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Instructions

Important - You must copy this document before you can use it! How to copy this document - Click File / Make a copy.

[Replace anything in brackets with your own information]

“Anything in italics is sample or prompt text to help you think about the questions, once you complete the slide you may delete it (if you want)”

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Proprietary Process Template

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Instructions

Welcome to the Proprietary Process template! A good process is the foundation for successful storytelling. A process makes it easier to explain the results you get for your clients whether you’re presenting, on a sales call, or simply conversing.

We’ll build out your process in a few steps:

Explore your key outcome - Find a key result or outcome to build your process around.
Create a success path - Map out the key steps or pillars of your process to get that result.
Prepare stories - You should have stories prepared for each step of the success path.

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The Outcome You Promise

It’s best to start with the end in mind with your process. What amazing outcomes can you promise? What do people get from working through your process? Write a few ideas and rank them in desirability to your audience.

Possible Desired Outcome	Desirability Score (1-5)

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The Outcome You Promise

It’s best to start with the end in mind with your process. What amazing outcomes can you promise? What do people get from working through your process? Write a few ideas and rank them in desirability to your audience

The Key Result/Outcome Of Your Process
[ To have a book self-published on Amazon that makes bestseller.]
The Name Of Your Process
[The Lightspeed Bestseller]
How Can You Explain Your Process So It’s Easy To Understand Right Away
[We’ll have a bestselling book published for you in 90 days or less]

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The Success Path

What are the key steps your audience needs to take to get the result with your process? Try to keep this to 3-5 steps.

Step 1	Step 2	Step 3

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The Key Story Checklist

Now that you have your key steps to your process outlined, we can start to create some stories. You should have stories and ideas prepared for each step.

On the next slides you’ll see 5 key story elements you can have ready for each teaching point. This ensures you always have something to say whether you’re preparing a presentation, enrollment call or elevator pitch.

You don’t necessarily need to fill out every item on the checklist for every step in your process, but it’s good to make sure you cover each item in the checklist at least once if presenting.

Feel free to make more copies of the following slides if you have more than 3 steps in your process.

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The Key Story Checklist - [Concrete Step 1]

Story Element	Your Key Story
Something you’re saying that nobody else is saying	[Many people I’ve worked with think you can only be successful in marketing if you have a big social media following. I believe you can have a successful marketing campaign without any social media]
A success story of a client who used this step	[One of my coaching clients, Phil, doubled his sales by making this one small change to his keynote speech]
A way to create urgency	[There’s a closing window of opportunity to take advantage of these tax breaks]
A quick win	[Here’s one simple food you can add to your diet for better energy all day long]
Something for beginners or experts	[When starting out on your podcast, you only need one decent mic for good audio quality. I recommend the ATR 2100]

Something you’re saying that nobody else is saying - Find something contrarian to teach. What’s different about your approach compared to what everyone else is doing? What status quo idea can you overturn with your work?

Client stories - For every step you should have a story to support what you have to teach. These can support the concrete step and also hint at how your audience can work with you. The stories you choose should always describe the program or product you want to sell.

A way to create urgency - It’s powerful while teaching your process to share a reason why its better to act now rather than wait. Sometimes the cost of doing nothing is much more than taking action. How can you create a sense of urgency in your stories?

Quick win - Give a concrete and clear piece of information your audience can get immediate results with.

Beginners or experts - You should be prepared with information for both beginners and experts if giving a presentation. Be sure to alternate when going through your concrete steps.

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The Key Story Checklist - [Concrete Step 2]

Story Element	Your Key Story
Something you’re saying that nobody else is saying	[Many people I’ve worked with think you can only be successful in marketing if you have a big social media following. I believe you can have a successful marketing campaign without any social media]
A success story of a client who used this step	[One of my coaching clients, Phil, doubled his sales by making this one small change to his keynote speech]
A way to create urgency	[There’s a closing window of opportunity to take advantage of these tax breaks]
A quick win	[Here’s one simple food you can add to your diet for better energy all day long]
Something for beginners or experts	[When starting out on your podcast, you only need one decent mic for good audio quality. I recommend the ATR 2100]

Something you’re saying that nobody else is saying - Find something contrarian to teach. What’s different about your approach compared to what everyone else is doing? What status quo idea can you overturn with your work?

Client stories - For every step you should have a story to support what you have to teach. These can support the concrete step and also hint at how your audience can work with you. The stories you choose should always describe the program or product you want to sell.

A way to create urgency - It’s powerful while teaching your process to share a reason why its better to act now rather than wait. Sometimes the cost of doing nothing is much more than taking action. How can you create a sense of urgency in your stories?

Quick win - Give a concrete and clear piece of information your audience can get immediate results with.

Beginners or experts - You should be prepared with information for both beginners and experts if giving a presentation. Be sure to alternate when going through your concrete steps.

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The Key Story Checklist - [Concrete Step 3]

Story Element	Your Key Story
Something you’re saying that nobody else is saying	[Many people I’ve worked with think you can only be successful in marketing if you have a big social media following. I believe you can have a successful marketing campaign without any social media]
A success story of a client who used this step	[One of my coaching clients, Phil, doubled his sales by making this one small change to his keynote speech]
A way to create urgency	[There’s a closing window of opportunity to take advantage of these tax breaks]
A quick win	[Here’s one simple food you can add to your diet for better energy all day long]
Something for beginners or experts	[When starting out on your podcast, you only need one decent mic for good audio quality. I recommend the ATR 2100]

Something you’re saying that nobody else is saying - Find something contrarian to teach. What’s different about your approach compared to what everyone else is doing? What status quo idea can you overturn with your work?

Client stories - For every step you should have a story to support what you have to teach. These can support the concrete step and also hint at how your audience can work with you. The stories you choose should always describe the program or product you want to sell.

A way to create urgency - It’s powerful while teaching your process to share a reason why its better to act now rather than wait. Sometimes the cost of doing nothing is much more than taking action. How can you create a sense of urgency in your stories?

Quick win - Give a concrete and clear piece of information your audience can get immediate results with.

Beginners or experts - You should be prepared with information for both beginners and experts if giving a presentation. Be sure to alternate when going through your concrete steps.

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Useful Content And Resources For Audience Research

How To Create Content For Every Stage Of The Buyer’s Journey – An infographic to explore the Buyer’s Journey.

The Harvest Method – How To Grow Relationships With Content Marketing

Followerwonk - A Twitter analytics tool that helps you identify influencers in your niche.

Quora - Quora is a site where people go to ask questions. Powerful for Audience research.