Summary of 2022/9/1 入金管理マスターマインド

Summary of "2022/9/1 入金管理マスターマインド"

This video presents a detailed discussion on financial management strategies, customer communication, and business process optimization for coaching or service-based businesses. The main focus is on effective payment management, customer onboarding, and sales communication techniques to ensure smooth business operations and client trust.

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Main Financial Strategies and Business Trends

• Payment Management Types:
  • Lump-sum Payment: Preferred for ease of management and cash flow stability. Encourages clients to pay the full amount upfront to avoid future complications.
  • Split Payment Options: Offered to clients who cannot pay in full. Typically split into 2-3 installments without fees via bank transfer or card. Card companies can handle installment payments automatically.
  • Risks of Split Payments: When splitting payments manually, the business bears the risk if clients default. It is recommended to use card companies for automatic installment management to reduce workload and risk.
  • Down Payments: Encouraged to secure client commitment. Clients are asked how much they can pay upfront, and the remainder is split into manageable monthly installments.
  • Fee Management: Stripe fees and installment fees must be considered; businesses often charge higher fees for manual splits to cover risks.
• Customer Trust and Communication:
  • Clear and polite communication about payment deadlines, amounts, and methods is essential.
  • Use of LINE app is recommended for direct, reliable communication over Instagram or email.
  • Sending payment instructions immediately after agreement helps capitalize on customer motivation ("strike while the iron is hot").
  • Follow-up messages should include congratulations, encouragement, and clear next steps (e.g., assignment details, coaching schedule).
  • Avoid negative or conflicting language ("but", "however") to maintain positive rapport.
• Sales and Onboarding Process:
  • Use a structured script for sales conversations, including product explanations, comparisons of options (Course A vs. B), and clarifying customer needs.
  • Ask open-ended questions to guide clients toward decisions rather than yes/no questions that might lead to hesitation.
  • After payment, immediately send assignments, coaching schedules, and preparation materials to maintain engagement.
  • Use Google Docs or similar accessible tools for client workbooks instead of complex PDFs for ease of use.
  • Encourage journaling and self-reflection questions to help clients overcome doubts and mental blocks.
  • Emphasize the importance of preparation and practice for sales calls, including role-playing and recording sessions for feedback.
• Technical and Operational Tips:
  • Create simple websites or landing pages (e.g., using Wix or Space) with limited visibility (no Google indexing) to provide service information.
  • Use QR codes for easy LINE friend addition during consultations.
  • Manage Zoom links carefully to avoid confusion or unauthorized access.
  • For clients new to Stripe or payment platforms, provide step-by-step support and reassurance.
• Psychological and Coaching Insights:
  • Fear and doubt are natural; clients should be encouraged to focus on factual reasons for success and actions taken rather than motivation alone.
  • Asking quality questions improves mindset and client progress.
  • Avoid paradoxical or conflicting language to maintain alignment with clients.
  • Recognize that sales is a skill that can be learned and improved with practice.

Step-by-Step Methodology for Payment and Onboarding

1. Initial Contact and Consultation:
   • Narrow down client needs and explain service offerings.
   • Use storytelling or relatable angles (e.g., parent-child relationships, romance) to attract clients.
2. Payment Agreement:
   • Discuss payment options: lump sum or installment.
   • Ask client how much they can pay upfront.
   • Calculate installment amounts based on client’s capacity.
   • Explain fees and risks associated with split payments.
3. Payment Processing:
   • Send payment instructions immediately via LINE (preferred).
   • Use Stripe or bank transfer depending on client preference.
   • Confirm payment receipt promptly.
4. Post-Payment Onboarding:
   • Send welcome message congratulating the client.
   • Provide coaching schedule, Zoom links, and assignments.
   • Share preparation videos or questionnaires to enhance readiness.
5. Ongoing Support:
   • Encourage clients to ask questions via LINE.
   • Use group LINE chats for peer support and resource sharing.
   • Monitor payment status and follow up if needed.
6. Sales Practice and Improvement:
   • Practice sales scripts via Zoom or recorded sessions.
   • Role-play with peers and upload recordings for feedback.
   • Continuously refine communication based on client responses.

Presenters / Sources

• The video features a main presenter (name not explicitly stated) who leads the mastermind session.
• Several participants and contributors mentioned include:
  • Mami Saki-san
  • Air Suwada-san
  • Asami-san
  • Kaori
  • Ayano-chan
  • Kana-chan
  • Others referenced by first names

Category

Business and Finance

Video