[Coaching: Brad #12] Affiliate Management Success, Checklist for Client Outcomes + Launching Beta Tests

By Zach Swinehart

Coaching series: Can Zach get this beginner freelancer (Brad) to a 6-figure income ($8,333/mo) within 6 months?

Follow their journey through the ups and downs and watch them grow!

Milestones from today’s episode:

  • Defining which clients will benefit most from Brad’s service offering
  • Outlining the step-by-step process of his service, from initial email planning to execution
  • Creating a plan to find beta clients to test and validate his affiliate management service model

Coaching highlights from today’s episode:

  • Start with a manageable number of beta clients to test and refine your service before trying to scale up
  • The importance of setting specific goals and KPIs to ensure measurable outcomes
  • Leverage warm contacts in your network to find your first beta clients, as this can lead to more receptive participants

Original coaching call recording date: 09/21/2023

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AI-Generated Summary:

  • 0:00 – 2:00 — Zach introduces the podcast, focusing on Brad’s journey from early freelancing to achieving a six-figure income.
  • 2:00 – 4:00 — Brad discusses his experience with affiliate outreach, reflecting on a shift in focus from short-form video creation to affiliate management, aligning more with his prior skills.
  • 4:00 – 6:00 — Brad explores the potential of the affiliate manager role, noting its synergy with his existing skills and its leverage in the freelancing sphere, especially with high-profile clients.
  • 6:00 – 8:00 — Brad expresses relief in shifting towards affiliate management, feeling it aligns better with his interests and skills, and sees potential for growth and easier client acquisition on platforms like Upwork.
  • 8:00 – 10:00 — Brad shares progress with his current affiliate management client, discussing strategies for activating new affiliates and planning joint webinars for effective engagement and sales generation.
  • 10:00 – 12:00 — Brad discusses his strategy for scaling his affiliate management business, including offering premium services and setting up affiliate programs using his links.
  • 12:00 – 14:00 — Brad seeks Zach’s advice on bridging the income gap to reach his six-figure goal, considering sunsetting his short-form video work to focus on affiliate management.
  • 14:00 – 16:00 — Zach suggests Brad could delegate short-form video work instead of sunsetting it, and emphasizes focusing on affiliate management, which aligns well with his creator business.
  • 16:00 – 18:00 — Zach advises Brad on the risks and rewards of performance-based affiliate management and emphasizes the importance of understanding metrics and managing client expectations.
  • 18:00 – 20:00 — Zach proposes a strategy for Brad to offer a service of setting up affiliate programs and securing initial sales, providing a guaranteed result and potentially high value to clients.
  • 20:00 – 22:00 — Zach suggests Brad offer a performance guarantee for his affiliate management service, discussing strategies for ensuring successful affiliate sales.
  • 22:00 – 24:00 — Brad expresses confidence in his ability to deliver results and considers requiring a spot on the client’s mailing calendar to guarantee affiliate activation.
  • 24:00 – 26:00 — Zach advises Brad on establishing criteria for guaranteeing affiliate program success, emphasizing the importance of product quality and market relevance.
  • 26:00 – 28:00 — Zach suggests Brad create a checklist of criteria for guaranteeing his affiliate program services, with the idea of offering significant value through bonuses.
  • 28:00 – 30:00 — Zach encourages Brad to develop a productized service for affiliate management, including creating standard templates and scripts for clients, with a focus on simplicity and ease of implementation.
  • 30:00 – 32:00 — Zach discusses the value of having a repository of assets for Brad’s affiliate management service and considers different affiliate commission rates.
  • 32:00 – 34:00 — Brad estimates the time needed for setting up an affiliate program and discusses the disparity between initial estimates and actual time required.
  • 34:00 – 36:00 — Zach advises Brad to make his affiliate service offer refundable if it doesn’t lead to sales, emphasizing efficiency in the process.
  • 36:00 – 38:00 — Zach suggests Brad should keep his service offer vague in terms of timeline but provide a long, safe period for guaranteed results.
  • 38:00 – 40:00 — Zach encourages Brad to start offering his affiliate management service immediately, suggesting the inclusion of performance-based incentives and the creation of KPIs for potential clients.
  • 40:00 – 42:00 — Zach advises Brad to outline his affiliate management process in bullet points and suggests offering the service as a pilot at a fixed cost with a refundable guarantee.
  • 42:00 – 44:00 — Zach recommends collecting a small deposit to motivate Brad and suggests he could complete a pilot client within a month for under 50 hours.
  • 44:00 – 46:00 — Zach asserts Brad should focus on two key activities: existing affiliate management work and the new productized service.
  • 46:00 – 48:00 — Brad expresses confidence in his abilities in affiliate management and Zach advises considering the recency of a client’s previous affiliate solicitations when assessing potential success.
  • 48:00 – 49:15 — Zach encourages Brad to quickly find beta clients through his network and considers offering incentives for referrals, concluding the session with a promotion of his accelerator program.