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Dr. Paul White of RealNumberz

https://www.jayconner.com/dr-paul-white-of-realnumberz/

Jay Conner is joined by none other than Dr. Paul White, the founder and CEO of White Orthodontics, and author of several best-selling books.

White Orthodontics is a high-end, technology-focused orthodontic practice based in Virginia.

Dr. White created RealNumberz with his son, Trey, to utilize the latest technology to “supercharge” his real estate investments.

RealNumberz is the only comprehensive software application designed to help investors manage a diverse set of assets that includes rental properties, private lending, fix-and-flip, and fix-and-hold projects, as well as mortgage notes and syndications.

This incredible software eliminates investor anxiety by using real-time data and an automated reminder system to allow real estate investors to maximize their returns with 50 percent less time.

Paul believes the key to achieving financial freedom has as much to do with optimizing your existing investments as it does with acquiring more of them.

RealNumberz is the easy-to-use solution for the ongoing problems associated with late or inaccurate rents, incorrect note payoffs, uncontrolled and over-budget rehab projects, “yield drag”, and much, much more.

RealNumberz has helped many of its clients save thousands of dollars and manage their real estate investments from their pockets! Go to https://www.realnumberz.com to see how you can “supercharge” your portfolio with this amazing software!

Real Estate Cashflow Conference:

https://www.jayconner.com/learnrealestate/

Free Webinar:

http://bit.ly/jaymoneypodcast

Jay Conner is a proven real estate investment leader. Without using his own money or credit, Jay maximizes creative methods to buy and sell properties with profits averaging $64,000 per deal.

#RealEstate #PrivateMoney #FlipYourHouse

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Jay Conner (00:00): Well, hello there and welcome to another episode of Real Estate Investing with Jay Conner. I’m Jay Conner known as the Private Money Authority. Also the host of the show today. And if you’re brand new to the show, we talk about all things that relate to real estate investing. We talk about how to find off market deals, motivated sellers. We talk about how to get your deals funded without relying on banks or mortgage companies also talked about how to rehab houses. We talk about how to sell them fast. And just as importantly, we talk about how to automate the business because after all, why are we in this business? Well, we’re in the business for the wealth and the freedom. So we’re not looking to replace our day job with another job, called real estate investing. We’re looking to run the show to where we are running our business and our business is not running us.

Jay Conner (01:03): Well, again if you’re brand new, I started back in 2003 in Eastern North Carolina, investing in single family houses. And for the first six years, until 2009, I relied on the local banks. I got cut off like the rest of the world did in January, 2009, after being in the business for six years. And I learned about this world of private money and private funding. How to use people’s individual investment capital and their individual retirement accounts to where I can have an unlimited number of private lenders into an unlimited number of private deals. As of today, my wife, Carol Joy, and I have got 49 private lenders individuals, just like you, that are investing with us and and funding our deals. So if you are also interested in learning how you can get funding for your deals and not ever miss out on another deal, because you didn’t have the money and you don’t want to rely on your credit, you don’t rely on your verification of income and your credit score.

Jay Conner (02:05): I’ve got a free gift for you. And that free gift is to come join me, access free for the first 30 days to my new Private Money Academy membership. So why in the world would you want to come check me out for free? Well, first of all, you get me live two times a month in a Zoom coaching call in the group setting for all of the members. Right now, we’ve got about 150 members or so, and it’s growing very, very quickly. We do that twice a month. You can bring all of your questions to the Academy membership, Zoom call. And we also update content every month, talking about locating deals and funding and et cetera. And on each Zoom coaching call twice a month, we put one of the Academy members such as yourself in what we call the hot seat, where we analyze your business, figure out what your challenges are and help you put together a plan to help take you to the next level in your business.

Jay Conner (03:04): So come join me for free for the first 30 days at Jay Conner, www.JayConner.com/Trial again, that’s Jay Conner, JayConner.com/Trial. You will absolutely love coming and checking out these Zoom calls and et cetera, with all the benefits that you get as being in the membership. Well, if you are brand new to joining the show, you may not know this, but if you’ve been tuning in for awhile then my lands, we launched June, 2018. We’re almost North of 300,000 downloads and growing very, very quickly. I have some amazing experts here as guest on the show. Well, today is no different. Let me introduce to you my friend and expert. Well, this gentleman is the founder and CEO of a company called White Orthodontics, which is a high end technology focused orthodontic practice in Virginia.

Jay Conner (04:12): And he’s also the author of several bestselling books. Now this gentleman also created a service that is called Real Numberz that ends in a Z. And he created that with his son, Trey, and the reason he created it, they created it was to utilize the latest technology to supercharge their real estate investments. Well, here’s what Real Numberz is about. It is the only comprehensive software application that’s designed to help real estate investors manage. And that’s the key word because this gentleman is an expert when it comes to managing deals after you bought them, which is a challenge for some people, but he designed this software to help real estate investors manage a diverse set of assets, which could include rental properties, private lending. There you go! Fix and flip properties, buy fix and hold properties, as well as if you’re into notes, mortgage notes, or syndications, his software will also help manage those investments as well after you get in.

Jay Conner (05:25): So this incredible software that he and his son Trey developed eliminates the number one investor anxiety by using real time data and an automated reminder system that allows real estate investors to maximize their return with 50% less time of yours involved in the deal. He also believes the key to achieving financial freedom has much to do with optimizing your existing investments as it does with acquiring and getting more investments. Well, his software Real Numberz is that easy to use solution for the ongoing problems associated with later inaccurate rents, incorrect note pay offs, uncontrolled or over budget rehab projects, and much, much more. In addition to that, this software has helped many of their clients save thousands of dollars and manage their real estate investments from their pocket. So with that, let me welcome my friend to the show and expert Dr. Paul White. Hello, Dr. White!

Dr. Paul White (06:35): Hey Jay, how are you doing?

Jay Conner (06:37): I am Fantastic! And just for the sake of these, may I call you Paul on the show?

Dr. Paul White (06:42): Oh, please do.

Jay Conner (06:45): So. Welcome to the show Paul. So glad to have you. Of all the experts and guests that I’ve had on this show. I haven’t had anybody else come on the show with this type of software and this kind of service to help real estate investors. I mean, in my business still today, we keep up with everything on an Excel spreadsheet. Seems to work pretty well since our average profits are 67,000, but you know, one of the four pillars that I teach in my business is what I practice. And that is automation. I actually work in the business less than 10 hours a week because of automation, other software we use and the team we have. And so I’m so excited to hear about this automation software that you and your son Trey have developed.

Dr. Paul White (07:33): Well, Jay, thank you so much for having me and, you know, I appreciate so much what you do and the great coaching that you give your clients. And it’s an issue that I have seen. It’s the same thing you just said. There’s just not much out there, right? We’ve never had anybody on that talked about this stuff. And it was a problem that I had and, went to solve the problem by looking for software. And all I found were spreadsheets and things like that. And I had sort of a bigger list of things I wanted to accomplish. And so spreadsheets are great, but they don’t take care of everything that you want to do with them. And so as a matter of fact, I was a member of a mastermind years ago, and I’m doing a lot of what you were coaching and that is to acquire stuff.

Dr. Paul White (08:09): You know, I had been for too long that guy that did what Dave Ramsey said, and that was to just save your money and pay off all your debts and do all those things. And that’s great if you’re in debt or if you have, if you can’t manage your money, but it’s not a great formula for managing wealth , and so anyway I started, you know, I had some money saved up. So when I got into these masterminds, I started, you know, acquiring a bunch of assets and I was feeling really good until the phone started ringing, you know, for more money and, you know, verifying payoffs and all this stuff. And I just started going, Oh my gosh! You know, what do I do? And here’s the problem. I went and talked to some of the guys in the group that had been in there before me.

Dr. Paul White (08:43): And I said, what are you doing to kind of keep track of all this stuff? And surprisingly the answer was nothing, you know, and occasionally the really sharp guys were using spreadsheets. And so then I asked, okay, well, what, what kind spreadsheet? And one guy said, well, I got this one off the internet. And other guy said, well, I got this from my brother-in-law. And I looked at him and they weren’t even the same, you know, and as orthodontists, we were like things nice and straight and neat, and even, and I just, I wouldn’t see in any kind of congruency there. So it made me a little nervous. So that’s sort of how it got started.

Jay Conner (09:11): There’s no doubt. There’s a huge demand for this type of service. Let me go to your background for just a moment.

Dr. Paul White (09:17): Sure!

Jay Conner (09:17): Please share with me and the audience, your story. You’re a doctor. And you know, you can straighten people’s teeth, right? And then you got into real estate investing along the way. So let’s hear your backstory.

Dr. Paul White (09:31): Well, you know, thank you for the question, cause it’s a great question. And it’s a lot of what we wrestle with it, you know, Warren Buffet famously said, you know, if you don’t make money, while you sleep, you work till you die. And that was sort of a, you know, kind of a crazy thing. And the Aha moment for me was when I finally understood the difference between income and wealth, you know I have a great job, but as Kiyosaki would say in his book, Cashflow Quadrant, I owned my job and that was all I had. I didn’t have wealth and I wasn’t building any wealth I was just working. So, you know, just like you’re trying to do with your clients, we’re trying to have freedom. You have to have income for that. Actually I have to have wealth from that.

Dr. Paul White (10:08): And I had income and I didn’t have freedom. And even still with my job, I own a good job and I make a good living, but I can’t leave the job for more than, you know, a week or so because of the amount of work that it creates before I leave and the tremendous amount of work that leaves when I get back. And so you just never gone very far and you’re always, you know sort of tied or chained to the practice. And so that was sort of a big Aha for me, is understanding that if I’m going to have some more freedom, I have to have something that’s making money while I’m not there. And for me, orthodontics was not that, not that thing. I love it it’s been great, but I started looking for other ways to make money and I discovered what you know, and what all your clients have known or will know.

Dr. Paul White (10:46): And that is that all the wealthy people in the world that are successful have real estate as a major portion of their portfolio, if not all of it. And so including our current president. Thanks. So, anyway it’s one of the things that I’ve learned is that real estate is the way to go. And, as I said, when I was in this mastermind sort of, you know, a little hand holding and trying to learn how to learn the ropes I just found that no one was keeping track of things. And so you see these pictures of messy desk and and so mine, wasn’t a messy desk. It was on a pool table. So I had paperwork spread everywhere and I was just excited, you know, I was acquiring stuff left and right. And I was just leaving this pile of, paperwork and assets behind me.

Dr. Paul White (11:26): And I thought, that’s all I had to do. Right. Cause you hear the term passive income. And so I thought that was it right? I’m there I’ve arrived. And then, you know, the headaches started coming and the questions started coming and you’re getting a lot of emails and phone calls asking for more information or more money or any of these things. And I just started going, Oh my gosh, how am I going to handle this? So my, momentary moment of sort of peace and I feel finally arrived and I’ve got it going, just sort shattered into the reality of my portfolio was chaos. And so I had to find a way to get control of it. And and that’s when I went to my son. Cause I know you mentioned you know, spreadsheets Excel. And to be honest with you, I’m a little intimidated by that.

Dr. Paul White (12:08): It’s not that I don’t like numbers, but for some reason I never learned Excel and all the other software that I ever learned, I just sort of picked it up and started working with it. So, and I can do the basics in Excel, but I can’t really do, you know, create all the sales and do those kinds of things. And so I asked my son who is a programmer. I said, can you make me an Excel spreadsheet? And he said, sure, what do you want on it? And so I told him a few things and as he’s programming, I said, I started asking more and I started adding more things. He goes, alright, do me a favor before I keep this madness going, make a list of all the things you want this to do, and then I’ll make it happen. Right? And I made the list and I handed it to him and he goes, he said, data, a spreadsheet.

Dr. Paul White (12:42): I mean, spreadsheets, can’t do this kind of stuff. I said, If I said, so what are we doing? He goes, you need an app. And I went, A what? Cause I had no idea what an App was Right? And so that’s how we started Real Numberz. And that’s been the, probably the most rewarding thing for me has been to have these ideas of how I want to manage my real estate and all the different investments that are real estate related investments have him sort of have these ideas in my head and I write them down on a piece of paper and he makes it happen. Now in the software world, they call Wire Frame is how you plan out every little step in the development of software out. And I, I call what I’m doing, you know, Wire Frame me. He said, dad, just writing crap on a piece of paper.

Dr. Paul White (13:20): You’re not Wireframing so, that’s been kind of fun, but it’s been amazing. Number 1, to recapture some of the money or my investment in his education. And number 2, to be able to work together with him and sort of work through these tools. And to be honest with you when it first happened, you know, and I looked at for spreadsheets, I go, well, there’s gotta be something else out there. And I looked everywhere for some software that was as comprehensive as what we’ve created and there’s nothing out there. So that’s been, you know, my why for 30 years was to make the quality of orthodontic treatment in the Richmond area better than it was when I got into it. And now my why’s to help real estate investors know their numbers so they can get to freedom faster.

Jay Conner (13:59): I love it! S, what different, before we actually get into what Real Numberz does.

Dr. Paul White (14:07): Sure!

Jay Conner (14:07): And the benefits of it. Because it definitely sounds multifaceted as to what it will do before we get into that. What type of different business models can this software serve and help real estate investors? For example, my business model is two fold. I either buy them in single family houses. So we’re talking to here all single family houses, I mean, in my case. So that will be a subset of my question. What different business model is that many single family houses only is it also commercial? We’ll get to that in a second. But in my single family house world, I’ve got two business models. I buy them. Business model, number one, I buy them, I fix them up. I flip them, I cash out, right? So we kill the golden goose, no wealth right there.

Jay Conner (15:01): That’s just big checks. My second business model or that I do with other deals is I’ll buy them. If they need fix up, I’ll fix up. If they don’t need fix up. And they’re a pretty house in either case. The second business model is I sell on rent to own. Now what makes my rent own or selling a lease purchase different is I actually believe it or not actually require my buyers to enter my credit repair program. And I actually help them get a mortgage. Therefore, 80% of mine cash out. Most of the real estate investors may be 5% cash out on least purchase. Those are my two business models. So leading up to my question what are the different models that Real Numberz will serve?

Dr. Paul White (15:54): Yeah, that’s a great question. Well, you know, what’s so funny about software and this is a true expression software’s never done. So you have this long runway of things that we’re trying to accomplish. And, basically real numberz is divided into four basic buckets. One is real property. The next one is private lending. The third is mortgage notes. And then the fourth is funds and syndications. And so within the real property space you can it takes care of any kind of property think of multifamily, single family you know, self storage, all those kinds of things. And, and what’s really neat about it is also there’s a dashboard for the entire portfolio. And so what we’re trying to build is a piece of software that not only manages all of your properties or all of your assets day to day as needed, but it also gives you a global input about how you’re doing as far as having some kind of target date for retirement or job transfer or, you know, whatever it is that you’re trying to do.

Dr. Paul White (16:49): And so what we’ve gotta do is have weighted average returns on all those things. And that’s a pretty complicated piece that we’re building. As far as real estate now, all there’s a general ledger for the entire portfolio for your entire asset base. And so, regardless of what kind of assets or different types of assets you’re doing, there’s a ledger that keeps track of all the money coming in and out of your portfolio. Then each individual asset has a ledger as well. And so it obviously takes care of transactions. And then those ledger items are then used to drive analytics, and then eventually it’ll drive tax reporting as well. And one of the features that we added to it, what’s sort of speaks to your fix and flip is I, years ago I was buying active turnkeys, like you’re talking about.

Dr. Paul White (17:35): And I had bought a piece of property and and from a guy in CG and so they were rehabbing it. And then I got an email that said we needed, you know, $8,000 more. And so I just wired the money site on scene. And, you know, one of the challenges with professionals, doctors, dentists, lawyers, whatever is at least for medical professionals, is we do whatever it takes to make things right for a patient, even if it costs us money. So we’re just, you know, we just want people to trust us. So we do whatever it takes. And we tend to have that same mentality with those that we work with. And what I’ve discovered in all other walks of life is not everybody’s that way. And even there’s some, I guess, in the medical profession, not the way, but I don’t know any of them.

Dr. Paul White (18:15): And so we’ve just always done whatever it takes to make it right. So there’s a high level of trust. So if somebody said I needed $8,000 more, I just would wire the money. Right? I don’t do that anymore, but that’s what I did when I first started. And it turns out after the the property had been rehabbed and closed, and then we had a tenant in place. We had actually then just finished creating real numberz. So I went back and just to play with the software, entered in all of the the data from the acquisition. And it turns out that that $8,000 was $8,000 over the budget. And I didn’t know it, and I had no clue. And and so I called the property management. So what’s the deal with this $8,000 is, Oh, we put new windows in the house and I go, well, great!

Dr. Paul White (18:53): I’m not saying I wouldn’t have done it, but that certainly would have been a decision I would have liked to been involved in. And so that really sparked me to create one of the features of a real property is a thing called a rehab tracker. And so you create a budget and you create as many different rehab projects as you want to name them. And then you put the amount of the budget, and then you start making deposits towards that budget, which come off your balance sheet, but then any of the charges against those do not, again, hit your, ledger again. So it keeps track of those things, and it keeps a running balance of how much money was spent in those kinds of things. So it can certainly be used for that. If you’ve got a business where they’re flipping a bunch of houses all the time, you know, there are other softwares out there where you need a professional to help you develop it for you, but for the average investor, it’s a great, it’s a great solution.

Dr. Paul White (19:37): That’s a fairly inexpensive to be able to manage those things, and then to have the property and track the income, if you’re renting it as far as the the selling part of it, it’s one of the things that’s actually in development is a sell feature that then you create a subject to, and then seller finance the houses as well. So in our mortgage note section, we already have that capability. So you can then turn and open that app up in the mortgage part, and then keep the mortgage that way, if you want it to. But eventually I want to meld the two, but we’re trying to get a basic program that works for enough people. Cause that what you’re talking about is fairly sophisticated. So,

Jay Conner (20:12): So you mentioned there’s actually four different categories for Real Numberz, one was flipping, Right?

Dr. Paul White (20:22): Well, real property in general. Yes.

Jay Conner (20:24): So just real property though whether you’re flipping or holding,right?

Dr. Paul White (20:27): right, right.

Jay Conner (20:28): And then you said private money or private lending. Tell us how.

Dr. Paul White (20:31): Yeah.

Jay Conner (20:32): Tell us how the software helps that category.

Dr. Paul White (20:37): That’s ,Thank you for the question. Yeah, one of the things that’s funny is, you know everything that we do in Real Numberz, I wanted everything lifestyle wise to be able to my portfolio from my pocket. So everything you need is stored on the app. Your pictures, your photos, your contacts, your documents,security duct, documents, all those things are right there in the app. And so one of the things that’s interesting if you’ve done, I know you have, but I don’t know about your listeners that have done private lending, but you know, at some point in time that the borrower wants to pay you back. And so they want you to verify the payoff. And again, because of my ignorance and inexperienced, I just assumed when they gave me a pay-off amount, I went, yep, that’s right. And it turns out I went back and checked them off by several thousand dollars or one of them.

Dr. Paul White (21:18): And so, and I typically lend out of my self directed IRA for those, those types of investments. And so one of the things that I kept noticing was the sense of urgency when they want to close all of a sudden, they out of the blue, they need to close some cause some deals coming up or they need money. And so anyway I got an email one time that said,we want to close this deal today, if possible, can you verify this pay-off? And I got, well, you know, my stuff, the documents are on a pool table back in my house. I don’t even have them here at work. And I’ve got my hands in somebody’s mouth all day. And so, I said, I can get it to you as fast as I can.

Dr. Paul White (21:52): And so, you know, worked all day. And then I went home and then I found the folder. At first I had things in piles on the pool table, my wife at least put them in folders put address on. So I found the folder and I find the the promissory note and I started doing the math. And at first I didn’t even understand that. So I’m doing it monthly, which is not the right way to do it either. And so of course now know that. And so I did the math for how much I was owed. Then I had to log into my self directed IRA account, find that asset, then look at all the amount of money that had been paid to me and then subtracted them, and then add it back to my original principle. And five hours later, I got the instant pay-off for him.

Dr. Paul White (22:27): And I was like, well, there’s gotta be a better way to do this. And so, because each asset, regardless of whether it’s your lending or flipping a house or whatever, has its own ledger, you’re tracking all the payments that you’ve received, which actually saved me a lot of money in the long run. But anyway, and so it knows the deal of the, of the original note, even if you’re wrapping somebody, which you can do, you can have a, we shouldn’t use the term JV, but a partner in the terms it’ll keep track of what the partner what his portion of the deal is. If you’re wrapping somebody. And when you hit, pay-off, there’s a button called pay-off and you hit that button, select a date, and it’ll give you the pay-off amount instantaneously. And it’s accurate. I closed five lending deals in January and every one of them was wrong to my favor, you know? And so it’s nice to have a piece of software. I just pull it out of my pocket and do find the, you know, open the app, find the asset and then push a button. And it tells me what I need. So it takes no time. And, It’s really kind of fun to be able to do that and people know, I know what I’m talking about now, so.

Jay Conner (23:25): That’s awesome! So that’s,

Dr. Paul White (23:27): yeah,

Jay Conner (23:28): That’s an App or that category confirms to the private lender as to how much they should be paid off.

Dr. Paul White (23:37): That’s right. So, yeah. And so it’s great for me. So I’m doing mostly most of the lending, so it’s telling me to pay off what it should be so that they, and they want me to verify it. So that’s the way that it works best. What’s really interesting is again, before I hadn’t created the software with my son I went back and again, sort of historically looked at a deal I’d done. And it turns out that they had missed a payment to my IRA. And I just thought, I didn’t really understand what a custodian did. I just thought they keep track of all the payments and call them when there’s a missed payment. And then they will give you some analytics to tell you how much money they’re making. And it turns out that that’s not right either. I looked up the word custodian means, it hold your stuff.

Dr. Paul White (24:19): You know, so I had closed the deal. I went back and just entered all the numbers. And this particular borrower had not paid a $1,500 payment during the whole transaction of the whole note. But then they closed the note as if they had paid that. So I missed a $1,500 payment, you know, and didn’t even know it and had already closed the note. So I couldn’t get that money back. So the app, just for that reason alone has saved me thousands and thousands of dollars. And it’s been great. And we hear that same thing from other investors that use the software.

Jay Conner (24:50): And I suppose that, of course, for the app to give you an accurate pay-off, then when you receive money you or someone is putting in the App, Oh, I received.

Dr. Paul White (25:03): that’s right.

Jay Conner (25:03): $1,500 payment on such and such a date. So it’s keeping up with what you have received so far.

Dr. Paul White (25:09): Yeah. And even if you get part of your capital returned, it’ll track that as well. So it’s really doing the math based on what you’re owed and what you’ve already received. And so that’s really, you know, and again, if you have a lot of these going, it’s hard to keep up with that kind of stuff. You know, spreadsheet can do it, but you know, what’s great about this software is it sends me a reminder of somebody misses a payment. Now, again, my need was somebody didn’t pay me and I didn’t know it cause an IRA is not calling them. I thought they were right. So, now I get a reminder if the payment has not been entered as received into the software. And so it’s a great way for me not to have to scan all the investments all the notes that I’ve got to see if there’s a problem. You know, it tells me if there’s a rent, a missed rent payment, it tells me I don’t have an interest payment from a loan, or if a note, a monthly payment hadn’t been made, all those things I know without having to go looking for it. So it really does make it easy to it reduces my stress and it alerts me when there’s a problem. So I can kind of keep doing what I’m doing and not have to worry about it all the time.

Jay Conner (26:06): Dr. Paul White’s website, that you can check out Real Numberz is www.RealNumberz.com , Paul there’s two other categories you mentioned that this software keeps that where, so it keeps up with any kind of real property investment keeps up with private money when you are the lender and what was the third category?

Dr. Paul White (26:32): Well, the other is a mortgage note, and I make a distinction between private lending and mortgage notes, because it’s a longer term investment and what’s unique about, and you can do these things with a lot the private lending, but a lot of private lending is usually straight answers with some points. And so what’s interesting with mortgage notes is you know, it’s an amortizing investment. And so it keeps track of all those things. And basically you can just buy a note and hold it and that, and just have this income for as long as you want. But there are other things you can do with a mortgage note that really can supercharge it. And one of the things you can do is sell it. And you can sell either a portion of it, or you can sell all of it.

Dr. Paul White (27:08): If you sell a portion of it’s called a partial.And so you can actually, in some deals, like if you bought a note, that’s, you know, say $50,000 and you bought that note for $30,000 let’s say a 10% rate, you can turn around and sell it to another friend or investor let’s say a 6% rate and get your 30,000 back out of it. And they will tell you in the app itself, it’ll calculate the number of payments that you have to sell in order to get your money back. And then at the end, the note comes back to you and you’ve got zero money in and invest it. And yet you have this stream of payments that are coming to you. And so, you know, a zero invested money returned is a pretty good infinite return that we all like to hear about.

Dr. Paul White (27:45): So that’s one of the things you can do. And the other thing you can do is borrow money against that note. So it’s just like having a house where you can borrow money against it. You know, it has that same kind of value to a bank or to a private lender. So there’s the things, and it keeps track of all these things. And again, if you sell five months, five years of a mortgage note, it creates a reminder at 4 years and 11 months to tell you that this payment’s coming back to you. So again, it gives you a heads up when a note is coming due when investment’s coming due. When rent is coming. And when the end of a lease on a rental that you have, it’ll send you a reminder, say this rental is coming due in 30 days. And so it helps me to send a note, send that very thing I just forward it cause it comes to my desktop or to my phone to be able to forward that note to the property managers say, okay, what are the plans for this property? We got anybody rolling here. Is he going to reinvest, you know, or renew? And so that way, again, I look like I’m on top of my game and I’m not having to do all that. I love that kind of aspect to it.

Jay Conner (28:41): That’s what I call automation. And then there’s a fourth category that this app provides service for, right?

Dr. Paul White (28:47): Yeah. Some people do funds or syndications and we’re just starting to build that part of it out. It’s mainly to track, you know, the issue with funds or syndication, is really no money in it and not much is returned to you until the deal closes. So, you know, a typical fund or syndication, will go five to seven years. Some of them pay off early. And so that one, we haven’t put as much time into it. Cause not as many people do those. It’s a great way for people that maybe don’t have a whole lot of experience to, if you can trust them. That’s, that’s the deal because a lot of those things can, you can lose your principal real quickly. So you have to be able to trust the people that you’re doing business with, but you don’t have to know a whole lot about real estate. But again, everything has due diligence. A better way is to have somebody like you start them off with a single family home because you can see that thing. You have all the control where you have no control over a syndication. So it’s one of those things that we’re sort of programming out for some of the other investors that have requested that. But most of what we do is those first three buckets.

Jay Conner (29:45): So the bottom line Paul, as I understand it is whether you are investing in single family houses, commercial, any kind of real property, the software is going to keep up with where you are and make sure you’re not, you know, wasting money or losing money, same thing as a private lender, make sure you got coming to you. What was in the promissory note and then mortgage notes, which are longer term you can do fractionals and then again, syndications. So, wow!This is simply amazing, Paul! And I’m so glad I’ve had you on here. So what do people need to do to go check out this software?

Dr. Paul White (30:25): Well you know, if you go to our website, RealNumberz.com and there’s a 14 day free trial. If you want to check it out, we’ve now adjusted it. So we’ve got a special running now where there’s a discount of 30% off the monthly fee and we do it by property. So if you have five properties or less, it’s less than it’s $47 a month as a subscription. And you have all the software, one of the cool piece of software that I didn’t talk about, there’s a piece of software attached to this, again, that you can’t do with a spreadsheet that actually connects to your bank account securely. So we don’t store any of the data. So it’s secure and encrypted, but it’ll pull the numbers and the transactions that go to that account. So on the general ledger, you’ll get uncategorized transactions and you would simply assign those transactions to one of your assets and it automatically populates the the ledger for that particular asset.

Dr. Paul White (31:14): And then it keeps track of all the other things that are going on. So it’s really helps you understand what’s going, coming and going and your business account. So it’s a great way to keep up with things and you should have a separate business account. Don’t keep this in your personal account. I’m sure you already have taught them that, but I’ve seen guys do that too. And it’s like, yeah, they have no idea where their money is or what’s going on with it. And you have to keep some reserves. Cause you know, real estate takes a little bit of management sometimes. So anyway, and then there’s an unlimited version of that, which is which also includes the mortgage notes part plus all the other things. And it’s unlimited data, all those other things and it’s $97 a month with a discount.

Dr. Paul White (31:49): And so one of the things that’s interesting to me is we had a client that was, I think he was spending a thousand dollars a month for a Bookkeeper’s account just to keep track of some rentals. And I’m like, dude, we can save you some money here. And he jumped on this in a heartbeat. He goes, this is way more than what I was getting before. I said, well, that’s, you know, we’re trying to make it something that you just, after you start using it, you won’t want to go without it. And that’s been my experience. It has saved me literally thousands, thousands of dollars.

Jay Conner (32:14): That’s wonderful!

Dr. Paul White (32:15): Yeah.

Jay Conner (32:16): Well Paul, thank you so much for joining me here on the show. And folks there you have it. Be sure and check out www.RealNumberz.com And go check out how to stay on top of your business and save a lot of money. Paul, thank you so much. I look forward to staying connected with you and folks, I’m Jay Conner, Private Money Authority wishing you all the best. Here’s to taking your Real Estate Investing business to the next level. We’ll see you on the next show!

#Jay Conner #Private Money Lender #Real Estate Business #Real Estate #Real Estate Investing #Real Estate Investor #Real Estate Profit #The Private Money Authority

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jjonassevilla · 5 years ago

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How to Build an Email List from Scratch (A Step-By-Step Guide)

We want to support you as much as we can during this uncertain time. Check out the COVID-19 Small Business Care Package for a roundup of useful resources—including tech discounts, government subsidies, and marketing tips to help lessen the impact on your business.

If you’ve already got your first online store or landing page promotion set up, the next step is to get it in front of an audience. Because unfortunately, most people won’t just find you by random happenstance. (“If you build it, they will come,” doesn’t apply to online marketing. Sorry Kevin Costner fans.) The next step of the game—and the most effective way to grow your online business—is to build an email list of interested prospects.

This can seem like a daunting task, especially if you’re starting with nadda single person in your database. But it doesn’t have to take years to get a sizable number of subscribers. There are some easy steps you can take today to grow your email list much faster.

Despite what you may have heard from some of the marketing Nostrdramuses over the years, “email is most definitely not dead.” (Seriously, an article like this one has popped up every year since 2007. It’s been over a decade—maybe we should all stop planning the funeral?) The truth is that email is still one of the best ways to reach customers online, especially if you’re a small business. And it delivers some of the best ROI out of all the marketing channels out there.

Source: The Emma 2018 Email Marketing Industry Report

Unlike SEO (which can be competitive and complex), social media (which can be wildly inconsistent), and online advertising (which can cost mucho money), email is practically made for marketers. It’s straightforward, predictable, affordable, and easy to use. And with email, you can build relationships that turn one-off customers into repeat business.

But first—you need to start building that email list. So let’s get started.

5 Steps to Build Your Email List from Scratch

Get an Email Marketing Tool

Create an Offer You Can Exchange for Email Addresses

Build a Landing Page, Popup, or Sticky Bar to Collect Emails

Advertise Your Email-Gated Offer

Start Sending Regular Emails to Your List

Step 1. Get an Email Marketing Tool

Before you start building your list, you’re going to want to sign up for an email marketing tool like ActiveCampaign, Campaign Monitor, or Mailchimp. These are some of the most popular pieces of software for not only building and sending emails to your customers, but also collecting and organizing your email list. (Because trust me… you’re not gonna want to keep track of all this on an Excel spreadsheet.) The initial costs for these tools are very low—and all of them offer free plans or trials that make it easy to get started.

Once you’ve chosen a tool, you’ll want to familiarize yourself with how it works. Each platform is slightly different, but some of the first steps you’ll want to take include…

Create Your First List(s) – You can organize the emails you collect into groups called “lists.” To start out, you may want to create a “Master” list where you can put all email addresses, a “Customers” list for people who have already bought from you, and a “Prospects” list for people who have shown interest but haven’t yet made a purchase.

Import Any Existing Contacts – If you already have some emails that you want to add to your new database, now would be the time to do so. You can set up your existing email contacts in a spreadsheet to import them all in one go. Remember, these are folks who need to have expressly agreed to receive emails from you per privacy laws.

Set Up Tags/Segments – As email addresses come in, you’ll be able to tag leads based on how they entered your database, and send segmented emails to more specific groups of customers or prospects. To start out, you may want to create tags for segments like “Landing Page Leads,” “Newsletter Sign-up Leads,” and other entry points so you know who signed up where.

Create an Email Template – These email marketing tools aren’t just for organizing your list—they’re also for sending emails. Get familiar with the different templates, and try designing and sending out a test email from your business.

Bonus! Unbounce integrates seamlessly with ActiveCampaign, Campaign Monitor, and Mailchimp. That means you’ll be able to set up lead-generation landing pages, popups, and sticky bars that automatically route visitor contact info into your email marketing software.

Step 2. Create an Offer You Can Exchange for Email Addresses

Now that you have a tool to collect email addresses, the next step—and possibly the most important part of this entire process—is to figure out how the heck to convince prospective customers to actually give you their emails.

The traditional approach here is to put some sort of “Subscribe” button on your website’s homepage or blog and ask visitors to enter their email address. But have you ever actually filled one of those things out just… because? (No, thank you.) Most visitors skip over a form like that entirely because there’s no real compelling reason to give up your email address in the first place.

An email address is someone’s personal (and private) contact information. Most people aren’t just going to type it out onto any old website, all willy nilly like that. You’ve got to offer up something genuinely valuable in exchange.

That’s why it’s a good idea to take some time and brainstorm what your business can offer that’ll convince visitors to give up their email address first. Because getting the right strategy here will help you build an email list much faster later on.

If you’re wondering what most other marketers do, here are a few of the most common ways to get a visitor’s email address…

Offer a Coupon or Discount Code

MeUndies and other ecommerce brands often offer discounts in exchange for email addresses.

For ecommerce, one of the easiest ways to get a shopper to give you their email address is to offer them a coupon or discount in exchange. This is the most straightforward approach—but it’s also usually the most expensive. “Get $10 Off Your First Order” or “Get Free Shipping” can be powerfully persuasive for visitors… you just need to make sure you factor those expenses into your cost-per-email-acquisition.

Offer a Free Tool or Resource

SaaS companies like Later use free resources to collect email addresses.

The other common way to build an email list fast (especially if you’re in SaaS) is to create a free resource and gate it with a form. The key here is that it has to be something your audience would find useful that also aligns with your business expertise. So, for example, if you run an online pet store, you might create a free guide all about “How to Choose the Perfect Leash for Your Pet.” Or if you run a hair salon, you might create a “How to Cut Your Hair at Home” guide for customers staying at home during the pandemic.

Run a Sweepstakes, Giveaway, or Contest

This example of a giveaway run by Fat Stone Farm and Webistry helped bring in over 15,000 leads. Click here to see the full story.

People love free stuff. There’s something about sweepstakes, giveaways, and contests that just appeal to our lizard brains. (“Why yes, I do want a chance to win a lifetime supply of mayonnaise. Where do I sign up?”) You could even consider setting up ongoing sweepstakes like this one from Fat Stone Farm to collect customer emails on a weekly basis.

Set Up an Email Newsletter

An example of a newsletter by Toast to help restaurants during COVID-19.

I know I said earlier that people never sign up for newsletters “just because,” but they will sign up if you give them a compelling reason to. You can offer a newsletter as a way for folks to hear about your latest products or curate content based on what might be important to them during COVID-19. (This strategy works particularly well in B2B, where you can use a newsletter to share stories of how your other customers are navigating the crisis.)

Ultimately, it’s up to you to choose the approach that makes the most sense for your business. You may even want to test a combination of these two approaches to build your list faster. For example, check out how this baby food brand brought in 14,000+ email subscribers in less than a year using both coupons and a free guidebook. (You may also want to look into other creative ways to generate leads, such as free webinars, templates, quizzes, and online tools.)

A word of caution—be careful with any emails you collect for purposes other than marketing (like when someone places an order on your website). With regulations like GDPR in place, you’ll want to obtain explicit consent from your visitors in order to send them promotional emails.

Step 3. Build a Landing Page, Popup, or Sticky Bar to Collect Emails

Next, you’ll need to create a landing page or popup (or both!) to start collecting emails for your list. These will be the spots where you display your offer and ask customers to enter their contact information.

Landing pages are great if you have a juicy offer that needs some explanation (like a free resource).

Popups are perfect for short and to-the-point offers (like discounts or coupons).

Sticky bars are good for adding onto the top or bottom parts of your existing storefront or website for quick offers (again, think discounts, coupons, newsletters).

Creating a landing page or popup is pretty simple using Unbounce. (You don’t even have to get your hands dirty with HTML or CSS—which is super helpful if you’re not a developer like me.) Get started with one of our lead-generation templates and customize it using the drag-and-drop builder to match your brand and offer.

Some of the lead-generation templates you get with Unbounce for collecting email addresses.

You’ll want to connect the form on your landing page or popup to your email marketing tool, and then test it out to make sure everything is hunky dory. Hit publish when it’s ready to go, and you’ll be ready to start building your list.

In Unbounce, it’s easy to set up your landing pages, popups, and sticky bars so all new leads get routed directly into your email marketing platform.

Step 4. Advertise Your Email-Gated Offer

Now, it’s just a matter of directing visitors towards your offer. There are a few different ways you can do this, depending on what type of offer you set up in the previous step…

Use Popups and Sticky Bars to Promote the Offer on Your Website

An example of a discount offer popup by the clothing store Chubbies.

If you already have a lot of visitors coming to your website, you can set up a popup or sticky bar to get people’s attention and promote your offer. With Unbounce, you can set these to show up (or slide down) on any high-traffic page of your website, including your homepage. Advanced targeting options let you time ‘em so they only appear when you want them to—like when a visitor is exiting the page without purchasing anything, for example.

Post to Your Blog or Social Media Channels

Hey #ecomm #marketers! DYK that #landingpages can convert browsers into buyers at TWICE the rate of a product page? Start convertin’ like the best of ’em w/ the Ultimate Ecommerce Landing Page Lookbook ft. @klientboost, @boxycharm, @twillory, & more https://t.co/bcbX6kOgqQ pic.twitter.com/yl8OPhJZx4

— unbounce (@unbounce) October 24, 2019

If you already have an online audience on social media (or via a blog), you can use these channels to organically get the word out about your offer. This is a great way to connect with your existing audience and turn social media followers into email subscribers so you can reach them more directly.

“But wait, why do I need the emails of people who already follow me on social media?” I hear you asking. The sad truth is you only reach a small portion of your audience with organic posts on most social media platforms. (For example, according to research done by Hootsuite, the average reach of a Facebook post is only 5.5%.) Getting directly into your prospect’s email (where open rates are typically above 20%) is far more valuable than relying on organic social impressions.

Set Up Paid Ads to Drive Traffic

An example of a paid ad on social media for a free resource by Shopify Plus.

If you don’t already have an online audience and you’re truly starting from scratch, you may want to try investing in some online ads. Lots of brands use social ads on Facebook and Instagram to promote their free resources or discounts that get customers in the door. Think of this as an investment—once you have a list of emails, you’ll be able to reach out to these customers directly (for free).

Step 5. Start Sending Regular Emails to Your List

An example of an automated welcome email from HubSpot.

Once the ball starts rolling, you should start seeing the email addresses come in from your offer. Don’t worry about waiting until you cross a certain threshold of subscribers before you start sending emails to your list. Instead, build a personal relationship with those initial subscribers and get feedback from them on what types of emails they would like to see from your brand. This will help you create an email strategy that resonates with your audience as it continues to grow.

It’s also a good idea to set up automatic email nurtures that go out to new subscribers and to begin scheduling promotional emails on a regular basis. If you’re consistent, your list is much more likely to be active and engaged.

Build Your Email List Faster with Unbounce

Once you have the email addresses for your customers (and prospective customers), you’ll be able to easily let ‘em know about your latest products for sale, landing page promos, and store updates. Use the drag-and-drop builder in Unbounce to quickly create high-converting pages and popups that collect emails much faster.

Get started today by checking out some of our lead-generation templates.

from Marketing https://unbounce.com/campaign-strategy/how-to-build-an-email-list/ via http://www.rssmix.com/

#SEO

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symposiumgo · 6 years ago

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The Recent Changes In Medical Coding And Its Effect In Your Practice

Introduction

As technology became more reliant in the healthcare industry, medical coding has developed into a crucial part of it. Medical practitioners as well as insurance companies have grown contingent to medical coding with each passing improvement.

The coding process originated in the 17th century England has today advanced into a systematic procedure in the industry.

What is Medical Coding?

Medical coding principally translates healthcare record, diagnosis, reports, medical services and systems into specific alphanumeric codes.

It is centrally the process of translating extensive medical data and services into efficient and uncomplicated codes. Daily, numerous patients visit the hospital, and with each visit the data multiplies several folds, making it a lengthy process for medical practitioners to evaluate.

Medical coding helps in the assessment of records by generating appropriate codes and labels mitigating the daily burden of billers and coders. It is essential for medical coders to translate and update the codes correctly to make the billing procedure free of any errors.

These codes, later on, help in claiming reimbursements during billing by the hospitals which benefits both the patient and the doctor. Therefore, due to the recent overhaul in the industry, every hospital is in acute need of a medical coder.

Medical Coders- The new foundation in Healthcare

Translating all the patient records into codes is not an easy job in healthcare. A certified Medical coder must work well with numbers, computer systems, and various software programs. He can work in hospitals, clinics, urgent care facilities, nursing homes, treatment centers, etc.

The coder first takes the medical charts and records from the doctors and read the patients' reports. After reading and understanding the procedures, they assign codes, feed data in the computer and finally translate the records for an enhanced coding and billing system. It is important to decipher the data accurately as any change in a minuscule code can result in an erroneous judgment during a medical procedure.

A medical coder plays a vital role in the reimbursement process. After giving required services to a patient, medical practitioners or hospitals need to be reimbursed by the insurance companies. The codes of services and facilities provided by medical coders help the doctors claim their reimbursements.

Why is medical coding the next best thing?

With each patient visit, there exist at least 2-3 set of records and documentation. These records can get as descriptive as the visits increase. And to decode such intricate reports, certified medical coders are a must.

In the years to come, the rate of hospital visits will cross over 6 billion visits a year which directly indicates a hike in the proportion of patient data. These complex data need to be converted into simple terms for medical practitioners, billers and insurance companies to understand. Medical coding helps the practitioners to follow the previous visit's data. It includes the necessary treatment, kinds of symptoms a patient has or any other detailed analysis helpful in the diagnosis of a patient.

These codes make communication with the doctor easy by providing the documentation and comprehensive patient data into an easy to understand the coding system.

Commercial payers like insurance companies, Medicare and Medicaid use these codes while paying a claim.

It is indispensable to submit and communicate appropriate codes because these organizations can even refuse to pay if these codes are in any way inappropriate or erroneous. The common language is too vague for the insurance companies to know what type of reimbursement they have to pay.

The coding and billing system helps the companies segment their payment options easily. The insurance companies use these codes in eliminating the fraudulent claims or any other errors in payments.

Big changes ahead in medical coding

CMS administrator, Seema Verma, in the proposed rule has manifested the patient over paperwork initiative. The recent changes in the various codes and modifiers only corroborate with what the CMS's agenda was.

1. E/M changes

a- The key change made in the E/M visits is the use of time basis or the decision making capability of the practitioner rather than the 1995 or 1997 guidelines. This change has made the E/M visits less papery and strenuous for the coders.

b- E/M codes are part of the CPT codes which holds a prominent position while translating the records in the codes.

2. Additions in CPT codes

a- From 1st, January 2019 the new CPT (Current Procedural Terminology) codes have come into effect. CMS has deleted 72 codes, added 164 new codes and revised 49 codes in the latest rule.

b- Category II codes, under surgery –Integumentary, Pathology and the Medicine section has testified the highest revisions in the updated codes.

c- In the 2019 updates, CPTs 99446, 99447, 99448 and 99449 are now covered for Medicare patients.

3. Latest ICD-10 CM revisions

a- ICD-10 CM codes are effective from October 1, 2018, through September 31, 2019, with various revisions, additions, and deletions.

b- The latest updates include 279 new codes, 51 deleted codes, and 143 revised codes. A total of 71,932 active codes have been recorded with the most recent CMS revisions.

c- Chapters 1, 3 and 8 witnessed no new changes whereas chapter 2,7,11,14,15,16 and 19 went through the highest changes.

4. HCPCS codes overhaul

a- CMS has also changed HCPCS codes Q9994, effective December 3, 2018.

b- The HCPCS code B4105 is changed from D "Special Coverage Instructions Apply" to C "Contractor Discretion. Code B4105 replaces code Q9994 effective for claims with dates of service on or after January 1, 2019.

With the latest live Healthcare Webinar, SymposiumGo is bringing you all the latest updates related to the latest changes in the coding environment as well as other healthcare topics.

#coding and billing #coders and billers #medical coding and billing #healthcare compliance webinars #healthcare live webinars #hipaa compliance #symposiumgo

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horizontrust · 2 years ago

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veworfusion · 2 years ago

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animationjust · 2 years ago

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Handwritten notes and sketches with fingers or a stylusĭigital note taking is one of the most essential skills you’ll use throughout your life, and you need the best tools to learn and perform at your most productive level.

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How to Choose a Microsoft OneNote Alternative.

Top 17 Note Taking Apps – Microsoft OneNote Alternatives.

#Microsoft onenote linux

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homebusinessuniversity · 6 years ago

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TWITTER FOR BUSINESS | STEP BY STEP TRAINING & TOOLS | 2019

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bestscreensharingsoftware-blog · 6 years ago

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ou can try out each of the best free webinar software 2018 for startups and opt for the most user-friendly option that suits your business

#Best free webinar software 2018

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topicprinter · 6 years ago

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Hey all,Just wanted to add a little preface to this post with some context. My colleague James just wrote a massive piece detailing everything we did to drive a ton of sales from a recent webinar.Unfortunately, James is a big-time lurker, and doesn't have the karma to share it with you. But I do!I've read through this a few times myself and I think he's done a really impressive job in giving you a look behind the scenes when it comes to our webinar strategy.I hope you find this useful! And please, feel free to reach out to me here or on social (not sure if I'm allowed to post it, so I'll hold off) if you have any questions about running your own webinars.P.S. There a quite a few (useful!) images in this article. If you don't already have RES, I'd recommend you go get it. :-)So this is the closest thing I've ever had to something worthwhile to put in this community.I'm head of inbound marketing for a tech startup in Vancouver, Canada, and 4 weeks ago our team met to discuss how we planned to meet our growth goals for Q4.One of the main things we talked about was webinars.I've always enjoyed the sound of my own voice, so I thought I'd give it a go.The webinar we ran, after a lot of trial and error, has driven more than 11k in sales, and I wanted to share how we did it. Not sure if /r/Entrepreneur will take the whole piece, so I may have to link at the bottom.Basically, this covers everything we did in the 4 weeks before going live with my webinar, "How to Increase Sales This Black Friday & Cyber Monday."4 weeks before the webinarWe started with a brainstorming session. Here's the questions we asked:1. What will our target market be interested in learning more about?- A webinar on Justin Bieber may get people to register, but those people wouldn't be particularly interested in buying your email software after the fact.2. What subject is related enough to your business that an offer related to it would be desirable?- Your target market may care about sales optimization, but if your business sells Wordpress themes, your post-webinar offer won't get a lot of interest.3. What do I know about? What am I a genuine expert in?- This one goes without saying. You are the primary reason people register. You need to have a demonstrable expertise in your webinar's subject matter to get them in the door.4. Can this topic be visually-represented? Does it have visual elements?- You talking without a slidedeck or screen capture gets boring fast. Choose a topic which engages your attendees visually.5. Will this topic stand out from the crowd in some way?- You're not the only business or marketer running webinars. Tie your topic into a current event, or put a spin on it (original research, perhaps) which helps you stand out from competitors.After throwing a bunch of ideas up on the board, we landed on one which we felt ticked all these boxes: Black Friday sales strategies: timely, interesting to our target market, and delivering strategies which attendees wouldn't have seen before.And, as important as any of those, this topic gives Wishpond the opportunity to show off the value of our software to prospective customers.The next step was planning:For project management, we use Asana. It allows us to see exactly who's responsible for each task, when that task is due, and (most importantly) to leave little notes for each other - some of which are even relevant to the task!Here's what the Black Friday webinar plan looked like:https://www.wishpond.com/wp-content/uploads/sites/3/2018/10/Asana-plan.pngThis calendar dictated our responsibilities for the next few weeks.At this point the Wishpond marketing team separated to divide and conquer.Takeaway:Dividing and conquering is the only way to create a complete webinar campaign. There's so much to do. Get your team together and assign responsibilities, and use Asana (or a similar project management tool) to organize it all.3 Weeks Before Going LiveHere's what we needed to accomplish three weeks out:Step 1: Complete the webinar landing page (needs to be done before we can start sending traffic)Step 2: Send a mailout to existing contactsStep 3: Research and decide on a webinar platformStep 4: Complete the website additions to direct visitors to the webinar landing pageStep 5: Complete and launch Facebook AdsStep 1: Create the webinar landing pageWishpond makes the creation of landing pages easy, and we're lucky enough to work for Wishpond. So building a campaign page for our webinar was relatively straightforward.That said, it does help to have Carlo (a graphic designer before I stole him for the marketing team) on hand…Here's the page he designed:https://www.wishpond.com/wp-content/uploads/sites/3/2018/10/webinar-landing-page.pngThere are a few essentials here, which we made sure to include:The form: You should collect exactly the information you need, and nothing more. More fields will reduce conversion rate. Fewer fields, and you won't be able to personalize your follow-up emails.The countdown timer: Countdown timers increase urgency, and have shown to increase webinar landing page registration rates significantly. Wishpond's editor enables you to drag-and-drop a countdown timer just like this one.The "About your Host" section: You need to prove that you, or whoever is hosting your webinar, is an expert on their subject. "Why should I listen to this person for 40 minutes?" is a pretty serious question you need to answer.The "What you'll learn" section: After all, people need to know exactly what they stand to benefit from your webinar. Don't hide this.Step 2: Send a mailout to existing contactsThis was pretty standard. It looked like this:https://www.wishpond.com/wp-content/uploads/sites/3/2018/10/black-friday-newsletter.pngSince running this webinar, I've read more about incentivized referrals - basically, rewarding people when they share your brand or your promotion.Step 3: Research and decide on a webinar platformWe needed a webinar platform which worked well, looked great, and connected easily with our other tools.I'm part of a few marketing communities on Facebook, and a timely question from one of the other members was super helpful here:https://www.wishpond.com/wp-content/uploads/sites/3/2018/10/webinar-software.pngDemio. It came up several timesSo we looked into it, and absolutely love the platform.It's clean, affordable and the UX is awesome. I won't wax on about it, but yeah, it's a really solid tool. Check them out.Takeaway:You're not alone. If you have a question about anything to do with setting up a webinar (or marketing in general) there are thousands of marketers willing to answer. Check out Quora and Facebook communities.Step 4: Create website additions to drive people to your landing pageThis, like the landing page, is Carlo's wheelhouse.Website additions, like popups and welcome mats, are an awesome way to drive your website traffic to register for your webinar.He created a popup for the Wishpond blog as well as a welcome mat.However, we didn't end up using the welcome mat, as we determined it could hurt our website conversion rates).TakeawayDon't be afraid to kill your darlings. Creating these website additions took Carlo about half an hour. Having a tool like Wishpond makes it super simple, which means it's okay when plans change. If he'd committed a full day to creating and coding a custom welcome mat, we would have had a harder time throwing it in the trash.Step 5: Create and launch Facebook AdsThis was a mistake.We created the ad designs and messaging, created tests and launched nine Facebook ads.Then we sat back and watched. And the cost per registrant just kept going up.We paused the campaign, created new designs and re-launched. But we couldn't make it work. When we couldn't get below $35/registrant, we had to stop.We'd driven 11 registrants for $400.At our customer value, this wasn't profitable.If we're paying $35/registrant, and only 10% of registrants book a demo after the webinar, and our demos have a 25% subscription rate, we'd need a customer value of $1,400 to make it break even. And we don't have that quite yet.TakeawayIt could be our target market (marketers are notoriously expensive), but my thoughts are that you'll get more bang for your buck if you ignore ads and, instead, get webinar registrants from your website traffic or past customers (i.e. popups and newsletter mailouts).Have you made Facebook ads work for webinars in the past? How?2 Weeks Before Going LiveTwo weeks before going live, we needed to wrap up a couple things:Step 1: Compete the slidedeckStep 2: Write the post-webinar email seriesStep 3: Write the reminder emailsStep 1: Complete the slidedeckI use Google Presentation for every presentation I do. The platform is super simple, and I love the ability to share, co-edit, and add seamless transitions.TakeawayThere are a few things to remember when building your webinar slidedeck:- Include less text than you think. Honestly, go back over your slidedeck a few times and remove text. If you need text prompts, write out notes. Don't ask your webinar attendees to read while you talk.- Add transitions. This is especially relevant between paragraphs and lists. Show only one idea at a time.- Make your images as large as possible. You never know what resolution or screen your attendees are going to be on. Don't bank on them being able to see what you're talking about. Err on the side of massive.Step 2: Write the post-webinar email seriesOnce your webinar is over, you'll need to have a strategy in place to turn registrants into customers.We've found (in other campaigns) that a 3 or 4-email series is the best way to do that.Sent automatically, a real person will get involved as soon as someone replies to the email. Other than that it's completely automatic.Here are templates similar to the three emails we wrote:Email 1: Post-webinar essential infoThank you so much for a successful webinar!Even if you didn't attend, I wanted to send you the recording/slidedeck.Exclusive to webinar registrants, I'd like to give you a [X%] discount to [Your Business] until the end of the month.If you have any questions about anything in the webinar, let me know!Email #2: Webinar follow-upWanted to make sure you received my last email?We're offering a [X%] discount exclusively to webinar attendees until the end of the month, and I didn't want you to miss out!Let me know if you have any questions! Email #3: Won't keep bothering you I won't keep bothering you, as I haven't received a response and I don't want to clutter up your inbox.I did want to send you one last thing. This [resource related to the webinar content], which can [concrete positive outcome].I'm always here if you have questions about [webinar content]!Step 3: Write the reminder emailsThe biggest barrier between a profitable webinar strategy and a failed one isn't the design of the page or the content of the webinar, it's attendance.On average, only 25-50% of your webinar registrants (those people you've worked so hard to get) will show up on the day.So I put serious time into writing 4 reminder emails:An auto-responderA "24-hours remaining" emailA "1 hour remaining" emailA "15-minutes remaining" email1. Auto-responder emailImportant webinar informationHi [First_Name]Thanks for registering for [Webinar Name]!Webinar Details:Name of WebinarDate:Time:I'm excited for the big day, and can't wait to share the strategies we've used to [achieve concrete, positive result].To make sure you don't miss it, use this link to add the webinar to your Google calendar:And be sure your friends don't miss it! Share with your network and get a free Starbucks coffee on me, to drink during the webinar! - [Link]Looking forward to it!To add "Add to Google Calendar" links to your emails, check out this url generator.2. A "24-hours remaining" email:Subject Line: Only 24 hours left!Hi [First_Name]Only 24 hours before we get rolling with [Webinar Name]!Can't wait to see you there at [time].If you haven't already, be sure to share the webinar your friends to get a free Starbucks coffee on me, to drink during the webinar! - [Link]Cheers!To send your registrants a free coffee from Starbucks (which is more than worth it, believe me), check out the Starbucks website.3. A "1 hour remaining" email:Subject Line: [Webinar Reminder]: 1 hour left to get your free coffeeHi [First_Name]We're going live with [Webinar Name] in about 55 minutes!Log in to the webinar waiting room using this link:And you still have time to earn that free Starbucks coffee by sharing this link with your friends: .Only by attending will you get my exclusive [secret strategy] which won't be in the recording!Can't wait to see you there!That's a bit of a gamble, that last sentence. Whether you do want to hold back something exclusively for attendees is entirely up to you. My recommendation would be to test it. Do you get more people to attend (and buy from you) if you do hold something back, or do you get more if you record the whole webinar and send it to all your registrants?4. A "15-minutes remaining" email:Subject Line: [Webinar Reminder]: 15 minutes leftHi thereStart settling in!We'll be going live in about 15 minutes.Grab your coffee and log in to the waiting room by clicking this link: .Can't wait to see you there!I will give you some strategies below for how you can still turn registrants into customers, even if they don't attend your webinar.Week of the WebinarThe week of the webinar was all about setup and rehearsal.We also sent another mailout to everyone who hadn't opened the previous one (didn't want to bother people who had already registered), but I've already covered that.This section will cover the essential steps you need to take the week of the webinar and on the day itself.Step 1: RehearsingI scheduled two full-length rehearsal webinars for the Monday and the Wednesday before going live on Thursday morning. I invited (of course) Carlo and Mateus, but also Ali (our CEO) and a few people from sales. I wanted insight from as many different people as possible.Rehearsal of your webinar does several essential things:Allows you to get a feeling for how long you should be talkingAllows you to record yourself, to see where you're weak and where you're strongAllows your colleagues to give notesGives you confidence in your subject matter and your webinar content Rehearsing is huge. Don't even attempt a professional webinar until you've done the entire thing (with recording) at least a couple times.Step 2: ModeratingNot only do moderators give you that extra little "this is professional" kick, they are also super helpful.My colleagues Carlo and Mateus both acted as moderators during my webinar.Moderators do a number of essential things:Moderate: As in, they kick out anyone who's spamming or trolling the comment sectionProvide relevant links: If you mention your Twitter handle, email address or a demo link, your moderators can put it in the comment section for attendees.Collate questions for the Q&A: Rather than you having to scroll through all the comments at the end of the webinar, have your moderators put all the questions in one place. Then you can answer them more smoothly.Top Tip:This is a bit cheeky, but everybody does it. If there's some information you'd really like to share with attendees but you don't want to appear too salesy, have your moderators "ask" some pointed questions as if they were attendees.For instance, in my last webinar I had a total stranger/my colleague ask "How do we book a demo, again?" as well as "What software do you recommend we use to create the website popups you showed us?"Step 3: Giving people time to arriveOnce I went live, I introduced myself and told everyone how excited I was to start the webinar.Then, and this is crucial, I gave attendees a couple minutes to arrive.My webinar started at 10am. I went live at 10:02 (intentionally) and told everyone I'd get rolling at 10:05. This gave latecomers time to enter the webinar.Have you ever turned channels to find a movie which started 10 minutes ago? You've missed the beginning, which is everything. You can spend the next 2 hours wondering "Wait, who's that guy? Is that the main character or the bad guy? What's he trying to do?" What's the chance you'll stick with that movie?Webinars are no different. A big part of keeping people to the end of your webinar is ensuring they're there when you start. Give them some time.Final thoughtsSo there you have it: the exact strategy we used for our most recent webinar."How to Get More Sales This Black Friday and Cyber Monday" drove 524 leads, 115 of them new to Wishpond. Those leads have turned into over $11,000 in sales, and the follow-up emails are still going out.I'm super happy with how this went. It was nerve-wracking and I was sweating the whole time, but it was exhilarating and fun, nonetheless.I really hope you give webinars a shot, and let me know if you do!If you want to see the original post in its fully-formatted glory, just click here: https://blog.wishpond.com/post/115675437738/guide-to-webinars

#/r/entrepreneur #reddit

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zaepsae-blog · 7 years ago

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7 Trick Associate Advertising Trends To See In 2018

They have no understanding regarding the products they promote. Generally, associate advertising in its modern outfit is rather simple: an associate online marketer seeks a business whose solutions or products are saleable and intriguing, and then chooses in order to help out with the promotion of that business's product. Which to inform you the truth after 5 years in this business is actually the most convenient route to go. Currently do not obtain me wrong, I'm not saying you should not, at some point in your advertising and marketing profession, go out and create your personal item. To provide an example, if you were promoting a software that automates blogger outreach, your webinar could speak about high-level approaches for outreach that participants could carry out by hand, after that position the product as a time-saver that lets you concentrate on the relationship-building as opposed to the preliminary outreach. Your revenue will be directly related to the type of deals you advertise, what does it cost? website traffic you get to the site, and your understanding of various other online marketing abilities like e-mail advertising and also SEO. With the means things are going, the future is extremely promising as well as it seems affiliate advertising and marketing will be her to remain for a very long time. When we first began right here in Thailand, numerous customers might not think that they can obtain 'cash money back' free of cost, simply by going shopping online," claimed Founder as well as Chief Executive Officer Jack Chaiyupatumpa. Different affiliate networks supply different items so you'll wish to hunt around to discover the one( s) that are the best suitable for you. The Success of your Web Marketing or Affiliate Advertising Business depends to a terrific level on numerous inputs such as Resolution, Dedication and Inspiration to name a few. The best associates will certainly offer you a good commission in order to entice you to advertise their service. When I initially began marketing online, I was crawling. Products and devices that make affiliate marketing simpler to apply, optimize and measure. The secret to obtaining your associate program off the ground is to discover the best affiliate for your company. For example a goal of $5,000 a month reasonably possible, but a very first time associate marketer is not most likely to achieve it when launching. Unlike a lot of advertising channels, you just pay per deal with associate marketing. Affiliates usage ShareASale to find products to promote, and also earn payment for recommendations on those products. Many times I've done this I've advertised a physical product.

#online #paidads #marketing

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congruentx · 3 years ago

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Top 4 Microsoft Dynamics 365 CRM Marketing Automation Tools

Having a successful customer relationship management platform for your business depends on a holistic approach to CRM adoption which also puts the emphasis on integrating various tools in your CRM software. For instance, choosing to integrate dynamics marketing automation tools with your CRM software enhances your business revenue potential.

Marketing and sales are the two pillars of any business and in a digital world, there are a number of tools for supporting the two pillars of your business. An integrated marketing and sales solution can easily,

save time

Track, score and nurture more leads

maintain prospects

handle customer relationships more efficiently

deliver important messages

analyze ROI

Now that you know why you must consider Microsoft Dynamics 365 CRM marketing automation tools, keep reading to find out about the top 4 tools that will work wonders for your business!

ClickDimensions

The only marketing automation solution to be embedded in Dynamics 365 CRM, ClickDimensions does an amazing job of handling email campaigns. Blessed with some enterprise features like forms, lead scoring and duplicate detection, ClickDimensions allows users to create customized marketing calendars, manage events and access site analytics. If you are considering CRM adoption then you must consider these tools as well! On top of that, since ClickDimensions works directly within the Dynamics 365 CRM platform, updates happen in real time, keeping your data in sync always.

Microsoft Dynamics 365 Marketing

Launched by Microsoft in 2018, Dynamics 365 Marketing is one of the most useful dynamics marketing automation tools out there. Developed as a complete marketing automation solution, Dynamics 365 marketing boasts features like multi-channel campaigns, events, webinar management, lead tracking, lead scoring (and nurturing), data visualization and the like. Since it’s a part of the Dynamics 365 family, Dynamics 365 Marketing works easily with Dynamics 365 CRM and even with other Microsoft products like Office 365, Power BI and Microsoft Teams.

Sugar Market

Formerly known as Salesfusion, Sugar Market provides functionality for creating campaigns, nurturing leads, contact management, access to analytics, social media tools, landing pages and forms - all without the price tag of a bg enterprise solution. Sugar Market offers an unique service whereby the company handles efficient campaign execution as well as reporting while keeping you free and letting you focus on your messaging and strategy. Best suited for mid-market organizations, Sugar Market’s integration is available for both Dynamics 365 CRM on-premise as well as hosted environments.

Act-on

Developed as a flexible solution accompanied by multiple pricing tiers as well as support plans, Act-on offers an extensive marketing automation functionalities with the added bonus of having the option to add more advanced features like reporting, business insights, as well as account-based marketing functionality. If you have recently opted for CRM adoption, with Act-on you can nurture your leads, segregate contacts and even run automated campaigns. The best thing about Act-on is that it’s integration to Dynamics 365 CRM is flexible, allowing you to access the data you would like to see in Act-on and how often you would like your two systems to sync.

#crm adoption #congruentx

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hunterglow224 · 3 years ago

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Business In A Box 2020

Starting an online organization to sell courses or other academic items requires more than just a site with your item listings. Have you already leveraged a strategy for marketing your products and incentivizing clients? Kartra ”Affiliate Business In A Box” And how much cash will you need to put into it before you get money out of it? What about the logistics of payment plans and payment processors?

The sheer weight of all of it can be disabling, but you’re not alone. This dilemma can be fixed with the right software application.

The term “all-in-one” platform frequently creates mixed reactions. On the one hand, the simplicity and ease of browsing a single platform is really attractive. And on the other hand, it might appear too good to be true– perhaps it has all the pieces you need, but are the pieces any good? Suzuki ltr 450 oil capacity. Both responses are fair, especially when you’re online organization will rely practically completely on the software application you select.

A free version of Business-in-a-Box 8.0.4 can be found on our software library. The copyright holder of it is BizTree Inc. The software can be often named 'Business-in-a-Box Application', 'Business-in-a-Box Demo FR', 'Business-in-a-Box. Top 20 Contract Management Software (2020) Best For. Business-in-a-Box is designed to help business people get more done in less time. This do-it-yourself document templates software has been created. Turn YOUR Business Into An Automated Online Sales Machine (In Just 2 Days) Introducing Online Business In A Box™ The Online Business In A Box course is a proven and tested online implementation program that teaches you exactly how to start and set up a fully automated online business in just 2 days. Business in a box 2020 serial numbers, cracks and keygens are presented here. No registration. The download is free, enjoy.

That’s why, in this short article, I’m going to introduce you to Kartra, a platform that weds the very best of both worlds. From a single user interface, you can effortlessly produce, launch, and market your online business.

What Is Kartra?

Kartra is a cloud-based, fully-integrated internet marketing platform. An overwhelming 90% of companies won’t make it past the first 5 years, and among the most significant contributors to this statistic is that they aren’t prepared to market effectively. Kartra ”Affiliate Business In A Box”

To fix that problem, Kartra provides a detailed set of features that work together seamlessly to make it possible for even rookie entrepreneurs to succeed. Too ofetn, the need for these functions is discovered when you are deep into running an online organization. By then, it’s really challenging to backtrack; there’s too much to lose. To keep things going, you often wind up forking out a great deal of money– and developing a lot of trouble– to bolt on solutions.

Kartra requires one platform, one set of login credentials, and one fixed monthly payment to develop, launch, and market your online organization. It provides you everything you need– a professional market, appealing landing pages, subscription abilities, and an effective checkout process that’s uniquely developed to maximize customer conversion rates.

The Marketers Behind Kartra

The Kartra platform was developed by internet online marketer Mike Filsaime and Andy Jenkins in 2018. The pair formerly constructed Saas tools Webinar Jam and Ever Webinar through Genesis Digital.

Corel 2019 crack. Frank Kern, a rock star in the direct response advertising world helped build training modules and workshops for Kartra Academy. The academy is totally free for Kartra users and an indispensable resource for the all-in-one platform.

Pros

It’s an all-in-one online marketing platform

It has inbuilt funnel templates

It supplies great value for your cash

It boasts special features such as membership websites and the helpdesk

Great for beginners

It has a trustworthy video hosting capacity

Pre-made online campaignsPre-written sales copies

Affiliate system Kartra ”Affiliate Business In A Box”

Email autoresponder system inbuilt

Lots of videos to learn from

Cons

No third-party integrations

There’s not much known about Kartra because it’s a new company

It’s pricey if you are a small business owner

It’s not great when it pertains to physical products

Kartra Features

You will have all the info of your affiliates in one place, so you will have the ability to interact with them in a simpler way. You can even remain connected with them with the integrated affiliate e-mail system. This will help your network grow.

Kartra has a calendar to set up all your conferences with your clients, no matter the business design that you have. It will help you have everything organized. Your clients can set up, inspect and self handle their consultations by themselves, this tool is life changer.

This is a perfect tool if you sell items online, either physical, digital, individual and training courses. Produce a special item page and checkouts that will make your website stand apart from the rest.

Kartra has templates that you can use to develop a page, they have pre-made design templates that are different for each type of business, you just need to click the design template that fits more to your need and edit it to make it work for you.

With Kartra you can send automatic emails to follow up with your customers, and you will have the ability to develop the design templates and make the email customized for each customer.

Kartra makes it possible for you to integrate your favorite third-party apps, payment gateways and cloud/SaaS business platforms all into one convenient location. If one of your favorite tools can’t integrate to Kartra basic email them and they will help you. Kartra ”Affiliate Business In A Box”

Ready Developed Projects/ Funnels

Kartra has start to finish web marketing projects in place and they are designed by Frank Kern– a man who has generated a million in a day from online marketing campaigns. Essentially you get spoon fed a marketing system developed by among the leaders in the field.

The most work you perform in these projects is input your product name, and preferred pricing.

You can also develop your own projects if you believe they can equal Frank Kerns! Kartra utilize a drag and drop sequence builder which can permit you to automate email series and add customers to subscription lists in a personal method which helps increase conversions. Kartra ”Affiliate Business In A Box”

Taking more control of your funnel content will happen naturally as you gain experience but these templates a terrific base to begin with if you are new to internet marketing.

Business In A Box Review

Karta Review – What Can Kartra Replace?

This was the first question I asked after I went through the marketing material. It is a great way to measure how valuable Kartra could be to your organization. I started to do the math.

This is the software application I am already using or planning to use to handle my online marketing:

Landing Page Software: Leadpages $25 monthly

Email Automation: Drip and ConvertKit $41 each month or $29 each month

Form Creation: Drip, ConvertKit, and Leadpages all provide this

Course Hosting: Teachable– $39 each month

Shopping Cart: SamCart– $99 per month Kartra ”Affiliate Business In A Box”

Business In A Box 2020 Chevy

Affiliate Management: I have actually been testing iDev Affiliate. $39 each month

If you are simply beginning, you might only require Landing Page and Email Automation software application. If you are on a limited budget Leadpages $37 per month (or $25 per month if paid each year) and a totally free Drip account (free for up to 100 mailboxes), is my suggested route.

Nevertheless, if you add up all the above items you are taking a look at a beginning cost of nearly $250 monthly Kartra Starter is $89 monthly (paid yearly) If you have a bigger email list then the cost increases as displayed in the table below.

Kartra Rates

Summary of plans Kartra has 4 primary billing plans which are the Starter, Silver, Gold, and Platinum plan, which all costs $99, $199, $299, and $499. You can either pick to be billed regular monthly or yearly.

Individual Plans:

Starter Plan For this plan you’re restricted to 2,500 contacts, 15,000 e-mails each month, 100 pages, 20 items and 1 custom domain. Kartra ”Affiliate Business In A Box”

Silver Plan You will be able to have up to 12,500 contacts, 125,000 e-mails each month, and limitless pages, products, unrestricted helpdesk and 3 customized domains.

Gold Plan For this plan you’re limited to 25,000 leads, 250,000 e-mails per month, unrestricted pages, endless products and 5 custom domains.

Platinum Plan You will be able to have up to 50,000 contacts, 500,000 emails each month, and unlimited pages, products, limitless helpdesk and 10 customized domains.

Annual vs Month-to-month Rates

The distinction between the yearly and the month-to-month rates is that you will be able to save approximately 25% is you chose the annual plan.

Incentives $1 Trial

They have a special offer for a 2 week trial for just $1 and try Kartra and see if it is what you are searching for.

Refund guarantee

If for any reason you’re not satisfied with Kartra you can get a complete refund when you request it within 30 days after your purchase. Kartra ”Affiliate Business In A Box”

Final Thoughts

If you only see yourself using one of these features early on like the funnel builder then you are much better off signing up with a more funnel focused platform like Clickfunnels.

Nevertheless, if your company is or will be using numerous features then Kartra will save you a great deal of headaches in regards to cost and in getting numerous software application platforms to work well in tandem with each other.

Not forgetting the quality of each function also, especially their campaign templates, subscription sites and webinar function. Kartra ”Affiliate Business In A Box”

The $1 trial period really should likewise iron out any uncertainty but if you are uncertain about any features, simply ask me your concerns listed below in the message section.

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entrepreneurnut · 3 years ago

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BuilderAll vs Kartra - Which All-In-One Platform Is Best In 2021?

New Post has been published on https://entrepreneurnut.com/builderall-vs-kartra/

BuilderAll vs Kartra - Which All-In-One Platform Is Best In 2021?

Looking for a fair comparison between BuilderAll vs Kartra?

If you’re having trouble choosing between Builderall and Kartra then I’ve pulled each of these all-in-one marketing platforms apart and given my brutally honeys opinion on each.

SPOILER ALERT: Builderall promises to offer more for less.

It does.

However: Does that mean it will help your online business make more sales than Kartra?

Keep reading my comparison to find out.

Kartra vs BuilderAll: Summary

While Kartra and BuilderAll, have a similar set of features, Kartra is the more robust software overall, despite the higher cost. The main reasons include better templates, more comprehensive marketing automation features, and DFY campaigns built by internet marketing pioneers like Frank Kern.

Get Kartra Free Trial

BuilderAll vs Kartra Overview

Here are the main differences between Kartra and BuilderAll:

BuilderAll is more affordable than Kartra

BuilderAll has a Chatbot builder, Kartra doesn’t

BuilderAll has a webinar and streaming feature, while Kartra doesn’t

BuilderAll is more popular with affiliates since the program is almost an MLM scheme

Kartra has a behavior-adaptive marketing which can considerably boost conversion rates with a more targeted message

Kartra has better email marketing tools for automation, and more triggers

Kartra has a help desk that you can connect to all your pages, BuilderAll doesn’t

Kartra has a better selection of templates that are suited for more types of businesses

Kartra has pre-built funnels and campaign templates that renowned marketers like Frank Kern built. Unfortunately, BuilderAll’s are not on the same level

Our Pick

Our pick: Kartra doesn’t only give you access to all the tools you need to run an online business. But it also comes with SUPER-comprehensive marketing automation features to help average business owners like you and me create a marketing machine that’s working on 24/7 auto-pilot.

Try Kartra For 14-Days

Now let’s get into the features and benefits of each of these marketing software features.

We’ll start with BuilderAll and give you a walkthrough of everything it has to offer. Then we’ll delve into Kartra and pick apart the features so you can have a thorough comparison of the two platforms.

More Comparison Articles

GrooveFunnels and BuilderAll compared

GrooveFunnels and Kartra compared

Kartra and ClickFunnels compared

What Is BuilderAll?

BuilderAll started in 2011, but the company behind the tool was founded in 2008 by Brazillian Entrepreneur Erick Salgado. BuilderAll is commonly known as a “cheap ClickFunnels alternative” in internet marketing communities despite it being around for longer.

However, more recently, they have started setting themselves apart from the competition with more features such as their chatbots, streaming tools, or video hosting (BuilderAll 3.0).

Besides that, BuilderAll is also VERY-Known for its affiliate program. When you refer customers, you get paid too. That’s not to say that Kartra doesn’t have an affiliate program – they do, in fact, one of the best in the industry, but we’ll discuss that in more detail later.

Who Is BuilderAll For?

BuilderAll targets online businesses, entrepreneurs, internet marketers, and affiliate marketers looking for an affordable all-in-one tool.

Unlike some of its competitors, it doesn’t have a problem with not charging hundreds of dollars for a large set of features.

Instead, BuilderAll focuses on being affordable, which also makes it quite popular with beginners.

BuilderAll Pros

It’s very affordable

Builderall has a great set of robust features

The tool evolves quickly

It integrates with WordPress, which is excellent for bloggers

It has a Chatbot builder to help you engage customers

BuilderAll Cons

BuilderAll support isn’t very good

The builder feels clunky at times

I don’t like the feel of the templates compared to Kartra

The majority of users are affiliates, which questions how much value there is inside

It doesn’t have as many features as Kartra

What Is Kartra?

Compared to BuilderAll, Kartra is that new kid in school who’s killing it in all the sports games. In this case, I’m talking about internet marketing features here – several of them absolutely kick butt!

Kartra only launched in 2018 but already has one of the most impressive lists of features on the market.

This isn’t a surprise: The people behind this thing, a company, named Genesis Digital, is a well-known player in the internet marketing space.

They’ve also developed software for similar target audiences like EverWebinar, and WebinarJam – which you may have heard of.

Who Is Kartra For?

Like BuilderAll, Kartra is for online businesses, entrepreneurs, internet marketers, and info-product vendors who want to market their business online.

But while BuilderAll focuses on doing everything as affordable as possible, Kartra targets those who want to grow their business to the highest possible point.

It does this very effectively by putting more effort into the marketing automation side of things.

I’ll go into more details on all this in just a few minutes, bear with me 🙂

Kartra Pros

Kartra has some of the best marketing automation features to help you generate more sales

It has a help desk feature to help you provide the best support to your customers

Kartra has some of the best campaigns and high-converting sales funnels templates in the entire industry

Behavior-adaptive marketing on the pages will help you match your message to the visitors’ interests

You get all features on every plan

It has a calendar tool that will help you set appointments, generate leads, and close deals

Kartra comes with detailed analytics and a better CRM lead management system

Kartra Cons

It is more expensive than BuilderAll

It doesn’t have a webinar feature

The builder can feel clunky at times too

BuilderAll Features

Now I’m gonna walk you through BuilderAll’s list of features so you will know exactly what you’re getting for your money.

Cheetah Website Builder

BuilderAll has always had its cheetah website builder. I think the name’s supposed to give you the impression that you can build things super-fast using their page builder.

The builder itself is pretty basic but has a good selection of elements that you can choose from.

Some of the elements include:

Opt-in form

SEO text & (h1, h2, h3, etc. + body text)

Scarcity timers

Images/Videos

When using it, I was satisfied. There wasn’t anything to complain about, apart from the odd lag – and it did the same stuff most other competitors do for about half the price, not bad.

Overall, I think this is BuilderAll’s strongest feature.

Templates

The templates were one of the areas that I wasn’t too impressed with.

The reason?

I just really do get a slight “cheap version of ClickFunnels” vibe from them – but that may just be me.

BuilderAll also seems very internet marketing-focused, and I can’t really imagine a business outside of this industry using the templates.

But, I’ll let you form your own opinion:

Cheetah Funnel Builder

This is a visual sales funnel builder where you can visualize your entire campaign’s emails, pages, etc. – It’s comparable to Funnelytics, but it’s still pretty useful, and I think many marketers would love using this.

Email Marketing Platform

BuilderAll’s email marketing software, called MailingBoss, is not too bad either.

It’s pretty basic compared to most other autoresponders (including Kartra). However, you can still build automation sequences and send newsletters, so there isn’t much to complain about – especially considering the price point of Builderall.

If you were expecting some serious bells and whistles in the automation triggers – I’m afraid this will be a disappointment.

The triggers are very limited (especially compared to Kartra, as we’ll see later):

Link click

Did not click

Campaign open

Did not open

User subscribed

User unsubscribed

The good news is that Kartra does do this much better, as you’ll see in a few minutes in this article.

But if you are looking for a basic autoresponder, BuilderAll’s MailingBoss does the job.

Video Hosting

One thing that I love about most funnel-builders nowadays is that they come with video hosting for your sales pages, membership sites, or wherever you want to use them.

BuilderAll chose to follow this trend – a BIG plus – especially if you’re going to sell online courses.

However, I would love to see a few more tagging options here, though, as they are limited.

That being said, you can add CTAs and text to your videos, which could help conversions.

Blogging Apps + WordPress Integration

Builderall has a blogging app and also directly integrates with WordPress.

I would still not personally use BuilderAll for blog pages simply because you can’t get all your WordPress store plugins to work with it.

The pages you integrate with WordPress are still built and hosted in BuilderAll. Because of this they might be slow, and you can’t make changes to them, apart from the ones that BuilderAll offers.

If you want to, you can use BuilderAll for your landing pages or sales pages that don’t necessarily need to rank well organically in the SERPS.

Checkouts

BuilderAll also has a pretty decent checkout tool, which includes:

Order bumps

Auction Checkout

One-click upsells

Two-step checkouts

Again, this is impressive, especially considering the price point.

BuilderAll Affiliate Management

Using Builderall, you can also create affiliate programs:

Create a tier-1 and 2 affiliate program

The single sale or per recurring affiliate programs

Chatbots

BuilderAll has a unique selling point (USP) that many other competitors don’t have: Chatbots.

The not-so-good news for BuilderAll is that there are alternatives like ManyChat, which do this for only around $10 per month, so this extra feature is unlikely to be a deal breaker for you. Still, it’s a nice feature to have.

However, BuilderAll also has some pre-built funnels, which may make their USP look a little more appealing.

On the highest Builderall plan, it comes with pre-built funnels for different types of businesses and offers. Still, I don’t think it’s going to be a reason to go for Builderall – then again, that’s just my option.

Webinar and Streaming Tool

These are two separate tools, but BuilderAll comes with both a webinar and a streaming tool.

The streaming tool was something that I was pretty impressed with, even though it’s a minor add-on feature.

You can stream to places like Facebook, YouTube, or Twitch from your BuilderAll account, which will make life easier for you.

I know there are endless 3rd party tools that do this, but I still thought it was pretty cool.

BuilderAll Affiliate Program

BuilderAll’s affiliate program is one of the most lucrative out there. You refer customers who, in turn, refer more customers. And you get paid on all those who sign up under you, similar to an MLM. Since this model is very borderline MLM, it attracts a lot of affiliates to use and promote the software.

Is that a bad thing?

Not really, especially if you want to become an affiliate itself and make money with BuilderAll.

However, some might view this negatively because it shows that many users aren’t there for the software – but the affiliate program. But, again, I’ll let you have your own opinion on this.

What BuilderAll Has That Kartra Doesn’t

Here are the features you get with BuilderAll, but not with Kartra:

Chatbots

Visual funnel builder

Better affiliate program

WordPress integration (kind of)

Auction checkouts

Webinars and streaming

While this list of features is nice, most of them are very easy to get elsewhere for not too much money, even if you decide to go for Kartra:

Chatbots? Just add ManyChat for an additional $10 per month.

WordPress integration? Kartra’s kind of got it (more on this later)

Webinars and streaming? Use EverWebinar, StreamYard, or WebinarJam starting from an additional $42 per month

So, it’s not that big of a deal for most businesses out there.

Kartra Features

As you have seen, BuilderAll has set the standard pretty high with their list of features. Let’s look at how Kartra compares.

In my opinion, Kartra is one of the most complete all-in-one platform out there for online marketers, and I think you will soon see what I mean.

Kartra Core Feature: Page Builder and Templates

Kartra’s core feature is its page builder and the templates that come with it. It’s user-friendly and lets you build pretty much any type of page you can think of, and the templates back this up.

Whether it’s a full navigation website or just a squeeze page – Kartra has at least ten templates for every step of your business. The pages are fully customizable, but it uses a block system only to drop elements into a box.

It also comes with all the standard elements like:

Opt-in forms

Count-down timers

Pop-ups

Images/Videos

Behavioral-Adaptive-Marketing

Something unique (and very cool) about Kartra is that it lets you match your Kartra pages to your visitors’ previous behavior.

For example, if they have expressed interest in a certain product (through clicks, scrolls, etc.), you can make your future pages automatically adapt to that. Pretty cool..?

Damn right!

And it’s not just “a cool feature” – it can actually give you a HUGE boost in conversions too.

Embed Your Pages – Anywhere

One thing that I love about Kartra is the ability to embed your pages anywhere.

How?

Using an HTML code that you simply copy and paste. I love that your pages aren’t stuck inside Kartra, and this also counters the WordPress integration that BuilderAll has… So it’s a pretty sweet feature.

If you already have a blog set up on WordPress then you don’t have to worry about trying to also rank additional Kartra pages. Simply embed your Kartra page into one of your WordPress page and rank that page as you would do any other WordPress page on your site.

Checkouts

Kartra, just like Builderall, has some advanced checkouts, including:

Order bumps

One-click upsells

Two-step checkouts

The only area where it misses out is the auction checkouts, but I have never really used them myself, so I can’t comment too much on this.

Membership Site Builder

The Kartra membership site builder is a dedicated platform as it has all the features it needs.

Drip feed content

Several access levels

Advanced analytics

Automated member management

Compared to most dedicated platforms, the only area where it loses is the design.

Email & SMS Automation

Now, this is the part where Kartra gets REALLY SWEET!

Remember where BuilderAll’s MailingBoss kind of disappointed us a little with the lack of triggers and marketing automation?

Yeah, Kartra Mail is the complete opposite!

There are triggers for things like:

When your visitors visit your page

If a lead has watched X% amount of your video

If your customer has requested a refund

If your customer is an active affiliate

Let me give you two really (and I mean really) cool examples:

Example 1: You have a service-based business and you’re building your email list. Months later, one of your leads visits your service pages, and you have a trigger to set up an email campaign if they visit this page to send out an email that offers a free consultation… Boom! Now you have a serious opportunity to close that deal.

Example 2: You’re selling an info product via a sales video (we’ll get to this feature in a few moments), and your lead watches the whole thing… But doesn’t buy. They are CLEARLY interested since they watched the whole video – but the cool thing is that you can have a trigger set up for this and tempt them again using a targeted email.

This is by far one of my favorite Kartra features.

And did I forget to mention, you can do this with SMS too?

There are so many ways you could use this as part of your marketing strategy, I’d actually find it hard to count them all. But I would definitely recommend thinking about all the ways you can use this feature in your online business to your increase sales.

Pre-Built Campaigns & Funnels

As I’ve mentioned at the beginning of the article, the pre-built campaigns and funnels are head and shoulders above what you get anywhere else.

Why is this the case?

Because they’ve not been created by just anyone… You’ll have direct, FREE access to marketing campaigns built by internet marketing legends like Frank Kern.

Besides, you’ll also be able to access the marketplace where you can buy and sell marketing campaigns too.

So if you’re a marketing-savvy funnel wizard… This may be a pretty lucrative income opportunity for you.

Video Marketing

Kartra also lets you host your videos inside of the platform. Compared to BuilderAll, the tool is a little more advanced, and comes with more triggers that you can use to activate your autoresponder.

And you can also use CTAs and headlines in your videos too, which will give you another advantage over your competition.

Affiliate Management

Just like BuilderAll, Kartra gives you a pretty advanced affiliate managed tool.

You can:

Create a tier-1 and 2 affiliate program

Create single sale or per recurring affiliate programs

Use instant payments with Paypal

But where Kartra sets itself apart is that it also lets you create CPA affiliate programs too.

MEANING: You can also pay affiliates for leads they generate (pay per lead), giving you more opportunities to grow your business.

Leads/CRM System

In general, Kartra gives you super-detailed analytics for every feature. Whether it’s email marketing campaigns, video hosting, membership sites, affiliate management – you can SEE everything on a beautiful, easy-to-overview dashboard.

And in general, you can pull up any customer to see all of their actions/history in your business, which I thought was pretty cool too.

Other Features

Other features that are pretty self-explanatory:

Calendar

Forms

Helpdesk software

Integrations & API (we’ll look at these later)

What Kartra Has BuilderAll Doesn’t

Here is a full list of what Kartra has that BuilderAll doesn’t:

Much more comprehensive marketing automation to help you make more sales

Calendar

Helpdesks

Behavior-adaptive-marketing

Much better CRM/Lead management

Slightly better affiliate management

Much better pre-built funnels/campaigns

An affiliate marketplace

As you can see, if you compare this list with the one from Builderall earlier – you will quickly see that the features here are more significant.

Unfortunately, if you want to get these advanced features for Builderall, it will require you to upgrade your entire system.

As you can see, Kartra has a great list or robust features that can go a very long way to help scale your business.

If you still want a more info on this online marketing platform then you can read my detailed Kartra review here.

Integrations

Now let’s take a quick look at the integration differences between Kartra vs BuilderAll.

BuilderAll Integration

BuilderAll has a tiny list of integrations. Of course, it does come with many features, but it’s still quite annoying because you might want to use a dedicated platform in the future, but not be able to.

The main integrations are:

WordPress

Zapier

Integrately

Desktop.com

Pabbly

See the full BuilderAll integration list here.

Kartra Integrations

Kartra has a larger list of integrations, despite not needing a lot of them.

For example, you can integrate directly with email platforms, webinar platforms, payment processors, and more.

Some of the main integrations include:

MailGun

Stripe/Paypal/Braintree/Authroize

Twilio

Google Calendar

Zapier

You also get the Kartra API so that you can integrate with more software too.

See the full Kartra integration list here.

BuilderAll vs Kartra – Pricing Plans

Here’s a breakdown of the pricing plans for these two digital marketing platforms so you can clearly see what you get for your money with each company.

BuilderAll Cost

Get a screenshot from here: https://builderall.com/plans

BuilderAll has more affordable pricing with 3 options to choose from:

The BuilderAll Essential Plan

The BuilderAll Premium Plan

The BuilderAll Funnel Club Plan

Essential Plan – $29.90/mo

Here you get the most basic BuilderAll features at a great price.

Some of the features you don’t get are the dedicated funnel builder, the chatbots & pop-ups, video hosting, and others. It’s pretty much giving you the basics, with some pretty severe limitations.

Premium Plan – $69.90/mo

BuilderAll Premium is the plan where you do get all features, but not the pre-built campaigns.

Funnel Club – $99 /mo ($199 on first payment)

Here, you get all features PLUS:

30+ Messenger funnels

50+ Niche Lead Gen Funnels

50+ Niche Funnels For Agencies

20+ Niche Funnels For List Building

10+ BuilderAll Premium Funnels

300+ Cheetah Strategic Funnels

Special: BuilderAll Premium Funnels

300+ Cheetah Strategic Funnels

Premium Affiliate Automatic Approval

Weekly New Niche Funnels Added

Weekly New Cheetah Strategic Themes Add

Kartra Cost

With Katra, it doesn’t matter which plan you are on – you get all the features besides Kartra agency.

The agency feature is something you only really need if you actually run a digital marketing agency. It will allow you to sell Kartra accounts and manage them for your clients.

Here are the details on the cost of Kartra:

Kartra Starter ($99 per month)

Up to 2500 leads

1 custom domain

15k emails p/m

50 GB Bandwidth

Host 100 pages

Host 50 videos

Sell 20 products

Build 2 membership sites

Add 1 additional team member

Connect 1 helpdesk

Kartra Silver ($199 per month)

Up to 12,500 leads

3 custom domains

Unlimited everything else (Bandwidth, videos, pages, etc.)

Kartra Gold ($299 per month)

Up to 25,000 leads

5 custom domains

Unlimited everything else (Bandwidth, videos, pages, etc.)

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blogpr940 · 3 years ago

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Capture One 20 Slow

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Anyone else experience C1 catalogs taking forever to load? Once the app is open, then I can load/change catalogs with ease. But the first time I open the app and the catalog size is at least 40GB, it just takes f-o-r-e-v-e-r. Reminds me of Aperture 2. Just painful and my number one complaint. I’m still using the test version… but maybe things are better once I purchase???

Not noticing that here, and my machine is not overpowered.

Behind the scenes videos with our favourite photographers, tutorials, tips and guides to Capture One. Whether you are a beginner or an expert, prepare yourself for a dose of tips, tricks. This indicates what speed the camera is connected: 12Mb/s: USB 1.1. If the camera is connecting slower than it should be, reconnect it and refresh System Profiler (via cmd+R). If it persists, try a different port on the machine, preferably on a different USB bus. For our Capture One 21 launch, we challenged Polish food and still life photographer Maciek Miloch to tell us about his experience of the pandemic – using just one color. In this blog, he shares the inspiration behind his shoot. Customizing the Interface. Capture One is a popular RAW photo editor that caters to the professional photographer looking for full control over their craft. In a land of competing products, CO stands out as being one of the few to take the GPU seriously, which is exactly why we decided to take the application for a. Length: 60:00 minutes New Heal and Clone tools in Capture One's latest update are both easier and faster to work with, while providing the high image quality that Capture One is known for. Webinars Shooting and Editing with the Fujifilm X-T4 and Capture One.

“but maybe things are better once I purchase???”

That is never a good thing to assume. It’s rarely right. :-)

Apparently, it is a known issue. Received this from their tech support (which was pretty cool that they’d reply to a non-customer using their time-bombed app):

If you are on “All images” in the catalog, then CaptureOne is strating threads to open all images. If you instead highlight a low count folder before closing, it will only start opening that folder and it will be much quicker. We are looking in to things to improve this.

Kind Regards Phase One support

Could also be linked to the size of the preview images?

I have a fast iMac, with a very fast thunderbolt drobo. My library contains 40k images. C1 opens in 2mins- 10sec. Holy Cow. I will try pre-selecting a low count folder as described above. Hope this works. So far C1 is the best alternative to Aperture. I tried LR… Really not happy with that program. It’s kindof a disorganized mess.

(Reply to #5)#6

Like I wrote in the other thread, try to relocate your masters out of the Aperture library. I think reading an Aperture managed library may slow C1 down (just an idea).

My catalog also opens quite slowly, taking about a minute with 63K images. This is with the catalog on an SSD and the referenced images on a Thunderbolt drive.

It was worse when I first created the catalog from my Aperture library (over 2 minutes, like you are seeing) but I used the command “File > Verify Catalog or Session…” and it found some problems which it was able to repair. That improved the file opening time from over two minutes to about a minute.

Also, selecting either a small folder of images to open at startup or the full “All Images” collection doesn’t make any difference in the performance.

Look at what part of your catalog you have selected in the left sidebar when closing C1. I've noticed that if I select All Images, then loading of the catalog upon next startup can be slow. Selecting an individual Album or Folder that has fewer images speeds up loading on next startup. I've given this feedback to PhaseOne. Don't know if they will find a way to improve that in a future update, but they do seem to be very interested in user feedback so tell them all of the quirks you experience using their Support Case system.

I am experiencing this very slow startup as well. When the catalog and referenced files are both on external HDD, I have extremely slow startup. I made a screen recording and provided it to PhaseOne. It is an 8 minute video. I have under 40,000 images and the catalog is about 64GB. I copied the catalog to an internal SSD and left the referenced files on external HDD. Startup was extremely fast by comparison (under 30 seconds vs 5-8 minutes).

I have a running case open with PhaseOne (case #215211 if anyone else wants to reference it in their own case).

I’m using Apple Photos to be my reference catalog because C1 was so slow. C1 is too good and I don’t waste my time editing with any other software. Then Photos is too good at cataloging. jpegs and raw files show as 1 file and the viewing modes are perfect. No need to catalog every single photo with C1.

(Reply to #10)#11

Milo, this seems like a brilliant idea. I would like to reference my growing iPhone images from C1. Are you able to comment on the following:

1) Did you create a new C1 catalog for the images in Photos?

2) By default, Photos does not download images to your computer. The pictures reside in the iCloud, unless you download them into the Photos application. Are you only referencing the downloaded images in Photos?

3) How are you organizing your images in Photos and how does that structure appear in C1?

Capture One 20 Slow Start

4) Is the metadata, favorites, tags, etc. recognized when referenced by C1?

Your idea of referencing your Photos library in C1 could be a great solution for those of us who increasingly use iPhone 7 Plus pictures from our travels, etc.

Sincerely, Alex

I haven’t seen the slow starting many have. My catalog is 82G, and opens in approx. 9.5 seconds either on the internal HD on my laptop, or the backup copy on an external raid 5 thunderbolt DAS. All files are referenced, there aren’t any stored in the catalog. Thats opening on a root folder with not thumbnails showing on start up. The time measurement is the best I can do with a stop watch.

absolutely. a pain in the butt

I had. a catalogue. at 70gb

it took 12 hours

it seems. that with Mac there is. a huge problem.

I have been. writing with them , they know there is a problem but will not. admit

and so far nothing has really changed.

I don’t think they know what the problem is

(Reply to #13)#14

What is your configuration? Memory? HDD or SSD? Catalog on internal or external disk? I get the best performance from placing the catalog itself on internal SSD and leaving images on external disk. I have a late 2013 MacBook Pro Retina, 2.6 GHz Intel Core i7, 16GB of RAM, 1TB internal SSD, 2TB external portable HDD. My catalog has 56,000 images now.

If I select “All Images”, it sends Capture One into a tailspin where it consumes all 16GB of RAM and then some (so says Activity Monitor). The app locks up for 5-10 minutes, but eventually the memory goes back down and the app becomes responsive again. I opened several cases with Capture One and provided them a lot of evidence of the issue. They agree there is an issue. I believe an update will addresses this. I can't say when that update will be released.

If I select any other folder or album with fewer images with under 1000 image, for example, Capture One is much faster.

With a few tweaks, Capture One is a fantastic Lightroom alternative.

…and shrink that enormous Capture One catalog file

» Scroll to step-by-step instructions

One of the most pleasant surprises of going 100% Adobe-free has been the switch to Phase One’s Capture One. It has long been a favorite among pros, but I have to admit that I overlooked it at first after being seduced by the slicker marketing and shinier interfaces of some other self-described Lightroom alternatives. None of those proved to be — or show any real progress towards ever being — a complete replacement for Adobe Lightroom, at least not for many professional photographers.

Capture One Pro 11, on the other hand, is an excellent Adobe Lightroom alternative. Capture One is faster, has more powerful tools (including layers), and does not require a subscription! If only Phase One’s marketing reach matched that of Adobe’s (or Luminar’s for that matter), more photographers might learn that they’ve had a wonderful Lightroom alternative just waiting for them all along.

Update November 29, 2018

Capture One 12 is here and it’s the best pro-level Lightroom alternative on the market.

I do have one issue, however, with the configuration options of Capture One. Although it is simple enough to import images into Capture One while keeping those big RAW files on my external RAID, the preview and thumbnail images that Capture One creates can only be stored in the catalog file itself, which is actually a macOS package. This is not unlike Apple’s Photos app, and it makes sense for smaller catalogs.

However, the size of the preview files is not trivial. For a large library, the catalog file can reach many gigabytes, even while the database file itself is only a few hundred megabytes. I would much rather store those preview files on the external SSD that I reserve specifically for caches. That way I don’t waste precious space on my internal SSD, and I can exclude that drive from my various backup services. There’s not much point wasting bandwidth and storage space by constantly backing up new preview files that can always be recreated if lost, and, in my particular case, the catalog file size had surpassed the single file size limit for syncing with iCloud Drive, which is a critical part of my workflow.

I was unable to find an answer in the Capture One user forum, but I eventually, and accidentally, stumbled on a solution while testing the Backup Catalog… command. For whatever reason, Capture One creates a standalone database file when exporting a backup and separates out the preview image cache into its own directory.

It occurred to me that this database file was the same type as that found within the contents of the default catalog package, which led to the following 10-step procedure to move the cache to an external drive.

Step-by-step tutorial:

1 Find the location of the Capture One catalog file in the Finder. The default path is Pictures ▸ Capture One Catalog ▸ Capture One Catalog.cocatalog.

2 Right click on the catalog file (extension .cocatalog), which is actually a package.

3 Select Show Package Contents. This will reveal a .cocatalogdb file, along with various directories, including Cache and possibly Adjustments. You may also see Originals if you have opted to store photos inside the catalog, although that would negate the space savings of storing the preview files in a separate location!

Capture One 20 Slow Cooker

4 Copy the .cocatalogdb file (along with the Adjustments and Originals folders, if they exist) to the directory where you would like to keep your new database file. An easy way to do this is to select the files/directories and press Command-C. Click the back arrow in the top left corner of the Finder window to exit the package. If you want to keep your new catalog database file in the same directory as the original catalog package, just press Command-V to paste right there, or navigate to another location and paste the files there. Personally, I choose to store my Capture One Catalog in a directory that syncs with iCloud.

Capture One 20 Sony

5 Copy just the Cache directory to the drive where you want to store all of your preview images. In my case, I keep the cache in a folder named Capture One on an external SSD.

6 Delete the Cache directory that you just copied (the one in the same folder as the .cocatalogdb file).

7 Here’s where the magic happens. Use the Terminal to create a symbolic link, also known as a symlink or soft link, in the location of the Cache folder you just deleted. This symlink will point to your external cache in a way that is transparent to Capture One. To do this, enter the following at the command line prompt, replacing the first path with the location of your external cache directory and the second path with the original location. Note the backslash escape characters before the spaces.

ln -s /Volumes/My External Drive/Capture One/Cache /Users/username/Pictures/Capture One Catalog/Cache

Hint: You can drag a directory from the Finder into the Terminal window to paste in the path.

8 Double-click your new, nice and slim .cocatalogdb file to launch Capture One. Et voila! Your catalog should load exactly as before.

9 If everything is cool (and all photos are backed up as always!), you can delete the original, bulky .cocatalog file.

10 I can’t end at step 9! So go take some pictures!

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