Mastermind #4 Live Session Recording: Building Opt-Ins, Growing Your Database & Mastering Sales on Instagram

Watch time: 1 hour & 40 minutes


Click here for session notes & mail out complete with screen shots of step-by-step guides or keep scrolling below:

https://mailchi.mp/899109ee6538/mastermind-4-recording-and-session-notes

Platforms & Free Tools to Create Your Opt-In

Email Marketing Platforms:

  • Mailchimp (Free for beginners): Create landing pages and automate emails.

  • MailerLite (Free for small lists): Simple drag-and-drop builder for landing pages and email sequences.

Design Tools:

  • Canva (Free and Pro): Design e-books, checklists, and templates effortlessly.

  • Google Docs/Slides (Free): Perfect for PDFs,  resource guides and quizes.

Landing Page Builders:

  • ConvertKit (Free for opt-ins): Easily build simple landing pages with email collection forms.

  • Carrd (Free with basic features): A minimalist tool for creating one-page opt-in websites.

Quiz Builders:

  • Typeform (Free for basic use): Interactive quizzes with lead capture capabilities.

  • Interact (Free and Pro): Customizable quizzes for engagement and list-building.

  • Google Forms: Free with any gmail account.


    3 Tools to Optimise Your Instagram Stories for Conversions

    1. 1️⃣ Link Stickers: Your Secret Sales Weapon

      Link Stickers allow you to drive traffic directly to your website, shop, booking page, or lead magnet. When used strategically, they simplify the customer journey: Clicks on links = more website visits = more leads = more sales. 🤑


      Here’s How to Use Link Stickers Effectively:

      1. Open Stories and create/upload your content.

      2. Tap the sticker icon and select the Link Sticker.

      3. Add your URL and customize the text (e.g., "Book Your Spot" or "Shop Now").

      4. Position it strategically on your Story—visible but not intrusive.

      Call to Action Tip:
      Always pair your Link Sticker with a clear and compelling CTA. Examples:

      • "Tap to Unlock Your Freebie"

      • "Shop the Look Before It’s Gone"

      • "Book Your Free Call Now!"

      2️⃣ Captions Sticker: Don’t Let Sound Off Equal Sales Off

      With 92% of users watching Stories on mute, captions aren’t optional—they’re essential. The Captions Sticker auto-transcribes your audio, making your Stories more engaging and accessible.

      How to Add Captions to Your Stories:

      1. Record/upload your video Story.

      2. Tap the sticker icon and choose Captions.

      3. Edit the style and color to match your branding.

      4. Position the text for maximum readability.

      Why This Matters:
      Captions ensure your message lands, even when sound doesn’t. They keep your audience watching longer, building trust and positioning your brand as inclusive and professional.

      3️⃣ Poll Stickers: Engage to Convert

      Polls are a low-effort, high-impact way to drive engagement, build trust, and subtly guide your audience toward a purchase decision.

      Example Poll Ideas:

      • "Which freebie would you love next?"

      • "What’s your biggest struggle with [insert pain point]?"

      • "Ready to elevate your Instagram? YES / HECK YES."

      Engagement Tip:
      Use polls during your peak posting times for maximum visibility. Pair them with a CTA like “Vote now and DM for details!” to create opportunities for further connection.

      Your Weekly Action Plan: Turn Stories Into Sales

      1️⃣ Monday: Post a Story using a Link Sticker + CTA to promote a lead magnet, product, or service.
      2️⃣ Wednesday: Share a voice-to-camera Story with the Captions Sticker. Explain a service or teach something valuable.
      3️⃣ Friday: Post 3–4 Stories with Poll Stickers during your peak engagement time.

    Use Instagram Stories to Create Social Proof

    Instagram’s native tools make it incredibly simple to turn screenshots of feedback into visually engaging Stories.

    Step-by-Step Guide:

    1. Save every compliment: Screenshot glowing reviews, DMs, or email feedback and crop them. Store them in a folder like “Warm Fuzzies” (or my favorite, “Spank Bank of Self-Belief”).

    2. Create a Story: Upload a background image or video to your Story.

    3. Add screenshots: Use the Camera Roll Sticker to add your screenshots to the Story. Adjust the size and position for a clean look.

    4. Layer it up: Build anticipation by layering one new screenshot per Story slide. Save each slide and upload it again as the background to add the next piece of feedback.

    5. Add a call-to-action (CTA): Include link stickers directing followers to your product, service, or booking page.

    Pro Tip: Experiment with text, emojis, and GIFs to keep the vibe fun and relatable.

    Design Templates in Canva

    For a polished, professional look, Canva is your best friend.

    How to Create Testimonial Templates:

    1. Log intoCanva and search for “testimonial templates” or similar terms.

    2. Customize the template with your branding—colors, fonts, and logo.

    3. Save your design as an image or video.

    4. Upload it to your Instagram feed, Stories, or even Reels.

    Done-for-You Templates to Start With:

    • Portrait Feed Posts: Use search terms like “Product Review Instagram Post” or “Customer Feedback Testimonial.”

    • Instagram Stories: Search “Feedback Instagram Story” for engaging templates.

    • Reels: Repurpose your Story designs or search for Reel-specific layouts.

    This Week’s Challenge

    Ready to turn social proof into a sales-driving powerhouse? Follow these actionable steps:

    1. Create Your Templates

    • Option 1: Use Instagram Stories to showcase real-time feedback.

    • Option 2: Design Canva templates that reflect your brand’s aesthetic.

    2. Commit to Consistency
    Set a goal to share at least one testimonial per week. Rotate between Stories, feed posts, and Reels to keep your content fresh and engaging.

    3. Engage Your Audience
    Once you post, encourage your followers to share their experiences, tag you in their Stories, or leave a review.

    Your Guide to Smarter Instagram Strategies This Holiday Season

  • Part 1: Map Out Your Holiday Promotions

    A little planning goes a long way. Start by getting clear on what you want to offer:

    Key Questions to Guide Your Promotions

    • What are your Super Saturday, Christmas, or New Year’s offers?

    • Can you create an Instagram-specific promo (e.g., discount codes, exclusive bundles)?

    • Are there any services or products that make great holiday gifts?

    • If discounts don’t align with your brand, how can you offer value (e.g., limited-time bundles, workshops, or early access)?

    Tips to Streamline Your Offers

    1. Decide on Timeframes: Map out when each promotion will run.

    2. Set Up Systems: Ensure your backend (discount codes, inventory, payment systems) is ready to go.

    3. Simplify Messaging: Craft captions that communicate your offer clearly and concisely.

    Example Caption:
    "🎄 Ready to wrap up your holiday shopping? Our [service/product] is the perfect gift for [audience/need]. Available for a limited time – tap the link in our bio to learn more!"

    Part 2: Pre-Plan Your Holiday Content

    The week between Christmas and New Year can feel chaotic, but a bit of preparation now means you’ll avoid the “What do I post today?” panic.

    Plan Posts for These Key Dates

    • Dec 21 (Super Saturday): Last Saturday before Christmas promotions.

    • Dec 24 (Christmas Eve) or Dec 25 (Christmas Day): Share gratitude or a simple holiday message.

    • Dec 26 (Boxing Day): Announce any post-Christmas offers or promotions.

    • Dec 31 (New Year’s Eve): Reflect on the year and share what’s ahead or simply wish your audience a happy New Year. 

    Streamlining Content Creation

    1. Batch Captions: Write 3-5 posts in advance using templates as a starting point.

    2. Prepare Visuals: Design graphics or select images that align with your offers and holiday themes.

    3. Schedule Ahead: Use a content planner to upload and schedule posts, ensuring everything is ready to go.

    Takeaways and Action Steps

    Let’s turn your holiday stress into streamlined success with these steps:

    1️⃣ Define Your Offers:

    • Decide on your holiday promotions, bundles, or gift ideas.

    • Finalize your messaging and offers, ensuring clarity and value.

    2️⃣ Get the Backend Ready:

    • Set up discount codes, stock checks, and scheduling in your systems.

    3️⃣ Batch Create Content:

    • Pre-write captions and plan visuals for key dates.

    • Upload content into your scheduler for a no-fuss holiday period.

    4️⃣ Focus on Connection:

    • Share gratitude posts to connect authentically with your audience.

    • Offer behind-the-scenes


    50 Christmas audios to use for your Christmas-themed Reels this silly season 🎄🎶

    These audios work for Product, Service and Creator businesses!  *click into each to be directed to the audio page

    🎄 It’s beginning to look a lot like Christmas Michael Bublé

    🎄 A Holly Jolly Christmas (instrumental) 

    🎄 Rockin’ Around the Christmas Tree

    🎄 All I want for Christmas is you

    🎄 It’s the most wonderful time of the year

    🎄 Christmas Hip Hop

    🎄 Christmas at Hogwarts

    🎄 Carol of the Bells

    🎄 Christmas Decoration (Bells of holly)

    🎄 Christmas Bells

    🎄 Xmas is coming

    🎄 Xmas Magic (pop version)

    🎄 Jingle Bell Rock

    🎄 Twinkling Lights

    🎄 Last Christmas - Wham!

    🎄 Santa Tell Me - Ariana Grande

    🎄 Dance of the sugar plum fairy (pop)

    🎄 Jingle bells - The chipmunks

    🎄 Winter wonderland - Snoopdogg

    🎄 Give Love on Christmas Day (Instrumental)

    🎄 Underneath the tree - Kelly Clarkson

    🎄 HoHoHo (Chill Xmas)

    🎄 Rudolph the red nosed reindeer - Meghan Trainor

    🎄 Candy Cane Lane - Sia

    🎄 Almost Christmas Time

    🎄 O Christmas Tree (Instrumental)

    🎄 Pageant Time Xmas

    🎄 Santa Claus is coming to town - Micheal Bublé

    🎄 Frosty the snowman - Brenda Lee

    🎄 Waiting for Christmas 

    🎄 Main title from Elf movie

    🎄 Christmas time with you - Lindsey Stirling 

    🎄 It’s Christmas time Again - Johnny houlihan

    🎄 Christmas in New York - Backstreet Boys

    🎄 Have yourself a merry little Christmas - Backstreet Boys

    🎄 Christmas is coming

    🎄 Deck the Halls

    🎄 Sleigh Ride

    🎄 Let it snow - Michael Bublé

    🎄 Do you want to build a snowman - Frozen

    🎄 Winter wonderland - Michael Bublé

    🎄 Misletoe - Justin Bieber 

    🎄 O Holy Night

    🎄 Frosty the snowman

    🎄 Merry Christmas, Happy holidays - NSYNC 

    🎄 Little Drummer boy 

    🎄 Santa Please Hurry

    🎄 Feliz Navidad

    🎄 Merry Christmas Baby - The beach boys 

    🎄 The twelve days of Christmas

    BONUS ORIGINAL AUDIOS AUDIOS:

    🎄 Son of a NUTCRACKER
    🎄 Shopping small this holiday season
    🎄 Show us what you're selling this holiday! 
    🎄 Need Christmas gift ideas?
    🎄 Soft Christmas music 
    🎄 Merry Christmas, Happy Holidays
    🎄 Sleigh Bells Ringing 
    🎄 Grinch x Ariana Remix
    🎄 Mariah Remix
    🎄 Christmas Symphony Remix


    HOW TO SAVE AUDIO ON INSTAGRAM:

    STEP 1: Using the list above, click on the audio you like

    Once you’ve found an audio you like, click on the audio link to open it:

    👉 If you are viewing this lesson on your computer or desktop, the desktop version of Instagram will open.

    👉 If you are viewing this lesson on your mobile, the mobile version of Instagram will open.

    OR... If you are scrolling your Instagram feed and see an audio you want to save:

    Tap on the audio at the bottom of the Reel you are viewing (look for the music icon). 

    STEP 3: Save the audio on Instagram so you can come back and use it when you are ready!

    An audio page will appear, tap the “Save audio” button to save it.

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How to Future-Proof Your Business with Email Marketing