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Why are we here?
1.   Help you grow your business.
2.   More sales from current customers.
3.   Close more sales from prospective
     customers
4.   Share Infusionsoft insight about why small biz
     succeed and fail
5.   Introduce new way of thinking about sales &
     marketing
6.   Give you a personal work book – Lifecycle
     Marketing Planner
7.   Help you leave EXCITED about opportunities
     to GROW
Ramon Ray
Infusionsoft
Regional Development Manager, NY/NJ
Editor & Technology Evangelist, Smallbiztechnology.com


ramon.ray@infusionsoft.com
917-685-3920 | @ramonray

-   Puppet shows in developing countries
-   Graduate FBI Citizen’s Academy
-   Chatted with President Obama in first Google Hangout
About Infusionsoft®
 Ideas and strategies 10 years in the making
   32,000+ users
   9,000 small businesses
   250 employees
 Software that automates and scales the sales
  and marketing function
 Serve small business
 Inc 500/5000 recipient 5 years running
 Many employees are former or current small
  biz owners
Infusionsoft Founders
 Co-founders are small biz owners
 Know struggles of small business
 Growing Infusionsoft from zero employees
  to 300
   Ernst & Young Entrepreneur Of The Year 2012
    Finalist
We Listen, We Care, We Serve
 •   700 customers involved
     in latest software upgrade
 •   10,000 support calls a year
 •   67,000,000 emails
     delivered
Infusionsoft’s One Purpose:
To Help Small Businesses Succeed
Infusionsoft wants growing
a business (and starting one) to
be easier for small businesses you!
Why did you start your
    business? What was your
    dream?
   Control
   Financial
    Freedom
   Escape from the
    cubicle
   Time Freedom
   Greater rewards
   Accidental
    Entrepreneur
Is your dream
a nightmare
Is the honeymoon over?
Infusionsoft 10-year
Research Project
Three Questions
1.   Why do so many small
     businesses fail?
2.   Why do some small businesses
     thrive?
3.   What tools can we offer to help
     more small businesses succeed?
Why do so many
small businesses fail?
Reasons for Small Business
Failure
Not enough
 customers
Not enough
 sales
Not enough
 money
Many entrepreneurs
are Technicians
suffering from an
entrepreneurial
seizure.

eMyth author Michael Gerber
Survival marketing




         Why Are Small
         Businesses Failing?
Survival Caveman marketing
1.   Wakes up in the morning
2.   TAKES HIS STICK (which has the word “buy from
     me” on it”)
3.   Goes to find the herd
4.   Sneaks up on them
5.   Singles out the weakest of the herd
6.   Chases them down and beats them with the
     club
7.   Drag back to cave
8.   Start over
What’s your caveman club?

 Word   of mouth marketing
 Online advertising
 Post cards
 Tweeting
 Exhibiting
 Direct mail
 Print advertising
Survival Marketing

1. Generate interest
2. Sell to hot leads
3. Get new customers
4. Sigh in relief
5. START OVER
Lost Opportunity

1. Lost traffic


2. Lost leads


3. Lost customers
What does this really mean?
 Lost
     traffic - content marketing is no good
 without lead capture

 Lost
     leads - getting leads and prospects is
 useless without lead nurturing

 Customers- are a “waste” if they are not
 followed up and wowed
Small biz are failing because
they are not able to uncover
hidden pools of profits.
Social media. The Big Buzz
Social  media is great
But it’s only a tool
It’s a megaphone to use
 with a marketing strategy
Tools & Tactics Are
Survival Marketing
Problems With Survival Marketing
1. We are always chasing the next deal
   (The herd is in control)
2. Our marketing is disjointed
   (on again, off again)
3. We don’t have confidence that our
   marketing plan will bring a surplus of
   customers
What makes some
small businesses
     thrive?
Wallet Share
to Mind Share
Introducing...

Lifecycle
Marketing
Lifecycle Marketing delivers more
sales, and allows businesses to build
their business and stop surviving.

Lifecycle Marketing is build on
2 simple premises…
Prospects Are People
Prospects Are People
•   Less Desperation,
    More Relationship.
•   Inbound, not
    outbound.
•   Grandpa’s way of
    doing business
•   Give first
•   Take care of the
    customer
•   Build relationships
Systems Scale
Relationships
Imagine You Only Had
One Customer
How would you take care of them
Systems scale relationships
• Imagine you had only ONE client
• How would you treat them?
• How often would you “touch them”?
• If we treated all customers as one
  customer how many customers would we
  have?
Lifecycle
              Marketing
What Ramon calls - Dating Your Leads & Marrying Your Customers!
Lifecycle Marketing Planner


o   Ideas, Insights, and “Aha”s
o   Big Gaps
o   Big Opportunities
o   *Key Action Items




    TIP: Write your name and phone number down on the fist page
    in case you lose it.

                                                                  39
The 7 Phases of
             The Customer Lifecycle




                                                         Lifetime
                        Hot               Customer
Visitors   Opt-Ins               Sales                  Customer    Referrals
                     Prospects           Satisfaction
                                                          Value
Know thy customer
Attract Traffic




Online
  AD
Offline
Lead magnets
o  Not buy from me (the quick sale)
o Get information from me to HELP YOU
o How can I get people to ENGAGE with me
o Why do people keep passing by
o The “only” enticement we have is – sale, free,
 etc
o Lead magnets position you as expert
Human Healthy Vending
o Started as pure “hunters”
o Created targeted lead magnets
o Grew prospect database by 10x
Gleason Tax

o Spent thousands on marketing
o Getting poor results
o Discovered gold with
  educational marketing
Results of Benefit Marketing
(Lead Magnets) for Gleason
Tax
 •   Decreased marketing spend by
     more than 50%
 •   At the same time, increased leads
     by 120%
Big Lead Mistake: Join Our Newsletter
 Join   Our Newsletter




 Whenwas the last time you woke up and said:
 “Today I need to join another newsletter...”?



                                (Answer: 2002)
Exercise:
Pick a topic for your
educational magnet
Opportunity Analyzer Exercise:

How many more visitors
could you attract with the
right magnets?
Capture Leads




Online
  AD
Offline
Lead Capture Gaps
•   Web Traffic that leaves your site
•   Walk-ins that walk out
•   Telephone calls that hang up        Lead Entry
                                        Form

•   Networking contacts that leave
•   Tradeshow visitors who walk by
Lead Capture Gaps
•   Web Traffic that leaves your site
•   Walk-ins that walk out
•   Telephone calls that hang up
•   Networking contacts that leave      Lead
                                        Entry

•   Tradeshow visitors who walk by      Form
Opportunity Analyzer Exercise:



How many visitors are coming to
you without you capturing their
information?
Nurture Prospects




SEO
AD     +   +

PPC
Did you know?

       48%                      1     2%

                 24%            2     3%      % of deals that close


                   12%          3     4%
  % of calls a
company makes           6%      4      10%

                       10%      5                                     81%


     It takes an average of five sales calls to close a deal,
    but most salespeople give up after just one or two calls
Follow up Goodie Bag
   People buy when they’re ready to buy not when
    you’re ready to sell
   Will people get ANNOYED with too much follow
    up? Be smart about It and follow up with the right
    customer! (KNOW THY CUSTOMER)
   Adrian Miller (Adrian’s Network), business growth
    guru – called a prospect 30x and finally got the
    sale
   Your competitors will STOP FOLLOWING UP – you
    can CRUSH IT – by doing what
    your competitors will not do
Good Intention Prospects Need
Nurturing
•    Piles of prospects:
  YES, NO’s. PILE OF
  GOOD INTENSIONS
  (biggest pile)
•    Create contact
  sequences for various
  customers
•    Create follow up
  sequences for various
  objections – bins of
  follow up
Gleason Tax
Lifecycle Marketing – Before
and After
  Before                   After
 $15,000 on              $500  per month
  marketing               7,156 leads
 3,215 leads             2,228 emails
 438 tax clients         770 tax clients
 75 financial clients    150 financial clients
 4 staff                 12 staff
Original Runner Company
•    From shoebox of customer cards to customer
     database
•    Today: 20 different lead nurture follow up
     systems
          • Sample swatch + follow up
          • Based on wedding date
•    Increased Conversion by 60%!
•    Referrals jumped 80%
Minutes Matter
• Used lead nurture campaign to
  follow up with Free Trial prospects:
     • Day 1: Fast Track Plan (sets expectations
       and preps them for success coach)
     • Day 3: Welcome
     • Day 6: Meet success coach
     • Day 14: Series of how-to’s and Studio tips
     • Day 20: Four-day special 20% off
     • Day 30: Last day of trial
     • Day 45: We haven’t heard from you

• Increased conversion by 30%!
Opportunity Analyzer Exercise:

How many prospects do you
“drop” each month because
they aren’t ready to buy today?

What dollar value is this?
How much more
money could you
be making if you
followed up with
the no’s?
Get Fish
          Prospects To
            Jump Into
             Your Boat
http://bit.ly/fishinboat
Convert Sales




SEO
AD    +    +

PPC
How does this apply to HOT leads?

           48%                     1      2%

                     24%           2      3%      % of deals that close


                       12%         3      4%
      % of calls a
    company makes           6%     4       10%

                           10%     5                                      81%

         It takes an average of five sales calls to close a deal,
        but most salespeople give up after just one or two calls
Human Healthy Vending
• Were spending 8-10 hours per prospect
• Changed model so reps only talked with
  qualified, educated prospects (magnets)
• Decreased time spent selling by 75%
• They operate like a 20-person
  marketing department
• Grew from 0 to $5M+
  in 3 years
Could you benefit by spending
75% less time selling?
Lawyer Nurtures Customer Love
  Problems: Impatient
  clients, frustration
  about billings
  Solution: uses
  content, videos,
  reports and emails to
  offer free value to
  the prospect/client
   Breaks mold & pre-
     empts questions
   Closes 100% of his
     appointments
                          David Hiersekorn
   Sales job is done
     when they walk in
Opportunity Analyzer Exercise:


How many additional
prospects would buy
each month with great
follow-up?
Deliver and Satisfy




SEO
AD     +   +
                $      +    +

PPC
Wowing the Customers +  Great
Customer Service = Low Cost
Marketing and Customer Retention
Tools
 Takes  10 positives
  to overcome 1
  negative
 Invest in wowing
  your customer

                        Wow Your
                        Customers
The $5.00 Challenge

What could you do with
$5 or less to “WOW”
every new client?
Opportunity Analyzer Exercise


How many customers decide to
stop doing business with you
each month because you failed
to WOW them?
Upsell Customers




SEO
AD     +   +
               $     +   +

PPC
Upsell Benefits
•   Buying more frequently
•   Buying higher profit products
•   Cheaper to sell to existing customers




                 Do You Want
                 Fries With That?
Funtastic Dental
• Problem: late reminders/no reminders
  cause patients to miss appts
• Solution: better reminder system
• Result: higher customer value
  (increased frequency)
Jermaine Griggs – Hear and Play
               bit.ly/jermainegriggs
• Created personal relationships
• Sent targeted messaging (LCV > $200)
• Doubled Net Profit!
Opportunity Analyzer Exercise


How many past customers
should be buying again this
month but aren’t because of poor
follow-up and no targeted
upsells?
Get Referrals




SEO
AD    +    +
                 $        +   +

PPC
Ask for them
Be Systematic




                 “Advanced”
                  Referral Strategy
Gleason Tax
•   Launched customer referral program ($10 gas card)
•   Tax clients automatically got an email
•   Doubled referrals
Survey customers and ask how
  you are doing.
      Those that love you,
       invite to be referrers.
      Those that aren't
       loving you, that
       becomes a
       customer service
       opportunity
      Important to have a
       plan to nurture
       referrers (rabid fans)

This is BEYOND Customer Service – It’s the Customer Experience
Opportunity Analyzer Exercise


How many referrals do we lose
each month because we don’t
ask?
TOTAL Opportunity analyzer
•    Add up all the opportunity you have in
  front of you
•    What 3 areas of opportunity could you
  improve on (traffic? Leads? Etc)
•    What actions will you take – week,
  month, 2 months?
•    Best insights and ideas?
How do you implement
Lifecycle Marketing?
Map out the plan




SEO
AD     +   +
               $     +   +

PPC
Maps Help You Create A Fluid Strategy
   Attract. Capture. Nurture. Convert.
   Nurture
    Sequences
Don’t Rush. Building A Fence &
Farm Takes Time
 Don’t rush.
 Understand the possibilities &
  opportunities
 Focus on one or two areas to invest in
  now
What tools can we offer
to help small businesses
grow?
What tools?
•    Train your mind.
  Most important part of
  Lifecycle Marketing
•    Use your own tools
  and string them
  together (Email
  marketing,
  Ecommerce, CRM,
  Auto responder,
  Analytics, Social
  media)
Infusionsoft is the
John Deere Tractor
(to go with your
Fence – which is the
process)
Infusionsoft - All In One
    Sales and Marketing
    Software
o   Attract and Capture Leads
o   Nurture Prospects
o   Close Sales
o   Wow and Upsell Your Customers
o   Get Referrals
o   Ecommerce, CRM, analytics,
    automation, sales and more
Attract and Capture Leads




     Build simple lead capture
       forms (drag and drop
               simple)
Attract and Capture Leads




            Use Social Media To
             Get The Word Out
Attract and Capture Leads




               Track website
              activity for visitors
                 and leads
Nurture Prospects




                    Drag and Drop
                      Campaign
                       Builder
Nurture Prospects




                    Drag and Drop
                     Simple Email
                        Design
Nurture Prospects



                    More Than
                    Just Email
Automatic
Close Sales
              Lead Scoring
Close Sales




                Find Hot
              Leads Easily
Sell Online
                Integrated
              Shopping Cart
Get Repeat Sales, Upsells,
 Referrals




     Build Customer
       Follow-Up
      Campaigns
Software is only a tool.
You have to use it right
 and make it a part of
 your process.
Hence the Infusionsoft
 Success Coach.
Infusionsoft takes you by the hand and
gets you started F-A-S-T!
•   Your personal Success Coach for 60 days
•   Assistance transferring data
•   Kick-Off Strategy Session:
      -   Evaluation of your current customer
          lifecycle
      -   Create YOUR custom Marketing
          Automation Plan (M.A.P.)
Here’s how we take you by the
hand and get you started F-A-S-T!
• Your personal Success Coach for 60 days
• Assistance transferring data
  – Evaluation of your current customer lifecycle
  – Your custom Marketing Automation Plan (M.A.P.)
• Help you launch your first 2 campaigns
  (Content too)
• “Flex Blocks” – specific to YOUR unique
  needs
We create YOUR
custom
Marketing Automation
Plan
First Class Customer Service



 Weekly Webinars - (4,500+
       Registrants)
                                2,000 attendees at InfusionCon 2013


                               Free Technical Support:
                             • Phone or Online Chat
                             • Average Wait Time:
                                                 1min. 13 sec.
State-of-the-art Help Center
$249/mo.

$1,499 (or 3 pmts of $599)
Today’s Quick Start Package
• 2011 Ultimate Marketer Swipe Binder      $399.99

• Beat the Recession Kit:
                                        $399.99
  (Dan Kennedy, Michael Gerber)
• Endless Profits: Double Your Sales Case Study      $199.99

Additional Savings of:   $999.97
$249/mo.

$1,499 (or 3 pmts of $599)
Key Points To Remember
   Farming Instead of Hunting (Build A
    Fence)
   Lifecyle Marketing Instead of
    Survival Marketing (7 Steps)
   Nurture customers who are not
    ready to buy now. No does not
    mean never
   No does not mean never
   Whether you buy Infusionsoft or not
    – implement Lifecycle Marketing
Join The Infusionsoft Small Business Success Club (free).

Online videos and tutorials to learn more about Lifecycle
Marketing


  Text Your Email
  To: (917) 525-2324
  http://www.infusionsoft.com/successclub
Thank you



Want to be an Infusionsoft partner?

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Lifecycle Marketing Ramon

  • 1.
  • 2. Why are we here? 1. Help you grow your business. 2. More sales from current customers. 3. Close more sales from prospective customers 4. Share Infusionsoft insight about why small biz succeed and fail 5. Introduce new way of thinking about sales & marketing 6. Give you a personal work book – Lifecycle Marketing Planner 7. Help you leave EXCITED about opportunities to GROW
  • 3. Ramon Ray Infusionsoft Regional Development Manager, NY/NJ Editor & Technology Evangelist, Smallbiztechnology.com ramon.ray@infusionsoft.com 917-685-3920 | @ramonray - Puppet shows in developing countries - Graduate FBI Citizen’s Academy - Chatted with President Obama in first Google Hangout
  • 4. About Infusionsoft®  Ideas and strategies 10 years in the making  32,000+ users  9,000 small businesses  250 employees  Software that automates and scales the sales and marketing function  Serve small business  Inc 500/5000 recipient 5 years running  Many employees are former or current small biz owners
  • 5. Infusionsoft Founders  Co-founders are small biz owners  Know struggles of small business  Growing Infusionsoft from zero employees to 300  Ernst & Young Entrepreneur Of The Year 2012 Finalist
  • 6. We Listen, We Care, We Serve • 700 customers involved in latest software upgrade • 10,000 support calls a year • 67,000,000 emails delivered
  • 7. Infusionsoft’s One Purpose: To Help Small Businesses Succeed
  • 8. Infusionsoft wants growing a business (and starting one) to be easier for small businesses you!
  • 9. Why did you start your business? What was your dream?  Control  Financial Freedom  Escape from the cubicle  Time Freedom  Greater rewards  Accidental Entrepreneur
  • 10. Is your dream a nightmare Is the honeymoon over?
  • 12. Three Questions 1. Why do so many small businesses fail? 2. Why do some small businesses thrive? 3. What tools can we offer to help more small businesses succeed?
  • 13. Why do so many small businesses fail?
  • 14. Reasons for Small Business Failure Not enough customers Not enough sales Not enough money
  • 15. Many entrepreneurs are Technicians suffering from an entrepreneurial seizure. eMyth author Michael Gerber
  • 16. Survival marketing Why Are Small Businesses Failing?
  • 17.
  • 18. Survival Caveman marketing 1. Wakes up in the morning 2. TAKES HIS STICK (which has the word “buy from me” on it”) 3. Goes to find the herd 4. Sneaks up on them 5. Singles out the weakest of the herd 6. Chases them down and beats them with the club 7. Drag back to cave 8. Start over
  • 19. What’s your caveman club?  Word of mouth marketing  Online advertising  Post cards  Tweeting  Exhibiting  Direct mail  Print advertising
  • 20. Survival Marketing 1. Generate interest 2. Sell to hot leads 3. Get new customers 4. Sigh in relief 5. START OVER
  • 21. Lost Opportunity 1. Lost traffic 2. Lost leads 3. Lost customers
  • 22. What does this really mean?  Lost traffic - content marketing is no good without lead capture  Lost leads - getting leads and prospects is useless without lead nurturing  Customers- are a “waste” if they are not followed up and wowed
  • 23. Small biz are failing because they are not able to uncover hidden pools of profits.
  • 24.
  • 25. Social media. The Big Buzz Social media is great But it’s only a tool It’s a megaphone to use with a marketing strategy
  • 26. Tools & Tactics Are Survival Marketing
  • 27. Problems With Survival Marketing 1. We are always chasing the next deal (The herd is in control) 2. Our marketing is disjointed (on again, off again) 3. We don’t have confidence that our marketing plan will bring a surplus of customers
  • 28. What makes some small businesses thrive?
  • 29.
  • 32. Lifecycle Marketing delivers more sales, and allows businesses to build their business and stop surviving. Lifecycle Marketing is build on 2 simple premises…
  • 34. Prospects Are People • Less Desperation, More Relationship. • Inbound, not outbound. • Grandpa’s way of doing business • Give first • Take care of the customer • Build relationships
  • 36. Imagine You Only Had One Customer How would you take care of them
  • 37. Systems scale relationships • Imagine you had only ONE client • How would you treat them? • How often would you “touch them”? • If we treated all customers as one customer how many customers would we have?
  • 38. Lifecycle Marketing What Ramon calls - Dating Your Leads & Marrying Your Customers!
  • 39. Lifecycle Marketing Planner o Ideas, Insights, and “Aha”s o Big Gaps o Big Opportunities o *Key Action Items TIP: Write your name and phone number down on the fist page in case you lose it. 39
  • 40. The 7 Phases of The Customer Lifecycle Lifetime Hot Customer Visitors Opt-Ins Sales Customer Referrals Prospects Satisfaction Value
  • 43. Lead magnets o Not buy from me (the quick sale) o Get information from me to HELP YOU o How can I get people to ENGAGE with me o Why do people keep passing by o The “only” enticement we have is – sale, free, etc o Lead magnets position you as expert
  • 44. Human Healthy Vending o Started as pure “hunters” o Created targeted lead magnets o Grew prospect database by 10x
  • 45. Gleason Tax o Spent thousands on marketing o Getting poor results o Discovered gold with educational marketing
  • 46. Results of Benefit Marketing (Lead Magnets) for Gleason Tax • Decreased marketing spend by more than 50% • At the same time, increased leads by 120%
  • 47. Big Lead Mistake: Join Our Newsletter  Join Our Newsletter  Whenwas the last time you woke up and said: “Today I need to join another newsletter...”? (Answer: 2002)
  • 48. Exercise: Pick a topic for your educational magnet
  • 49. Opportunity Analyzer Exercise: How many more visitors could you attract with the right magnets?
  • 50. Capture Leads Online AD Offline
  • 51. Lead Capture Gaps • Web Traffic that leaves your site • Walk-ins that walk out • Telephone calls that hang up Lead Entry Form • Networking contacts that leave • Tradeshow visitors who walk by
  • 52. Lead Capture Gaps • Web Traffic that leaves your site • Walk-ins that walk out • Telephone calls that hang up • Networking contacts that leave Lead Entry • Tradeshow visitors who walk by Form
  • 53. Opportunity Analyzer Exercise: How many visitors are coming to you without you capturing their information?
  • 55. Did you know? 48% 1 2% 24% 2 3% % of deals that close 12% 3 4% % of calls a company makes 6% 4 10% 10% 5 81% It takes an average of five sales calls to close a deal, but most salespeople give up after just one or two calls
  • 56. Follow up Goodie Bag  People buy when they’re ready to buy not when you’re ready to sell  Will people get ANNOYED with too much follow up? Be smart about It and follow up with the right customer! (KNOW THY CUSTOMER)  Adrian Miller (Adrian’s Network), business growth guru – called a prospect 30x and finally got the sale  Your competitors will STOP FOLLOWING UP – you can CRUSH IT – by doing what your competitors will not do
  • 57. Good Intention Prospects Need Nurturing • Piles of prospects: YES, NO’s. PILE OF GOOD INTENSIONS (biggest pile) • Create contact sequences for various customers • Create follow up sequences for various objections – bins of follow up
  • 59. Lifecycle Marketing – Before and After Before After  $15,000 on  $500 per month marketing  7,156 leads  3,215 leads  2,228 emails  438 tax clients  770 tax clients  75 financial clients  150 financial clients  4 staff  12 staff
  • 60. Original Runner Company • From shoebox of customer cards to customer database • Today: 20 different lead nurture follow up systems • Sample swatch + follow up • Based on wedding date • Increased Conversion by 60%! • Referrals jumped 80%
  • 61. Minutes Matter • Used lead nurture campaign to follow up with Free Trial prospects: • Day 1: Fast Track Plan (sets expectations and preps them for success coach) • Day 3: Welcome • Day 6: Meet success coach • Day 14: Series of how-to’s and Studio tips • Day 20: Four-day special 20% off • Day 30: Last day of trial • Day 45: We haven’t heard from you • Increased conversion by 30%!
  • 62. Opportunity Analyzer Exercise: How many prospects do you “drop” each month because they aren’t ready to buy today? What dollar value is this?
  • 63. How much more money could you be making if you followed up with the no’s?
  • 64. Get Fish Prospects To Jump Into Your Boat http://bit.ly/fishinboat
  • 66. How does this apply to HOT leads? 48% 1 2% 24% 2 3% % of deals that close 12% 3 4% % of calls a company makes 6% 4 10% 10% 5 81% It takes an average of five sales calls to close a deal, but most salespeople give up after just one or two calls
  • 67. Human Healthy Vending • Were spending 8-10 hours per prospect • Changed model so reps only talked with qualified, educated prospects (magnets) • Decreased time spent selling by 75% • They operate like a 20-person marketing department • Grew from 0 to $5M+ in 3 years
  • 68. Could you benefit by spending 75% less time selling?
  • 69. Lawyer Nurtures Customer Love Problems: Impatient clients, frustration about billings Solution: uses content, videos, reports and emails to offer free value to the prospect/client  Breaks mold & pre- empts questions  Closes 100% of his appointments David Hiersekorn  Sales job is done when they walk in
  • 70. Opportunity Analyzer Exercise: How many additional prospects would buy each month with great follow-up?
  • 71. Deliver and Satisfy SEO AD + + $ + + PPC
  • 72.
  • 73. Wowing the Customers + Great Customer Service = Low Cost Marketing and Customer Retention Tools
  • 74.  Takes 10 positives to overcome 1 negative  Invest in wowing your customer Wow Your Customers
  • 75. The $5.00 Challenge What could you do with $5 or less to “WOW” every new client?
  • 76. Opportunity Analyzer Exercise How many customers decide to stop doing business with you each month because you failed to WOW them?
  • 77. Upsell Customers SEO AD + + $ + + PPC
  • 78. Upsell Benefits • Buying more frequently • Buying higher profit products • Cheaper to sell to existing customers Do You Want Fries With That?
  • 79. Funtastic Dental • Problem: late reminders/no reminders cause patients to miss appts • Solution: better reminder system • Result: higher customer value (increased frequency)
  • 80. Jermaine Griggs – Hear and Play bit.ly/jermainegriggs • Created personal relationships • Sent targeted messaging (LCV > $200) • Doubled Net Profit!
  • 81. Opportunity Analyzer Exercise How many past customers should be buying again this month but aren’t because of poor follow-up and no targeted upsells?
  • 82. Get Referrals SEO AD + + $ + + PPC
  • 83. Ask for them Be Systematic “Advanced” Referral Strategy
  • 84. Gleason Tax • Launched customer referral program ($10 gas card) • Tax clients automatically got an email • Doubled referrals
  • 85. Survey customers and ask how you are doing.  Those that love you, invite to be referrers.  Those that aren't loving you, that becomes a customer service opportunity  Important to have a plan to nurture referrers (rabid fans) This is BEYOND Customer Service – It’s the Customer Experience
  • 86. Opportunity Analyzer Exercise How many referrals do we lose each month because we don’t ask?
  • 87. TOTAL Opportunity analyzer • Add up all the opportunity you have in front of you • What 3 areas of opportunity could you improve on (traffic? Leads? Etc) • What actions will you take – week, month, 2 months? • Best insights and ideas?
  • 88. How do you implement Lifecycle Marketing?
  • 89. Map out the plan SEO AD + + $ + + PPC
  • 90.
  • 91. Maps Help You Create A Fluid Strategy  Attract. Capture. Nurture. Convert.  Nurture Sequences
  • 92. Don’t Rush. Building A Fence & Farm Takes Time  Don’t rush.  Understand the possibilities & opportunities  Focus on one or two areas to invest in now
  • 93. What tools can we offer to help small businesses grow?
  • 94. What tools? • Train your mind. Most important part of Lifecycle Marketing • Use your own tools and string them together (Email marketing, Ecommerce, CRM, Auto responder, Analytics, Social media)
  • 95.
  • 96. Infusionsoft is the John Deere Tractor (to go with your Fence – which is the process)
  • 97. Infusionsoft - All In One Sales and Marketing Software o Attract and Capture Leads o Nurture Prospects o Close Sales o Wow and Upsell Your Customers o Get Referrals o Ecommerce, CRM, analytics, automation, sales and more
  • 98. Attract and Capture Leads Build simple lead capture forms (drag and drop simple)
  • 99. Attract and Capture Leads Use Social Media To Get The Word Out
  • 100. Attract and Capture Leads Track website activity for visitors and leads
  • 101. Nurture Prospects Drag and Drop Campaign Builder
  • 102. Nurture Prospects Drag and Drop Simple Email Design
  • 103. Nurture Prospects More Than Just Email
  • 104. Automatic Close Sales Lead Scoring
  • 105. Close Sales Find Hot Leads Easily
  • 106. Sell Online Integrated Shopping Cart
  • 107. Get Repeat Sales, Upsells, Referrals Build Customer Follow-Up Campaigns
  • 108. Software is only a tool. You have to use it right and make it a part of your process. Hence the Infusionsoft Success Coach.
  • 109. Infusionsoft takes you by the hand and gets you started F-A-S-T! • Your personal Success Coach for 60 days • Assistance transferring data • Kick-Off Strategy Session: - Evaluation of your current customer lifecycle - Create YOUR custom Marketing Automation Plan (M.A.P.)
  • 110. Here’s how we take you by the hand and get you started F-A-S-T! • Your personal Success Coach for 60 days • Assistance transferring data – Evaluation of your current customer lifecycle – Your custom Marketing Automation Plan (M.A.P.) • Help you launch your first 2 campaigns (Content too) • “Flex Blocks” – specific to YOUR unique needs
  • 112. First Class Customer Service Weekly Webinars - (4,500+ Registrants) 2,000 attendees at InfusionCon 2013 Free Technical Support: • Phone or Online Chat • Average Wait Time: 1min. 13 sec. State-of-the-art Help Center
  • 113. $249/mo. $1,499 (or 3 pmts of $599)
  • 114. Today’s Quick Start Package • 2011 Ultimate Marketer Swipe Binder $399.99 • Beat the Recession Kit: $399.99 (Dan Kennedy, Michael Gerber) • Endless Profits: Double Your Sales Case Study $199.99 Additional Savings of: $999.97
  • 115. $249/mo. $1,499 (or 3 pmts of $599)
  • 116. Key Points To Remember  Farming Instead of Hunting (Build A Fence)  Lifecyle Marketing Instead of Survival Marketing (7 Steps)  Nurture customers who are not ready to buy now. No does not mean never  No does not mean never  Whether you buy Infusionsoft or not – implement Lifecycle Marketing
  • 117. Join The Infusionsoft Small Business Success Club (free). Online videos and tutorials to learn more about Lifecycle Marketing Text Your Email To: (917) 525-2324 http://www.infusionsoft.com/successclub
  • 118.
  • 119. Thank you Want to be an Infusionsoft partner?

Notes de l'éditeur

  1. Ask audience who is in the room
  2. Ask audience how they heard about the eventThanks sponsors
  3. RDM to input their own story..We all could be therapists – great lineConnector, Consultant, InstigatorSmall Biz TherapistEntrepreneur and Small Business Owner
  4. Beyond the technologyFounders identify with struggles of small businsses
  5. WHY DO WE DO THISSmall is not a dirty wordSmall is Small (2-50 people)Small is Big (5.1 M US)Small is Focus (our ONLY focus)Many companies say they love small biz but really have no clueMany take big biz products and shove it to fit for small biz – take away features/etcSupport is amazing….
  6. What sometimes happens is businesses make great products only to realize that customers aren't lining up to buy from them.
  7. And we have iterated for 10 years to prove and improve the methodology. At Infusionsoft, we get our 10,000 hours of time with small businesses every 3 months.We want to revolutionize how small biz grow and succeed
  8. (these 3 questions came from our years of insight into small biz – Dan R prezo)What if we could discover the patterns of success?What if we could find the formulas that make some people successfulWhat if we could identify the commonalities in the people who just “get by”?What if we could make this easier for people
  9. LIVE AUDIENCE PARTICIPATION - have audience stand show who dies and who lives40% fail in first year, Somewhere between 50% and 80% of small businesses fail in the first 5 years. That is not OK with InfusionsoftBusiness failure rate data - http://smallbiztrends.com/2008/04/startup-failure-rates.html
  10. Core principle (Michael Gerber in E-Myth): Many entrepreneurs are Technicians suffering from an entrepreneurial seizure.Small business owners don’t come out of the womb understanding how to market. THEY LOOK AROUND AT WHAT EVERYONE ELSE IS DOING AND FOLLOW THEMWe aren't born with the innate ability to market and sell. What do we do? Copy others. The problem is the model copied is broken."Tools + Tactics - Strategy = Chaos
  11. Most small businesses market like a caveman.1. Wakes up in the morning (TAKES HIS STICK – which has the word “buy from me on it”)2. Goes to find the herd3. Sneaks up on them4. Singles out the weakest of the herd5. Chases them down and beat them with the club6. Drag back to cave7. Start over
  12. Everyone in survival mode is DYING.This is simplified but it’s overall an idea of how small biz market in survival mode
  13. By working with these businesses (and thousands of entrepreneurs just like them), we identified the three biggest gaps. How many of these three do you suffer from?Lost Traffic. Whether it’s on your website or in your store, too many don’t capture leadsEXAMPLE of person (doctor?) who has lots of online traffic – but can’t capitalize on itLost Leads. As we mentioned with Doug Huggins… we don’t follow up with leads enoughEXAMPLE of mortgage exec whose sales staff discarded pre qualified mortgage applicationsLost Customers. We either lose customers completely, or we lose opportunities to WOW them, Upsell them, get referrals.EXAMPLE: companies are not wowing us – so lost business with by indifference or not wowing customers to have them want to come back to use Sometimes we refer to this as Follow-Up Failure. It’s everywhere.
  14. GOOD QUOTE – wrong place? Car salesman are dripping with quota, that is not how people want to be sold to.
  15. Our customers are going online.Seems like a train we can’t catch. You don’t have to Start with the strategyRamon’s example of his neighbor’s cat chasing every string – even though it’s clear the string is NOT a mouse – he can’t help it…
  16. The real problem with survival marketing is that NOT MANY BUSINESSES SURVIVE ITBut even those who survive it don’t quite achieve their dreams
  17. Do you know what the MOST IMPACTFUL INVENTION FOR THE CAVEMAN?THE FENCE! (Imagine that!)
  18. After watching thousands of thriving businesses:Inventions FROM CAVEMAN simple tools TO FARMER/RANCHER: Farmer knows the lifecycle of a plant Thriving businesses recognize there is a CUSTOMER LIFECYCLE *IF I DO WHAT NEEDS TO BE DONE AT EACH PHASE OF THE LIFECYCLE, I CAN ENJOY A HARVEST!Thriving businesses grow at some point. They recognize THEY can HAVE A SURPLUS There is hope that they can SPEND TIME MAKING WIDGETS There is hope to get out of my nightmare and back into my dream
  19. A fence creates MIND SHARE beyond WALLET SHARE
  20. A new framework for thinking about your marketing AND SALESIt’s easier than the alternative. It’s easy to get started.Fundamental premise: Almost every small business who is still in survival mode has a TON OF OPPORTUNITY THROUGHOUT THEIR BUSINESS. When you go from just CONVERTING SALES to considering the ENTIRE CUSTOMER LIFECYCLE, there ARE LOTS OF EASY WINSYou will find that it feels NATURAL, because it’s based on natural laws of the (customer) harvest. (Grandpa would agree with it).
  21. Spend more time with familyFocus on business growthBusiness built to last
  22. Treating prospects as peopleUsing systems to scale relationshipsMy goal: help you find the biggest opportunitythe goal is NOT to make you perfect. We’re going to identify the top 3 things to attack first.
  23. We are going to work ON your business today. I call it work, but what we are really doing is making sense of a whirlwind of chaotic messages that you hear every day about all of the things you “should” be doing in your business. We’re going to take a different approach that will change the way you think about your marketing forever.And the workbook we’ll be using is the Playbook.Please write your name and phone number down on the fist page. You won’t want to lose this baby.
  24. These are the 7 phases.Instead of just looking at “sales” to see how we are doing, there are SEVERAL IMPORTANT METRICS TO WATCH.[Review each phase]This approach gives us the ability to identify where we are doing well, and where there is more opportunity to be had.It's important to look at the numbers, and the good news is you don't have to implement a whole system out of the gate to improve results, you can improve results relatively quickly with some effort applied in one area.
  25. OPEN WORKBOOK - Good Lifecycle Marketers understand their customersA common mistake is to say “I’m for everyone”Not how success is created. Requires FOCUS AND UNDERSTANDINGQuick Exercise: Who is your customer?Basic CharacteristicsPains, Problems and ChallengesBenefits They SeekWhy They Buy From YouMost common ObjectionsWho is not your target customer
  26. When we are in “sales mode’, we attack our prospects with a Hard Sales Message (i.e. BEAT THEM WITH A CLUB)Lifecycle Marketers find ways to flip the equation around. They get prospects to come to them They create powerful MAGNETS that attract prospectsLet’s look at examples
  27. Even everything free people would be suspicious (manhattan stores with confetti all over the floor saying close out sale –that does not even work all the time)
  28. Their initial magnet said “contact me”Sean Kelley and Andy MackensenWent from Outbound Hunting to Inbound HarvestingWhen they started, they’d chase people all day.Then they created reports that ENTERED THE CONVERSATION going on in their prospect’s head.*Note: Lifecycle Marketers grow healthy prospect databases** is there more information to read as background for Human Healthy **
  29. 1. Story: Had a very expensive event model that never produced what they needed it to. 2. After spending $10,000 on a mailing that produced NOTHING, they were facing bankruptcy and possible foreclosure square in the eye3. Tested an educational approach. They sent an email broadcast (through another vendor?) in conjunction with a PBS special about taxes. Got a massive client.4. Created a magnet and started offering it all over. Attracted a ton more traffic** is there more information to read as background for Gleason **
  30. John Carlton: imagine your prospect a lazy, video game playing, stinky dude on a couch. Ain’t getting up for anything.You need to be the one thing that gets his blood pumping today.People don’t wake up in the morning thinking “I need to sign up for yet another email newsletter”Your customers have lots of options, lots of distractions- why even pay attention to you?
  31. [Question] What magnets are you using?Feedback?[Quick Exercise] – fill out Attract TrafficExercise: Pick educational magnet topic: Get inside your prospect’s head.
  32. This is hard work, but it is important because it will help us focus on the right areas.And it will show you how much opportunity is slipping through the cracks!
  33. Businesses that are thriving are focused on CAPTURING the information of their prospects If you want to be able to FOLLOW UP, you have to have their information If you want to have a large prospect database, it comes ONE DAY AT A TIME. You already have leads slipping through the cracks and you don’t even know it.CALL AN OFFICE (of the attendees) LIVE….. or gesture to do so…(Dan Ralph)
  34. Most businesses have enough prospects slipping through the cracks that they could doubleWebsite with form prominently displayedLead Capture process for all customer interactionsBusiness cards ALONE are NOT a lead
  35. Most businesses have enough prospects slipping through the cracks that they could doubleWebsite with form prominently displayedLead Capture process for all customer interactionsBusiness cards ALONE are NOT a lead
  36. Now that you have captured the leads, you can begin to nurture and warm the lead so they become a hot prospectWhen you don’t have a solid lead nurture plan in place, you end up dropping leads. - Doug Huggins Story (?)- SERGE CONCIERGE STORY – no follow up with “NO’s” (Ramon’s example)
  37. One thing we’re doing is touching them with helpful information firstCitation for this slideAs referenced from a study of the Sales and Marketing Executive Club of Los Angeleshttp://jamesriverjournal.com/business-coach/16865-do-not-give-up-follow-up.html
  38. Jeanette was a stay-at-home mom. When Joe’s front office person left, she decided it was time to come work in the business. She heard about Lifecycle Marketing and took off like a rocket. Kept it simple. Did one thing at a time.She spent time mapping out a planShe used the simple templates in our libraryTechnophobe. She saw her first iPad the morning of InfusionCon. Had to get someone to help her get on wireless
  39. Look at the results.
  40. Julie Goldman – The Original Runner CompanyShark tankKardashian weddingMakes custom runners for weddings. Got good press from some celebrity weddings.Before lifecycle marketing: She would take an index card, write down the name of the bride, wedding date, what interested in. Every month – would pull out the card and try to follow up. There HAS to be another way (too time consuming, I’d call and it would be too late, also some brides would call in and expect me to remember details about their wedding. Her follow up stunk.
  41. Debbie Green – Founder. Sell design software to help interior designers Before this nurture was in place, they had 5 people following up on leads. Wowed the audience at the recent MarketingProfs event because their small business out-markets many of the big businesses. One session attendee applauded Debbie for her business’ commitment to customers. Her business of more than 1,000 employees sometimes take a robotic approach to customer follow up.  She explained that their communications with customers aren’t personalized or friendly.The size of your business is not important. It’s whether you are committed to nurturing leads.
  42. How many more prospects would you have if you educated them, nurtured them, took care of them?
  43. COMMENT FROM SCOTT TO CONSIDER USING: I kinda do want you to walk out of here a little bit screwed up in the head. I want you to say to other businesses  "hey you didn't capture me as a lead, ha ha! Oh, wait I'm not doing that yet either!"
  44. FOR CREATIVE: let’s add live link to this URL – why not embed on an Infusionsoft page?This video could be worth seeing live – if possible
  45. Converting Sales is much easier when you’ve been nurturing them with education and follow up.
  46. One thing we’re doing is touching them with helpful information first
  47. Sean Kelley and Andy MackensenWent from Outbound Hunting to Inbound Harvesting
  48. David Hiersekorn – Private Counsel law practiceDavid turned the “typical” legal model on its head using a creative lead conversion strategy.
  49. Wowing customers creates a monopoly in their mindCar mechanic who shines carCustomers who have indifference towards you are not wowed
  50. Ramon’s story of giving back $5,000 to a customerAsk audience who they rave about
  51. Wow customer without being askedWow customer when a problem happens (ieSmashburger)
  52. Ramon’s example of customer who came and asked how they could spend 100% more with him
  53. Fun, unique dentist in California. Top 20 coolest small offices in United states. When you are leaving, most dentists try to schedule appointment for 6 months, but that date doesn't always work. He sends reminders about the appointments (email and call from receptionist). Take advantage of birthdate. B-day comes with email and postcard
  54. Jermaine Griggs – Hear and PlayJermaine used personalized, triggered follow-up to present upsell offerings Different type of music, current level of consumptionUPSELL IS NOT a SNEAK ATTACK – it’s enabling customers to buy more of what they want from YOU and NOT your competition
  55. Customer referrals are one of the cheapest ways to grow.Nelly asked Daily News to have Ramon speak and Nelly was not even sure what Ramon did for a living (POWER REFERRAL)
  56. What would happen if you doubled referrals?
  57. What would happen if you doubled referrals?
  58. Let’s review the Opportunity AnalyzerWrite the numbers from each phase (monthly). Multiply by 12.
  59. Share totals.
  60. Do some Maps together on Elmo (for those who don’t know what an Elmo is - http://www.adorama.com/EL9417B.html?gclid=CMXX-_bxh7ECFQff4AodSxZVhA)Focus on: Simple, fluid Trigger-based marketing
  61. The key is that the lead is being captured and followed up on automatically.How many “free classes” go uncaptured and unfollowed up on?Life happens!!Law practice that added $642k from “Nos”
  62. Would you like us to show you a little bit how our software works?If you feel this is less relevant for you, you can be rude and get up and leave.I'm not going to try and sell you, or block the door until you buy. The most important thing I wanted to sell you on today, was lifecycle marketing, and to motivate you to move in the direction of implementing lifecycle marketing.
  63. Think of Infusionsoft as the tractor that helps the farmer. We have software to help implement and automate lifecycle marketing all in one system. There are good tools out there to help you implement lifecycle marketing, we help that happen all in one system.
  64. High – Level Overview Web Based, so you can log in from anywhere Multi-user (your whole office logs in) Has a prospect and customer database at it’s core Manage contact details, history/notes (like ACT) Integrated with all the tools you needInfusionsoft allows you to capture leads that you attract with your magnets Everything goes into one customer database Everything is Segmented using TAGS
  65. Google analytics is great – but can’t tell you WHO is visiting your web site.Infusionsoft can
  66. Show the blank map on bullet 4, three other maps
  67. Coaches are now specialized by your type of business. They’ll ask you the right questions to find the biggest opportunity, then they’ll be there to help you get success!
  68. Sign up here today you get 3 of the bonuses free
  69. Fill out surveyReady to buy? Want more information? – ask usInfusionsoft partner – referral or consultant?