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The Ultimate Event for Small Business Success.
Sell More & Save Time
The Who, What, Why, When, And Where Of
Infusionsoft Ecommerce
Wes Schaeffer
Chief Whisperer, The Sales Whisperer
@saleswhisperer
The Ultimate Event for Small Business Success.
Defining Your Business Type
What Is Your Online Selling Strategy?
The Ultimate Event for Small Business Success.
The Online Retailer
• Higher Volumes of Products
• Each product page looks
the same. No Special
“Marketing or Sales Pages.
• Visitors can “browse” your
online store add items to a
shopping cart.
It’s like wandering the aisles of
your favorite department
stores looking at everything on
the shelves.
The Ultimate Event for Small Business Success.
Marketing Site Landing Pages
• Popular with Service
businesses.
• Usually low product count
with simple pricing (no
variants)
• Limited “shopping”
experience with precision
selling
• Product landing pages are
custom designed and push
visitors to a one step
checkout
It’s like going getting a visit from
a door to door salesman who
represents one product.
The Ultimate Event for Small Business Success.
I Do Both!
• I have a products section AND
a shop button on my website.
• I focus on higher dollar
products with “product
landing pages” to focus on the
“reason to buy”
• I offer visitors the option to
create their own shopping
experience.
Knowing how your prospects will
want to buy from you is the key
to how you present your products
online.
SHOP ONLINEPRODUCTS
The Ultimate Event for Small Business Success.
What Is/Are Your Brands
How many brands do you represent?
The Ultimate Event for Small Business Success.
The look/feel of your store: Company and Branding
Are you a single brand business or multiple brand business?
“My” Company Branded Products –
Browse My Storefront
I resell other company brands – Product
Branded Landing Pages To Order Forms
The Ultimate Event for Small Business Success.
Wow! My Company Has Multiple Identities!
If you are a multi-brand business, you can use Infusionsoft Order forms to
brand your one step checkout process to each brand
The Ultimate Event for Small Business Success.
Define Your Selling Goals
Where do your buyers go with the call to
action
The Ultimate Event for Small Business Success.
Give Your Buyers The Key To the Express Lane
Website Product Landing Page at
www.nomoresalesduds.com
Shows “ADD TO CART” button
ORDER FORM
The Ultimate Event for Small Business Success.
Advantages of Product Landing Pages And
Order Forms
• YOU control the look/feel
and layout of your product
landing pages. Each page
can be completely different!
• INCLUDE a variety of
testimonials, video, or other
important supporting info
that storefront pages may
not be able to handle.
• Capture people’s attention
with a single product focus.
The Ultimate Event for Small Business Success.
Browse The Aisles And Shop ‘Till You Drop
• Create Store Categories
to give buyers multiple
products to choose
from in a single visit.
• Use product short
descriptions to tease
shoppers and long-
description to convince
buyers.
Window shop a variety of
products and services and
“CONTINUE SHOPPING”
The Ultimate Event for Small Business Success.
Increase your selling power
with email
Integrating Email Marketing with
Ecommerce
The Ultimate Event for Small Business Success.
Directing Buyers To Order
Forms From Email
Order Forms – Sending Readers
RIGHT to a purchase form. Using Call
To Action Buttons such as “BUY
NOW”, “ENROLL TODAY”, or “CREATE
YOUR ORDER ONLINE”
The Ultimate Event for Small Business Success.
Directing Buyers To Order
Forms From Email
Order Forms – Your Buy Now Buttons
Send Your Buyers Directly To A One
Step Checkout
• No Continue Shopping Button
• No “Review Your Cart”
• Enter Billing/Shipping And The
Order Is Complete
The Ultimate Event for Small Business Success.
Directing Buyers To Your
Store From Email
Storefront– Sending Readers To
Browse Products Using Call To Action
Button such as, “VIEW OUR
OFFERINGS”, “SHOP ONLINE”, or
“COMPARE PRODUCTS”
The Ultimate Event for Small Business Success.
Directing Buyers To
Your Store From Email
Storefront –Send Buyers To Your
Store Home, Categories, Or
Even Product pages
• Two clicks to buy – “Add To
Cart” and Then “Check Out”
• Force buyers to register for a
User ID/Password to
Checkout
Browse
Products
Add
Product(s)
To Cart
Check
Out
The Ultimate Event for Small Business Success.
Directing Buyers To
Bundled Links From Email
Bundled Links– Sending Readers To A
Group Of Products Packaged
Together At A One Step Checkout For
A Special Price! Use Call To Action
Button such as, “GET OUR SPECIAL
BUNDLE”, “GRAB OUR PACKAGE
DISCOUNT”, or “BUY A BUNDLE SAVE
A BUNDLE!”
The Ultimate Event for Small Business Success.
Directing Buyers To Bundled Links From Email
Bundled Product Links –Send
Buyers To A Store Cart Checkout
Page With Multiple Products AND
add automatic discounts for buying
in bulk!
• Buyers can
update their cart
by “removing”
items.
• Buyers must enter
billing info and
then confirm their
“checkout”.
The Ultimate Event for Small Business Success.
One Click Upsells – Forget
the forms! (Advanced Users)
For Existing Infusionsoft Buyers
• Create One Click
Upsells From Emails
• Automatically Create
Orders When Buyers
Agree To Purchase
Using Existing Billing
Info On File
• Auto-charge Credit
Cards and Run
Fulfillment ONLY on
successful purchases.
The Power Of
Action Sets
The Ultimate Event for Small Business Success.
Integrating Ecommerce Into
Your Website
Order Forms, the Storefront, Upsells & Downsells
The Ultimate Event for Small Business Success.
Sales Pages To Order Forms
Product Landing Page Type 3Product Landing Page Type 2Product Landing Page Type 1
Product landing pages are located on your website domain and will “sell” buyers
on the product and/or service. There is no need to go from a product landing
page to a product store page. Buttons will send folks to Order form for quick
checkout.
The Ultimate Event for Small Business Success.
Order Forms – Take Advantage Of Impulse Buying
Just like at the grocery store,
when you’re in the checkout
line, there are inexpensive
products to “increase your total
purchase”.
Create One Click Upsells For
Your Infusionsoft Order Forms.
• Create Criteria based on
which products are
purchased, date range, total a
promotion code that’s
entered, or an order dollar
value.
• Plan to offer products that
“relate or work well” with
each other.
The Ultimate Event for Small Business Success.
Order Forms – Take Advantage Of Impulse Buying
Using Infusionsoft’s Promotional Upsells, create simple “impulse” buy items for
your shoppers who can, in one click, add them to their existing order form
during the checkout process.
ONE CLICK
The Ultimate Event for Small Business Success.
Thank You Pages – Another Opportunity!
Enhance the value of your
Infusionsoft standard Thank You
Pages With Buttons And Links To
Purchase Additional Products.
Why Upsell After Purchase?
You know you have people
willing to spend.
You can customize the offering
for EACH order form so you
know the upsell is relevant to
their original purchase.
The Best Reason? WHY NOT!
The Ultimate Event for Small Business Success.
Real Life Examples
Get’r Done.
The Ultimate Event for Small Business Success.
Example One – Lead To Buyer
and Buyer Upsell
The Ultimate Event for Small Business Success.
The Author / Speaker
STEP 1: LEAD CAPTURE
Create Alluring Landing
Pages with A Free Offer “No
One Can Refuse”
Request First Name/Email In
Exchange For Free Chapter
Preview
The Ultimate Event for Small Business Success.
The Author / Speaker
STEP 2: CAPTURE FORM
THANK YOU PAGE UPSELL
 Deliver A Product Upsell
At An Incredible Offer
 Provide two separate
payment options to
appeal to all viewers.
 Include bonus when
buying through this page
only. PRODUCT UPSELLS 1, 2, and 3!
The Ultimate Event for Small Business Success.
The E-Book Author / Speaker
STEP 3: EMAIL FOLLOW UP
FREE DELIVERY & UPSELL
 Deliver A Product Upsell
At An Incredible Offer
 Provide two separate
payment options to
appeal to all viewers.
 Include bonus when
buying through this page
only.
The Ultimate Event for Small Business Success.
The E-Book Author / Speaker
STEP 3a: CLICK TO THE
ORDER FORM? YES!
 Be sure to create a cart
abandonment campaign
to track Order Form
visitors who don’t
purchase.
 Trigger A Bonus Email In
a Follow Up Sequence If
They Don’t Purchase!
The Ultimate Event for Small Business Success.
The E-Book Author / Speaker
STEP 3a: CLICK TO THE
ORDER FORM? NOT YET!
 Give buyers an
opportunity to view all
your products in a
similar category.
 Be sure to give them a
coupon code for
ANYTHING on the store!
The Ultimate Event for Small Business Success.
The E-Book Author / Speaker
STEP 4: MADE A
PURCHASE? UPSELL!
 Create The Opportunity
For Buyers To Keep Their
Credit Card Outside
Their Wallet For Just A
Few More Minutes
 Be Sure To Upsell
Something
Complimentary To Their
Prior Purchase
The Ultimate Event for Small Business Success.
Buyer to Buyer’s Referral
The Ultimate Event for Small Business Success.
Buyer To Buyer’s Referral
STEP 1: BUYER PRODUCT
LANDING PAGE
 Create laser precision
focus to purchase this ONE
product.
 Offer Simple Calls To
Action That Say What You
Mean With “BUY NOW”
 Display Price and Set
Expectations At The
Product Page
The Ultimate Event for Small Business Success.
Buyer To Buyer’s Referral
STEP 2: EMAIL FOLLOW UP
– PRODUCT FULFILLMENT
 Your Product Is On The
Way!
 How About Sending A
Book To A Friend?
 Send Infusionsoft Billing
Contact Information To
Prefill The Order Form
to make purchasing a
snap!
The Ultimate Event for Small Business Success.
Buyer To Buyer’s Referral
STEP 3: NOTIFICATION TO SALES –
NEW GIFT BUYER – SEND EMAIL TO
NEW LEAD!
 Introduce your company with,
“Someone has purchased a
wonderful gift for you!” It will be
arriving soon – here are some
bonuses too!
 Request their permission to send
them emails about special offers.
 New Lead – CAPTURED FOR FREE!
The Ultimate Event for Small Business Success.
Buyer To Buyer’s Referral
STEP 4: REPEAT STEPS 2 & 3 OVER AND
OVER AND OVER!
 Creating special pricing for product
gifts can trim lead acquisition costs
to practically $0.
 A special product order form to
ensure there are no promotion
codes “passed around”
 Consider promotional bonuses for
the “gifter” as a warm thanks!
 New Leads – CAPTURED FOR FREE!
The Ultimate Event for Small Business Success.
Free Trial To Paying Member
The Ultimate Event for Small Business Success.
The Service Business
STEP 1: THE FREE TRIAL OR
FREEMIUM MODEL – LEAD
CAPTURE
 Capture Initial Contact
Information at the landing
page.
 With First Name And Email
Acquired, Pass Through To
The Free Trial Infusionsoft
Order Form To Complete
Their Account Setup
The Ultimate Event for Small Business Success.
The Service Business
STEP 2: THE FREE TRIAL OR
FREEMIUM MODEL – PUSH FOR
COMPLETE ACCOUNT CREATION
 Tag Lead Capture and be sure to
deploy your Cart Abandonment
Campaign for folks who don’t
complete the setup with the
Order Form.
 Be sure to include Terms &
Conditions on your order form
stating that after the free trial
they will be automatically
charged a subscription.
The Ultimate Event for Small Business Success.
The Service Business
STEP 3: TIME DELIVER CONTENT AND
ENGAGE THROUGHOUT FREE TRIAL
PERIOD
 Be sure to deliver quality content with
accountability emails.
 Track user engagement with click
through tags to ensure folks are
accessing the program content or
attending events.
 Offer One Click “Fast Forward”
payment options (Buy Now and Save)
To Pass Through Free Trial Period)
The Ultimate Event for Small Business Success.
MOST IMPORTANTLY
The Ultimate Event for Small Business Success.
CREATE YOUR PROFIT ECOMMERCE
INFUSIONSOFT MARKETING PLAN
AUTOMATE. INTEGRATE. DOMINATE
COME SEE US AT BOOTH #411
BONUSES, GIVEAWAYS, & HOW IT’S DONE
Wes Schaeffer
Chief Whisperer, The Sales Whisperer
@saleswhisperer

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Wes Schaeffer - Sell More and Save Time

  • 1. The Ultimate Event for Small Business Success. Sell More & Save Time The Who, What, Why, When, And Where Of Infusionsoft Ecommerce Wes Schaeffer Chief Whisperer, The Sales Whisperer @saleswhisperer
  • 2. The Ultimate Event for Small Business Success. Defining Your Business Type What Is Your Online Selling Strategy?
  • 3. The Ultimate Event for Small Business Success. The Online Retailer • Higher Volumes of Products • Each product page looks the same. No Special “Marketing or Sales Pages. • Visitors can “browse” your online store add items to a shopping cart. It’s like wandering the aisles of your favorite department stores looking at everything on the shelves.
  • 4. The Ultimate Event for Small Business Success. Marketing Site Landing Pages • Popular with Service businesses. • Usually low product count with simple pricing (no variants) • Limited “shopping” experience with precision selling • Product landing pages are custom designed and push visitors to a one step checkout It’s like going getting a visit from a door to door salesman who represents one product.
  • 5. The Ultimate Event for Small Business Success. I Do Both! • I have a products section AND a shop button on my website. • I focus on higher dollar products with “product landing pages” to focus on the “reason to buy” • I offer visitors the option to create their own shopping experience. Knowing how your prospects will want to buy from you is the key to how you present your products online. SHOP ONLINEPRODUCTS
  • 6. The Ultimate Event for Small Business Success. What Is/Are Your Brands How many brands do you represent?
  • 7. The Ultimate Event for Small Business Success. The look/feel of your store: Company and Branding Are you a single brand business or multiple brand business? “My” Company Branded Products – Browse My Storefront I resell other company brands – Product Branded Landing Pages To Order Forms
  • 8. The Ultimate Event for Small Business Success. Wow! My Company Has Multiple Identities! If you are a multi-brand business, you can use Infusionsoft Order forms to brand your one step checkout process to each brand
  • 9. The Ultimate Event for Small Business Success. Define Your Selling Goals Where do your buyers go with the call to action
  • 10. The Ultimate Event for Small Business Success. Give Your Buyers The Key To the Express Lane Website Product Landing Page at www.nomoresalesduds.com Shows “ADD TO CART” button ORDER FORM
  • 11. The Ultimate Event for Small Business Success. Advantages of Product Landing Pages And Order Forms • YOU control the look/feel and layout of your product landing pages. Each page can be completely different! • INCLUDE a variety of testimonials, video, or other important supporting info that storefront pages may not be able to handle. • Capture people’s attention with a single product focus.
  • 12. The Ultimate Event for Small Business Success. Browse The Aisles And Shop ‘Till You Drop • Create Store Categories to give buyers multiple products to choose from in a single visit. • Use product short descriptions to tease shoppers and long- description to convince buyers. Window shop a variety of products and services and “CONTINUE SHOPPING”
  • 13. The Ultimate Event for Small Business Success. Increase your selling power with email Integrating Email Marketing with Ecommerce
  • 14. The Ultimate Event for Small Business Success. Directing Buyers To Order Forms From Email Order Forms – Sending Readers RIGHT to a purchase form. Using Call To Action Buttons such as “BUY NOW”, “ENROLL TODAY”, or “CREATE YOUR ORDER ONLINE”
  • 15. The Ultimate Event for Small Business Success. Directing Buyers To Order Forms From Email Order Forms – Your Buy Now Buttons Send Your Buyers Directly To A One Step Checkout • No Continue Shopping Button • No “Review Your Cart” • Enter Billing/Shipping And The Order Is Complete
  • 16. The Ultimate Event for Small Business Success. Directing Buyers To Your Store From Email Storefront– Sending Readers To Browse Products Using Call To Action Button such as, “VIEW OUR OFFERINGS”, “SHOP ONLINE”, or “COMPARE PRODUCTS”
  • 17. The Ultimate Event for Small Business Success. Directing Buyers To Your Store From Email Storefront –Send Buyers To Your Store Home, Categories, Or Even Product pages • Two clicks to buy – “Add To Cart” and Then “Check Out” • Force buyers to register for a User ID/Password to Checkout Browse Products Add Product(s) To Cart Check Out
  • 18. The Ultimate Event for Small Business Success. Directing Buyers To Bundled Links From Email Bundled Links– Sending Readers To A Group Of Products Packaged Together At A One Step Checkout For A Special Price! Use Call To Action Button such as, “GET OUR SPECIAL BUNDLE”, “GRAB OUR PACKAGE DISCOUNT”, or “BUY A BUNDLE SAVE A BUNDLE!”
  • 19. The Ultimate Event for Small Business Success. Directing Buyers To Bundled Links From Email Bundled Product Links –Send Buyers To A Store Cart Checkout Page With Multiple Products AND add automatic discounts for buying in bulk! • Buyers can update their cart by “removing” items. • Buyers must enter billing info and then confirm their “checkout”.
  • 20. The Ultimate Event for Small Business Success. One Click Upsells – Forget the forms! (Advanced Users) For Existing Infusionsoft Buyers • Create One Click Upsells From Emails • Automatically Create Orders When Buyers Agree To Purchase Using Existing Billing Info On File • Auto-charge Credit Cards and Run Fulfillment ONLY on successful purchases. The Power Of Action Sets
  • 21. The Ultimate Event for Small Business Success. Integrating Ecommerce Into Your Website Order Forms, the Storefront, Upsells & Downsells
  • 22. The Ultimate Event for Small Business Success. Sales Pages To Order Forms Product Landing Page Type 3Product Landing Page Type 2Product Landing Page Type 1 Product landing pages are located on your website domain and will “sell” buyers on the product and/or service. There is no need to go from a product landing page to a product store page. Buttons will send folks to Order form for quick checkout.
  • 23. The Ultimate Event for Small Business Success. Order Forms – Take Advantage Of Impulse Buying Just like at the grocery store, when you’re in the checkout line, there are inexpensive products to “increase your total purchase”. Create One Click Upsells For Your Infusionsoft Order Forms. • Create Criteria based on which products are purchased, date range, total a promotion code that’s entered, or an order dollar value. • Plan to offer products that “relate or work well” with each other.
  • 24. The Ultimate Event for Small Business Success. Order Forms – Take Advantage Of Impulse Buying Using Infusionsoft’s Promotional Upsells, create simple “impulse” buy items for your shoppers who can, in one click, add them to their existing order form during the checkout process. ONE CLICK
  • 25. The Ultimate Event for Small Business Success. Thank You Pages – Another Opportunity! Enhance the value of your Infusionsoft standard Thank You Pages With Buttons And Links To Purchase Additional Products. Why Upsell After Purchase? You know you have people willing to spend. You can customize the offering for EACH order form so you know the upsell is relevant to their original purchase. The Best Reason? WHY NOT!
  • 26. The Ultimate Event for Small Business Success. Real Life Examples Get’r Done.
  • 27. The Ultimate Event for Small Business Success. Example One – Lead To Buyer and Buyer Upsell
  • 28. The Ultimate Event for Small Business Success. The Author / Speaker STEP 1: LEAD CAPTURE Create Alluring Landing Pages with A Free Offer “No One Can Refuse” Request First Name/Email In Exchange For Free Chapter Preview
  • 29. The Ultimate Event for Small Business Success. The Author / Speaker STEP 2: CAPTURE FORM THANK YOU PAGE UPSELL  Deliver A Product Upsell At An Incredible Offer  Provide two separate payment options to appeal to all viewers.  Include bonus when buying through this page only. PRODUCT UPSELLS 1, 2, and 3!
  • 30. The Ultimate Event for Small Business Success. The E-Book Author / Speaker STEP 3: EMAIL FOLLOW UP FREE DELIVERY & UPSELL  Deliver A Product Upsell At An Incredible Offer  Provide two separate payment options to appeal to all viewers.  Include bonus when buying through this page only.
  • 31. The Ultimate Event for Small Business Success. The E-Book Author / Speaker STEP 3a: CLICK TO THE ORDER FORM? YES!  Be sure to create a cart abandonment campaign to track Order Form visitors who don’t purchase.  Trigger A Bonus Email In a Follow Up Sequence If They Don’t Purchase!
  • 32. The Ultimate Event for Small Business Success. The E-Book Author / Speaker STEP 3a: CLICK TO THE ORDER FORM? NOT YET!  Give buyers an opportunity to view all your products in a similar category.  Be sure to give them a coupon code for ANYTHING on the store!
  • 33. The Ultimate Event for Small Business Success. The E-Book Author / Speaker STEP 4: MADE A PURCHASE? UPSELL!  Create The Opportunity For Buyers To Keep Their Credit Card Outside Their Wallet For Just A Few More Minutes  Be Sure To Upsell Something Complimentary To Their Prior Purchase
  • 34. The Ultimate Event for Small Business Success. Buyer to Buyer’s Referral
  • 35. The Ultimate Event for Small Business Success. Buyer To Buyer’s Referral STEP 1: BUYER PRODUCT LANDING PAGE  Create laser precision focus to purchase this ONE product.  Offer Simple Calls To Action That Say What You Mean With “BUY NOW”  Display Price and Set Expectations At The Product Page
  • 36. The Ultimate Event for Small Business Success. Buyer To Buyer’s Referral STEP 2: EMAIL FOLLOW UP – PRODUCT FULFILLMENT  Your Product Is On The Way!  How About Sending A Book To A Friend?  Send Infusionsoft Billing Contact Information To Prefill The Order Form to make purchasing a snap!
  • 37. The Ultimate Event for Small Business Success. Buyer To Buyer’s Referral STEP 3: NOTIFICATION TO SALES – NEW GIFT BUYER – SEND EMAIL TO NEW LEAD!  Introduce your company with, “Someone has purchased a wonderful gift for you!” It will be arriving soon – here are some bonuses too!  Request their permission to send them emails about special offers.  New Lead – CAPTURED FOR FREE!
  • 38. The Ultimate Event for Small Business Success. Buyer To Buyer’s Referral STEP 4: REPEAT STEPS 2 & 3 OVER AND OVER AND OVER!  Creating special pricing for product gifts can trim lead acquisition costs to practically $0.  A special product order form to ensure there are no promotion codes “passed around”  Consider promotional bonuses for the “gifter” as a warm thanks!  New Leads – CAPTURED FOR FREE!
  • 39. The Ultimate Event for Small Business Success. Free Trial To Paying Member
  • 40. The Ultimate Event for Small Business Success. The Service Business STEP 1: THE FREE TRIAL OR FREEMIUM MODEL – LEAD CAPTURE  Capture Initial Contact Information at the landing page.  With First Name And Email Acquired, Pass Through To The Free Trial Infusionsoft Order Form To Complete Their Account Setup
  • 41. The Ultimate Event for Small Business Success. The Service Business STEP 2: THE FREE TRIAL OR FREEMIUM MODEL – PUSH FOR COMPLETE ACCOUNT CREATION  Tag Lead Capture and be sure to deploy your Cart Abandonment Campaign for folks who don’t complete the setup with the Order Form.  Be sure to include Terms & Conditions on your order form stating that after the free trial they will be automatically charged a subscription.
  • 42. The Ultimate Event for Small Business Success. The Service Business STEP 3: TIME DELIVER CONTENT AND ENGAGE THROUGHOUT FREE TRIAL PERIOD  Be sure to deliver quality content with accountability emails.  Track user engagement with click through tags to ensure folks are accessing the program content or attending events.  Offer One Click “Fast Forward” payment options (Buy Now and Save) To Pass Through Free Trial Period)
  • 43. The Ultimate Event for Small Business Success. MOST IMPORTANTLY
  • 44. The Ultimate Event for Small Business Success. CREATE YOUR PROFIT ECOMMERCE INFUSIONSOFT MARKETING PLAN AUTOMATE. INTEGRATE. DOMINATE COME SEE US AT BOOTH #411 BONUSES, GIVEAWAYS, & HOW IT’S DONE Wes Schaeffer Chief Whisperer, The Sales Whisperer @saleswhisperer