Social Selling for Credit Unions
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PCUA - Corey Perlman - 2018 - Digital best practices for credit unions
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Social Selling for Credit Unions
- 1. Social Selling A digital path from prospect to happy customer.
- 2. •Positive Tweets? @CoreyPerlman •Negative? MySpace.com •Text Slides to 66866 for my slides
- 3. •Prospect •Build Credibility •Stay ‘Top of Mind’ •Build Rapport •Earn Referrals Social Sales Cycle
- 4. Fish Where the Fish are.
- 5. Where do you believe you should be planting your flag? (FB, IG, LI, Twitter, SnapChat, Other?) (POLL)
- 7. •Boosted posts •Facebook ads •Lookalike audience •ReMarketing
- 8. Ad Choices
- 9. •Age, income, kids •Interests: Adventure, travel •Seasonal • purchasing behavior, life events (recently engaged)
- 10. First Page or Bust
- 11. •Pay to Play •Google My Biz •Organic
- 12. •Claim listing •Edit info •Monitor reviews Google My Biz
- 13. Best Practice: Never let a Verbal Testimonial go Unpublished.
- 14. •Directories •Google Biz, Yelp, Industry directory •Social Channels •Facebook biz •LinkedIn Recs
- 15. Ask for Reviews from Happy Customers. •Timing is everything •Let them know the channel •Give them suggestions •Sincere thanks in advance
- 16. How would you respond to a negative review? (POLL) •Ignore and let it die out •Seek to understand and try to fix •If they want to fight, show no mercy!
- 17. Best Practice: Responding to reviews
- 18. Don’t Wind Up on WebsitesThatSuck.com
- 19. 2009 Called…
- 21. Best Practice: Fully Mobile Responsive (Try the Thumb Test)
- 22. Best Practice: Exit Popup
- 23. Step Three: Stay Top of Mind.
- 24. •Monday Minute: •Testimonial Tuesday •WTF Wednesday • Thank You Thursday • Community Friday Create a Content Calendar
- 25. "I see video as a megatrend, and that's why I'm going to keep putting video first across our family of apps.” CEO Mark Zuckerberg
- 26. •Ask the Experts •Customer Testimonials •Behind the Scenes •Community events Video Ideas
- 28. •1-2 for Facebook •3-5 for Instagram •Topical (#interestrates) •Brand (#Yourcreditunion) •Trending (#taxlaws #taxseason) •www.all-hashtag.com Hashtags
- 29. Step Three: Build Rapport
- 30. Where’s the best place for you to digitally connect w/ customers? (POLL) •LinkedIn •Facebook •Neither •Other?
- 31. Step Four: Earn Referrals (the holy grail of social)
- 32. •Recommendations •Referral Network •Potential customer (#2) •Connected w/ current customer LinkedIn
- 33. •Prospect (Social ads, SEO) •Build Credibility (Website, GMB, Reviews) •Stay ‘Top of Mind’ (Content calendar) •Build Rapport (Connect personally) •Earn Referrals (LinkedIn) Social Sales Cycle Summary
- 34. •One thing you learned from today? •One best practice to add? •Toss to a willing catcher •Hold your string! Let’s Create a Web Presence!
- 36. Don’t go it alone. Use your resources!
- 38. •Text Slides to 66866 •linkedin/in/coreyperlman • corey@ImpactSocialMedia.com • 248-388-9788 ThankYou!