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Creating The Perfect
  Customer Lifecycle:
  Proven strategies for getting higher conversions, repeat
  sales and increased efficiencies in your business




  Presented by Tyler Garns
  Director of Marketing, Infusionsoft



@tylergarns
I used to be in & out of
   psych wards all the time
@tylergarns
Psychosis: When Normal Mental
                 Processes Get Overactive
@tylergarns
Ever Felt Like This?
   Biz Owners & Marketers Often Feel Trapped

@tylergarns
I’m not going to drug you, but it’s...
  Time to Retrain Your Brain
@tylergarns
Typical Customer Lifecycle
      Generate Interest
      Sell, Sell, Sell
      Get New Customers
      Sigh Of Relief
      Go Do It Again
      Problem:
      3 Holes In Your Funnel

@tylergarns
Growing Sales w/Typical
   Customer Lifecyle
      Generate Interest to get
      100 prospects
      10 People Buy
      What if I want to double
      my sales?




@tylergarns
How to Double Sales
      Double Ad Spend
      Double Time Spent
      Generating Traffic

      Double Sales Efficiency
      All of these are out of
      reach for small business
      Why?


@tylergarns
Holes In Your Funnel
      Hole #1: Lost Traffic
         Ask yourself: How
         much traffic came to
         my site today and left
         without me capturing
         their info? How will I
         ever follow up with
         them again?



@tylergarns
Holes In Your Funnel
      Hole #2: Lost Leads
      Usually 10% of leads are
      HOT - we convert those
      What about the rest?
      What about the people
      who aren’t ready to buy
      now?



@tylergarns
Did You Know?
                    How many
                    leads each
                     month are
                     labeled as
                     “bad” and
                   dumped into
                      hole #2?




@tylergarns
Holes In Your Funnel
      Hole #3: Lost
      Customers
      You lose 68% of
      customers because of
      INDIFFERENCE*
      Are your customers
      buying more?
      Are they referring?

@tylergarns   *According to a study conducted by the Technical Assistance Research Project in Washington D.C
Holes in your funnel are a
   result of focusing on tools &
   tactics - while ignoring
   strategy


@tylergarns
Can you imagine?
POINT “A” - SAUDA




                      POINT “B” - NOIDA




@tylergarns
Any statement that starts
   with “You MUST do X”
   where X is a tactic (or a
   tool), is a statement to be
   wary of!

@tylergarns
Don’t buy any tool or try any
   tactic if you don’t have a
   map!


@tylergarns
What’s The Result?




  CHAOS
@tylergarns
Tools + Tactics (without strategy) = CHAOS




@tylergarns
Build the Strategy First
   Then Find Tactics & Tools That Accomplish The
   Strategy
@tylergarns
Framework for Strategy:
The Perfect Customer Lifecycle




@tylergarns
@tylergarns
Service Business
       Attract Traffic
       Capture Leads
       Nurture
       Convert Sales
       Deliver & Satisfy
       Upsell
       Referrals
@tylergarns
Heating & Air Conditioning




@tylergarns
@tylergarns
Online Retail
       Attract
       Capture Leads
       Nurture
       Convert Sales
       Deliver & Satisfy
       Upsell
       Referrals
@tylergarns
@tylergarns
Download the template:
   http://bit.ly/pcl-template




@tylergarns
Traffic Attraction Strategies
      The Internet has taught us:
      Build it, and they will not come!
      Killer Content - Blog Posts, Tools, Videos, etc.
      Social Media
      Partners
      Referrals
      Advertising

@tylergarns
Lead Capture Strategies
      “Sign up for our Newsletter” is NOT a lead capture
      strategy
      Free Report, eBook, etc.
      Access to Video, Audio, Podcast, Premium Content
      (membership site), etc.
      Request a Quote
      Surveys, Polls, Contests & Drawings
      Offers, Coupons, etc.
      Live Event, Webinar, Teleseminar
@tylergarns
Lead Nurture Strategies
      Typical Autoresponder = Robotic - Your Prospects
      Don’t Want to Be Treated Like Robots
      New Lead, Hot Lead Sequence, Cold Lead Sequence
      Long Term Nurture Sequence
      Weekly Newsletter
      New Customer Sequence
      Customer Satisfaction Sequence
      Event Follow Up Sequence (Pre & Post)
@tylergarns
Sales Conversion Strategies
      If you rely solely on your sales reps, you’ll never achieve
      the sales your organization is capable of
      Automate Sales Stage Communications
      New Prospect
      Discovery Info
      Objection Handling
      Supporting Evidence

@tylergarns
WOWing Customer
   Strategies
      Imagine you have only 1 customer - craft the PERFECT
      EXPERIENCE for that customer
      Then Put Systems In Place for Quality Control
      Welcome Sequence (make it personal & relevant)
      Customer Satisfaction Sequence (offer bonus for
      completing)


@tylergarns
Upsell Strategies
      Upsell During Checkout (during sales process - would
      you like fries with that?)
      Post-Purchase Upsell (get ‘em while they’re hot)
      Happy Customer Upsell (post cust. sat. survey)
      Product-Specific Upsell/Refill (automatic ink delivery,
      service package, warranty, etc)
      Product-Specific Cross-Sell (ink -> paper - could be
      partner product/service)

@tylergarns
Referral Strategies


      You & Your Friend Get a Discount
      Free Product/Service If You Refer A Friend
      Referrals Don’t Have To Come From Customers - Use
      Happy Leads To Drive Traffic




@tylergarns
Your Assignment:
      Download the template at http://bit.ly/pcl-template
      Create your marketing strategy, complete with goals
         Get specific or they don’t count
         Don’t get overactive (psychotic) in tactics that don’t
         drive your strategy
      Download the Small Business Marketing Guide:
      http://www.infusionsoft.com/inbound

@tylergarns
Thank you!



@tylergarns

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Creating The Perfect Customer Lifecycle

  • 1. Creating The Perfect Customer Lifecycle: Proven strategies for getting higher conversions, repeat sales and increased efficiencies in your business Presented by Tyler Garns Director of Marketing, Infusionsoft @tylergarns
  • 2. I used to be in & out of psych wards all the time @tylergarns
  • 3. Psychosis: When Normal Mental Processes Get Overactive @tylergarns
  • 4. Ever Felt Like This? Biz Owners & Marketers Often Feel Trapped @tylergarns
  • 5. I’m not going to drug you, but it’s... Time to Retrain Your Brain @tylergarns
  • 6. Typical Customer Lifecycle Generate Interest Sell, Sell, Sell Get New Customers Sigh Of Relief Go Do It Again Problem: 3 Holes In Your Funnel @tylergarns
  • 7. Growing Sales w/Typical Customer Lifecyle Generate Interest to get 100 prospects 10 People Buy What if I want to double my sales? @tylergarns
  • 8. How to Double Sales Double Ad Spend Double Time Spent Generating Traffic Double Sales Efficiency All of these are out of reach for small business Why? @tylergarns
  • 9. Holes In Your Funnel Hole #1: Lost Traffic Ask yourself: How much traffic came to my site today and left without me capturing their info? How will I ever follow up with them again? @tylergarns
  • 10. Holes In Your Funnel Hole #2: Lost Leads Usually 10% of leads are HOT - we convert those What about the rest? What about the people who aren’t ready to buy now? @tylergarns
  • 11. Did You Know? How many leads each month are labeled as “bad” and dumped into hole #2? @tylergarns
  • 12. Holes In Your Funnel Hole #3: Lost Customers You lose 68% of customers because of INDIFFERENCE* Are your customers buying more? Are they referring? @tylergarns *According to a study conducted by the Technical Assistance Research Project in Washington D.C
  • 13. Holes in your funnel are a result of focusing on tools & tactics - while ignoring strategy @tylergarns
  • 14. Can you imagine? POINT “A” - SAUDA POINT “B” - NOIDA @tylergarns
  • 15. Any statement that starts with “You MUST do X” where X is a tactic (or a tool), is a statement to be wary of! @tylergarns
  • 16. Don’t buy any tool or try any tactic if you don’t have a map! @tylergarns
  • 17. What’s The Result? CHAOS @tylergarns
  • 18. Tools + Tactics (without strategy) = CHAOS @tylergarns
  • 19. Build the Strategy First Then Find Tactics & Tools That Accomplish The Strategy @tylergarns
  • 20. Framework for Strategy: The Perfect Customer Lifecycle @tylergarns
  • 22. Service Business Attract Traffic Capture Leads Nurture Convert Sales Deliver & Satisfy Upsell Referrals @tylergarns
  • 23. Heating & Air Conditioning @tylergarns
  • 25. Online Retail Attract Capture Leads Nurture Convert Sales Deliver & Satisfy Upsell Referrals @tylergarns
  • 27. Download the template: http://bit.ly/pcl-template @tylergarns
  • 28. Traffic Attraction Strategies The Internet has taught us: Build it, and they will not come! Killer Content - Blog Posts, Tools, Videos, etc. Social Media Partners Referrals Advertising @tylergarns
  • 29. Lead Capture Strategies “Sign up for our Newsletter” is NOT a lead capture strategy Free Report, eBook, etc. Access to Video, Audio, Podcast, Premium Content (membership site), etc. Request a Quote Surveys, Polls, Contests & Drawings Offers, Coupons, etc. Live Event, Webinar, Teleseminar @tylergarns
  • 30. Lead Nurture Strategies Typical Autoresponder = Robotic - Your Prospects Don’t Want to Be Treated Like Robots New Lead, Hot Lead Sequence, Cold Lead Sequence Long Term Nurture Sequence Weekly Newsletter New Customer Sequence Customer Satisfaction Sequence Event Follow Up Sequence (Pre & Post) @tylergarns
  • 31. Sales Conversion Strategies If you rely solely on your sales reps, you’ll never achieve the sales your organization is capable of Automate Sales Stage Communications New Prospect Discovery Info Objection Handling Supporting Evidence @tylergarns
  • 32. WOWing Customer Strategies Imagine you have only 1 customer - craft the PERFECT EXPERIENCE for that customer Then Put Systems In Place for Quality Control Welcome Sequence (make it personal & relevant) Customer Satisfaction Sequence (offer bonus for completing) @tylergarns
  • 33. Upsell Strategies Upsell During Checkout (during sales process - would you like fries with that?) Post-Purchase Upsell (get ‘em while they’re hot) Happy Customer Upsell (post cust. sat. survey) Product-Specific Upsell/Refill (automatic ink delivery, service package, warranty, etc) Product-Specific Cross-Sell (ink -> paper - could be partner product/service) @tylergarns
  • 34. Referral Strategies You & Your Friend Get a Discount Free Product/Service If You Refer A Friend Referrals Don’t Have To Come From Customers - Use Happy Leads To Drive Traffic @tylergarns
  • 35. Your Assignment: Download the template at http://bit.ly/pcl-template Create your marketing strategy, complete with goals Get specific or they don’t count Don’t get overactive (psychotic) in tactics that don’t drive your strategy Download the Small Business Marketing Guide: http://www.infusionsoft.com/inbound @tylergarns