The Magic is in the Follow Up!
Systems make the Magic happen.
I love marketing. I can teach you all the amazing marketing magic in the world, but if you don't have a system for following up with your leads and actually enrolling them or closing the sale, then all of your marketing is worthless.
If you are sitting on piles of emails and contact info from people who WANT your services, then we have work to do.
Goals:
1. Get people on the phone with you.
2. Build your email list so you can continue to "drip" on your leads without being too pushy.
3. Write monthly newsletters and send to your entire list. This keeps you in front of your leads and clients, without appearing too pushy.
4. Keep it simple!
If you are sitting on piles of emails and contact info from people who WANT your services, then we have work to do.
Goals:
1. Get people on the phone with you.
2. Build your email list so you can continue to "drip" on your leads without being too pushy.
3. Write monthly newsletters and send to your entire list. This keeps you in front of your leads and clients, without appearing too pushy.
4. Keep it simple!
Follow Up from a Conference
1. Be prepared before the conference. Bring Inquiry Forms and pens, to write down contact info as you meet and talk to people. (The key is getting THEIR info, not just giving them yours.)
2. Bring Shock and Awe folders of information to hand out.
3. Have something they can purchase and bring home to "sample" who you are (I sell my book).
4. When people are expressing interest, write down as much contact info as possible on the Inquiry Form.
5. Take a picture of the form and text it to your admin back home.
6. Admin inputs their information into MailChimp and into a spreadsheet to track their status.
7. Admin emails them and invites them to book a call (use your Schedule Link that is already ready to go with your available times to talk).
8. Admin tracks on the spreadsheet when they were invited to book a call. Admin follows up 1 week later, asking them to book again (they get busy and overwhelmed at conferences. Admin should follow up every week for 4 weeks. Then back off but leave them on your MailChimp list to be dripped on.)
9. Leads that do not book a call should get your weekly or monthly emails. We call this "drip marketing." Never take them off your list, unless they unsubscribe.
10. I recommend keeping a list of physical addresses and mailing a postcard or a letter 2-3 times per year. Emails get lost and sometimes go to spam. Doing a physical mailing is more work, but worth it when they are a "warm" lead.
11. After a conference, the goal is to book a call with each person who wanted to talk to you. It may take a few emails, but don't give up!
12. The second goal after a conference is to build your list. Every person you meet goes on your MailChimp email list and you continue to drip on them forever!
2. Bring Shock and Awe folders of information to hand out.
3. Have something they can purchase and bring home to "sample" who you are (I sell my book).
4. When people are expressing interest, write down as much contact info as possible on the Inquiry Form.
5. Take a picture of the form and text it to your admin back home.
6. Admin inputs their information into MailChimp and into a spreadsheet to track their status.
7. Admin emails them and invites them to book a call (use your Schedule Link that is already ready to go with your available times to talk).
8. Admin tracks on the spreadsheet when they were invited to book a call. Admin follows up 1 week later, asking them to book again (they get busy and overwhelmed at conferences. Admin should follow up every week for 4 weeks. Then back off but leave them on your MailChimp list to be dripped on.)
9. Leads that do not book a call should get your weekly or monthly emails. We call this "drip marketing." Never take them off your list, unless they unsubscribe.
10. I recommend keeping a list of physical addresses and mailing a postcard or a letter 2-3 times per year. Emails get lost and sometimes go to spam. Doing a physical mailing is more work, but worth it when they are a "warm" lead.
11. After a conference, the goal is to book a call with each person who wanted to talk to you. It may take a few emails, but don't give up!
12. The second goal after a conference is to build your list. Every person you meet goes on your MailChimp email list and you continue to drip on them forever!
Follow Up from Facebook
1. When someone expresses interest in your services on Facebook, via a group or Messenger, you need to take fast action and give them an opportunity to schedule a call with you. First, ask for their email address (so you can have their contact info).
Then, give them your link to book a call via FB Messenger. This link is on your website, but it is not in your menu. It is a "hidden" link. It should be easy for you to remember. Mine is: https://www.neveralonebusinessservices.com/new-project-call.html
I always go to my browser and copy and paste the link to the lead. NOTE: I have a visible link on my website that is for a "get to know you" call. This link is for a "new project" because most likely, if they are reaching out on Facebook, they know who I am already.
2. Email your admin and tell them that this person is going to book a call. Admin should track if the call did indeed come through or if more nudging to schedule is needed.
3. If you already have this person's email address, have the admin also email the link, inviting them to book a call.
4. If they didn't schedule right away, have the admin email them with specific openings in your schedule that they can say yes to.
5. Admin: put their email address in your list in MailChimp.
Then, give them your link to book a call via FB Messenger. This link is on your website, but it is not in your menu. It is a "hidden" link. It should be easy for you to remember. Mine is: https://www.neveralonebusinessservices.com/new-project-call.html
I always go to my browser and copy and paste the link to the lead. NOTE: I have a visible link on my website that is for a "get to know you" call. This link is for a "new project" because most likely, if they are reaching out on Facebook, they know who I am already.
2. Email your admin and tell them that this person is going to book a call. Admin should track if the call did indeed come through or if more nudging to schedule is needed.
3. If you already have this person's email address, have the admin also email the link, inviting them to book a call.
4. If they didn't schedule right away, have the admin email them with specific openings in your schedule that they can say yes to.
5. Admin: put their email address in your list in MailChimp.
Leads from Your Website
1. When someone fills out the "Request Info" form on your website, your Admin should take FAST action. The company that responds the fastest wins.
2. Immediately call the person OR email them (depending on your industry).
3. If you called and they didn't answer, leave a voicemail. Then, email them and say: "I left you a voicemail, but I wanted to email you, as well." Then, insert a canned response (a saved email in Gmail that you've already written) that gives them information about your services and invite them to schedule a call, using the scheduling link.
4. Add them to your list on MailChimp.
5. Send them your Shock and Awe packet of information in the mail, if they gave you their address.
6. Create a reminder/alert/task to follow up with them around 3 times over the course of approx 5 weeks (give or take).
2. Immediately call the person OR email them (depending on your industry).
3. If you called and they didn't answer, leave a voicemail. Then, email them and say: "I left you a voicemail, but I wanted to email you, as well." Then, insert a canned response (a saved email in Gmail that you've already written) that gives them information about your services and invite them to schedule a call, using the scheduling link.
4. Add them to your list on MailChimp.
5. Send them your Shock and Awe packet of information in the mail, if they gave you their address.
6. Create a reminder/alert/task to follow up with them around 3 times over the course of approx 5 weeks (give or take).
Emails to use
To schedule a call:
Subject line: Let's talk!
Let's schedule a free 20 minute phone call with you to discuss how we can help you!
To pick a time that is convenient for you, please click on this link and reserve a time: https://www.neveralonebusinessservices.com/contact-us.html
You will receive an email with instructions on how to dial into the call, after you set your time zone and choose a time.
To learn a little more about what we do and how we help you out, read this page of frequently asked questions. http://www.neveralonebusinessservices.com/faq.html
Can't wait to talk!
Jen
Subject line: Let's talk!
Let's schedule a free 20 minute phone call with you to discuss how we can help you!
To pick a time that is convenient for you, please click on this link and reserve a time: https://www.neveralonebusinessservices.com/contact-us.html
You will receive an email with instructions on how to dial into the call, after you set your time zone and choose a time.
To learn a little more about what we do and how we help you out, read this page of frequently asked questions. http://www.neveralonebusinessservices.com/faq.html
Can't wait to talk!
Jen
Autoresponder that gets sent out after a call (built into Acuity):
Subject line: How was your appointment?
Just checking in!
How did your call go? Do you have any additional questions?
I'm here to help. Let me know if I can do anything for you!
Sierra Persons
Manager of Client Care
Never Alone Services
www.neveralonecoaching.com
Subject line: How was your appointment?
Just checking in!
How did your call go? Do you have any additional questions?
I'm here to help. Let me know if I can do anything for you!
Sierra Persons
Manager of Client Care
Never Alone Services
www.neveralonecoaching.com
Request for Information Email:
Email to Send from a lead, when it's been awhile:
Dear <name>,
I wanted to introduce myself! I'm Sierra Persons, the new assistant of Chris and Jen Hickle, with Never Alone Business Services.
On <date>, you had requested information about <service> and I wanted to touch base and see how I could help you get started.
Here's some information about what Never Alone Business Services Offers:
Fast Track Website Build
This option is for the busy business owner who wants results quickly.
What's Included:
20 minute website assessment call
8 web pages built
Your choice of colors and design
Complete SEO, built into your site, so Google will rank you on page 1
Mobile version included
2 proofs to edit the site for any changes needed
30 minutes of training on how to use and maintain your new website
Access to an easy-to-use portal to see website traffic information and edit your site.
Cost:
$XXX
Half due to start, other half due upon delivery.
$XX/month hosting fee
SEO Quick Boost
This option is for those who have a website that is already functional and attracting new clients, but needs more work "under the hood."
What's Included:
20 minute SEO phone call, to assess your SEO needs and concerns
"Under the hood" adjustments so search engines will easily find your website
Crucial elements implemented, so you will rank on page 1 of Google
Online assessment, to ensure that your social media hook ups are all properly installed
Cost:
$XX
Some frequently asked questions are here: http://www.neveralonebusinessservices.com/faq.html
It's really easy to get started--all you have to do is book a time to speak with Jen. I am happy to help you get that scheduled!
I took a look, and here are some times she has available next week:
<insert a few options>
Just let me know if you'd like to schedule a free 20 minute consultation and we can get started right away!
I'm here to help in any way I can!
Sierra
Dear <name>,
I wanted to introduce myself! I'm Sierra Persons, the new assistant of Chris and Jen Hickle, with Never Alone Business Services.
On <date>, you had requested information about <service> and I wanted to touch base and see how I could help you get started.
Here's some information about what Never Alone Business Services Offers:
Fast Track Website Build
This option is for the busy business owner who wants results quickly.
What's Included:
20 minute website assessment call
8 web pages built
Your choice of colors and design
Complete SEO, built into your site, so Google will rank you on page 1
Mobile version included
2 proofs to edit the site for any changes needed
30 minutes of training on how to use and maintain your new website
Access to an easy-to-use portal to see website traffic information and edit your site.
Cost:
$XXX
Half due to start, other half due upon delivery.
$XX/month hosting fee
SEO Quick Boost
This option is for those who have a website that is already functional and attracting new clients, but needs more work "under the hood."
What's Included:
20 minute SEO phone call, to assess your SEO needs and concerns
"Under the hood" adjustments so search engines will easily find your website
Crucial elements implemented, so you will rank on page 1 of Google
Online assessment, to ensure that your social media hook ups are all properly installed
Cost:
$XX
Some frequently asked questions are here: http://www.neveralonebusinessservices.com/faq.html
It's really easy to get started--all you have to do is book a time to speak with Jen. I am happy to help you get that scheduled!
I took a look, and here are some times she has available next week:
<insert a few options>
Just let me know if you'd like to schedule a free 20 minute consultation and we can get started right away!
I'm here to help in any way I can!
Sierra
Follow Up Email to Send when it's been awhile:
Hi (name),
Just checking in to see how you’re doing!
I’ve been thinking about you and your situation recently and I remember that you expressed some interest in <xxxxxxxx>. Where are you in that process?
Maybe it would make sense to chat on the phone for a few minutes to see if we can get you moving forward a little faster and more efficiently. Jen has some time to talk a little later this week. Should we set something up?
Sierra
P.S. If it’s not the right time, that’s absolutely fine. No rush on our end…we are here when you need us.
Hi (name),
Just checking in to see how you’re doing!
I’ve been thinking about you and your situation recently and I remember that you expressed some interest in <xxxxxxxx>. Where are you in that process?
Maybe it would make sense to chat on the phone for a few minutes to see if we can get you moving forward a little faster and more efficiently. Jen has some time to talk a little later this week. Should we set something up?
Sierra
P.S. If it’s not the right time, that’s absolutely fine. No rush on our end…we are here when you need us.
TOOLS you need for Follow Up
1. Acuity Scheduling
2. MailChimp
3. Canned responses
4. Website- hidden forms
5. Xcel or Google Docs
6. Inquiry Form (paper)
7. Shock and Awe folder and information
8. Evernote (optional)
2. MailChimp
3. Canned responses
4. Website- hidden forms
5. Xcel or Google Docs
6. Inquiry Form (paper)
7. Shock and Awe folder and information
8. Evernote (optional)
Inquiry Pad
| inquiry_pad.docx |
Follow Up Checklist
| info_request_process.pdf |