How quizzes can take your business to the next level

 

 

Change the way you display custom fields

We’ve just updated the way custom fields work so that you now have a more flexible way of managing your contacts.

Originally, custom fields were just in the Fields tab.

cont_fields

However, the are some custom fields groups which you may wish to see as soon as you open the Contact.  Below, we’ve put the Quiz Info group at the top of the page.

cont_w_quiz

You can set this up, in just a few clicks.

Simply go to Admin.

admin2

Then on the left menu, click Custom Contact Fields.

Then click the box of the custom field group, in this case Quiz Info box, then edit group.

cont_cust1

Then tick the checkbox Show this group at the top of the Details page.

cont_cust2

 

LeadMachine integrates with TextMagic

TextMagic is a beautiful tool for sending out SMS messages. One of the great features of Textmagic is that you can see threaded conversations.

LeadMachine now integrates with Textmagic, and it’s super simple to set up.

This means that you can set up Flows to do things like send an SMS the day before a seminar to confirm the location.

sms

All you need to do is create an action called a webhook

Then follow the basic structure below:

https://www.textmagic.com/app/api?username=[your email]&password=[your password]&cmd=send&text=Here+Is+Test+Message&phone={{contact.primary_telephone_number.number}}&unicode=1

In this example

  • [Your email] is your email address you use to login to TextMagic
  • [Your password] is your password you use to login to TextMagic
  • Here+Is+Test+Message is simply the message with a + representing spaces
  • {{contact.primary_telephone_number.number}} is the field where you store your mobile number. (Of course you can use another phone field if you wish).

You can even insert the Contact’s firstname and any other custom fields.

For additional information, see TextMagic’s information page.

 

 

 

What happens after you make a phone call? Here’s how you can automate the process…

One of the biggest errors that businesses make is that they mistake an objection a prospect raises as a sign of disinterest. If a prospect raises an objection during a call, and the caller can’t solve the problem on the spot, many businesses will dismiss the lead as ‘dead’, and move on.

In actual fact, if a prospect goes to the trouble to tell you why there is an issue, this shows an overall interest in reaching a positive outcome. It may not be possible to solve this issue on the call. However, by educating the prospect, everything can change. This is why one of the most useful things a business can do is to identify the 3 most common objections that arise in sales calls.

Let’s assume that in a seminar business, the three most common objections for a business are:

  1. It costs too much
  2. I don’t have time to attend the seminar
  3. I can see the value, but I’m not sure that I will get a result

The next step is to review your business and to come up with ways to overcome these objections. The seminar business might come up with the following replies

  1. It costs too much
    • What is the value of the result that the attendee will achieve?
    • How much will that result be worth in 3 years time?
    • If you achieve this result, what other potential benefits and future results will stem from the original result?
  2. I don’t have time to attend the seminar
    • Will the seminar save you time?
    • If you don’t attend the seminar, how much time will be wasted?
    • We all have time. It’s not a question of time. It’s a question of priorities. Here’s how the seminar helps you with your priorities…
  3. I can see the value, but I’m not sure that I will get a result
    • Other participants have got value. Here’s what they said…
    • Authorities in the field have said the following…
    • Articles have been published in these credible publications…

Each of these bullet points need to then be converted into 1-3 discrete email messages so that after the call, the prospect is sent a series of high-value emails. These emails both help the prospect move towards the desired goal and simultaneously position your product as an indispensable tool to achieve this outcome.

LeadMachine helps you achieve this goal through the use of Task Outcomes.

You start by creating a Queue. Think of a Queue as a type of a task. For example, you might have a Queue for confirmation calls and a separate Queue for people who attend a free seminar but do not purchase.

call_queues

Each Queue has its own set of task outcomes. Task outcomes would include ‘Sale’, ‘Not interested’ and your top 3 objections.

2outcomes

Then you can use a Task Outcome to trigger a Flow.

4trigger

In this case, the Flow would be a series of email messages.

3email_flow

Here’s how you can get a response from the email messages:

  • At the end of each email, ask a question that encourages the prospect to reply to the email
  • If a prospect clicks on the link of an email, you may wish to ….
    • trigger a task to call the prospect to get feedback
    • increment the prospect’s Contact Rating and if at the end of the email series the Contact Rating is a certain score, you then trigger a task to call the prospect
  • At the end of the series of emails, irrespective of clicks, you call the prospect

The way you structure it will depend on your business.

The great thing that happens now is that when the caller completes a call, the Task Outcome will trigger the Flow that you have nominated.

5set_outcome

The caller then presses ‘Take next Task’ and moves on to the next call.

6take_next

It’s efficient, everyone gets followed up, and your business ends up with more sales.

 

You made the sale. Here’s how to make the post-sales process happen without lifting a finger…

Why a post-sales process is necessary in your business

After every sale is made, a post-sale process is necessary to ensure that your new customer feels valued, gets the most out of your product and refers other people to your company.

Some of the specific things that may useful in your business include:

  • EMAIL: Send the new customer a welcome email immediately
  • TASK: Schedule a phone call to begin the delivery process
  • NOTIFICATION EMAIL: Notify relevant people
  • TASK: Send a hand-written thank you note
  • EMAIL SERIES: A series of emails that will add value to the customer experience so that your new customer gets even more value out of your product or service.
  • TASK: Determine a reasonable time period when you will check in with your new customer to ensure that you’ve got a result
  • TASK: After you have achieved a series of great results for your new customer, you may wish to ask them for referrals

The problem with post-sales processes

So, for every customer there’s often 4 or 5 actions that need to be taken.

Are you going to do this manually for every customer?

And how are you going to keep track that it gets done? Ideally a team member would do it, but how are you going to make sure that they actually get the work done.

How to automate your post sales process

Setting up a post sales process in LeadMachine is easy.

Typically you will want to create a trigger which is ‘Deal is won’ to trigger a Post-Sales Process Flow.

The flow would then include all the actions you have in your post-sales process. So, just by marking a deal as ‘won’, all of your actions will be executed by the Flow.

Here is how the flow would look…

post_sales_process2

When you create a task, give it a due date. This means that you can go to your Task Dashboard and immediately see if anything is overdue. The person assigned to the task will get an email notification when the task is created and it will also appear in their personal dashboard. You can also create another flow to set up email notifications to be sent to you if a task is overdue.

A step-by-step process for getting people to book and show up to your events

You’ve got an event coming up. People are interested in what you do, but how do you actually get them to book into this upcoming event?

This post will focus on the structure of the campaign, and in other posts we will look at email copy that compels prospects to take action.

LeadMachine has a feature called Flows. Think of a flow as a series of actions, delays and decisions that automate a business process. To achieve our objective we have two flows:

1) The Invitation Flow – this sends a series of emails to your prospects and after every email checks to see if your prospect has booked for the event. If the prospect has booked, the prospect is removed from the flow, and then enters the Confirmation Flow.

2) The Confirmation Flow – this is a series of reminder emails sent to your prospect to ensure that your prospect attends the event that has already been booked.

Let’s go through each one of these flows in turn.

The Invitation Flow

reminder1

The first email is an invitation to your event. We then wait 7 days to see if the prospect clicks the link to register for the event. The decision looks like this:

reminder2

The decision is checking to see if the contact has the tag ‘2015-july-rsvp-yes’ which is a tag put onto the contact by the Confirmation Flow. The Confirmation Flow is triggered by clicking a link in an email in the Invitation Flow. This will be explained in detail when we discuss the Confirmation Flow.

So, if after 7 days the prospect has clicked the link, the prospect received the tag ‘2015-july-rsvp-yes’ (via the Confirmation Flow) and so the prospect satisfied the condition in the decision and therefore goes down the True path. As a result, the prospect will not receive any further emails in the Invitation Flow.

However if the prospect does NOT click the link within 7 days, the prospect will not receive the tag ‘2015-july-rsvp-yes’ so the prospect does not satisfy the condition in the decision. Therefore, the prospect goes down the False path.

reminder3

On the False path, the prospect receives Reminder1 email, which should give another angle on why to attend the event. It may just re-state what the first Invitation email sent based on the fact that many people will miss an email.

We then wait 5 days and have the same decision as just discussed. If the prospect has clicked the link, the prospect is done. But if not, the prospect then gets Reminder2 email.

reminder4

The same thing happens again, but this time a task is created to call the prospect. The task looks like this

task

Note 3 useful things here:

  • The task is attached to the contact. This means that the task will contain the contact’s information.
  • The work queue selected is Event Bookings. Work Queues are an efficient way to process through tasks. Once you complete a task, you press the ‘Next Task’ button and go straight to the next task. This is much faster than working from a list where you go to one task, complete it, go back to the list, go to the next task to complete it and so on.
  • The due date is 3 days from when the action runs. This means that a Manager can go to the Tasks section and immediately see all tasks that are overdue.

The Confirmation Flow

When the prospect clicks a link in any email in the Invitation Sequence, this is a trigger to activate the Confirmation Flow. Here is how the trigger looks on the Confirmation Flow:

trigger

The Confirmation Flow looks like this:

rsvp_yes

The confirmation flow adds the tag ‘2015-july-rsvp-yes’ so that everyone who clicks the link in an invitation email does not receive an additional invitation.

Then the prospect receives a confirmation email immediately, and a final confirmation email 2 days prior to the event.

With LeadMachine, it takes just minutes to build these flows, and once built you can visually see exactly how they unfold.

Please stop following up

Possibly the worst email subject line ever written is “Following up”. What this really means is: “I’m writing to you because I want your money.” This self-serving subject line tells your prospect that you’re more interested in your sale and less interested in adding value to the prospect’s problem.

I’m going to give you a much better email template that you can use later in this article.

When do people buy? Not when you’re ready to sell…

No matter how much you want to make a sale, the reality is that people will buy when they’re ready to buy, not when you’re ready to sell. You can fight that reality and keep sending sales-based (or follow up) emails but ultimately the reality will win and you will lose.

Worse, you won’t just lose the prospects who are reading your annoying emails.  The effect multiplies because as people delete emails without reading them or press the ‘spam’ button out of frustration, your future emails are less likely to enter the Inbox and instead will likely go to the Promotions Tab or Spam Folder.

A much better approach is to forget the sale. Yes, FORGET SELLING. Just help your prospect. Instead of thinking of it as a follow-up email, think of it as an add-value email. In this vein, a subject line with “I thought of you…” shows that you care. It shows that the recipient of your message is not just a number, but a person with real needs.  When your prospect is ready to buy, he or she will appreciate all the great things you’ve done and let you know. Imagine making sales without having to sell. That’s what happens when you take a value-based approach to your emails, instead of a sales-based approach.

To move from a sales-based approach to a value-based approach, you need to forget about closing the sale and more about how to make your marketing more valuable to the point that there isn’t a trace of selling that can be detected. You then need to come up with useful content for your prospect.

And that begins by deeply understanding your customers’ specific challenges.

How to send emails that people actually want to read

The mistake that many marketers make is that they talk in general terms. Real agents, for example, tell us they have a ‘unique opportunity’. We’ve heard this phrase so many times that it has lost its meaning. This equally applies to phrases like ‘how to get more sales’, ‘how to generate more leads’ and so on.

The solution is to move from the general to the specific. You need to move from a ‘vague idea’ like ‘I need more sales’ to a general problem like ‘I need to convert more quotes into sales’ to specific scenarios like

  • How can your customer get people interested in something other than a quote?
  • Is your customer getting any feedback on the quote, and if so, what is it?
  • What exactly is your customer putting in that quote?

specificity

When you’re communicating with your customers, you want to be talking about specific scenarios, not general problems and vague ideas.

Another way to think of it is this: Could your message apply to any person, or just the recipient you’re currently targeting? If it could apply to anyone, then you’re probably not adding much value. This is why if you are sending a message to a group of people, dynamic content is particularly important.

Ultimately, you want to get to the point that you are so specific that you give your prospects more clarity about their problem than they have ever had before. You then automatically become the solution. Your prospect is shocked that you understand the problem so well, the natural assumption is that you must have the solution. You are perceived as an authority on the subject and the sale follows easily from there.

Tools for uncovering what your prospects want to hear from you

If you’re not exactly sure how to add value for your customers, you can try send them a survey using survey software or simply send them an email:

challenges

Here’s the text to copy and paste:

[firstname]….

I want to send you the most useful content in my emails that’s possible. So, can you please reply to tell me: What is the single biggest challenge you are facing in relation to [your business]?

You could even email them to ask them to click a link to schedule a time with you with scheduling software like timetrade or schedule once.

If you have a basic idea of what your recipients’ challenges might be, you can try sending an email that says something to the effect of “I want to send you email that is most useful to you… so please select one link below so I only send you relevant content” and then offer 3 links, one for each topic. Then you send different emails to people based on the link which they have clicked.

People love locals

Another tactic you can use is timing and location. If you know of a relevant event coming up in a customer’s area, invite him to attend:

You mentioned that you were experiencing [describe challenge in detail]…. So I thought you’d like to know that we have an event in your local area in the next few weeks.

Timing matters

Use timing to your advantage. Let’s say you’re a provider of prenatal yoga services. You can send out varying emails depending on where your recipients are at in their pregnancies, so that, for example, a message you send to someone in her first trimester differs significantly from a message you send to someone in her last month.

When you have a super important prospect, use these personalization tactics

Another way to engage your customers and keep the conversation going is to send out news or updates specifically related to them. If you have important customers or want to keep tabs on news related to certain topics, you can use Google alerts to help you out.

Let’s say one of your customers is an up and coming motivational speaker. If you set up a Google alert and find out that he’s quoted in an article, you can send an email that says “I saw you mentioned on [Article Name],” which would make him feel important and increase your chances of getting a response.

Similarly, Newsle is a service that provides information on everyone on LinkedIn and Facebook every time they are mentioned in a major online publication. This gives the added bonus of creating a situation where you can contact customers to say that you saw they were mentioned. It makes them feel good that they are being noticed and means that you can respond directly to their situation.

Put it all together with this template

thought_of_you

Again, here’s the text to copy and paste:

Subject: I thought of you…

Hi [Name],

You mentioned you had an issue with [problem], and so I thought of you when I saw this….. [insert link]

Attraction Versus Pursuit

There’s a very clever Dove commercial that you’ve got to watch….

As you can see, the ad brilliantly demonstrates that with all the styling and photoshopping, amazing models don’t even look anything like themselves. Dove successfully creates an enemy – the impossible pursuit of perfect beauty. The consumer is left feeling that the only option is to pursue their natural beauty and it just so happens that Dove sells products for this very purpose.

This video educates and only when you understand the message do you realize that Dove must be the solution. Dove never needed to mention their products in the ad. There’s also no 10% discount if you buy by next Tuesday.

Similarly, your emails need to be focused on real problems that your prospects are facing. Help them solve these problems and you will find that purchasing your product is the natural outcome.