Agency Sales System Workshop - Pillar 2 - Recording
Pillar/Day Two - Lead Harvesting Automation & CTA Management System
The automated follow up campaign that GUARANTEES no lead will fall through the cracks! We work hard for leads and we do not want any of them to fall through the cracks. Today we are going to learn how to harvest a lead and then hand it off to an automated system. We are going to set up an entire CRM! Most importantly, today we are going to learn how to vet a lead so you can determine what type of lead has come in. After you have created you lead magnets and starting to get more and more leads in the door, you do not want to waist your time (at least not in the beginning) on "Tire Kickers". We are going to go over how to tell if a lead is a hot or not lead. Once we have determined that, we jump into the sales management system (We will be learning more about that tomorrow). Let start harvesting some leads.
we Provide the Entire framework - boilerplate email copy, automation campaign templates, mindmaps,
- Lead Harvesting Mini Intro Campaign - This campaign harvest the prospects information, delivers the requested lead magnets, notifies sales, sets KPI data, creates a deal and kicks off a 3 part email follow up sequence.
- 8 Percent Vetting Campaign - This campaign’s brilliance is the simplicity of it. The campaign simply harvests and segment the prospects who are ready to talk now. Spend time with hot prospects while the automation campaigns warm up new leads every month. The longer you use the system, the more leads it will generate!
- Monthly Template Reminder Campaign- a monthly newsletter template and content ideas on what you can put in your monthly newsletter. There is no substitute for providing consistent content for your marketing database to consume. Regardless of who you serve, the more up-to-date and relative content you can provide the more likely they are to remember your brand when the time arises for marketing. Get Engaged, it is the currency of our times! We provide you a pre-formatted newsletter template that you can simply drop your content into.
- Funny national Holiday Campaign - We COMPLETELY understand being too busy to produce and syndicate a monthly newsletter (although we strongly disagree with you if you are not taking the time to do it, or at least sending regular content to your base). We provide you with over 70+ funny national holiday emails ready to go!
- 8 campaigns Templates - We use infusionsoft for the examples we provide but this system can easily be replicated in all major cRM's.
- Once we have them in your CRM, we will customize the tags, write 3 custom emails per lead magnet (15 total emails) and set up the prospect vetting process that comes built into all campaigns. This simple vetting process adds an additional step into the prospect harvesting process that ensures you know who to spend your time on and who to leave in the automated sequences.
- The vetting process includes a vetting form and a simple quiz that captures critical data that allows you to know exactly what your prospects are interested in based upon their actions and responses. Basically, it gives you a crystal ball into
- your target audience’s mindset and possible buy signals. Once they qualify as a hot prospect we will automatically create a deal in your Sales Deals/Pipeline Management System to ensure no hot leads are ever lost.
Pillar/Day Two Continued - Call to Action Management System Setup
Now we are going to learn the Call to Action Management System. The System makes managing all of your call to actions with ease. It takes the pressure off you and gives you peace of mind that you know leads are not being forgotten.