Tag: Automation

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Tools and Tips for Automating Discovery Calls

Many small business owners like virtual assistants, business and life coaches, and others who work one-on-one with customers and clients use discovery calls to help pitch their offers and close sales. Discovery calls are a powerful way to get more customers, but it can be time-consuming if you don’t develop a process that can be automated and replicated.

HBA Funnel Builder…

  • Build a Landing Page with Your Offer – Your first step is to build a page that tells your audience about your discovery calls and what’s included, and why they should set up a call with you. You can do this with your basic website pages, or you can use landing page software like net or Instapage.com.

 

  • Set Up a Questionnaire Via Your Scheduling Software – Using scheduling software like com offers you the ability to force your lead to fill out a questionnaire in order to set up their appointment, all without you helping in person at that moment. Most people will happily fill out a short questionnaire but remember that you are trying to qualify your leads, so don’t be afraid to ask questions that make them leave the form.

 

  • Develop Transactional Emails for Your Autoresponder – Now, set up some information in your autoresponder so that once they submit the questionnaire as well as choose their time for a call, they receive automated emails giving them more information and instructions. You can use your email autoresponder for this, and it doesn’t matter which platform as long as you check to see if the other software you’re using integrates. Aweber.com works with most.

 

  • Let Your Potential Customer Choose Their Time to Call – The scheduling software allows you to put the times you’re free. In fact, you can choose different free times for different types of calls so that you know when you get a call what it’s for due to the time and date.

 

  • Get a Dedicated Phone Line for Calls – Having a dedicated line or at least a unique ring will help alert you to the call. You’ll want to set up your calls so that your customers call you instead of the other way around as it eliminates the need for you to remember anything.

 

  • Read Their Questionnaire Before the Call – You can sign into the scheduling software to read the questionnaire, or you can set up a Zap (Zapier.com) to force the system to put the questionnaire into a special Dropbox or file on Google Docs.

 

  • Set Up Follow Up Information to Go Out Automatically – Once the call is finished, you’ll want other information to go out to your lead automatically so that you can close the deal if you did not already on the call. You can use tags and triggers within your autoresponder using IFTTT.com or Zapier.com to make it happen automatically.

 

Discovery calls help you get more clients and close deals. However, due to the fact they can be time-consuming, it’s best to go in with a plan. Use the customer’s answers to the questionnaire to help guide your meeting in a way that showcases what you can do for them based on their needs.

 

Follow up as soon as possible within 24 hours after each discovery call with an offer giving them a few days to consider your offer but setting a deadline so that you can avoid overbooking yourself. This process works wonders for booking more clients for the one-to-one service provider or coach.

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Tools and Tips to Help You Automate Social Media Marketing

marketing planThis list of social media marketing automated software and tools that you can use in your small business is not complete. There are so many options today that anyone can find the right tool for themselves at the right budget. There is no reason not to use social media marketing automation because the price is very reasonable for most platforms, and the ROI is outstanding.

 

  • Hootsuite.com – Aside from all the ways you can automate social media marketing using this software, they have an exciting training program through their Hootsuite Academy, where you can learn all things marketing and even get certification. Whether you’re publishing, engaging, or monitoring, Hootsuite can help you keep it all in one place.

 

  • Loomly.com – Manage all your social media content from posts to ads in one place. Not only that, the software will give you ideas about what to post based on trending topics and related events. They also have a great way to keep track of your content assets like photos, videos, notes, links, and templates.

 

  • Activecampaigncom – This marketing and sales automation platform is fully featured and offers almost anything you need to run your small business marketing program. Their solution offers automation with email marketing, customer relationship management, sales, support, and more all in one platform.

 

  • SproutSocial.com – This platform offers features to help you with social media engagement, publishing, listening, and analytics, all from a central hub. Publishing across platforms at one shot easier is essential today, especially for the one-person business.

 

  • Sendinblue.com – This platform offers email marketing, CRM, SMS marketing, engaging chat, and more that you can personalize for your audience. You can also automate your segmenting and make your transactional emails better than ever.

 

  • Sharpspring.com – This is being billed as a revenue growth platform that offers a suite of sales and marketing tools to bring your marketing automation to a whole new level. Build on the funnel idea to help you build your list and get more leads by increasing engagement due to focusing on the entire customer lifecycle. Get chatbots, landing pages, dynamic forms, and more.

 

  • BuzzSumo.com – Every marketer needs to find, produce, and publish as much relevant content as they can for their audience. This platform helps you discover and research your audience. Use this software to find influencers to help you market your products and services.

 

  • Mention.com – An essential component of social media marketing is engagement. It can take a lot of time to find places to engage with your customers but not if you use this platform that allows you to monitor the web to find out what their audience is saying so that you can join the conversation.

 

  • Socialert.net – There is no point in using hashtags if you can’t figure out who else is using them or what is going on with them. This platform enables you to track keywords, hashtags, and your social accounts for activity, making it easier for you to engage with your audience.

 

  • Zapier.com and IFTTT.com – These two platforms allow you to create applets that perform tasks for you automatically. For example, want to create a list of new list members who purchased your book with phone numbers and dropped into your Trello account so you can call them? If you’re asking for the right info, you can use one of the applets or zaps to tell your system what to do.

 

When determining the type of automation to use, first decide what you want automated, know your budget, and then find the right tool. Anything you do on a repetitive basis is game for automation. It might seem like it’s only going to save minutes, but those minutes add up and will improve conversions as well as boost your results from social media marketing.

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3 Reasons to Automate and Outsource

As a business owner, it’s important to understand what your expertise is. If you’re spending time in areas that you lack skills or information, you may be making mistakes that you don’t even realize you’re making while sacrificing what you are good at doing.

 

When you understand the core business, you will know what you sell, who you’re selling it to, where your buyers are, and how to find them. You’ll also know how you’re going to distribute the product or serve the customer. Additionally, you know how you stand out from the competition, and you use that to your advantage by differentiating yourself in the marketplace.

 

Remove Bottlenecks

 

When you start to automate and outsource tasks in your business as you develop each process, you’ll start to notice that bottlenecks are a thing of the past. Because the truth is, in most small businesses, especially those run by people starting them from home with no business experience, the bottleneck is the business owner.

 

Sometimes lack of skill causes the roadblock. Sometimes they just lack desire or energy because everything becomes so overwhelming. But whatever the reason, if you are engaged in organizing and planning as business owners should do and focused on automating and outsourcing, ensuring that others are responsible for doing, you’re going to get more done.

 

Reduce Errors and Mistakes

 

When you work with software, fewer mistakes will happen once you set it up correctly. Even outsourcing to an expert will ensure that mistakes and errors are less likely to happen. The main reason is that you’re going to use software that is tried and tested, and you’re going to hire people who are experts.

 

The truth is, hiring experts or using automation software can reduce your errors and mistakes so much that the cost will produce an amazing return on investment. You’d probably spend a lot more time worrying over the issue than your customer service expert or the automation software will. But you’ll get superior results in the end.

Setting Boundaries: It’s Not Selfish to Go After What You Want

Spend Time on Higher Value Projects

 

This is the biggest reason of all to automate and outsource. Focus on your primary business, which is the core of your businesses’ existence. As a business owner, while you may need to do things in your business as a job, once you reach specific benchmarks, you should hand those tasks off to machines or to experts so that you can spend time on projects that produce a much higher value for yourself such as business planning and idea generation which is the key to business growth.

You live in an amazing time to be a business owner. You can find plenty of technology to implement in your automation plan and plenty of people to hire in your outsourcing plan. Figure out what you want to do, set your goals for doing it, and then follow through.

 

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Choose Your Email Marketing Technology Carefully

Once you know who your audience is, fully understand your reason for being, and know-how the products and services you recommend benefit your ideal customer, then you can work on choosing the right email marketing technology that will work for you today and into the future as your business grows.

It has been proven time and time again email marketing does work.

 

To choose the right technology, ask yourself the following questions:

 

Does the Solution Fit My Budget?

 

It’s hard to budget until you explore the various offerings regarding email autoresponder and email marketing technology. However, when you set your budget, understand that this is an investment in your business and an important one.

 

As they say, “the money is in the list,” and with a 38 to 42 dollar return for every dollar you spend, this is not a joke. Set a reasonable budget but realize that this is going to be one of your biggest income earners too.

 

What Reputation Does the Software Have with Users and Others?

 

Always check the standing of the software company before using it. Just because it exists doesn’t make it useful. It’s also best to choose a well-loved software that’s been around for a while to avoid having to deal with bugs and issues. If many people in your industry and niche use it, it’s probably a good choice.

 

What Is the Deliverability Rate Advertised?

 

The email marketing provider you choose is vital because it’s a trusted system by your customer’s email providers. If they cannot get your emails or they all go to spam folders, you won’t get very far.

 

Can I Integrate the Software with My Current Technology?

 

If you already have a website and other technology that is important for your business, can this technology be used with what you already have? It’s important to understand what it works with so that you can get the most from the solution.

 

Does the Software Allow for Audience Segmentation?

 

This criterion is something you cannot get by without. You need to be able to automatically segment your audience based on when they sign up, what they sign up for, or where they sign up for your list.

 

email marketing

 

Can I Set Up Automation Based on Subscriber Behavior?

 

In addition to segmentation based on what the customer downloaded or consumed, you should also segment your subscribers based on their behaviors. For example, did you send a survey to your email list? The people who answered should be segmented from those who didn’t.

 

Are the Terms of Service Compatible with My Business Model?

 

I realize the terms of service are probably long, but you need to know if it’s within the rules to use this software the way you intend to use it. For example, if you recommend any products you did not create via a unique coded affiliate link, some providers don’t allow it. It would suck to do all that work, build a responsive list, and then get kicked off the platform.

 

Will This Choice Grow with My Business?

 

You may not need all the features of the technology when you first get started but trust me, you’ll need many of the features later as your business grows. You want to choose the best system you can based on the ultimate goal of your business growth, not where you are now, because switching systems isn’t as easy as you may think, and you’ll lose list members in the process.

 

Can I Figure Out How to Use It?

 

The final issue is, can you figure out how to use it enough to use it now? You can hire an expert in the product to run it for you, but it’s always a good idea to understand it a little bit. The trials can help you determine if you can figure it out enough to get started.

 

Don’t be afraid to try a few low-cost or free trails but keep in mind that they can be limited until you get the full version. Using free versions for business is not recommended, no matter how long they let you do it. Invest in your business, and others will be willing to invest in you

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