Done For You

Franchising Success: Insights from Drip Bar CEO Ben Crosbie

Episode Summary:
In this insightful episode of Jason Drone's podcast, listeners are introduced to the fascinating world of franchising through the lens of Ben Crosbie, CEO of The Drip Bar, and Zor 411. Jason and Ben dive deep into the intricacies of franchise development, sharing valuable stories and strategies that have driven success in creating and scaling franchise systems. Whether you're a business owner considering franchising or an investor exploring opportunities, this episode offers invaluable guidance.
Throughout the discussion, Ben Crosbie outlines the critical factors he looks for in a potential franchise opportunity, such as proof of concept, the existing industry landscape, and unit-level economics. Using The Drip Bar as a case study, Ben highlights how a fragmented industry can be transformed into a cohesive and profitable franchise. Furthermore, the podcast touches upon the importance of loving the business you're franchising, the role of franchisees, and the operational nuances involved. Ben also shares his experiences with franchises like BrakeSquad, emphasizing the varying models and growth strategies necessary for different markets.
Key Takeaways:
Franchise Development Stages: Ben outlines essential steps, from understanding the business economics to legal document creation.
Choosing the Right Business: Criteria for selecting businesses with the potential to become successful franchises.
Franchisee Profiles: Having franchisees who understand and are passionate about the business is essential.
Operational Scalability: Differences between day-to-day operation and investment-based franchise models.
Industry Roll-Up: How professionalizing and scaling a fragmented industry can lead to significant growth and profitability.
Notable Quotes:
"I like looking at opportunities that have one, maybe two locations, proof of concept, and have been around for a little bit, maybe one, two, three years." - Ben Crosbie
"We built all of the infrastructure for your corporate practice of medicine nationally, your medical malpractice coverage, not only at the brick and mortar store but if you choose to do mobile at locations, medical malpractice is covered as well." - Ben Crosbie
"We can come in as The Drip Bar, professionalize it and scale it. We brought that from one location in Warwick, Rhode Island." - Ben Crosbie
"A good franchisee is going to appreciate and have love for the business. Our strongest franchisees understand the business and how we're growing it." - Ben Crosbie
"Our theory more recently has been to really professionalize an entire industry, increase the revenue per location and square foot, to overall increase the profitability and enhance the member experience." - Ben Crosbie
Resources:
The Drip Bar
Done For You - Jason Drone's company offers growth assistance for businesses.
Listen to the full episode to delve deeper into Ben Crosbie's insights and explore the inspiring journey of The Drip Bar and Zor 411. Stay tuned for more enriching content from our podcast series!

4 Essential Tools for Capturing and Analyzing Customer Data

Episode Summary:
In this episode, digital marketing guru Jason Drohn dives deep into customer analytics and discusses four essential tools to help you understand and capitalize on your website's traffic. He thoroughly explores each tool, ranging from beginner-friendly options to advanced professional-grade software, offering valuable insights into how to turn prospects into loyal customers.
Jason starts by addressing the importance of tracking website traffic and understanding where visitors come from. He emphasizes using Google Analytics, a free and powerful tool for any website owner. He explains how to set it up and utilize its various features to break down website visitors' demographic and behavioral data. Jason notes, "Every single website should be using Google Analytics."
Moving into more advanced territory, Jason explores tools like Wicked Reports and Supermetrics, which help tie different analytics elements together, including CRM and shopping cart data. He highlights how UTM variables are crucial in tracking customer journeys, from ad clicks to conversions. Jason mentions, "The best way to understand what makes a prospect a customer is to use an analytics package that ties different elements together."
Key Takeaways:
Google Analytics: Essential for every website, providing detailed insights into traffic sources, audience demographics, and user behavior.
UTM Variables: Crucial for tracking the effectiveness of marketing campaigns and understanding customer journeys.
Wicked Reports: Advanced analytics software integrating multiple data sources for comprehensive customer analytics.
Supermetrics and Report Garden: Tools for creating detailed, visually appealing reports that help track advertising performance.
Importance of Customer Analytics: Jason stresses understanding what turns a prospect into a customer to drive more sales.
Notable Quotes:
"Every single website should be using Google Analytics." - Jason Drohn
"What turns a web visitor into a customer? And the best way to understand that is to use a software package that ties a couple of different elements together." - Jason Drohn
"UTM variables are essential for tracking where your website traffic is coming from and understanding the performance of different marketing campaigns." - Jason Drohn
"Wicked Reports ties together Facebook ads, Google Analytics, your CRM, and shopping cart tools to give a complete view of your customer data." - Jason Drohn
"For a dashboard and reporting standpoint, Report Garden looks well for that." - Jason Drohn
Resources:
doneforyou.com
Google Analytics
Wicked Reports
Supermetrics
Report Garden
Tune in to the full episode for an in-depth look at these powerful tools and how they can transform your understanding of customer analytics. Stay connected for more insightful content to boost your business strategies!

How to Use Chatbots for Business: A Quick Guide

Episode Summary:
In this insightful episode, Jason Drohn delves into the world of chatbots, highlighting their importance in modern digital marketing. He tests a new Lavalier mic setup while sharing his expertise on how chatbots can revolutionize customer interaction and support processes. A key focus is on Facebook Messenger chatbots and how businesses can harness them to improve engagement and drive sales.
Jason explains the different types of chatbots, from standalone conversational bots to those integrated with artificial intelligence. He draws comparisons between chatbots and email marketing, emphasizing the instant gratification and real-time interaction that chatbots provide. The episode also touches on the best practices for implementing chatbots, from setting clear goals to integrating them with CRM systems for seamless customer data management. Jason highlights two leading chatbot platforms: Chatfuel and ManyChat, detailing how they can be used to build effective messenger chatbots.
Key Takeaways:
Types of Chatbots: Learn about standalone and AI-integrated chatbots and their specific applications in business.
Chatbots vs. Email Marketing: Understand the differences in engagement and response time between chatbots and traditional email marketing.
Implementation Best Practices: Discover the best practices for setting up chatbots, including goal setting and CRM integration.
Popular Chatbot Platforms: Explore the features and advantages of Chatfuel and ManyChat for creating Facebook Messenger chatbots.
Real-World Applications: Insights into how businesses can use chatbots for customer service, sales inquiries, and managing FAQs.
Notable Quotes:
"Chatbots live in a lot of different realms. You can have a standalone chatbot or standalone conversational messaging..."
"A chatbot is an instant gratification platform. We're going to see a lot more of them..."
"At the very least, what you can do is you can define the question, add a couple of answers, and you can also set up them to go out like autoresponders."
"The fastest support you're going to get is through their chatbot, because nobody else is using it. But more and more people are..."
"When someone enters their email address, it gets piped into a CRM. So, you can be building your email list at the same time."
Resources:
DoneForYou.com: Jason Drohn's company specializing in automated marketing systems.
Chatbot Platforms:
Chatfuel: A leading platform for building Facebook Messenger chatbots.
ManyChat: The industry leader in Facebook Messenger bots.
Drift: A conversational marketing platform with chat functionalities.
For more detailed strategies and examples, listen to the full episode. Stay tuned for more enlightening content from our podcast series, where Jason continues to share his wealth of knowledge on digital marketing.

Quick Setup To Get More Conversions From Facebook Retargeting Ads

It just becomes a discipline in knowing where people are going on your website, what they’re doing once they get there, and then just making sure that people are seeing the right ad and the ad is sending them to the place that you want to send them to. So that’s probably the primary sticking point of setting up Facebook retargeting ads, are you just really have to realize and understand where somebody is going.
This entire week we’ve been talking about retargeting. Monday we kind of set up the reasons why retargeting works. Tuesday we talked about pixel data. Yesterday we talked about banners and we kind of rehashed pixel data and audiences. And today we’re going to talk about Facebook. So Facebook, there’s a couple of different ways to set up Facebook retargeting. We’re going to talk about setting it up natively, inside the Facebook platform, but if you were on yesterday’s call, then you know that AdRoll also lets you set up retargeting. For those of you who don’t know who I am, my name is Jason Drohn, creator of DoneForYou.com. We specialize in three things, creating offers, building sales funnels, and sending out marketing automation traffic.
Today we are going to talk about that third thing, which is basically re-engaging people who have already been to your website, who have watched a little bit of a video, or maybe a lot a bit of a video. Maybe they signed up for a webinar, watched a video on Facebook with a live stream for 10 seconds, or 15 seconds, or 25%, and we’re trying to reengage them back into your website, or sales video, or a sales page, or an order form, or an add to cart or whatever. That’s all the stuff that retargeting is really good for. By and large, though, retargeting is really, really great in terms of reengaging and generating some crazy return on ad spend and return on investment when you are looking at all of the different types of ads that you can run.
Using Pixel Data
One of the things that we always talk about early on is using your pixel data, using your buyers, using your people who have already been to your audience or already been to your website. They’ve already watched some videos. They already know who you are. Then very simply showing them the ad to then send them to your next product, or your next service, or whatever. Those people are uniquely positioned to buy faster and to buy a lot more.
Now, today we’re going to dig into Facebook. There are basically two different things that we’re going to need to talk about.
a quick way of generating some nice Facebook banner ads
about audiences who are the people who see your ads
We have a post here that walks through. This is the second Facebook retargeting ads campaign presentation we’ve done. I’m just going to drop it here. You can check out the old video if you’d like, and then the new video is up at the top of the presentation. If you want to subscribe to our show, just hit the subscribe button.
Two Elements of Facebook Retargeting Ads
1. Audience
The first thing you need is needing audiences. Yesterday we set up audiences inside Facebook, and an audience setup is really as simple as this. You create an audience, and you can create the custom audience, you can create a Lookalike or Special Ad Audience. We’re going to go into the custom audience.
You have lots of choices here. Now your website audience is going to be anybody and anything website related. If they were on a specific page if they were in on an order form if they were on your homepage, or a sales page, or a blog page, or a content page, or whatever, so basically anything that is website related. Then you have your customer list. This is data related. You have a prospect list of 10,000 prospects, a buyers list of 5,000 buyers.
Basically, you can upload them right to Facebook, and Facebook is going to match 60% of those people, maybe a little better now, but they’re going to match as many of those email addresses as it possibly can to user records on Facebook. Then it’s going to show your ad directly to them. That’s Facebook retargeting ads. Then we have an app activity in which you can create an audience of people who have launched your app or your game inside Facebook. And then we have offline activity. These two, you don’t see a whole lot, not in our world.
2. Facebook Sources
We have some other Facebook sources. We use videos all the time. If somebody watches 10 seconds or more of a video, or 25% of a video, all the way up to 100% of a video, you can put them in a special campaign. We have an Instagram account and we can create an audience of people who visited or liked an Instagram page, lead forms, events, Facebook pages, shopping, and Marketplace listings. The three that we use most often a website, customer list, videos. Well for our influencers, we always do the Instagram account stuff too. Lead forms for our service-based companies for the most part, like somebody who wants instant leads for then callbacks. You can think of cash for house kind of real estate professionals, any financial planning, legal, all of that stuff we do with a lot of lead forms with the events, in some experiments.
Facebook page, we do a little bit of here and there for somebody who has a lot of similarities to the Instagram account, the influencers. If you have a lot of data on your Facebook page, then we will use that, but by and large, website, customer list, video. If you’re setting up a website audience, what you do is you hit the website. How you create this thing is we end up going into grabbing the pixel, and then all website visitors who have visited some page in the last 30 days. We are going to just customize this a little bit.  People who visited specific webpages and the URL has to contain, let’s say the word funnel. What this does is it lets you build some audiences on the words in the URL. And of course, the words in the URL have to do with the subject titles.
Setting Up Facebook Ads
Group Audience According to Engagement
You can basically put together buckets of people who just are on your website for funnels, or just ad management, or just woodworking projects, or just supplements, or whatever. So you can create silos of people doing something like this. Then we want to name the audience, and usually, I just have a denotation. Sometimes it’s like cold, warm, hot. What I’ve been doing lately is X1, X2, X3. They’re the levels of engagement. X1 is gold, X2 is warm, X3 is hot. We’re just going to say the X1 website. This is going to be a funnel of visitors.
We’re going to create that audience. It’s going to ask us if we want to create a Lookalike Audience or create an ad. We don’t want to do either at this point. We could. Then we have our audience up above and it’s populating. So it’s not available yet, but we can add it to an ad if we want.
Creating Ad Banners on Canva
What we’re going to do is we’re going to go over to Canva and we’re going to create an ad. And I actually created one yesterday. Is this the one I created yesterday? Yeah, automated profits. Let me just check and see what the size. 1200 x 628. So we’re going to download this guy because this is a Facebook level ad, it’s Facebook size. So we’re going to download this, and we can do all kinds of things. Like if you wanted to do some split tests, we can drop some different photos in the back.
We can drop some different photos. We want it to be the background. Then we can make this a little bit gradient. We can move this whole thing over, and maybe make this bigger. All right. So then I’m probably going to want to clean this up a little bit, so there. And then we’re going to move that over. And there we go. Not that that’s a great ad, but automated profits, click here to register.
Creating New Campaign using Ads Manager
Now we have a couple of different ads that we’re going to split test. All right. It looks like we got two. Our audiences are created, our ads are created, and what we’re going to do is we’re going to go over into Ad Manager here. We’re going to create a new campaign. All right, so Ads Manager. There we go. Now we’re going to just create, and so we’re going to load the creation process. Now, this is an image-based ad. It’s going to be facebook retargeting ads.
1. Create Campaign as a Traffic Ad
The first thing we’re going to do is we’re going to set it up as a traffic ad. We can do engagement, we can do conversions, but traffic is always good to start with. Then we want to name the campaign. This is a retargeted ad. I’m going to call it an X3. The upper level of Facebook retargeting ads. This is going to be a funnel retargeted ad dynamically. We’re just going to set it up as dynamic because we have two images on there.
We have an ad set. This is going to be X3 – 45 to 64 males. Then the ad is just going to be X3 dynamic. But we’re setting this ad up from scratch. We’re going to hit continue.
2. Widget
Now we’re in our little creation screen or creation widget. This is our campaign name. The campaign looks okay. We’re going to do a campaign budget optimization. Then this is an auction, this is a traffic campaign. That’s all good.
3. Ad set
We’re going to set up the ad set. Because this is a Facebook retargeting ads campaign, it gets really, really simple. We’re going to add dynamic creativity here too, but because this is a retargeted campaign, there’s only one audience that we need to target, and that’s that X1 funnel visitor. That’s the funnel visitor that we just set up. Our potential reach is unavailable at the moment because it hasn’t got done calculating.
We’re going to take off the United States. It can be anywhere around the world, as long as they’ve been to a page on DoneForYou that has the word funnel in the URL. Then the age group, we kind of already defined it up top, but it’s going to be 45 to 64. 45 to 64, all genders, all demographics. Languages, I usually just have English. And show more options, you can get into these, but this is retargeted ads, so it’s going to be automatic placements.
These people already know who you are, so if it shows up on their mobile, it shows up in a video, it shows up on whatever, it’s fine, on an audience network, it’s fine. Then we’re going to click next. Here we’re going to set up the app. It goes campaign, then ad set, the ad, and here we’re going to scroll down.
4. Ad Images
We’re going to select the two images that we just grabbed from Canva there. We’re going to hit downloads. These are the two images that we just created. These are the ones we just pulled down, and neither one of them are particularly great, but they serve a purpose, which is just setting this thing up. Then optimize creativity for each person. That’s fine.
We’re just going to fill in the primary text. We’re going to fill in the headline. The headline shows up. Let’s see, we need to set the destination links. The headline is going to click here for more, the description is to learn more about sales funnels. This is not the best ad, I’m just merely showing you how to set one of these up in the system. HTTPS, doneforyou.com. All right, so there’s our ad. Then we have doneforyou.com. Click for more, that button, whatever. Facebook pixel. Then we can add some URL parameters here so we can track them from a UTM standpoint.
That’s it. In this particular ad, we can show some different primary text up top. We can add some different options, and that’s the dynamic part. Facebook is going to serve multiple images, multiple primary texts, multiple headlines, multiple descriptions.
It finds the best set of them, and then it basically reports back to you. Not reports, you have to go find it, but it’ll show you what combination of ads works the best. Then you can really drill down on those, and then pull out the non-performers, and then add more in. It’s super, super nice. Facebook rewards you for doing this by giving you cheaper clicks, cheaper leads, and all of that stuff, which we were really, really hesitant to do it this way at first because it’s like Facebook is controlling the split test, so we’re kind of worried that some of the data would get lost, we couldn’t actually see the winners, but it ended up working out really well.
The dynamic creativity is how we roll out a lot of stuff now.
Under the primary text, we can add a couple of different scenarios. What would another one be? I’m not real good at writing copy on the fly. Talking through it, obviously sitting down thinking about the copy, I can get it, but writing while I’m talking doesn’t work a whole lot.
Writing a copy for a new funnel. Let us give you some ideas. All right, there you go. When you preview this, so if we view more variations, then we can see that we basically have two levels of texts. We have two different things. So we go here, and then our second variation is this, writing copy for a new funnel. Let us give you some ideas. Then we have two images. One image is that, and then the next image is that, and Facebook is going to rotate this on-demand. Then we only have one headline, one description, one call to action.
If you scroll through these, you see all the different formats that this ad is going to show up under, Facebook in-stream video mobile. So this is just a mobile ad. This guy, to deliver the Facebook and stream video change the media for this placement to a video. So not all of these are viewable through this little preview tool, but you get a pretty good idea of how it all works. And then you just hit publish.
I’m not going to publish it. It’s just going to be a draft. I just wanted to set up the scenario for you. But by and large, you’re going to be able to set up some really, really great retargeted campaigns using Canva to design your banners, and thinking about your audiences. And that’s really the hardest part is just coming up with how the audience is going to be structured, what you need to do to ascend a prospect from one level to the next. So from somebody who just learns about you, just becomes aware of you all the way to somebody warm, they’re engaged, they’re interested, and then ultimately to somebody is turned into a buyer, who is a buyer. That ascension is where retargeted really comes into play.
With the Facebook setup strategies that I just showed you, you should be able to set them up pretty quickly.
For Questions and Guide
If you have any questions at all, if you would like some help, you would like to go through an action plan call where we look at your funnel, we look at your ads, look at your traffic sources, all that other stuff, go to doneforyou.com/start, set up a call with my team and me, and fill out the little form, which is going to tell us about your business so that we can do a little bit of research before we get on the phone with you.  That way when it comes time for the call, we already know what you’re doing.
Video Transcript: GSDdaily Episode 33
Hey, What’s up? This is Jason Drohn. Welcome to today’s GSD Daily. Today we’re going to talk about Facebook retargeting ads and I just got off the phone talking about Facebook ads. It’s been a little weird, but whatever. Today we’re going to be setting up a retargeted ad for one of our little mini-courses, one of our little offers. The biggest part of setting up a retargeted ad is just knowing how to sequence your pages. So if you can sequence your pages correctly, then really the hard work is for the most part done. Because people … how Facebook retargeting ads work is if they go to this page and they leave, then they see this offer, they see this ad.
Where somebody is going and what they’re doing after they leave, it’s the biggest thing. So the ad that we’re going to be setting up, so I’m just going to split this out into its tab so that I can share it with you. All right, so I’m going to stop sharing the screen there and we’re going to share the browser window.
All right. So, we’re going to go back to Canva. There’s a lot of different ways that you can create the Facebook retargeting ads, but we’re going to go back to Canva and look at the ad that I set up this morning that we’re going to be using as the ad for this retargeted offer. So yesterday we talked about setting up a cold traffic ad to an advertorial or to a video, which is great. And the cold traffic ad welcomes people into our world.
It’s people who don’t know us, they’ve never heard of us, maybe they’ve seen us, but they haven’t been on the website in the last 30 days. So once they come into our world through our cold traffic ad, then what we do is we show them a different ad. Now in this case, in the case that I’m setting up, basically what we’re doing is everybody who opted into our list but did not purchase the offer that showed up for them after they opted in, are going to see this ad.
Now, this offer is called, “Funnel Flow Made Simple.” So we’re going to go to Done For You and I’m just going to show you the page real quick that we’re going to be Facebook retargeting ads. So we can’t necessarily retarget directly to that same confirmation page because, in the sales [inaudible 00:03:47], you opt-in for the report, and then the next video says, “Thanks for downloading the report, blah blah blah. You’re going to learn such and such.” And then you transition into the next offer. With this though, what we’re doing is we’re going to go to products and funnel flow made simple. Same page layout, same type of page, slightly different video. So the video has that first 20 seconds lobbed off … or the first minute or so lobbed off. And basically, the front side of it is lobbed off.
So this is the sales page that somebody can go in and click through to buy the offer. Now, this page is going to be the website that we’re sending traffic to, and this “Funnel Flow Made Simple” is going to be the ad that we’re using on Facebook to send traffic here. And the ad is going to be showing up for everybody who was on our website but did not buy it. Does that make sense so far? Over in the chatbox, comment box. Just let me know. All right, cool. So it looks like it is good. Cool. So what we’re going to do is we’re going to log into the Facebook ad manager, and I’m just going to do that here. And then we’re going to go through and set this campaign up. Life, pretty exciting, right? I know, I think so at least.
For anybody who’s getting website traffic, Facebook retargeting ads are probably the best and easiest way of reclaiming some of those people and dipping your toe in the paid traffic world. Dipping your toe in digital advertising and paid advertising without necessarily going crazy for it. Do you know what I mean? Because if you’re just very simply … anybody who’s been to your website, if you’re just showing them Facebook retargeting ads for the thing they didn’t buy, but they’re already aware of, there’s a pretty good chance that they’re going to come back around and buy something. That’s just the fact of the matter.
Here I’m going to go ahead and download this ad. I don’t know if I downloaded it to this machine, so I’m just going to go ahead and download this guy. So we’re going to download it as a PNG. Yeah, it’s kind of ugly. I’m not going to lie, the ad’s kind of ugly, but it works out pretty well. So then we’re going to go, I’m going to switch the view here to look at the ad manager.
All right, so … now, for the most part, I use a different browser. I use Firefox a lot of times, just to do the ad manager stuff. Just because at the end of the day it’s just one browser that I can log into and I don’t have to get too sidetracked in the rest of the Facebook world, looking at newsfeeds and scrolling through stuff and all that other stuff. All right. Now, my browser is locked up for a minute. All right.
I was in the middle of showing my ad manager, we could get this retargeted ad set up here. Logging into the ad manager. I should be able to see it in a minute. What we’re going to be doing is we’re setting up this retargeted ad from scratch. Now we’re going to go into the “Create” button. I’m going to hit the “Create” button. If you remember yesterday we set up all kinds of different audiences and stuff. What we’re going to be doing is here we’re going to be doing a retargeted ad. Yesterday we named that these things cold, warm, or hot. We’re going to do the same thing. This is going to be a warm ad, and then we have … Let’s see. This is going to be, “A Funnel Flow Made Simple.” Funnel Flow Made Simple Course promo.
The buying type is going to be an auction. The campaign objective at first is going to be traffic. Like yesterday, we set it up so that the campaign objective was conversion … or was traffic to get started. And then once you have enough conversions, typically 50 conversions in a week, you can switch it to a conversion campaign and Facebook will only charge you for conversions. We went through that yesterday. But so our campaign objective is traffic. The daily budget is fine. The ad set name, we’re going to do “Retargeted website traffic.” And then the campaign ad is going to be “Ad.” So this is going to be just an image ad, version 1.1. So then what we’re going to do is we’re going to save it to draft.
The ad set up process is very, very similar to what it is for cold traffic or the same thing. It’s the same thing as what you’re used to there. Now underneath the setup, we’re going to go traffic and the buying type is going to be an auction, it’s going to be a traffic campaign. Once we get some data, then it’s going to flip to a conversion campaign. We’re going to go into the retargeted ad set, the RT ad set. We’re going to use dynamic creative for this guy. We set up our ad with dynamic creativity. We’re going to do the same thing today. Then this is where the retargeted ad is different than the cold traffic ad. This is the only difference in setting up the two different ad types, which is who the ad gets shown to.
In this scenario, we’re setting up the warm traffic ad. What we’re going to do is we are going to target our warm people. Yesterday I showed you how I set up audiences with basically cold, warm, or hot. So warm is our funnel factor leads. These are people who downloaded the report but did not buy it. So those are the only people to who we could be showing this ad. Now this course, this Funnel Flow Made Simple, is made to everybody who downloads this report. So they already know of this offer. We could add our video views here, we could add our website traffic for the last 30 days. I think I’m going to do that. So website traffic for the last 30 days.
Now this potential reach, they don’t give me a potential reach. So they’re not going to tell me how many people have been to the website or how many people downloaded. But I know the numbers. So they don’t give you the potential reach unless it’s an astronomically big number, anymore, for the most part. So these are the two audiences that we’re going to be serving Facebook retargeting ads to. The age group we’re going to keep pretty open. So 18 to 65 plus. What this does is it lets us not … if somebody comes to the website and they fall outside of our demographic characteristics, so they come to the website and they don’t like, let’s say, [inaudible 00:13:22]. Well, that doesn’t mean they’re not going to see this ad.
If they were on the website from search engines, then we understand that they are probably into what we’re talking about because they came from a search engine. So 18 to 65 usually. Sometimes we can go up to 25 or 30 if we want. It doesn’t matter. Then we have gender, most of our buyers end up being men. Although we’re going to end up having both males and females there and we’re not going to add any more detailed targeting. This is a retargeted audience. So these people are qualified because they were on the website, they opted in for something, they watched an entire video, whatever. And then that’s it. So the big thing, the big difference is we’re targeting people we know. People who know us, I should say. Automatic placements are fine, and then we’re going to go to the ad itself.
In setting up the retargeted ad, a lot of times with Facebook retargeting ads we do images at first, we don’t necessarily always do a video to set everything up. Images will work just fine. The identity is just a Facebook page, it’s going to be a single image or video. This is dynamic creative, it’s going to let us do a couple of additional things in the things that we’re going to upload. The banner ad that we just created in Canva at the beginning of this video. We’re going to grab downloaded items, Funnel Flow Made Simple. It’s uploading that into our mix here. We’re going to select it and then we’re going to continue. Now we have Funnel Flow Made Simple. We have the image. Let me scroll down a little bit farther. The primary text is the bit that goes above the image or the video.
So we have primary text. “Don’t miss out on the Funnel Flow Made Simple Course.” We’re going to add a different headline or a different text variation here. So this is going to be, “Funnel Flow Made Simple for only $4.95” and then we can continue adding different headlines there. And then the headline is what’s going to show up underneath the ad. So we’re going to say, “Funnel Flow Made Simple.” Then we’re going to say, “Save 90% today.” All right. So, “Click the button to learn more about the course.” And then we have our sales page. The sales page is … I’m just going over and grabbing the sales page link. Here we go. So … and [inaudible 00:17:10]. And the man missed it. There we go. Copy link location. Then we’re going to drop this guy in. It’s going to clear this error and show us something.
All right, so the Facebook retargeting ads would say something like, “Don’t miss out on the Funnel Flow Made Simple Course” and we can add different primary text headlines. We can add some headlines here. What does dynamic targeting, what it’s going to do is it’s going to split test these images and videos and texts and headlines for us. It’s a black box, we don’t know what’s going to win. And actually, I was just talking to a friend and we were discussing whether or not it’s because it knew what it was doing or because it was Facebook’s way of you doing what Facebook wants you to do. So it’s a little bit up in the air as far as which way that is going. But all in all the dynamic campaigns work pretty well. To display the link, we’re going to leave it there.
We can do a different one, sign up, book now. Yeah. Learning more is going to be the best one there. And then we’re just going to hit publish. I don’t think we have any errors. I think we cleared our errors. Yep. Cleared our errors. So we’re going to hit publish. Now, this ad is only going to show up to our retargeted audience. The people who have been to the website, the people who have downloaded a lead magnet, and then it’s going to send them directly to the sales page. And then so once they come back to the sales page, this funnel flow made simple sales course here, then they’re going to kick over into the order form. So order form, funnel flow made simple, there’s an upsell for access after this. And then there’s an upsell for some other stuff.
But this is one of our channels. We’ll add some additional retargeted offers for some of our other lower-end things like this convert book. There’s the create book, there’s some other lower-end stuff that we’re going to end up getting into. But all in all, that’s how you set it up. Now, earlier when I talked about setting up URL based things, so when you’re setting up your Facebook retargeting ads, you want to know where people are going. One of the ways to preclude who goes where is if we go to audiences, we’re going to set up an ad for everybody who hits our order form.
So we’re going to go to Funnel Flow Made Simple and we’re going to go to the order form. And so this is the order form for this funnel flow made simple course. Now to do shopping cart abandonment … so what we want to do is we want to see how many people clicked the ad and then how many people went to the sales page and then out of those people, who clicked over to the order form. The people who bought, it’s easy to figure them out because we have their email address.
They bought something, they hit a confirmation page or an order fulfillment page. But the shopping cart abandonment is an interesting thing because they’d hit this page and then they leave. So yes, we can trigger some emails and I’ll show you how to do that at some point. To do URL based marketing automation with email. But with Facebook retargeting ads what you do is you go into the audiences here and I’m going to create a new audience. And the new audience is going to be a custom audience that’s going to be websites. But rather than then show the entire website, everybody who comes to the website like this campaign. So this campaign down here is all the website traffic in the past 30 days, well we don’t care about all the website traffic. We just want to see how many people hit that order form.
And then so that we can show them an ad that says, “Hey, come back. Come back and buy something.” So we’re going to target people who visited specific web pages in the last 30 days. And 30 days is probably a little bit longer. That should probably be closer to 10 days. Think about yourself. When you buy something, typically you buy it … or let’s put it this way when you don’t buy something, you’re thinking about buying something. You usually pull the trigger on that thing within a couple of days or a week. You get hot on something and then you’re like, “Well, I’m going to buy it or I’m not going to buy it.” But after a week or after 10 days or whatever, your interest dies down.
So that’s one of those things. We don’t want to target the people whose interests may be dying down. What we want to do is we want to target the people who keep coming back to that checkout page or they keep coming to our thing again and again. So what we’re going to do, anybody who has visited our order form in the last 10 days and the URL is … so here’s another little secret Ninja strategy. So it doesn’t have to be the entire URL. It can be … it contains. If this URL contains any of these words, so in this case, it is /activation/systematic sales boot camp. What we’re going to do is we’re just going to paste this in and what that lets me do it now I can split test order forms without having to recreate pages or recreate the pixel information.
I can have systematic sales Bootcamp-V1 or systematic sales Bootcamp-V2. And this pixel is going to track it all because it’s contains a systematic sales boot camp, no hyphen. Does that make sense? Okay. It’s just one of those things. You run enough of these things and you’re like, “Well how can I make it easy the next time.” and when you’re split-testing a lot of pages, you either have to go in here and just go, “Boom, boom, boom.” And just add and come back and remember to edit it. Or you can just do contains at first and then just adopt a naming convention for the shopping cart abandonment. And then after that, it’s easy because this one pixel is automatically tracking everything and then you’re serving Facebook retargeting ads up to the people who hit the order form and they’re good.
Now, so you can continue dropping in. You can continue adding variables. So if they go to the sales page and then also to the order form, they get put into this audience. The order form is fine though. Then you just want to name it. So this is going to be … I would say this is a warm to hot person. So we’re going to say, “Warm Funnel Flow Made Simple.” Add to cart, ATC. And then we just hit create an audience. So what Facebook is doing now is it’s going back to creating the audience, looking at all of the data it has, and says, “Okay, how many people hit this order form?” Then let’s serve up some Facebook retargeting ads to those people. What we want to do is they become a very warm audience.
We can then create look like audiences based on this warm audience of people who hit the order form before we get enough data to create a lookalike audience of buyers. It’s just one of those things when you’re looking at audiences, you want to ascend your audiences. You want to start with, “All right, who are my cold traffic people? Who are people who raised their hand and said, ‘I want more information from you.’ Who watched the video?” The more and more action that they take, then that’s who you want to establish your lookalike audience from. Because every single time, every single step up that ladder, it becomes a more and more qualified person that you can then retarget and run through your conversion campaigns. So that my friends are how to set up a retargeted ad.
Not that bad. I mean Facebook retargeting ads are pretty easy to dial in. So it’s good. Any questions? So many questions over in the … all right questions? Perfect. All right, so let’s see where else we want to go. Talk about some retargeted traffic. We went through some dynamic sequencing in there. We talked about some shopping cart abandonment. I think we’re about good for today’s session. Tomorrow we’re going to do … we’re going to have a guest on and we’re going to talk about some optimization. So we’re going to talk about how do you take a campaign that is doing well and turning it into something that is doing even better. So that is going to be a lot of fun. Her name is Jennifer. She’s a new friend.
For Questions and Guide
We’re going to do optimization and I was thinking we do something data-driven. We look at some stats and how to figure out how you know if somebody is buying or not buying or opting in or not opting in based on age and demographics and stuff. This way you can optimize your campaigns even further. That’s always a lot of fun. I like looking at that kind of stuff, so. All right guys, thank you so much for watching today. If you have any questions at all, go to doneforyou.com/GSD. And if you would like to set up an action plan call, go to doneforyou.com/start and we will set up an action plan for your business and I’ll talk to you soon. All right. Thanks. Bye.
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How to Choose the Right Marketing Automation Agency for Your Business

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The Need for a Marketing Automation Agency
A marketing automation agency can be your secret weapon when seeking to enhance your business’s marketing efforts. Contrary to popular belief, marketing automation isn't only for giant corporations but can be a game-changer for businesses of all sizes. In this guide, we'll focus on how to pick the right marketing automation agency to meet your specific needs and objectives.
Debunking Myths: Marketing Automation is For Everyone
Is Marketing Automation Overwhelming?
The term "marketing automation" might seem daunting, particularly if you're a small business or a creative agency. Rest assured, the right marketing automation agency will make the process seamless, efficient, and highly effective.
Marketing Automation Across the Board
Marketing automation agencies cater to businesses, big and small, spanning various industries. Whether you're a tech startup or a local retail shop, marketing automation is applicable and beneficial.
Critical Advantages of Partnering with a Marketing Automation Agency
Achieve Scalability and Efficiency
Its scalability is one of the most compelling reasons to work with a marketing automation agency. Automation handles repetitive tasks around the clock, freeing up your valuable resources.
A Hands-Off Approach to Lead Generation
Imagine generating qualified leads without lifting a finger. With the right marketing automation agency, you can set up systems that acquire, nurture, and convert leads automatically.
Not Just Set It and Forget It: Ongoing Benefits
Investment and Returns
While implementing automation requires an initial investment in time and capital, the long-term benefits far outweigh the costs. Your selected marketing automation agency will ensure that your systems work tirelessly, growing your business even when you're not actively involved.
Beyond Email: Multi-Channel Capabilities
The Misconception: Email is Everything
A common misconception is that marketing automation only involves email campaigns. In reality, a competent marketing automation agency can do much more.
What Multi-Channel Means for You
From SMS marketing to social media discovery and CRM synchronization, the right agency will allow you to reach your customers at every touchpoint. This ensures a customized and highly effective marketing strategy beyond simple email campaigns.
The Ultimate Advantage: Deep Customer Connections
What Meaningful Connections Can Do
A significant advantage of working with a marketing automation agency is forming more meaningful connections with your customers. Whether through personalized messaging or timing your customer interactions perfectly, automation enables a whole new level of engagement.
Final Thoughts: Simplifying Marketing Automation
Marketing automation may seem complex, but it's straightforward and highly effective with the right agency. If you're interested in diving deeper into this topic, we have a free webinar to watch to learn how easy it is to implement automation for your business.
By choosing a competent marketing automation agency, you’re not just buying a service; you're investing in your business's scalable growth and long-term success.
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[Video Transcript]
Today, we will discuss what working with a marketing automation agency should look like. Now, there's a lot of different automation play. There are so many other things about marketing automation, so many different ways to cut it up and so many different ways to generate revenue from it, profit from it, and use it. But at the end of the day, some straightforward tools tend to be plug-and-play. From a marketing automation standpoint, how you combine those tools is just up to your imagination.
For those who don't know who I am, my name is Jason Drohn, creator of doneforyou.com. We specialize in creating offers, building sales funnels, and doing marketing automation and traffic for clients. Marketing automation tends to be a place we thrive in because it's the glue between many different things. It's the glue that brings a lot of other elements together. It brings the pages together, and it brings the email marketing together, and it brings outbound kind of SMS stuff, and sales, and sales staff, and sales teams and, pipelines, and workflows. It all comes together in this idea of marketing automation.
What should be the goal in setting up a Marketing Automation?
When setting up marketing automation, the big thing you're looking for is making sure that the different pieces talk together. They go through, and you have your marketing. You have your CRM that speaks to your sales pages and your sales page; they talk to your CRM, and then all of that.
What we're going to talk about today is what a marketing automation agency is going to do or should do to help you grow your business online.
First, as marketing artists, we do a lot of marketing automation. We're a marketing automation agency. Although, I don't classify that as what we are. We're more like a growth team that does marketing automation.
Marketing automation is a key fundamental kind of building block of what sales funnels are and what sales funnels do.
Everybody does a small amount of marketing automation. Some agencies specialize in marketing automation, though. I would say that we specialize in marketing automation. We can make the website do things you haven't seen before, even in some of the stuff we do.
DFY website Marketing Automation
It's funny because we have our page visits tracked to Slack every once in a while. If we have somebody's email address or phone number, and they come to our website and hit a specific page, then it will send up kind of a warning flare and say, "This person is on your page." Ding and the whole deal.
When that happens, it also outputs their phone number and email address. If you have been to our website and any of our sales pages, and you get an email from me or one of my staff, it's a personalized email. That is why. It's because we have Slack configured through Zapier. We have our CRM send an alert over to Zapier. Zapier makes connections between software. It's the API hub between a bunch of different, 1000s of other, applications. A CRM sends a Zap to Slack and says, "Show, basically ping, these people on Slack every time this person, or we know who a person is, who hit a sales page.
Every once in a while, if you get a call from somebody on my team or an email from somebody on my team or even me, it's because we're watching that channel. You showed up on that page and ping; we see your email; we see your phone number because you've given it to us in the past. Not because it's weird, and we're spying on the world. But it's because it's all used from our collected data.
There have been times where we've noticed, I've seen, somebody be on page two or three or four days in a row. I don't even wait for them. I'll call them and say, "Hey, what's up, blah, blah, blah. This is Jason. You know, I saw you were on the page." And they're like, "What? You know, like, that's creepy." I'm like, "Yeah, it's creepy, but this is what we do. This is marketing automation. It's what we do. We wrote a book on it. You know what I mean?"
A good marketing agency must be able to implement workflows that will reap benefits and rewards from marketing automation.
That is one of the blessings of marketing automation. When you can run it correctly, a good marketing automation agency can do that for you. That's the idea. They're going to be able to implement those same workflows so that you reap the benefit and reward from it. There are marketing automation agencies, and then there's marketing automation for agencies. Both of those things they're the same. Marketing automation is marketing automation, whether you are an agency that is using it for your clients or you're an agency that's using it to acquire clients. It's all the same thing.
It's connecting different pieces of software so that things talk and trigger.
Zapier
There are lots of ways to do marketing automation. Zapier tends to be the place that everything comes to. It's kind of the head between all of the different sides. If you're running a Facebook lead ad, you will use Zapier to put that email address inside your CRM. Let's go over here to apps. There's all kinds of stuff, Google Sheets.
Most of the Google Suite has some pretty exciting stuff:
Google Drive
Facebook Lead Ads
ActiveCampaign
Facebook Pages
All of the things that it can do. We can get or send Gmail emails to new leads from Facebook Lead Ads, which I don't recommend.
You can also get emails with new Facebook Lead Ads leads. You can send lead ads to different rows in Google Sheets. We do that all the time, especially for our real estate clients.
We'll set the trigger.
Facebook sends the lead-in.
Then, it adds them to the CRM.
Then, finally, it puts them in a spreadsheet.
The CRM triggers, then the email marketing workflows, and then the spreadsheet is what somebody would call a sales guy would start screaming and working those leads.
If somebody comes in from a Facebook lead ad, we can add or update active campaign contacts—lots of different things you can do there. Your imagination is the limit when it comes to marketing automation. It is that simple. There are so many ways to trigger all kinds of cool stuff.
Slack
Slack is huge. There are so many integrations you can run with Slack. Microsoft Teams is fantastic, too, but Slack will integrate with everything. I'm not in a Microsoft environment at all. I don't think I have any Microsoft products installed on my computers, maybe Skype. We set it up with our CRM. We'll have Facebook Lead Ads ping Slack whenever there's a new sale.
A new conversation goes off into Google Sheets. We can set up some stuff in Airtable in Slack for project management. We're used to having it, so we get a Slack notification every time a base camp task is updated. We've set it up so that there are KPIs inside ad managers that will ping a Slack notification.
There are lots of different ways to work. There are lots of different ways to work on that moving forward. Now, let's see if we go to some of the other methods.
Anyway, your marketing automation agency will know all of this stuff. They will learn to trigger things that will move somebody through your prospect's scenario and pipeline. That's just what marketing automation does.
Benefits of Marketing Automation
1. The first is you're going to sell more.
You're going to sell more because people are in front of you or your brand is in front of them, I should say. You're going to generate more revenue in the long-term from that.
2. Your brand will be remembered better.
You will also, and perhaps more importantly, you will be remembered better. If somebody is seeing your ads, emails, text messages, or whatever for months and years to come, they're much more likely to buy. I can't tell you how many times we ended up getting somebody. They come in, and the first time they ever bought anything, a book or maybe a video course or whatever. Then, all of a sudden, they're our best customers. They've been on the list for six years.
They're our best customers because it just took a long time to warm up to us enough or to be ready to buy something. But once they do, they're committed because they're getting results. They know our process, and they know us without working directly with us. It ends up working out that much better for them. Marketing automation makes that possible.
Our marketing and marketing automation agencies work to set it and forget it.
It's a big question. We get asked all the time, and the answer is not. Marketing automation will make you money long-term, but there are always rules and things that break.
I mean, marketing automation is very much you're looking at Zapier. I just got one yesterday. My Instagram Zap broke between Instagram and Google Drive. I have no idea why. I haven't investigated. But it shows that even though something has been working for years, sometimes it breaks. Sometimes, there's a coding issue. Sometimes, a lot of these integrations have three parties.
They have your ad account. You have two sides. Let's say Instagram and Google Drive, and then you have Zapier in the middle. You have three coding teams who are all trying to work together technically. They're building the frameworks for everything to coincide. Sometimes, it doesn't work out all that well. Sometimes, something will break for a few days, and then it will magically get re-enabled. There are just some things to look at there. Here are some things to take note of.
You are always going to think of ways to do things better. You're going to say, "Oh man, I should've sent lead ads to Slack rather than to a spreadsheet." As I'm talking about it, I think that because we go into a spreadsheet for our clients. Like, "Well, why don't we set them up with a Slack account?" There are always ways to do things better. You have to keep your mind open to it.
As I said earlier in the week, if you're researching and thinking, some of my best, most transparent marketing automation "gotchas" happen when I'm mowing the lawn. I don't know why. I'm just driving around, riding on a lawnmower, but then I'm like, "Oh, damn, I shouldn't do this. Or I should do that."
Some of my most significant kind of aha moments come from when I'm driving, which my wife pointed out. In the middle of this pandemic, she's like, "Yeah, we don't drive anywhere." She's like, "So you don't have any processing time." And it's right. She's absolutely 100% right, as always. And I don't. That's always what I did when I drove. I'd process things that happened during the week because we don't go anywhere, as you can tell by being in this office. However, we will start shooting some on-location live streams, which I'm excited about, at a co-working place in town.
Marketing Automation Tips
You want to email, SMS, significant, big marketing automation components—any alert, triggers, or anything important to your business is also essential. Suppose you need your sales rep to know immediately when something comes in the door. In that case, you can set up a marketing automation trigger, put it in Slack, send it to a text message, put it in a spreadsheet, whatever the motivation, or some other bell or whistle. There are all kinds of exciting things to do. You can download an app called If This, Then That: I-F-T-T-T, IFTTT.com. If This, Then That, it's on iPad, probably Android too. But it's kind of like Zapier, only it's mobile, and you can trigger all sorts of cool things. When a sale comes in, it can ding. You can change the lights in your room, and all kinds of fun stuff there.
Advantages of Marketing Automation
Now, one of the most significant advantages of marketing automation is it creates a customized personal; it just customizes your marketing message for your end-user. You can do so much to customize the way they're marketed. If you have a survey and there are four answers on a survey, and depending on how they pick one of those answers, you enter them into an email sequence. That's one way to do it. You can send them down different paths based on a link they click in an email or a page they visit.
They go to a particular page, like a Facebook traffic page or how to make a garden table out of two by fours pages, then you can send them three or four two-by-four emails. You can think about all kinds of really cool stuff if you just sit back and think, "What do they want from me? What can I give them to help them grow or help them transform their lives or help them do something better?" That's all marketing automation is.
For Questions and Guide
With that, if there's anything we can do to help, we're happy to. Go to doneforyou.com/start, fill out the little form, and book a time on our calendar. We will dig in and figure out where in your business, what in your business can be automated, where we can find traffic, and what kind of automated processes and sales systems we can set up so that everything scales well and fast and as mechanical as possible inside the framework that you're already working in. That ends marketing automation week.
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How to Optimize Your Marketing Automation Workflows for Higher Conversions

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Introduction: Why You Need Marketing Automation Workflows
You're missing out on significant revenue opportunities if you're not leveraging marketing automation workflows to nurture leads and drive them down your sales funnel. With the integration of marketing automation in popular email marketing platforms like MailChimp, there's no excuse for letting your contacts sit idle.
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What Are Marketing Automation Workflows?
Understanding the Basics
Marketing automation workflows are the backbone of a revenue-generating strategy. They allow you to automate marketing tasks in a structured and systematic manner. For instance, when someone visits your website to fill out a form or seek more information, a marketing automation workflow ensures they receive timely and relevant emails.
The Role of Email Sequences
Upon capturing an email address through an opt-in form, the first step is usually to send a welcome email sequence. This sequence introduces your business, explaining who you are, what you do, and why the prospect should consider working with you.
Setting Up Your Marketing Automation Workflow
The Importance of Automated Welcome Emails
The key to a triumphant welcome email sequence is to introduce your business and set the stage for future interactions. With a well-designed marketing automation workflow, you don't have to send these emails manually; software like Adon'tRM can handle it.
Behind-the-Scenes Automation
The beauty of marketing automation is that it operates behind the scenes. All your marketing activities, including emails, text messages, and other tasks, are automatically triggered without you lifting a finger. This automation lets you focus on warming up your leads for future business.
Segmenting Leads in Your CRM
Why Segmentation Matters
Effective marketing automation workflows rely on segmentation. Depending on your prospects' actions—whether they fill out a survey, download a report, or engage with your emails—you can categorize them into different segments. This ensures they receive content most relevant to their interests and stage in the buyer's journey.
Sales Automation and Workflows
When running buyers ' campaigns, your marketing automation workflows must be tuned. For example, if you're promoting a Memorial Day sale, your entire market should be on that. You don't want to confuse your audience by sending unrelated don'ts during the promotion.
Nurturing Leads Through Automation
The Art of Lead Nurturing
Lead nurturing is another critical aspect of a robust marketing automation workflow. Through emails, you can introduce your team, showcase case studies, and explain why the prospect should do business with you.
Upsells and Cross-Sells in Marketing Automation
Maximizing Revenue Opportunities
Your marketing automation workflow should also include strategies for upsells and cross-sells. Automated emails can encourage customers to complete the purchase if they buy an E-book but skip the upsell for a video course.
Re-Engaging Your Email List
The Last Chance Offer
If a contact hasn't engaged with your content for 60 days or more, your meeting automation workflow should automatically send them a re-engagement email. This could be a special offer or a free report to recapture their interest.
Onboarding New Customers
Creating a Seamless Experience
The customer journey doesn't end with a purchase; it's just the beginning. Mardoesn'tautomation workflows can help you onboard new customers effectively. Automated emails can guide them through the following steps: scheduling a call, logging into a course, or watching video.
Conclusion: The Future is Automated
Marketing automation workflows are not just a 'nice-to-have'; they are essential for any business looking to scale. from sending welcome emails to segmenting your audience and nurturing leads, automation can handle it all, so if you haven't yet implemented a marketing automation workflow, haven't time to start.
The Power of Marketing Automation Workflows
Marketing automation workflows are the unsung heroes of modern digital marketing. They allow you to automate complex tasks and nurture your leads in a personalized way. In this guide, we'll explore seven essential types of marketing automating workflows that can transform your email marketing strategy.
1. The Welcome Email Sequence: Your First Impression
What is a Welcome Email Sequence?
The welcome email sequence is your first interaction with new email subscribers. It's a one-time workflow designed to introduce your brand. It's set the stage for future communications.
Why is it Important?
A well-crafted welcome email sequence ensures your new contacts don't forget about you shortly after signing up. It provides a brief orientation about your brand and can deepen the relationship immediately.
How Many Emails Should It Include?
Generally, a welcome email sequence doesn't need to be extensive. Three to four emails are insufficient to make a lasting impression.
2. Segmentation and Engagement: The Backbone of Marketing Automation Workflows
What is Segmentation?
Segmentation is one of the most crucial types of marketing automation workflows. It involves dividing your email list into smaller groups based on specific criteria like interests, behavior, or demographics.
Why is Segmentation Important?
You can send highly targeted content and promotions by segmenting your audience and increasing engagement and conversion rates.
Criteria for Segmentation
You can segment people based on various factors, such as:
The lead magnet they've downloaded
The landing page they visited
The automated webinar that they attended
Their engagement with your campaigns
Note: Surveys can also be a powerful tool for segmentation.
3. Sales Automation Workflow: Converting Leads into Customers
What is a Sales Automation Workflow?
This workflow is designed to convert your leads into paying customers. It's essentially a series of promotional emails aimed at instigating a purchase.
Targeting the Right Audience
The effectiveness of your sales automation workflow depends on how well you've segmented your list. It's best to send this workflow to highly engaged prospects, and It's a segmented list for maximum impact.
Triggering the Sales Sequence
The sales sequence is often triggered when a new subscriber shows interest in a particular type of content or lead magnet. Depending on their engagement, you can present them with various offers until they make a purchase.
4. Lead Nurturing: Building Trust and Credibility
What is Lead Nurturing?
Lead nurturing is a marketing automation workflow designed to move subscribers further down your sales funnel by providing valuable content over time.
Why is it Important?
Lead nurturing builds trust and credibility, making it easier to convert subscribers into customers when the time is right.
Crafting the Lead Nurturing Sequence
The sequence should be tailored to the stage of the buyer's journey your leads are in. By addressing their buyer's concerns and demonstrating the value of your offer, you increase the likelihood of conversion.
5. Cross-Sell/Up-Sell Workflow: Maximizing Customer Value
What is a Cross-Sell/Up-Sell Workflow?
Once a subscriber makes a purchase, this marketing automation workflow encourages them to buy more through cross-sells or up-sells.
Why is it Important?
Since the customer has already shown trust in your brand by purchasing, this is the perfect opportunity to increase their lifetime value.
How Does it Work?
This sequence targets only those who have made a previous purchase, offering additional products or services that complement their initial buy.
6. Re-Engagement Workflow: Winning Back Lost Subscribers
What is a Re-Engagement Workflow?
As your list grows, some subscribers will inevitably become disengaged. This workflow aims to rekindle their interest and get them to interact with your brand again.
Why is it Necessary?
Inactive subscribers can harm your email deliverability. A re-engagement workflow helps win them back or identify those who should be removed from your list.
Strategies for Re-Engagement
The workflow should include catchy and compelling offers to encourage subscribers to open your emails and engage with your content.
7. Onboarding Workflow: Ensuring Customer Success
What is an Onboarding Workflow?
Onboarding workflows are designed to help new customers get the most out of your product or service. They are especially crucial for SaaS, mobile apps, and subscription-based businesses.
Why is it Important?
Proper onboarding ensures customer satisfaction and increases the likelihood of retention.
Onboarding Best Practices
The onboarding emails should highlight critical features of your product and guide the customer through the initial stages of using it. This can be coupled with in-app prompts for a more comprehensive onboarding experience.
Work faster with marketing automation templates.
The thing with marketing automation workflows is that they’re set and forget. Take these ideas we’ve outlined here, set them up in MailChimp or any other service, and rest assured that they’ll be working for you 24/7.
Most email marketing companies provide their subscribers with marketing automation templates. And some of them are also free. For example, MailChimp's automation workflows are accessible and templated for its 2,000 subscribers.
Automation templates will make your life easier, as the essential workflows, triggers, and actions are already in place. You only need to customize them to your liking and, of course, add the email content.
The post How to Optimize Your Marketing Automation Workflows for Higher Conversions appeared first on Done For You.

Sales Pipeline Management That Will Increase Your Traffic

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Building a sales pipeline management system and creating a business with customers who flock to you is the point of all marketing.  Whether online or offline, you want to attract, engage, and sell people all day - forever!  There are a lot of tools to use, but the biggest question our agency gets asked is, "What's the difference between Pipeline Pro vs. Clickfunnels.
That's a valid question, too, because both are great tools!
In this video and blog post, we will give you a behind-the-scenes look at building a converting sales funnel.
First, we need to break down what a sales funnel is and isn't...  A sales funnel is much more than individual pages (i.e., landing and sales pages).
A sales funnel requires that email marketing campaigns and automation be set up, that you have traffic campaigns going, and that people are being moved and pushed through the sales funnel from piece to piece.  So when they enter the sales pipeline, they learn about you and your company on autopilot.  And then, they go through the entire sales process, also on autopilot!
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Three Pieces To Your Sales Pipeline Management
In setting up sales funnels, there are three pieces to any sales process...  And part of your sales pipeline management should be to create reporting on:
Traffic
Offer
Followup.
We've got an entire book about it - Convert.
What often happens when business owners are marketers is - they begin with traffic.  Then, they back-end into their offer and their follow-up. It's one of the biggest mistakes you can make because you're spending money on traffic without necessarily having a clear path to make that money back to generate revenue from your offers.
Where To Start
When we do sales funnels for clients, we start the project by creating the offer.
Your offer can take lots of different shapes. It can be:
A consulting offer
A coaching offer
A digital product
A membership course
Physical products
Mastermind Programs
Live events
You name it. There are so many different ways to generate revenue online and so many different kinds of offers that you can make to the world. That's what business is!
Choosing Sales Pipeline Management CRM and Software
Pipeline Pro
PipelinePro is a cloud-based sales CRM platform that helps businesses of all sizes manage their sales pipelines and close more deals. It offers a wide range of features, including:
Contact management: PipelinePro allows you to store and manage your contact information in one place. You can track contact interactions, create lead-scoring rules, and segment your contacts for targeted marketing campaigns.
Pipeline management: PipelinePro helps you visualize your sales pipeline and track the progress of each deal. You can create custom sales stages, set deadlines, and assign tasks to team members.
Opportunity management: PipelinePro helps you manage your sales opportunities from start to finish. You can track leads, qualify prospects, and schedule follow-up activities.
Sales forecasting: PipelinePro provides you with real-time sales forecasting data. This information can help you make informed decisions about your sales pipeline and strategy.
Reporting and analytics: PipelinePro offers a variety of reports and analytics that can help you track your sales performance and identify areas for improvement.
PipelinePro is also highly customizable and can be integrated with a variety of other business applications, such as email marketing software, accounting software, and customer support software.
ClickFunnels
ClickFunnels is a cloud-based sales funnel platform that helps businesses of all sizes create and manage their sales funnels. A sales funnel is a series of steps a potential customer takes on their journey, from becoming aware of a product or service to making a purchase.
ClickFunnels offers a wide range of features to help businesses create and manage effective sales funnels, including:
Landing page builder: ClickFunnels includes a drag-and-drop builder that makes creating high-converting landing pages without coding knowledge easy.
Sales funnel templates: ClickFunnels offers a variety of sales funnel templates that businesses can use to get started quickly and easily.
Email marketing integration: ClickFunnels integrates with various email marketing platforms so businesses can easily send automated emails to their leads and customers.
Payment processing integration: ClickFunnels integrates with various payment processing platforms so businesses can easily accept customer payments.
Analytics and reporting: ClickFunnels provides detailed analytics and reporting that businesses can use to track their sales funnel performance and identify areas for improvement.
ClickFunnels is a powerful tool that can help businesses of all sizes increase their sales. It is particularly well-suited for companies that sell high-ticket products or services, as it can help them create and manage complex sales funnels.
Here are some of the benefits of using ClickFunnels:
Increased sales: ClickFunnels can help you increase sales by helping you create and manage effective sales funnels. By tracking the progress of each lead and deal, you can ensure that no opportunities fall through the cracks.
Improved conversion rates: ClickFunnels can help you improve conversion rates by providing various features to help you create high-converting landing pages and sales funnels.
Reduced costs: ClickFunnels can help you reduce costs by eliminating the need to hire a web developer or designer to create and manage your sales funnels.
Increased efficiency: ClickFunnels can help you increase efficiency by automating many of the tasks involved in sales funnel management. This can free up your time to focus on other aspects of your business.
Overall, ClickFunnels is a powerful sales funnel platform that can help businesses of all sizes increase sales, improve conversion rates, reduce costs, and increase efficiency.
When To Have A VSL In Your Sales Pipeline
Now, depending on your offer, you need your sales material. That's the point in your sales pipeline management to get prospects to purchase something from you.
If you have an offer under $1,000, you can usually sell it with a video sales letter (VSL) or a multi-video launch process. If you have a video sales letter, you need an upsell and downsell process. You can take a $100 sale and then pitch something that's $300 on the confirmation page.  After that first upsell, you can then create a second upsell.
That, my friend, is how you increase the average customer lifetime value of your buyers!
What About Webinars?
If your offer is over $1,000, you need an automated webinar with some webinar marketing behind it. If you sell something above $2,000, you'll need a consultative sales call in your pipeline.  The call to action you make on your webinar will be, "Click the button to sign up for a call." The sales call will be the thing that does your selling.
Do Long-Form Sales Letters Still Work?
The short answer?  No.  Unless you also combine them with a video sales letter or a video.
Long-form works when it's a heavily graphical page with many images, and you see it selling a lot of SAAS software.  But for the most part, video sales letters and webinars will be your two main pieces of sales pipeline management.
Getting Your Marketing Pages Set Up
Once those are up, then, of course, you need the marketing pages.  Those are the pages that CONTAIN your sales collateral.
Think landing pages, sales pages, confirmation pages, strategy session pages...  Those kinds of things.
Nowadays, they're pretty easy to build with page builder software.  There are lots of options to choose from, including our Axis Page Builder.
Creating Your Followup Campaigns
You get into the follow-up once the pages and sales material are done—your follow-up followup automation campaigns for outbound email marketing, text messages, your CRM, etc.
That's going to handle the marketing automation piece of the sales pipeline.
You need an email copy for your auto-responders.
You'll need sales calls if you're selling something high ticket.
It would be best to have fulfillment sequences when somebody buys something digitally, at least.
You'll need shopping cart abandonment sequences
... And bonding sequences.
There are probably 25 to 35 emails that you will need, all pre-done, ready for when you launch your sales funnel and sales pipeline management initiatives to general traffic.
... Then You Can Start Driving Traffic
Then, and only then, can you start going after traffic?
And your traffic takes many forms depending on the networks your customers hang out on!
It can be:
Facebook ads
Google ads
LinkedIn ads
Email solo drops
Organic SEO campaigns
Blog posts and content marketing
There are tons of different ways of getting traffic.
You Need Your Sales Pipeline Management Set Up First
Here's my point. All you need to do is set up the foundation and infrastructure for your business before you can go out and start finding traffic.
You need the sales copy.
You need the marketing automation part nailed.
You'll need the email copy.
You need content, like blog content and videos.
You'll need a good nurture campaign so that when somebody opts in, they'll learn more about you.
All this is so your potential buyers start to know, like, and trust you.
They need to know that they will make a good decision if they invest the time in getting to know you better by exploring the idea of giving you money for your products and services.
That's what it is. It's a lot of work to get built and set up initially. Way more than it was two or three years ago when all you needed was a landing page or a webinar registration page and a couple of emails...  Then boom, you could start getting $10,000+ clients.
It's a lot more work than it used to be.
But it's what's required now. You have to be able to put all of this together, launch it, and re-invest your profits back into more advertising!
If you want help putting this stuff together, click the button below to sign up for an action plan call with my team and me. We'll discuss your business, offers, follow-up, automation campaigns, pipeline management, etc.
Whatever you don't have, we can build for you. I like to think of us as the glue that brings your sales pipeline together. We will make whatever you don't have. But first, we need to have a conversation. So, click the button below and watch the short video on sales funnels...
Watch The Video >>
[VIDEO TRANSCRIPT]
This is GSD daily, episode 50. We are halfway to 100, which is fantastic. This morning, I saw that we broke 100 members in our DFY Funnels group, which is amazing. I'll drop the link here, which I'm pretty excited about. I think that is pretty awesome.
Let's see, dropping the link. All right. Here's the link to our funnel group. So make sure to sign up for that, and the stuff we'll talk about today is how to build a sales pipeline. So, this is the original post that we wrote a while ago.
We're going to talk about some tools, strategies, etc.
First, for those who don't know who I am, I am Jason Drohn, creator of doneforyou.com. I've been building funnels for a very long time for many different niches and categories and everything. We specialize in creating offers, automating sales funnels, and clarifying messages. Then, I also set up marketing automation and ran traffic. Making offers and building the sales system that powers the rest is what we are good at, so what we do.
We're capping off the high ticket week. Earlier this week, we talked about selling high-ticket offers. We talked about selling on Zoom presentations, and we were joined by my friend Patch. We talked about marketing.
Yesterday, we discussed doing conditional logic forms so that you are only working with the people and pitching the people who make the most sense for you and your offer. And what you can do then is based on how they answer specific questions. They will see a particular result, like maybe they know a calendar booking, or if they answer a question differently, they go down a different rabbit hole. So, that's kind of the power behind the applications and stuff.
What we're going to do is we're going to talk about the tricks to effective sales pipeline management. Now, I know that sounds like a mouthful, but basically, what it is is there are some rules that I follow when we're looking at putting sales funnels in place and sales pipelines in the area for clients.
There are three pieces in every Sales Pipeline.
Those rules, what it comes down to is that there are three pieces to every sales pipeline out there. The channel itself, the funnel itself, the system itself, whatever you want to call your sales system, you boil it down to traffic, your offer, and your follow-up. Your request is the follow-up you pitch, whether it's a coaching service, consulting, digital product, or whatever.
What offer requires a pipeline that involves follow-ups?
For purposes of followups our offer is above $1,000 because if you're charging something that is more than $1,000, chances are you're going to be getting on a sales call with this person at some point unless there is tremendous bonding and relationship that has happened for a long time through email. Or throughout an extended live stream or a multi-day event. So, an immense relationship needs to be built whenever you sell something over $1,000. So, one thing about the sales pipeline management piece is that the offer is crucial, and if the request is above $1,000, you will have a certain kind of pipeline. That pipeline involves specific follow-ups.
Where to start?
Followups on how to assemble this pipeline, we're looking first at the offer.
Is it coaching?
What is it are we selling?
What are the pieces and components of it?
Is it consulting?
Is it a digital product membership site?
What are the live pieces of it?
What does our client or the client's team have to fulfill one-on-one like if it's a live event?
We don't have too many; we don't have any live events now. Live physical events, we have, of course, life digital events. If it's a live event, having the creative business owner put on that live event, it needs to be big enough room to make sense for them, and so on.
Offer is lower than $1,000
If your thing is lower than $1,000 or you're pitching a strategy session or a consultative sales call, which is what we've talked about this entire week, then you can have a little application that shows up under a sales page. You saw an example of that. We went through this application system; we call these the fully qualified lead video sales letters. We go through this kind of application system for all of our services. Yesterday, we talked about this conditional.
Do people leave your site without buying at an alarming rate?
That autoplay, we found that out a couple of times yesterday. But, we explored how this conditional logic application works to qualify our prospects. And then, we added a couple of variables here. You could see a couple of different scenarios.
1. Add an application below your sales page
You'll see all that if you go back to yesterday's livestream. We have a sales video, a VSL, with an application below it. They fill out the application, they get sent to our calendar, and they can book a time on our calendar to schedule a call with us. Now, of course, you have a different version of this, which is rather than a sales video, you can put them on a webinar, an automated webinar.
The call to action on that automated webinar to get them into a consultative sales call is to click the button below to sign up for strategy sessions. So, it's very much the same thing. They're going to go and apply. They will click the button below or type a URL into their browser and then use it on a page.
2. Add software to tie into the CRM
Sometimes, we talked about some of the software yesterday for that, too. Typeform, jotform, but ideally, we want to tie that into the CRM, which kicks over into your pipeline. So, that's where it all comes back around.
You have your sales piece, your sales piece is set up upfront, and you have your offer, but then the pipeline is all of it.
The pipeline is how people are moving through, getting to know you.
They're signing up for a call, then they're scheduling a call, then they're getting on the ring, and then they're leaving, or they're being pitched, or they're being proposed. So that's the idea behind this sales pipeline management piece.
Pages of the Sales Funnel
Now, your pages are the pages of the sales funnel. There are many ways to set up pages for the sales funnel. Our preferred method is using WordPress, a plugin, a theme engine, and a template system called an optimized press. That's how most of our clients are set up. There are lots of other ways to do it.
There are lead pages and click funnels. Everybody and their brother has some page builder, a template builder, or a funnel builder. It just depends on whether you want to pay it monthly. Or what kind of proficiency you have in it. But the pages, the marketing pages themselves, they're inconsequential. You have to have them, and they have to convert. So, some pages reverse better than others.
We have our own set of pages that we always use for controls, and they always work well. It's just something you have to think about.
Follow-up Campaigns
Now, the followup campaigns that follow pain, a critical piece of the sales pipeline management is they come in they schedule a call with you; what happens after the call? So, what happens after they receive the proposal? What happens after they don't receive a proposal? They set up a call, and they're not a great fit.
What happens then? Do they get emails in your nurture campaign, and you try to bring them back later when they are probably more qualified, or do you just let them go? So, you have to think about all the follow-up scenarios, too. Your sales guy, followup are pitching this person in your pipeline, then what happens next?
Do they have template emails that go out to this person? Do they drop them in a CRM, and then it goes out afterward with some blog posts, or do you just let the lead die?
1. Continue sending blog posts, podcasts and videos
So, like for us in our pipelines or sales funnels, we continue sending them blog posts, podcasts, and videos like this—the occasional book offer, but we never stop. Sometimes, people will come back and do business with us six years later. So, it would be best not to stop once you start building the list, cultivating the relationship with those prospects, and setting up the sales pipeline that works. Then that's how it should go about. You keep doing it.
2. Start Sending Traffic
Once all that is set up, once you have your sales funnel, webinar, and VSL in the mix of your offer and your system, you can start sending traffic.
Some of the best ways you know, you've heard of them. Facebook ads, fantastic traffic drivers, Google ads. LinkedIn, we've gotten into it a little bit. It's more expensive, but the quality of prospects is just astronomical for a B2B list.
You can do email solo drops; you can do SEO, which we've been doing quite a bit of SEO lately, just in terms of transcribing these GSD dailies and then dropping them as blog posts and ranking for a bunch more keyword phrases.
You need to have the sales pipeline built first.
So, that's kind of the mix of the traffic coming in, but the thing is, you need to have the sales pipeline built first. You have to have the website, the sales funnel, and all that made to build the marketing onto the front side. You have to have the sales funnel building, you create marketing, and then leads start flowing out of the back. Your sales pipeline lights up off out of the backside. So, you need the copy, the sales copy, and all that stuff.
Tools for your Sales Management Pipeline
Now, some tools make the pipeline piece easy. I'm going to show you some of those. So, when somebody comes,d they fill out a form and start the relationship. Often, they hit a sales page, then they come to this page and fill out this form.
1. Zapier
There's a couple of things that we do. The first is whenever somebody fills out this form; we use Zapier to trigger a message to our Slack channel. I'm just going to log in real quick. I want to show you this because it's super cool. If we go into my Zaps, two different kinds of things happen. The first is whenever somebody hits this page, and we know their information, it triggers a Slack message that says, this person is on our page right now.
This is marketing like Ninja-level shit right here. So, hopefully, nobody's watching. Yeah, there's a couple of people watching. So, these are some of my best tricks. So, inside Zapier, basically how it works is Ontraport... When a lead comes in on this page into Ontraport, then a Slack message fires.
This person is on a page in Slack, then it adds it to a spreadsheet in Google Drive, which is super cool because not only does that let us know A, who is on the page, and when they are on the page, but B it also lets us know... It tabulates them in a spreadsheet. So, we can see all our leads and then scroll down and say, okay, cool. Now, let's look at how this is set up. There are three pieces to this. When a form is submitted, and we went through this yesterday. So when we were kicking through the conditional logic of this form, when this form is submitted, then... So, new form submission and that new form submission is, that's my Ontraport account.
Then, the title of that form is FQL VSL, for Fully Qualified Lead Video Sales Letter, Ad Management Application. Then, what it does is send the data. That's just some examples from the data. It sends all that data right over to Slack, and then inside Slack, a message sends a private channel message to Slack. And then there are my accounts here. And then the private channel is this. The news that I received is from the new FQL lead ad management. And then I get a readout of the first name, last name, email, and SMS number.
As soon as that lead hits, I don't even need to wait for the text message that goes out. I don't need to wait for the email that goes out. I don't need to wait for tomorrow's report. It pops up in Slack, and I can pick up the phone, which I probably just screwed up my clarity. But I can pick up the phone and call that person and say, what's up? So, this is the next level of marketing automation 101-level stuff. You know what I mean, so this is Ninja shit.
I haven't seen anybody who does this, maybe some Fortune 500 companies, but I tell people this, and they're like, that's nuts, that's wild. Then, after it sends Slack a message, it tabulates that as a spreadsheet, it sends it to Google Spreadsheet and adds another row, and then boom, that entire contact history is there. And then, we can take notes on that call. So that's how our pipeline works. So, if you remember this form, once they submit it, it goes off to Pipedrive.
2. Pipedrive
Pipedrive is the following tool in this mix. Pipedrive.com and this tool have calendaring; it also has different stages. So, stage one, stage two, stage three, stage four. So, you can see somebody moving through the steps of your sales guys, and everybody's on the same page about where that person is inside the sales pipeline.
Are they in the lead stage, or did they schedule a call, or did they have a call and they're not ready, or are they willing and have been proposed, and we're just waiting on feedback? It also has email marketing so that you can fire emails off to these leads.
3. Pipeline Pro
It's pretty cool stuff. There is another one called Pipeline Pro, which is... I have some of my friends. So, Pipeline Pro is a very similar tool. Pipeline Pro, there we go.
Pipeline Pro is another tool that can be used from a sales letter or a sales pipeline standpoint. Now, the other thing I wanted to show you was that it shows leads when somebody is coming in. I have another folder called VSL page visits. And what this folder does is, if I have data about somebody, if they have signed up as an email address inside my CRM, and we have that person.
4. Ontraport
Ontraport tracks, it keeps hold of... So, when somebody comes to doneforyou.com and enters their email address, it creates a customer record, which is then tagged to them. So, if they come back a day or a week later and haven't cleared their cookies, then Ontraport knows that they came back. And the reason they do that is for recency.
After somebody doesn't do anything with us for... I think it's 60 days; it might be 90 days. But if they don't open an email, they haven't been to the website, they haven't done anything, then they go to an inactive list. So they don't receive our general emails. What that does is it means our sender score and our deliverability is always pretty high. It's higher than the industry average because we cut everybody who hasn't engaged with us.
The new leads are on, and they're on until they spend 60 or 90 days, like I said, where they haven't done anything. They haven't opened an email, they haven't come to the website, and they haven't interacted with us in any way. So, at that point, they go on like a... It's not a blocklist but on a cold list. Every once in a while, we'll email them and try to open them up, get them to open back up, and reengage with us. And sometimes that works, but if they're on the cold list, they'll probably be deleted before long.
It is that Ontraport tracks Infusionsoft tracks and most of the significant CRM track recency. Being that Ontraport recency, when somebody comes to doneforyou.com or any page on doneforyou.com, it fires every time a page loads. If somebody comes to this retargeted sales page and we have their information, then this page will load; Ontraport will know that this page is the one that did it because we already have their information.
What I do is I have that information sent to Slack so I can see who was on the site on the main pages of our site. And if they're coming back a lot, I can email them. If we have their phone number, I could also call them. I've done that a couple of times, where somebody repeatedly returns to the same page, and it pings. It'll ping inside Slack like this guy was here two days ago or this guy was here a day ago.
You can tell me Some email addresses, so I'll pick up the phone and say, "Hey, you're on the sales funnel page." And they're like, "Well, you're spying on me." Well, we're a marketing automation company. It's kind of what we do, sort of. If you've ever gotten a call from me, from just being on the website, that's how.
This is just some marketing automation stuff we get into Pipeline Pro, Pipedrive, and incredible sales tools. You can easily do sales pipeline management without them, but they make it very easy to keep track of your leads. Who's coming in, who's been pitched? And it becomes crucial when you have more than one sales rep. If you are the only person and you're doing three or four calls a week, then it's probably not all that big of a deal, but you start growing to the point where you're doing 10, 15, 20 calls, it's easy to forget who you talked to, what you covered and then where they are in the process.
That is how we do sales pipeline management. Now, it's Friday, and we are 20 minutes in.
For Questions and Guide
I think we're just going to wrap up the shop. If you have any questions, go to doneforyou.com/blog, and we will answer them. If you want to go through and have an action plan done, we will go through your business, talk about your business, traffic sources, and automation, then go to doneforyou.com/start. We will get that up and running, and I will see you soon.
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The post Sales Pipeline Management That Will Increase Your Traffic appeared first on Done For You.

7 Ways of Earning and Increasing Your Revenue

If you’re looking for how to monetize a website, there are hundreds, maybe thousands, of ways to make money online if your only goal is to generate cash flow. When thinking about how to monetize a website though, you need to consider what your business does, and then put together a website monetization strategy that helps back it up.
Now, we have our favorites… Your sales letters, backed up by lead magnets and landing pages fueled by paid traffic sources that you control tend to perform the best over time.
… But not every business has things that they’re selling. Or, they’re just starting and don’t have the sales material and assets you need to successfully convert buyers. That’s where this blog post comes in.
What you’re about to discover is how to monetize a website with and without stuff to sell!
Google AdSense
Hands down, Google AdSense, is still one of the easiest ways to make money online. It’s easy to set up and optimizes itself based on what keywords appear on your page. Plus, you can do text-based ads or banner ads.
The downside? You won’t make a tone of money unless you’re getting a lot of traffic and that traffic is coming in on high dollar keywords.
Banner ads
If Google Adsense doesn’t tickle your fancy, you might consider banner ads.
Buy-Sell Ads is a self-hosted banner service that lets you post your blog details. If your site is getting solid traffic, BSA will connect you with advertisers who will pay for space on your website!
Product Reviews
Product reviews used to be our bread and butter. We’d review products and then generate cash from the affiliate arrangement that was set up. I still see a lot of it happening. A great example is ThePointsGuy.com. The articles are awesome and written for their customer avatar – they just generate revenue through affiliate marketing.
Blog & Freelance Services
If you’re good at what you do, have skills that other people can utilize, and are just not making money on your site yet… You can offer to help others with theirs! Also, you can sell logo services, writing services, theme creation, or plugin creation services on your site to earn money.
You can even go outside of your blog and pick up work on a site like Upwork.com which matches freelancers with service providers!
The great thing about this monetization model is that you don’t need lots of traffic to generate more revenue. You do need exposure from the RIGHT people to use your services though. The more customers you have, the faster your business can grow.
Affiliate Marketing
Do you want to sell something on your web pages but don’t have your products? Affiliate marketing is a great option for you. In fact, inside Scriptly, we’ve even got Done For You Email Campaigns for Affiliates that’ll help fast-track you on the affiliate marketing front…
The key is to find (and write content for) a group of people who are experiencing a similar problem. Then, solve that problem through an affiliate offer!
Sell Your Products
One of our favorite ways to make money online!
Our absolute favorite way of monetizing a website is to sell products and services directly on the pages. If you’ve got traffic, why not sell them the thing that’ll help them solve their problem? From selling eBooks, digital information products, software, coaching packages; there are so many ways to make money online.
We’ve got an entire book on that very thing, Creating Products! Click here to learn more >>



PRO TIP: If you're too busy creating your products, figure out how to sell them, etc... Schedule a call with us. We do that stuff all the time for our clients!


Build An Email List
One of the greatest ways to build a business online and monetize a website is to build an email list and send those subscribers relevant offers that you get paid for.
Not only that, but you can also build a relationship with your email list subscribers and they’ll stay with you for a long time – far longer than just reading a blog post and then going away, never to return.
At the end of the day, an email list will turn into your biggest cash producing asset if you decide that you want to get one started… So let’s look at some more tools and instructions on how to do that!
Offer a lead magnet: If you want to build an email list quickly, give away something for free. Your prospects won't sign up just because you tell them to. They need a reason to optin. Put some thought into your customer avatar and write a solid ebook or free report for them. You can also give away podcasts, videos, etc. Make sure your lead magnet is something worth value.
Use email marketing software: If you are serious about creating an email list, use a service to help you manage and mail to your email list. There are lots of them out there - Aweber, Drip, GetResponse. Pick one and set it up :0)
Use landing pages: Website pages are a huge distraction in general. To optimize the your conversion and turn as many prospects into leads as possible, you'll need a solid landing page. Scriptly's got a great Page Builder that'll get you set up fast!
Use calls to action: To convert prospects to leads and buyers, you want to make sure to use the right calls to action. If you're selling services, you want them to qualify themselves and book a strategy session with you. If you want them to buy something, you need to make sure they hit your order form from your sales letter!
Send traffic: No matter how great your offer is, you won’t get email subscribers without a quality traffic source.
Use social media sites: Social media is the dominant way to get more traffic and leads. There's a great write-up on getting traffic from Instagram here. You can also create Facebook pages, be engaging on Twitter and get in touch with people on Linkedin to expand your network.
If there’s anything we can do to help you on your digital marketing journey, hit the button below and book a call with us!
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Video Transcript
Ways To Make Money Online From A Website: Video Transcript
Today we're going to talk about how to monetize a website.
There are lots of different ways to make money online from a website. Whether it is a personal blog, a corporate site, or a site promoting your business... There are so many different ways of generating revenue. And one of the things that I have been fortunate enough in my career online is that I have tested and played with pretty much every single one of them.
I've done everything from affiliate marketing to creating and selling digital products, to selling links to generate cash, to coaching and consulting. There are so many different ways to make money online from a blog.
One thing is for sure - you need traffic coming to your website. YOU CAN NOT make money on a website without traffic. There are no two ways about it. If you don't have traffic then you don't have any distribution, If nobody is going to be coming to your website, there's no way you can generate revenue on said website.
So traffic is the main ingredient when you're searching for how to monetize a website. There are lots of ways of getting traffic and there are lots of ways to make money online once you get it. So I'm going to assume that you're on this page because you have some sort of traffic, whether it's 50 people a day, or 100 people a day, or 10000 people a day... You have some traffic coming to your website currently. Whether that is from search engine optimization or search rankings, affiliate emails, or paid traffic / paid ads like Facebook Advertising or Google Advertising or Content Marketing...
You just need traffic.
So once you have a website out and you have some traffic, there are lots of different ways to make money online. The one that everybody starts with, the default one, is generating advertising income. What that means is you post banner ads on your website that some company pays you for. It might be $50 a month, or $100 a month, or $200, or $250, or whatever. Some monetary figure is exchanged for putting ads on your website. Another way to do it is Google AdSense.
Adsense is the web 'publisher' side of the coin. To fully understand Google Adsense, you need to know about Google's Advertising arm.
Google has an ad platform called Google AdWords that charges businesses per click or per impression when the business' ad shows up on someone's screen and the prospect clicks through.
Google also has a sister platform called AdSense, where everyday bloggers like you and me can log in, create an account, and embed a little code snippet on our site that'll allow Google to show their advertisers ads based on the words that are on our page. Then, when someone clicks on the ad, Google will give you a portion of that ad money!
Cool, right? And simple.
Now, Google doesn't tell you exactly how much you going to getting, but it's in the neighborhood of 25% to 40%. So if you have a Google ad that is on your website and somebody clicks it, then you get a portion of what the advertiser pays Google.
Those are two big ways to make money online.
If you're not creating and selling your digital products, there's a lot of other places you can go to... BuySellAds is one. If you have a lot of traffic, then you can get your site included in their listings and they will help sell ad inventory for you...
Some people put up sponsorship pages and then they're looking for sponsors.
But the more effective way of generating revenue is by selling your things, by selling your products, by selling your services.
You aren't splitting that money with anybody else. So having your digital courses, having your eBooks, having your coaching or consulting offers. Having your offer is a much more effective and fast way of generating significant revenue. If you are good at something, you can put an ebook together, a video course together about how to do that thing.
I wrote an entire book on it called Create...
The book is about putting together an offer that you can sell on your website, day or night, allowing you to generate tremendous revenue online without needing to share or split it with anyone...
You can also use affiliate products to monetize your website. So affiliate products or CPA offers are offers that you don't own, but you get paid a commission whenever someone purchases AFTER having clicked your link. That sometimes includes people taking a free trial or when fills out a form online.
Keep in mind, these are just some different ways to make money online.
There are so many different ways to make money online from a website.
As long as you have the distribution, whether that's from paid traffic sources or organic traffic.
You just have to ask yourself, do I want to...
A) create a product and go out and find my customers? If the answer is yes, then write an ebook, build a digital course. There's plenty of material on this website for that.
B) If the answer is no though, then you want to look at maybe some other options. You want to look at advertising and generating revenue from ads, putting ads on your website, and then when somebody clicks, you get paid. Or affiliate revenue, where another product creator has created a product and you just help them sell that and you get a portion of their sales paid as a commission. You can go to a site like clickbank.com and they have thousands of offers, thousands of affiliate offers or commissionjunction.com which has a bunch of CPA offers you could pay the commission from.
GSDdaily #30 - 7 Ways To Make Money Online From Your Website
Today we're going to talk about 7 Ways To Make Money Online With Your Website. Now I feel like I kind of stepped back into some of the shit we did back in 2012. All this stuff is now cool again because we used to do a lot of work from home, make money online, affiliate marketing, how to make money from ads, how to get ranked in Google, all of that kind of crazy stuff.
It's interesting to kind of refresh all of these strategies because they are, I mean they're crucial now, especially if you have a website that is getting traffic. People still need to buy stuff and affiliate marketing is a great way of providing services and providing products that you don't have to fulfill, you don't have to support, you don't have to write sales copy for, any of that stuff.
The previous four days of this week have been affiliate marketing. We have kind of beaten affiliate marketing to death. We introduced affiliate marketing on Monday. That was episode 26. In episode 27, we talked about the different kinds of affiliate marketing programs. Then Wednesday episode 27 we talked about finding affiliate marketing products. Yesterday we talked about building a lead generation marketing engine for this affiliate mix.
Today we're going to talk about seven ways to make money online with your website. One of those ways is affiliate marketing. There are some other ones that I want to introduce you to today. Then next week we are getting into Facebook advertising. We're going to start talking about setting up Facebook ad campaigns that work, that convert, and we're going to do it based on video views, video campaigns, that kind of thing. That's kind of the roadmap of what has come in the past and what we're moving into. So that's where we're going.
Now let us start by going over and checking out kind of the source material, the source article that we're going to be talking about. So in the comments, I'm just going to drop this here, so this is how to monetize a website. All right, so in that article is where we're going to start kind of hashing stuff out. Then also to dive deeper into this and have a conversation about different ways to make money online, different ways that you can use some of what we're teaching here, to kind of get started, go ahead and join the DFY Accelerate Facebook group.
I post a bunch of stuff, training videos, articles, future episodes, all that stuff in there. If you have questions about basically getting started and what are some of the best practices for posting ad blocks or look at affiliate marketing programs or whatever, then that's going to be the best place for you to go. This article is written was a couple of years ago but the landscape hasn't changed a whole lot.
The idea of making money on a website is you have traffic that advertisers want to pay you for, that they want access to.
There's a couple of different kinds of levels of it. It might be you have 50 or 100 or 200 people a day coming to your website and they're all kind of centered around a certain niche. Advertisers will give you money for posting ad blocks or give you money per click or per impression that those ads are on. So we're just kind of going to go through this.
1. Google Adsense
Now Google AdSense is where I started. One of the very first ways to make money online that I found was using Google AdSense. Now AdSense is the other side of the coin of Google AdWords. So now if you go to Google, just ads. Google, you will hit the advertising part, the advertising section.
Whatever the reason, it's saying that I don't have an internet connection, which means you are about to probably go down maybe. So I don't know. It looks like I'm still streaming though, so that's good. So, but anyway, so maybe it's just down. Its ads.google.com, that's the advertising arm of Google. You can think of it as if a company wants to go and advertise on Google, they're going to go here, which used to be called AdWords.
They're going to start advertising for the keyword phrases that somebody's typing into the search engines. That part is pretty easy to understand. So if we go to Google and we type the words, I don't know, home repair, let's say, if we're looking for home repair, well this is an ad and then this is an ad and then this is an ad. And then here is where all of our organic listings start coming up.
These ads are all booked through Google AdWords here. So that's pretty simple. Now, there is this other service called Google AdSense and Google AdSense allows bloggers and website owners to publish an ad block inside their website they then get paid for. That ad-block is filled up with Google AdSense ads. Basically, it's the other side of the same coin.
Google is taking money from advertisers on one side and then Google is giving that money to bloggers and website owners on the other side. You can have a website and post AdSense ads on your website and every time there's a click, every time somebody, you know, there's an impression, however, you set it, then you get paid. You get paid a couple of cents. It might be two cents, it might be 32 cents. For certain keyword phrases, it might be $8.
Maximizing your AdSense earnings is a whole different conversation around the keyword phrases that are the most in-demand and the most valuable. But it can be done. You can have, like for instance there some cash-for-house kind of keyword phrases that are very, very expensive to rank for and advertise for. So if you have a website that is a cash for houses website and you don't plan on doing any cash for houses stuff, you can drop an AdSense block and then get paid every time somebody clicks an ad in that AdSense block. AdSense is one of the easiest ways to make money online on your website, bringing it back full circle. With that, it's one of the easiest ways to make money online.
You build the website and then you can just drop a piece of code in any portion of the website. It can be in the sidebar, it can be above the blog post or below the blog post or whatever. But you can drop that AdSense block anywhere and every time it displays or every time somebody clicks an ad, then they get paid. Or then you get paid, like 30 days later.
The first check I ever received for my internet marketing efforts and activity was through Google AdSense. Google sent me a check for like $104. There's a picture of it on this website somewhere, but I don't remember where it is. It's in a blog post buried somewhere. But yeah, that was a crazy day. It was like I remember telling my professor at college, "Google just paid me money to show ads on my website." Kind of crazy. That was back in 2006 maybe? Yeah, I think it was 2006. 2005, I don't know, something like that. So it was when I was still working at Pepsi and also going to school full time and the whole deal.
Another one that I did, it's not on this list, but it was called text link ads. So text link ads, I think they're defunct now. Textlinkads.com. See if anything comes up. Basically text link ads, what they were doing is they let people buy links in your like a blogroll. Like it used to be a blogroll, but it was like a section of links in your sidebar and then they let somebody buy links there, and then they... Media Whiz, text link ads with hyphens is a Media Whiz company, which I think it always was. But anyway, text link ads, it was the most profitable way. So it was like just a block of 10 links that you put in your sidebar. And for a while, I had a website that was making $100 per link, and then I had to split half with text link ads.
I was making $500 a month for just a little section of links. And those links were ended up being SEO'd, as people bought them so that they got the link juice from my site to go to their site. So it is one of the fastest ways to make money online. Banner ads are another one. So it's very similar to AdSense, but rather than Google, what it is is you're posting a banner ad on your website. So you can sell banner ads one-on-one to a buyer. When I had marketing hacks, there was Full Sail University, the college they'd send me an email and said, "Hey, can we buy an ad block on your website for six months for $200 a month?" And I was like, "Well, shit, yeah, okay, cool. Whatever."
They sent the ads, they sent the code, I dropped the code in, and then they were paying every month for just a little banner ad site-wide. So the same thing still holds. You can sell ads on your website and that is fine. You can use a service like this BuySellAds, which I have used quite a bit in the past, both to buy ads and then also to sell ads. BuySellAds is a marketplace for advertising. So you can search for websites that are open to advertising. And then you can also if you have a lot of traffic, you can list your ad or your website on BuySellAds and they will actively sell ad inventory for you. So it's just an advertising marketplace.
2. Banner Ads
One of the ways to make money online to get this started without having a whole lot of website or having a lot of traffic and also without having sponsorships is just to make up a banner ad and put it on your website and fill that space and promote like an affiliate product. And you can use a piece of software very, very easily, and inexpensively called Canva to make banner ads.
I use it for a lot of our stuff too, just because it's like ding, ding, dink, you just put it in and you're up and running. So banner ads are a great way to kind of fill a space on your website before somebody paying you money for the banner ads. So it's one of the best ways to make money online.
3. Product Reviews
Product reviews are another one. I used to do a lot of affiliate marketing product reviews. I don't anymore. That's how we did a lot of traffic or how we made a bunch of affiliate money way back in the day. But product reviews work well still. So you can review products, link, through the product review, you can link to, through your affiliate link to the product you're reviewing, one of the most consistent ways to make money online. It still works out well. You can do top 10 lists, you can do top four lists.
You can just literally do a product review and a product review only. It's up to you how you want to do it. But product reviews are fantastic moneymakers because you're tying them to an affiliate offer. In that affiliate offer, they are going down.
Now the reason product reviews work so well is because of buyer intent. So there are three classifications of buyers. So you have like your level one buyer, which is the person who they know enough to start being dangerous. Like they're starting to get into whatever it is they're looking to buy. So I used to use the example of a baby stroller a lot. Probably because Sebastian was little or just becoming a thing. So with the baby stroller, somebody finds out or a family finds out they're pregnant, and then they're like, "Oh, we need a baby stroller." And then they go and they start researching baby strollers. They have no idea of the brand, they have no idea features, they have no idea of what they need or price points or anything. But it's a discovery process.
Your level one buyer, they're actively looking for a solution for their problem, but they have no concept of what it is they're looking for really. Then you have your level two buyer who knows what they want. So that person, they're becoming familiar with brands. They know the features and the benefits they are looking for. Furthermore, they know the colors they want, they know the price range they're looking at spending.
They haven't narrowed it down to a few choices. That level three buyer is the person who narrowed it down to a few choices. So usually they're just weighing a couple of things between them and in this particular instance, with a product review or if they're looking for product reviews, they're actively looking for somebody to help them make that decision.
If they're between one or two or three offers or products or whatever, then they're looking for justification in pulling the trigger on one of them. So you, as a content creator, as a blog owner, a website owner, whatever, if you write a product review and help them make that decision, you're pushing them over the edge of whatever it is they're trying to do, whatever it is that they're trying to buy.
Your reward for that is them clicking the link in your product review and then going and you're making your affiliate commission. So that's how product reviews work. That's why they work so well. That's why you see a lot of the top 10 review sites. You search for anything like I was looking for a video wall controller yesterday. I thought a cool DIY project would be to turn this wall back here into screens. So it will happen eventually.
But so I was looking at video wall controllers and the reviews are random. This means it's not like people use them for big installations and stuff. I thought it'd be a cool DIY project to do and I thought it would be nice on like these things if that back there could light up and show something or whatever.
I started looking at video wall controller reviews and there's two by twos and one by fours and three by threes and four by fours and I don't need anything that big, where it's like four screens by four screens, so 16 total screens. But there wasn't a whole lot of like feedback on Amazon because people purchase these things usually commercially and then they install them commercially. The best unit had like 24 reviews and 24 four or five-star reviews and had very little feedback on it.
I was trying to find someone else, something else that I could kind of because I don't know what the hell I'm buying either. Aside from trial and error, I was looking for more information. And the product reviews, there were a couple of them that I saw, it was like the top 10 lists, and they were helpful.
I haven't purchased anything yet, but I mean when I do I will probably go back there, grab their affiliate link and then buy it that way, just because they were helpful when I needed them to be. So blog and freelance services, we've talked a lot about freelance services or services in general on GSDdailies. So a way that you can generate traffic coming in is you can move them into some sort of a strategy session or some sort of a consultative sales call.
4. Blog and Freelance Services
When we did the funnel week, which was two weeks ago, we talked about a fully qualified lead sales funnel. That is what this is. So basically if you have website traffic coming in, what you want to do is you want to focus all of them onto a sales page. That sales page then has a sales video with an application form underneath and then the form forwards respondents to your calendaring service, Calendly, or whatever.
Generally how you can sell services from a blog or a website. And that focusing is well done through like an exit pop or like a top bar kind of plugin. So that way everybody who comes to the website, they ended up leaving, they see the exit pop or they see the top bar and they know that you have services available that they can go watch your video and ultimately apply to work with you if they are interested in that. So that's how the blog and freelance services would work, generally.
You can have banner ads inside the blog post and stuff too, but even then people have banner blindness. But if something pops up when they're leaving the website, they're forced to read it one way or the other. Even if it just pops up once and then is set to be off for the next week, they still have to read it in order either to exit out or exit out of the website or whatever. They know you're offering services, which plants the seed in their mind if in a week or two weeks. They come back and they need you, they need accounting help or whatever, then they will be back for you.
5. Affiliate Marketing
Affiliate marketing, this entire week has been about, so but a website that has affiliate links. You can have banner ads with your affiliate links, you can do product reviews that are through affiliate links. You can build an email list and then monetize through affiliate links.
There are lots of ways to make money online that we've covered already in the previous four days of this week that you can tie into the affiliate marketing trend. There are just so many different things. You can treat affiliate offers like you would treat your internal offers, with the understanding that you can't change the sales copy, you can't add upsells. There are lots of things you can't do with affiliate offers. But the biggest advantages are you don't have to control the sales copy.
You don't have to invest in the sales copy or the website or the sales funnel or the customer service or any of that stuff. Products. You just get to send a sale which is one of the easiest ways to make money online... And that's it. Selling your products. So a couple of weeks ago we did an entire five-day boot camp on creating your products. So you can figure out what it is you like, what it is you in you're into, what experiences you have, what history you have, what you're good at, what people ask you for.
You can kind of figure out what you want to provide and create for the world. And then in that, in coming up with that, framing up that solution to a problem in the world or the public, I should say, then you can create a digital course, an ebook, a coaching program, a consulting program, a mastermind, a service, an offer that helps somebody, that transform somebody's life, in just a big way or a small way, it doesn't matter. But give somebody transformation so that they can adjust and so that their life can be better because of you. At the end of the day, people are looking for transformation when they're searching for solutions for their problems. So if you can provide that transformation and then you can sell a service or a product on your website that helps get them there.
6. Sell Your Products
It's the best way of generating money from your blog or your website is to sell your products because you control the entire buying cycle. So you start with them through your blog and then you can move them through a buyer's journey. You can move them through an automated webinar or your product or your service or whatever, and ultimately fulfill to them on the backside, and build your brand longterm. So that is awesome. That's where everyone should go. But sometimes there are stepping stones. Like for me, I didn't start there. I started with affiliate marketing. I started with having banner ads on a blog post and trying to get traffic. And then I moved into the product creation piece. So it's a journey. It's just always a journey.
7. Building an Email List
The last part is building an email list. So when I started a long time ago, forever I didn't have an email list. I didn't try to build an email list. I thought email marketing was, well, they're already here, why not try to get them to buy something? Why throw up an email opt-in before we send them off to buying a product or buying an affiliate product or whatever. And it was a mistake. So there could have been a lot more leads than we have attracted. I could have been able to scale a lot sooner if I would've grown an email list, but I didn't. And it's more like a marketing tactic. So you want to grow your email list so that you can advertise to them in the future.
One of the things that I have seen, especially through this pandemic, is the folks who can pivot. They're able to pivot because they have distribution through the email list. After all, they have website traffic, because they have some way that they're able to reach out to all of their past customers. They also have prospects or everybody's who's interested and say, "Hey look, we're doing this new thing. Come follow us here.". If you don't have an email list and you don't have website traffic and you don't have an audience, there's no one to pivot to. It's just another startup.
Building an email list gives you the best chance of future growth. And then also like just being recession-proof because you have your distribution and then you can pivot, you can start something new. You can do something different, you can use that audience to scale into a bigger audience through shares and likes and all that other stuff. But if you don't have an email list, you don't have anybody to reach out to, then you don't. So it's just a super, super important point.
As I'm saying this, just that chunk out and throw it in a different video. Then run some ads to it because everybody needs to see that message right there. Because an email list is going to save your business in the future. It sucks to build right now. I mean it's fucking hard. You've got lead magnets and landing pages and email copy and ads and exit pops and all kinds of other crazy shit. But you got to have it, for the future business and to protect your future growth. You can do whatever you want. You can sell services, affiliate products, and banner ads. Also, you can drop them into blog posts. You can write every day, you can do whatever the hell you want if you have the email list. But without it, you can't.
Those are our seven ways to make money online on your website. Affiliate marketing is one of them. Google AdSense, nice, easy, quick way of doing it. Banner ads are a nice way. You just want to remember to fake it till you make it. Grab an affiliate offer, make a banner ad, promote a friend's site or whatever with the banner ad that you control, so that you can take that place.
Nobody wants to be the first, no advertiser wants to be the first advertiser of a website. So give them the impression somebody else is paying you money for your ads. Doing product reviews for affiliate products is a great way of doing it. Offering services, selling your products, building an email list. All good stuff. So if you have any questions at all, go to doneforyou.com/GSD. That's going to ask questions and put them in the queue for the next week.
Like I said, next week is going to be Facebook ads. We're going to talk about creating Facebook videos. I'm not real sure how I'm going to pull that off yet, but we're going to try. And then, so we're going to do Facebook videos, and rolling those Facebook videos into Facebook ads. We're going to talk about audiences and demographics and ad set up, conversion campaigns, all that stuff.
We're kind of going to do a five-day intensive on Facebook ads, which is going to be pretty exciting. And then from there, I don't know what we're doing after that.
For Questions and Guide
Go to doneforyou.com/start, book an action plan call with my team and me, and then we can go through and kind of put together revenue-generating strategies, sales funnel strategies, any kind of an action plan for getting you out there and scaling. And if you have any questions, just send me a Facebook message or post in one of the groups, the Accelerate group, or whatever. And we'll talk to you soon, all right? Thanks. Bye.
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Sequencing And Automation Of Email Marketing Campaigns

Today I want to share a little bit about email marketing campaigns, including the strategy behind setting up effective drip campaigns and some tips on getting every last ounce of conversion out of them.
In email marketing automation, there are triggers, campaigns, and goals.
We talked a little bit about triggers in a previous video (available here). Today though, we’re gonna talk about setting up email marketing campaigns.
The most important thing about a campaign is really that you’re able to set it up the way you want to, and you’re able to set it up easily.
What Makes Up An Email Marketing Campaign?
When you set up an email marketing campaign, there are a few things you need to think about.
First of all, how is somebody going to be getting to that campaign? That’s where the trigger comes in. Are they going to fill out a web form on a landing page? Is a tag going to be applied to their customer record? Are they hitting a website and being tracked through analytics? Did they not do something? Maybe not open an email? Did they open an email? What is the trigger in that piece?
The next step is, “If they do THIS or THAT, then what happens?” What campaign do we put together for that person?
Setting Up A Successful Drip Campaign
Campaigns are largely made up of messages.
A message can take the form of an email, a text message, a phone call, or a direct mail piece.  You could also consider push notifications or other forms of outbound communication like a chatbot.
The second necessary element of an email marketing campaign is what we call a ‘delay.’  The delay makes sure that all of your messages don’t stack up on top of each other. When you send a block of emails (like an email autoresponder), you need to put a delay in between those messages so you space them out, whether it’s hours, days, or weeks.
In short, you need to predefine how often those messages are going to fire and what the content of those messages will be.  If you need a hand in planning all of this out, set up an Action Plan call and we’ll help you!
An Example Email Marketing Campaigns in the Real Estate Niche
There’s a Done For You Sales Funnel client that we just rolled out.  They’re in the real estate business and we’re working with them on getting seller leads.
What our client wants to do with those seller leads is get in touch with them as quickly as possible because they know that if they don’t – the deal will die on the vine quickly.
So, when somebody signs up as a lead on their website:
They immediately, within five minutes, get assigned as a phone call task to one of the sales reps.  The task is added to the task management piece of the drip campaign.
Then five minutes after that, an email gets sent to the prospect.
30 minutes after that text message gets sent to the prospect.
An hour after that, another task gets added to the sales reps dashboard.
This might sound a bit aggressive, and it is…  But this is a hot lead!  Someone ready to sell their house.
Basically, within the first day, this person is receiving one email, one text, and up to three phone calls.
Drip Campaign Phases
All good email marketing campaigns are broken down into phases, or stages, that help the prospect move through the buying cycle.  This is all part of why you need a sales funnel.
If any of the drip campaign messages above land, they connect with the seller, and the seller schedules a site visit or a home visit.  That campaign is then officially completed – it’s considered satisfied.
That, my friend, is a goal.  (And goals are the topic of our next video!)
Oftentimes, goals are identified when a tag is added or an action is taken inside the contact record.  Perhaps someone buys something or schedules an appointment…  The goal is fired and that that moves the prospect out of one email marketing campaign into the next.
Webinar Email Marketing Campaigns
We’ve also set drip campaigns up when somebody signs up for an automated webinar (or live webinar for that matter).  After the webinar is done, the prospect would receive an email from the Webinar Replay Sequence four hours later.  That email automation campaign would contain the link to the webinar replay. If the prospect doesn’t buy, then 20 hours after that they get the next email. Then a day after that they get the next email.
… And you can marry text messages and phone calls up with that campaign if you want!  After all, it’s just another type of message.
Now there’s some cool stuff you can do in campaigns. You have your messages and you have your delays. Those are the two big pieces.
You can also add logic.
Email Marketing Logic
With logic, you can take action on a yes or no answer.
If your prospect does THIS, add a tag.  If they do THAT, add a different tag.  And in adding a tag, you can fire off the next email marketing campaign!
A great example is from an ad management manufacturing client of ours. He calls this email marketing campaign a “Proposal Feedback Loop.”  Basically what he had us build into Axis was the ability to send a proposal to his customers that either gets accepted or rejected.
His customers get an email every day, on autopilot, with the link to the proposal in it.  The copy in the email is written to get to one of two answers – yes or no.
If they hit the YES button, then route the lead to the sales rep.
If they hit the NO button, send them to a survey asking them why they didn’t like the proposal. Was it 20% too high, 30% too high, 50% too high, whatever…  Then, our client has a better idea of what they can do in their future to service this particular customer.
Email Marketing Campaigns That Get Results
Lots of really cool stuff you can do in campaigns as they’re built. Messages, delays, task management, logic.
We’re constantly adding stuff into Axis as we see it work for clients and as we’re asked to build custom.
If you want to talk about email campaign structure, what your outbound marketing play is, or if you just want us to dive in and build a campaign for your business…  Fill out this short form and book an action plan call with us.
We’re happy to brainstorm and put together an action plan for you!
GSDdaily Episode 24
Today, we are going to talk about email marketing campaigns. It was funny, my son is watching TV right out there and he was like, “What are you doing?” I’m like, “Working.” “What are you doing?” I’m like, “I’m going to talk to my computer.” It’s what I do every morning at 10 o’clock, I talk to my computer. All right, so this session is email marketing campaigns, sequencing, and automation that converts. This is email marketing week and basically what we’ve been doing… Shut my door there. [inaudible 00:00:49] Sebastian decides he wants to bang stuff around.
Basically, this week has been entirely about email marketing. On Monday, we talked about email, basically working with email lists, the software for email lists, CRMs, marketing automation, the whole deal. And then we talked about list building and lead magnets on Tuesday. And then… Water? Is right there, yeah. You can take it out there. Okay. And then Wednesday, we talked about email copy and today we’re going to talk about sequencing. Email copy and sequencing kind of go hand in hand. Email copy is really about sending emails that get opens, that get clicks, the whole deal. When you send an email, you want that email to do something.
You want somebody, the reader, to do something. Click go over to a blog post, to watch a video, buy something, sign up for a webinar, the whole deal. Now, an email marketing campaign, when you think about it, is a collection of emails. Oftentimes one email isn’t enough to get somebody to do the thing you want them to do. You need to send two emails or three emails or four emails. And right now, there is more people opening and reading email than there was a month ago. Open rates and we send a lot of email inside of our CRM and then also for clients on behalf of clients and for ourselves, and we’ve seen 7, 8, 9% better open rate across the board with all of our clients’ email marketing campaigns and with all of our campaigns.
The nice thing about right now is people are engaging with email more, which means email is more effective. It also means that business owners who have an email list are able to pivot faster. They’re able to pivot better in launching new products and launching new services because they have distribution, they have an email list. Today what we’re going to talk about, we’re going to go through email marketing campaigns and I have a number of blog posts that I wrote quite a while ago. We’re going to kind of dig through those a little bit. And then I also have a little presentation. I have created a lot of content around email marketing over the years because of our CRM, because of the software that we’ve generated and created.
What we’re going to do is I’m going to go through a short little presentation that talks about the buyer journey and how people end up moving through your sequences, how they move through your campaigns and how all of that should be automated. And then we’re going to go through some examples of these email marketing campaigns and we’re going to go that way. Let me switch. I’m going to share a different screen. We’re going to go here. All right. And there we go. All right. Email marketing campaigns, sequencing, and automation that converts. By automating email marketing campaigns, what you’re doing is you’re influencing the buyer life cycle. Now it isn’t necessarily just somebody who comes to your website and they either buy or they don’t.
Now what we’re doing is we’re able to send emails based on their visit sometimes using email retargeting. You can do even some retargeting through postcards. You have that additional kind of automated marketing campaign. And then, of course, you have the retargeting ads, but what you’re doing is you’re reaching out to all the people who leave and trying to influence them into your products and services. Email marketing campaigns also let you engage with the buyer after they are opt-in.
I’ve said this many, many, many times. A prospect is never ever, ever, ever more engaged than the second they opt-in. The second after they are opt-in. They opt-in on your landing page. They flip over to that confirmation page, whatever you put there as an offer is going to double in terms of conversion because people are just super engaged the second after they opt-in for something.
They’re waiting, they’re expecting something to be there for them to consume. It might be the PDF that they opted in, but ideally what you want to do is you want to email that PDF to their email inbox and use that opportunity to move them into a webinar, to move them into an offer, to do some sort of a low-end kind of tripwire thing. But the person, the prospect has never more engaged than they are in that second. Email marketing also lets you bond more effectively with your prospects. And this part is super, super important because people don’t… A good conversion rate on a sales page, 2%, 3%, depending. That means 98%, 97% of the people who hit your website, hit your sales pages, they’re not going to buy from you the first time out.
If you can get them onto an email list and then market to them over time, then they’re going to know and trust you. You’re going to be able to bond with them. And email marketing campaigns let you do that because you’re sending them blog posts, you’re sending them videos, you’re sending them live streams, you’re sending them all of the material that you’re creating to grow your business, grow your brand, the whole thing. But you’re also using it to bond with them. And they’re growing in that relationship as they go. Email marketing campaigns help in that manner and it can all be automated, and so it can trigger based on if they open this email, they get this email. It’s really nice in terms of just giving them exactly what they want.
The fourth point is, you can promote the right product at the right time. So last week, we talked about the survey segmentation last Friday. In our Livestream, we talked about survey segmentation, putting people in buckets and then sending them an email. This is kind of a continuation of that because the email that goes out based on how they answer a survey is going to be predetermined by the things they’re interested in. If somebody comes through your marketing funnel and they are interested in, let’s say, HIIT workouts, so they’re interested in HITT workouts and then for the next two weeks you can send them HIIT workouts, high-intensity interval training type of workouts.
And you know that they’re going to be into it because they told you they were into it, but all of that can be automated in the email marketing campaign. It ends up being a super nice way of just automating processes. You can also work with abandonments. The cart abandonment on an order form is typically like 70, 80%, which means you can reclaim up to 70 or 80% of your sales or of your possible sales by putting email marketing campaigns in place. And then you can also re-engage death leads. People who haven’t opened an email in 30 days or 60 days or whatever, typically you can send them through a re-engagement campaign and then pull them back into your process.
In understanding the buyer life cycle, there are five different buckets before they actually buy something from you. The first is they’re brand new to you. They’re brand new, they’re just becoming aware of you, they just signed up for your lead magnet. They’re just learning about you. The second kind of stage is they’re on your email list, but they’re still not really sure what you do or whether your stuff is worthwhile or not. They kind of know that you know what the hell you’re talking about, but they’re not in it yet. They haven’t decided but they’re loosely interested. Then the third step is they’ve opened a few emails, they kind of feel like they’re getting to know you, they like you, they trust you, and now they just kind of need to see some offers.
And they need to see what you’re working on. Is it a product, is a service, whatever. The fourth stage, they’ve watched the sales video and they’ve left without buying for whatever reason. Now, they’re getting warm, so they’re approaching a deal. Then the fifth stage is they’ve clicked an add to cart button and they didn’t complete the order. They hit the button, they went to the order form, they didn’t have their credit, whatever, and they didn’t end up processing the order. They either buy or they don’t. And really this is were most kind of marketers and business owners leave it. They kind of front-load everything so that everything is based around this inbound marketing piece.
But then once it gets to the rubber meets the road, this person is on the fence and they’re just waiting for you or somebody to push them over the edge and buy something, and then they’re going to be a hyper buyer with you. This is really where most marketers and business owners just kind of sit back and let it play out. They assume that if somebody didn’t buy, it’s because they didn’t want the product, they didn’t want the service. When they aren’t right for the offer, they didn’t want the product bad enough to pull out their wallet or the sales copy didn’t quite do enough to sell it or they need to add bonuses, or they need to redesign the page or whatever. When what really happened was the new prospect doesn’t know you or your company well enough to place an order.
They haven’t bonded with you that well yet, or they didn’t have time to go through the whole sales video or to try to understand the offer. This is kind of where the price and complexity thing comes in play. The higher the price, the higher complexity, the more the different things you need to do in order to work through the sales funnel. A low ticket, low complexity offer, it’s going to be great for a sales video. An upper ticket or higher ticket, higher complexity offer is going to need a sales to call like an automated webinar or a sales call. It’s all part of this automation piece. Or they didn’t have their credit card on them. I mean, maybe the credit card was at home or at the office or whatever.
Or they wanted to think about it or sleep on it and see if it really was a good idea. I mean, there are lots of reasons why people don’t buy it. Now, I mean my son just walked in here three times while we started this thing and it’s like, okay. It’s always jarring. If you’re just taken out of your element now, especially with the pandemic, it’s like everybody’s just kind of in a funk. There’s some of that at play.
A notification comes in or they feel like they needed to be checking the news or whatever. There’s a lot of external factors that come into the purchase or non-purchase decision that you have no control over. Now, let’s kind of put this thinking into action. We talked about buyer stages, talked about pieces of the buyer journey and as they relate to email and how you can kind of correspond with some email marketing campaigns for it.
Now, after you get the new lead you, you want to deliver that lead magnet through email, then you want to present an offer of some kind and you want to pay attention to what they’re doing. We use a piece of software called Inspectlet for this, I-N-S-P-E-C-T-L-E-T.com. You can read it on the screen. But basically it records the screen of somebody who is going through your funnel. Another one is Hotjar, a great piece of software. And if they escalate, they go through the buying process and then they can go through your upsells, you want to track them through the process. If they buy or sign up, then you’ve accomplished your mission. You have a new buyer in your mix.
Now, here’s kind of the steps as they play out. We don’t really do a lot of image ads anymore. This is kind of how we ended up putting stuff like this together. Step one is you want to build trust. And how we build trust is we don’t go over directly. Usually, we have a couple of email marketing campaigns that are running really cheap cold traffic leads right now. But typically, you want to send them to a blog post or an advertorial or video or some piece of content that is going to give value without necessarily detracting from value. And I think next week we’re going to do a full week on Facebook ads for this so we can put this together, learn how to do Facebook videos, the whole deal.
Step One: Build Trust
Step one is you want to build trust and this is just an image ad with just an ad. And then that image ad goes to this blog post. Notice we have the same images, so the same images in both scenarios. They go to this page and then there’s a blog post. And the blog post has sub-headlines, there’s a couple of calls to action in there with links and you know what else. Banner on the upper right-hand side, more posts. It is an engagement piece, something that they can just read. They don’t have to do anything, they don’t have to take any action. They can back up, go back to Facebook and whatever. The point is that our email marketing campaigns have already started because now they’re on our retargeting list.
Now whether it’s with AdRoll, whether it’s on Facebook, whatever, we’ve placed the pics where we’re able to get back in front of them with our second ad, which is this, there it is.
Step Two: Get the Lead
In this process is we want to get the lead. They know who we are, what the offer is. They don’t and they don’t know what the offer is, but they know in general what we do. They’ve seen a blog post and now we’re trying to get them back to an opt-in form, a lead magnet form so that they can give us their email address, and that’s what this is doing. This is a free workshop, or it can be a free report or lead magnet or whatever, all the stuff we talked about on Tuesday.
It takes them to a landing page, this landing page. You’ve seen it before because it is one of our best converting landing page styles. We’ve got a text on the left, an image button on the rights, two-step opt-in. They enter their email address here and then we’ve got their email. At this point, we can start bonding and promoting products to them so we can start moving them through some of our processes. We send them the lead magnet fulfillment email, which is, hey, thanks so much for downloading this. Here’s the link to your thing. And then pay attention to your email over the next couple of days.
Goal number one is to get them the lead magnet, the thing they just downloaded. We can also pre-frame the rest of what we need them to do, which is there’s a webinar here, there’s a sales video here, there’s a product, there are blog posts. But you don’t want to jump into deep too earlier so else you can scare them off. It’s like you can’t walk up to a girl and propose to her and then hope that she’s going to say yes. It’s just not going to work that way, but you want to warm up. Do you know what I mean? My wife’s probably watching this laughing right now because it took us 13 years to get married. It was fucking funny.
Step Three: Present an Offer
All right, so step number three is we want to present an offer. After they are opt-in, they get the lead magnet and then step three is we present an offer. The offer itself, we’ve got a headline, we’ve got the video and then an add to cart button below it. Chelsea just laughed, this is my wife. We want to present an offer in step number three. Now here, basically what we’re doing is whether it’s a sales video, whether it’s a full-motion sales video, we want to get that first purchase. In this particular case, it’s a free trial, free 14-day trial for a piece of software. In other cases, it’s a free plus shipping offer for a book, or a $37 digital product, or a 495 digital product, or whatever.
But this is all kind of low-end stuff and what we’re doing is we’re trying to pick off sales at this point, pick off buyers. And once that happens, then we can March them through an upsell path. And if they don’t buy this, which most people don’t, I mean 95, 96% of people don’t buy this offer. Then what we want to do is we want to send them emails to bring them back here. That’s where the email marketing campaigns come in. That’s where the automation comes in and the sequencing comes in because we want to bring them back to this point, have them click the add to cart button, and then move them into the next space. At this point, they either continue signing up or they don’t. They’re at the sales page and they either hit the button or they don’t.
If they don’t, they get product promo emails. If they do, they hit the add to cart. They leave, they get the shopping cart abandonment sequence and they’re removed from the product emails. Basically, send them product emails until they add them to the cart. Then once they add to the cart, we remove them from the promo emails, and then we send them a shopping cart abandonment sequence. We’re stepping them up through the email marketing campaigns to get them into what we need them to at the time we need them to do it. Once they get the shopping cart abandonment sequences and they pull the trigger, they are a new member, then we remove them from all prospect lists unless there’s something else that they’re going to be ascending to. Unless there’s something that they’re going to move to.
And you can also mail them upsell offers. For this campaign, there are some services on the backside. Some of those services and stuff can play out. That’s what email marketing campaigns are really meant to move you through, move a prospect through the buyer journey, understanding that they are going to drop off at some point.
That’s what the email marketing campaigns are 100% all about. Let’s talk about some jumping-off points here. For folks who didn’t buy, you want to make sure that you send them a download link, you want to make sure that they’ve got a way to get back to the sales page. Confirmation pages, a lot of times are hidden so what we’ll do is we’ll end up kind of lopping off the front side of that sales video, which is, hey, thanks so much for downloading the report.
We’ll take the first 30, 45 seconds off and then it just becomes a standalone sales page that you can throw anywhere in your site. That works out nice. You want to make sure to include language on bonuses or discounts if you’re going to offer those. And then you really want to promote that first offer for three or four days. Don’t assume that one email is going to be enough. Most people don’t open their first email. That’s accurate actually. 50, 55, 60% of people open that first lead magnet download email. The other 40% won’t, even though they just opted in for it, they just won’t. Sometimes it’s 70%. Literally, you want to engage them as quickly as possible on that page. I mean, full pattern or up style, you know what I mean.
But after that, you promote the offer for three or four days, if they pull the trigger, awesome, they are in the rest of your sequence. If they don’t, send them bonding emails and eventually try to pull them back into that. That’s how you would end up working email marketing campaigns from that front. If you have any questions on this presentation stuff, we’re going to kick through some blog posts and kind of talk about how it all plays out from a sequencing standpoint too. All right, we good? All right, cool. I’m going to stop sharing that presentation. That presentation has literally been waiting in the wings for four years. I wrote that and performed that a really long time ago. I can’t believe I remembered having it.
This page we’re streaming live on right now, so I’m not going to hit play. For all your content marketing junkies out there. Basically what I did was, I found this old blog post that was already optimized for the keyword phrase, email marketing campaigns and I dropped my new GSD Daily on this page. I’m going to grab the transcript and then I’m going to paste it all the way down here at the bottom of this content. This is broke, whatever. As I said, it’s old, which is going to add about 4,500 words with the keyword phrase, email marketing campaigns all through it. We’re going to be ranking like crazy for this keyword phrase to these old blog posts.
We talked about what makes up an email marketing campaign, setting up a successful drip campaign. We kind of covered on Monday, but just as a quick recap, what you want to do is you want to use a piece of software like Convert or Drip or ActiveCampaign or Hours, which is the access you want to basically drip these emails out based on what somebody does on your website. So what they buy, what they opt-in for, and all of those are triggered. If somebody opts in for a lead magnet, like what we talked about, if they opt-in for a lead magnet, then they’re able to receive the emails, getting them their lead magnet and then moving through the product promotional sequence.
Drip campaign phases, we talked about. Webinar email marketing campaigns and email marketing logic. I talked a little bit about logic. If you have a prospect, like how we do it in an active campaign, they go to this URL. If they go to the shopping cart abandonment page, that URL, then what we do is we turn on in the shopping cart abandonment sequence and we turn off our product promo sequences. That’s the logic that I’ve referred to here. If they go through and they hit a blog post with a certain phrase in the URL, then they’re added into that bucket.
As for us, how we use it is if you go to a blog post that has the phrase, email in it, then you’re put into an email bucket. Your marketing messages are going to be weighted more heavily towards email stuff. Whereas if it goes funnel, it’s going to be weighted more heavily to funnel stuff. That’s how the logic and the triggers end up working out. Some powerful email sequences you can’t afford not to have, so we talked about these. There’s a lot of different ways to kind of cut-up email. You have your email marketing sequences, which is basically anything that’s pre-populated. We always plan for the first 30 days of every client’s. Somebody comes in and we plan the first 30 days worth of client inbound marketing materials.
Usually involves three to four emails on promoting a webinar, six emails on promoting a webinar replay, three to four emails promoting sales videos. They step through those email sequences as they go. That is all pre-populated and that is all written from scratch and custom. They’re RSS email sequences. Every blog has an RSS feed unless you actively turn it off. Every time you publish a blog post, the RSS feed publishes its submits. And then the email marketing camp or the email marketing software will actually take that and send an email out with all of those blog posts in it.
It’s a way of automating your blog posts. The ones that are being sent, which is nice and it works, but you have to be able to format it well in order for it to work. And oftentimes, you’re going to find that not all blog posts are relevant to all people. You might send one to one group and another one to another group, and that’s where the bonding and the nurturing come in, in the play. Then you have your regular broadcasts. Yhat’s like every time I email these live streams out, it’s a broadcast email because I have to create new graphics, I got to create new links and there’s nothing I can pre-populate. I email them as broadcasts every morning.
I pick the audience that those people are going to be mailed to and I write the email, hit send, it’s mailed out as a broadcast. It’s a one-shot deal. I don’t automate it. I will automate the replays of these and throw them into sequences because those links never change. The broadcast is for all the one-off stuff. Transactional emails are anything transactional in nature. So things like order confirmations is a transactional email. Things like password reset emails. They’re usually things you have no control over unless you’re actually building software. So member onboarding emails when somebody signs up for a membership. So there’s lots of this kind of little transactional emails that it’s just important to note that they’re important because they usually get only fire when something good happens.
Well, I guess password changes aren’t really good or bad, but… So there’s that kind of email too. Those you’re going to need to kind of think about and personalize in your marketing mix. And then there are email sequences that are important to just think about and engage with, and when you’re putting together your product promo sequences, there’s a couple in here that I just wanted to highlight. The first is a product sales sequence. Whenever you’re promoting a product, whether it’s a physical product or a digital product, it should usually have three or four emails. They are sent to go out like, email one is day one, email two a day two, and then the last day, send two emails. Always come up with a reason to email them, whether it’s a flash sale or a discount or whatever.
Inside our access CRM, there is a product sales sequence that you can plug into, answer a couple of questions and it will create the emails for you. I think I might need the HTTPS, I’m just throwing it over here in the comments. That’s where the software is. But the email copy, Apple actually copy for you. The ascension sequence is when somebody buys your front end offer and they don’t buy your upsells. When they don’t buy your upsells, you want to bring them back to purchase your upsells and the ascension sequence is going to help you do that.
But basically, if they hit the shopping cart but don’t buy within 30 minutes, then they get three emails. And these are patterned after Amazon. The first email goes out 30 minutes after they don’t buy, the second email is 24 hours after that, the third email is 24 hours after that. What we’re trying to do is to get them to take action on something urgently, like you’re missing out on the discount, maybe that kind of thing. We always use flash sale sequences all the time for a lot of our clients. Basically, if somebody doesn’t buy something the first time out, somebody doesn’t buy your digital course the first time out, then you send them a three email or four email sequence.
And then tomorrow, you send them an email. This is this kind of 80%, buy it in 24 hours. Or buy it at 12 o’clock tonight or whatever. What we’re doing is a timed flash sale countdown and there’s lots of little urgency kind of buying triggers in there that we capitalize on for the flash sale. What this does is it spikes your front-end sales so that you have more people running through the upsell process.
It works out tremendously well. Then we have webinar replay emails, which tend to be some of our best performing emails. The webinar replay emails, it’s a six email sequence. The first two emails promote the webinar replay, the third email promotes the webinar replay and also the offer.
The replay is no more. Then the webinar promotion emails, it’s a four email sequence, they get somebody on to the webinar. You can read about all these. The link for this is in the chatbox, or you can just go sign up for access at our triggers.app and jump in and you can get all these sequences for you and your business right now. That is all I got for you today. I’m going a little bit over. We’re at 10:31. These are informally kind of at 30 minutes. But if you have any questions at all, send me a Facebook message or jump into the DFY funnels group, ask in there. Want to start getting some conversation going in there and if you have anything at all, just let me know, all right? Thanks.
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SaaS Email Marketing Tips That Generate Great Subscription Revenue

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If you thought SaaS email marketing has become a thing of the past, think again. According to statistics – for every $1 spent on email marketing companies the ROI comes out to be $38!
You can see for yourself why email marketing should still be part of your business marketing strategy. But just in case you are unsure of how to utilize the power of email marketing for your business we are going to share some simple tips on the topic.
Let us get straight to the win-win SaaS marketing tips you need to grow your business...
Use the power of words
It is quite obvious that when we are talking about emails we are talking about written content, and, this is what you need to focus on. Creating powerful emails requires more than just using clever words, it requires expertise.
Do not simply go with a predefined template when creating a SaaS email marketing campaign for a new product because it’s a bit too obvious for the readers to figure out. It leaves the impression that you don’t value them because you didn't even take the time to write the email. Instead, try to personalize your email marketing campaigns so that the users feel valued.
Be short, concise, and crisp when drafting your email messages. Rather than putting long stories, stick to what needs to be said in the minimum possible words. Let the email do the magic!
If you’d like help crafting your email copy, make sure you check out Scriptly’s Autoresponder Engine.  There are 28+ complete autoresponder campaigns already loaded up for you there, and you can start for free! With 72 days worth of email messages already inside Scriptly, you will never run out of ideas for your SaaS email marketing campaigns.
Set the frequency right
One of the biggest mistakes businesses make with their SaaS email marketing endeavor is bombarding the customer with the same boring emails, over and over. They shoot out too many emails without any plan or strategy and end up losing the customer forever because they overwhelmed them.
If you don’t want to be part of that league you need to set the frequency of emails right. For instance, sending one email per day is considered to be the best in terms of getting the users to act on the emails.
Therefore, it should be obvious that you need to create the right campaigns and automation that'll fire up your email marketing for SaaS growth, in a way that entices the customer to read them, rather than letting the emails go in the spam folder and then deleting them.
A/B test
One easy way to figure out what has proven to be the best strategy for you in terms of SaaS email strategy and email marketing can be A/B testing different email campaigns. A simple change in the subject line could save you thousands of dollars by increasing the click-through rate.
Test for colors, graphics, subject line content and whatever design elements you can change in order to figure out the right combination of things that work for your SaaS business. After all, at the end of the day it is putting together all these elements of an email that are going to be needed to create an impactful result.
It’s not just about using the right words – you need to stick to the right word length as well; over-lengthy and extensively promotional emails have become obsolete. You need to create actionable emails with minimum content and the right blend of graphics so that it captures the eye of the users. A rule of thumb to stick to is to keep the length of the email under 130 words. This has been tested to be the most effective word count.
P.S. – don’t forget to use the right call to action words in the email to make it enticing.
Follow up
Not following up with customers, but instead assuming they aren't interested, is a huge mistake businesses are making with their email marketing campaigns.
A gentle reminder that you are here to solve their problem can be the best way to swoop them over towards your business. Rather than leaving them in the middle of the sales cycle, continue to follow up with them with different emails that guide them on the sales path.
Keep popping up in their inbox with reasons they should be enticed towards your product/service. This will serve as a reminder that you are there to solve their problem, and you never know when they might turn out to become your most loyal customer.
But by all means, consider the importance of timing when sending follow up emails.
The most successful time is to wait at least 7 days in between emails. But never fear, you can A/B test that as well to see which timeframe works out for your business the best.
Automate
Ready to walk the extra mile? Use email marketing automation to put your follow up emails and drip campaigns on autopilot.
Effective email marketing for SaaS companies is all about sending the right message to the right person at the right time.
With the right email marketing automation software, not only can you do email marketing for SaaS companies 24/7 without having a dedicated person to do it, but also you can customize your email blasts to take into account the customer segment or stage of the buyer's journey.
If you’d like a hand in getting an automated email campaign or a sales funnel set up, schedule a call and we can work through it!
Proofread thoroughly
Poorly written content leaves the worst impression; it shows your lack of commitment towards the customer. That is NOT the impression you want to leave.
This is the reason you need to make it a point that the email is thoroughly proof-read before it is being sent to the customers. You cannot afford to make any silly grammatical or logical errors in the content of the email; you cannot afford to leave a bad impression.
At the end of the day, it’s all about making a spectacular first impression. You cannot expect an email with mistakes in it to make a good impression, but you can bet on it driving potential customers away.
Keep experimenting
Simply put, email marketing is all about trying to come up with new ways to garner more sales. In order to achieve optimal sales with email marketing, it is imperative to keep coming up with innovative ways and new email marketing ideas to wow your customers.
Continue to experiment and you may find that idea which might prove to be the best time and resource investment you could ever make. After all, it is only by experimenting with different styles that you will be able to find the right combination that works best for you.
Before you go, remember that…
Remember, there are more than 2 billion active email users throughout the world, a large chunk of which may already be interested in your niche. By using the power of words and creating an impactful email marketing strategy for your SaaS business, you can eventually sell your product efficiently, entice potential customers and take your business sales to the next level.
But for that to happen, you need to focus on email marketing as your go-to option. Are you ready to do that? If the answer is a yes (and there is no reason for it to be anything else), then get going with the creation of content; write your emails in a way that you will make the customer fall in love with your SaaS business!
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Video transcript:
Today I want to talk about email marketing tips for SAAS businesses or email marketing strategies for SAAS businesses.
Now, SAAS is a very different animal than what a lot of people realize. And we have launched six SAAS offers for ourselves internally, and then we've launched many for clients.
It's just a different wheelhouse than digital products or coaching offers or consulting.
The business model in digital products, coaching, consulting, all of that is basically you're selling promises, you're selling features and benefits.
When someone is buying this course, joining a coaching program, signing up for this mastermind, they are going to be able to transform their life into x, y, and z.
With SAAS. you're basically selling solutions.
So the solution, therefore, is you're able to do this faster, cheaper, quicker, you know, less, with less headaches, you know. So you're selling those features and benefits you're not you're not necessarily selling or promising those end results, what you're selling access is what you're selling.
So your email, just these, these take on a different tone. I mean, depending on what you're selling, you're you're using an automated webinar, you're using demo calls, you're using, you know, sales pages that have a 14 day free trial or a seven day free trial, you might be selling annual.
So there's a lot of different ways that you can go about selling, you know, but the language that you're going to use in email marketing, you want to always step them through the funnel, step them through your funnel. So when you know everything is kind of getting them to take that next action.
They hit your website, then they opt-in for a demo, they opt-in for a free report, they're becoming a lead. And the only thing you get is their email address. So what the next action that we want them to do, we want them to then take a step, take the next step with our company, we want them to show up to book a call, you know, in our calendar, we want them to apply to become a member or a customer, all of the email needs to be geared towards those things.
We want them to take the next step, once they sign up for the demo call and actually attend the demo.
Then we want you know, the email messages to reflect actually becoming, you know, a paid customer after the 14 day trial after the 30 day trial, whatever, you know, or if they are, you know, they're in the software, they're in the platform.
We want to send them videos and send them reminders and send them training and tutorials on how to get the most out of the software online. on, you know, all of the onboarding things that they need to be aware of, in order to, you know, take make best use of the software.
The interesting thing was asked to is because it's a monthly business model, usually your email should be coinciding with their rebuilds, you know, so you need to deliver some serious value.
If you have a 14 day trial, you need to deliver serious value on day 12. And day 13. You know, so because they're opening their email, they might be logging in.
They know, they probably have written it down in their calendar when the trial is up, and they've probably written down in their calendar when their first rebill is going to be a couple days before. If you notice, if you like, questioned the support department. You almost every single SAAS company we've worked with about 28 days into the rebuild two days, two days before the rebuild. Except to go, then they get a flurry of unsubscribe on subscription requests or cancel requests.
It doesn't seem like that because everybody's rebuilding it a different day. But when you actually look at it, you know, everybody is always dropping off, you know, with two days or one day left of the rebill. So in, you know, I don't, in my calendar, have recurring reminders of when I'm going to get billed for things, but I know a lot of customers do that.
So give value whenever you're about to rebuild them. Some of the other you know, some of the other ideas, thoughts, split test, your email split test your subject lines, the biggest, the biggest driver of email is the subject lines themselves.
So you want to make sure that those so you're split-testing subject lines, they're opening those subject lines, you want to have good solid follow up campaigns whenever we work with a client, we always pre-plan the first 30 days of email that's going to go out to a client, depending on what they do, you know, so how do we get them to go from a prospect to like a demo lead to a paying buyer?
And then how do we keep them, you know, in the mix long term, so it's something you're going to want to think about.
Automation is also something you're going to want to do. One of the best ways to automate is is based on URL pageviews.
So if somebody goes to a page, like let's say they log into your software dashboard, well, then they should be removed from all prospect campaigns and put into your onboarding campaign immediately. You know, or if they sign up as a member, if they sign up for a coach for a call, you want to remove them from all prospect oriented campaigns because they've progressed past that level.
So always think of the hierarchy that is sales in your email. You want to proofread emails I mean that's I make all kinds of mistakes with my emails but whatever and then make sure you keep experimenting, you know so those are some of the quick tips on in quick sales psychology and strategy you know things when it comes to email marketing for SAAS platforms.
If you have any questions at all go to https://doneforyou.com/start/, fill out that little form, schedule a call with me and I'd be happy to go through and put together an action plan on your you know, for your business, and I'll talk to you soon.
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