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From Social to Close
A Repeatable B2B Social Sales Funnel

Chad McCaffrey @cjkmccaffrey chad@postbeyond.com

1
Agenda
• 

What is Social Selling?

• 

Content Marketing: The Foundation

• 

The 4 C’s of Content Marketing

• 

The Challenge: Buyer 2.0

• 

Social Sales Funnel Defined

• 

Social Tactics

• 

Tool Chest

• 

Q&A

2
What is Social Selling?
Social Selling is simply augmenting your current
sales process to include specific modern social
media tools & tactics.

3
The Challenge: Buyer 2.0
Buyer 2.0 relies heavily on search engines and social
media when making any purchasing decisions.

4
Content Marketing
The Foundation

5
The 4 C’s of Content Marketing
•  Consumption
•  Curation
•  Creation
•  Connection
6
the Social Sales Funnel Defined
“Nobody wants to get pitchslapped”
- Ron Tite

The Tite Group
1.  Soft engagement
2.  Direct engagement
3.  Pitch
4.  Close $$$

7
Social Sales Funnel Defined
Soft Engagement
•  Twitter
•  Quora
•  Linkedin Groups

8
Social Sales Funnel Defined
Direct Engagement
•  Linkedin
•  Email
•  phone

9
Social Sales Funnel Defined
Pitch
•  Online Meeting
•  Web Demo
•  In Person Meeting

Close $$$$
10
Social Tactics
Social Proximity
•  Utilizing social connections in your network. Actively
growing your network increases social proximity to a
prospective buyers. Leads to quick referrals or
introductions.
•  LinkedIn is an amazing tool for allowing you to see which
connections you have in a company and empowers you to find
out which decision makers or potential champions you can
leverage.

11
Social Tactics
Social Listening
• 

Act of listening to conversations taking place on social media,
and looking for opportunities to participate and engage with
potential customers and prospects.

•  Twitter Lists, Hash-tags, Advanced Graph Searches

12
Social Tactics
Social Surrounding
• 

Socially surrounding your prospect involves having a 360
degree view of the individual both professionally and
personally.

• 

This is when true relationships can form and the best selling
conversations take place.

• 

Mine for information and context you can use to initiate a
valuable touch point or engagement.

13
Tool Chest

14
Thank you! Q&A
Chad McCaffrey

Director, Strategy & Corporate Development
PostBeyond
1075 Queen St E. Toronto, ON
Canada M4M1K3
•  tel. 416.560.5481
•  email. chad@postbeyond.com
•  web. www.postbeyond.com

15

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From Social to Close: Repeatable Social Sales Funnel

  • 1. From Social to Close A Repeatable B2B Social Sales Funnel Chad McCaffrey @cjkmccaffrey chad@postbeyond.com 1
  • 2. Agenda •  What is Social Selling? •  Content Marketing: The Foundation •  The 4 C’s of Content Marketing •  The Challenge: Buyer 2.0 •  Social Sales Funnel Defined •  Social Tactics •  Tool Chest •  Q&A 2
  • 3. What is Social Selling? Social Selling is simply augmenting your current sales process to include specific modern social media tools & tactics. 3
  • 4. The Challenge: Buyer 2.0 Buyer 2.0 relies heavily on search engines and social media when making any purchasing decisions. 4
  • 6. The 4 C’s of Content Marketing •  Consumption •  Curation •  Creation •  Connection 6
  • 7. the Social Sales Funnel Defined “Nobody wants to get pitchslapped” - Ron Tite The Tite Group 1.  Soft engagement 2.  Direct engagement 3.  Pitch 4.  Close $$$ 7
  • 8. Social Sales Funnel Defined Soft Engagement •  Twitter •  Quora •  Linkedin Groups 8
  • 9. Social Sales Funnel Defined Direct Engagement •  Linkedin •  Email •  phone 9
  • 10. Social Sales Funnel Defined Pitch •  Online Meeting •  Web Demo •  In Person Meeting Close $$$$ 10
  • 11. Social Tactics Social Proximity •  Utilizing social connections in your network. Actively growing your network increases social proximity to a prospective buyers. Leads to quick referrals or introductions. •  LinkedIn is an amazing tool for allowing you to see which connections you have in a company and empowers you to find out which decision makers or potential champions you can leverage. 11
  • 12. Social Tactics Social Listening •  Act of listening to conversations taking place on social media, and looking for opportunities to participate and engage with potential customers and prospects. •  Twitter Lists, Hash-tags, Advanced Graph Searches 12
  • 13. Social Tactics Social Surrounding •  Socially surrounding your prospect involves having a 360 degree view of the individual both professionally and personally. •  This is when true relationships can form and the best selling conversations take place. •  Mine for information and context you can use to initiate a valuable touch point or engagement. 13
  • 15. Thank you! Q&A Chad McCaffrey Director, Strategy & Corporate Development PostBeyond 1075 Queen St E. Toronto, ON Canada M4M1K3 •  tel. 416.560.5481 •  email. chad@postbeyond.com •  web. www.postbeyond.com 15