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How To Create a Successful
  Marketing Plan


              Presented by Tyler Garns
              Director of Marketing, Infusionsoft




@tylergarns
Housekeeping
      A/V Check
      You’re all on mute
      Ask questions through GoToWebinar - I’ll handle them
      at the end
      Feel free to tweet if you like our content
      This will not be a demo of Infusionsoft - please visit
      http://www.infusionsoft.com
      There will be an opportunity to get Infusionsoft at a
      significant discount - details at the end
@tylergarns
Marketing resources are
   great...




@tylergarns
The Basics
      Define your target      Figure out where your
                             target hangs out
         Who are your best
         customers?          Advertise with the right
                             message to the right
      Craft your message
                             people
         What do your best
                             Fuel “WOM” referrals
         customers want?
      Test your message


@tylergarns
What’s your dream?



@tylergarns
You need to read these
   books & others in order to...
      Get a good understanding of how to define your target
      market
      How to develop a message specific to your target
      market
      How to use different media: website, direct mail, etc.
      How to leverage traditional marketing techniques
      To learn tried to true marketing methods

@tylergarns
BUT...
   they all fall short of giving you the big picture
   because...




@tylergarns
They all focus on...



TRAFFIC
@tylergarns
You hear it all day long
      You should blog            You should advertising
                                 on the radio
      You should be on
      Facebook                   Do something
                                 outrageous to get PR
      You should be on Twitter
                                 Create a cool video &
      You should do some
                                 put it on YouTube
      SEO
                                 On, & on, & on...
      You should do PPC
      advertising

@tylergarns
It’s time to cut through the



 HYPE!
@tylergarns
Marketing
       Customer Service
         Starts Here

@tylergarns
All the efforts of your
   company should



                   AMPLIFY
                    your marketing message


@tylergarns
Build the Strategy First
   Then Find Tactics & Tools That Accomplish The
   Strategy
@tylergarns
Holes In Your Business
      Hole #1: Lost Traffic
         Ask yourself: How
         much traffic came to
         my site today and left
         without me capturing
         their info? How will I
         ever follow up with
         them again?



@tylergarns
Holes In Your Business
      Hole #2: Lost Leads
      Usually 10% of leads are
      HOT - we convert those
      What about the rest?
      What about the people
      who aren’t ready to buy
      now?



@tylergarns
Did You Know?
                    How many
                    leads each
                     month are
                     labeled as
                     “bad” and
                   dumped into
                      hole #2?




@tylergarns
Holes In Your Business
      Hole #3: Lost
      Customers
      You lose 68% of
      customers because of
      INDIFFERENCE*
      Are your customers
      buying more?
      Are they referring?

@tylergarns   *According to a study conducted by the Technical Assistance Research Project in Washington D.C
Poll: How much more
   revenue?
      $1,000
      $5,000
      $10,000
      $25,000+




@tylergarns
Holes in your funnel are a
   result of focusing on tools &
   tactics (getting traffic) - while
   ignoring strategy


@tylergarns
Framework for Strategy:
The Perfect Customer Lifecycle




@tylergarns
@tylergarns
What are your business
   goals?
      Make more money?
      Spend more time with family & friends?
      Build a Fortune 500 business?
      Retire at 40? or 50? or 60?
      Why did you start this business?
      Write your goals down on the handout


@tylergarns
Traffic Attraction Strategies
      The Internet has taught us:
      Build it, and they will not come!
      Killer Content - Blog Posts, Tools, Videos, etc.
      Social Media
      Partners
      Referrals
      Advertising

@tylergarns
Lead Capture Strategies
      “Sign up for our Newsletter” is NOT a lead capture
      strategy
      Free Report, eBook, etc.
      Access to Video, Audio, Podcast, Premium Content
      (membership site), etc.
      Request a Quote
      Surveys, Polls, Contests & Drawings
      Offers, Coupons, etc.
      Live Event, Webinar, Teleseminar
@tylergarns
Lead Nurture Strategies
      Typical Autoresponder = Robotic - Your Prospects
      Don’t Want to Be Treated Like Robots
      New Lead, Hot Lead Sequence, Cold Lead Sequence
      Long Term Nurture Sequence
      Weekly Newsletter
      New Customer Sequence
      Customer Satisfaction Sequence
      Event Follow Up Sequence (Pre & Post)
@tylergarns
Sales Conversion Strategies
      If you rely solely on your sales reps, you’ll never achieve
      the sales your organization is capable of
      Automate Sales Stage Communications
      New Prospect
      Discovery Info
      Objection Handling
      Supporting Evidence

@tylergarns
WOWing Customer
   Strategies
      Imagine you have only 1 customer - craft the PERFECT
      EXPERIENCE for that customer
      Then Put Systems In Place for Quality Control
      Welcome Sequence (make it personal & relevant)
      Customer Satisfaction Sequence (offer bonus for
      completing)


@tylergarns
Upsell Strategies
      Upsell During Checkout (during sales process - would
      you like fries with that?)
      Post-Purchase Upsell (get ‘em while they’re hot)
      Happy Customer Upsell (post cust. sat. survey)
      Product-Specific Upsell/Refill (automatic ink delivery,
      service package, warranty, etc)
      Product-Specific Cross-Sell (ink -> paper - could be
      partner product/service)

@tylergarns
Referral Strategies


      You & Your Friend Get a Discount
      Free Product/Service If You Refer A Friend
      Referrals Don’t Have To Come From Customers - Use
      Happy Leads To Drive Traffic




@tylergarns
Service Business
       Attract Traffic
       Capture Leads
       Nurture
       Convert Sales
       Deliver & Satisfy
       Upsell
       Referrals
@tylergarns
Heating & Air Conditioning




@tylergarns
@tylergarns
Online Retail
       Attract
       Capture Leads
       Nurture
       Convert Sales
       Deliver & Satisfy
       Upsell
       Referrals
@tylergarns
@tylergarns
What is Infusionsoft?
      If you combined ACT!, 1ShoppingCart, Aweber,
      Salesforce.com, ConstantContact, and Outlook - you
      still wouldn’t have Infusionsoft.
      Infusionsoft is less expensive than adding all those
      thing together, and it has some secret sauce (hint:
      automation) that you can’t get anywhere else.
      #1 Marketing Automation solution for small business,
      used by 7,000+ businesses and many gurus.

@tylergarns
The beauty of the all-in-one
   system




@tylergarns
Who is Infusionsoft for?
      Professional Services:       Other Services:
         Doctors, Lawyers,           Landscaping, House
         Real Estate, Insurance,     Cleaning, A/C
         etc.                        Repair, Pest Control,
                                     Martial Arts, Dance
      Online Retailers
                                   Info Marketers &
         Widgets, Accessories,
                                   Internet Marketers
         Camping Gear, etc.



@tylergarns
Strategy + Tools = Success!



@tylergarns
Quick-Start Bundle
  If you’re maxing out Aweber & 1SC, we help you transition
  We’ll help you build out your unique Marketing Automation Plan
  (M.A.P.)
  2 Campaign Configurations -(custom solution)
  2 Flex Blocks to get help with other things - your choice (we’re
  flexible)
  Weekly mastermind webinars, Online Help Center, Unlimited
  Tech Support
  Services expire 60 days after purchase

@tylergarns
Question: Would you like
   more information about how
   Infusionsoft can help you
   implement your marketing
   strategy?


@tylergarns
Case Studies




@tylergarns
Are you ready?

      Are you ready to finally achieve your goals?
      Are you ready to free yourself from your “job” & build a
      business?
      Are you ready for your marketing to start working for
      YOU instead of you working for your marketing?
      Are you ready to be the next Infusionsoft success
      story?


@tylergarns
Exclusive Webinar Offer
  Quick Start Bundle                        $1,500      $2,000

  Infusionsoft Monthly Subscription            Starting at   $199

  Additional User Accounts                2 Free   $59/month

                               Plus

  Lifetime Upgrades & Unlimited Support              Included

  Secure, Hosted Software w/Daily Backups            Included

  Weekly Webinars, Help Center, Community            Included


@tylergarns
Questions?

   Call: 866.800.0004 Ext. 1
   Offer good today & tomorrow only



@tylergarns

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How To Create a Successful Marketing Plan in 40 Steps

  • 1. How To Create a Successful Marketing Plan Presented by Tyler Garns Director of Marketing, Infusionsoft @tylergarns
  • 2. Housekeeping A/V Check You’re all on mute Ask questions through GoToWebinar - I’ll handle them at the end Feel free to tweet if you like our content This will not be a demo of Infusionsoft - please visit http://www.infusionsoft.com There will be an opportunity to get Infusionsoft at a significant discount - details at the end @tylergarns
  • 3. Marketing resources are great... @tylergarns
  • 4. The Basics Define your target Figure out where your target hangs out Who are your best customers? Advertise with the right message to the right Craft your message people What do your best Fuel “WOM” referrals customers want? Test your message @tylergarns
  • 6. You need to read these books & others in order to... Get a good understanding of how to define your target market How to develop a message specific to your target market How to use different media: website, direct mail, etc. How to leverage traditional marketing techniques To learn tried to true marketing methods @tylergarns
  • 7. BUT... they all fall short of giving you the big picture because... @tylergarns
  • 8. They all focus on... TRAFFIC @tylergarns
  • 9. You hear it all day long You should blog You should advertising on the radio You should be on Facebook Do something outrageous to get PR You should be on Twitter Create a cool video & You should do some put it on YouTube SEO On, & on, & on... You should do PPC advertising @tylergarns
  • 10. It’s time to cut through the HYPE! @tylergarns
  • 11. Marketing Customer Service Starts Here @tylergarns
  • 12. All the efforts of your company should AMPLIFY your marketing message @tylergarns
  • 13. Build the Strategy First Then Find Tactics & Tools That Accomplish The Strategy @tylergarns
  • 14. Holes In Your Business Hole #1: Lost Traffic Ask yourself: How much traffic came to my site today and left without me capturing their info? How will I ever follow up with them again? @tylergarns
  • 15. Holes In Your Business Hole #2: Lost Leads Usually 10% of leads are HOT - we convert those What about the rest? What about the people who aren’t ready to buy now? @tylergarns
  • 16. Did You Know? How many leads each month are labeled as “bad” and dumped into hole #2? @tylergarns
  • 17. Holes In Your Business Hole #3: Lost Customers You lose 68% of customers because of INDIFFERENCE* Are your customers buying more? Are they referring? @tylergarns *According to a study conducted by the Technical Assistance Research Project in Washington D.C
  • 18. Poll: How much more revenue? $1,000 $5,000 $10,000 $25,000+ @tylergarns
  • 19. Holes in your funnel are a result of focusing on tools & tactics (getting traffic) - while ignoring strategy @tylergarns
  • 20. Framework for Strategy: The Perfect Customer Lifecycle @tylergarns
  • 22. What are your business goals? Make more money? Spend more time with family & friends? Build a Fortune 500 business? Retire at 40? or 50? or 60? Why did you start this business? Write your goals down on the handout @tylergarns
  • 23. Traffic Attraction Strategies The Internet has taught us: Build it, and they will not come! Killer Content - Blog Posts, Tools, Videos, etc. Social Media Partners Referrals Advertising @tylergarns
  • 24. Lead Capture Strategies “Sign up for our Newsletter” is NOT a lead capture strategy Free Report, eBook, etc. Access to Video, Audio, Podcast, Premium Content (membership site), etc. Request a Quote Surveys, Polls, Contests & Drawings Offers, Coupons, etc. Live Event, Webinar, Teleseminar @tylergarns
  • 25. Lead Nurture Strategies Typical Autoresponder = Robotic - Your Prospects Don’t Want to Be Treated Like Robots New Lead, Hot Lead Sequence, Cold Lead Sequence Long Term Nurture Sequence Weekly Newsletter New Customer Sequence Customer Satisfaction Sequence Event Follow Up Sequence (Pre & Post) @tylergarns
  • 26. Sales Conversion Strategies If you rely solely on your sales reps, you’ll never achieve the sales your organization is capable of Automate Sales Stage Communications New Prospect Discovery Info Objection Handling Supporting Evidence @tylergarns
  • 27. WOWing Customer Strategies Imagine you have only 1 customer - craft the PERFECT EXPERIENCE for that customer Then Put Systems In Place for Quality Control Welcome Sequence (make it personal & relevant) Customer Satisfaction Sequence (offer bonus for completing) @tylergarns
  • 28. Upsell Strategies Upsell During Checkout (during sales process - would you like fries with that?) Post-Purchase Upsell (get ‘em while they’re hot) Happy Customer Upsell (post cust. sat. survey) Product-Specific Upsell/Refill (automatic ink delivery, service package, warranty, etc) Product-Specific Cross-Sell (ink -> paper - could be partner product/service) @tylergarns
  • 29. Referral Strategies You & Your Friend Get a Discount Free Product/Service If You Refer A Friend Referrals Don’t Have To Come From Customers - Use Happy Leads To Drive Traffic @tylergarns
  • 30. Service Business Attract Traffic Capture Leads Nurture Convert Sales Deliver & Satisfy Upsell Referrals @tylergarns
  • 31. Heating & Air Conditioning @tylergarns
  • 33. Online Retail Attract Capture Leads Nurture Convert Sales Deliver & Satisfy Upsell Referrals @tylergarns
  • 35. What is Infusionsoft? If you combined ACT!, 1ShoppingCart, Aweber, Salesforce.com, ConstantContact, and Outlook - you still wouldn’t have Infusionsoft. Infusionsoft is less expensive than adding all those thing together, and it has some secret sauce (hint: automation) that you can’t get anywhere else. #1 Marketing Automation solution for small business, used by 7,000+ businesses and many gurus. @tylergarns
  • 36. The beauty of the all-in-one system @tylergarns
  • 37. Who is Infusionsoft for? Professional Services: Other Services: Doctors, Lawyers, Landscaping, House Real Estate, Insurance, Cleaning, A/C etc. Repair, Pest Control, Martial Arts, Dance Online Retailers Info Marketers & Widgets, Accessories, Internet Marketers Camping Gear, etc. @tylergarns
  • 38. Strategy + Tools = Success! @tylergarns
  • 39. Quick-Start Bundle If you’re maxing out Aweber & 1SC, we help you transition We’ll help you build out your unique Marketing Automation Plan (M.A.P.) 2 Campaign Configurations -(custom solution) 2 Flex Blocks to get help with other things - your choice (we’re flexible) Weekly mastermind webinars, Online Help Center, Unlimited Tech Support Services expire 60 days after purchase @tylergarns
  • 40. Question: Would you like more information about how Infusionsoft can help you implement your marketing strategy? @tylergarns
  • 42. Are you ready? Are you ready to finally achieve your goals? Are you ready to free yourself from your “job” & build a business? Are you ready for your marketing to start working for YOU instead of you working for your marketing? Are you ready to be the next Infusionsoft success story? @tylergarns
  • 43. Exclusive Webinar Offer Quick Start Bundle $1,500 $2,000 Infusionsoft Monthly Subscription Starting at $199 Additional User Accounts 2 Free $59/month Plus Lifetime Upgrades & Unlimited Support Included Secure, Hosted Software w/Daily Backups Included Weekly Webinars, Help Center, Community Included @tylergarns
  • 44. Questions? Call: 866.800.0004 Ext. 1 Offer good today & tomorrow only @tylergarns