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7 Steps to
Small Business
Marketing Success
Written by John Jantsch




ducttapemarketing.com • facebook.com/ducttapemarketing • twitter.com/ducttape
7 Steps to Small Business Marketing Success
Written by John Jantsch



Practiced effectively, marketing is simply a system.
While this may be hard for some business owners to come grips with, like those who feel that “marketing is a
strange form of creative voodoo thinking,” marketing is not only a system—it may be the most important system
in any business.

To understand how to approach marketing for a business, it may be helpful to understand the Duct Tape
Marketing System definition of marketing. Marketing is getting someone who has a need to know, like and
trust you.

One could argue about what “like” or “trust” is in any given industry, but now more than ever, this definition gets
at the heart of the game.

Here are the 7 core steps that make up the simple, effective, and affordable Duct Tape Marketing System.
Businesses that appreciate and implement this approach to marketing grow in a consistent and predictable
manner.




- John Jantsch
  Duct Tape Marketing
Table of Contents

Step 1: Strategy Before Tactics ............................................................................... 4

Step 2: The Marketing Hourglass ™ ....................................................................... 9

Step 3: Publish Educational Content .................................................................... 12

Step 4: Create a Total Web Presence .................................................................... 15

Step 5: Operate a Lead Generation Trio ................................................................ 17

Step 6: Make Selling a System ............................................................................. 20

Step 7: Living By the Calendar ............................................................................. 23

About Us ............................................................................................................. 25
Step 1                                              “Strategy without tactics is the slowest route to victory.
                                                         Tactics without strategy is the noise before defeat.”
                                                                                                     – Sun Tzu
Strategy Before Tactics


Step 1: Strategy Before Tactics          Small businesses always want to grab the idea of the week. And
                                         small business owners are absolutely the worst at this because
Step 2: The Marketing Hourglass ™
                                         they’re doing a hundred things.
Step 3: Publish Educational Content
                                         So the shiny object that makes the most noise this week is now the
Step 4: Create a Total Web Presence
                                         marketing plan. The thing is, if a business owner gets the strategy
Step 5: Operate a Lead Generation Trio   part right in marketing, he or she can surround it with just about
                                         any set of tactics that are performed and measured consistently.
Step 6: Make Selling a System
                                         That’s how important the strategy piece is.
Step 7: Living By the Calendar
                                         There are two very significant components to getting a marketing
                                         strategy down for a business: to narrow focus down to an ideal
                                         client, and to find some way to clearly differentiate one’s business.

                                         Now those may not sound like earth-shattering ideas, but most
                                         businesses don’t think about them as thoroughly as they should.


                                         Part One: Define the Ideal Client
                                         Many small businesses try to be all things to all people and find it
                                         hard to really focus or succeed at serving narrowly defined market
                                         segments. Small businesses don’t necessarily intend to be all things;
                                         it just sort of happens from a lack of focus and a prospect on the
                                         phone asking for some help in an area that’s not really the business’
                                         thing.

                                         While it may seem like growth to take on a new customer, if that
                                         customer isn’t a good fit, it can actually stunt real growth. In some
                                         cases, trying to work with customers who are not ideal clients
                                         can lead to such a bad experience for both your business and the
                                         customer that you actually create vocal detractors for your business.

                                         Most businesses are best suited to serve a narrowly defined market
                                         segment – a sweet spot. This doesn’t mean the sweet spot won’t
                                         grow, evolve and change altogether over time, but at any given time
                                         there exists a set, ideal client for most businesses.
Step 1                                               “Strategy without tactics is the slowest route to victory.
                                               Tactics without strategy is the noise before defeat.” – Sun Tzu

Strategy before Tactics


Step 1: Strategy Before Tactics          The trick is to discover what that ideal client looks like in the most
                                         specific way possible, and then build an entire marketing strategy
Step 2: The Marketing Hourglass ™
                                         around attracting more of these.
Step 3: Publish Educational Content
                                         For some, an ideal client might simply be a subset of people who
Step 4: Create a Total Web Presence
                                         can afford what you offer. For others, the ideal client might be
Step 5: Operate a Lead Generation Trio   comprised of six to eight long-term clients. In the latter, a company
                                         is probably better off working with people who are a perfect fit or
Step 6: Make Selling a System
                                         life may get miserable.
Step 7: Living By the Calendar
                                         A perfect fit may mean that the customer has the kind of need your
                                         company can really help with, but it also might mean the client
                                         values your unique approach and treats your staff with the respect
                                         the relationship deserves. A multiple red flag client, taken because
                                         they said they can pay, will suck the life out of a small business
                                         faster than almost any other dynamic.

                                         A less than ideal client can also come in the form of a person with
                                         whom a company would love to work, but they just don’t really
                                         have the need that matches what the business does best. Think of a
                                         good friend or relative who works for an organization that’s not a
                                         good fit, or buddy at your golf club who has a company you would
                                         like to help, but doesn’t have the resources.

                                         The 5 steps below, applied to a current client base and worked in
                                         order, will tell small businesses more about their true ideal client
                                         than any marketing class or book ever will.

                                                1) Find your most profitable clients.
                                                2) From the above group, identify those that refer.
                                                3) From that even smaller group, find common
                                                   demographic characteristics
                                                4) Take the time now to understand the behavior that
                                                   makes them ideal.
                                                5) Draw a fully developed biographical sketch to use as a
                                                   marketing guide.
Step 1                                               “Strategy without tactics is the slowest route to victory.
                                               Tactics without strategy is the noise before defeat.” – Sun Tzu

Strategy Before Tactics


Step 1: Strategy Before Tactics          Part Two: Differentiate the Business
Step 2: The Marketing Hourglass ™
                                         Small businesses absolutely must find or create, as part of their
Step 3: Publish Educational Content      strategy, a way to differentiate their business from all the other
                                         businesses that claim to do the same thing.
Step 4: Create a Total Web Presence

Step 5: Operate a Lead Generation Trio   This isn’t necessarily a new concept, but it’s one of the hardest to
                                         get businesses to actually do. Everyone wants to think what they
Step 6: Make Selling a System
                                         do is so unique. Unfortunately, in most cases, it’s something that
Step 7: Living By the Calendar           everyone either can or does claim as well.

                                         Here’s a good way to get a sense of this idea. Cut and paste the first
                                         paragraph of your top five competitors’ websites, blacking out all
                                         references to names, and then pass the document around the office
                                         to see if anyone can recognize which company each paragraph
                                         belongs to. Chances are, the descriptions will be nearly impossible
                                         to tell apart.

                                         One of the most effective bits of research you can conduct to
                                         help find what really sets your organization apart is to sit down
                                         and interview a handful of your best customers. Ask them these
                                         questions:

                                                - What made you decide to hire us?
                                                - What’s one thing we do better than others like us?
                                                - What’s one thing we could do better?
                                                - Would you refer us or do you refer us?
                                                - If you would refer us, what would you say?

                                         If your customer simply tells you that you provide great service,
                                         then push a bit with questions such as:

                                                - What does good service look like?
                                                - Tell me a story, or a time when we provided good service.
                                                - What did that entail?
Step 1                                              “Strategy without tactics is the slowest route to victory.
                                                         Tactics without strategy is the noise before defeat.”
                                                                                                     – Sun Tzu
Strategy Before Tactics


Step 1: Strategy Before Tactics          It’s amazing how quickly core differences come to the surface,
                                         directly from the mouth of a satisfied customer. Look for common
Step 2: The Marketing Hourglass ™
                                         threads that surface in conversations, then develop a core message
Step 3: Publish Educational Content      that supports those themes. It’s not easy because business owners
                                         often want to be like everyone else; they don’t want to be the
Step 4: Create a Total Web Presence
                                         different kid. Everybody in our industry talks about their services
Step 5: Operate a Lead Generation Trio   in the same way, so that’s what business owners think they need to
                                         do.
Step 6: Make Selling a System

Step 7: Living By the Calendar           Stepping outside the box is essential. It’s actually how businesses
                                         charge a premium for their services and products. It’s also one of
                                         the hardest things to do.




                                         If your business is receiving phone calls and inquiries, and one of
                                         the first questions is, “How much?” there’s a really good chance
                                         you’re not differentiating your business.

                                         If prospects can’t tell how the business is different, they’re going
                                         to use the one measure that makes sense: price. As many small
                                         business owners have discovered, competing on price is not fun.
                                         There’s always going to be someone willing to go out of business
                                         faster.
Step 1                                               “Strategy without tactics is the slowest route to victory.
                                                          Tactics without strategy is the noise before defeat.”
                                                                                                      – Sun Tzu
Strategy Before Tactics


Step 1: Strategy Before Tactics          What people like most may not sound unique or sexy. It might be
                                         the unique products and services, but often it’s a company’s way
Step 2: The Marketing Hourglass ™
                                         of delivering an experience. It’s the people, guarantees, packaging,
Step 3: Publish Educational Content      brand promotion, and special touches. It is how the company
                                         positions its business to solve a problem that everybody in the
Step 4: Create a Total Web Presence
                                         industry is having. That’s what people buy.
Step 5: Operate a Lead Generation Trio

Step 6: Make Selling a System            World Case Study: How One Architect Differentiated
Step 7: Living By the Calendar
                                         Once upon a time, an architect was asked what he did for a living.
                                         “I’m an architect. I design buildings,” he replied. When pressed
                                         further, he bragged, “No one else knows how to design a building
                                         like I do.”

                                         Yet, when the architect’s customers were asked what he did, they
                                         said, “We expected good design. But let me tell you what he really
                                         does. He helps us cut through all the City Hall red tape and that
                                         gets us paid faster.” The first three customers all said essentially the
                                         same thing.

                                         Now when asked what he does for a living, the architect replies, “I
                                         help you get paid faster. Sure, I’m an architect, but I also help you
                                         cut through City Hall red tape. I’m the contractor’s architect.” By
                                         embracing his new message, the architect’s business went from a
                                         second or third tier player to the #1 commercial architect in his
                                         market. That’s the power of differentiation.
Step 2                                                  “When it comes to lead referral generation,
                                                      the customer experience is it.” – John Jantsch

The Marketing Hourglass ™


Step 1: Strategy Before Tactics          Most marketers are familiar with the concept of the Marketing
                                         Funnel: a whole bunch of leads are loaded into the top of a funnel,
Step 2: The Marketing Hourglass ™
                                         and they’re choked until a few buyers squeeze out the small end.
Step 3: Publish Educational Content      With the introduction of Twitter and Facebook, people are even
                                         hungrier for more leads. The game is always about putting more
Step 4: Create a Total Web Presence
                                         and more leads into the top of the funnel.
Step 5: Operate a Lead Generation Trio
                                         But what good are leads if they aren’t converted into sales, repeat
Step 6: Make Selling a System
                                         business and referrals? What if, through remarkable customer
Step 7: Living By the Calendar           experience, a company had the ability to retain the same clients and
                                         generate a significant number of new leads and referrals from those
                                         happy customers?

                                         When it comes to lead referral generation, the customer experience
                                         is it.

                                         The marketing hourglass suggests that there’s a logical progression
                                         through which every customer comes to know, like, and trust a
                                         company. Once that occurs, the customer then decides to try, buy,
                                         repeat, and refer.

                                         The diagram on the following page illustrates the logical path a
                                         lead should follow to participate in a fully developed Marketing
                                         Hourglass. This concept is one of the key elements of the Duct
                                         Tape Marketing System.
Step 2                                                  “When it comes to lead referral generation,
                                                      the customer experience is it.” – John Jantsch

The Marketing Hourglass ™


Step 1: Strategy Before Tactics

Step 2: The Marketing Hourglass ™

Step 3: Publish Educational Content

Step 4: Create a Total Web Presence

Step 5: Operate a Lead Generation Trio

Step 6: Make Selling a System

Step 7: Living By the Calendar




                                         When one overlays the Duct Tape Marketing System definition of
                                         marketing: – “getting someone who has a need to know, like and
                                         trust you” – with the intentional act of turning know, like and trust
                                         into try, buy, repeat, and refer, the entire logical path for moving
                                         someone from initial awareness to advocate becomes a very simple
                                         process.
Step 2                                                  “When it comes to lead referral generation,
                                                      the customer experience is it.” – John Jantsch

The Marketing Hourglass ™


Step 1: Strategy Before Tactics          The key is to systematically develop touch points, processes and
                                         product/service offerings for each of the 7 phases of the hourglass.
Step 2: The Marketing Hourglass ™

Step 3: Publish Educational Content             1)   Know – ads, articles, and referred leads
Step 4: Create a Total Web Presence             2)   Like – website, reception, and email newsletter

Step 5: Operate a Lead Generation Trio          3)   Trust – marketing kit, white papers, and sales
                                                     presentations
Step 6: Make Selling a System
                                                4)   Try – webinars, evaluations, and nurturing activities
Step 7: Living By the Calendar
                                                5)   Buy – fulfillment, new customer kit, delivery, and
                                                     financial arrangements
                                                6)   Repeat – post customer survey, cross-sell presentations,
                                                     and quarterly events
                                                7)   Refer - results reviews, partner introductions,
                                                     peer-2-peer webinars, and community building

                                         Far too many businesses attempt to go from KNOW to BUY and
                                         wonder why it’s so hard. By creating ways to gently move someone
                                         to trust, and perhaps even creating low cost offerings as trials, the
                                         ultimate conversion to buy gets so much easier.

                                         In order to start thinking about the hourglass concept and current
                                         gaps, one should ponder these questions:

                                                - What is the free or trial offering?
                                                - What is the starter offering?
                                                - What is the “make it easy to switch” offering?
                                                - What is the core offering?
                                                - What are the add-ons to increase value?
                                                - What are the members-only offerings?
                                                - What are the strategic partner pairings?
Step 3                                   “Your content and publishing efforts must be focused on achieving
                                                  two things: building trust and educating. ” – John Jantsch

Publish Educational Content


Step 1: Strategy Before Tactics          By now small business owners are tired of hearing the phrase,
                                         “Content is King.” As true as it may be, today’s prospects
Step 2: The Marketing Hourglass ™
                                         instinctively gravitate to search engines to answer all their burning
Step 3: Publish Educational Content      questions. The mistake many businesses make is that even if they
                                         churn out continuous content, they don’t make it part of their
Step 4: Create a Total Web Presence
                                         overall strategy.
Step 5: Operate a Lead Generation Trio
                                         Your content and publishing efforts must be focused on achieving
Step 6: Make Selling a System
                                         two things: building trust and educating.
Step 7: Living By the Calendar
                                         These two categories of content strategy must be delivered through
                                         the creation of very specific forms of content, not simply through
                                         sheer volume. Every business is now a publishing business, so you
                                         must start to think like one.


                                         Content that builds trust
                                         - Blog. Blogs are the absolute starting point for content strategy
                                         because they make content production, syndication and sharing
                                         so easy. The search engines love blog content, not to mention the
                                         fact that blogs allow one to produce and organize a great deal
                                         of editorial thinking. Content produced on a blog can easily be
                                         expanded and adapted to become content for articles, workshops
                                         and eBooks.

                                         - Social media. The first step in the social media content game is
                                         to claim all the free opportunities to create social media profiles on
                                         sites like LinkedIn and Facebook. Also claim your profiles within
                                         the Business Week, Entrepreneur and Inc. magazine communities.
                                         Building rich profiles, and optimizing links, images and videos
                                         that point back to the main site is an important part of the content
                                         strategy play.
Step 3                                   “Your content and publishing efforts must be focused on achieving
                                                  two things: building trust and educating. ” – John Jantsch

Publish Educational Content


Step 1: Strategy Before Tactics          - Reviews. Ratings and reviews sites such as Yelp!, MerchantCircle
                                         and CitySearch have become mainstream, user-generated content
Step 2: The Marketing Hourglass ™
                                         hubs. The fact that Google, Yahoo and Bing all allow others to rate
Step 3: Publish Educational Content      and review businesses makes these sites an increasingly important
                                         category of content that savvy businesses must participate in.
Step 4: Create a Total Web Presence
                                         Businesses will never have total control over this category, but
Step 5: Operate a Lead Generation Trio   ignoring it may be one of the most damaging forces for a brand.
                                         Proactive, aggressive monitoring of this channel is a must.
Step 6: Make Selling a System

Step 7: Living By the Calendar           - Testimonials. Customer testimonials are a powerful form of
                                         content. Every business today should seek customer content
                                         in multiple forms: written, audio and video. This content adds
                                         important trust-building endorsements and makes for great brand-
                                         building assets on Google and YouTube.


                                         Content that educates
                                          The Point of View White Paper. Every business should have
                                         a well-developed core story that’s documented in the form of a
                                         white paper or eBook. This content must dive deeply into what
                                         makes a firm different, what the secret sauce is, how the company
                                         approaches customer service, and why the firm does what it does.
                                         This idea is expounded upon in The Referral Engine. This is the
                                         primer for a company’s educational content push.

                                         - Seminars. Today, people want information packaged in ways
                                         that will help them get what they want. Presentations, workshops
                                         and seminars (online and off ) are tremendous ways to provide
                                         education with the added punch of engagement. Turning one’s
                                         point of view white paper into a 45-minute, value-packed session
                                         is one of the most effective ways to generate, nurture, and convert
                                         leads.
Step 3                                   “Your content and publishing efforts must be focused on achieving
                                                  two things: building trust and educating. ” – John Jantsch

Publish Educational Content


Step 1: Strategy Before Tactics          - FAQs. There are those who want to know very specific things
                                         about the company or approach, and these learners get the most
Step 2: The Marketing Hourglass ™
                                         value out of the traditional “frequently asked questions” approach.
Step 3: Publish Educational Content      There’s no denying the value of information packaged in this
                                         format. Go beyond the questions that routinely get asked and
Step 4: Create a Total Web Presence
                                         include those that should get asked but don’t, particularly the ones
Step 5: Operate a Lead Generation Trio   that help position the company favorably against the competition.
Step 6: Make Selling a System
                                         - Success stories. Building rich examples of actual clients
Step 7: Living By the Calendar           succeeding through the use of the product or service offerings is a
                                         tremendous way to help people learn from other individuals and
                                         businesses just like them. When prospects see themselves in a
                                         success story, they can more easily arrive at a place where they can
                                         imagine getting those same results. This is another form of content
                                         that begs to be produced in video.

                                         - All of the above elements should be built into a marketing plan
                                         with a process to create, update and curate each other.
Step 4                                          “Create a total web presence... or face extinction!”
                                                                                      – John Jantsch

Create a Total Web Presence


Step 1: Strategy Before Tactics          There was a time, just a few short years ago really, when small
                                         businesses finally concluded they must use the web to supplement
Step 2: The Marketing Hourglass ™
                                         their marketing efforts and create another potential channel for
Step 3: Publish Educational Content      marketing messages.
Step 4: Create a Total Web Presence
                                         Today’s business must evolve that thinking radically again—or face
Step 5: Operate a Lead Generation Trio   extinction. The onslaught of social media use didn’t simply create
                                         another set of marketing tactics; it signaled, to those viewing it
Step 6: Make Selling a System
                                         strategically, a shift in the marketing landscape that has become
Step 7: Living By the Calendar           preposterously evident.

                                         The Web and digital interactivity now represent the center of the
                                         marketing universe. Most marketing decisions must start and end
                                         there. Today’s small business must view its marketing strategies
                                         and tactics with an eye on growing the online center and radiating
                                         beyond with spokes that facilitate most of the offline transactional
                                         functions that drive sales and service.

                                         All businesses, regardless of industry, have become what we like
                                         to refer to as O2O (online to offline) businesses. Their primary
                                         marketing objectives are focused on driving people online to
                                         engage offline. In that effort, the online core web presence has
                                         significantly heightened responsibilities.
Step 4                                          “Create a total web presence... or face extinction!”
                                                                                      – John Jantsch

Create a Total Web Presence


Step 1: Strategy Before Tactics          Furthermore:
Step 2: The Marketing Hourglass ™
                                                - While advertising was used primarily to create a sale or
Step 3: Publish Educational Content               enhance an image, it must now be used to create
                                                  awareness about web content.
Step 4: Create a Total Web Presence

Step 5: Operate a Lead Generation Trio          - While SEO was primarily a function of optimizing a web
                                                  site, it must now be a function of optimizing brand assets
Step 6: Make Selling a System
                                                  across social media.
Step 7: Living By the Calendar
                                                - While lead generation used to consist of broadcasting
                                                  messages, it must now rely heavily on being found in the
                                                  right place at the right time.

                                                - While lead conversion often consisted of multiple
                                                  sales calls to supply information, it must now supplement
                                                  web information gathering with value delivery.

                                                - While referrals used to be a simple matter of passing a
                                                  name along, referrals now rely heavily on an organization’s
                                                  online reputation, ratings and reviews.

                                                - While physical store location has always mattered, now
                                                  the online location for the local business has become a life
                                                  and death matter.

                                         If you are still looking at marketing efforts in a linear way – with
                                         online tactics falling somewhere in line – it’s essential that you
                                         change this view entirely. Today’s business owner must build a
                                         marketing strategy with the online engagement at the center. Only
                                         then can the small business create the strong foundation that will
                                         carry the company’s marketing efforts into the next decade.
Step 5                                                “Small businesses must think more in terms
                                                      of being found and less in terms of finding.”
                                                                                     – John Jantsch
Operate a Lead Generation Trio


Step 1: Strategy Before Tactics          Traditional lead generation tactics—directory advertising, trade
                                         show participation, half page print ads—are quickly losing appeal
Step 2: The Marketing Hourglass ™
                                         with small business owners. There are two very good reasons for
Step 3: Publish Educational Content      this decline:
Step 4: Create a Total Web Presence
                                                1) Traditional methods are some of the most expensive.
Step 5: Operate a Lead Generation Trio
                                                2) Traditional methods are proving less effective in terms
Step 6: Make Selling a System
                                                   of lead generation.
Step 7: Living By the Calendar
                                         Message and information overload, technology to block ads (Caller
                                         ID, TiVo, XM Radio) and the availability of information may
                                         make traditional and more expensive outbound marketing efforts a
                                         thing of the past.

                                         Small businesses must change the way they think about and
                                         approach lead generation. They must think more in terms of being
                                         found and less in terms of finding. People are still looking for
                                         solutions, trying out new services and buying things they want,
                                         but they’ve just changed how they go about doing it. In a way, the
                                         control of message consumption has changed with it.

                                         Technology has made the phone directory pocket-portable. There
                                         is no need to travel to the trade show because the interactive demo
                                         is on YouTube, blogs, search engines and social media sites. All the
                                         product information, answers and reviews one could ever consume
                                         are delivered without ever leaving home.

                                         So, in order to generate leads and be found, businesses must put
                                         themselves in the path of people who are learning about, asking
                                         about, and shopping about their particular industries. Lead
                                         generation does not need to be done exclusively online. This advice
                                         should not lead businesses to conclude that they shouldn’t use
                                         advertising at all. What business owners should understand is
                                         that their online presence is the hub of education, and that online
                                         and offline advertising, PR and referral systems must utilize this
                                         presence to its fullest potential.
Step 5                                                “Small businesses must think more in terms
                                                      of being found and less in terms of finding.”
                                                                                     – John Jantsch
Operate a Lead Generation Trio


Step 1: Strategy Before Tactics          One can think of it as lighting candles along dark paths so that
                                         weary travelers can discover the company in the dark. Those
Step 2: The Marketing Hourglass ™
                                         candles are the education-based entries in social media hubs like
Step 3: Publish Educational Content      Twitter and Facebook – gentle guides of introduction. They are the
                                         PR efforts and articles, written to illuminate one’s expertise. They
Step 4: Create a Total Web Presence
                                         are the blog posts, designed to attract surfers looking for the way.
Step 5: Operate a Lead Generation Trio   They are the strategic partnerships, alignments that evoke trust.
                                         They are the web conferences, providing interactive discussions
Step 6: Make Selling a System
                                         with customers and prospects. They are the community-building
Step 7: Living By the Calendar           events, places where candles can be re-lit and shared.

                                         You can no longer sit back, dump an offer in the mail and start
                                         working the phones. You’ve got to build your inbound marketing
                                         machine and start taking advantage of the power of information,
                                         networking, trust, connection, and community to generate leads.

                                         Today’s integrated lead generation trio consists of creating
                                         education-based approaches that blend the use of advertising,
                                         public relations and referrals.

                                                1)   Advertising. Advertising is used in highly targeted,
                                                     measurable ways to promote awareness of education-
                                                     based content such as white papers, audios and
                                                     seminars. It carries the highest cost and lowest
                                                     credibility, but is also the only lead generation tactic
                                                     that can be completely controlled. Advertising works
                                                     when utilized as described and must be part of the
                                                     overall mix.

                                                2)   Public relations. PR is such a powerful, credible and
                                                     low-cost tool. It is an area that is often underutilized
                                                     by small businesses. There’s no real magic to generating
                                                     positive press. It’s a game of building relationships
                                                     with a handful of key journalists and committing to
                                                     creating announcements and small stories every month
                                                     using a combination of local press contacts and online
                                                     social media tools.
Step 5                                               “Small businesses must think more in terms
                                                     of being found and less in terms of finding.”
                                                                                    – John Jantsch
Operate a Lead Generation Trio


Step 1: Strategy Before Tactics                 3)   Referrals. Referral generation is primarily a process of
                                                     finding ways to be more referable first. It starts with
Step 2: The Marketing Hourglass ™
                                                     the mindset of making every customer a referral
Step 3: Publish Educational Content                  source, and making it easy for them to be one. Once
                                                     this is in order, you can move to building a network
Step 4: Create a Total Web Presence
                                                     of strategic partners that can be relied on to refer new
Step 5: Operate a Lead Generation Trio               customers. These leads are often the highest quality.
Step 6: Make Selling a System
                                         While most businesses find they develop a primary lead generation
Step 7: Living By the Calendar           tactic, it’s the thoughtful combination of repeated contacts,
                                         consistently placed, that leads to the greatest long-term, trust-
                                         building marketing.
Step 6                                               “The lack of a semblance of a systematic approach to
                                               selling is the biggest weakness for most small businesses.”
                                                                                            – John Jantsch
Make Selling a System


Step 1: Strategy Before Tactics          Oftentimes, the quickest way to make an impact on an
                                         organization’s marketing results is to go to work on the lead
Step 2: The Marketing Hourglass ™
                                         conversion or sales process.
Step 3: Publish Educational Content
                                         The lack of any semblance of a systematic approach to selling is the
Step 4: Create a Total Web Presence
                                         biggest weakness for most small businesses. The focus of marketing
Step 5: Operate a Lead Generation Trio   is almost always on generating more leads. While leads are
                                         certainly important, the obsession with generating them consumes
Step 6: Make Selling a System
                                         a significant amount of time and money.
Step 7: Living By the Calendar
                                         Installing a sales system, one that everyone in the organization who
                                         is involved in selling operates, is the fastest way to improve overall
                                         marketing results. We’re assuming you’ve also narrowly defined
                                         your ideal client , created a significant way to differentiate your
                                         business , and are consistently building trust through educational
                                         content.

                                         The end result for most businesses we work with is that we
                                         dramatically reduced the number of leads they are chasing
                                         (decreased expense) while also dramatically increasing the number
                                         of leads they are converting to customers (increased revenue).

                                         If you’re moving prospects logically through the Marketing
                                         Hourglass, you will notice that by the time they get serious about
                                         a buying decision, they’ve already sold themselves. This approach
                                         almost makes selling a non-issue and delivers stunningly high
                                         conversation rates.

                                         Below are the essential ingredients needed to operate your lead
                                         conversion system:

                                         - Discovery. You must have a planned response when a lead
                                         asks for more information. I know this sounds obvious, but few
                                         businesses do more than react. In order to move prospects, you
                                         must have a call to action, education plan, and filter that helps
                                         qualify and direct leads to the next step. This is a significant step
Step 6                                               “The lack of a semblance of a systematic approach to
                                               selling is the biggest weakness for most small businesses.”
                                                                                            – John Jantsch
Make Selling a System


Step 1: Strategy Before Tactics          and one that can help you stop chasing the wrong leads while also
                                         giving you an opportunity to create a unique experience. Interrupt
Step 2: The Marketing Hourglass ™
                                         the norm for your industry here and you’ll help further cement
Step 3: Publish Educational Content      how you’re different.
Step 4: Create a Total Web Presence
                                         - Presentation. Once a prospect determines they need to know
Step 5: Operate a Lead Generation Trio   more about your specific offerings, either by way of a demo or
                                         sales call, it’s important that you have a set way to present your
Step 6: Make Selling a System
                                         organization. This is a point where many sales folks go out and try
Step 7: Living By the Calendar           to answer the questions that prospects have. The problem with this
                                         approach is most prospects don’t know what questions they should
                                         have, so it’s really up to you to start adding value in the relationship
                                         by presenting what you know is useful, while also discovering their
                                         unique challenges. This is part scripted, part art, but it should be
                                         practiced consistently across the organization.

                                         - Nurturing. Depending on the buying habits of your ideal
                                         customer or sales cycle for your particular industry, you will
                                         need a systematic approach for keeping leads that are starting an
                                         information-seeking process warm as they move towards a buying
                                         decision. This is a place where technology can certainly help you
                                         make automated contacts via email or snail mail. Creating planned
                                         education events, such as online seminars and peer-to-peer panel
                                         discussions, is another very effective way to nurture leads and
                                         continue to educate.

                                         - Transaction. For many in selling, the game ends when the
                                         customer says yes. Your lead generation conversion system must be
                                         created in a way that delivers the same experience once a prospect
                                         becomes a customer as was delivered throughout the courting
                                         period. The best way to do this is though a planned orientation
                                         process where you continue the educational approach by teaching
                                         the customer how to get the most from what they’ve agreed to buy.
                                         This can be through a simple training video or a more elaborate
                                         new customer process, but this important step leads to a smooth
                                         transition from prospect to customer and often sets the tone for
                                         additional purchases and referrals.
Step 6                                               “The lack of a semblance of a systematic approach to
                                               selling is the biggest weakness for most small businesses.”
                                                                                            – John Jantsch
Make Selling a System


Step 1: Strategy Before Tactics          - Review. Your selling system won’t be complete until you create
                                         a process that allows you to measure and communicate the results
Step 2: The Marketing Hourglass ™
                                         your customers are experiencing. One of the best ways to do this
Step 3: Publish Educational Content      is through some form of planned results review process. By setting
                                         the expectation for this process up front, you send a very strong
Step 4: Create a Total Web Presence
                                         signal that results matter, but you also get the opportunity to
Step 5: Operate a Lead Generation Trio   address issues that didn’t go as expected, as well as collect client
                                         success stories and testimonials from your happiest clients.
Step 6: Make Selling a System

Step 7: Living By the Calendar
Step 7                                               “We are what we repeatedly do. Marketing,
                                                               then is not an act, but a habit.”
                                                                                      – Aristotle
Living By the Calendar


Step 1: Strategy Before Tactics          It’s tough to get around to marketing. We get it. You didn’t start
                                         your business because you were dying to get your hands dirty with
Step 2: The Marketing Hourglass ™
                                         blogging, copywriting, and selling. But you soon found out that
Step 3: Publish Educational Content      your business would die if you did not. So, what to do?
Step 4: Create a Total Web Presence
                                         The secret to getting marketing done is to make it a habit. Or, if we
Step 5: Operate a Lead Generation Trio   may roughly paraphrase Aristotle – “We are what we repeatedly do.
                                         Marketing, then is not an act, but a habit.”
Step 6: Make Selling a System

Step 7: Living By the Calendar           Most of us have more experience trying to break a bad habit than
                                         establish a good one. The secret is to create a system and practice
                                         until it becomes second nature.

                                         When it comes to marketing, we’ve learned that small business
                                         owners can move towards making marketing a habit by doing these
                                         three things.

                                                1) Monthly themes. Choose one marketing need – redo
                                                   your website, write your marketing kit, create a new
                                                   customer process – and make it the theme for that
                                                   month. You can even plan out the next six months
                                                   this way and you’ll stand a better chance of actually
                                                   getting these done. This is a great idea when it comes
                                                   to getting your entire staff focused on one thing. The
                                                   problem comes when we try to do it all at once. We get
                                                   overwhelmed and don’t get anything done. Make it
                                                   simple, take the long view, and watch what happens.

                                                2)    Weekly reviews. When it comes right down to it, once
                                                      you’re clear on your marketing strategy, marketing
                                                      itself becomes a set of projects. When you start to look
                                                      at marketing as the habit of focusing on a group of
                                                      projects, you can begin to break those projects
                                                      down into action steps or tasks. Your weekly marketing
                                                      review should include everyone in your organization
                                                      and post the simple question, “What needs to be done
                                                      next?” to each project on your plate.
Step 7                                     “We are what we repeatedly do. Marketing,
                                                     then is not an act, but a habit.”
                                                                            – Aristotle
Living By the Calendar


Step 1: Strategy Before Tactics          3) Daily appointments. While you may have many things
                                            on your daily calendar, make it a habit to schedule one
Step 2: The Marketing Hourglass ™
                                            time slot dedicated solely to marketing each day. This
Step 3: Publish Educational Content         is the only way to keep the focus where it belongs – on
                                            constant advancement and improvement.
Step 4: Create a Total Web Presence

Step 5: Operate a Lead Generation Trio

Step 6: Make Selling a System

Step 7: Living By the Calendar
About Us
Duct Tape Marketing


Step 1: Strategy Before Tactics          About John Jantsch
Step 2: The Marketing Hourglass ™
                                         John Jantsch is a marketing consultant, award-winning social media
Step 3: Publish Educational Content      publisher and author of two best-selling books, Duct Tape Marketing
Step 4: Create a Total Web Presence      and The Referral Engine .

Step 5: Operate a Lead Generation Trio   His blog was chosen as a Forbes favorite for marketing and small
Step 6: Make Selling a System            business, and his podcast, a top ten marketing show on iTunes, was
                                         called a “must listen” by Fast Company magazine.
Step 7: Living By the Calendar

                                         About the Ultimate Marketing System

                                         Created by John Jantsch, the Ultimate Marketing System is a
                                         complete small business marketing system consisting of 5 modules
                                         that include audio, video, workbooks, worksheets and additional
                                         materials – the product of over 20 years of working with some
                                         of America’s most successful small businesses and independent
                                         professionals.


                                         Hire a Duct Tape Marketing Consultant
                                         John Jantsch also created The Duct Tape Marketing Consulting
                                         Network that trains and licenses small business marketing
                                         consultants around the world. These marketing consultants help you
                                         complete your ultimate marketing plan. You’ll receive one-on-one
                                         attention from a marketing pro that can help you craft a powerful
                                         marketing plan, hold you accountable for completing each step, and
                                         then show you how to implement the
                                         plan to grow your business.

                                         To get started with a consultant complete a free Signature Brand
                                         Audit (a $250 value) and Duct Tape Marketing will assign a
                                         consultant that best meets your needs.

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7 steps to small bussiness marketing success

  • 1. 7 Steps to Small Business Marketing Success Written by John Jantsch ducttapemarketing.com • facebook.com/ducttapemarketing • twitter.com/ducttape
  • 2. 7 Steps to Small Business Marketing Success Written by John Jantsch Practiced effectively, marketing is simply a system. While this may be hard for some business owners to come grips with, like those who feel that “marketing is a strange form of creative voodoo thinking,” marketing is not only a system—it may be the most important system in any business. To understand how to approach marketing for a business, it may be helpful to understand the Duct Tape Marketing System definition of marketing. Marketing is getting someone who has a need to know, like and trust you. One could argue about what “like” or “trust” is in any given industry, but now more than ever, this definition gets at the heart of the game. Here are the 7 core steps that make up the simple, effective, and affordable Duct Tape Marketing System. Businesses that appreciate and implement this approach to marketing grow in a consistent and predictable manner. - John Jantsch Duct Tape Marketing
  • 3. Table of Contents Step 1: Strategy Before Tactics ............................................................................... 4 Step 2: The Marketing Hourglass ™ ....................................................................... 9 Step 3: Publish Educational Content .................................................................... 12 Step 4: Create a Total Web Presence .................................................................... 15 Step 5: Operate a Lead Generation Trio ................................................................ 17 Step 6: Make Selling a System ............................................................................. 20 Step 7: Living By the Calendar ............................................................................. 23 About Us ............................................................................................................. 25
  • 4. Step 1 “Strategy without tactics is the slowest route to victory. Tactics without strategy is the noise before defeat.” – Sun Tzu Strategy Before Tactics Step 1: Strategy Before Tactics Small businesses always want to grab the idea of the week. And small business owners are absolutely the worst at this because Step 2: The Marketing Hourglass ™ they’re doing a hundred things. Step 3: Publish Educational Content So the shiny object that makes the most noise this week is now the Step 4: Create a Total Web Presence marketing plan. The thing is, if a business owner gets the strategy Step 5: Operate a Lead Generation Trio part right in marketing, he or she can surround it with just about any set of tactics that are performed and measured consistently. Step 6: Make Selling a System That’s how important the strategy piece is. Step 7: Living By the Calendar There are two very significant components to getting a marketing strategy down for a business: to narrow focus down to an ideal client, and to find some way to clearly differentiate one’s business. Now those may not sound like earth-shattering ideas, but most businesses don’t think about them as thoroughly as they should. Part One: Define the Ideal Client Many small businesses try to be all things to all people and find it hard to really focus or succeed at serving narrowly defined market segments. Small businesses don’t necessarily intend to be all things; it just sort of happens from a lack of focus and a prospect on the phone asking for some help in an area that’s not really the business’ thing. While it may seem like growth to take on a new customer, if that customer isn’t a good fit, it can actually stunt real growth. In some cases, trying to work with customers who are not ideal clients can lead to such a bad experience for both your business and the customer that you actually create vocal detractors for your business. Most businesses are best suited to serve a narrowly defined market segment – a sweet spot. This doesn’t mean the sweet spot won’t grow, evolve and change altogether over time, but at any given time there exists a set, ideal client for most businesses.
  • 5. Step 1 “Strategy without tactics is the slowest route to victory. Tactics without strategy is the noise before defeat.” – Sun Tzu Strategy before Tactics Step 1: Strategy Before Tactics The trick is to discover what that ideal client looks like in the most specific way possible, and then build an entire marketing strategy Step 2: The Marketing Hourglass ™ around attracting more of these. Step 3: Publish Educational Content For some, an ideal client might simply be a subset of people who Step 4: Create a Total Web Presence can afford what you offer. For others, the ideal client might be Step 5: Operate a Lead Generation Trio comprised of six to eight long-term clients. In the latter, a company is probably better off working with people who are a perfect fit or Step 6: Make Selling a System life may get miserable. Step 7: Living By the Calendar A perfect fit may mean that the customer has the kind of need your company can really help with, but it also might mean the client values your unique approach and treats your staff with the respect the relationship deserves. A multiple red flag client, taken because they said they can pay, will suck the life out of a small business faster than almost any other dynamic. A less than ideal client can also come in the form of a person with whom a company would love to work, but they just don’t really have the need that matches what the business does best. Think of a good friend or relative who works for an organization that’s not a good fit, or buddy at your golf club who has a company you would like to help, but doesn’t have the resources. The 5 steps below, applied to a current client base and worked in order, will tell small businesses more about their true ideal client than any marketing class or book ever will. 1) Find your most profitable clients. 2) From the above group, identify those that refer. 3) From that even smaller group, find common demographic characteristics 4) Take the time now to understand the behavior that makes them ideal. 5) Draw a fully developed biographical sketch to use as a marketing guide.
  • 6. Step 1 “Strategy without tactics is the slowest route to victory. Tactics without strategy is the noise before defeat.” – Sun Tzu Strategy Before Tactics Step 1: Strategy Before Tactics Part Two: Differentiate the Business Step 2: The Marketing Hourglass ™ Small businesses absolutely must find or create, as part of their Step 3: Publish Educational Content strategy, a way to differentiate their business from all the other businesses that claim to do the same thing. Step 4: Create a Total Web Presence Step 5: Operate a Lead Generation Trio This isn’t necessarily a new concept, but it’s one of the hardest to get businesses to actually do. Everyone wants to think what they Step 6: Make Selling a System do is so unique. Unfortunately, in most cases, it’s something that Step 7: Living By the Calendar everyone either can or does claim as well. Here’s a good way to get a sense of this idea. Cut and paste the first paragraph of your top five competitors’ websites, blacking out all references to names, and then pass the document around the office to see if anyone can recognize which company each paragraph belongs to. Chances are, the descriptions will be nearly impossible to tell apart. One of the most effective bits of research you can conduct to help find what really sets your organization apart is to sit down and interview a handful of your best customers. Ask them these questions: - What made you decide to hire us? - What’s one thing we do better than others like us? - What’s one thing we could do better? - Would you refer us or do you refer us? - If you would refer us, what would you say? If your customer simply tells you that you provide great service, then push a bit with questions such as: - What does good service look like? - Tell me a story, or a time when we provided good service. - What did that entail?
  • 7. Step 1 “Strategy without tactics is the slowest route to victory. Tactics without strategy is the noise before defeat.” – Sun Tzu Strategy Before Tactics Step 1: Strategy Before Tactics It’s amazing how quickly core differences come to the surface, directly from the mouth of a satisfied customer. Look for common Step 2: The Marketing Hourglass ™ threads that surface in conversations, then develop a core message Step 3: Publish Educational Content that supports those themes. It’s not easy because business owners often want to be like everyone else; they don’t want to be the Step 4: Create a Total Web Presence different kid. Everybody in our industry talks about their services Step 5: Operate a Lead Generation Trio in the same way, so that’s what business owners think they need to do. Step 6: Make Selling a System Step 7: Living By the Calendar Stepping outside the box is essential. It’s actually how businesses charge a premium for their services and products. It’s also one of the hardest things to do. If your business is receiving phone calls and inquiries, and one of the first questions is, “How much?” there’s a really good chance you’re not differentiating your business. If prospects can’t tell how the business is different, they’re going to use the one measure that makes sense: price. As many small business owners have discovered, competing on price is not fun. There’s always going to be someone willing to go out of business faster.
  • 8. Step 1 “Strategy without tactics is the slowest route to victory. Tactics without strategy is the noise before defeat.” – Sun Tzu Strategy Before Tactics Step 1: Strategy Before Tactics What people like most may not sound unique or sexy. It might be the unique products and services, but often it’s a company’s way Step 2: The Marketing Hourglass ™ of delivering an experience. It’s the people, guarantees, packaging, Step 3: Publish Educational Content brand promotion, and special touches. It is how the company positions its business to solve a problem that everybody in the Step 4: Create a Total Web Presence industry is having. That’s what people buy. Step 5: Operate a Lead Generation Trio Step 6: Make Selling a System World Case Study: How One Architect Differentiated Step 7: Living By the Calendar Once upon a time, an architect was asked what he did for a living. “I’m an architect. I design buildings,” he replied. When pressed further, he bragged, “No one else knows how to design a building like I do.” Yet, when the architect’s customers were asked what he did, they said, “We expected good design. But let me tell you what he really does. He helps us cut through all the City Hall red tape and that gets us paid faster.” The first three customers all said essentially the same thing. Now when asked what he does for a living, the architect replies, “I help you get paid faster. Sure, I’m an architect, but I also help you cut through City Hall red tape. I’m the contractor’s architect.” By embracing his new message, the architect’s business went from a second or third tier player to the #1 commercial architect in his market. That’s the power of differentiation.
  • 9. Step 2 “When it comes to lead referral generation, the customer experience is it.” – John Jantsch The Marketing Hourglass ™ Step 1: Strategy Before Tactics Most marketers are familiar with the concept of the Marketing Funnel: a whole bunch of leads are loaded into the top of a funnel, Step 2: The Marketing Hourglass ™ and they’re choked until a few buyers squeeze out the small end. Step 3: Publish Educational Content With the introduction of Twitter and Facebook, people are even hungrier for more leads. The game is always about putting more Step 4: Create a Total Web Presence and more leads into the top of the funnel. Step 5: Operate a Lead Generation Trio But what good are leads if they aren’t converted into sales, repeat Step 6: Make Selling a System business and referrals? What if, through remarkable customer Step 7: Living By the Calendar experience, a company had the ability to retain the same clients and generate a significant number of new leads and referrals from those happy customers? When it comes to lead referral generation, the customer experience is it. The marketing hourglass suggests that there’s a logical progression through which every customer comes to know, like, and trust a company. Once that occurs, the customer then decides to try, buy, repeat, and refer. The diagram on the following page illustrates the logical path a lead should follow to participate in a fully developed Marketing Hourglass. This concept is one of the key elements of the Duct Tape Marketing System.
  • 10. Step 2 “When it comes to lead referral generation, the customer experience is it.” – John Jantsch The Marketing Hourglass ™ Step 1: Strategy Before Tactics Step 2: The Marketing Hourglass ™ Step 3: Publish Educational Content Step 4: Create a Total Web Presence Step 5: Operate a Lead Generation Trio Step 6: Make Selling a System Step 7: Living By the Calendar When one overlays the Duct Tape Marketing System definition of marketing: – “getting someone who has a need to know, like and trust you” – with the intentional act of turning know, like and trust into try, buy, repeat, and refer, the entire logical path for moving someone from initial awareness to advocate becomes a very simple process.
  • 11. Step 2 “When it comes to lead referral generation, the customer experience is it.” – John Jantsch The Marketing Hourglass ™ Step 1: Strategy Before Tactics The key is to systematically develop touch points, processes and product/service offerings for each of the 7 phases of the hourglass. Step 2: The Marketing Hourglass ™ Step 3: Publish Educational Content 1) Know – ads, articles, and referred leads Step 4: Create a Total Web Presence 2) Like – website, reception, and email newsletter Step 5: Operate a Lead Generation Trio 3) Trust – marketing kit, white papers, and sales presentations Step 6: Make Selling a System 4) Try – webinars, evaluations, and nurturing activities Step 7: Living By the Calendar 5) Buy – fulfillment, new customer kit, delivery, and financial arrangements 6) Repeat – post customer survey, cross-sell presentations, and quarterly events 7) Refer - results reviews, partner introductions, peer-2-peer webinars, and community building Far too many businesses attempt to go from KNOW to BUY and wonder why it’s so hard. By creating ways to gently move someone to trust, and perhaps even creating low cost offerings as trials, the ultimate conversion to buy gets so much easier. In order to start thinking about the hourglass concept and current gaps, one should ponder these questions: - What is the free or trial offering? - What is the starter offering? - What is the “make it easy to switch” offering? - What is the core offering? - What are the add-ons to increase value? - What are the members-only offerings? - What are the strategic partner pairings?
  • 12. Step 3 “Your content and publishing efforts must be focused on achieving two things: building trust and educating. ” – John Jantsch Publish Educational Content Step 1: Strategy Before Tactics By now small business owners are tired of hearing the phrase, “Content is King.” As true as it may be, today’s prospects Step 2: The Marketing Hourglass ™ instinctively gravitate to search engines to answer all their burning Step 3: Publish Educational Content questions. The mistake many businesses make is that even if they churn out continuous content, they don’t make it part of their Step 4: Create a Total Web Presence overall strategy. Step 5: Operate a Lead Generation Trio Your content and publishing efforts must be focused on achieving Step 6: Make Selling a System two things: building trust and educating. Step 7: Living By the Calendar These two categories of content strategy must be delivered through the creation of very specific forms of content, not simply through sheer volume. Every business is now a publishing business, so you must start to think like one. Content that builds trust - Blog. Blogs are the absolute starting point for content strategy because they make content production, syndication and sharing so easy. The search engines love blog content, not to mention the fact that blogs allow one to produce and organize a great deal of editorial thinking. Content produced on a blog can easily be expanded and adapted to become content for articles, workshops and eBooks. - Social media. The first step in the social media content game is to claim all the free opportunities to create social media profiles on sites like LinkedIn and Facebook. Also claim your profiles within the Business Week, Entrepreneur and Inc. magazine communities. Building rich profiles, and optimizing links, images and videos that point back to the main site is an important part of the content strategy play.
  • 13. Step 3 “Your content and publishing efforts must be focused on achieving two things: building trust and educating. ” – John Jantsch Publish Educational Content Step 1: Strategy Before Tactics - Reviews. Ratings and reviews sites such as Yelp!, MerchantCircle and CitySearch have become mainstream, user-generated content Step 2: The Marketing Hourglass ™ hubs. The fact that Google, Yahoo and Bing all allow others to rate Step 3: Publish Educational Content and review businesses makes these sites an increasingly important category of content that savvy businesses must participate in. Step 4: Create a Total Web Presence Businesses will never have total control over this category, but Step 5: Operate a Lead Generation Trio ignoring it may be one of the most damaging forces for a brand. Proactive, aggressive monitoring of this channel is a must. Step 6: Make Selling a System Step 7: Living By the Calendar - Testimonials. Customer testimonials are a powerful form of content. Every business today should seek customer content in multiple forms: written, audio and video. This content adds important trust-building endorsements and makes for great brand- building assets on Google and YouTube. Content that educates The Point of View White Paper. Every business should have a well-developed core story that’s documented in the form of a white paper or eBook. This content must dive deeply into what makes a firm different, what the secret sauce is, how the company approaches customer service, and why the firm does what it does. This idea is expounded upon in The Referral Engine. This is the primer for a company’s educational content push. - Seminars. Today, people want information packaged in ways that will help them get what they want. Presentations, workshops and seminars (online and off ) are tremendous ways to provide education with the added punch of engagement. Turning one’s point of view white paper into a 45-minute, value-packed session is one of the most effective ways to generate, nurture, and convert leads.
  • 14. Step 3 “Your content and publishing efforts must be focused on achieving two things: building trust and educating. ” – John Jantsch Publish Educational Content Step 1: Strategy Before Tactics - FAQs. There are those who want to know very specific things about the company or approach, and these learners get the most Step 2: The Marketing Hourglass ™ value out of the traditional “frequently asked questions” approach. Step 3: Publish Educational Content There’s no denying the value of information packaged in this format. Go beyond the questions that routinely get asked and Step 4: Create a Total Web Presence include those that should get asked but don’t, particularly the ones Step 5: Operate a Lead Generation Trio that help position the company favorably against the competition. Step 6: Make Selling a System - Success stories. Building rich examples of actual clients Step 7: Living By the Calendar succeeding through the use of the product or service offerings is a tremendous way to help people learn from other individuals and businesses just like them. When prospects see themselves in a success story, they can more easily arrive at a place where they can imagine getting those same results. This is another form of content that begs to be produced in video. - All of the above elements should be built into a marketing plan with a process to create, update and curate each other.
  • 15. Step 4 “Create a total web presence... or face extinction!” – John Jantsch Create a Total Web Presence Step 1: Strategy Before Tactics There was a time, just a few short years ago really, when small businesses finally concluded they must use the web to supplement Step 2: The Marketing Hourglass ™ their marketing efforts and create another potential channel for Step 3: Publish Educational Content marketing messages. Step 4: Create a Total Web Presence Today’s business must evolve that thinking radically again—or face Step 5: Operate a Lead Generation Trio extinction. The onslaught of social media use didn’t simply create another set of marketing tactics; it signaled, to those viewing it Step 6: Make Selling a System strategically, a shift in the marketing landscape that has become Step 7: Living By the Calendar preposterously evident. The Web and digital interactivity now represent the center of the marketing universe. Most marketing decisions must start and end there. Today’s small business must view its marketing strategies and tactics with an eye on growing the online center and radiating beyond with spokes that facilitate most of the offline transactional functions that drive sales and service. All businesses, regardless of industry, have become what we like to refer to as O2O (online to offline) businesses. Their primary marketing objectives are focused on driving people online to engage offline. In that effort, the online core web presence has significantly heightened responsibilities.
  • 16. Step 4 “Create a total web presence... or face extinction!” – John Jantsch Create a Total Web Presence Step 1: Strategy Before Tactics Furthermore: Step 2: The Marketing Hourglass ™ - While advertising was used primarily to create a sale or Step 3: Publish Educational Content enhance an image, it must now be used to create awareness about web content. Step 4: Create a Total Web Presence Step 5: Operate a Lead Generation Trio - While SEO was primarily a function of optimizing a web site, it must now be a function of optimizing brand assets Step 6: Make Selling a System across social media. Step 7: Living By the Calendar - While lead generation used to consist of broadcasting messages, it must now rely heavily on being found in the right place at the right time. - While lead conversion often consisted of multiple sales calls to supply information, it must now supplement web information gathering with value delivery. - While referrals used to be a simple matter of passing a name along, referrals now rely heavily on an organization’s online reputation, ratings and reviews. - While physical store location has always mattered, now the online location for the local business has become a life and death matter. If you are still looking at marketing efforts in a linear way – with online tactics falling somewhere in line – it’s essential that you change this view entirely. Today’s business owner must build a marketing strategy with the online engagement at the center. Only then can the small business create the strong foundation that will carry the company’s marketing efforts into the next decade.
  • 17. Step 5 “Small businesses must think more in terms of being found and less in terms of finding.” – John Jantsch Operate a Lead Generation Trio Step 1: Strategy Before Tactics Traditional lead generation tactics—directory advertising, trade show participation, half page print ads—are quickly losing appeal Step 2: The Marketing Hourglass ™ with small business owners. There are two very good reasons for Step 3: Publish Educational Content this decline: Step 4: Create a Total Web Presence 1) Traditional methods are some of the most expensive. Step 5: Operate a Lead Generation Trio 2) Traditional methods are proving less effective in terms Step 6: Make Selling a System of lead generation. Step 7: Living By the Calendar Message and information overload, technology to block ads (Caller ID, TiVo, XM Radio) and the availability of information may make traditional and more expensive outbound marketing efforts a thing of the past. Small businesses must change the way they think about and approach lead generation. They must think more in terms of being found and less in terms of finding. People are still looking for solutions, trying out new services and buying things they want, but they’ve just changed how they go about doing it. In a way, the control of message consumption has changed with it. Technology has made the phone directory pocket-portable. There is no need to travel to the trade show because the interactive demo is on YouTube, blogs, search engines and social media sites. All the product information, answers and reviews one could ever consume are delivered without ever leaving home. So, in order to generate leads and be found, businesses must put themselves in the path of people who are learning about, asking about, and shopping about their particular industries. Lead generation does not need to be done exclusively online. This advice should not lead businesses to conclude that they shouldn’t use advertising at all. What business owners should understand is that their online presence is the hub of education, and that online and offline advertising, PR and referral systems must utilize this presence to its fullest potential.
  • 18. Step 5 “Small businesses must think more in terms of being found and less in terms of finding.” – John Jantsch Operate a Lead Generation Trio Step 1: Strategy Before Tactics One can think of it as lighting candles along dark paths so that weary travelers can discover the company in the dark. Those Step 2: The Marketing Hourglass ™ candles are the education-based entries in social media hubs like Step 3: Publish Educational Content Twitter and Facebook – gentle guides of introduction. They are the PR efforts and articles, written to illuminate one’s expertise. They Step 4: Create a Total Web Presence are the blog posts, designed to attract surfers looking for the way. Step 5: Operate a Lead Generation Trio They are the strategic partnerships, alignments that evoke trust. They are the web conferences, providing interactive discussions Step 6: Make Selling a System with customers and prospects. They are the community-building Step 7: Living By the Calendar events, places where candles can be re-lit and shared. You can no longer sit back, dump an offer in the mail and start working the phones. You’ve got to build your inbound marketing machine and start taking advantage of the power of information, networking, trust, connection, and community to generate leads. Today’s integrated lead generation trio consists of creating education-based approaches that blend the use of advertising, public relations and referrals. 1) Advertising. Advertising is used in highly targeted, measurable ways to promote awareness of education- based content such as white papers, audios and seminars. It carries the highest cost and lowest credibility, but is also the only lead generation tactic that can be completely controlled. Advertising works when utilized as described and must be part of the overall mix. 2) Public relations. PR is such a powerful, credible and low-cost tool. It is an area that is often underutilized by small businesses. There’s no real magic to generating positive press. It’s a game of building relationships with a handful of key journalists and committing to creating announcements and small stories every month using a combination of local press contacts and online social media tools.
  • 19. Step 5 “Small businesses must think more in terms of being found and less in terms of finding.” – John Jantsch Operate a Lead Generation Trio Step 1: Strategy Before Tactics 3) Referrals. Referral generation is primarily a process of finding ways to be more referable first. It starts with Step 2: The Marketing Hourglass ™ the mindset of making every customer a referral Step 3: Publish Educational Content source, and making it easy for them to be one. Once this is in order, you can move to building a network Step 4: Create a Total Web Presence of strategic partners that can be relied on to refer new Step 5: Operate a Lead Generation Trio customers. These leads are often the highest quality. Step 6: Make Selling a System While most businesses find they develop a primary lead generation Step 7: Living By the Calendar tactic, it’s the thoughtful combination of repeated contacts, consistently placed, that leads to the greatest long-term, trust- building marketing.
  • 20. Step 6 “The lack of a semblance of a systematic approach to selling is the biggest weakness for most small businesses.” – John Jantsch Make Selling a System Step 1: Strategy Before Tactics Oftentimes, the quickest way to make an impact on an organization’s marketing results is to go to work on the lead Step 2: The Marketing Hourglass ™ conversion or sales process. Step 3: Publish Educational Content The lack of any semblance of a systematic approach to selling is the Step 4: Create a Total Web Presence biggest weakness for most small businesses. The focus of marketing Step 5: Operate a Lead Generation Trio is almost always on generating more leads. While leads are certainly important, the obsession with generating them consumes Step 6: Make Selling a System a significant amount of time and money. Step 7: Living By the Calendar Installing a sales system, one that everyone in the organization who is involved in selling operates, is the fastest way to improve overall marketing results. We’re assuming you’ve also narrowly defined your ideal client , created a significant way to differentiate your business , and are consistently building trust through educational content. The end result for most businesses we work with is that we dramatically reduced the number of leads they are chasing (decreased expense) while also dramatically increasing the number of leads they are converting to customers (increased revenue). If you’re moving prospects logically through the Marketing Hourglass, you will notice that by the time they get serious about a buying decision, they’ve already sold themselves. This approach almost makes selling a non-issue and delivers stunningly high conversation rates. Below are the essential ingredients needed to operate your lead conversion system: - Discovery. You must have a planned response when a lead asks for more information. I know this sounds obvious, but few businesses do more than react. In order to move prospects, you must have a call to action, education plan, and filter that helps qualify and direct leads to the next step. This is a significant step
  • 21. Step 6 “The lack of a semblance of a systematic approach to selling is the biggest weakness for most small businesses.” – John Jantsch Make Selling a System Step 1: Strategy Before Tactics and one that can help you stop chasing the wrong leads while also giving you an opportunity to create a unique experience. Interrupt Step 2: The Marketing Hourglass ™ the norm for your industry here and you’ll help further cement Step 3: Publish Educational Content how you’re different. Step 4: Create a Total Web Presence - Presentation. Once a prospect determines they need to know Step 5: Operate a Lead Generation Trio more about your specific offerings, either by way of a demo or sales call, it’s important that you have a set way to present your Step 6: Make Selling a System organization. This is a point where many sales folks go out and try Step 7: Living By the Calendar to answer the questions that prospects have. The problem with this approach is most prospects don’t know what questions they should have, so it’s really up to you to start adding value in the relationship by presenting what you know is useful, while also discovering their unique challenges. This is part scripted, part art, but it should be practiced consistently across the organization. - Nurturing. Depending on the buying habits of your ideal customer or sales cycle for your particular industry, you will need a systematic approach for keeping leads that are starting an information-seeking process warm as they move towards a buying decision. This is a place where technology can certainly help you make automated contacts via email or snail mail. Creating planned education events, such as online seminars and peer-to-peer panel discussions, is another very effective way to nurture leads and continue to educate. - Transaction. For many in selling, the game ends when the customer says yes. Your lead generation conversion system must be created in a way that delivers the same experience once a prospect becomes a customer as was delivered throughout the courting period. The best way to do this is though a planned orientation process where you continue the educational approach by teaching the customer how to get the most from what they’ve agreed to buy. This can be through a simple training video or a more elaborate new customer process, but this important step leads to a smooth transition from prospect to customer and often sets the tone for additional purchases and referrals.
  • 22. Step 6 “The lack of a semblance of a systematic approach to selling is the biggest weakness for most small businesses.” – John Jantsch Make Selling a System Step 1: Strategy Before Tactics - Review. Your selling system won’t be complete until you create a process that allows you to measure and communicate the results Step 2: The Marketing Hourglass ™ your customers are experiencing. One of the best ways to do this Step 3: Publish Educational Content is through some form of planned results review process. By setting the expectation for this process up front, you send a very strong Step 4: Create a Total Web Presence signal that results matter, but you also get the opportunity to Step 5: Operate a Lead Generation Trio address issues that didn’t go as expected, as well as collect client success stories and testimonials from your happiest clients. Step 6: Make Selling a System Step 7: Living By the Calendar
  • 23. Step 7 “We are what we repeatedly do. Marketing, then is not an act, but a habit.” – Aristotle Living By the Calendar Step 1: Strategy Before Tactics It’s tough to get around to marketing. We get it. You didn’t start your business because you were dying to get your hands dirty with Step 2: The Marketing Hourglass ™ blogging, copywriting, and selling. But you soon found out that Step 3: Publish Educational Content your business would die if you did not. So, what to do? Step 4: Create a Total Web Presence The secret to getting marketing done is to make it a habit. Or, if we Step 5: Operate a Lead Generation Trio may roughly paraphrase Aristotle – “We are what we repeatedly do. Marketing, then is not an act, but a habit.” Step 6: Make Selling a System Step 7: Living By the Calendar Most of us have more experience trying to break a bad habit than establish a good one. The secret is to create a system and practice until it becomes second nature. When it comes to marketing, we’ve learned that small business owners can move towards making marketing a habit by doing these three things. 1) Monthly themes. Choose one marketing need – redo your website, write your marketing kit, create a new customer process – and make it the theme for that month. You can even plan out the next six months this way and you’ll stand a better chance of actually getting these done. This is a great idea when it comes to getting your entire staff focused on one thing. The problem comes when we try to do it all at once. We get overwhelmed and don’t get anything done. Make it simple, take the long view, and watch what happens. 2) Weekly reviews. When it comes right down to it, once you’re clear on your marketing strategy, marketing itself becomes a set of projects. When you start to look at marketing as the habit of focusing on a group of projects, you can begin to break those projects down into action steps or tasks. Your weekly marketing review should include everyone in your organization and post the simple question, “What needs to be done next?” to each project on your plate.
  • 24. Step 7 “We are what we repeatedly do. Marketing, then is not an act, but a habit.” – Aristotle Living By the Calendar Step 1: Strategy Before Tactics 3) Daily appointments. While you may have many things on your daily calendar, make it a habit to schedule one Step 2: The Marketing Hourglass ™ time slot dedicated solely to marketing each day. This Step 3: Publish Educational Content is the only way to keep the focus where it belongs – on constant advancement and improvement. Step 4: Create a Total Web Presence Step 5: Operate a Lead Generation Trio Step 6: Make Selling a System Step 7: Living By the Calendar
  • 25. About Us Duct Tape Marketing Step 1: Strategy Before Tactics About John Jantsch Step 2: The Marketing Hourglass ™ John Jantsch is a marketing consultant, award-winning social media Step 3: Publish Educational Content publisher and author of two best-selling books, Duct Tape Marketing Step 4: Create a Total Web Presence and The Referral Engine . Step 5: Operate a Lead Generation Trio His blog was chosen as a Forbes favorite for marketing and small Step 6: Make Selling a System business, and his podcast, a top ten marketing show on iTunes, was called a “must listen” by Fast Company magazine. Step 7: Living By the Calendar About the Ultimate Marketing System Created by John Jantsch, the Ultimate Marketing System is a complete small business marketing system consisting of 5 modules that include audio, video, workbooks, worksheets and additional materials – the product of over 20 years of working with some of America’s most successful small businesses and independent professionals. Hire a Duct Tape Marketing Consultant John Jantsch also created The Duct Tape Marketing Consulting Network that trains and licenses small business marketing consultants around the world. These marketing consultants help you complete your ultimate marketing plan. You’ll receive one-on-one attention from a marketing pro that can help you craft a powerful marketing plan, hold you accountable for completing each step, and then show you how to implement the plan to grow your business. To get started with a consultant complete a free Signature Brand Audit (a $250 value) and Duct Tape Marketing will assign a consultant that best meets your needs.