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Lifecycle
Marketing
Workbook
Ruben Santiago
Attract More Leads to Your Business
Identify your target market and bring in new leads
Who are my ideal customers?
(use demographics and other details you have gathered)
What do they care about?
(efficiency, ease of use, time, etc)
Where do they “hang out?”
(social media, online, conferences, etc)
What would be attractive to them (what is the “apple” that they would enjoy)?
(educational materials, coupons, contests, etc)
How can I make a “corral” for potential customers who are interested in the
attractive offer? (database, spreadsheet, CRM, etc)
Identify and attract your target market
Lifecycle Marketing 2
We help small businesses succeed.
Educating Leads
Make the Offer
2.	 How can I address those concerns?
(email series, white paper, website, videos)
Sell More, Earn More
Get organized, educate your leads and close more sales
3.	 How can I offer more value as I educate potential customers?
(send additional resources, showcase differences between our product and others,
special offers, etc)
1.	 What questions do potential customers have before they buy from me?
(product details, cost, warranty, social proof, etc)
1.	 What is my compelling offer?
Lifecycle Marketing 3
We help small businesses succeed.
1
2
3
2.	 When should I extend the offer?
(after they read the e-book, after a conference, when they initiate a call with a sales rep, etc)
3.	 What does a prospect that is ready to buy “look like?”
(watched a video, read an e-book, etc)
Close the Sale
1.	 How do customers buy from me?
(online, in person, sales team)
2.	 Is this an easy way to buy?
3.	 How can I make it even easier?
* Take some of the ideas you brainstormed above and choose 2-3 actionable items you can 	 	
start implementing right away.
4.	 What are the top 2-3 things I can do to improve my selling system?
Lifecycle Marketing 4
We help small businesses succeed.
1.	 What are 5 things I can do to wow my customers during the first 30 days?
(send cards, quality and unique packaging, coupons, personal phone call, etc)
1
2
3
4
5
2.	 What are 5 things I can do to continue to wow my customers after the first 30 days?
(periodic surveys, birthday cards, holiday announcements, etc)
1
2
3
4
5
Circle your top 2 ideas for each category and start to put a plan in place.
Additional items to work on
Wow Your Customers
Create a culture of Wow to earn repeat sales, referrals and testimonials
1.	 How can I find out how my customers are feeling?
(surveys, email, phone call, etc)
Lifecycle Marketing 5
We help small businesses succeed.
2.	 When a customer isn’t happy, what can I do to reach out and make the situation better?
3.	 When a customer is happy, how can I ask for referrals, repeat sales or testimonials?
Lifecycle Marketing 6
We help small businesses succeed.
Fulfill orders on time
Follow-up with emails
Answer questions that they pose
Send a $5 gift card with every purchase
Start a rewards or loyalty program
Provide a surprise discount
Send a book with a personal note
Send a pizza or a pizza gift card
Provide special private shopping hours or prizes
during certain hours
Throw a party for all of your customers at your next
major event
Provide a gift card for an item in your store or on
your website
Provide offers to customers who contribute ideas or
engage with your company online
Celebrate an event, such as a birthday or anniversary
Celebrate a milestone, such as number of years as a
customer
Send a gift card for a free car wash
Offer free wrapping for product purchases
Name a star after their company
Send a box of office supplies
Send them a Payday candy bar
Provide group/bulk order opportunities
Follow them on Twitter
Give them bonus items
Send personalized address labels
Send samples of new products
Give a night out at the movies
Respond to complaints
Call them and say thank you
Send a handwritten thank you note
Send a lottery ticket with every purchase
Feature a customer on your website
Send cookies, fruit, or flowers
Donate on behalf of your customer
Plant a tree on behalf of your customer
Meet up with customers in the cities that you are
visiting
Randomly select a few customers to receive a
product that you upsell
Provide an upgrade for free
Send unique swag, such as a guitar pick earrings for
music lovers or sippy cups for parents with kids
Schedule lunch at your office and invite customers to
attend and share feedback
Tell your customers how their feedback was
implemented
Give them a free song download
Include a free USB flash drive with their order
Send a laminated reference guide or chart
Create a video message and send it via email
Send a small gift
Upgrade their shipping to priority mail
Hire them
Pre-order exclusive items
Give them an inexpensive photo album
Provide a make-over related to your product
Send them a travel mug filled with tea
50 Cost-effective Ways to Wow Your Customers
Wow My Customers Worksheet
1.	 Place an X in the box next to the items that you’ll want to use to wow your customers.
2.	 Add additional items that you want to incorporate in the space provided.
Lifecycle Marketing 7
We help small businesses succeed.
We help small businesses succeed.
"Since implementing Infusionsoft in 2009,
we've doubled our profit and
annual sales."
Jermaine Griggs, Hear and Play
Ruben Santiago
Ruben@VPK247.com
ww.VPK247.com
(727) 481-6902 VPK247.com
CALL FOR A FREE DEMO

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20141205-LCM-Workbook-cobrand-3

  • 2. Attract More Leads to Your Business Identify your target market and bring in new leads Who are my ideal customers? (use demographics and other details you have gathered) What do they care about? (efficiency, ease of use, time, etc) Where do they “hang out?” (social media, online, conferences, etc) What would be attractive to them (what is the “apple” that they would enjoy)? (educational materials, coupons, contests, etc) How can I make a “corral” for potential customers who are interested in the attractive offer? (database, spreadsheet, CRM, etc) Identify and attract your target market Lifecycle Marketing 2 We help small businesses succeed.
  • 3. Educating Leads Make the Offer 2. How can I address those concerns? (email series, white paper, website, videos) Sell More, Earn More Get organized, educate your leads and close more sales 3. How can I offer more value as I educate potential customers? (send additional resources, showcase differences between our product and others, special offers, etc) 1. What questions do potential customers have before they buy from me? (product details, cost, warranty, social proof, etc) 1. What is my compelling offer? Lifecycle Marketing 3 We help small businesses succeed.
  • 4. 1 2 3 2. When should I extend the offer? (after they read the e-book, after a conference, when they initiate a call with a sales rep, etc) 3. What does a prospect that is ready to buy “look like?” (watched a video, read an e-book, etc) Close the Sale 1. How do customers buy from me? (online, in person, sales team) 2. Is this an easy way to buy? 3. How can I make it even easier? * Take some of the ideas you brainstormed above and choose 2-3 actionable items you can start implementing right away. 4. What are the top 2-3 things I can do to improve my selling system? Lifecycle Marketing 4 We help small businesses succeed.
  • 5. 1. What are 5 things I can do to wow my customers during the first 30 days? (send cards, quality and unique packaging, coupons, personal phone call, etc) 1 2 3 4 5 2. What are 5 things I can do to continue to wow my customers after the first 30 days? (periodic surveys, birthday cards, holiday announcements, etc) 1 2 3 4 5 Circle your top 2 ideas for each category and start to put a plan in place. Additional items to work on Wow Your Customers Create a culture of Wow to earn repeat sales, referrals and testimonials 1. How can I find out how my customers are feeling? (surveys, email, phone call, etc) Lifecycle Marketing 5 We help small businesses succeed.
  • 6. 2. When a customer isn’t happy, what can I do to reach out and make the situation better? 3. When a customer is happy, how can I ask for referrals, repeat sales or testimonials? Lifecycle Marketing 6 We help small businesses succeed.
  • 7. Fulfill orders on time Follow-up with emails Answer questions that they pose Send a $5 gift card with every purchase Start a rewards or loyalty program Provide a surprise discount Send a book with a personal note Send a pizza or a pizza gift card Provide special private shopping hours or prizes during certain hours Throw a party for all of your customers at your next major event Provide a gift card for an item in your store or on your website Provide offers to customers who contribute ideas or engage with your company online Celebrate an event, such as a birthday or anniversary Celebrate a milestone, such as number of years as a customer Send a gift card for a free car wash Offer free wrapping for product purchases Name a star after their company Send a box of office supplies Send them a Payday candy bar Provide group/bulk order opportunities Follow them on Twitter Give them bonus items Send personalized address labels Send samples of new products Give a night out at the movies Respond to complaints Call them and say thank you Send a handwritten thank you note Send a lottery ticket with every purchase Feature a customer on your website Send cookies, fruit, or flowers Donate on behalf of your customer Plant a tree on behalf of your customer Meet up with customers in the cities that you are visiting Randomly select a few customers to receive a product that you upsell Provide an upgrade for free Send unique swag, such as a guitar pick earrings for music lovers or sippy cups for parents with kids Schedule lunch at your office and invite customers to attend and share feedback Tell your customers how their feedback was implemented Give them a free song download Include a free USB flash drive with their order Send a laminated reference guide or chart Create a video message and send it via email Send a small gift Upgrade their shipping to priority mail Hire them Pre-order exclusive items Give them an inexpensive photo album Provide a make-over related to your product Send them a travel mug filled with tea 50 Cost-effective Ways to Wow Your Customers Wow My Customers Worksheet 1. Place an X in the box next to the items that you’ll want to use to wow your customers. 2. Add additional items that you want to incorporate in the space provided. Lifecycle Marketing 7 We help small businesses succeed.
  • 8. We help small businesses succeed. "Since implementing Infusionsoft in 2009, we've doubled our profit and annual sales." Jermaine Griggs, Hear and Play Ruben Santiago Ruben@VPK247.com ww.VPK247.com (727) 481-6902 VPK247.com CALL FOR A FREE DEMO