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5 Ways Smart Local
Businesses Get More Leads

                  Presented by Tyler Garns
              Director of Marketing, Infusionsoft




@tylergarns
Housekeeping
     •    A/V Check
     •    You’re all on mute
     •    This is not a demo of Infusionsoft
          Go to: http://www.infusionsoft.com/demo
     •    Ask questions through GoToWebinar - I’ll handle
          them at the end, Quick survey when you leave
     •    Feel free to tweet if you like the content
     •    I’ll launch a few polls to make this interactive
     •    How to get a bonus with Infusionsoft
@tylergarns
The Big
         Local Lie
I don’t need to market, I get my leads from referrals

 @tylergarns
FAIL  The Big
         Local Lie
I don’t need to market, I get my leads from referrals

 @tylergarns
What is a lead?
     •    Someone who has expressed interest in your
          product or service...
     •    ...OR in a subject related to your product or
          service
     •    You must have contact information for it to be
          a real lead
         -    Phone number, mailing address, email

     •    You must have permission to contact them
          and follow up with business related
          information
@tylergarns
5      Ways Smart Local
      Businesses Get More


@tylergarns
             Leads
1
@tylergarns
              Focus On Lead
                 Capture
Poll: Are you systematic about
             capturing leads?
     •    I have established processes for me & my
          employees to capture lead information during
          ANY interaction with a potential customer
     •    I have processes for capturing leads that are
          followed most of the time
     •    I capture leads about half of the time
     •    I rarely capture lead information
     •    I never capture lead information

@tylergarns
Most businesses
              aren’t aware of the
               opportunity right
               under their noses

@tylergarns
Let’s look at a couple
           of examples


@tylergarns
Restaurants




  Big Mistake
@tylergarns
Check this out...
     •    Every person who you give a buzzer to
          ALREADY HAS a built-in buzzer AND a lead
          capture mechanism
     •    They are physically and emotionally attached
     •    They can’t live without it
     •    It’s called a cell phone
     •    Instead of a buzzer, ask for the cell phone #
           - you’ll send a text message when the table is
          ready, then get permission to send coupons

@tylergarns
How about a service business?
         Door-to-door sales




@tylergarns
Door-to-door sales
     •    Most door-to-door sales people move on if
          they can’t close the deal
     •    But, every interaction is an opportunity to get
          a lead
     •    What if they offered a free report?
     •    How can you creatively capture their email or
          cell phone?




@tylergarns
What if you’re advertising?




@tylergarns
Direct Mail




@tylergarns
QR Codes




@tylergarns
QR Codes


        • Drive offline traffic
              online via mobile
              phone

        • Visual link
        • Mobile bar code


@tylergarns
QR Codes

        • If your target market:
              -   Uses smart phones

              -   Is educated

              -   Has a decent income

        • You’ve got a good
              change of QR codes
              working

@tylergarns
Why use QR codes?



        • Get a deal
        • Find out more
        • etc.



@tylergarns
If I were using QR codes...
     •    Always offer a text option as well
          (you already know they’re on a phone)
          According to the InsightExpress “Digital
          Consumer Portrait” SMS is the preferred way
          to receive mobile coupons
     •    Drive people to a mobile friendly page that
          requests a cell phone number or email
          address to get to the offer
     •    Drip mobile coupons via SMS, drive people to
          SMS coupons via email

@tylergarns
2
@tylergarns
              Local SEO
Google Places




@tylergarns
How?
     •    http://www.google.com/places/
     •    Don’t forget about:
     •    http://www.bing.com/businessportal
     •    http://listings.local.yahoo.com/




@tylergarns
Basic SEO
     •    Use the Google Keyword Tool to research
          common phrases people use to find what you
          offer
     •    Make sure your page titles use those
          keywords
     •    Write page copy with those keywords, don’t
          “stuff” keywords
     •    Inbound links - get listed in local directories,
          chamber site, local bloggers, PR, partners,
          etc.
@tylergarns
Let’s talk more about inbound
     •    Contact all the local bloggers with a decent
          following
         -    Offer to write a guest blog twice per month

     •    Get involved in Social Media
         -    Understand that Social Media is a traffic driving
              mechanism

         -    Drive your SM traffic to your site or landing page
              where you can capture leads



@tylergarns
Traffic is a bad drug...
     •    Traffic is not a bad thing, but...
     •    Most people focus way too much on driving
          traffic while ignoring lead capture &
          conversion
     •    Create lead magnets on your site to capture
          leads
     •    Be intentional about driving people to your
          lead magnets
     •    Be creative - don’t just offer a newsletter

@tylergarns
3       Segment Like Crazy


@tylergarns
I know someone who...
     •    WASTES $25,000 each month on direct mail
          advertising
     •    It’s a business that creates custom gates for
          homes, farms, businesses, etc
     •    I asked: “Do you know which zip codes are
          performing and which aren’t?”
     •    The answer was “No”
     •    Direct mail (or any advertising) can be effective
          if you track & segment

@tylergarns
How can you segment?
     •    Behavior -
         -    do they open your emails, do they click, do they
              visit your site, do they visit your store, do they call
              in, have they made a purchase, if so - what did
              they buy?

     •    Demographics
         -    postal code, age, sex, income, etc.

     •    Psychographics
         -    what are their wants, needs, desires, fears?

@tylergarns
4
@tylergarns
              Partnerships
The key to a powerful
       partnership is to
      CREATE VALUE for
       your customers

@tylergarns
Examples
     •    Photographer & Make-Up Artist
         -    As a photog, build in to pricing the cost of the
              make-up artist - this is VALUE for the customer,
              and business for the partner

     •    Business Law Firm & Accountant
         -    Legal issues often deal heavily in financial issues
              - suing, defending a suit, etc.

         -    Have an accountant present at a client meeting
              for advice

         -    Vice versa
@tylergarns
Do’s & Don’ts of Partnerships
     •    Don’t just decide to give each other referrals,
          this doesn’t create VALUE, and is rarely
          sustainable
     •    Do be willing to OVER-DELIVER on your side
     •    Don’t try & make the partnership “EVEN”
     •    Do build your partner’s business INTO your
          business, and yours into hers
     •    Do make the partnership part of your sales &
          delivery PROCESS, not an afterthought

@tylergarns
5
@tylergarns
              Promote Local
Your customers will:
     •    Buy local when it’s convenient
     •    Buy local when they have a relationship with
          you
     •    Buy local when informed
     •    Pay more once they’re loyal to local
          businesses




@tylergarns
Promote Local




@tylergarns
@tylergarns
Join
     •    Join your local chapter of local first
     •    Many communities have a local first (or similar
          organization). If yours doesn’t, create one, or
          work with your local chamber to create one
     •    Join your chamber of commerce and attend
          meetings to discuss how you can promote
          local buying as a chamber
     •    Work with local news outlets to promote local
          businesses and the good they’re doing for the
          community
@tylergarns
!
@tylergarns
              Bonus:
!
@tylergarns
                  Bonus:
              Referral Strategy
Know the right times:
     •    It’s best to ask for referrals:
         -    During the time of purchase

         -    During the time of a repeat purchase

         -    Shortly AFTER a recent purchase

         -    After a customer satisfaction survey where the
              person says they’re satisfied

     •    Don’t ask for referrals:
         -    When the customer isn’t happy

         -    Make them happy first
@tylergarns
Make the process systematic
     •    First incentivize employees for collecting
          referrals AND for referrals that close
     •    Create processes for referral collection to
          happen automatically
     •    Track referral volume and conversion rate
          month-to-month
     •    Offer an incentive for referrals that they can’t
          get anywhere else
     •    Train employees consistently

@tylergarns
Poll: How much additional
        revenue would you bring in
        each month if you captured
       leads in every circumstance?
     •    $1,000
     •    $5,000
     •    $10,000
     •    $25,000 or more


@tylergarns
Generating leads is
          only the beginning


@tylergarns
Framework for Strategy:
   The Perfect Customer Lifecycle




@tylergarns
@tylergarns
@tylergarns
@tylergarns
All-In-One




@tylergarns
Would you like more information
  about how Infusionsoft can help
  you capture leads & more of the
    opportunity in front of you?

     •    Yes
     •    No
     •    I’m already a customer


@tylergarns
Get a bonus with
                Infusionsoft:
         http://www.infusionsoft.com/demo




@tylergarns
Questions?

       Call 866.800.0004 Ext. 1


@tylergarns

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5 Ways Smart Local Businesses Get More Leads

  • 1. 5 Ways Smart Local Businesses Get More Leads Presented by Tyler Garns Director of Marketing, Infusionsoft @tylergarns
  • 2. Housekeeping • A/V Check • You’re all on mute • This is not a demo of Infusionsoft Go to: http://www.infusionsoft.com/demo • Ask questions through GoToWebinar - I’ll handle them at the end, Quick survey when you leave • Feel free to tweet if you like the content • I’ll launch a few polls to make this interactive • How to get a bonus with Infusionsoft @tylergarns
  • 3. The Big Local Lie I don’t need to market, I get my leads from referrals @tylergarns
  • 4. FAIL The Big Local Lie I don’t need to market, I get my leads from referrals @tylergarns
  • 5. What is a lead? • Someone who has expressed interest in your product or service... • ...OR in a subject related to your product or service • You must have contact information for it to be a real lead - Phone number, mailing address, email • You must have permission to contact them and follow up with business related information @tylergarns
  • 6. 5 Ways Smart Local Businesses Get More @tylergarns Leads
  • 7. 1 @tylergarns Focus On Lead Capture
  • 8. Poll: Are you systematic about capturing leads? • I have established processes for me & my employees to capture lead information during ANY interaction with a potential customer • I have processes for capturing leads that are followed most of the time • I capture leads about half of the time • I rarely capture lead information • I never capture lead information @tylergarns
  • 9. Most businesses aren’t aware of the opportunity right under their noses @tylergarns
  • 10. Let’s look at a couple of examples @tylergarns
  • 11. Restaurants Big Mistake @tylergarns
  • 12. Check this out... • Every person who you give a buzzer to ALREADY HAS a built-in buzzer AND a lead capture mechanism • They are physically and emotionally attached • They can’t live without it • It’s called a cell phone • Instead of a buzzer, ask for the cell phone # - you’ll send a text message when the table is ready, then get permission to send coupons @tylergarns
  • 13. How about a service business? Door-to-door sales @tylergarns
  • 14. Door-to-door sales • Most door-to-door sales people move on if they can’t close the deal • But, every interaction is an opportunity to get a lead • What if they offered a free report? • How can you creatively capture their email or cell phone? @tylergarns
  • 15. What if you’re advertising? @tylergarns
  • 18. QR Codes • Drive offline traffic online via mobile phone • Visual link • Mobile bar code @tylergarns
  • 19. QR Codes • If your target market: - Uses smart phones - Is educated - Has a decent income • You’ve got a good change of QR codes working @tylergarns
  • 20. Why use QR codes? • Get a deal • Find out more • etc. @tylergarns
  • 21. If I were using QR codes... • Always offer a text option as well (you already know they’re on a phone) According to the InsightExpress “Digital Consumer Portrait” SMS is the preferred way to receive mobile coupons • Drive people to a mobile friendly page that requests a cell phone number or email address to get to the offer • Drip mobile coupons via SMS, drive people to SMS coupons via email @tylergarns
  • 22. 2 @tylergarns Local SEO
  • 24. How? • http://www.google.com/places/ • Don’t forget about: • http://www.bing.com/businessportal • http://listings.local.yahoo.com/ @tylergarns
  • 25. Basic SEO • Use the Google Keyword Tool to research common phrases people use to find what you offer • Make sure your page titles use those keywords • Write page copy with those keywords, don’t “stuff” keywords • Inbound links - get listed in local directories, chamber site, local bloggers, PR, partners, etc. @tylergarns
  • 26. Let’s talk more about inbound • Contact all the local bloggers with a decent following - Offer to write a guest blog twice per month • Get involved in Social Media - Understand that Social Media is a traffic driving mechanism - Drive your SM traffic to your site or landing page where you can capture leads @tylergarns
  • 27. Traffic is a bad drug... • Traffic is not a bad thing, but... • Most people focus way too much on driving traffic while ignoring lead capture & conversion • Create lead magnets on your site to capture leads • Be intentional about driving people to your lead magnets • Be creative - don’t just offer a newsletter @tylergarns
  • 28. 3 Segment Like Crazy @tylergarns
  • 29. I know someone who... • WASTES $25,000 each month on direct mail advertising • It’s a business that creates custom gates for homes, farms, businesses, etc • I asked: “Do you know which zip codes are performing and which aren’t?” • The answer was “No” • Direct mail (or any advertising) can be effective if you track & segment @tylergarns
  • 30. How can you segment? • Behavior - - do they open your emails, do they click, do they visit your site, do they visit your store, do they call in, have they made a purchase, if so - what did they buy? • Demographics - postal code, age, sex, income, etc. • Psychographics - what are their wants, needs, desires, fears? @tylergarns
  • 31. 4 @tylergarns Partnerships
  • 32. The key to a powerful partnership is to CREATE VALUE for your customers @tylergarns
  • 33. Examples • Photographer & Make-Up Artist - As a photog, build in to pricing the cost of the make-up artist - this is VALUE for the customer, and business for the partner • Business Law Firm & Accountant - Legal issues often deal heavily in financial issues - suing, defending a suit, etc. - Have an accountant present at a client meeting for advice - Vice versa @tylergarns
  • 34. Do’s & Don’ts of Partnerships • Don’t just decide to give each other referrals, this doesn’t create VALUE, and is rarely sustainable • Do be willing to OVER-DELIVER on your side • Don’t try & make the partnership “EVEN” • Do build your partner’s business INTO your business, and yours into hers • Do make the partnership part of your sales & delivery PROCESS, not an afterthought @tylergarns
  • 35. 5 @tylergarns Promote Local
  • 36. Your customers will: • Buy local when it’s convenient • Buy local when they have a relationship with you • Buy local when informed • Pay more once they’re loyal to local businesses @tylergarns
  • 39. Join • Join your local chapter of local first • Many communities have a local first (or similar organization). If yours doesn’t, create one, or work with your local chamber to create one • Join your chamber of commerce and attend meetings to discuss how you can promote local buying as a chamber • Work with local news outlets to promote local businesses and the good they’re doing for the community @tylergarns
  • 40. ! @tylergarns Bonus:
  • 41. ! @tylergarns Bonus: Referral Strategy
  • 42. Know the right times: • It’s best to ask for referrals: - During the time of purchase - During the time of a repeat purchase - Shortly AFTER a recent purchase - After a customer satisfaction survey where the person says they’re satisfied • Don’t ask for referrals: - When the customer isn’t happy - Make them happy first @tylergarns
  • 43. Make the process systematic • First incentivize employees for collecting referrals AND for referrals that close • Create processes for referral collection to happen automatically • Track referral volume and conversion rate month-to-month • Offer an incentive for referrals that they can’t get anywhere else • Train employees consistently @tylergarns
  • 44. Poll: How much additional revenue would you bring in each month if you captured leads in every circumstance? • $1,000 • $5,000 • $10,000 • $25,000 or more @tylergarns
  • 45. Generating leads is only the beginning @tylergarns
  • 46. Framework for Strategy: The Perfect Customer Lifecycle @tylergarns
  • 51. Would you like more information about how Infusionsoft can help you capture leads & more of the opportunity in front of you? • Yes • No • I’m already a customer @tylergarns
  • 52. Get a bonus with Infusionsoft: http://www.infusionsoft.com/demo @tylergarns
  • 53. Questions? Call 866.800.0004 Ext. 1 @tylergarns