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Turnkey B2B Lead Generation Campaigns
                        Fill your pipeline with leads




Marketing that works
Introduction
IDS Technology Marketing is a marketing group that delivers turnkey
lead generation campaigns, branding and creative services for
mid-market companies.


Over the last four years we’ve designed a number of turnkey lead
generation campaigns that we’ve used hundreds of times in the field.
Our clients enjoy being able to “pick and choose” from a list of proven
campaigns. Often they tell us these campaigns outperform any of
their previous marketing efforts; they’re especially effective in B2B
companies selling a high-value or complex product or service.


Why are we giving away some of our “secret sauce”?


We thought we’d share some of our expertise and knowledge with
companies that can benefit from it. If you’re able to execute the
programs with your in-house resources—we’re happy to “pay it
forward” and glad to contribute to your success.


If you’d like to have us manage them for you, it’s our business, so email
or give us a call for more details and pricing. You might be surprised at
our affordability.


Phone: 877.675.8303
Email: hello@idstm.com
Chapter                               PAge
Executive Door Opener	                 4
Dimensional Mailer	                    8
Informational Microsite	               12
Lead Generation Webinar	               16
Live Event	                            20
Promotional Announcement	              24
Send-A-Ball Meeting Grabber	           28
Trade Show Promotions & Follow–Ups	    32
Basic Promotional Package	             36
Executive Appointment Setting	         40
Ex
  ec
O D ut
 pe o iv
   neor e
     r
executive door
opener (EDO)
Need to get the attention of those hard-to-reach executives? Reward
your top sales reps with an executive door opening campaign that
gets prospects’ attention with an irresistible offer. Send a “teaser” gift
to 20 enterprise executives or other hard-to-reach prospects with the
promise of another high-value gift for those who attend a meeting.

Pick a gift that fits your target market and the value of your leads.
Examples include:


 »»      A Kindle 2 Leather Cover as a teaser and a free Kindle 2
         Wireless Reading Device for attending an appointment


 »»      A free service analysis such as an IT assessment or ROI
         analysis as a teaser and a free iPad for attending an
         appointment


 »»      A business travel accessories kit as a teaser and a free
         airline voucher for attending an appointment

After delivery, reach out to all prospects with two email invitations
and up to three phone calls to schedule their appointment. This
eight week integrated marketing campaign is a great way to
make an impression … and move those “stuck” or hard-to-reach
prospects into action!


Goal
Obtain meetings with those hard-to-reach executives.


Target Audience
Top 20 executive prospects in your database.



                    Chapter 1: Executive Door Opener • Page 5            www.idstm.com
Typical Timeline
   week 1    Hold marketing consultation to discuss messaging

             Order the door opener item




   week 2    Finalize copy and design for letter, collateral insert, landing page and email

             Final mailing list due

             Go to print




   week 3    Print and hand-cut “custom” mail pieces

             Assemble mailer and packaging

             Seal packages with custom wraps and prepare for shipping

             Ship teaser items via FedEx Ground

             Go live with landing page




   week 4    Send first email to prospects not yet registered for an appointment

             Follow-up calls for appointment setting




week 5 – 8   Meetings with prospects

             High-value gift fulfillment




   week 9    Campaign debrief




                 Chapter 1: Executive Door Opener • Page 6                         www.idstm.com
If you’d like to use our
campaign
What                                         Your
we handle                                    Responsibilities
»» One-hour marketing consultation           »» Deliver campaign goals and
                                                 messaging direction
»» Design & copywriting services for
    high-impact creative                     »» Deliver an EPS high-resolution
                                            version of your logo for printing
»» Teaser item procurement
»» Custom box wrap + your marketing »» Deliver feedback
   collateral included inside the teaser »» Deliver mailing list with name,
    mailing                                      company, physical address, email
                                                 address, and phone number
»» Printing, assembly & packaging to
    complete the door opener                 »» Use our promotional email to reach
                                                 out to your prospects
»» USPS priority shipping for added impact
    and to get the teaser into prospects’    »» Schedule meetings with interested
    hands quickly                                prospects that request meetings

»» Executive gift procurement and shipping »» Hold meetings
»» Create landing page for appointment »» Provide list of prospects attending
    request                                      appointments to receive gift card,
                                                 including name, company and
»» HTML email follow-up to reinforce             address
    message and drive to landing page

»» Telemarketing of up to three calls
    per person for increased success in
    getting appointments




                        Chapter 1: Executive Door Opener • Page 7                     www.idstm.com
Dimensional
Mailer
Need to get your prospects to take action? Make a strong
impression by sending a custom-designed dimensional mailpiece
that commands attention and demands action.

Add a custom landing page with trackable personalized URLs
(PURL) so your prospect can take the next step, whether it’s to
download a valuable whitepaper or register for a free consultation.

The sky’s the limit of what you can send … the best mailpieces
reflect the offer and have that Wow factor. In the past we’ve created
a custom piece that resembles an exact replica of an Apple iPadTM
to encourage prospects to register for a sales appointment during
which they’ll actually receive a free iPad.

We’ve also created a rotating cost-savings wheel, giving prospects
a taste of what they might experience from completing a custom
savings analysis.

After you send the dimensional mailpiece, follow up via email and
the phone to get your prospects to take action.


Goal
Make a strong impression to entice key prospects to register for a
specific service or appointment.


Target Audience
Prospects on your current list or new prospects to uncover.




                     Chapter 2: Dimensional Mailer • Page 9             www.idstm.com
Typical Timeline
 week 1    Hold marketing consultation to discuss target audience, messaging and campaign
           creative




 week 2    Finalize campaign details

           Create concepts




 week 3    Review concepts and copy for all components of campaign




 week 4    Signoff on design and copy

           Go-live with landing page




week 5–9   Send mailpieces

           Send follow-up emails

           Commence follow-up calls & telemarketing

           Hold meetings




week 10    Award incentive giveaway




                Chapter 2: Dimensional Mailer • Page 10                    www.idstm.com
If you’d like to use
our campaign
What                                  Your
we handle                             Responsibilities
»» One-hour marketing consultation to »» Confirm campaign goals and
    design the campaign and select the             messaging direction
    dimensional mailpiece
                                              »» Deliver an EPS high-resolution
»» Design & copywriting services for               version of your logo
    high-impact creative
                                              »» Deliver mailing list with name,
»» Printing, assembly & packaging to               company, physical address, email
    complete mailpiece                             address, and phone number

»» USPS priority or FedEX shipping for        »» Follow-up with your prospects to
    added impact and to get the mailer             schedule meetings
    into prospects’ hands quickly
                                              »» Hold meetings and deliver incentives
»» Create landing page for call-to-action          if included
    or appointment request
                                              »» Provide list of prospects attending
»» HTML email follow-up to reinforce               appointments to receive gift card,
    message and drive to landing page              including name, company and
                                                   address
»» Telemarketing of up to three calls
    per person for increased success in
    getting appointments




                           Chapter 2: Dimensional Mailer • Page 11                      www.idstm.com
INFORMATIONAL
MICROSITE
Promotional microsite
& pay-per-click
Need to add some “meat” to your website or promote a special
offering? It’s a common request from many companies selling
technology, professional services or market to other businesses.
Your site should evolve as you add new offerings and launch new
campaigns to deliver a clear and consistent message to your selling
and marketing.

To accomplish this, build a content-specific microsite onto your
existing website and optimize it to maximize search engine traffic.
After it’s complete, announce the site to your market in an online,
search-optimized press release and deliver a special offer to help
get the word out, drive appointments or registrations.

PLUS, the microsite is yours to continue promoting and driving
traffic for future lead generation activities.


Goal
Beef up your website with a content-specific microsite and use it as
part of a promotional announcement to your market.


Target Audience
New and current prospects.


Optional Promotional Methods
Add telemarketing, pay-per-click or banner advertising for a
wider reach.




                   Chapter 3: Informational Microsite • Page 13        www.idstm.com
Typical Timeline
   week 1    Campaign planning: discuss microsite content, announcement, website
             technology and pay-per-click campaign




   week 2    Microsite design & layout

             Circulate and edit overview of content to be included on page

             Signoff on microsite page components - content, supplemental materials
             and design




week 3 – 4   Copywriting and coding of microsite

             Procurement of hosting and URL if needed

             Copywriting, design & development of HTML email

             Selection of keywords and setup of Google Adwords campaigns




   week 5    Go live with microsite

             Send email promotion

             Launch Google Adwords campaigns




week 6 – 8   Google Adwords campaign monitoring and reporting

             Lead follow-up and appointment setting

             Campaign debrief




                 Chapter 3: Informational Microsite • Page 14                www.idstm.com
If you’d like to use
our campaign
What                                           Your
we handle                                      Responsibilities
»» One-hour marketing consultation             »» Deliver microsite content direction and
    to determine content to add and                 feedback
    strategy
                                               »» Deliver general direction and feedback
»» Messaging strategy & copywriting                 on keyword research and online ad
    (microsite & email)                             development

»» Microsite design & programming     »» Deliver access to existing website
»» Copywriting, design and development back-end to help with coding and
                                         integration
   for lead generation HTML email

»» Email blasting services &          »» Deliver house email/contact list of
                                                    customers and prospects if available
    management – 4 blasts to all
    prospects                                  »» Assist with announcement offer and
                                                    handle responses
»» Keyword research and ad copywriting
    for Google Adwords pay-per-click
    (PPC) campaign

»» Management and reporting on your
    online PPC campaigns




                          Chapter 3: Informational Microsite • Page 15                     www.idstm.com
LEAD GENERATION
WEBINAR
lead generation
webinar
Need to fill your pipeline with qualified leads? Build awareness for your
offering by holding an informational online webinar that educates your
target market and produces qualified leads.

Drive registration and attendance via a multi-touch campaign consisting
of telemarketing, Google AdWords, email marketing and special
incentives. Moderate and record the event on one of the popular
webinar platforms and generate near-term pipeline opportunities with
follow-up telemarketing to set live customer appointments.

Registration, attendance and qualified prospect results depend upon
your offering and geography, but our campaigns tend to average


  »»      150 Registrations


  »»      50 Attendees to the Live Event


  »»      10 Qualified Leads

Plus, the recorded webinar makes a great long-term marketing asset
to extend your reach and increase your visibility and lead flow.


Goal
Drive prospects to attend an informational webinar and convert
interested webinar attendees into appointments.


Target Audience
Prospects on your current list and new prospects to uncover.




                   Chapter 4: Lead Generation Webinar • Page 17             www.idstm.com
Typical Timeline
   week 1    Hold marketing consultation to discuss presentation, target audience, messaging
             and campaign




   week 2    Finalize campaign details

             Pick webinar date and decide on presenters

             Start building lists

             Write campaign copy for landing page, AdWords campaign and email blast




   week 3    Review campaign copy

             Circulate design for all components




   week 4    Go live with AdWords campaign, landing page and email blast

             Commence telemarketing




week 5 – 8   Continue promotions

             Prepare presentation for live webinar




   week 9    Reminder emails sent

             Presentation held and recorded




  week 10    Recorded webinar distributed

             Follow-up telemarketing to set appointments

             Award incentive giveaway

                Chapter 4: Lead Generation Webinar • Page 18                  www.idstm.com
If you’d like to use
our campaign
What                                  Your
we handle                             Responsibilities
»» One-hour marketing consultation to »» Deliver messaging direction and
    determine webinar plan                      feedback

»» Assistance in shaping the webinar       »» If you have a house list, deliver
    content, presentation and flow              mailing list with name, company,
                                                physical address, email address and
»» Messaging strategy & copywriting             phone number
    (telemarketing scripts, email &
    landing page)                          »» Use our promotional email to reach
                                                out to your existing customers and
»» Telemarketing to register prospects          prospects
    for the event

»» HTML email design & development         »» Contact and secure any guest
                                                speakers or customer success stories
»» Email blasting services &                    for the event
    management – 4 blasts to all
    prospects
                                           »» Attend webinar dry-run meeting to
                                                prepare for the live event
»» HTML registration page design &         »» Create and deliver webinar
    development
                                                presentation
»» 24-hour reminder email &                »» Schedule meetings with interested
    telemarketing
                                                prospects that request meetings
»» Webinar hosting, dry run, conference »» Hold meetings
   call fees, live event management &
   recording                            »» Provide list of prospects attending
                                           appointments to receive gift card,
»» Post-event landing page updating        including name, company and
    and on-demand management
                                                address
»» Post-event HTML email management
    & blasting services

»» Post-event telemarketing
»» Incentive promotion and procurement


                      Chapter 4: Lead Generation Webinar • Page 19                     www.idstm.com
5
LIVE
EVENT
    TNEVE
     EVIL
live in-person
event
Need to get in front of a collection of targeted c-level or managerial-
level executives? Hold an informative and fun event—in a
professional and exclusive atmosphere that builds credibility, drives
interaction and provides follow-up sales opportunities.

Drive registration and attendance via a multi-touch campaign
consisting of direct mail invitations, telemarketing and email
marketing along with an event registration landing page. Handle all
day-of-event promotional items, such as name badges, table cards,
signage and brochures, along with the logistical and live-event items
like room setup, refreshments and attendee takeaways.


Goal
Generate new sales leads. The number depends upon the event
size, venue and target market.


Target Audience
Prospects on your current list and new prospects we uncover.


Optional Promotional methods
Add a press release and Google AdWords for a wider reach.




                        Chapter 5: Live Event • Page 21                   www.idstm.com
Typical Timeline
   week 1    Hold marketing consultation to discuss event theme, location, venue and target
             audience size




   week 2    Finalize event location, theme and venue

             Copywriting, design and layout for invitation, email and registration landing page




   week 3    Determine all day of event details

             Design event materials

             Procure attendee incentives




   week 4    Send invitations

             Go live with registration page

             Commence telemarketing to drive registrations




week 5 – 8   Continue promotions

             Prepare presentation for live event




   week 9    Reminder emails and telemarketing

             Setup venue

             Hold live event




  week 10    Follow-up with key attendees and schedule appointments



                      Chapter 5: Live Event • Page 22                            www.idstm.com
If you’d like to use
our campaign
What                                      Your
we handle                                 Responsibilities
»» One-hour marketing consultation for »» Event planning participation
   event planning and development
                                          »» Deliver messaging direction and
»» Planning and coordination of each         feedback
   event, including venue room selection,
   meal and refreshments, audio/visual    »» If you have a house list, deliver
                                                   mailing list with name, company,
     and interface with venue staff
                                                   physical address, email address and
»» Acquisition and management of any               phone number
     incentive giveaways
                                              »» Use our promotional email to reach
»»   Dedicated project management                  out to your warm prospects
     resource
                                              »» Arrange and coordinate guest
»» Copywriting, design and printing of             speakers and/or customer success
     a professional, high-level invitation         stories
     mailed to executives to help build
     their interest and garner their RSVP     »» Develop your presentation for the
                                                   event
»»   Design and develop an online
                                              »» Host the live event
     registration page where interested
     prospects can learn more about the
     event – including the agenda, date &
                                              »» Follow-up with appointments and
                                                   confirm and host meetings
     time, location, topics being covered,
     and hosts – and RSVP immediately

»» Execute a 4-5 week targeted
     telemarketing campaign into a list of
     approximately 300 prospects to drive
     real-time registrations for the event

»» Phone follow-up to all event registrants
     24-hours prior to the event to remind
     them of the time and location and
     confirm their attendance

»» Creation of event deliverables, such
     as name badges, table name cards,
     24x36” signage



                               Chapter 5: Live Event • Page 23                           www.idstm.com
PROMOTIONAL
ANNOUNCEMENT
promotional
announcement
Need to get the word out regarding a special promotion, new
product launch or other important announcement? Grab a platform
and choose the most impactful media to ensure your target
audience hears not only hears your news, but also acts on your
call-to-action to add new leads to your sales funnel.

Start with an online press release, sent live on the newswire,
customized for organic search engine effectiveness and optimized
for social media so you’ll get maximum online presence.

Then send out an email blast and follow-up with telemarketing to
make sure your message is driven home and you get the kind of
responses you set out for.


Goal
Get the word out for a special message.


Target Audience
New and current prospects.


Optional Promotional methods
Add Google AdWords for a wider reach.




                Chapter 6: Promotional Announcement • Page 25      www.idstm.com
Typical Timeline
   week 1    Hold marketing consultation to discuss announcement, target audience,
             messaging and campaign




   week 2    Finalize campaign details

             Start building lists

             Write campaign copy for landing page, email blast and press release




   week 3    Review campaign copy

             Circulate design for all components




   week 4    Go live with landing page and email blast and press release

             Commence telemarketing




week 5 – 8   Continue promotions and schedule appointments




              Chapter 6: Promotional Announcement • Page 26                    www.idstm.com
If you’d like to use
our campaign
What                                        Your
we handle                                   Responsibilities
»» One-hour marketing consultation          »» Deliver announcement and
    to determine announcement and               messaging direction
    strategy
                                            »» Deliver feedback
»» Messaging strategy & copywriting         »» If you have a house list, deliver
    (press release, email & landing page)
                                                mailing list with name, company,
»» HTML email design & development              physical address, email address and
                                                phone number
»» Email blasting services &
    management – 4 blasts to all            »» Use our promotional email to reach
    prospects                                   out to your warm prospects

»» Optimizing press release for search      »» Follow-up with registrations
    and social media and distribution on
    the wire

»» HTML registration page design &
    development

»» Telemarketing




                     Chapter 6: Promotional Announcement • Page 27                    www.idstm.com
SEND-A-BALL
   MEETING
   GRABBER
send-a-ball
meeting grabber
Need to increase your reach? Get a meeting with your top prospects,
or maybe those prospects who are “stuck,” with an attention-getting,
fully-inflated red ball delivered straight to their desk via US postal
services—with your custom message on it.

The popular “red ball” campaign is a memorable way to invite
prospects to schedule a meeting to learn more about your offering,
register for an event, thank them for business, or inform them about
a new offering or product launch. The message on the ball drives
prospects to a custom landing page for them to register for an
appointment, with the promise of an incentive such as a $20 gift card
from the vendor of your choice for attending a meeting.

To maximize the campaign’s effectiveness, you’ll then reach out to
all prospects with two email invitations and up to three phone calls
to schedule their appointment. This eight week integrated marketing
campaign is a great way to make an impression … and get
the meeting!


Goal
Obtain meetings with your top prospects.



Target Audience
Top 100 prospects in your database.




                Chapter 7: Send-A-Ball Meeting Grabber • Page 29       www.idstm.com
Typical Timeline
   week 1    Hold marketing consultation to discuss messaging

             Deliver and review initial drafts of mailer and landing page copy




   week 2    Finalize copy and design for direct mailer, email and landing page

             Finalize mailing list

             Order “Send-a-Ball” direct mailers




week 3 – 4   Ship red balls




   week 5    Send first email to prospects not yet registered for an appointment




   week 6    Send second email to prospects not yet registered for an appointment

             Telemarketing to remaining prospects




week 7 – 8   Host meetings with prospects

             Fulfill and deliver gift card incentives




             Chapter 7: Send-A-Ball Meeting Grabber • Page 30                      www.idstm.com
If you’d like to use
our campaign
What                                       Your
we handle                                  Responsibilities
»» One-hour marketing consultation         »» Deliver messaging direction and
                                                feedback
»» Design & copywriting services for
    red balls, landing page and email      »» Deliver mailing list with name,
                                                company, physical address, email
»» Procure and deliver Send-A-Ball to           address, phone number
    grab attention and drive to landing
    page                                   »» Confirm scheduled meetings with
                                                interested prospects
»» Create landing page for appointment
    setting                                »» Hold meetings
»» HTML email follow-up to reinforce       »» Provide list of prospects attending
    message and drive to landing page           appointments to receive gift card,
                                                including name, company and
»» Telemarketing of up to three calls           address
    per person for increased success in
    getting appointments

»» Gift card purchase and fulfillment




                    Chapter 7: Send-A-Ball Meeting Grabber • Page 31                 www.idstm.com
am e is
      ,m yn
H ello            IONS
           PRO MOT
       HOW -UPS
    E S OW
TRADFOLL
AND
trade show promotion
and follow-up
Need to have a presence at your industry trade show? Build your
own, personalized “Trade Show In-a-Box” to make sure you get
people to your booth and follow-up appointments after the show.

Start by letting people know where and when you’ll be at the event via
a multi-touch campaign consisting of telemarketing, email marketing
and direct mail invites. Once you’re at the show, make sure you look
the part with professional banners and signage, datasheets and
marketing collateral, and fun giveaways for visitors at your booth.

Afterward, follow-up with contacts via email and the phone and set
appointments to generate qualified leads ready who are fit for your
pipeline and for the sale.


Goal
Drive prospects to attend your booth at your industry trade show,
look good at the show and follow-up afterward to set appointments.


Target Audience
Prospects on your current list and new prospects to uncover.




             Chapter 8: Trade Show Promotions & Follow-Ups • Page 33     www.idstm.com
Typical Timeline
    week 1      Hold marketing consultation to discuss trade show, target audience, messaging
                and campaign




    week 2      Finalize campaign details

                Start building lists

                Write campaign copy, telemarketing script and email blast

                Begin writing datasheet




    week 3      Review campaign copy

                Circulate design for all components




    week 4      Go live with email blast

                Commence telemarketing




 week 5 – 7     Continue promotions

                Prepare for trade show




    week 8      Trade show




week 9 – 11     Follow-up email

                Follow-up telemarketing to set appointments




              Chapter 8: Trade Show Promotions & Follow-Ups • Page 34            www.idstm.com
If you’d like to use
our campaign
What                                  Your
we handle                             Responsibilities
»» One-hour marketing consultation to »» Deliver messaging direction
   determine trade show plan
                                      »» Deliver feedback
»» Messaging strategy & copywriting
                                      »» If you have a house list, deliver
   (telemarketing scripts, email,
                                                mailing list with name, company,
    datasheet and landing page)
                                                physical address, email address and
»» Telemarketing to invite prospects            phone number
    to your booth (either from your
    list, a new list we can procure or a    »» Use our promotional email to reach
                                                out to your warm prospects
    combination)

»» HTML email design & development          »» Attend the tradeshow and collect
                                                lead information
»» Email blasting services &                »» Select your fun giveaway
    management – 3 blasts to all
    prospects                               »» Schedule meetings with interested
»» HTML registration page design &              prospects that request meetings
    development                             »» Hold meetings
»» Reminder email
»» Datasheet design and printing
»» Fun giveaway printing and delivery
»» Post-event landing page updating
    and on-demand management

»» Post-event HTML email management
    & blasting services

»» Post-event telemarketing




                 Chapter 8: Trade Show Promotions & Follow-Ups • Page 35              www.idstm.com
9
BASIC
PROMOTIONAL
PACKAGE
basic promotional
package
Need to get the word out? Create a basic platform to use for any
type of announcement, including appointment requests, event
registrations and contests.

Start with a custom landing page for capturing registrations.
Then get the word out with an online press release, sent live on
the newswire and optimized for organic search and social media
for maximum online presence.

Finally, follow up with an HTML email blast and telemarketing to
make sure your message is heard.


Goal
Get the word out for a special message.



Target Audience
New and current prospects.




                 Chapter 9: Basic Promotional Package • Page 37    www.idstm.com
Typical Timeline
   week 1    Hold marketing consultation to discuss announcement, target audience,
             messaging and campaign




   week 2    Finalize campaign details

             Start building lists

             Write campaign copy for landing page, email blast and press release




   week 3    Review campaign copy

             Circulate design for all components




   week 4    Go live with landing page and email blast and press release

             Commence telemarketing




week 5 – 8   Continue promotions

             Prepare for trade show




   week 9    Campaign debrief




               Chapter 9: Basic Promotional Package • Page 38                  www.idstm.com
If you’d like to use
our campaign
What                                        Your
we handle                                   Responsibilities
»» One-hour marketing consultation          »» Deliver announcement and
    to determine announcement and               messaging direction
    strategy
                                            »» Deliver feedback
»» Messaging strategy & copywriting         »» If you have a house list, deliver
    (press release, email & landing page)
                                                mailing list with name, company,
»» HTML email design & development              physical address, email address and
                                                phone number
»» Email blasting services &
    management – 4 blasts to all            »» Use our promotional email to reach
    prospects                                   out to your warm prospects

»» Optimizing press release for search      »» Follow-up with registrations
    and social media and distribution on
    the wire

»» HTML registration page design &
    development

»» Telemarketing




                     Chapter 9: Basic Promotional Package • Page 39                   www.idstm.com
executive appointment
setting
Need to get an appointment with those hard-to-reach executives?
Get their attention with a concise “VITO” (Very Important Top Officer)
letter – a proven technique for getting a message to a top executive
– and to ultimately get them to request an appointment.

Invite them to a custom-designed landing page to fulfill their
request, then follow-up with an email invitation and telemarketing to
reinforce the message and hit your entire list.


Goal
Obtain meetings with those hard-to-reach executives.



Target Audience
Top 100 executive prospects in your database.




               Chapter 10: Executive Appointment Setting • Page 41       www.idstm.com
Typical Timeline
   week 1    Hold marketing consultation to discuss messaging




   week 2    Finalize copy and design for letter, landing page and email

             Final mailing list due

             Go to print




   week 3    Go live with landing page and mail piece




week 4 – 6   Send first email to prospects not yet registered for an appointment

             Follow-up calls for appointment setting




week 7 – 8   Meetings with prospects




   week 9    Campaign debrief




             Chapter 10: Executive Appointment Setting • Page 42                   www.idstm.com
If you’d like to use
our campaign
What                                        Your
we handle                                   Responsibilities
»» One-hour marketing consultation          »» Deliver messaging direction and
                                                 feedback
»» Design & copywriting services for
    VITO letter and landing page            »» Deliver mailing list with name,
                                          company, physical address, email
»» Delivery of VITO letter                address, phone number
»» Create landing page for appointment »» Schedule meetings with interested
   request
                                          prospects that request meetings
»» HTML email follow-up to reinforce »» Hold meetings with prospects
    message and drive to landing page

»» Telemarketing of up to three calls
    per person for increased success in
    getting appointments




                   Chapter 10: Executive Appointment Setting • Page 43           www.idstm.com
877.675.8303
           hello@idstm.com
           www.idstm.com




Chapter 10: Executive Appointment Setting • Page 44   www.idstm.com

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10 Turnkey B2B Lead Generation Campaigns

  • 1. Turnkey B2B Lead Generation Campaigns Fill your pipeline with leads Marketing that works
  • 2. Introduction IDS Technology Marketing is a marketing group that delivers turnkey lead generation campaigns, branding and creative services for mid-market companies. Over the last four years we’ve designed a number of turnkey lead generation campaigns that we’ve used hundreds of times in the field. Our clients enjoy being able to “pick and choose” from a list of proven campaigns. Often they tell us these campaigns outperform any of their previous marketing efforts; they’re especially effective in B2B companies selling a high-value or complex product or service. Why are we giving away some of our “secret sauce”? We thought we’d share some of our expertise and knowledge with companies that can benefit from it. If you’re able to execute the programs with your in-house resources—we’re happy to “pay it forward” and glad to contribute to your success. If you’d like to have us manage them for you, it’s our business, so email or give us a call for more details and pricing. You might be surprised at our affordability. Phone: 877.675.8303 Email: hello@idstm.com
  • 3. Chapter PAge Executive Door Opener 4 Dimensional Mailer 8 Informational Microsite 12 Lead Generation Webinar 16 Live Event 20 Promotional Announcement 24 Send-A-Ball Meeting Grabber 28 Trade Show Promotions & Follow–Ups 32 Basic Promotional Package 36 Executive Appointment Setting 40
  • 4. Ex ec O D ut pe o iv neor e r
  • 5. executive door opener (EDO) Need to get the attention of those hard-to-reach executives? Reward your top sales reps with an executive door opening campaign that gets prospects’ attention with an irresistible offer. Send a “teaser” gift to 20 enterprise executives or other hard-to-reach prospects with the promise of another high-value gift for those who attend a meeting. Pick a gift that fits your target market and the value of your leads. Examples include: »» A Kindle 2 Leather Cover as a teaser and a free Kindle 2 Wireless Reading Device for attending an appointment »» A free service analysis such as an IT assessment or ROI analysis as a teaser and a free iPad for attending an appointment »» A business travel accessories kit as a teaser and a free airline voucher for attending an appointment After delivery, reach out to all prospects with two email invitations and up to three phone calls to schedule their appointment. This eight week integrated marketing campaign is a great way to make an impression … and move those “stuck” or hard-to-reach prospects into action! Goal Obtain meetings with those hard-to-reach executives. Target Audience Top 20 executive prospects in your database. Chapter 1: Executive Door Opener • Page 5 www.idstm.com
  • 6. Typical Timeline week 1 Hold marketing consultation to discuss messaging Order the door opener item week 2 Finalize copy and design for letter, collateral insert, landing page and email Final mailing list due Go to print week 3 Print and hand-cut “custom” mail pieces Assemble mailer and packaging Seal packages with custom wraps and prepare for shipping Ship teaser items via FedEx Ground Go live with landing page week 4 Send first email to prospects not yet registered for an appointment Follow-up calls for appointment setting week 5 – 8 Meetings with prospects High-value gift fulfillment week 9 Campaign debrief Chapter 1: Executive Door Opener • Page 6 www.idstm.com
  • 7. If you’d like to use our campaign What Your we handle Responsibilities »» One-hour marketing consultation »» Deliver campaign goals and messaging direction »» Design & copywriting services for high-impact creative »» Deliver an EPS high-resolution version of your logo for printing »» Teaser item procurement »» Custom box wrap + your marketing »» Deliver feedback collateral included inside the teaser »» Deliver mailing list with name, mailing company, physical address, email address, and phone number »» Printing, assembly & packaging to complete the door opener »» Use our promotional email to reach out to your prospects »» USPS priority shipping for added impact and to get the teaser into prospects’ »» Schedule meetings with interested hands quickly prospects that request meetings »» Executive gift procurement and shipping »» Hold meetings »» Create landing page for appointment »» Provide list of prospects attending request appointments to receive gift card, including name, company and »» HTML email follow-up to reinforce address message and drive to landing page »» Telemarketing of up to three calls per person for increased success in getting appointments Chapter 1: Executive Door Opener • Page 7 www.idstm.com
  • 8.
  • 9. Dimensional Mailer Need to get your prospects to take action? Make a strong impression by sending a custom-designed dimensional mailpiece that commands attention and demands action. Add a custom landing page with trackable personalized URLs (PURL) so your prospect can take the next step, whether it’s to download a valuable whitepaper or register for a free consultation. The sky’s the limit of what you can send … the best mailpieces reflect the offer and have that Wow factor. In the past we’ve created a custom piece that resembles an exact replica of an Apple iPadTM to encourage prospects to register for a sales appointment during which they’ll actually receive a free iPad. We’ve also created a rotating cost-savings wheel, giving prospects a taste of what they might experience from completing a custom savings analysis. After you send the dimensional mailpiece, follow up via email and the phone to get your prospects to take action. Goal Make a strong impression to entice key prospects to register for a specific service or appointment. Target Audience Prospects on your current list or new prospects to uncover. Chapter 2: Dimensional Mailer • Page 9 www.idstm.com
  • 10. Typical Timeline week 1 Hold marketing consultation to discuss target audience, messaging and campaign creative week 2 Finalize campaign details Create concepts week 3 Review concepts and copy for all components of campaign week 4 Signoff on design and copy Go-live with landing page week 5–9 Send mailpieces Send follow-up emails Commence follow-up calls & telemarketing Hold meetings week 10 Award incentive giveaway Chapter 2: Dimensional Mailer • Page 10 www.idstm.com
  • 11. If you’d like to use our campaign What Your we handle Responsibilities »» One-hour marketing consultation to »» Confirm campaign goals and design the campaign and select the messaging direction dimensional mailpiece »» Deliver an EPS high-resolution »» Design & copywriting services for version of your logo high-impact creative »» Deliver mailing list with name, »» Printing, assembly & packaging to company, physical address, email complete mailpiece address, and phone number »» USPS priority or FedEX shipping for »» Follow-up with your prospects to added impact and to get the mailer schedule meetings into prospects’ hands quickly »» Hold meetings and deliver incentives »» Create landing page for call-to-action if included or appointment request »» Provide list of prospects attending »» HTML email follow-up to reinforce appointments to receive gift card, message and drive to landing page including name, company and address »» Telemarketing of up to three calls per person for increased success in getting appointments Chapter 2: Dimensional Mailer • Page 11 www.idstm.com
  • 13. Promotional microsite & pay-per-click Need to add some “meat” to your website or promote a special offering? It’s a common request from many companies selling technology, professional services or market to other businesses. Your site should evolve as you add new offerings and launch new campaigns to deliver a clear and consistent message to your selling and marketing. To accomplish this, build a content-specific microsite onto your existing website and optimize it to maximize search engine traffic. After it’s complete, announce the site to your market in an online, search-optimized press release and deliver a special offer to help get the word out, drive appointments or registrations. PLUS, the microsite is yours to continue promoting and driving traffic for future lead generation activities. Goal Beef up your website with a content-specific microsite and use it as part of a promotional announcement to your market. Target Audience New and current prospects. Optional Promotional Methods Add telemarketing, pay-per-click or banner advertising for a wider reach. Chapter 3: Informational Microsite • Page 13 www.idstm.com
  • 14. Typical Timeline week 1 Campaign planning: discuss microsite content, announcement, website technology and pay-per-click campaign week 2 Microsite design & layout Circulate and edit overview of content to be included on page Signoff on microsite page components - content, supplemental materials and design week 3 – 4 Copywriting and coding of microsite Procurement of hosting and URL if needed Copywriting, design & development of HTML email Selection of keywords and setup of Google Adwords campaigns week 5 Go live with microsite Send email promotion Launch Google Adwords campaigns week 6 – 8 Google Adwords campaign monitoring and reporting Lead follow-up and appointment setting Campaign debrief Chapter 3: Informational Microsite • Page 14 www.idstm.com
  • 15. If you’d like to use our campaign What Your we handle Responsibilities »» One-hour marketing consultation »» Deliver microsite content direction and to determine content to add and feedback strategy »» Deliver general direction and feedback »» Messaging strategy & copywriting on keyword research and online ad (microsite & email) development »» Microsite design & programming »» Deliver access to existing website »» Copywriting, design and development back-end to help with coding and integration for lead generation HTML email »» Email blasting services & »» Deliver house email/contact list of customers and prospects if available management – 4 blasts to all prospects »» Assist with announcement offer and handle responses »» Keyword research and ad copywriting for Google Adwords pay-per-click (PPC) campaign »» Management and reporting on your online PPC campaigns Chapter 3: Informational Microsite • Page 15 www.idstm.com
  • 17. lead generation webinar Need to fill your pipeline with qualified leads? Build awareness for your offering by holding an informational online webinar that educates your target market and produces qualified leads. Drive registration and attendance via a multi-touch campaign consisting of telemarketing, Google AdWords, email marketing and special incentives. Moderate and record the event on one of the popular webinar platforms and generate near-term pipeline opportunities with follow-up telemarketing to set live customer appointments. Registration, attendance and qualified prospect results depend upon your offering and geography, but our campaigns tend to average »» 150 Registrations »» 50 Attendees to the Live Event »» 10 Qualified Leads Plus, the recorded webinar makes a great long-term marketing asset to extend your reach and increase your visibility and lead flow. Goal Drive prospects to attend an informational webinar and convert interested webinar attendees into appointments. Target Audience Prospects on your current list and new prospects to uncover. Chapter 4: Lead Generation Webinar • Page 17 www.idstm.com
  • 18. Typical Timeline week 1 Hold marketing consultation to discuss presentation, target audience, messaging and campaign week 2 Finalize campaign details Pick webinar date and decide on presenters Start building lists Write campaign copy for landing page, AdWords campaign and email blast week 3 Review campaign copy Circulate design for all components week 4 Go live with AdWords campaign, landing page and email blast Commence telemarketing week 5 – 8 Continue promotions Prepare presentation for live webinar week 9 Reminder emails sent Presentation held and recorded week 10 Recorded webinar distributed Follow-up telemarketing to set appointments Award incentive giveaway Chapter 4: Lead Generation Webinar • Page 18 www.idstm.com
  • 19. If you’d like to use our campaign What Your we handle Responsibilities »» One-hour marketing consultation to »» Deliver messaging direction and determine webinar plan feedback »» Assistance in shaping the webinar »» If you have a house list, deliver content, presentation and flow mailing list with name, company, physical address, email address and »» Messaging strategy & copywriting phone number (telemarketing scripts, email & landing page) »» Use our promotional email to reach out to your existing customers and »» Telemarketing to register prospects prospects for the event »» HTML email design & development »» Contact and secure any guest speakers or customer success stories »» Email blasting services & for the event management – 4 blasts to all prospects »» Attend webinar dry-run meeting to prepare for the live event »» HTML registration page design & »» Create and deliver webinar development presentation »» 24-hour reminder email & »» Schedule meetings with interested telemarketing prospects that request meetings »» Webinar hosting, dry run, conference »» Hold meetings call fees, live event management & recording »» Provide list of prospects attending appointments to receive gift card, »» Post-event landing page updating including name, company and and on-demand management address »» Post-event HTML email management & blasting services »» Post-event telemarketing »» Incentive promotion and procurement Chapter 4: Lead Generation Webinar • Page 19 www.idstm.com
  • 20. 5 LIVE EVENT TNEVE EVIL
  • 21. live in-person event Need to get in front of a collection of targeted c-level or managerial- level executives? Hold an informative and fun event—in a professional and exclusive atmosphere that builds credibility, drives interaction and provides follow-up sales opportunities. Drive registration and attendance via a multi-touch campaign consisting of direct mail invitations, telemarketing and email marketing along with an event registration landing page. Handle all day-of-event promotional items, such as name badges, table cards, signage and brochures, along with the logistical and live-event items like room setup, refreshments and attendee takeaways. Goal Generate new sales leads. The number depends upon the event size, venue and target market. Target Audience Prospects on your current list and new prospects we uncover. Optional Promotional methods Add a press release and Google AdWords for a wider reach. Chapter 5: Live Event • Page 21 www.idstm.com
  • 22. Typical Timeline week 1 Hold marketing consultation to discuss event theme, location, venue and target audience size week 2 Finalize event location, theme and venue Copywriting, design and layout for invitation, email and registration landing page week 3 Determine all day of event details Design event materials Procure attendee incentives week 4 Send invitations Go live with registration page Commence telemarketing to drive registrations week 5 – 8 Continue promotions Prepare presentation for live event week 9 Reminder emails and telemarketing Setup venue Hold live event week 10 Follow-up with key attendees and schedule appointments Chapter 5: Live Event • Page 22 www.idstm.com
  • 23. If you’d like to use our campaign What Your we handle Responsibilities »» One-hour marketing consultation for »» Event planning participation event planning and development »» Deliver messaging direction and »» Planning and coordination of each feedback event, including venue room selection, meal and refreshments, audio/visual »» If you have a house list, deliver mailing list with name, company, and interface with venue staff physical address, email address and »» Acquisition and management of any phone number incentive giveaways »» Use our promotional email to reach »» Dedicated project management out to your warm prospects resource »» Arrange and coordinate guest »» Copywriting, design and printing of speakers and/or customer success a professional, high-level invitation stories mailed to executives to help build their interest and garner their RSVP »» Develop your presentation for the event »» Design and develop an online »» Host the live event registration page where interested prospects can learn more about the event – including the agenda, date & »» Follow-up with appointments and confirm and host meetings time, location, topics being covered, and hosts – and RSVP immediately »» Execute a 4-5 week targeted telemarketing campaign into a list of approximately 300 prospects to drive real-time registrations for the event »» Phone follow-up to all event registrants 24-hours prior to the event to remind them of the time and location and confirm their attendance »» Creation of event deliverables, such as name badges, table name cards, 24x36” signage Chapter 5: Live Event • Page 23 www.idstm.com
  • 25. promotional announcement Need to get the word out regarding a special promotion, new product launch or other important announcement? Grab a platform and choose the most impactful media to ensure your target audience hears not only hears your news, but also acts on your call-to-action to add new leads to your sales funnel. Start with an online press release, sent live on the newswire, customized for organic search engine effectiveness and optimized for social media so you’ll get maximum online presence. Then send out an email blast and follow-up with telemarketing to make sure your message is driven home and you get the kind of responses you set out for. Goal Get the word out for a special message. Target Audience New and current prospects. Optional Promotional methods Add Google AdWords for a wider reach. Chapter 6: Promotional Announcement • Page 25 www.idstm.com
  • 26. Typical Timeline week 1 Hold marketing consultation to discuss announcement, target audience, messaging and campaign week 2 Finalize campaign details Start building lists Write campaign copy for landing page, email blast and press release week 3 Review campaign copy Circulate design for all components week 4 Go live with landing page and email blast and press release Commence telemarketing week 5 – 8 Continue promotions and schedule appointments Chapter 6: Promotional Announcement • Page 26 www.idstm.com
  • 27. If you’d like to use our campaign What Your we handle Responsibilities »» One-hour marketing consultation »» Deliver announcement and to determine announcement and messaging direction strategy »» Deliver feedback »» Messaging strategy & copywriting »» If you have a house list, deliver (press release, email & landing page) mailing list with name, company, »» HTML email design & development physical address, email address and phone number »» Email blasting services & management – 4 blasts to all »» Use our promotional email to reach prospects out to your warm prospects »» Optimizing press release for search »» Follow-up with registrations and social media and distribution on the wire »» HTML registration page design & development »» Telemarketing Chapter 6: Promotional Announcement • Page 27 www.idstm.com
  • 28. SEND-A-BALL MEETING GRABBER
  • 29. send-a-ball meeting grabber Need to increase your reach? Get a meeting with your top prospects, or maybe those prospects who are “stuck,” with an attention-getting, fully-inflated red ball delivered straight to their desk via US postal services—with your custom message on it. The popular “red ball” campaign is a memorable way to invite prospects to schedule a meeting to learn more about your offering, register for an event, thank them for business, or inform them about a new offering or product launch. The message on the ball drives prospects to a custom landing page for them to register for an appointment, with the promise of an incentive such as a $20 gift card from the vendor of your choice for attending a meeting. To maximize the campaign’s effectiveness, you’ll then reach out to all prospects with two email invitations and up to three phone calls to schedule their appointment. This eight week integrated marketing campaign is a great way to make an impression … and get the meeting! Goal Obtain meetings with your top prospects. Target Audience Top 100 prospects in your database. Chapter 7: Send-A-Ball Meeting Grabber • Page 29 www.idstm.com
  • 30. Typical Timeline week 1 Hold marketing consultation to discuss messaging Deliver and review initial drafts of mailer and landing page copy week 2 Finalize copy and design for direct mailer, email and landing page Finalize mailing list Order “Send-a-Ball” direct mailers week 3 – 4 Ship red balls week 5 Send first email to prospects not yet registered for an appointment week 6 Send second email to prospects not yet registered for an appointment Telemarketing to remaining prospects week 7 – 8 Host meetings with prospects Fulfill and deliver gift card incentives Chapter 7: Send-A-Ball Meeting Grabber • Page 30 www.idstm.com
  • 31. If you’d like to use our campaign What Your we handle Responsibilities »» One-hour marketing consultation »» Deliver messaging direction and feedback »» Design & copywriting services for red balls, landing page and email »» Deliver mailing list with name, company, physical address, email »» Procure and deliver Send-A-Ball to address, phone number grab attention and drive to landing page »» Confirm scheduled meetings with interested prospects »» Create landing page for appointment setting »» Hold meetings »» HTML email follow-up to reinforce »» Provide list of prospects attending message and drive to landing page appointments to receive gift card, including name, company and »» Telemarketing of up to three calls address per person for increased success in getting appointments »» Gift card purchase and fulfillment Chapter 7: Send-A-Ball Meeting Grabber • Page 31 www.idstm.com
  • 32. am e is ,m yn H ello IONS PRO MOT HOW -UPS E S OW TRADFOLL AND
  • 33. trade show promotion and follow-up Need to have a presence at your industry trade show? Build your own, personalized “Trade Show In-a-Box” to make sure you get people to your booth and follow-up appointments after the show. Start by letting people know where and when you’ll be at the event via a multi-touch campaign consisting of telemarketing, email marketing and direct mail invites. Once you’re at the show, make sure you look the part with professional banners and signage, datasheets and marketing collateral, and fun giveaways for visitors at your booth. Afterward, follow-up with contacts via email and the phone and set appointments to generate qualified leads ready who are fit for your pipeline and for the sale. Goal Drive prospects to attend your booth at your industry trade show, look good at the show and follow-up afterward to set appointments. Target Audience Prospects on your current list and new prospects to uncover. Chapter 8: Trade Show Promotions & Follow-Ups • Page 33 www.idstm.com
  • 34. Typical Timeline week 1 Hold marketing consultation to discuss trade show, target audience, messaging and campaign week 2 Finalize campaign details Start building lists Write campaign copy, telemarketing script and email blast Begin writing datasheet week 3 Review campaign copy Circulate design for all components week 4 Go live with email blast Commence telemarketing week 5 – 7 Continue promotions Prepare for trade show week 8 Trade show week 9 – 11 Follow-up email Follow-up telemarketing to set appointments Chapter 8: Trade Show Promotions & Follow-Ups • Page 34 www.idstm.com
  • 35. If you’d like to use our campaign What Your we handle Responsibilities »» One-hour marketing consultation to »» Deliver messaging direction determine trade show plan »» Deliver feedback »» Messaging strategy & copywriting »» If you have a house list, deliver (telemarketing scripts, email, mailing list with name, company, datasheet and landing page) physical address, email address and »» Telemarketing to invite prospects phone number to your booth (either from your list, a new list we can procure or a »» Use our promotional email to reach out to your warm prospects combination) »» HTML email design & development »» Attend the tradeshow and collect lead information »» Email blasting services & »» Select your fun giveaway management – 3 blasts to all prospects »» Schedule meetings with interested »» HTML registration page design & prospects that request meetings development »» Hold meetings »» Reminder email »» Datasheet design and printing »» Fun giveaway printing and delivery »» Post-event landing page updating and on-demand management »» Post-event HTML email management & blasting services »» Post-event telemarketing Chapter 8: Trade Show Promotions & Follow-Ups • Page 35 www.idstm.com
  • 37. basic promotional package Need to get the word out? Create a basic platform to use for any type of announcement, including appointment requests, event registrations and contests. Start with a custom landing page for capturing registrations. Then get the word out with an online press release, sent live on the newswire and optimized for organic search and social media for maximum online presence. Finally, follow up with an HTML email blast and telemarketing to make sure your message is heard. Goal Get the word out for a special message. Target Audience New and current prospects. Chapter 9: Basic Promotional Package • Page 37 www.idstm.com
  • 38. Typical Timeline week 1 Hold marketing consultation to discuss announcement, target audience, messaging and campaign week 2 Finalize campaign details Start building lists Write campaign copy for landing page, email blast and press release week 3 Review campaign copy Circulate design for all components week 4 Go live with landing page and email blast and press release Commence telemarketing week 5 – 8 Continue promotions Prepare for trade show week 9 Campaign debrief Chapter 9: Basic Promotional Package • Page 38 www.idstm.com
  • 39. If you’d like to use our campaign What Your we handle Responsibilities »» One-hour marketing consultation »» Deliver announcement and to determine announcement and messaging direction strategy »» Deliver feedback »» Messaging strategy & copywriting »» If you have a house list, deliver (press release, email & landing page) mailing list with name, company, »» HTML email design & development physical address, email address and phone number »» Email blasting services & management – 4 blasts to all »» Use our promotional email to reach prospects out to your warm prospects »» Optimizing press release for search »» Follow-up with registrations and social media and distribution on the wire »» HTML registration page design & development »» Telemarketing Chapter 9: Basic Promotional Package • Page 39 www.idstm.com
  • 40.
  • 41. executive appointment setting Need to get an appointment with those hard-to-reach executives? Get their attention with a concise “VITO” (Very Important Top Officer) letter – a proven technique for getting a message to a top executive – and to ultimately get them to request an appointment. Invite them to a custom-designed landing page to fulfill their request, then follow-up with an email invitation and telemarketing to reinforce the message and hit your entire list. Goal Obtain meetings with those hard-to-reach executives. Target Audience Top 100 executive prospects in your database. Chapter 10: Executive Appointment Setting • Page 41 www.idstm.com
  • 42. Typical Timeline week 1 Hold marketing consultation to discuss messaging week 2 Finalize copy and design for letter, landing page and email Final mailing list due Go to print week 3 Go live with landing page and mail piece week 4 – 6 Send first email to prospects not yet registered for an appointment Follow-up calls for appointment setting week 7 – 8 Meetings with prospects week 9 Campaign debrief Chapter 10: Executive Appointment Setting • Page 42 www.idstm.com
  • 43. If you’d like to use our campaign What Your we handle Responsibilities »» One-hour marketing consultation »» Deliver messaging direction and feedback »» Design & copywriting services for VITO letter and landing page »» Deliver mailing list with name, company, physical address, email »» Delivery of VITO letter address, phone number »» Create landing page for appointment »» Schedule meetings with interested request prospects that request meetings »» HTML email follow-up to reinforce »» Hold meetings with prospects message and drive to landing page »» Telemarketing of up to three calls per person for increased success in getting appointments Chapter 10: Executive Appointment Setting • Page 43 www.idstm.com
  • 44. 877.675.8303 hello@idstm.com www.idstm.com Chapter 10: Executive Appointment Setting • Page 44 www.idstm.com