Lifecycle Marketing: Convert leads and prospects to customers. Convert customers to repeat and loyal buyers

Infusionsoft, Regional Development Director (NY/NJ)

Smallbiztechnology.com, Editor & Technology Evangelist

Author, “Facebook Guide to Small Business Marketing” (Amazon.com best seller), Event producer, speaker, journalist, piano player, FBI Citizens Academy graduate and some more

Ramon Ray - @ramonraywww.ramonray.com

Challenges Success

Surviving Thriving

Our Business Challenges

• Not enough leads – “why aren’t more people interested?”

• Not enough follow up with leads – “almost customers”

• Not enough follow up with customers – “customers are not happy”

• Not enough referrals or upsells – “I’m not getting enough referrals”

• Multiple system chaos – “I’m using 3 or 4 different systems to manage my business

OTHER BUSINESS OWNERS HAVE CHALLENGES TOO!

YOU’RE NOT ALONE!

The Children’s Success Foundation

• 15 years in business• Revenue growth

plateaued• Wanted to go beyond

stagnant list of donors

Strong Single Mom Network

• Strong growth on Facebook and overall• Could not handle growth due to small staff

and funding

Laura Roeder Studios

• Struggle to manage the growth

• Burdened with multiple systems (email marketing, contact management, shopping cart)

Gleason Financial Group

• Multiple systems to manage business (such as Excel and others)

• Spending lots of money to get leads, instead of nurturing the ones they had

Odyssey Preparatory Academy

Two employees doing lots of manual work & managing hundreds of parents and children

Presidential Pools and Spas

• Down Housing market slashed their sales (from 2,000 pools in 2006 to 500 in 2010)

• Manual data entry

PrivateCounsel

• $4,000 a month on marketing materials and services

• $10,000 a month on marketing specialist, seminars and more

• Sending marketing info to same people

Original Runner Company

• First season of Shark Tank

• Kept customers on index cards; overwhelmed by success

Ptex Group

• Customer experience slacked; influx of lead follow up suffered; four company divisions were not communicating properly about customers

Infusionsoft Laboratory – Two Results

15,672 customers

57,210 users

Lifecycle Marketing (process)

Infusionsoft (system)

What Is Infusionsoft?

• The all in one online sales and marketing software for small businesses

• Marketing automation campaigns to automate your business processes

• Modules: CRM, e-commerce, social media, email marketing, customer database, marketing campaigns and more

• Convert leads into customers. Customers into repeat customers

Your Benefits from Infusionsoft?

• Save time. Gives you back time.• Increase productivity• Turn your business into a “mini-Amazon.com”• Enable money making activities sales and

marketing functions “in your sleep” with marketing automation

• Go beyond just email marketing and a customer database

• Focus on the future growth of your business

ARE YOU IN THE WEEDS OR THE CLOUDS?

Are you in the weeds or in the clouds? – Brian Moran

Second part of Infusionsoft lab results

Lifecycle Marketing

Lifecycle Marketing Concepts

1. Treat every customer as if they were the only special customer

2. Multiple touch-points, in different ways, at different times

3. Customers buy when they’re ready to buy, not when you’re ready to sell

LIFECYCLE MARKETING – 7 STEPS

Define and target your customer

1. Attract traffic with the right lead magnet(s)

Eric’s Top 10 Lead Magnet Ideas① Host an Event② Connect them with Someone Special③ Free Samples ④ Write an E-Book Bestseller⑤ Free Consultation or Session⑥ Educational Series (email, video)⑦ Activate a Free Trial or Test Drive⑧ Exclusive Invitation to a Live Webinar⑨ Early Access to Your New Next Big Thing⑩ Deliver an Informative E-Paper (7 things …)

2. Capture leads

3. Nurture leads

Multiple touching, nurturing, is critical. Nurturing leads is all about “know, like and trust” (John Jantsch, Duct Tape Marketing)

4. Convert to sales

5. Deliver and Delight

5. Deliver and Delight

Wowing Your Customers

+ Great Customer Service

= Low Cost Marketing & Customer Retention Tools

The $5.00 Challenge

What could you do with $5 or less to “WOW” every

new client?

6. Upsell

7. Referrals

Jermaine Griggs – Hear and Playbit.ly/jermainegriggs

• Created personal relationships

• Sent targeted messaging (LCV >

$200)

• Doubled Net Profit!

You now have a complete business growth plan

Infusionsoft

Lifecycle Marketing

Lifecycle Marketing

Define and target your customer1. Attract traffic with lead magnets2. Capture leads3. Nurture leads4. Convert to sales5. Deliver and delight6. Upsell7. Get referrals

You are not alone in the CHALLENGES you face in your business.

You are not alone in the opportunities of SUCCESS you can have in your business.

The Children’s Success Foundation

• Now automate their marketing to better communicate, track interest, respond to interest and more.

• Tripled their mailing list

Strong Single Mom Network

• Now segments her member moms, follows up based on their needs and more.

• Developed paid VIP membership; over 4,000 Facebook fans, over 500 members

Laura Roeder Studios• With a streamlined

process and system Laura went from $100k to $800k in revenue

• Increased leads from 2,000 to 56,400

Gleason Financial Group

• Now spend more time with family

• Increase in tax clients from 438 to 1,069

• List size increase from 3,215 to 7,728

Odyssey Preparatory Academy

• Now automate their back office processes• Reduced work load

Presidential Pools and Spas

2x – 3x higher closing rate and increase in revenue

PrivateCounsel

• Now automated fulfillment to close more sales and deliver better services

• Spend more time with daughter who has genetic heart disease

Original Runner Company

Increased lead conversions by 60%, follow-up by 500%; referrals by 80%

Ptex Group - Opportunity• Now personal touch

to clients; freed up time for business growth

• 15% increase in customers; 25,000 new leads; reduction in advertising budgetAwesome insight on marketing & biz growth - http://bit.ly/menyhoffman

You now have two powerful small business growth solutions.

Lifecycle Marketing Infusionsoft

Your investment?

• Lifecycle Marketing is FREE• Costs you TIME and a DECISION to change

how your business works• Take your current system and tweak them into

the Lifecycle Marketing process

Please ask yourself 3 important questions

Would your business be better with Lifecycle Marketing

Could you generate more profit/revenue with Lifecycle Marketing

Could you spend more time with _____________ with Lifecycle Marketing

Thank you.The decision is yours!

Lifecycle Marketing: Convert leads and prospects to customers. Convert customers to repeat and loyal buyers