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top 14 campaign workflows .pdf


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Top 14 Campaign
Workflows

Introduction: The Sales Paradigm
Challenges With Finding, Acquiring, and Retaining Customers:
• In order to get a new customer, you must contact three to five people at least six to seven times per year.
• Sales forces typically spend only 29% of their sales day actually selling.
• 20% of your prospects produce 80% of your profits.
• Most sales are lost, because the salesperson is not there when the customer is ready to buy.
• Sales success can be summed up in the phrase: Be at the right place at the right time, enough times and you will

build your business. Your CRM guarantees that you will be able to do this with more contacts than ever before.

The more "touches" people receive, the more they tend to buy. These contacts (or touches) may include emails, calls,
and visits. Most salespeople touch a prospect only two or three times before moving on to the next one. This gap
accounts for why such a small percentage of sales close. Buyers are now much more sophisticated, and they resent
being manipulated into making decisions prematurely. The new sales paradigm requires that customers be totally
comfortable with their purchasing decisions. A series of strategically timed emails, which perpetually reinforce your
selling messages, will build this rapport!

Claim spot

Campaign: Free Consultation
-

The Free Consultation Campaign is used to capture in-person meetings as a form of lead nurturing. This
campaign will utilize an online sign-up, email reminder for the prospect, emails to help your prospects
prepare for the consultation, internal reminders to your staff to coordinate scheduling, and post-event
follow-up. We’ll even implement a way for you to target those who didn’t attend the meeting to get them back
in the mix.

Campaign: Free eGuide

The Free eGuide Campaign is perfect to distribute compelling information and tools often used by your prospects. This
campaign will allow prospects to sign up for your free offering (such as an eGuide, whitepaper, or Infographic). The
campaign automates the delivery of the offering and also follows up with the contact if they do not download it with
reminders to do so. Upon download, someone on your team will be notified to follow up with them personally; you’ll
have hot leads bubbling up to your doorstep! The campaign will also add people to your newsletter or blog whether
they download or not.

Important Note: Make sure you have an eGuide, Whitepaper,
Infographic etc. b e fore starting this campaign.

FREE Toolkit With eGuide Template >>

FREE
Toolkit
With
eGuide
Template

Campaign: Internal Lead Capture

A perfect campaign for your inbound inquiries and event leads, etc. The Internal Lead Campaign is kicked-off by
manually entering a prospect’s information into a new lead form. Because of the intelligence behind the form, the
prospect receives product specific information or assigns the prospect to your sales rep based off of what you
choose!

Campaign: Free Live Webinar/Seminar

The Free Live Webinar/Seminar campaign is an essential tool if you use webinars or seminars to generate new
leads. The campaign is designed to capture new leads, remind them of the upcoming webinar and also
encourage and reward them for sharing your sign up form on social media.

Important Note: This campaign assumes that you conduct webinars/seminars or are planning to
start.

Campaign: Free Newsletter

Staying in front of your prospects is essential to making the sale. The Free Newsletter campaign takes the idea
of a simple monthly newsletter and supercharges it into a lead conversion machine.
The Free Newsletter campaign is a core piece of lead generation and conversion that every business should
have, because it works!

Important Note: Make sure you have a newsletter or you plan to start one.

Campaign: Free Quote

The Free Quote campaign is a concise and effective tool to generate new leads and help you convert them. This
campaign will utilize online sign-up, email reminders for the prospect, and internal reminders to your staff to reach
out and complete the quote. We’ll even implement a way for you to target those who didn’t attend to get them back
in the mix.

Important Note: This campaign enhances your current quoting workflow.

Campaign: Free Video Series

Video is one of the most successful tools to attract and convert new prospects. So if you use video to promote your
business then this is the campaign for you! Not only does the campaign deliver your video series, but it encourages
your prospects to share your content with others! By using automation the campaign encourages and rewards those
prospects that share.

Important Note: You will need to already have a video series.

VIDEO: Watch As We Kick Some Sales Ass! Click Here >>

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