how to create an automated follow up sequence to keep in touch with prospects

8
Types of FUS List Segmentation Traffic Warming Sales Maintenance Double Opt-in Referral Fulfillment VIP Index 001_List_Segmentation_MyList 002_Warming_CSTC_W2B 002(B)_Warming_CSTC_W2B 003_Warming_CSTC 003(B)_Warming_CSTC 004_Warming_DIFY 004(B)_Warming_DIFY 005_Sales_FUS_CSTC 005(B)_Sales_FUS_CSTC CSTC Sales Campaign 1-5.vsd INDEX 1

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Our money-making formula: We do 5 things: Generate Traffic (a lot of eye balls), Capture Leads (build a database so you can market to them long-term), Qualify prospects (eliminate tire kickers so people you talk to are ready, willing and able to buy), Convert Sales (money for you in your bank!) and Nurture (create long-term customers who give you raving review and generate a massive amount of referrals)

TRANSCRIPT

Page 1: How to create an Automated FOLLOW UP Sequence to keep in touch with prospects

Types of FUS

List Segmentation

Traffic

Warming

Sales

Maintenance

Double Opt-in

Referral

Fulfillment

VIP

Index

001_List_Segmentation_MyList

002_Warming_CSTC_W2B

002(B)_Warming_CSTC_W2B

003_Warming_CSTC

003(B)_Warming_CSTC

004_Warming_DIFY

004(B)_Warming_DIFY

005_Sales_FUS_CSTC

005(B)_Sales_FUS_CSTC

CSTC Sales Campaign 1-5.vsd INDEX 1

Page 2: How to create an Automated FOLLOW UP Sequence to keep in touch with prospects

1

3

4

7

11

10

6

2 9

5

8

12

13

14

15

NOT IN

USE

AC:

DAY:

OF:

CTA:

AT:

RT:

CSTC Sales Campaign 1-5.vsd ELEMENTS 2

Page 3: How to create an Automated FOLLOW UP Sequence to keep in touch with prospects

LEGEND

AC: Action

ADP: Audio Postcard

AP: Appointment

APL: Application

A/R: Autoresponder

ART: Articulate Presentation

AS: Assign to Salesperson

AT: Apply Tag

BN: Bonus

CA: Catch all

CC: Credit Card

CL: Call on phone

CP: Campaign

CI: Capture Info

CMS: Certified Marketing Specialist

CSTC: Coach/Speaker/Trainer/Consultant

CT: Click Thru

CTA: Call to Action

CUS:Customer

DBM: Dominant Buying Motive

DL: Download

DM : Direct Mail

DOI: Double Opt-in

EM: eMail

FMA: FREE Mktg Assess

F: FREE

FUS: Follow-up System

FX: Fax

GN: Generic

GTM: Go To Meeting

GFUS: General Follow Up Campaign

NL: Newsletter

NYA: Not yet attended

OF: Offer

OI: Opt In

ORD: Order Form

PC: Postcard

PT: Point

Q1: Qualify 1

RD: Redirect

RL: Replay Link

RT: Remove Tag

SL: Sales Letter

SM: Snail Mail

SPG: Sales page

SP: Salespeople

SUC: Success

SUS: Suspect

TK: ToolKit

TL: Trackable Link

TS: Tues / Saturday

TY: Thank You

UP: Upsell

VD: Video

W2B: Want to be

WB: Webinar

WF: Webform

CSTC Sales Campaign 1-5.vsd LEGEND 3

Page 4: How to create an Automated FOLLOW UP Sequence to keep in touch with prospects

CSTC Sales Campaign 1 - Presentation

Traffic

AC: EM1 Sell the CMS

Presentation <a> which is an

income opportunity and a

rare opportunity to work with

gerry himself.

DAY: 0

OF: Click the <a>

AT:

AC: EM2 Focus on the

Money. Don’t mention

the words Income

Opportunity but show

them how money they

can make

DAY:

OF: Click the <a>

CTA:

AT:

RT:

Clicked Link for

CMS Presentation

AC: EM3 Focus on the

learning opportunity. It

would cost you 5x this

price just to learn with

Gerry forget about

making money.

DAY:

OF: Click the <a>

CTA:

AT:

RT:

Clicked Link for

CMS Presentation

Clicked Link for

CMS Presentation

No

No

Yes

AC: Add them to Application

Completion FUS 001

DAY: 0

OF:

AT: Watched CSTC

Presentation

AC: End the FUS

DAY:

OF:

CTA:

AT:

RT:

No

CSTC Sales Campaign 1-5.vsd 1 Presentation Traffic 4

Page 5: How to create an Automated FOLLOW UP Sequence to keep in touch with prospects

Completed

Application

AC: Audio Postcard

Reminder - don’t worry too

much about $$ b/c we’re

offering terms

DAY: 1

OF:

CTA: Complete the

application

AT:

RT:

AC: Action Set to Setup a

call with SP because they

still have questions

DAY: 3

OF: Setup a call with Sales –

see calendar

CTA:

AT:

RT:

No

Completed

Application

CSTC Sales Campaign 2 - Application

Completion

AC: EM – Friendly

reminder, you have not

completed the application.

Here are some FAQs.

DAY: 2

OF:

CTA: Got to FAQ

AT:

RT:

Completed

Application

No AC: Add them to CSTC

Book Appointment FUS 001

DAY: 3

OF: Setup a call with Sales –

see calendar

CTA:

AT:

RT:

YES

Yes

AC: End the FUS

DAY:

OF:

CTA:

AT:

RT:

No

CSTC Sales Campaign 1-5.vsd 2 Application Completion 5

Page 6: How to create an Automated FOLLOW UP Sequence to keep in touch with prospects

AC: Confirmation of

Application Received

(voice-broadcast)

DAY:

OF:

CTA:

AT: Completed CMS

Application

RT:

CSTC Sales Campaign 3 - Book

Appointment

AC: Email with

link to appointment

book

DAY:

OF:

CTA: Book Appt

AT:

RT:

Booked Appt?

AC: Reminder Email

DAY:

OF:

CTA: Book Appt

AT:

RT:

Booked Appt?

AC: Phone Call by

Customer Service

DAY:

OF:

CTA: Book Appt

AT:

RT:

Booked Appt?

AC: End the FUS

DAY:

OF:

CTA:

AT:

RT:

No

AC: Add to

CSTC Sales FUS

001

DAY:

OF:

CTA: BUY!

AT:

RT:

CSTC Sales Campaign 1-5.vsd 3 Book Appointment 6

Page 7: How to create an Automated FOLLOW UP Sequence to keep in touch with prospects

AC: Do the call and SELL

SELL SELL!!!

A) Review CMS Program

B) Reveal GR Speech

C) Close!!

DAY: 0

OF: CMS Beta $4777

CTA: BUY Now!

AT: CMS Appointment

Booked!

RT:

CSTC Sales Campaign - Sales

Did they buy?

AC: Add them to the CMS

Fulfillment FUS 001

DAY: 0

OF:

CTA:

AT:

RT:

AC: Add them to CSTC Sales

Follow Up FUS 001

DAY: 0

OF:

CTA:

AT:

RT:

NO

YES

CSTC Sales Campaign 1-5.vsd 4 Sales 7

Page 8: How to create an Automated FOLLOW UP Sequence to keep in touch with prospects

AC: SP Call to Offer

terms of payment 3-4

payments *

DAY: 1

OF:

CTA: Buy via phone

AT:

RT: Buy?

AC: Em from SP

Following Up on the

Call

DAY: 2

OF:

CTA: Call to close

AT: Did not buy CMS

Beta

RT:

Buy?

YES!!

NO

YES!!

CSTC Sales Campaign – Sales Follow Up

AC: Add them to the

CMS Fulfillment FUS

DAY:

OF:

CTA:

AT:

RT:

* 1 payment of $4777

2 payments of $2500

3 payments of $1800

4 payments of $1500

AC: End FUS

DAY: 2

OF:

CTA:

AT:

RT:No

CSTC Sales Campaign 1-5.vsd 5 Sales Follow Up 8