Copyright 2017 Agendize

Create New Revenueby Providing a Complete Marketing & Sales

Business App for Your Pro-SMB Clients

Copyright 2017 Agendize

Where Is The Biggest Opportunity To Grow With Pro-SMBs? ................................3

How Do You Address The Real Challenges Facing Your Pro-SMB Clients? ...........6

Providing A Complete Marketing & Sales App for Your Clients ...............................8

Building More Growth Into Your Business ..............................................................10

About Agendize .........................................................................................................12

TABLE OF CONTENTSPart 1: The Challenge

Part 2: The Opportunity

Copyright 2017 Agendize

Part 1: The Challenge

Small businesses have never had more opportunities to market themselves. Social channels like Facebook, Instagram and Snapchat have levelled the playing field for creating visibility. Facebook Ads, Google Adwords and other advertising platforms have made it easy to advertise directly to interested clients. Simple business management, email marketing and other tools have also allowed small businesses to create efficient and close relationships with their customers, enhancing both the experience they provide and the reputation they develop.

Within this broad ecosystem of digital marketing opportunities, many small businesses have found success, but many more have also found themselves lost, unsure of the necessary steps to take in marketing themselves effectively.

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WHERE IS THE BIGGEST OPPORTUNITY TO GROW WITH PRO-SMBS?

50%of small business owners

say they don’t know whether they’re marketing

effectively.

47%of small business are stuck

handling their marketing efforts on their own1.

1 LeadPages & Infusionsoft 2016 Small Business Marketing Trends Report

Copyright 2017 Agendize4

Marketing agencies answer the call: they provide expertise, guidance and the marketing management necessary to help small businesses succeed.

There is a massive, untapped demand for marketing solutions that provide clear results while saving small businesses the time, energy and distractions imposed by managing their own marketing efforts.

New revenue streams with small businesses clients are clearly open to you, but they will always require that you diligently tie the value of your work to clear outcomes for your client’s business. You can offer a variety of tools to show your customers of their improved search rankings, better visibility on social channels, increased awareness and even purchase intent, but none of these address the fundamental interactions business owners understand and appreciate most, namely: appointments, calls, chats and other forms of direct interaction and communication with consumers.

As an agency, this is a massive opportunity:

2 ReachLocal 2016 Local Marketing Trends Report

4/5small business

owners were planning to use

digital marketing in 2016.

46%of local businesses state

that they’d prefer to centralize their tasks and award all their marketing requirements to only one

provider2.

Copyright 2017 Agendize

Interestingly, these are the same interactions that consumers clearly prefer.

Why would you not take the opportunity to turn these preferences into both a new revenue stream and a means to retain and nurture your existing business? Why would your client want a click when they can get a call or a chat? Why would they want a form-fill when they can get a confirmed appointment, a demo or some other scheduled interaction that meets their customer’s preferences?

At their core, these interactions require a durable, fully mobile CRM to manage every interaction that your clients have with their customers. Recalling that 46% of local businesses stated they’d prefer to centralize their tasks and award all their marketing requirements to one provider, a bundled CRM serves as the perfect anchor for any agency to become the provider of choice to its small business clients.

53 Screenwerk.com, Survey: Consumers Prefer to Shop Local But Expect Digital

Sophistication

61%of consumers now

either expect or appreciate appointment booking from their local

businesses 2016.

70%of mobile searchers

are already using click-to-call to contact

businesses.

61%of consumers want a call from a business during their path to purchase.

77%of consumers say Live

Chat improves their opinion of a business3.

Copyright 2017 Agendize

Part 1: The Challenge

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HOW DO YOU ADDRESSTHE REAL CHALLENGES FACING YOUR PRO-SMB CLIENTS?In providing solutions to your clients, web presence management and the interactions consumers prefer would likely be top-of-mind in ensuring the highest conversion and lead quality possible for your clients. A simple, fully mobile CRM software, capable of managing numerous staff members and locations, with further added features like email marketing, would seem like an afterthought, particularly in light of a recent study4 that stated:

21% of small business owners don’t store their customer contact information anywhere

24% use CRM software

20% use an email marketing service provider, while 45% don’t maintain an email list that prospective customers can opt into

While this would seem to show that a mobile CRM is not priority for your small business clients, it is actually a crucial challenge they face in empowering themselves to be more productive, particularly in their marketing efforts.

Integrated solutions are critical because they provide a system of record for the outcomes and performance of your agency’s marketing services. According to a 2016 study by Dun & Bradstreet, 41% of marketers cite inconsistent data across technologies as their biggest challenge for maximizing the return on investment in marketing technology5. This challenge is even more significant to external marketers - without being on the same premises, with the same team, and the same daily objectives, you can never be sure that your clients fully understand the outcomes of your work.

4 LeadPages & Infusionsoft 2016 Small Business Marketing Trends Report5 Dun & Bradstreet 2016 B2B Marketing Report

Copyright 2017 Agendize7

This lack of clarity can lead to uncertainty, impatience, and constant risk to the continuity of your services. Often, your customers may want to “go big or go home”, but you know achieving real results takes time and long-term commitment. This speaks to the challenges your agencies have always faced:

To a customer, this predictable growth means something altogether different from what you may see as outcomes in terms of page views, visitors, clickthroughs, conversions, impressions, costs-per-click or any other generally accepted digital marketing KPIs. Your clients want new customers delivered directly to them through an application that they can use every day. They want appointments booked, calls made or planned, detailed questionnaires completed and more - all of the interactions that clearly show you are generating and capturing customer interest for your clients.

While providing all this may seem daunting, it’s actually easy, doable under your own brand, and leaves only a small step between you and the steady, consistent growth you’ve always wanted for your agency.

Agency life has fundamentally been stuck in an uncertain, project-based model for too long, while introducing a first rung of software tools can transition you to a model that emphasizes

retention, stability and predictable growth. While also generating predictable revenues for

your agency.

‘‘ ‘‘

Copyright 2017 Agendize

It’s a fact - your clients want to be empowered in their everyday activities and get closer to their customers. What’s more, their customers also want their local businesses to offer meaningful interactions like appointments, calls, chats and more. For your agency, the real challenge is that you need to create a system that allows you to prove the value of all your other work, whether that work be PPC and SEM campaigns, SEO, Conversion Optimization, Content Marketing, Web Development or more.

With your clients’ needs foremost in your mind, you can begin to piece together the idea of what you need to offer them: a complete presence online while closing the loop on the value of your other services. This is particularly challenging in the face of strong competition for local businesses from major media providers6.

Larger media companies and yellow-page providers are starting to step into the digital marketing territory that was once all yours for the taking. You know you can compete with them on quality, but in order to make that clear to your clients, before they get tempted to make a switch, you need ways to make them stick with you through thick and thin. Instead of jumping project to project with daily updates punctuated with uncertainty and doubt, you can give them all the interactions they and their customers want.

86 TvNewsCheck, What Do Local Advertisers Really Want?

Part 2: The Opportunity

PROVIDING A COMPLETE MARKETING & SALES APP FOR YOUR CLIENTS

Copyright 2017 Agendize9

86% of traditional local media providers now sell digital services to their clients.

Furthermore, 48% of local media providers formed a digital service agency

over the last four years.

Providing appointments, calls, chats and more in a complete mobile CRM can be the crucial next step to maximizing the influence you have on your clients’ media environment. A high degree of customizability can be combined with premium support and market experience to offer a solution that provides your customers value, peace-of-mind, and absolute confidence in your agency. This solution can also be offered in white or private label, ensuring that nothing but your own brand comes through to your customer. The only element left to understand is how you can effectively incorporate such a powerful offering into the services you already deliver to your clients, and how it will impact your bottom line.

‘‘ ‘‘

Copyright 2017 Agendize

Platforms that promise to secure clients and increase revenues can often come at a prohibitive cost, but given the nature of apps and solutions that offer Conversational Appointment Booking with a fully mobile CRM, their benefits can serve to add on to the underlying value of your services at a cost that will generate attractive ROI. Consider three of the configurations that your agency might be able to explore:

You’ve positioned yourself as a unique solutions provider that now offers advanced business efficiency tools and impactful interactions to consumers of all kinds

You’ve added a significant new revenue stream while providing your clients a simple, valuable tool that becomes hard to do without!

With customer opt-in rates as high as 80%, you secure a solid new revenue stream while reducing churn

Your Outcome

Your clients have dozens, or even hundreds of customer-facing employees. You charge them anywhere from $3000 to $30000 per year for access

Your clients need 5-10 user accounts for each of their client-facing staff, you charge $125-300 per month for those accounts

You can generate appointments, calls and more for clients at $30-40 per month

Suggested Retail Price For Your Agency’s White-Labelled Business App

You charge your clients between $5000 and $10000 per month for your services

You charge your clients $1000 per month or more for your services

You sell Websites and other services at less than $500 per month

Professionals and Micro-Sized Businesses

Local,Medium-Sized Businesses

Larger Pro-SMBs and Franchises Establishing Their Own Brand

Your Target Market

Your Business

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BUILDING MORE GROWTHINTO YOUR BUSINESS

Part 2: The Opportunity

Copyright 2017 Agendize

Providing a complete and unique solution to your clients allows you to not only maximize the return and demonstrate the value of your marketing services, but also puts you in the position of being a marketing provider of choice by offering the best of both human expertise and technological capability.To create new revenue, clarify your value to your customers, and give your agency an actionable path for growth, considerAgendize as the best partner to help you get started.

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Copyright 2017 Agendize

ABOUT AGENDIZE

The Leader in White-LabelledConversational Appointment Booking & CRM

Agendize features all the engagement apps agency clients need to connect with their customers online. The suite revolves around the Appointment Booking and an integrated CRM. Available in white-label with advanced APIs, the solution is used by companies and agencies of all sizes and sectors the world over, improving customer experience and empowering better relationships. Today, Agendize generates millions of leads and interactions every year, serving 12 of the world’s top 20 digital agencies and customers in over 20 countries, Agendize has accumulated nominations and wins from key industry organization awards like StreetFight Magazine, Siinda and the Local Search Association. With offices in San Francisco Bay Area, as well as Canada, France and Mexico, Agendize is the leading Conversational Appointment Booking & CRM provider committed to helping agencies and their clients grow!

Serve any kind of client, from single-owner operated businesses to large Franchises and Enterprise Clients.

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Winner of SIINDA Industry Excellence Awards for

“Best Mobile App”

Finalist for Streetfight’s 2016 Local Visionary Award for

“Best On-Demand App or Service”

Finalist for LSA 2017 Award for

“Best Local Commerce Services”

Contact Us to Discover More

Copyright 2017 AgendizeCopyright Agendize 2017, Agendize is a registered trademark of Agendize SAS

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