how to automate your sales funnel step by step
TRANSCRIPT
danrussell.me
Here’s what the typical sales process looks like:
1. Lead generation2. Nurture cycle3. Conversion4. Delivery & Followup
danrussell.me
Here’s what people usually do:
1. Lead generation Blitz valuable prospects2. Nurture cycle [Nothing]3. Conversion Take the money, think less and
less about the relationship as time goes on4. Delivery & Followup Delivery (no followup)
danrussell.me
Non-process: A collection of actions or decisions that change based on
circumstances or parties involved
danrussell.me
Measuring your conversions and other metrics at each step of your sales cycle will allow you to improve it going forward.
Every process has steps. Each step has a conversion point.
danrussell.me
Measuring your conversions and other metrics at each step of your sales cycle will allow you
to improve it going forward.
Every process has steps. Each step has a conversion point.
danrussell.me
A local contractor’s website
There are 3 entry steps to this contractor’s sales cycle. It begins on his website...
Enter email & phone into
website
Send confirmation & enter into nurture
sequence
Reach out over the phone to schedule a
consultation
danrussell.me
Impression Metrics
Who is SEEING your outreach?
Enter email & phone into
website
Send confirmation & enter into nurture
sequence
Reach out over the phone to schedule a
consultation
TrafficTime on siteBounce rate
Open rateClick-through rate Rate of getting them on the
phone
danrussell.me
Engagement Metrics
Who is ENGAGING with your outreach?
Enter email & phone into
website
Send confirmation & enter into nurture
sequence
Reach out over the phone to schedule a
consultation
Email delivery rateRate @ which they call YOURate @ which YOU call them Win rate
danrussell.me
Here’s what we’re collecting now...
Enter email & phone into
website
Send confirmation & enter into nurture
sequence
Reach out over the phone to schedule a
consultation
Email delivery rateRate @ which they call YOURate @ which YOU call them Win rate
TrafficTime on siteBounce rate
Open rateClick-through rate Rate of getting them on the
phone (outbound)
danrussell.me
All of this stuff is automatically collected.
Enter email & phone into
website
Send confirmation & enter into nurture
sequence
Reach out over the phone to schedule a
consultation
Email delivery rateRate @ which they call YOURate @ which YOU call them Win rate
TrafficTime on siteBounce rate
Open rateClick-through rate Rate of getting them on the
phone (outbound)
danrussell.me
Here are the tools I recommend:
Email automation● Mailchimp (recommended)● AWeber● Constant Contact● Infusionsoft● Ontraport
danrussell.me
Here are the tools I recommend:
Sales & CRM● Insightly● Pipedrive● Salesforce● Infusionsoft● Ontraport
danrussell.me
When combined, these 2 types of tools will be able to provide:1. Lead generation (Email & Sales/CRM)2. Nurture cycle (Email)3. Conversion (Sales/CRM)4. Delivery & Followup (Email & Sales/CRM)
danrussell.me
$59 per monthMore advanced autoresponders
More advanced sales pipeline tracking
AW ProTools + Pipedrive
danrussell.me
Mailchimp & Insightly
Mailchimp’s automation platform has substantially improved and will provide you with the functionality you need.
danrussell.me
Mailchimp & Insightly
Mailchimp’s automation platform has substantially improved and will provide you with the functionality you need.
Insightly will give you all of the CRM functionality you’re looking for, at least when getting started.
danrussell.me
Mailchimp & Insightly
Mailchimp’s automation platform has substantially improved and will provide you with the functionality you need.
Insightly will give you all of the CRM functionality you’re looking for, at least when getting started.
Only after you’ve gotten comfortable with their functionality should you opt for an all-in-one solution.
danrussell.me
Once you have them set up...
1. Lay out your sales cycle2. Identify metrics3. Write autoresponder series4. Integrate CRM & Email5. Install Google Analytics6. Drive traffic
danrussell.me
most people do the following:
1. Lay out your sales cycle2. Identify your impression & engagement metrics3. Write a (minimum) 4-part autoresponder series for
email opt-ins4. Integrate your email & sales/CRM system into your
website opt-in form5. Install Google Analytics on your site to measure
traffic, etc.6. Drive traffic to your site with ads & content marketing
Skip this
danrussell.me
most people do the following:
1. Lay out your sales cycle2. Identify your impression & engagement metrics3. Write a (minimum) 4-part autoresponder series for
email opt-ins4. Integrate your email & sales/CRM system into your
website opt-in form5. Install Google Analytics on your site to measure
traffic, etc.6. Drive traffic to your site with ads & content marketing
Skip thisso they can’t do this
danrussell.me
most people do the following:
1. Lay out your sales cycle2. Identify your impression & engagement metrics3. Write a (minimum) 4-part autoresponder series for
email opt-ins4. Integrate your email & sales/CRM system into your
website opt-in form5. Install Google Analytics on your site to measure
traffic, etc.6. Drive traffic to your site with ads & content marketing
Skip thisso they can’t do this
Assume this is too complicated
danrussell.me
most people do the following:
1. Lay out your sales cycle2. Identify your impression & engagement metrics3. Write a (minimum) 4-part autoresponder series for
email opt-ins4. Integrate your email & sales/CRM system into your
website opt-in form5. Install Google Analytics on your site to measure
traffic, etc.6. Drive traffic to your site with ads & content marketing
Skip thisso they can’t do this
Assume this is too complicatedAssume this is too complicated
danrussell.me
most people do the following:
1. Lay out your sales cycle2. Identify your impression & engagement metrics3. Write a (minimum) 4-part autoresponder series for
email opt-ins4. Integrate your email & sales/CRM system into your
website opt-in form5. Install Google Analytics on your site to measure
traffic, etc.6. Drive traffic to your site with ads & content marketing
Skip thisso they can’t do this
Assume this is too complicatedAssume this is too complicated
Install, never check it
danrussell.me
most people do the following:
1. Lay out your sales cycle2. Identify your impression & engagement metrics3. Write a (minimum) 4-part autoresponder series for
email opt-ins4. Integrate your email & sales/CRM system into your
website opt-in form5. Install Google Analytics on your site to measure
traffic, etc.6. Drive traffic to your site with ads & content marketing
Skip thisso they can’t do this
Assume this is too complicatedAssume this is too complicated
Install, never check it
They do lots of this!
danrussell.me
most people do the following:
1. Lay out your sales cycle2. Identify your impression & engagement metrics3. Write a (minimum) 4-part autoresponder series for
email opt-ins4. Integrate your email & sales/CRM system into your
website opt-in form5. Install Google Analytics on your site to measure
traffic, etc.6. Drive traffic to your site with ads & content marketing
Skip thisso they can’t do this
Assume this is too complicatedAssume this is too complicated
Install, never check it
They do lots of this! Not so much
danrussell.me
Let’s take a look at this again...
1. Lead generation2. Nurture cycle3. Conversion4. Delivery & Followup
danrussell.me
Let’s take a look at this again...
1. Lead generation2. Nurture cycle3. Conversion4. Delivery & Followup
All of this has to be planned BEFORE the lead generation step. Think AHEAD of where your prospect is going to be and PREPARE their experience before they get there.