the consultants guide to lead generation

29
1 ©2011 MBO Partners Inc. THE CONSULTANT’S GUIDE TO LEAD GENERATION THREE STEPS TO SECURING NEW LEADS

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Page 1: The Consultants Guide To Lead Generation

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THE CONSULTANT’S GUIDE

TO LEAD GENERATION

THREE STEPS TO SECURING NEW LEADS

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MODERATOR

STEVE ARHANCET

Director of Consultant Services

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ABOUT SPEAKER

Bret Smith

• Founder, Managing Principal

at High-Impact-Prospecting

• 25 years experience in sales,

marketing and business

development

• Content contributor and

blogger

• Solo practice owner, MBO

Associate

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• The biggest challenge facing

solo practice owners is

securing the next big project.

• Do you wish your little black

book was filled with names of

promising new clients?

• Are you searching for new

revenue sources, outside of

your existing network?

INTRODUCTION

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1. How to RESEARCH a target audience

2. How to ACQUIRE contact information

3. How to COMMUNICATE with targeted messages

TODAY’S KEY TAKEAWAYS

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RESEARCH

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• LOCAL

• Business publications

• Filings for incorporation

• Trade organizations

HOW TO RESEARCH A TARGET AUDIENCE

RESEARCH

• NON-LOCAL

• Web-based resources

• Business-to-business

social media

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Two Ways to Contact:

1. Via phone or email

2. Via social media for business

HOW TO RESEARCH A TARGET AUDIENCE

RESEARCH

EMAIL AND VOICE

Zoom Information

Data.com

Hoover’s

LinkedIn

BUSINESS SOCIAL MEDIA

Industry Websites

Manta

Plaxo

Merchant Circle

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ACQUIRE

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HOW TO ACQUIRE CONTACT INFORMATION

ACQUIRE

EMAIL AND VOICE

Data.com

Lead411

Zoom Information

Hoover’s

Netprospex

BUSINESS SOCIAL MEDIA

LinkedIn

Manta

Merchant Circle

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• Print media, direct mail, radio and TV not cost efficient for

professional B2B services promotion

• Extending your expertise via social media and the web much more

effective.

• Communication via email and voice is TARGETED…push rather

than pull.

WHY IS EMAIL & VOICE BEST?

ACQUIRE

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COMMUNICATE

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• EMAIL - personalized email as a prospecting tool integrated with

voice prospecting to inform and educate sales prospects.

• VOICE - as a means to “cement” the process and close for next

level of interest, and to increase overall outcomes.

• APPEAL - informed peer-level appeals targeted towards prospects’

areas of responsibility/interest.

• MESSAGE - Meaningful messaging in email and voice

• FOLLOW-UP - Persistent follow-up and engagement with the

prospect

KEY ASPECTS OF THE H-I-P METHODOLOGY

COMMUNICATE

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• Contacting prospects ENOUGH times, in the right context and in

the right rhythm, increases the “prospect engagement rate” by as

much as 100% - i.e., doubles your potential opps

• Converged email, voice and social media communication keeps

you in front of prospects for a longer period, and the consistent

thread of communications helps them remember who you are and

WHAT YOU WANT TO DISCUSS – via “meaningful messaging”.

• This process of persistent engagement in alignment with widely-

held industry beliefs as to the most efficacious number & manner

of TOUCHPOINTS needed to achieve response.

WHY H-I-P WORKS

COMMUNICATE

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THE TOUCH POINT PROCESS

COMMUNICATE

#1

#2

#3

Send email Make phone call

#4

#5 #6

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• Follows the format of an Executive Summary using

bullet points to hit key points, pertinent to the

position/individual and the organization, includes:

Respectful tone

Thoughtful subject line (this can make a big

difference)

Opening and closing thank you

A “presumptive” statement about Autotask

Mention of companies in their space who you currently

work with (optional)

A fairly descriptive, bulleted list of benefits, not

features

Initial call to action

TOUCH POINT #1: EMAIL

COMMUNICATE

#1

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TOUCH POINT #1: SAMPLE

COMMUNICATE

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TOUCH POINT #1: ANALYSIS

COMMUNICATE

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TOUCH POINT #1: ANALYSIS

COMMUNICATE

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TOUCH POINT #1: ANALYSIS

COMMUNICATE

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• Shorter and more concise

• Timing: 3 business days after #1 if no initial response

• The subject line and body of the message is a call to

action for a specific discussion time by phone, or

permission to provide collateral

• Contains succinct bullets stating benefits, not features

TOUCH POINT #2: EMAIL

COMMUNICATE

#2

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• If contact is made via voice mail:

• Leave a recording that is engaging, professional and

consultative in tone

• Speak for 30-60 seconds

• Provide a specific value proposition

• Reference collateral you will send via email

• Give a call to action (meeting request, etc.)

• Provide your contact information

• If first four touch points do not engage the prospect:

• Continue through #6 at 3 business-day intervals

• If no response, do not contact for at least 90 days

TOUCH POINT #3 & #4- PHONE CALL & EMAIL

COMMUNICATE

#3

#4

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TOUCH POINT #3: THE VOICEMAIL

COMMUNICATE

“Good afternoon, Ken.” “My name is John Johnson with Autotask Corporation.” “Ken, I’m leaving this voice mail for you in follow-up to my email a few days ago in which I invited you to further explore with me Autotask’s all-in-one web-based software solution which helps you sell, implement, deliver and bill your services more efficiently, and more profitably. “If you recall, our fully-hosted solutions provides you with a service desk, contact management, outsourcing, contract administration, time tracking, billing, reporting and business analytics -- all running off the same database and accessible from a single screen.” “The next step you and I can take together on this, Ken, is a web-based demonstration.” “Should your schedule permit later this week, I’d like to make arrangements. Can you call me back at your earliest convenience?” “You can reach me directly at xxx.xxx.xxxx, or via email at [email protected] .” “Thanks for your time, and I look forward to hearing from you, Ken.”

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TOUCH POINT #3: THE VOICEMAIL

COMMUNICATE

Address prospect in the

familiar

“Good afternoon, Ken.”

State full name and

company

“My name is John Johnson with Autotask

Corporation.”

Use prospect’s name a 2nd

time, refer to prior email

“Ken, I’m leaving this voice mail for you in follow-

up to my email a few days ago in which I invited

you to further explore with me Autotask’s all-in-

one web-based software solution to helps you sell,

implement, deliver and bill your services more

efficiently, and more profitably.”

Make a brief, emphatic, and

meaningful statement of

uses/benefits

“If you recall, our fully-hosted solutions provides

you with a service desk, contact management,

outsourcing, contract administration, time tracking,

billing, reporting and business analytics -- all

running off the same database and accessible

from a single screen.”

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TOUCH POINT #3: THE VOICEMAIL

COMMUNICATE

Suggested specific next

step

“The next step you and I can take together on

this, Ken, is a web-based demonstration.”

Call to action with specific

time frame

“Should your schedule permit later this week, I’d

like to make arrangements. Can you call me back

at your earliest convenience?”

Leave phone number AND

email address

You can reach me directly at xxx.xxx.xxxx, or via

email at [email protected].”

2nd Thank You, 3rd use of

prospect’s name and an

optimistic…not

insistent…closing

“Thanks for your time, and I look forward to

hearing from you, Ken.”

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1. How to RESEARCH a target audience

2. How to ACQUIRE contact information

3. How to COMMUNICATE with targeted messages

QUESTIONS?

CONCLUSION

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THANK YOU

www.mbopartners.com

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