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Small Business
Success Toolkit

From the leader in online marketing tools & coaching for small businesses.
What is
                                 the Small
                                 Business
                                 Success
                                 Toolkit?
                                 This toolkit was inspired by Small Business Saturday. However, any day of the
                                 week can be designated as a special shopping day, week or month.


                                 Let’s make it your best customer shopping day, week, or month ever!




Small Business Success Toolkit                   Share this toolkit with other small businesses.           2
Why bother with this toolkit?                              What we’ll show you:                            What you’ll need:
We’re going to show you how to encourage                    1   How to put together a PLAN to let          A place to hang signage in-store
more customers to shop with you during                          your customers know about your
your special, designated shopping day, week                     special shopping period and why            A permission-based email list of customers to
or month.                                                       they should shop with you.                 contact (We’ll provide you with templates.)

This toolkit will help you set goals for this time          2   How to EXECUTE your plan.                  Not using Email Marketing from Constant
and create a great offer to help you reach them.                                                           Contact? Start a FREE trial today.
                                                            3   How to EXTEND this simple
You can also use the ideas found in this toolkit                framework for continued success            A Facebook Page (We’ll provide you with ideas
to grow your business throughout the year.                      throughout the rest of the year.           and examples of engaging Facebook posts.)




                                Sound good? Let’s get started by setting a goal and creating an offer
                                    to entice people to come to your store for this special day.


                                         Small Business Success Toolkit                             Share this toolkit with other small businesses.        3
How to Create
a Great Offer
The key to a great offer is that it’s compelling enough to get people
to act. It also needs to bridge the gap between your customer’s
needs and your success.

So how do you do it? Let’s take a look.




                                            Small Business Success Toolkit   Share this toolkit with other small businesses.   4
How to Create a Great Offer




Here’s an example of how to put it all together:
Heavenly Croissants


Step 1             Heavenly Croissants chooses to get 100 customers to their store.




Step 2             Heavenly Croissants has had great success with offering
                   a percentage off to their best customers. The customers
                   consider it a nice little “thank you.”




Step 3             Heavenly Croissants also understands its coffee and pastries
                   are an important part of its customers’ morning.




Step 4             Heavenly Croissants puts it all together to create a delicious
                   deal of 15% percent off a customer’s next purchase
                   which they can promote as a “thank you” to its customers
                   for shopping with them during that time.




     Now that you have a great offer it’s time to put a plan into place to let people know about it. Let’s go!



                                  Small Business Success Toolkit                      Share this toolkit with other small businesses.   7
Your Small Business
Promotional Plan
With a great offer, promotional plan, and the tools to help you execute the plan
you’ll be in a great position to have your most successful promotion ever!

You already know your goal and what you’ll be offering. The next step is to put
together a promotion plan. We’ll provide you with resources to create consistent
branding across all your promotional activities.




                                           Small Business Success Toolkit          Share this toolkit with other small businesses.   8
Your Small Business Success Promotional Plan




How to promote your Small Business Success offer:




  In-store promotion                                          Email promotion                                              Facebook promotion
  As early as 7 weeks out from your Small                     We suggest an email plan that includes                       In addition to your regular Facebook updates
  Business Event, you’ll want to place                        a total of five email messages, one per                      follow the same five week schedule* as
  special signage in store so your customers                  week*, but do what works for you and your                    your email updates about this promotion.
  will know that you’re organizing                            business. At the very least try to send an                   You can schedule your own updates ahead
  this special promotion.                                     announcement of your offer, a reminder,                      of time or use the ones we’ve provided for
                                                              and a “Thank You” message.                                   you in this toolkit.
  Encourage them to stay in touch by
  joining your email list so you can send                     * (see page 10)                                              * (see page 11)
  them information about your offer and
  get them back to the store.                                      If you’re using Constant Contact for your                    If you’re using Social Campaigns from
                                                                   email marketing, we have many industry-                      Constant Contact, we’ve created many
                                                              specific templates for you to choose from. Just              different types of campaign templates
                                                              insert your business info and content and you’ll             for you. Log in to use the templates and
                                                              be ready to schedule. Log in and create a new                schedule your Facebook campaign now.
                                                              email to use the templates now.




                                            Small Business Success Toolkit                                       Share this toolkit with other small businesses.          9
Your Small Business Success Promotional Plan




How to Execute Your Plan
You now have a simple plan to get the word out about your special event and
encourage people to shop with you by letting them know in the following ways:
when they visit your store, via email, and by updating them on Facebook.

What now? Let’s work on how to execute your plan.

First, you’ll want to take the time to create the content for your emails and Facebook
posts. Your prep work on the previous pages should make this easy! And, if you’re
using Constant Contact’s Email Marketing or Social Campaigns tools, be sure you check
out our specially created retail templates, designed to match your colors and brand.

Next you’ll want to schedule your emails and Facebook statuses and prepare your
business for your event. Constant Contact’s Email Marketing tool will allow you to
schedule your email message in advance and you can also schedule your Facebook
updates ahead of time too.




          p
     Ti                 Remember to use all your available networks.
                        Include info about your special event on your
                        website, blog, and any other social networks
                        your business is active on.




                                           Small Business Success Toolkit                Share this toolkit with other small businesses.   12
Your Small Business Success Promotional Plan




Get prepared
Once you have everything scheduled you’ll have your promotional plan on autopilot.
Now you’ll have more time to focus on making sure your store is properly stocked
and staffed for your event. Get ready to give your customers a great experience
when they shop with you.

And, don’t forget to ask new customers to join your email list while they’re in your
store during this special promotional period. This way you’ll be able to keep in touch
with them and keep them coming back to your store!



Check in on how things are going
Be sure to check in with your email marketing stats 48 hours after each of your
email messages goes out to see who’s opening your emails and who’s sharing
them with their friends. You’ll also want to track what’s happening on your social
networks. This way you can engage with the people commenting and thank them
for sharing your updates.

In the next section we’ll look at what you can do to extend the success of this event.
This way you can encourage repeat business and gain new customers through
word-of-mouth throughout the year.




                                            Small Business Success Toolkit               Share this toolkit with other small businesses.   13
How to Extend
Your Success
Throughout the
Rest of the Year
Congratulations! You’ve successfully put together a great plan to make the most
of your special event. But don’t stop now. You’ve gotten people to your store on
this special day. You’ll want them to come back and bring their friends. Now is a
great time to start the Engagement Marketing Cycle.




                                           Small Business Success Toolkit           Share this toolkit with other small businesses.   14
How to Extend Your Success Throughout the Rest of the Year




What is the Engagement Marketing Cycle?
Simply, you provide your customers with a WOW! experience wherever they engage with
you. This could be in store, on the phone, at an event, or online. Then you entice your
customers to connect with you by joining your email list or connecting with you on social
media. Then engage with them to deepen existing relationships and create social visibility
and word-of-mouth for your business to bring in repeat and new customers. The cycle
repeats from there.


                                                                              Provide a “WOW!”
                      prospects
                 ew                                                           EXPERIENCE
             N




                                                    OP
                                                                                                 ENTICE
                                                      EN

 Ratings               Comments                                                                   to stay
                       & Shares
                                                                                                 in touch

           Social Word
            of Mouth
                                                                                   ENGAGE
                                                                                    people


                          En
                               gag
                                     eme                              ib   ility
                                           n t d r iv e s s ocial vis




      Want new customers? Find out more about
      how Engagement Marketing can help you
      find your next great customer. Get the book!




                                                         Small Business Success Toolkit                     Share this toolkit with other small businesses.   15
Evaluate your success
Once your event is over it’s time to evaluate what you’ve done. What
worked? What adjustments can you make so that things work better?

Repeat the framework outlined in this toolkit at other times during
the year. Implement your adjustments and once again evaluate your
success and make any necessary adjustments.




If you’ve found this toolkit helpful, share it with other small businesses.
   Tweet This!   “Use this Small Business Success Toolkit to get
                  more customers. Thanks @ConstantContact!
                  http://conta.cc/UcRbRh”




                                          Small Business Success Toolkit      Share this toolkit with other small businesses.   16
Online Engagement Marketing tools & coaching
                      to help small businesses and nonprofits grow.



 Email Marketing           Social Campaigns            EventSpot              SaveLocal             SinglePlatform
Build relationships from   Turn Facebook “likes”    Control every phase     Create deals your     Customize your online
  the inbox that keep       and shares into real,   of the event process    way and find your      listings and stand out
customers coming back.      measurable results.       from one place.      next great customer.     to new customers.




                Connect with Constant Contact. Everywhere.

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Small Business Success Toolkit

  • 1. Small Business Success Toolkit From the leader in online marketing tools & coaching for small businesses.
  • 2. What is the Small Business Success Toolkit? This toolkit was inspired by Small Business Saturday. However, any day of the week can be designated as a special shopping day, week or month. Let’s make it your best customer shopping day, week, or month ever! Small Business Success Toolkit Share this toolkit with other small businesses. 2
  • 3. Why bother with this toolkit? What we’ll show you: What you’ll need: We’re going to show you how to encourage 1 How to put together a PLAN to let A place to hang signage in-store more customers to shop with you during your customers know about your your special, designated shopping day, week special shopping period and why A permission-based email list of customers to or month. they should shop with you. contact (We’ll provide you with templates.) This toolkit will help you set goals for this time 2 How to EXECUTE your plan. Not using Email Marketing from Constant and create a great offer to help you reach them. Contact? Start a FREE trial today. 3 How to EXTEND this simple You can also use the ideas found in this toolkit framework for continued success A Facebook Page (We’ll provide you with ideas to grow your business throughout the year. throughout the rest of the year. and examples of engaging Facebook posts.) Sound good? Let’s get started by setting a goal and creating an offer to entice people to come to your store for this special day. Small Business Success Toolkit Share this toolkit with other small businesses. 3
  • 4. How to Create a Great Offer The key to a great offer is that it’s compelling enough to get people to act. It also needs to bridge the gap between your customer’s needs and your success. So how do you do it? Let’s take a look. Small Business Success Toolkit Share this toolkit with other small businesses. 4
  • 5. How to Create a Great Offer Here’s an example of how to put it all together: Heavenly Croissants Step 1 Heavenly Croissants chooses to get 100 customers to their store. Step 2 Heavenly Croissants has had great success with offering a percentage off to their best customers. The customers consider it a nice little “thank you.” Step 3 Heavenly Croissants also understands its coffee and pastries are an important part of its customers’ morning. Step 4 Heavenly Croissants puts it all together to create a delicious deal of 15% percent off a customer’s next purchase which they can promote as a “thank you” to its customers for shopping with them during that time. Now that you have a great offer it’s time to put a plan into place to let people know about it. Let’s go! Small Business Success Toolkit Share this toolkit with other small businesses. 7
  • 6. Your Small Business Promotional Plan With a great offer, promotional plan, and the tools to help you execute the plan you’ll be in a great position to have your most successful promotion ever! You already know your goal and what you’ll be offering. The next step is to put together a promotion plan. We’ll provide you with resources to create consistent branding across all your promotional activities. Small Business Success Toolkit Share this toolkit with other small businesses. 8
  • 7. Your Small Business Success Promotional Plan How to promote your Small Business Success offer: In-store promotion Email promotion Facebook promotion As early as 7 weeks out from your Small We suggest an email plan that includes In addition to your regular Facebook updates Business Event, you’ll want to place a total of five email messages, one per follow the same five week schedule* as special signage in store so your customers week*, but do what works for you and your your email updates about this promotion. will know that you’re organizing business. At the very least try to send an You can schedule your own updates ahead this special promotion. announcement of your offer, a reminder, of time or use the ones we’ve provided for and a “Thank You” message. you in this toolkit. Encourage them to stay in touch by joining your email list so you can send * (see page 10) * (see page 11) them information about your offer and get them back to the store. If you’re using Constant Contact for your If you’re using Social Campaigns from email marketing, we have many industry- Constant Contact, we’ve created many specific templates for you to choose from. Just different types of campaign templates insert your business info and content and you’ll for you. Log in to use the templates and be ready to schedule. Log in and create a new schedule your Facebook campaign now. email to use the templates now. Small Business Success Toolkit Share this toolkit with other small businesses. 9
  • 8. Your Small Business Success Promotional Plan How to Execute Your Plan You now have a simple plan to get the word out about your special event and encourage people to shop with you by letting them know in the following ways: when they visit your store, via email, and by updating them on Facebook. What now? Let’s work on how to execute your plan. First, you’ll want to take the time to create the content for your emails and Facebook posts. Your prep work on the previous pages should make this easy! And, if you’re using Constant Contact’s Email Marketing or Social Campaigns tools, be sure you check out our specially created retail templates, designed to match your colors and brand. Next you’ll want to schedule your emails and Facebook statuses and prepare your business for your event. Constant Contact’s Email Marketing tool will allow you to schedule your email message in advance and you can also schedule your Facebook updates ahead of time too. p Ti Remember to use all your available networks. Include info about your special event on your website, blog, and any other social networks your business is active on. Small Business Success Toolkit Share this toolkit with other small businesses. 12
  • 9. Your Small Business Success Promotional Plan Get prepared Once you have everything scheduled you’ll have your promotional plan on autopilot. Now you’ll have more time to focus on making sure your store is properly stocked and staffed for your event. Get ready to give your customers a great experience when they shop with you. And, don’t forget to ask new customers to join your email list while they’re in your store during this special promotional period. This way you’ll be able to keep in touch with them and keep them coming back to your store! Check in on how things are going Be sure to check in with your email marketing stats 48 hours after each of your email messages goes out to see who’s opening your emails and who’s sharing them with their friends. You’ll also want to track what’s happening on your social networks. This way you can engage with the people commenting and thank them for sharing your updates. In the next section we’ll look at what you can do to extend the success of this event. This way you can encourage repeat business and gain new customers through word-of-mouth throughout the year. Small Business Success Toolkit Share this toolkit with other small businesses. 13
  • 10. How to Extend Your Success Throughout the Rest of the Year Congratulations! You’ve successfully put together a great plan to make the most of your special event. But don’t stop now. You’ve gotten people to your store on this special day. You’ll want them to come back and bring their friends. Now is a great time to start the Engagement Marketing Cycle. Small Business Success Toolkit Share this toolkit with other small businesses. 14
  • 11. How to Extend Your Success Throughout the Rest of the Year What is the Engagement Marketing Cycle? Simply, you provide your customers with a WOW! experience wherever they engage with you. This could be in store, on the phone, at an event, or online. Then you entice your customers to connect with you by joining your email list or connecting with you on social media. Then engage with them to deepen existing relationships and create social visibility and word-of-mouth for your business to bring in repeat and new customers. The cycle repeats from there. Provide a “WOW!” prospects ew EXPERIENCE N OP ENTICE EN Ratings Comments to stay & Shares in touch Social Word of Mouth ENGAGE people En gag eme ib ility n t d r iv e s s ocial vis Want new customers? Find out more about how Engagement Marketing can help you find your next great customer. Get the book! Small Business Success Toolkit Share this toolkit with other small businesses. 15
  • 12. Evaluate your success Once your event is over it’s time to evaluate what you’ve done. What worked? What adjustments can you make so that things work better? Repeat the framework outlined in this toolkit at other times during the year. Implement your adjustments and once again evaluate your success and make any necessary adjustments. If you’ve found this toolkit helpful, share it with other small businesses. Tweet This! “Use this Small Business Success Toolkit to get more customers. Thanks @ConstantContact! http://conta.cc/UcRbRh” Small Business Success Toolkit Share this toolkit with other small businesses. 16
  • 13. Online Engagement Marketing tools & coaching to help small businesses and nonprofits grow. Email Marketing Social Campaigns EventSpot SaveLocal SinglePlatform Build relationships from Turn Facebook “likes” Control every phase Create deals your Customize your online the inbox that keep and shares into real, of the event process way and find your listings and stand out customers coming back. measurable results. from one place. next great customer. to new customers. Connect with Constant Contact. Everywhere.