Social MediaBusiness Acceleration     Boot Camp
NOTESCompany_____________________________ Date______________________                                AGENDA8:00am        Re...
NOTESPermission Based Emails   a. How are you collecting emails today?   b. How many do you have in total?   c. How many d...
NOTESSocial Media Inventory – List anything you have forgotten          a. Video          b. Audio          c. Articles & ...
NOTESKeywordsTop Expert Business ServicesSkills       What other people call thoseForward Progress Confidential         Pa...
NOTESForward Progress Confidential    Page 5   12/17/2012ForwardProgress.net
NOTESWebsite Destination – My Website is….          a. ______________ Years Old          b. LinkedIn to my Company Social ...
NOTES                       MY TOP 5 PEOPLE – REFERRAL$           NAME                 %OF REVENUE        RAPPORT SCORERAP...
NOTES                    MY TOP 5 HUBS – REFERRAL GROUPS           NAME                 %OF REVENUE        RAPPORT SCOREFo...
NOTES                  LinkedIn Profile SectionCurrent Login Info (if applicable)LinkedInUsername: _______________________...
NOTESSummary – Think of this as a brochure and a business Bio. Begin with how helpful you areto others, encourage people t...
NOTESSkills - LinkedIn Skills helps you get discovered and they allow you to show the expertise levelthat you have with th...
NOTESExperience (Work History) – What to include? How far to go back? What to say? TheBest Practice is to include every po...
NOTESEducation/Certifications – Schools and a lot more. Remember that education is notsimply college degrees. Any business...
NOTESGroups and Associations – This is a list of industry, professional and social organizationsand not LinkedIn Groups. I...
NOTESYour Social Reach       How many LinkedIn Connections ____________       How many Facebook LikesFriends __________   ...
NOTESForward Progress Confidential    Page 16   12/17/2012ForwardProgress.net
NOTESFacebook– Business Page Setup          a. Type of Business Page          b. Keyword Driven Content          c. Value ...
NOTES8. Posting Sources   a. News Sources for my industry?   b. Tips we provide for customersclients   c. PeoplePartners w...
NOTES9. Posting PracticeForward Progress Confidential    Page 19   12/17/2012ForwardProgress.net
NOTES10. PromotionsPromotional PostsBudget spent ________________________People who saw the Post __________________Page Po...
NOTESForward Progress Confidential    Page 21   12/17/2012ForwardProgress.net
                                                ASSIGNMENT TRACKER                  Task          Pty        Due Date     ...
SNAP – Online Sales Acceleration by Forward Progress, Inc.Online Appointment Setting Sales LanguageCOLD--- Phone appointme...
SNAP – Online Sales Acceleration by Forward Progress, Inc.Online Appointment Setting Sales LanguageWARM---2 Old - PhoneSub...
SNAP – Online Sales Acceleration by Forward Progress, Inc.Online Appointment Setting Sales LanguageFlipping on the AddWhen...
SNAP – Online Sales Acceleration by Forward Progress, Inc.Online Appointment Setting Sales LanguageConfidential for Studen...
Sales Tools - Social Jack Personal Game Plan 30 day CLASS - Sales.xlsSocial Jack Personal Game PlanSales AttackUser Name  ...
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Forward Progress Social Media Boot Camp Worksheets and Handouts

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Forward Progress Social Media Boot Camp Worksheets and Handouts

  1. 1. Social MediaBusiness Acceleration Boot Camp
  2. 2. NOTESCompany_____________________________ Date______________________ AGENDA8:00am Registration, Breakfast and Networking8:30am Your Computer Setup and Tested9:00am CLASS START - Social Networks - Getting ProductiveGame Plan9:30am LinkedIn – Getting Found, Getting Referrals10:30am Break10:45am LinkedIn – Power Building Your Network11:15am LinkedIn – Interactive Appointment SettingNOON Lunch is served12:45pm Facebook – Separating Personal from Business1:15pm Facebook – Building your Business Page (properly)2:00pm Facebook – Building Likes and Followers2:30pm Break3:00pm Online Advertising – Driving Leads to Anywhere you Want3:45pm Getting into your Routine – 20 minutes-a-day4:15pm Wrap Up and Q&A4:30pm More NetworkingForward Progress Confidential Page 1 12/17/2012ForwardProgress.net
  3. 3. NOTESPermission Based Emails a. How are you collecting emails today? b. How many do you have in total? c. How many do you collect per week? d. What are some of the creative ways you collect them? e. What are you going to do differently? f. Who will you leverage? g. List your next stepsForward Progress Confidential Page 2 12/17/2012ForwardProgress.net
  4. 4. NOTESSocial Media Inventory – List anything you have forgotten a. Video b. Audio c. Articles & Blogs d. Training Materials e. Website Content f. Q & A Items g. OtherForward Progress Confidential Page 3 12/17/2012ForwardProgress.net
  5. 5. NOTESKeywordsTop Expert Business ServicesSkills What other people call thoseForward Progress Confidential Page 4 12/17/2012ForwardProgress.net
  6. 6. NOTESForward Progress Confidential Page 5 12/17/2012ForwardProgress.net
  7. 7. NOTESWebsite Destination – My Website is…. a. ______________ Years Old b. LinkedIn to my Company Social Networks _____ Yes _____No c. Linked to my Personal Social Network Sites _____ Yes _____No d. LinkedIn to my Partner Sites _____ Yes _____No e. Activated with Blogging _____ Yes _____No f. Keyword Optimized _____ Yes _____NoForward Progress Confidential Page 6 12/17/2012ForwardProgress.net
  8. 8. NOTES MY TOP 5 PEOPLE – REFERRAL$ NAME %OF REVENUE RAPPORT SCORERAPPORT AND RELATIONSHIP FACTOR:0 = NEVER – NOT SURE WHERE WE ARE AT1 = BARELY CONNECT – THEY KNOW ME BUT NOT SURE OF TRUST LEVEL2 = COUPLE TIMES A YEAR – THEY KNOW ME AND TRUST ME – REFERS MEONCE IN A WHILE BUT HAVE TO ASK3 = SEVERAL TIMES A YEAR – BETTER CONNECTION AND HIGHERRELIABILITY FACTOR – STILL HAVE TO ASK4 = MONTHLY REFERRALS – TRUST AND REFERS ME OFTEN – WILL REFERME WITHOUT ASKING SOMETIMES5 = WOULD DO ANYTHING FOR ME – REFERS ME ALL THE TIME WITHOUTASKINGForward Progress Confidential Page 7 12/17/2012ForwardProgress.net
  9. 9. NOTES MY TOP 5 HUBS – REFERRAL GROUPS NAME %OF REVENUE RAPPORT SCOREForward Progress Confidential Page 8 12/17/2012ForwardProgress.net
  10. 10. NOTES LinkedIn Profile SectionCurrent Login Info (if applicable)LinkedInUsername: _________________________Password: _________________________ □ Reference current resume □ Reference contact info (with address of business) □ Reference database of email contacts □ Reference list of clients that have given or would give you testimonials (only need emails) □ Reference list of any other social media/online presence you currently have (blogs, websites, etc.)Picture – Use a basic headshot picture from any digital camera, no professional help needed. Aclean white background is best, but try and appear to be social and smile! Do not use groupphotos or logos. Upload up to a 4Mb file and use the system’s cropping tool. The final picture isquite small – 80 x 80 pixels.Headline – This is the most important section on your profile, all 120 characters. Defaultsto “Current Job Title at Current Employer”. Use interesting, compelling, colorful words (dynamic,seasoned, executive) to attract interest. This is critical in attracting people to click through fromsearch listings. Ex. “Dynamic Mortgage Professional for Over 30 years” (we will adjust it so itsounds perfect)Forward Progress Confidential Page 9 12/17/2012ForwardProgress.net
  11. 11. NOTESSummary – Think of this as a brochure and a business Bio. Begin with how helpful you areto others, encourage people to want to help you in return. Only include current and relevantinformation as this is a high-level overview. This is not a historical area unless the history remainspart of the current and future. Do not focus on your work history, but rather who you are, what youare about, and where you are going in life. Include goals, and what you want people to get out ofreading your profile. You get 2,000 characters (about 2/3 of a printed page) to work with.Forward Progress Confidential Page 10 12/17/2012ForwardProgress.net
  12. 12. NOTESSkills - LinkedIn Skills helps you get discovered and they allow you to show the expertise levelthat you have with these skills. These are the words that will show up in search engines, so thinkabout what you would like to put down to attract people to find you. You are allowed up to 50skills, and also include your expertise level and the number of years you have had that skill.Ex: FHA- 20 years, ExpertForward Progress Confidential Page 11 12/17/2012ForwardProgress.net
  13. 13. NOTESExperience (Work History) – What to include? How far to go back? What to say? TheBest Practice is to include every position since college. This creates more opportunities for you tocreate relationships with others. If you had multiple positions at a company, use the highestposition held. Do NOT simply copy/paste in data from a resume. Limit resume-type statistics.Include relevant volunteer and community leadership experience. Use years only, no monthsneeded. You get lots of space, 2,000 characters, so make use of it! There are 100 characterseach for Title & Company Name – high SEO value!Example - Sales Rep. >>> Sr. Sales Executive >>> Sales Manager – just list Sales ManagerWhat to say? For each position, state the following:1. What does the company do?2. Who do they do it for?3. Where do they operate?4. What was your role?5. What made you special there?Forward Progress Confidential Page 12 12/17/2012ForwardProgress.net
  14. 14. NOTESEducation/Certifications – Schools and a lot more. Remember that education is notsimply college degrees. Any business or professional training (e.g. Dale Carnegie, IntegratedAlliances University) should be listed. List your High School as well. Use years only, no monthsneeded. Include what degrees you earned, any relevant academic notes (e.g. honor roll), andactivities, clubs, societies that you participated in. Also include any certifications you have.Interests – What do you like to do when you are not at the office? Here is where you show yourhumor side. Formatting is important. Use single words or short phrases separated by commas(see below). Also, include your professional interests if you have them. Up to 1,000 charactersare allowed.Example – Personal interests: Biking, Basketball, Community Outreach Professional interests: Networking, Coaching, ManagingForward Progress Confidential Page 13 12/17/2012ForwardProgress.net
  15. 15. NOTESGroups and Associations – This is a list of industry, professional and social organizationsand not LinkedIn Groups. It is basic text listing much in a keyword-list type of layout. Include boththe full spelling and the abbreviations. Up to 1,000 characters are allowed.Example – Worldwide Association of Business Coaches, WABC, American Society of Training &Development, ASTDAdvice – What advice would you give to someone walking down the street, or if you addresseda room full of 1,000 people?Forward Progress Confidential Page 14 12/17/2012ForwardProgress.net
  16. 16. NOTESYour Social Reach How many LinkedIn Connections ____________ How many Facebook LikesFriends __________ Total _____________ x180 _____ x 112 _______ = Your Total Estimated Reach __________Forward Progress Confidential Page 15 12/17/2012ForwardProgress.net
  17. 17. NOTESForward Progress Confidential Page 16 12/17/2012ForwardProgress.net
  18. 18. NOTESFacebook– Business Page Setup a. Type of Business Page b. Keyword Driven Content c. Value for your Community – Define 5 items d. What is your communication frequency? e. What is the source? f. Who will help? g. Additional PagesForward Progress Confidential Page 17 12/17/2012ForwardProgress.net
  19. 19. NOTES8. Posting Sources a. News Sources for my industry? b. Tips we provide for customersclients c. PeoplePartners who have relevant content d. SpecialsAnnouncements we can provide e. Community events and news sourcesForward Progress Confidential Page 18 12/17/2012ForwardProgress.net
  20. 20. NOTES9. Posting PracticeForward Progress Confidential Page 19 12/17/2012ForwardProgress.net
  21. 21. NOTES10. PromotionsPromotional PostsBudget spent ________________________People who saw the Post __________________Page Post Likes __________________________Page Likes ______________________________Clicks __________________________________Attendees _______________________________Forward Progress Confidential Page 20 12/17/2012ForwardProgress.net
  22. 22. NOTESForward Progress Confidential Page 21 12/17/2012ForwardProgress.net
  23. 23.   ASSIGNMENT TRACKER               Task Pty Due Date Leverage Benefit Notes                                                                                                                I’m COMMITED to generating more RESULTS in 2013 ________________________________________    Date ________________  Forward Progress Confidential
  24. 24. SNAP – Online Sales Acceleration by Forward Progress, Inc.Online Appointment Setting Sales LanguageCOLD--- Phone appointmentSubject: connect –or- this week –or- resource for our clientsHi ________,I hope all is well. Caught you on LinkedIn as member of the xxxx group/industry, I thought it mightbe mutually beneficial to meet. We have been in the xxxxxxxxxxxxxx “Chicago xxxxxxxxxxx”business/industry for ## years and always find value in local partnerships. Our clients are alwaysasking for resources and seems we can never have enough.I have some time available this xxxxxxx at either ##:## or ##:## for a fifteen minute introductioncall so I can find out more about your business. Let me know if this works and I look forward tospeaking with you.Best Regards,FIRST NAMEPHONECOLD--- Face-to-face appointmentSubject: connect –or- this week –or- resource for our clientsHi ________,I hope all is well. Caught you on LinkedIn as member of the xxxx group/industry, I thought it mightbe mutually beneficial to meet. We have been in the xxxxxxxxxxxxxx “Chicago xxxxxxxxxxx”business/industry for ## years and always find value in local partnerships. Our clients are alwaysasking for resources and seems we can never have enough to recommend.If you believe it would be beneficial to meet, I will be in the xxxx area this xxdayofweekxx” in theafternoon for a quick thirty minute introduction meeting so I can find out more about yourbusiness. Let me know if this works and I look forward to meeting with you.Best Regards,FIRST NAMEPHONE ALWAYS HAVE AN INTENTION OF RESULTS BEFORE YOU LOGIN!Confidential for Students Only Page 1
  25. 25. SNAP – Online Sales Acceleration by Forward Progress, Inc.Online Appointment Setting Sales LanguageWARM---2 Old - PhoneSubject: guess who –or- hey –or- catch upHey________,How have you been? You flashed up on my screen in LinkedIn and can’t believe how long it’sbeen since we have talked! I would love to catch up with you.Let me know if you have this xxdayofweekxx or next xxdayofweekxx to talk. I’m looking forward tocatching up.Regards,FIRST NAMEPHONEWARM---2 New - PhoneSubject: Slipped –or- sorry –or- next timexxfirstnamexx,How have you been? Can’t believe we met, had a great conversation and I let our gettingtogether slip away.Let me know if you have this xxdayofweekxx or next xxdayofweekxx to talk. I would love to getback on track with our conversation.Regards,FIRST NAMEPHONE ALWAYS HAVE AN INTENTION OF RESULTS BEFORE YOU LOGIN!Confidential for Students Only Page 2
  26. 26. SNAP – Online Sales Acceleration by Forward Progress, Inc.Online Appointment Setting Sales LanguageFlipping on the AddWhen adding connections new or old is the best time to flip them to an appointments –reference the 2 Old – 2 New messages above or if you an add from a recent event use thesample below.WARM---Recent Live Networking ConnectionSubject: Great meeting youxxfirstnamexx,It was great meeting you at the event xxdayofeventxx.Let me know if you have this xxdayofweekxx or next xxdayofweekxx to talk. I would love tocontinue our conversation.Regards,FIRST NAMEPHONEWARM---Group DiscussionMany times the best rule in a group discussion is to build quick rapor andmake it your mission to take that discussion offline to close on a meeting.Send a “Direct Message” with the text below. When you exceed fourexchanges with no direction, time to move on.xxfirstnamexx,Love your insight on xxdiscussiontopicxx.Let me know if you have this xxdayofweekxx or next xxdayofweekxx to talk. I would like to takethis conversation offline.Regards,FIRST NAMEPHONE ALWAYS HAVE AN INTENTION OF RESULTS BEFORE YOU LOGIN!Confidential for Students Only Page 3
  27. 27. SNAP – Online Sales Acceleration by Forward Progress, Inc.Online Appointment Setting Sales LanguageConfidential for Students Only Page 4
  28. 28. Sales Tools - Social Jack Personal Game Plan 30 day CLASS - Sales.xlsSocial Jack Personal Game PlanSales AttackUser Name MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY Time Per Day MAX Facebook LinkedIN Facebook LinkedIN Facebook LinkedIN Facebook LinkedIN Facebook LinkedIN Facebook LinkedINSocial Outreach (Remember 20 Min2 Old 2 New) Home Page Scan - Status Update - Status Update - Status Update - Cross Comment Home Page Scan - Target Fan Post - Status Update - Inbox Review - Get Profile Profile Status Update - Cross Like Friend Diving Video Post - Add Friends /Network Diving Group Diving Personal Post Network Diving One UpdateView UpdateView Add Connections /Comment Group DivingGoal 8 Appts 2 2 1 2 1 4 Closed 1 1 1 1Outcome 0Level 1Task Duration Definition Task Duration DefinitionFacebook - Personal Facebook - FanProfile UpdateView 10 Update your personal profile with relevant new info Page Update 10 Update Your Fan Profile Pages with relevant new infoFriend Build - Add 10 Add xx more friends Fan Build - Add 10 Invites xx new FansFriend Connect 2 Reach out and direct message xx friends Fan Connect 2 Reach out and direct message xx friendsCross LikeComment 5 Observe postings of friends then comment and like posts Cross LikeComment 5 Observe postings of Fans then comment and like postsFriend Diving 10 Go onto friend pages and connect to their relevant friends Fan Diving 10 Go into your Fan List, connect to their Friends "on their page"Target Fan Post 5 Personal post and @TAG your Fan Page Target Fan Post 5 Fan Page Post and @TAG your selected fansPersonal Post 2 Personal status post Fan Blast 5 Send a Fan Blast - Remember target and value!Fan Page Post 2 Go to Fan Page as personal account and post on Fan Page Fan Page Post 2 Go to Fan Page as your Personal Account and post on Fan PageEvent Invites 10 Invite new connections to your next Event Event Invites 10 Invite New Fans to your next EventPhoto PostTag 5 Upload Photo - tag relevant others Photo PostTag 5 Upload Photo - tag relevant othersVideo PostTag 5 Update Video - tag relevant others Video PostTag 5 Update Video - tag relevant othersPartner Outreach 10 Specifically connect to NEW/OLD Strategic Partners Partner Outreach 10 Specifically connect to NEW/OLD Strategic PartnersLinkedINStatus Update 2 Update to your profile statusHome Page Presence 2 Be aware of your home page and your networkProfile UpdateView 5 View and make a relevant update to your profileCross Comment 5 Look for Key Network connections and comment on their postNetwork Diving 10 Click into your connections and see if there are any relevant introductionsAdd Connections 10 Did you forget adding any connections this week - Advanced SearchGive Recommendation 10 Give one recommendation - make sure its in the right contextAsk for Recommendation 5 Request one recommendation - make sure its in the right contextGroup Diving 10 Spend some time in your most productive group - be the expertJob Search 10 Spend some time working your network for new job postings - get the recommendationsAnswers Section 10 Rescue someone - if you can be a first responder!Set Appointments 5 Set the hook - are you at or over quota - does not matter - go get one!Inbox Review 10 Scan your inbox invites, messages, sent, archived, etc - whats works?Event Invites 10 If you have an active event invite your new connections - otherwise scout for a good eventBlog ActivityBlog Post 30 Post your blogBlog Comment 5 Comment on the blog post - cross teamGuest Blog 30 Guest blog with someone relevant to your targetPromote Blog 10 Cross promote blog in your Social Sites* Confidential 12/17/2012 Page 1

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