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How to Save 2 Hours aDay by Automating Your       Business                  Presented by Tyler Garns              Director...
What we’ll cover:     • Business Growth Concepts              What’s holding you back     • Why we hesitate to automate   ...
Catch 22     • Grow My Business?              Low volume = No Economies of Scale              Push through it = More custo...
Ever wonder how       you’re going to do it all?@tylergarns
It’s all about              SCALE              (and YOU don’t scale)@tylergarns
@tylergarns   Image Credit: 2007 by Stuart Brown
Good vs Bad     • Good                       • Bad              Auto Deposit           Call Routing (IVR)              Aut...
We’ve been trained to believe that:      Automation in     Communication is          BAD!               Because it usually...
Two different types     • Human makes a              • Human makes a       decision and                 decision ahead of ...
Incoming Requests     • How much does it cost?     • How does it compare?     • How long will it last?     • What’s your g...
Standard Request Handling        Request                                   Send                         Do work   Reply   ...
Often Neglected:     • Segmenting people based on their requests     • Adding a note to their record     • Setting a task ...
Better Request Handling        Request                           Follow       Send                          Checklist,    ...
Infusionsoft Request Handling        Request                         Run Note                         Template            ...
Note Template     • Let’s assume Bob Smith calls in an requests       that we send him our popular e-book “The       Edge ...
Daily Repetitive Tasks     • Call new leads     • Send direct mail piece     • Call new customers     • Sales appointments...
Standard Task Handling   Task                        Post Task      Follow Up                      Administrative         ...
Often Neglected:     • Segmenting people based on their response     • Adding a note to their record     • Setting a task ...
Better Task Handling   Task                           Follow        Start                          Checklist,   Autoresp- ...
Suggestions     • Read “Getting Things Done” by David Allen     • Use GTD apps on your desktop & smart       phone        ...
Infusionsoft Task Handling@tylergarns
Infusionsoft Task Handling@tylergarns
Standard Lead Follow Up                               Sammy                           Business Owner                  2 Da...
Better Lead Follow Up                      Email Autoresponder                                                            ...
Often Neglected     • Keeping up with tickler file system     • Stopping email autoresponders at appropriate       times   ...
Infusionsoft Lead Follow-Up@tylergarns
Standard Customer Follow-Up     • Same as lead follow up     • Often more neglected that lead follow up       because you’...
Infusionsoft Customer Follow-Up@tylergarns
Summary     • Start to think systematically     • Find areas of repetition     • Templatize any communication that is     ...
Multiple System Madness  Disjointed systems. Manual work. Lost opportunities.@tylergarns
The New World of              Sales & Marketing                 Automation@tylergarns
All-in-one@tylergarns
Would you like more               information about                  Infusionsoft?     • Yes     • No     • I’m already an...
Questions?      http://www.infusionsoft.com/demo@tylergarns
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How to Save 2 Hours a Day By Automating Your Business

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How to Save 2 Hours a Day By Automating Your Business

http://partners.infusionsoft.com/2011webinar/save2hours

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Transcript of "How to Save 2 Hours a Day By Automating Your Business"

  1. 1. How to Save 2 Hours aDay by Automating Your Business Presented by Tyler Garns Director of Marketing, Infusionsoft@tylergarns
  2. 2. What we’ll cover: • Business Growth Concepts What’s holding you back • Why we hesitate to automate • 4 Ways to save time Automate incoming requests Automate daily tasks Automate communications to prospects Automate communications to customers@tylergarns
  3. 3. Catch 22 • Grow My Business? Low volume = No Economies of Scale Push through it = More customers More customers = More work More work = Less time for following up Less time for following up = Lose personal touch Lose personal touch? = Hire more people Hire more people = Less profit Declining profit = No fun, No growth :(@tylergarns
  4. 4. Ever wonder how you’re going to do it all?@tylergarns
  5. 5. It’s all about SCALE (and YOU don’t scale)@tylergarns
  6. 6. @tylergarns Image Credit: 2007 by Stuart Brown
  7. 7. Good vs Bad • Good • Bad Auto Deposit Call Routing (IVR) Auto Bill Pay Auto dial Speed Dial Social media posts Software Installs Recorded sales messages Data Backups Auto-tune Sprinklers Massage chairs? Other ideas?@tylergarns
  8. 8. We’ve been trained to believe that: Automation in Communication is BAD! Because it usually is.@tylergarns
  9. 9. Two different types • Human makes a • Human makes a decision and decision ahead of automates the time and automates resulting work the work Incoming Requests Lead follow-up Daily Tasks Customer follow-up@tylergarns
  10. 10. Incoming Requests • How much does it cost? • How does it compare? • How long will it last? • What’s your guarantee? • Will it work for someone like me? • Can I get this same deal in 6 months? • You get the same 5-6 incoming requests every day@tylergarns
  11. 11. Standard Request Handling Request Send Do work Reply Decision@tylergarns
  12. 12. Often Neglected: • Segmenting people based on their requests • Adding a note to their record • Setting a task for follow up@tylergarns
  13. 13. Better Request Handling Request Follow Send Checklist, Reply Choose Template Decision@tylergarns
  14. 14. Infusionsoft Request Handling Request Run Note Template Decision@tylergarns
  15. 15. Note Template • Let’s assume Bob Smith calls in an requests that we send him our popular e-book “The Edge of Success”@tylergarns
  16. 16. Daily Repetitive Tasks • Call new leads • Send direct mail piece • Call new customers • Sales appointments • Every task usually results in one of about 4-5 scenarios@tylergarns
  17. 17. Standard Task Handling Task Post Task Follow Up Administrative Tasks Complete Task@tylergarns
  18. 18. Often Neglected: • Segmenting people based on their response • Adding a note to their record • Setting a task for follow up@tylergarns
  19. 19. Better Task Handling Task Follow Start Checklist, Autoresp- Choose onder Template Complete Task@tylergarns
  20. 20. Suggestions • Read “Getting Things Done” by David Allen • Use GTD apps on your desktop & smart phone My favorite for iPhone: Todo by Appigo • Or, use a CRM solution that has task management and workflow Highrise by 37 signals is a great, simple web- based CRM@tylergarns
  21. 21. Infusionsoft Task Handling@tylergarns
  22. 22. Infusionsoft Task Handling@tylergarns
  23. 23. Standard Lead Follow Up Sammy Business Owner 2 Days 3 Days 5 Days 2 Days 3 Days 5 Days 2 Days 3 Days 5 Da@tylergarns
  24. 24. Better Lead Follow Up Email Autoresponder Sammy Business Owner 2 Days 3 Days 5 Days 2 Days 3 Days 5 Days 2 Days 3 Days 5 Da@tylergarns
  25. 25. Often Neglected • Keeping up with tickler file system • Stopping email autoresponders at appropriate times • Starting new email autoresponders at appropriate times@tylergarns
  26. 26. Infusionsoft Lead Follow-Up@tylergarns
  27. 27. Standard Customer Follow-Up • Same as lead follow up • Often more neglected that lead follow up because you’ve already collected the money • Customer focused email autoresponders are often forgotten • Email autoresponders don’t help with any other type of customer interaction that needs to happen@tylergarns
  28. 28. Infusionsoft Customer Follow-Up@tylergarns
  29. 29. Summary • Start to think systematically • Find areas of repetition • Templatize any communication that is repetitive • Automate any activity that is repetitive • Find tools to help you do that in the most effective way@tylergarns
  30. 30. Multiple System Madness Disjointed systems. Manual work. Lost opportunities.@tylergarns
  31. 31. The New World of Sales & Marketing Automation@tylergarns
  32. 32. All-in-one@tylergarns
  33. 33. Would you like more information about Infusionsoft? • Yes • No • I’m already an Infusionsoft customer@tylergarns
  34. 34. Questions? http://www.infusionsoft.com/demo@tylergarns

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