How to create an Automated FOLLOW UP Sequence to keep in touch with prospects


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Our money-making formula: We do 5 things: Generate Traffic (a lot of eye balls), Capture Leads (build a database so you can market to them long-term), Qualify prospects (eliminate tire kickers so people you talk to are ready, willing and able to buy), Convert Sales (money for you in your bank!) and Nurture (create long-term customers who give you raving review and generate a massive amount of referrals)

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How to create an Automated FOLLOW UP Sequence to keep in touch with prospects

  1. 1. Index 001_List_Segmentation_MyList 002_Warming_CSTC_W2B 002(B)_Warming_CSTC_W2B 003_Warming_CSTC 003(B)_Warming_CSTC 004_Warming_DIFY Types of FUS 004(B)_Warming_DIFY 005_Sales_FUS_CSTC List Segmentation 005(B)_Sales_FUS_CSTC Traffic Warming Sales Maintenance Double Opt-in Referral Fulfillment VIP CSTC Sales Campaign 1-5.vsd INDEX 1
  2. 2. 1 8 2 9 10 3 SE U 11 IN 4 T O N 12 5 13 6 14 7 15 AC: DAY: OF: CTA: AT: RT: CSTC Sales Campaign 1-5.vsd ELEMENTS 2
  3. 3. LEGEND Q1: Qualify 1 RD: Redirect AC: Action RL: Replay Link ADP: Audio Postcard RT: Remove Tag AP: Appointment SL: Sales Letter APL: Application SM: Snail Mail A/R: Autoresponder SPG: Sales page ART: Articulate Presentation SP: Salespeople AS: Assign to Salesperson SUC: Success AT: Apply Tag SUS: Suspect BN: Bonus TK: ToolKit CA: Catch all TL: Trackable Link CC: Credit Card TS: Tues / Saturday CL: Call on phone TY: Thank You CP: Campaign UP: Upsell CI: Capture Info VD: Video CMS: Certified Marketing Specialist W2B: Want to be CSTC: Coach/Speaker/Trainer/Consultant WB: Webinar CT: Click Thru WF: Webform CTA: Call to Action CUS:Customer DBM: Dominant Buying Motive DL: Download DM : Direct Mail DOI: Double Opt-in EM: eMail FMA: FREE Mktg Assess F: FREE FUS: Follow-up System FX: Fax GN: Generic GTM: Go To Meeting GFUS: General Follow Up Campaign NL: Newsletter NYA: Not yet attended OF: Offer OI: Opt In ORD: Order Form PC: Postcard PT: Point CSTC Sales Campaign 1-5.vsd LEGEND 3
  4. 4. CSTC Sales Campaign 1 - Presentation Traffic AC: Add them to Application Clicked Link for Completion FUS 001 CMS Presentation DAY: 0 AC: EM1 Sell the CMS OF: Presentation <a> which is an AT: Watched CSTC income opportunity and a Presentation rare opportunity to work with gerry himself. DAY: 0 OF: Click the <a> AT: No AC: EM2 Focus on the Money. Don’t mention the words Income Opportunity but show them how money they can make Clicked Link for DAY: Yes CMS Presentation OF: Click the <a> CTA: AT: RT: No AC: EM3 Focus on the learning opportunity. It would cost you 5x this price just to learn with Gerry forget about Clicked Link for making money. CMS Presentation DAY: OF: Click the <a> CTA: AT: RT: No AC: End the FUS DAY: OF: CTA: AT: RT: CSTC Sales Campaign 1-5.vsd 1 Presentation Traffic 4
  5. 5. CSTC Sales Campaign 2 - Application Completion AC: Audio Postcard Reminder - don’t worry too much about $$ b/c we’re offering terms DAY: 1 OF: CTA: Complete the application Completed AT: Application RT: No AC: Add them to CSTC AC: EM – Friendly Book Appointment FUS 001 reminder, you have not DAY: 3 YES OF: Setup a call with Sales – completed the application. Completed see calendar Here are some FAQs. Application CTA: DAY: 2 OF: AT: CTA: Got to FAQ RT: AT: RT: Yes No AC: Action Set to Setup a call with SP because they still have questions DAY: 3 OF: Setup a call with Sales – Completed see calendar Application CTA: AT: RT: No AC: End the FUS DAY: OF: CTA: AT: RT: CSTC Sales Campaign 1-5.vsd 2 Application Completion 5
  6. 6. CSTC Sales Campaign 3 - Book Appointment AC: Confirmation of Application Received (voice-broadcast) DAY: OF: CTA: AT: Completed CMS Application RT: AC: Email with link to appointment book DAY: AC: Add to OF: CSTC Sales FUS CTA: Book Appt 001 Booked Appt? AT: DAY: RT: OF: CTA: BUY! AT: RT: AC: Reminder Email DAY: OF: CTA: Book Appt Booked Appt? AT: RT: AC: Phone Call by Customer Service DAY: OF: Booked Appt? CTA: Book Appt AT: RT: AC: End the FUS DAY: OF: CTA: No AT: RT: CSTC Sales Campaign 1-5.vsd 3 Book Appointment 6
  7. 7. CSTC Sales Campaign - Sales AC: Do the call and SELL AC: Add them to the CMS SELL SELL!!! Fulfillment FUS 001 A) Review CMS Program B) Reveal GR Speech DAY: 0 C) Close!! OF: CTA: DAY: 0 YES AT: OF: CMS Beta $4777 RT: CTA: BUY Now! Did they buy? AT: CMS Appointment Booked! RT: NO AC: Add them to CSTC Sales Follow Up FUS 001 DAY: 0 OF: CTA: AT: RT: CSTC Sales Campaign 1-5.vsd 4 Sales 7
  8. 8. CSTC Sales Campaign – Sales Follow Up AC: SP Call to Offer AC: Add them to the terms of payment 3-4 CMS Fulfillment FUS payments * DAY: DAY: 1 OF: YES!! OF: CTA: CTA: Buy via phone AT: AT: RT: RT: Buy? NO AC: Em from SP Following Up on the Call DAY: 2 OF: CTA: Call to close AT: Did not buy CMS Beta RT: Buy? YES!! AC: End FUS DAY: 2 OF: CTA: AT: No RT: * 1 payment of $4777 2 payments of $2500 3 payments of $1800 4 payments of $1500 CSTC Sales Campaign 1-5.vsd 5 Sales Follow Up 8