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1   © 2012 eFolder, Inc. All Right Reserved.
Feeding Prospects, Getting Clients:
A Proven Marketing Technique for
IT Service Organizations

         Ted Hulsy
         VP of Marketing, eFolder
         415-235-6087
         ehulsy@efolder.net


         Helen Moss
         BIS Marketing Director
         hmoss@askbis.com
Agenda



• Introductions
• Feeding Prospects, Getting Clients:
      – Why Do It? Value and ROI
      – How To Promote It
      – What to Do When They Get There
• Q&A



3   © 2012 eFolder, Inc. All Right Reserved.
eFolder Partner Marketing Director:
               Helen Moss




4
Why Lunch and Learns?

          Why Event Marketing?

                  79% of business owners rank events as
                   important to their business
                  The blend: old-school plus new = results.
                  Build trust and value. Groups further validate
                   the information exchanged.

         Lunch and Learn ROI

                  Toss out the bottom line for a few minutes
                   and think about the value of a new client
                  Results come from consistency

5   © 2012 eFolder, Inc. All Right Reserved.
Getting the Right People to Come

          Qualify and invite prospects.

                                Postcards
                                Press
                                Email
                                Social Channels
                                Phone calls

         You have to invite them or they won’t come…

                          That means personally
                          Team effort: sales, call center, field techs,
                           marketing, accounting…

6   © 2012 eFolder, Inc. All Right Reserved.
Invitation Example 1




                                                      Focus on
                                               Problems and Solutions
                                                     not Product




7   © 2012 eFolder, Inc. All Right Reserved.
Invitation Example 2




                                               Don’t sell
                                               Do inform




8   © 2012 eFolder, Inc. All Right Reserved.
Postcard Examples




9   © 2012 eFolder, Inc. All Right Reserved.
Simple Registration

• Use an automated Registration program such as
  Eventbrite or Constant Contact:




10 © 2012 eFolder, Inc. All Right Reserved.
Optimizing Attendance

               It’s a “Numbers Game”:

                           Use a CRM
                           Have a List
                           Build your List
                           Refine your List
                           To get one qualified
                            attendee you will need to
                            invite and re-invite at least
                            10 qualified prospects
11 © 2012 eFolder, Inc. All Right Reserved.
Timeline and Countdown, Weeks 8-4:




12 © 2012 eFolder, Inc. All Right Reserved.
Timeline and Countdown, Weeks 3-1:




13 © 2012 eFolder, Inc. All Right Reserved.
Venue Pointers




                                              Relaxation




14 © 2012 eFolder, Inc. All Right Reserved.
Venue Pointers 2




                                              Focus




15 © 2012 eFolder, Inc. All Right Reserved.
What To Do When They Get There


         Content

                  What are you great at right now?
                  What’s hot in the market right
                   now?
                  Think seasonal, think local
                   (like produce)
                  Surveys are key to effective
                   follow-up
16 © 2012 eFolder, Inc. All Right Reserved.
Topics That have Worked for BIS


         Best Practices of Data Backups and
         the Importance of Business Continuity

         Internet Marketing & SEO for Success…

         Should You Take Your Business to the
         Cloud?

         VOIP for the Small Business


17 © 2012 eFolder, Inc. All Right Reserved.
General Marketing Materials



                                              Have general materials
                                              available for prospects
                                              to take with them




18 © 2012 eFolder, Inc. All Right Reserved.
Follow –through:

Capitalize on results:

        Stay in touch

        Use survey results to further qualify

        Sort to determine appropriate contact strategies and
         tactics

        Offer webinars and demos to attendees as well as to
         those interested who could not attend

19 © 2012 eFolder, Inc. All Right Reserved.
Measures of Success

     Keep Records

              Note who had registered , who
               has attended and who has
               expressed interest

              Cross reference with sales
               results

              Remember: results are
               cumulative; consistency pays

20 © 2012 eFolder, Inc. All Right Reserved.
Contact Us



                                 Phone:       800-352-0248
                                  Email:      info@efolder.net
                                   Web:       efolder.net
                                   Blog:      efolder.net/blog/
                                 Twitter:     twitter.com/eFolder




21 © 2011 eFolder, Inc. All Right Reserved.
Q&A
Appendix
eFolder cloud data protection services

                                Image Replication and Storage
       Local Storage and
        AppAssure Core
eFolder Cloud for AppAssure


                                Image Backup
         BDR Appliance
       On-site Virtualization
eFolder BDR for ShadowProtect




                                File / folder Backup


  eFolder Backup for Files




                                Cloud Recovery as a Service


  eFolder Continuity Cloud


  24    STRICTLY CONFIDENTIAL – NOT FOR REDISTRIBUTION © 2012 eFolder, Inc. All Right Reserved.
eFolder cloud security services


              Spam Quarantine




                             Admin Console



      Users         Mail Server                                                                     Third Parties
                                  Outbound                eFolder                        Outbound
                                   Inbound                                                Inbound
                                                        Security Cloud
      eFolder Email Security




                                                      Anti-virus       Anti-spam




25   STRICTLY CONFIDENTIAL – NOT FOR REDISTRIBUTION © 2012 eFolder, Inc. All Right Reserved.

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eFolder Partner Chat_How to Do Lunch and Learns

  • 1. Postcard Examples 1 © 2012 eFolder, Inc. All Right Reserved.
  • 2. Feeding Prospects, Getting Clients: A Proven Marketing Technique for IT Service Organizations Ted Hulsy VP of Marketing, eFolder 415-235-6087 ehulsy@efolder.net Helen Moss BIS Marketing Director hmoss@askbis.com
  • 3. Agenda • Introductions • Feeding Prospects, Getting Clients: – Why Do It? Value and ROI – How To Promote It – What to Do When They Get There • Q&A 3 © 2012 eFolder, Inc. All Right Reserved.
  • 4. eFolder Partner Marketing Director: Helen Moss 4
  • 5. Why Lunch and Learns? Why Event Marketing?  79% of business owners rank events as important to their business  The blend: old-school plus new = results.  Build trust and value. Groups further validate the information exchanged. Lunch and Learn ROI  Toss out the bottom line for a few minutes and think about the value of a new client  Results come from consistency 5 © 2012 eFolder, Inc. All Right Reserved.
  • 6. Getting the Right People to Come Qualify and invite prospects.  Postcards  Press  Email  Social Channels  Phone calls You have to invite them or they won’t come…  That means personally  Team effort: sales, call center, field techs, marketing, accounting… 6 © 2012 eFolder, Inc. All Right Reserved.
  • 7. Invitation Example 1 Focus on Problems and Solutions not Product 7 © 2012 eFolder, Inc. All Right Reserved.
  • 8. Invitation Example 2 Don’t sell Do inform 8 © 2012 eFolder, Inc. All Right Reserved.
  • 9. Postcard Examples 9 © 2012 eFolder, Inc. All Right Reserved.
  • 10. Simple Registration • Use an automated Registration program such as Eventbrite or Constant Contact: 10 © 2012 eFolder, Inc. All Right Reserved.
  • 11. Optimizing Attendance It’s a “Numbers Game”:  Use a CRM  Have a List  Build your List  Refine your List  To get one qualified attendee you will need to invite and re-invite at least 10 qualified prospects 11 © 2012 eFolder, Inc. All Right Reserved.
  • 12. Timeline and Countdown, Weeks 8-4: 12 © 2012 eFolder, Inc. All Right Reserved.
  • 13. Timeline and Countdown, Weeks 3-1: 13 © 2012 eFolder, Inc. All Right Reserved.
  • 14. Venue Pointers Relaxation 14 © 2012 eFolder, Inc. All Right Reserved.
  • 15. Venue Pointers 2 Focus 15 © 2012 eFolder, Inc. All Right Reserved.
  • 16. What To Do When They Get There Content  What are you great at right now?  What’s hot in the market right now?  Think seasonal, think local (like produce)  Surveys are key to effective follow-up 16 © 2012 eFolder, Inc. All Right Reserved.
  • 17. Topics That have Worked for BIS Best Practices of Data Backups and the Importance of Business Continuity Internet Marketing & SEO for Success… Should You Take Your Business to the Cloud? VOIP for the Small Business 17 © 2012 eFolder, Inc. All Right Reserved.
  • 18. General Marketing Materials Have general materials available for prospects to take with them 18 © 2012 eFolder, Inc. All Right Reserved.
  • 19. Follow –through: Capitalize on results:  Stay in touch  Use survey results to further qualify  Sort to determine appropriate contact strategies and tactics  Offer webinars and demos to attendees as well as to those interested who could not attend 19 © 2012 eFolder, Inc. All Right Reserved.
  • 20. Measures of Success Keep Records  Note who had registered , who has attended and who has expressed interest  Cross reference with sales results  Remember: results are cumulative; consistency pays 20 © 2012 eFolder, Inc. All Right Reserved.
  • 21. Contact Us Phone: 800-352-0248 Email: info@efolder.net Web: efolder.net Blog: efolder.net/blog/ Twitter: twitter.com/eFolder 21 © 2011 eFolder, Inc. All Right Reserved.
  • 22. Q&A
  • 24. eFolder cloud data protection services Image Replication and Storage Local Storage and AppAssure Core eFolder Cloud for AppAssure Image Backup BDR Appliance On-site Virtualization eFolder BDR for ShadowProtect File / folder Backup eFolder Backup for Files Cloud Recovery as a Service eFolder Continuity Cloud 24 STRICTLY CONFIDENTIAL – NOT FOR REDISTRIBUTION © 2012 eFolder, Inc. All Right Reserved.
  • 25. eFolder cloud security services Spam Quarantine Admin Console Users Mail Server Third Parties Outbound eFolder Outbound Inbound Inbound Security Cloud eFolder Email Security Anti-virus Anti-spam 25 STRICTLY CONFIDENTIAL – NOT FOR REDISTRIBUTION © 2012 eFolder, Inc. All Right Reserved.

Editor's Notes

  1. Hello. My name is Ted Hulsy. I am Vice President of Marketing at eFolder and your host for today’s event.Welcome to the eFolder Partner Chats. This webinar series brings together leading eFolder partners for business oriented discussions.Today we are joined by Helen Moss of BIS. In just a moment, I will further introduce Helen.
  2. Before we go through the agenda, let’s cover a few house keeping items.Today’s session is being recorded. The recorded version of the webinar will be made available on eFolder’s YouTube channel. We will also make copies of the slides available to those who attended the event.With over 120 people registered for today’s session, we have put all participants in listen only mode. You can enjoy the audio portion of today’s event by either streaming it your computer or by dialing in over the phone. Questions are strongly encouraged throughout. We have planned a special Q&A section at end of today’s discussion, but you may submit as we go along and we will try to address your questions on the fly.First, helen will explain why Lunch and Learns work and how she measures them. Then she will explain how she gets the right people to show up and what to do when they get there. Lastly, we will have plenty of time for your questions during the Q&A section.
  3. Now let me introduce today’s guest:Helen Moss is Marketing Director of Business Information Solutions, an MSP in with headquarters in Roberstdale Alabama, and two other locations in Mobile and Bay Minette. Helen has over ten years of experience in promotional management and marketing; she worked in New York, Los Angeles, San Francisco and Chattanooga before returning to her home state of Alabama to work for BIS. Helen is passionate about people, education and marketing and has volunteered as a soccer coach, a teacher in the Fairhope Educational Foundation and for various Chambers of Commerce. She rides a Harley on weekends, lives with “the best dog in the world” and her husband and they are expecting their first child in February.Helen, thanks for joining us and welcome.
  4. If eFolder sounds right for you, contact us today. Qualifying VARs, solution providers, and MSPs can try any eFolder service at no cost.Thank you for joining us.
  5. Now for a few comments on our various service offerings. The eFolderAppAssure Cloud service is our immediate and biggest joint business opportunity. Developed by eFolder and AppAssure together over the past nine months, this service adds cloud replication and cloud recovery to the power of AppAssure software. This service delivers an end-to-end solution to SMBs and the partners serving this market.eFolderShadowProtect BDR has been shipping for nearly two years and combines bare-metal backup software, a local appliance for storage and server virtualization, and the power of the eFolder Cloud.eFolder Backup is the company’s first offering and supports anytime, anywhere cloud backup for business-class endpoints.And lastly, the eFolder Continuity Cloud delivers our partners the ability to recover server images or files to an ondemand compute node in the eFolder Cloud, enabling them to deliver business continuity services to their clients.
  6. Leveraging the eFolder Security Cloud, eFolder Email Security delivers comprehensive inbound and outbound protection from spam, viruses, spyware, and phishing attacks, while ensuring email visibility and control for administrators and easy-to-use message quarantine and dynamic, per-user filtering for employees. Delivered as a wholesale, per user per month service, eFolder Email Security has the rich provisioning, reporting, and management capabilities required by managed service providers.