This document outlines a 5-step marketing funnel process with the goal of acquiring customers, optimizing conversions, and scaling the business. Step 1 involves researching competitors and customers to understand successes, preferences and language. Step 2 builds the initial framework including pages, pricing, and an initial campaign. Step 3 adds additional email sequences and retargeting ads. Step 4 begins advertising and optimizing for metrics like click-through rate. Step 5 focuses on retaining customers through content, surveys and expanding advertising budgets. Each step costs $3,000 and takes 4 weeks to complete, with weekly reporting and consultation included.

1. FUNNEL
5-STEP MARKETING
1

2. STEP 1
Spy On Your Competitors & Get To
Know Your Customers
2

3. STEP 1 - SPY ON YOUR COMPETITORS & GET TO KNOW YOUR
CUSTOMERS
OBJECTIVE:
• Reverse Engineer Industry Specific Ad &
Marketing Success Using Spy Software
• Amass & Study Invaluable Customer Data
From Customer-Review-Heavy Websites
TIMEFRAME:
• 4-Weeks
3

4. STEP 1 - SPY ON YOUR COMPETITORS & GET TO KNOW YOUR
CUSTOMERS
OVERVIEW (PART I - COMPETITORS):
• 80% of the guess-work, testing and iteration formerly required
to build a successful marketing platform, it no longer necessary
• In Step 1, we will use high-tech “Spy” software to save 100’s of
hours and $1000’s of dollars by reverse engineering successful
advertising and marketing campaigns built by your
competitors
• Spying on your competition is 100% legal, highly-effective and
a best practice used by the smartest digital marketers in the
world
• Step 1 allows us to produce lasting results for you in a half of
the time and for a for a fraction of your competitor’s cost by
learning from their failures and successes
4

5. STEP 1 - SPY ON YOUR COMPETITORS & GET TO KNOW YOUR
CUSTOMERS
OVERVIEW (PART II - CUSTOMERS):
• Websites such as amazon.com, have 100,00’s of products or
books on services similar to yours
• Your customers have reviewed products and services similar to
yours 100’000’s of times. This pre-existing customer intel,
allows you to uncover customer fears, objections, customer
preferences and psychographics such as colloquialisms (how
they speak within their sub-culture)
• We will leverage this intel to intelligently create your offers,
pricing, email copy, sales copy and structure your marketing
funnel based on your customers proven likes, dislikes,
language and feedback revenant to your products and services
(not our opinions)
5

6. STEP 1 - SPY ON YOUR COMPETITORS & GET TO KNOW YOUR
CUSTOMERS
SCOPE OF WORK (PART I):
• Competitor spying and research via similar.com,
spyfu.com, whatrunswhere.com and buzzsumo.com
through our memberships (over $600/month)
• Detailed reporting on which keyword are being
SEO targeted and bid on in Google Adwords
• Detailed reporting of where your competitors are
advertising, what kind of ads they are buying and
what is working
6

7. STEP 1 - SPY ON YOUR COMPETITORS & GET TO KNOW YOUR
CUSTOMERS
SCOPE OF WORK (PART II):
• Detailed reporting of competitor’s top traffic sources
• Detailed reporting of top industry influencers
• Detailed reporting and breakdown of top competitor’s
marketing funnel and 1 month marketing calendar
• Detailed reporting of customer’s top complaints, fears,
preferences, common sayings and other psychographic
data
7

8. STEP 1 - SPY ON YOUR COMPETITORS & GET TO KNOW YOUR
CUSTOMERS
SCOPE OF WORK (PART III):
• Detailed report of competitor’s top ad
creatives, lead capture pages, sale pages
and email copy
• Read More At The Buzz Blog Here: How To
Research Your Customers and Competition
8

9. STEP 2
Foundation & Framework
9

10. STEP 2 - FOUNDATION & FRAMEWORK
OBJECTIVES:
• Integrate Existing & New Marketing & CRM Softwares
• Identify Funnel Products & Price Points
• Build Initial Opt-In, Pre-Sales + Sales Pages
• Map Out 1-Month Marketing Calendar
• Determine 1-Month Max LTV
• Track 1-Month LTV
TIMEFRAME:
• 4-Weeks
10

11. STEP 2 - FOUNDATION & FRAMEWORK
OVERVIEW:
• In Step 2, we will develop our initial low-hanging fruit strategy
meant to test our new funnel offers on existing customers and
leads.
• We will integrate your email service provider with your CRM,
upload your customer and lead data into Facebook, place
tracking pixels on all new lead and pages.
• Finally, we will run a test campaign to either your existing lead or
customer data base to drive new sales from old leads and existing
customers.
TIMEFRAME:
• 4-Weeks
11

12. STEP 2 - FOUNDATION & FRAMEWORK
SCOPE OF WORK:
• 1 to 3 Performance Optimized Email Opt-in Forms or Lead Pages
(w/custom tracking pixel)
• 3 Performance Optimized Pre-Sales Pages (w/custom tracking
pixel)
• 3 Performance Optimized Checkout Pages (w/custom tracking
pixel)
• 3 Performance Optimized Post-Sales Thank You Pages (w/custom
tracking pixel)
• 3 to 5 High Converting Subject Lines & Emails (w/links
embedded)
• 4 to 7 Email Campaigns Based On Buyer Intent & Purchase
History
12

13. STEP 2 - FOUNDATION & FRAMEWORK
SCOPE OF WORK (PART II):
• 2 Copywriting & Execution Of Email Blasts To Your Existing
User Base
• 2 Facebook Posts To Announce Funnel Products & Kick-Off
• Technical Integration Of All Marketing Technologies &
Advertising Platforms
• Detailed Weekly Reporting & Optimization
• 2 Weekly Calls
• 2-Month Marketing Calendar and ROI Mapping Session
• Read More At The Buzz Blog: Build Your Marketing Funnel And
They Will Come
13

14. STEP 3
Fleshing Out Your Marketing Funnel
14

15. STEP 3 - FLESH OUT YOUR MARKETING FUNNEL
OVERVIEW
• In Step 2- Build Your Marketing Funnel, where we discussed
Lead Magnets, Trip Wires, Core Offers, and Profit Maximizers.
• Now that we have your Marketing Funnel Skeleton in place, it
is time to flesh or fill it out. This means building follow-up
email sequences that speak specifically to the buyer intent
and purchase history of your email subscribers and customers.
• We want to make sure that our messaging speaks to their
actions and behaviors along the customer journey.
TIMEFRAME:
• 4-Weeks
15

16. STEP 3 - FOUNDATION & FRAMEWORK
SCOPE OF WORK:
• 3 A/B Variant Performance Optimized Email Opt-In
Forms or Lead Pages (w/custom tracking pixel)
• 3 A/B Variant Performance Optimized Pre-Sales Pages
(w/custom tracking pixel)
• 3 A/B Variant Optimized Checkout Pages (w/custom
tracking pixel)
• 15 to 20 Additional Buyer Behaviors Based Subject
Lines & Emails (w/links embedded)
• Add The 15 - 20 New Emails To The 4 to 7 Email
Campaigns Create In Step 2
16

17. STEP 3 - FOUNDATION & FRAMEWORK
SCOPE OF WORK (PART II):
• 3 Retargeting Facebook Ads Based On Buyer Behavior
• Technical Integration Of All Marketing Technologies &
Advertising Platforms
• Detailed Weekly Reporting & Optimization
• 2 Weekly Calls
• 4-Month Marketing Calendar and ROI Mapping
Session
• Read More At The Buzz Blog: Flesh Out Your
Marketing Funnel
17

18. STEP 4
Feed Your Funnel & Optimize
18

19. STEP 4 - FEED THE FUNNEL AND OPTIMIZE
OVERVIEW
• Now that your funnel allows you to covert leads to new
customers and new customers to repeat customers, we are ready
to buy some ads.
• Without an up-sell funnel and a clear 2-6 month email calendar,
LTV tracking and an ROI plan, it is very hard to advertise
successfully on Facebook.
• If we have our baseline metrics in place and an idea as to funnel
conversion rates, we can advertise with much more confidence.
TIMEFRAME:
• 4-Weeks
19

20. STEP 4 - FEED THE FUNNEL AND OPTIMIZE
SCOPE OF WORK:
• Analyze conversion rates and performance from
existing customers.
• Make tweaks and optimization based on data
• Upload Customers & Leads Into Facebook
• Create 3-7 Custom Audiences Based On Lead &
Buyer Behavior
• Create 3-5 Lookalike Audiences
• Create 5-15 Ads Based On Ad Budget & Size Of Data
Base
20

21. STEP 4 - FEED THE FUNNEL AND OPTIMIZE
SCOPE OF WORK (PART II):
• Access Other Advertising Opportunities On Other
Platforms
• Optimize For CTR, CPL & CVR
• Create Social Media Contests That Indirectly Drive
Leads Into The Funnel
• 2 Weekly Calls
• Analyze 1-Month LTV at the End of 4 weeks
• Read More and Access Index Of Marketing
Acronyms: Feed The Funnel & Optimize
21

22. STEP 5
KEEP YOUR CUSTOMERS AND SCALE
22

23. STEP 5 - KEEP YOUR CUSTOMERS & SCALE
OVERVIEW
• Brand perception and customer experience directly impacts
customer retention. Taking care of the people who pay you… is as
important (if NOT much more important), than acquiring new
customers.
• At this Step, we need to map out our 6-month content strategy
comprised of entertaining, educating, interviewing, celebrating
and selling to our customers indirectly (80%) and directly (20%).
• We do this through a clear and concise content marketing
strategy and well thought out email and promotional calendar.
TIMEFRAME:
• 4-Weeks
23

24. STEP 5 - KEEP YOUR CUSTOMERS & SCALE
OVERVIEW (PART II):
• Now that our funnel is tested, optimized
and we have some metrics around both
advertising and marketing performance, we
should be ready to ramp advertising spend
and increase funnel profitability with
confidence
24

25. STEP 5 - KEEP YOUR CUSTOMERS & SCALE
SCOPE OF WORK:
• Customer Survey Creation & Launch
• Customer Interviews of Contest Winners (most likely
to say yes to interview invite)
• Customer Testimonials (contest, surveys and
interviews are great for testimonials)
• Revisions of All SalesCopy Based Customer
Feedback & Testimonials
• Content Strategy Call & Native Ad Creation
• 2 Weekly Calls
25

26. STEP 5 - KEEP YOUR CUSTOMERS & SCALE
SCOPE OF WORK (PART II):
• Comprehensive Review of All 5 Marketing Steps
• Continued Optimizations
•Increase Ad Budget
• Explore New Traffic Channel Sources
• Create Affiliate Offers
• Explore Co-Promotion Partnerships
• Define 1YR Marketing Calendar
26

27. STEP 5 - KEEP YOUR CUSTOMERS & SCALE
SCOPE OF WORK (PART III):
• Analyze LTV and ROI Over The 5-Month Customer Journey
• Discuss Ongoing Consulting Engagement With banderbuzz
marketing
• See Contest, Testimonial and Survey Funnel Live Here: How To
Run A Free Facebook Contest At A Profit
• Read More At The Buzz Blog Here: Keep Your Customers & Scale
27

28. PAYMENT DETAILS
COST AND CONSULTING RATES
• $3000/month (or Step)
• Each Step Can Be Purchased Al La Carte
• Each Step Takes A Minimum Of 4-Weeks To Complete
• Weekly, monthly and quarterly progress reports are included in this
package
• General marketing consultation is included in this package
• $150/Hourly Consulting Rate (can be purchase independent of Steps)
** Prior to engaging client must complete Business Intelligence & Web
Asset Questionnaire
28

29. FINAL SLIDE
THANK YOU!
CALL BRYCE ANDERSON AT 415.710.7672
OR EMAIL AT BRYCE@BANDERBUZZ.COM
WHEN YOU ARE READY TO GET STARTED
29