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Tear the Lid Off
Advanced tools and tactics
for taking your automation
to the next level
sean@grid7.com
@scrollinondubs
@scrollinondubs
about you guys…
@scrollinondubs
about you guys…
Revenue
@scrollinondubs
about you guys…
Product-market FitRevenue
@scrollinondubs
about you guys…
Product-market FitRevenue
CRM & Automation
@scrollinondubs
about you guys…
Product-market FitRevenue
Plateau or blockedCRM & Automation
@scrollinondubs
about you guys…
Product-market FitRevenue
Plateau or blockedCRM & Automation
About me…
@scrollinondubs
Goals
@scrollinondubs
Goals
5 Crown Jewels
@scrollinondubs
Goals
5 Crown Jewels Tools & Tactics Bonanza

for each lifecycle phase
@scrollinondubs
Goals
5 Crown Jewels Tools & Tactics Bonanza

for each lifecycle phase
@scrollinondubs
Goals
5 Crown Jewels Tools & Tactics Bonanza

for each lifecycle phase
The “airlocks” pattern
@scrollinondubs
Goals
5 Crown Jewels Tools & Tactics Bonanza

for each lifecycle phase
The “airlocks” pattern We do / they do

technique
@scrollinondubs
@scrollinondubs
Five Crown Jewels
@scrollinondubs
Five Crown Jewels
Aggregation of Marginal Gains
5% capture 50% qual 1:4 close 50% wow’d 33% upsell 3 avg ref
1000 visitors 50 leads 25 qualified 6 sales 3 superfans 2 upsells 9 referrals
Aggregation of Marginal Gains
5% capture 50% qual 1:4 close 50% wow’d 33% upsell 3 avg ref
1000 visitors 50 leads 25 qualified 6 sales 3 superfans 2 upsells 9 referrals
Aggregation of Marginal Gains
5% capture 50% qual 1:4 close 50% wow’d 33% upsell 3 avg ref
1000 visitors 50 leads 25 qualified 6 sales 3 superfans 2 upsells 9 referrals
5% capture 50% qual 1:4 close 50% wow’d 33% upsell 3 avg ref
1200 visitors 180 leads 90 qualified 59 sales 41 superfans 20 upsells 164 referrals
15% capture 50% qual 65% close 70% wow’d 50% upsell 4 avg ref
Aggregation of Marginal Gains
1000 visitors 50 leads 25 qualified 6 sales 3 superfans 2 upsells 9 referrals
1200 visitors 120 leads 72 qualified 24 sales 18 superfans 12 upsells 108 referrals
10% capture 60% qual 1:3 close 75% wow’d 50% upsell 6 avg ref
Aggregation of Marginal Gains
5% capture 50% qual 1:4 close 50% wow’d 33% upsell 3 avg ref
1000 visitors 50 leads 25 qualified 6 sales 3 superfans 2 upsells 9 referrals
1200 visitors 120 leads 72 qualified 24 sales 18 superfans 12 upsells 108 referrals
10% capture 60% qual 1:3 close 75% wow’d 50% upsell 6 avg ref
Aggregation of Marginal Gains
5% capture 50% qual 1:4 close 50% wow’d 33% upsell 3 avg ref
1000 visitors 50 leads 25 qualified 6 sales 3 superfans 2 upsells 9 referrals
1200 visitors 120 leads 72 qualified 24 sales 18 superfans 12 upsells 108 referrals
10% capture 60% qual 1:3 close 75% wow’d 50% upsell 6 avg ref
Aggregation of Marginal Gains
5% capture 50% qual 1:4 close 50% wow’d 33% upsell 3 avg ref
1000 visitors 50 leads 25 qualified 6 sales 3 superfans 2 upsells 9 referrals
Aggregation of Marginal Gains
~4x ~10x
1200 visitors 120 leads 72 qualified 24 sales 18 superfans 12 upsells 108 referrals
10% capture 60% qual 1:3 close 75% wow’d 50% upsell 6 avg ref
5% capture 50% qual 1:4 close 50% wow’d 33% upsell 3 avg ref
1000 visitors 50 leads 25 qualified 6 sales 3 superfans 2 upsells 9 referrals
@scrollinondubs
Scaling personal attention
@scrollinondubs
Scaling personal attention
@scrollinondubs
Scaling personal attention
@scrollinondubs
Scaling personal attention
@scrollinondubs
Scaling personal attention
@scrollinondubs
Scaling personal attention
@scrollinondubs
360 deg messaging
@scrollinondubs
360 deg messaging
@scrollinondubs
360 deg messaging
@scrollinondubs
360 deg messaging
@scrollinondubs
360 deg messaging
@scrollinondubs
360 deg messaging
@scrollinondubs
360 deg messaging
@scrollinondubs
360 deg messaging
@scrollinondubs
360 deg messaging
@scrollinondubs
360 deg messaging
@scrollinondubs
360 deg messaging
@scrollinondubs
360 deg messaging
@scrollinondubs
360 deg messaging
@scrollinondubs
360 deg messaging
@scrollinondubs
360 deg messaging
@scrollinondubs
360 deg messaging
@scrollinondubs
360 deg messaging
@scrollinondubs
360 deg messaging
@scrollinondubs
360 deg messaging
@scrollinondubs
Just ship it
Perfect is the enemy of good. 

-Voltaire
@scrollinondubs
Just ship it
@scrollinondubs
Just ship it
If you’re not
completely
embarrassed by
version one of
your product,
you waited too
long to ship. 

-Reid Hoffman
@scrollinondubs
Just ship it
“We got six months of work done in three days”

-Neel
@scrollinondubs
Just ship it
@scrollinondubs
Just ship it
Shipping trumps everything.

-Sean
@scrollinondubs
Lean Mindset
@scrollinondubs
Lean Mindset
Reduce Risk,
uncertainty & waste
@scrollinondubs
Five Crown Jewels
@scrollinondubs
Five Crown Jewels
AMG
@scrollinondubs
Five Crown Jewels
AMG Scaling 1-1
@scrollinondubs
Five Crown Jewels
AMG Scaling 1-1 360deg
@scrollinondubs
Five Crown Jewels
AMG Scaling 1-1 360deg Ship it
@scrollinondubs
Five Crown Jewels
AMG Scaling 1-1 360deg Ship it De-risk
@scrollinondubs
Tools & Tactics
@scrollinondubs
Traffic Acquisition
@scrollinondubs
Traffic Acquisition
@scrollinondubs
cost, time, 

defensibility
@scrollinondubs
cost, time, 

defensibility
@scrollinondubs
cost, time, 

defensibility
@scrollinondubs
cost, time, 

defensibility
@scrollinondubs
cost, time, 

defensibility
@scrollinondubs
cost, time, 

defensibility
@scrollinondubs
cost, time, 

defensibility
@scrollinondubs
cost, time, 

defensibility
@scrollinondubs
cost, time, 

defensibility
@scrollinondubs
cost, time, 

defensibility
@scrollinondubs
cost, time, 

defensibility
@scrollinondubs
cost, time, 

defensibility
@scrollinondubs
cost, time, 

defensibility
@scrollinondubs
cost, time, 

defensibility
@scrollinondubs
cost, time, 

defensibility
@scrollinondubs
cost, time, 

defensibility
@scrollinondubs
cost, time, 

defensibility
@scrollinondubs
cost, time, 

defensibility
@scrollinondubs
cost, time, 

defensibility
@scrollinondubs
Lead Capture
@scrollinondubs
@scrollinondubs
@scrollinondubs
@scrollinondubs
@scrollinondubs
@scrollinondubs
@scrollinondubs
@scrollinondubs
@scrollinondubs
@scrollinondubs
@scrollinondubs
@scrollinondubs
Lead Nurture
@scrollinondubs
@scrollinondubs
@scrollinondubs
@scrollinondubs
@scrollinondubs
@scrollinondubs
@scrollinondubs
@scrollinondubs
@scrollinondubs
Sales
@scrollinondubs
@scrollinondubs
Bosworth
@scrollinondubs
Bosworth Miller
@scrollinondubs
Bosworth Miller Klaff
@scrollinondubs
Fulfillment
@scrollinondubs
@scrollinondubs
welcome

training
@scrollinondubs
welcome

training
satisfaction
surveys
@scrollinondubs
welcome

training
satisfaction
surveys
welcome

voicemail
@scrollinondubs
welcome

training
satisfaction
surveys
welcome

voicemail
baked
goods
@scrollinondubs
welcome

training
satisfaction
surveys
welcome

voicemail
baked
goods skywriting
@scrollinondubs
welcome

training
satisfaction
surveys
welcome

voicemail
baked
goods skywriting
?
@scrollinondubs
welcome

training
satisfaction
surveys
welcome

voicemail
baked
goods skywriting
?
get creative
@scrollinondubs
Upsell
@scrollinondubs
Upsell
@scrollinondubs
Upsell
@scrollinondubs
Upsell
@scrollinondubs
Upsell
@scrollinondubs
“most popular
upsell”
@scrollinondubs
“most popular
upsell”
@scrollinondubs
“most popular
upsell”
@scrollinondubs
“most popular
upsell”
@scrollinondubs
The downsell “salvage”
@scrollinondubs
The downsell “salvage”
1. 2x your credits for next 6mos?
@scrollinondubs
The downsell “salvage”
1. 2x your credits for next 6mos?
2. 50% off for next 6mos?
@scrollinondubs
The downsell “salvage”
1. 2x your credits for next 6mos?
2. 50% off for next 6mos?
3. suspend billing for 2mos
@scrollinondubs
The downsell “salvage”
1. 2x your credits for next 6mos?
2. 50% off for next 6mos?
3. suspend billing for 2mos
4. free book on us if you keep account
@scrollinondubs
You might also like...
@scrollinondubs
Referrals
@scrollinondubs
Top Referral
Acquisition Strategies
@scrollinondubs
Just ask
Top Referral
Acquisition Strategies
@scrollinondubs
Just ask
Top Referral
Acquisition Strategies
easiest
@scrollinondubs
Just ask
Top Referral
Acquisition Strategies
easiest N/A
@scrollinondubs
Just ask
Top Referral
Acquisition Strategies
Incentivize referrals
(contest or rewards
prog). Perkville
easiest N/A
@scrollinondubs
Just ask
Top Referral
Acquisition Strategies
Incentivize referrals
(contest or rewards
prog). Perkville
easiest
structured

try various
N/A
@scrollinondubs
Just ask
Top Referral
Acquisition Strategies
Incentivize referrals
(contest or rewards
prog). Perkville
easiest
structured

try various
N/A
cost of prizes

time to setup

contest infrast
@scrollinondubs
Just ask
Top Referral
Acquisition Strategies
Incentivize referrals
(contest or rewards
prog). Perkville
Formal referral
commission program.
Shareasale, Commission
Junction
easiest
structured

try various
N/A
cost of prizes

time to setup

contest infrast
@scrollinondubs
Just ask
Top Referral
Acquisition Strategies
Incentivize referrals
(contest or rewards
prog). Perkville
Formal referral
commission program.
Shareasale, Commission
Junction
easiest
structured

try various
scalable

new dist
N/A
cost of prizes

time to setup

contest infrast
@scrollinondubs
Just ask
Top Referral
Acquisition Strategies
Incentivize referrals
(contest or rewards
prog). Perkville
Formal referral
commission program.
Shareasale, Commission
Junction
easiest
structured

try various
scalable

new dist
N/A
cost of prizes

time to setup

contest infrast
commitment

higher COGS
@scrollinondubs
Just ask
Top Referral
Acquisition Strategies
Incentivize referrals
(contest or rewards
prog). Perkville
Formal referral
commission program.
Shareasale, Commission
Junction
Social campaigns (vanity,
giveaways, leaderboards)
KravMagaXD eg Shortstack
easiest
structured

try various
scalable

new dist
N/A
cost of prizes

time to setup

contest infrast
commitment

higher COGS
@scrollinondubs
Just ask
Top Referral
Acquisition Strategies
Incentivize referrals
(contest or rewards
prog). Perkville
Formal referral
commission program.
Shareasale, Commission
Junction
Social campaigns (vanity,
giveaways, leaderboards)
KravMagaXD eg Shortstack
easiest
structured

try various
scalable

new dist
low cost
N/A
cost of prizes

time to setup

contest infrast
commitment

higher COGS
@scrollinondubs
Just ask
Top Referral
Acquisition Strategies
Incentivize referrals
(contest or rewards
prog). Perkville
Formal referral
commission program.
Shareasale, Commission
Junction
Social campaigns (vanity,
giveaways, leaderboards)
KravMagaXD eg Shortstack
easiest
structured

try various
scalable

new dist
low cost
N/A
cost of prizes

time to setup

contest infrast
commitment

higher COGS
time to setup
@scrollinondubs
Tools & Tactics
@scrollinondubs
“Airlocks”
@scrollinondubs
@scrollinondubs
Overview
@scrollinondubs
Overview
Externalizeable and well-compartmentalized
business processes
@scrollinondubs
Overview
Externalizeable and well-compartmentalized
business processes
Benefits:
@scrollinondubs
Overview
Externalizeable and well-compartmentalized
business processes
Benefits:
Easier to extricate one’s self from operations
@scrollinondubs
Overview
Externalizeable and well-compartmentalized
business processes
Benefits:
Easier to extricate one’s self from operations
“Burstable” and therefore lower overhead
@scrollinondubs
Overview
Externalizeable and well-compartmentalized
business processes
Benefits:
Easier to extricate one’s self from operations
“Burstable” and therefore lower overhead
Defined chokepoints preserve security
@scrollinondubs
Overview
Externalizeable and well-compartmentalized
business processes
Benefits:
Easier to extricate one’s self from operations
“Burstable” and therefore lower overhead
Defined chokepoints preserve security
Possible to parallelize tasks
@scrollinondubs
@scrollinondubs
@scrollinondubs
@scrollinondubs
@scrollinondubs
@scrollinondubs
@scrollinondubs
@scrollinondubs
@scrollinondubs
pre test
@scrollinondubs
pre test
@scrollinondubs
pre test
@scrollinondubs
pre test
@scrollinondubs
pre test
@scrollinondubs
pre test
@scrollinondubs
pre test
@scrollinondubs
pre test
@scrollinondubs
pre test
@scrollinondubs
pre test
@scrollinondubs
pre test
award full
project to
this guy->
@scrollinondubs
@scrollinondubs
We do / They do
@scrollinondubs
We do / They do
@scrollinondubs
We do / They do
@scrollinondubs
We do / They do
@scrollinondubs
We do / They do
@scrollinondubs
We do / They do
@scrollinondubs
@scrollinondubs
@scrollinondubs
@scrollinondubs
@scrollinondubs
@scrollinondubs
@scrollinondubs
@scrollinondubs
@scrollinondubs
@scrollinondubs
@scrollinondubs
@scrollinondubs
@scrollinondubs
@scrollinondubs
Instrumentation
@scrollinondubs
Instrumentation
@scrollinondubs
Instrumentation
@scrollinondubs
Instrumentation
@scrollinondubs
Instrumentation
@scrollinondubs
Modeling
Google: “waterfall financials”
@scrollinondubs
Questions?
To get slides txt:
“ocmatalk” -> 415.528.7403
sean@grid7.com
@scrollinondubs
Questions?
To get slides txt:
“ocmatalk” -> 415.528.7403
keynote slides with links
MP3 audio of Jermaine’s must-listen podcast
Gravity Forms add-on for lead tracking
My top 20 all-time posts for entrepreneurs
sean@grid7.com

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