The document provides tips and templates for email marketing campaigns to customers. It includes examples of subject lines and timing for different types of emails such as welcome emails for new customers, follow up emails for proposals, and ongoing yearly communications. Templates are provided for initial touchpoints, inactive customer campaigns, and utilizing CRM tools for email marketing. The overall message is that email marketing is an effective way to communicate with and retain customers when done properly through a CRM.

1. Top 5 Email Campaigns
Proven to Increase Business!
561.470.5450
www.techbenders.com
Tech Benders
Act! CRM Guru
Zoho CRM Guru.
Karen Fredricks

2. Survey Results
Thanks so much to all of you who took the survey!

3. LinkedIn Results
Interesting. The results were different among my LinkedIn Peers.

4. Agenda
Your CRM has a built in Emarketing Tool. Use It!
New Customer Welcome
Inactive Customer Campaign
On Going Communications
Before you start: A few
Cool Tools
Initial Touch Points
Quote/Proposal Follow Up
1
2
3
4
5
6
Questions

5. Use eMarketing, Not Outlook!
Any good CRM has an integrated eMarketing Platform
Does not include eMarketing
Act! Pro
You have anywhere from 250-
1000 sends/day
Zoho CRM
You have a Basic Account with
2,500 sends/month
Act! Premium or Cloud
You have 1,000 sends/day and
you have Campaigns with
100,000 sends/month
Zoho One

6. Use eMarketing, Not Outlook!
Outlook will not measure your success.
Avoid getting blacklisted!!
Spam Compliant
If your bounce rate is over 20%
you will probably be shut down.
Plus you need to keep your
contacts FRESH!
Track Bounces
Were people interested in what
you sent them?
See Open Rates
Why are they no longer
interested?
Track Opt-Outs

7. Learning Resources
You Have It; you need to learn it!
https://training-act.com/act/act-lib-
ama/?courseId=overview&videoId=1
Act!
Documentation:
https://www.zoho.com/crm/help/
https://www.zoho.com/crm/resources/
Zoho CRM
https://www.zoho.com/sites/default/files/getting-
started-with-zoho-campaigns.pdf
Zoho Campaigns

8. Segment Your Database
My not so subtle reminder…. HINT!!
Age, gender, income,
location, etc
Demographics
A
Prospect? Customer?
Behavior
B
Industry? Size? Products?
Interest
C
Convenience? Needs?
Problems?
Needs
D

9. Cool Tools
Don’t get blacklisted because your data is old. And figure out something good to say!
$16/2000 emails
ZeroBounce
01
$40/5000 emails
Brite Verify
02
Sure cure for writers block! Be specific!
Hint: Narrow it down.
AI: Chat GPT & Bard
03

10. 1 - Initial Touch Points
They say the average salesman gives up after 2 attempts yet it takes 7 to close a deal….
Continuing Education
Knowledge
Get your company’s name
out there.
Intro
Direct them to information
Awareness
Give them a sample of your
sparkling personality
Personalize
Continual touches:
newsletters, etc.
Marketing
Stay in touch.
Social Media
Email Website
Phone Blog
Connect Campaign

11. 2 - Proposal Follow Up
Message Subject Timing
White Paper You Might Enjoy Name of White Paper 2 Days
Is the proposal accurate & thorough? Did I Include Everything in the Proposal? 7 Day
Are you the Decision Maker? Checking in on Proposal Status 14 Days
Negotiate Pricing How Can I Help? 21 Days
I really want your business Not Trying to Bug You, But…. 28 Days
Has anything changed? Are you still considering (Product/Service)? 35 Days
Warning of possible price increase
Keeping Up with the Market 63 Days
We have alternative products you might like
Door #2
84 Days
Is there anything we can do to earn your business? Still Looking Into (Product/Service)? 182 Days
I’ve enjoyed working with you & please consider us
again in the future
Thanks for Your Time
270 Days270

12. Chat GPT
Commands:
• Write an email warning that the pricing is
going up and the existing quote will no
longer be valid
• Make the email friendlier
• Make the email shorter
• Make the email short, personal and friendly
friendly
Subject: Update on our pricing – Act Now!
Hi there!
We wanted to let you know that our pricing will be changing on June 1st, 2023. We understand that nobody
likes price increases, but we wanted to make sure you heard it from us first. However, your quote will be
honored through June 15, 2023.
We've tried our best to keep the increase to a minimum, and we hope that you will continue to enjoy our
products/services despite this change. We value your loyalty as a customer and we want to continue
providing you with the best possible experience.
If you have any questions or concerns, please don't hesitate to reach out to us. We're always here to help, and
we appreciate the opportunity to connect with you.
Thanks for choosing [Your Company Name], and we hope to hear from you soon!
Warm regards,
[Your Name] [Your Company Name]
Result

13. A Few Good Subject Lines
Be Personal:
• Start with “your” (your podcase, your guide, your retirement plan
• Include their name in the subject line
• Name Drop (via Sam Smith, via Boca Chamber)
• Communality (Location, Industry, Linked In Group, School)
• Expected Trait/Expected Trait/Unexpected (Webinar/Grow Sales/My Crazy
Crazy Mother-in-Law
Expose Problems:
• FIX: Time tracking, posture, lost leads
• CONQUER: Payouts, overages, SEO
• AVOID: Paying too much in taxes, materials waste
• ONE PROBLEM: Taxes? Arthritis? Time? Business Slowdown?
• Dealing with This? Know About This? Open to This? Seen This?
Facing This?

14. Final Subject Line:
• Have you given up on this project?
• Have you given up on doing business with me?

15. 3 - New Customer Welcome
This is where ChatGPT becomes your friend!
Message Subject Timing
Thank you for your business Thanks for choosing us! 1 Day
Hints & Tricks #1 There Might be Some Other Ways We Can Help 14 Day
Ask for Referral Your Referrals Are Greatly Appreciated 28 Days
Upgrade Service Level There Might Be Some Other Ways We Can Help 35 Days
Hints & Tricks #2 I am adding you to our Tips List 42 Days
Are you interested in any of these products? Post Card or Email 49 Days
Survey How did we do? 56 Days

16. 4 - Inactive Customer Campaign
Message Subject Timing
You’re a good customer; I value our relationship It’s Been a While 1 Day
We value Your Previous Business Act Fast for a Special Offer 40 Day
We haven’t heard from you in a while & wanted to check in We Miss You 80 Days
Survey for Interest – did we do something wrong? We’ll Do Whatever It Takes 120 Days
We miss you as a customer Limited Time Offer 160 Days
Verify contact information Are You Still the Right Person? 200 Days
Can I help you in any way Just Checking In 240 Days
A special thank you for past business Come Back and Save! 280 Days
Identify any issues they may be having How Can We Help? 320 Days
We appreciate your business Holiday Card or Email 360 Days

17. 5 - Ongoing Yearly Calendar
Message Subject Timing
Here’s How Our Product Can Help You Need Help With Your New Year’s Resolutions? January
Product Updates & Pricing We Have a Sweet Deal for You! February
Spring Cleaning or Maintenance Here’s a Few Tips to Keep Your Product in Great Working
Order
March
Educate, Don’t Sell Please Attend This Free Webinar April
We are the experts. Learn More From Our Blog May
We have a great product that will help you Top 5 Benefits of Our Products June
Our products will save time so that you can take vacation & relax Need a Vacation? We Can Help! July
Educate, Don’t Sell Back to School Webinar August
Connect via Social Networks We’d Love to Connect September
Product Updates & Pricing Let’s End the Year with a BANG October
Promotion/Black Friday Thank You! November
We Appreciate Your Business Thank you/Holiday December

18. eMarketing Benefits
(Besides being relatively cheap)
Keep Your Data
Up to Date
Stay in Front of Your
Customers

19. Thank You for Attending!
Info@TechBenders.com
E-Mail
E
561-470-5450 x1
Phone
P
www.TechBenders.com
Website
W
linkedin.com/in/karenfredricks/
LinkedIn
L

20. Questions?
Info@TechBenders.com
E-Mail
E
561-470-5450 x1
Phone
P
www.TechBenders.com
Website
W
linkedin.com/in/karenfredricks/
LinkedIn
L