DFY Mastery: Expert Strategies for Limitless Success In Business And Life

Today, we're going to learn about CRM setup, namely how to get your email automation tools in place so your outbound marketing strategy can be automated. We'll be talking about setting up marketing automation campaigns and the two levels that you and your team need to think about when setting up your CRM.

Inside that CRM, you'll have your contact records (customers, prospects, etc), your messages (drip campaigns), your messages, and task management.

When it comes to CRM Setup, there are two different schools of thought, mostly based on who's driving the need for the CRM.

The first is the macro level thought process.  Macro level CRM thinking tends to include a general explanation of how your buying sequence progresses.

Here's what I mean... When you walk into a grocery store, you usually walk in the front door, you go to the right, you go through produce, then you proceed through the outer wall of the store.  Next, you get into the aisles and then you end up at the cash registers.

That's a macro level view of grocery shopping.

Then you have your micro level automation.

Your micro level automation includes the things that happen in each of your email marketing campaigns. So somebody goes to your landing page, they fill in the opt-in form, they download your lead magnet.

Now what happens?

Like specifically... what happens?

What is the text of the email that they are getting sent?

What is the text of the text message that they are being sent?

Are they getting a phone call, and if they are getting a phone call, who is making it?

Are they getting a postcard if we have their physical mailing address?

How many emails are they getting before they either do something or not? And of each of those emails, what is the content of those emails?

That is the micro campaign level that you need to think about.

So we have a four-year-old, and he loves this show on YouTube called Mighty Machines. It's really a cool show. We've learned a lot about how tractors operate, how front loaders work, and all kinds of other crazy stuff.

One of the episodes was this semi truck assembly line. (If anybody is familiar with my story, I used to drive a semi truck 14 years ago, and then I went off to start digital marketing.)

In the assembly line, way off in some distant corner of the factory, they start by building the frame of the tractor-trailer. Then, the undercarriage starts taking shape when the airbags for the suspension are added, the transmission is bolted on, and the engine is added.  It goes from stage to stage to stage, until you have this freshly-painted, polished, beautiful truck rolling off of the assembly line, ready to go to market.

Now if that frame was to skip a bunch of steps and then go right over to the paint booth, there's nothing to paint because the cab isn't put on it.

Or if it was to skip the engine loading phase, there's no engine in the semi. It can't drive off the assembly line when it's done.

Your CRM setup can't skip stages either.  Your email marketing campaigns need to have a framework applied.

When a prospect comes to see you, they're all over the place. They bounce from one campaign to the next to the next, and if they drop off, your automation system moves them to some sort of a nurturing campaign.

Now we've worked with a lot of Done For You sales funnel clients over the years.  Oftentimes, when we're setting up marketing automation, we're setting up campaigns for them. What they give us is very different than what we actually need to get the job done.

Oftentimes, they explain their business processes - the buyer journey - and they say setup a CRM for us.  Now, that's usually fine because we write email copy and text messages and put all of those things in place. But with email automation tools, you need to have much more than a macro-level view of marketing to get it set up correctly.

Then you have the micro level view of email automation.  The micro level consists of these emails that go out, these text messages that go out, these tags that need to be applied, these forms that need to be filled out. That is the stuff that makes up the campaign.  That's what gets the job done in an email automation tool.

So if you have the macro level without the micro level it won't work because you have a lot of idea and strategy around the general framework without the individual components of the campaign...  The stuff that actually sells a prospect.

Without the individual components in your CRM setup (like emails, text messages, phone calls, tasks, etc), the whole thing falls apart and you aren't able to go to market with it.

That's really what I wanted to get at in terms of building marketing automation campaigns inside your CRM.  You need to understand that there is a high-level campaign that needs to be built out with the right framework. Then, you also need to know that it's going to take a bunch of time to write the emails and the text messages and all collateral to get your email automation tools firing the right way.

Oftentimes, somebody downloads a lead magnet, they might get three or four pieces of marketing before they engage. That marketing could be emails, texts, or phone calls. So moving through those campaigns, you have a lot of different collateral that needs to be written.

In talking through this macro and micro level campaign layout, imagine you have traffic.

Traffic comes in, and a new lead gets added to your email list. What do you want them to do?  Book a sales call?  Assign a rep to actually call them?  Go through a sales sequence?

On the micro level, they'll start being sent emails, texts, calls, and other email automation-type material.  Those all need to go out. Then the next campaign would fire if they're interested in what it is you have to offer.

When they get on a sales call and say yes, you send them a proposal.

Or if they're not interested, you still want to keep them engaged, so we add them to a nurture sequence. The nurture sequence would consist a selection of blog posts or emails to keep them engaged.

If they are interested, then of course they become a buyer. They pay you money, they become a customer, and they're added to a fulfillment sequence. After they're added to the fulfillment sequence, they get a welcome call, log into their member's area, or have their materials mailed.

Each of these macro-level campaign elements, need to be backed up by the actual creative that fires with the micro level campaign content.

Follow-ups should to be broken down into days, because not everybody checks their email every single day.  You should think about your campaign in terms of what someone will receive from you on each day AFTER they become a lead.

For example:

• Day one, you're sending an email, text and a call.  (3 pieces of collateral that need material for).

If there isn't a response, you put them in the nurture sequence.

You'll be sending a LOT of campaign material from your email automation tools.  You don't want them to forget about you or what it is you're doing. All of that campaign material is really focused on getting somebody to schedule a call. Then, after they schedule the call, you need to be reminded about the call... After the reminders, we break the campaign in the CRM down into a logic switch...  Did they attend the call or didn't they attend the call?  Are they are they interested in what you're selling or are they not interested?

What ends up happening is to get all this done, you need a lot of content...  Specifically, a lot of email to get your CRM setup. Plus you need the sales material, lead magnets, marketing, and all the marketing pages.

There's so much that goes into this marketing automation sales funnel, and we are happy to help work with you through it, starting with an action plan call.

Click here to sign up for an action plan call with us. We will get on, talk about your business, figure out where you're looking to go and what it is you want to build, and we will put together an action plan for that,

The post CRM Setup: Email Automation Tools And Startup Tips appeared first on Done For You.

Today, we're going to talk about marketing goals as they relate to marketing automation and smart marketing in your business.  Set up correctly, when a goal fires inside your Axis CRM, it'll end the subscriber's current campaign and kick off the next - advancing them through the buying process.

There are basically three pieces to a marketing automation campaign.

• The first is a trigger, or what happens in order to add them into a campaign?

Goals are really pretty interesting. Goals signal the CRM to stop messaging because your prospect did what you wanted them to do.  That's what goal marketing is all about.

Let's say a smart marketing campaign has three texts and seven emails to go out all as part of the drip campaign automation.  Then, when somebody takes your desired action, the thing you want them to do, you don't want them to continue receiving those text messages and emails. That would drive them nuts, right?

So, what you do is you set up a goal.

We use marketing goals all the time in our CRM.  Let's say you're doing webinar marketing by running a webinar promo sequence (ie. we're promoting a webinar, sending them to a webinar registration page!).  Then, we have a goal at the end when someone signs up for the webinar.

Obviously those emails are trying to get them to do something - we're trying to get them to sign up for a webinar. As soon as that sign up happens, then we move them into a webinar replay sequence. Whether they sign up on day one or day four, the goal in the CRM fires, and they immediately move into the replay sequence.

... Then, they continue getting the five or six emails in the replay sequence. If they purchase, the next goal fires, and they move into the buyer's sequence.

That's why in smart marketing, goals are so important.  Email marketing automation doesn't work without them.  As a smart marketer, you always want your customer, your prospect, to be doing the next thing in your business.

You want them becoming a better customer and to advance along in your buying cycle.

Now, that goal is pretty easy. If they sign up for webinar replay, if they buy a product, they're added to a new list. That's when the goal fires.

Now, one that's not quite so easy is shopping cart abandonment.

With the shopping cart abandonment campaign, what you're doing is you're saying, "If somebody hits this page and they doesn't buy, send them an email 30 minutes later."

That's a little bit more tricky.

Then, when they purchase, then it takes them off of that shopping cart abandonment list. The same is true with a webpage visit. If somebody visits this webpage, then the goal happens.

For instance, let's say you're doing an evergreen multi-video launch sequence, like a Jeff Walker product-style launch promotion.  What happens there is you have:

• Three emails promoting video one

You have a series of emails that promote each piece.

Now, if you're accelerating that...  You want to send out all the videos as part of a marketing automation campaign or compress the promotions to 4 or 5 days...

By activating CRM goals, you can accelerate that multi-video launch process.  There's two ways you can actually fire the goal.

• Scenario One - if somebody hits the video page, then goal is satisfied. You've got that person to the page, and then they can bounce to the next sequence down.  The problem there is you don't know if they watched the video.

What you don't want is to send somebody three emails when they already watched the video!

Ideally, you want to move them to the next campaign as soon as they click over to the page.

Another goal you can activate in your smart marketing campaigns is a calendar appointment.

If a calendar appointment is set by contact record, then this goal happens, moving them to the next campaign. Really in thinking about triggers, campaigns and goals, you're able to set up some pretty dynamic marketing automation by just imagining what's possible.  Is it a page visit? Is it for a goal or a trigger? Is it something they did? Is it something they bought? Is it something they signed up for?

If you'd like to talk about marketing campaigns or our Axis CRM, set up an action plan call with us here.

We'll talk about your business, your marketing, and put an action plan together for you!

The post Marketing Goals: How To Automate Smart Marketing In Your Business appeared first on Done For You.

Today, we're going to talk about trigger marketing... Namely, how to drip email campaigns out based on what prospects and visitors do!

With marketing automation, there are lots of different things that you can do in terms of outbound marketing. You can send emails, text messages, fire out outbound calls... You can even send postcards and letters depending on the platform.

At the root of marketing automation, though, are three things that you need to be familiar with:

• Triggers

Look at any campaign builder, MarTech or AdTech tool, and you find that they're all based around those three fundamental components.

We'll be doing individual videos on each component.  Today we're going to talk about triggers and how they are used in trigger marketing and email automation as a whole.

A trigger, sometimes named a rule, is any action that causes another action to happen.

Think of an if-then statement. If someone does this, then that happens.

There's a really, really popular app called IFTTT. It stands for If This Then That.  If you take a photo, then it'll automatically upload it to Facebook for you.  If a sale comes in, then it'll send a notification to your email address or send you a push notification.  It'll add a string of text to a Google Drive doc...  It's infinitely configurable and it brings two pieces of software together.

In trigger-based marketing, when the "IF" statement is fired, there's a "THEN."

Marketing automation triggers can take on a few different forms.  One of the most common is when someone fills out a form on a landing page (for, let's say, a lead magnet).  When someone opts in, it then triggers them to be added to a campaign.

Another type of trigger is a tag.  When a tag is applied to a customer record, it triggers the campaign.

A third form of trigger in marketing: if a person visits a website.  That page visit can actually be a trigger that'll send a drip email campaign.

One of my absolute favorite things to do with marketing automation is firing a trigger based on a page view.

Inside Axis, we have an advanced analytics tool that tracks page views.  When a page is visited AND we have the email record on file, then we add them into the promo campaign.

I've been doing this for a really long time in our software sales pages and for clients.

So, what happens is, the prospect is clicking around...  Maybe they go over to the sales page to watch the sales video...  Then a day later they get Email #1 of the Product Promo Sequence.  Two days later they get Email #2.  Three days later, they get Email #3.

We set this whole trigger marketing / drip email automatoin up with little blocks of five and six emails for all of the major sales pages...

If they added that product to a cart, but didn't buy it within 30 minutes, we would send them a shopping cart abandonment email. And then a day later, another shopping cart abandonment email.

One of the most effective things to do is think about what actions my prospect will take, and what needs to happen because of those actions.

In terms of trigger marketing, page views, opt-ins, and tags are great ways to kick off an email automation campaign.

If you want to talk a little bit more about how trigger marketing and drip email campaigns can be used in your business, make sure to book an action plan call here.  It's free, we'll dig into your business and what you need to do to optimize your sales and marketing campaigns, and give you an action plan to get it done.

The post Trigger Marketing: Drip Email Based On What Prospects Do appeared first on Done For You.

At the end of the day, whether you're selling coaching, consulting, real estate and properties, or investment opportunities; you really are in the lead generation business.

Being able to reach out to those leads when you want to market your product or market your services is really the biggest key to success.

To do that, you need CRM software.  More specifically, you need a CRM Stack that'll handle your email automation.  You need something that has email marketing automation built in that warms up and nurtures your list while you're concentrating on growing your business.

CRM software really should be simple enough that you don't need a team to do what you need to do.

Picking the right one is totally about what you need it to do. The marketing that you need to pull off in your business is what that software should be capable of.

The way I see it is there's really three classes of CRM software

Class 1 CRM software is very easy to use. Email is a primary the message medium, meaning it's really great at email and sucks at everything else or it can't do anything else. These email marketing software platforms usually have some good campaign builders. The problem is they don't have rules, so you don't necessarily have any way to trigger automation for the most part. There's no phone, no text, no print, and no marketplace, so you can't add functionality very easily.

AWeber, ConvertKit, Drip, ActiveCampaign would all be considered Class 1 CRM software tools.

Then you have Class 2 CRM software apps, which use rules as triggers. There's task management oftentimes. There also usually a marketplace with some integrations. Most of those integrations are third-party middleware though, and you have many message mediums...  You can send text,  send emails, send direct mail pieces, and even call from within the customer record.

Class 2 CRM software tools are usually much more difficult to set up and understand. You actually need the onboarding. You need a team to be able to support you in that. (In fact, we do a lot of CRM setups in our sales funnel builds!) There is also very little by way of sales pipeline, and they're difficult for phone sales. If you're selling something that is more complicated, then you're not able to get what you need out of the Class 2 CRM software.  Infusionsoft and Ontraport are two examples of those kinds of apps.

Then you have you Class 3 CRM software tools, which can do everything. They have great sales pipelines, very visual sales workflow, and very extensive APIs and functionality, meaning you can tie anything in the world into it... But they're expensive, they've got a super high learning curve, and they need implementation. Salesforce and HubSpot would be two examples there.

But the biggest problem with each of these tools is that they focus on and are built around the functionality.  And oftentimes, what you do in your sales funnel remains outside of them.

When you look your business, fundamentally, you're selling to one person - your customer...  An end user.  The entire goal of an email marketing automation platform is to move that lead, that prospect, towards being a customer. Once they're a customer, the email marketing automation should support you by increasing the value of that customer over the lifetime they're with you.  It should be able to extend the journey with that person so that they can continue to buy your stuff, consume your services, pay your subscriptions, and generate referrals.

Whatever your business model is - It's moving a lead to a customer and then a customer into the future.

In looking at the CRM software that's out there, the biggest challenge hits when your business grows... You need to move from one CRM tool through the next, through the next.

As we got to building Axis though, it was so cool because when you take the customer-centric philosophy of what CRM software should look like...  Then you start to realize how a CRM can be extensible and grow with a business through a marketplace, so you never have to migrate, it gets exciting!

If you look at a garage/basement startup business to a 5, 10, 15, 20 million dollar company, you're at least looking at three migrations before you can effectively service your customer base!  It shouldn't be that way!

What we did in Axis was build around the customer record.  Sure, you can start with just a CRM, just email, and just campaigns.

You still get that great contact record that's extensive and customizable...  You can do everything you need to for your customers by way of email marketing automation.  And this is what your marketing automation agency should be setting up for you.... Then when you're ready to grow, when you're ready to add functionality, you just drop in new apps!  All of a sudden, your CRM software is ready to take you to the next level...  You have a page builder for your sales funnel.  You have email copy.  You have advanced analytics with AI built in it. You have bots. You have all kinds of other additional stuff that ready and waiting for you to add. You don't migrate. You just add the tools, add the software, add the technology.

Then when you do go from the Class 2 CRM software to Class 3, and you pick up a phone sales team who needs comprehensive sales pipelines and workflows...  Just drop in the new apps and all of a sudden, you can move over.

That is why we built Axis the way we did. That is why we built the functionality. That is why we took so long in building our own platform so that it can grow your business so that it can be extensible, and so that it can be easy to use. You don't need some expert certified consultant in order to run it.

In putting together a CRM that works with smaller businesses and also works with larger businesses, we needed complete contact records.

There's a human being on the other side of every email and every text message you sent. There's a human being who is pulling out their wallet to give you money. Our view of a CRM is that it needs to be built around a customer. It needs to be built around that lead, that person. It needs to be scalable so that whether it's one lead or 10,000 leads or 100,000 leads, you're still focusing on that one person 100,000 times. That's really the fundamental piece.

When we started building Axis, we said, "This is what we need to do. We need to build it around the customer."

We need easy-to-use automation. We need something that is extensible through a marketplace so you could functionality to it by just clicking a button as opposed to needing to upend your entire world and then learn another platform.  We needed something that was easy to use that could grow with your business. We had to be able to bolt on whatever functionality that you needed without any middleware.

With that, I'd love to do a one-on-one demo with you and your team.

We'll jump on the phone, work through what your exact business model is, get your account set up so you can get to work.

The post CRM Software: How To Deploy Customer-Centric Email Marketing Automation appeared first on Done For You.

What we're going to do is we are going to talk about marketing automation and what you need to run in your CRM stack, or your email automation stack, so that you can effectively deploy email marketing automation in your business. We're also going to talk about the best niches for marketing automation and CRM marketing.

Typically, when somebody first learns about you, it's through some traffic source. The traffic source, it might be Google. It might be a paid ad. It might be a Facebook page post. It might be Instagram, whatever. Wherever your traffic comes from they:

• Learn about you

Once that happens, then you can't just let your lead hang out and do nothing. Something needs to happen for them that moves them closer to your business... Closer to buying from you.

So many of our clients are like "Yep, we know we have a big list but we just don't email them. We don't send them stuff. We don't even send them blog posts or nurture the relationship."

At the end of the day, what you will find is the relationship with your customer, your prospect, that one person, is really hat CRM marketing is all about. It's how can you help that person understand your business better so they can make a better buying decision.

That is done through messages. It's done by emailing folks, segmenting lists with tags, putting them into marketing campaigns, and ultimately helping them understand what it is you do.

You have your trigger.

So, the trigger is how did that person find you. Did they fill out a form? Did they hit a webpage?

Then you have your campaign. So, your campaign is made up of emails, texts, calls, print post cards. All of that outbound stuff is really the material that is in the campaign.

Really, to get a customer, prospects go through the exact same process every time.

Campaigns automate repetitive tasks so you don't have to do them manually and they make your marketing a predictable process.

Oftentimes when we're working with clients, they're like, "Okay, we're launching. When is our first customer going to come?"

I'm like well, that's a great question. It's kind of a trick question, but it's a great question.

The reason is is because in order to get a customer, first somebody needs to opt-in to your website and then they need to get some emails about the thing they just opted-in for because nobody ever opts-in to a form that just isn't going to give them something. So, whether it's a spreadsheet or a lead magnet or a webinar or a video or a course or whatever, free training, they're always going to be opting in for something.

So, your first responsibility is to get them that something. Then you can put them in a nurture sequence.

The nurture sequence is like here's what we do, here's some links to our blog. Here's a little bit about the founders. Here's links to the social media profiles, whatever.

Whatever's going to help bond them to you.

Whenever I think of customer acquisition, I have this picture of a mountain.

So, the mountain is off in the distance. It's snow-capped. There's thunder clouds over top of it. When a customer signs up with you, they are either moving closer to the mountain or they are moving farther away. Everything you need... All the messages, all the campaigns... Everything you do needs to move them closer to scaling that mountain because the closer they move to scaling the mountain, the more likely it is that your going to get a buyer, you're going to get a customer. If they turn around and start walking the other way, then of course they're never going to buy from you.

So, in order to cultivate that and nurture that, then we send them four or five emails designed to get them to get to know you better. Then maybe we do a product promo. We introduce them to a physical product you have or a digital product or a lot of marketers like to put $7 trip wires here or whatever. Whatever it is you have in your portfolio or your repertoire, that's what you would promote.

Then it's not just enough to send the product emails. Then that person needs to click through the email, visit your sales page. Then they need to go to the order form, pull out their credit card and buy, which puts them in a product purchase sequence and they get added into a buyer fulfillment sequence.

So, getting buyers, getting customers, is a lot ... there's more moving parts than just asking the question when am I going to get buyers because each one of these things represents not a hurdle, but a doorway they need to step through to move on to the next piece.

So, the first thing you have is your contact records. Your contact record is where the customer lives, digitally at least, where all their data lives. You need their general information. Of course, you need their first name, last name. You need their email, their phone number, but then ideally, you also need some detailed information like things you would ask on a survey.

We have a lot of real estate clients so some of their detailed info might be how many beds, how many baths, when was the roof remodeled, when was the roof replaced, when was the furnace replaced, stuff like that. All of that should live in the customer record associated with that customer so that later, when a sales rep goes or when this person calls in or whatever, they can just pull up one contact record and have access to everything. It's not strewn about in three or four or five different places amongst spreadsheets and amongst stuff that is hanging out on somebody's computer.

You'll also want to see the history. The history is really important, especially when it comes to paid traffic. You want to see what tags this person has, like where they've been previously in your marketing system. What reports did they download? What campaigns? What sequences have they gone through? What pages did they visit?

I had a meeting the other day with a with a bank and I was like if you have one visitor who goes to four pages on your website about commercial lending and you have their phone number, you should really be able to get a notification says "Hey, call this person. They're interested in commercial lending."

The better you can understand your contact, your customer, then the better you're able to sell to that person. Then of course, any tasks associated with that person, any purchases that they would have made and their overall lifetime value. So, all good metrics. Their lifetime value is nice because you can sort based on it. So, you can send things to your best buyers.

The email automation of CRM marketing piece is paramount. The ability to send emails out to buyers or send emails out to prospects, email is one of the best communication tools. From an ROI standpoint, email still works better than most everything else, but you NEED a simple campaign builder to make it work. This is the biggest issue.

There's lots of different ways of building campaigns but if it takes longer to set up a campaign than a couple hours or even 10 minutes, then it ends up being too cumbersome, too complicated, and nobody does it.

You need a clean email creator.

You need the ability to schedule things. So, if somebody opts-in for a report, they get the first email. Then a day later, they get email two. Then a day later, they get email three. So, it's being able to delay and delay campaign messages is important.

Then custom fields, this kind of mimics the CRM marketing or the contact record piece. You need the ability to use the custom fields in your marketing. So, if you're asking somebody how many beds and baths, then you need to be able to use that. And then template is another big one.

One of the big problems with a lot of the software tools that we've used is the form builder sucks. If the form builder sucks, then it means that you're not able to request and ask for the information that you need. So, what we did was we actually built ... You can drag unlimited fields into a form very much like a Wufoo or a SurveyMonkey or whatever. All contact record fields and user-defined fields are available to be dragged in. There's no weird contact mapping. You don't need to map a form through an API or like adapt your API back to your amrketing CRM and it saves all the data to the contact record. Then you can easily build extremely custom forms.

So, we have a business funding client that we're actually ... We just rolled him out and we're building a full survey inside Axis and it's no additional software. All that information saves directly to the customer record. So, you're able to combine a couple different pieces of software nicely.

Then you need clean landing pages, clean sales pages that actually convert. So, one of the things that we implemented inside Axis is a landing page builder that actually converts better than pretty much anything else we've ever seen. Most of it is because we test the pages ruthlessly for our clients and for own stuff. Landing pages, sales pages, confirmation pages, video pages, scheduling pages, and automated webinar pages.

In doing a lot of automated webinars, we've found that the actual webinar tool, the automated webinar functionality, is cumbersome. It's hard to set up and really, you don't need that tool. You can just have a collection of four pages and a countdown that actually moves people one to the next and that's something that maps to your domain.

One of the biggest drawbacks in terms of time in CRMs is the ability to write email copy, but we did and some of the inspiration behind putting it into a CRM itself is because if we're writing the copy, we might as well be sending it for clients as well.

There are 25 internal email sequences, a total of 83 emails to promote physical products, digital products, webinars, webinar replays, consultative sale sessions, all that kind of stuff. Then there's over 700 emails pre-written for affiliate sequences. So, there's 20 different niches for affiliates that ... All of that, you ... It's already pre-written. You go through, fill out a little form. It drops it into the email and then you can schedule and automatic from there. So, it's fill in the blank forms, email sequences done in minutes. I'll show you this in a little bit.

So, we've done a lot of work in the service agency like marketing consulting, all of that.

The biggest thing with the service agency is somebody's coming to you to solve a problem. So, that problem, if you can deliver the content and bond and nurture, then that problem ... The better they like you, the more readily they will call and ask for services. Banking works really well. Manufacturing ... Even though from a email marketing automation piece ... Lead acquisition isn't great in manufacturing. We have a couple local manufacturing clients and it's difficult to get a high-end enterprise multi-million dollar company to fill out an email form on a website. They will do it but oftentimes, they just call somebody. They call the sales rep or they call somebody at the company and say, "Hey, do you make stainless steel widgets?" And the company says yes and say, "Okay, here's a quote.

What we have found from an email automation standpoint is it's much more intuitive to start using CRM marketing automation in the bidding process or the bidding or the proposal process. So, being able to send a document out in an email and then automatically reply saying is the price too high, is it too low, that kind of thing. So, it's all stuff we're working on from a manufacturing standpoint. Legal's another one. Legal and law, another great place for email automation. We have a lot of real estate clients who use marketing automation, both for sellers and buyers. For people who are selling their property, whether it's a distressed homeowner or it was something that was willed to them or whatever. So, in different geographic areas around the country. And then also buyers are investors. So, people who ... they have the capital and they want to invest it in real estate but they don't necessarily have ... they're not sourcing properties themselves. So, two different sides of the same coin, but automation works really well.

Small and medium business always need solutions for marketing. E-commerce is another one. So, if you have a Shopify store set up, Shopify itself has pretty weak email marketing. They have some shopping cart abandonment and stuff in there, which is kind of cool, but it's difficult to do too much from an email prospecting side with physical products with the exception of discount codes and a lot of the physical product companies who are more content-heavy. They put out a lot of videos whether it's Instagram or Facebook and it's a little bit easier to drive prospect email list and then convert them into buyers. Insurance is another one, business services. Kind of goes with the service agency. Online education and traditional education also work great for email automation and crm marketing.

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For instance, if your landing page is converting above a certain percentage - Statly will let you know so you can send more traffic.

... If your lander is converting less than a certain percentage, it'll let you know so you can split test it!

The same holds true for sales conversions. If your sales page is converting higher or lower than expected, it'll let you know.

We've got a whole host of these Analytics AI triggers that are being rolled out incrementally inside the software. The best part is, you don't need to do anything to activate them.

Simply sign up for an account, install the code into your web pages, and Statly will start crunching the data for you!

Now, Statly is free to set up and you get access to every single website traffic tool inside.  All you have to do is activate your account or install the WordPress plugin to get set up.

Click here to activate your Statly account today!

The post Get Alerts Whenever Conversions Change On Your Website appeared first on Done For You.

What it does is track EVERY exact path that someone takes through your website, all the way up to the conversion goal.

That might sound a little tricky - but hear me out...  Once you set up a conversion goal, say a report download or a purchase confirmation, Statly goes to work figuring out how people are achieving that conversion!  That includes what they're doing, what they're clicking, where they're coming from and which pages they spend their time.

Then, automatically, it'll plot out this sunburst graph so you can see how each of the pages are converting, all stacked on top of each other!

Check this out:

So, what this does is plot out every page that someone visited before converting, assigning a weight to how many people went through that path.

Then, it calculates the conversion of each of those pages on the fly so you can simply mouse around and see if there's something in there that you want to drive traffic to!  In the example below, we see that page is converting at 47% which is incredible as it's not something we're currently driving traffic to.

If you continue going through the graph, you'll see blog posts, landing pages, even secondary pages all showing with conversion numbers as they relate to the goal you're looking for.

The other thing that this data feeds into is the "Analytics AI Alert Notifications."  When Statly sees something going on out of the ordinary, it'll send you an alert letting you know what's going on...  Things like a better than expected conversion, lower than expected conversion, a spike in traffic...

All of that data can be found in the main Statly Dashboard:

And your notification preferences can be adjusted under settings!

Now, Statly is free to set up and you get access to every single website traffic tool inside.  All you have to do is activate your account or install the WordPress plugin to get set up.

Click here to activate your Statly account today!

The post How To Pinpoint The Exact Path Buyers Took Through Your Sales Funnel appeared first on Done For You.

In fact, we think understanding website analytics is something that should be done for you - not something you have to struggle with and work to understand.

That's where Statly's AI-engine comes into the mix... Sending you notifications when it finds an opportunity or a bottleneck on your site - based on live conversion data!  There are lots of things Statly looks for to...

• Increased website traffic from a source

At the end of the day, your website should be working for you...  Not the other way around!

Click here to activate your Statly account today!

The post Discover Opportunities On Your Website With Statly’s AI-Engine appeared first on Done For You.

It's important to know who's on your website, what they're doing, and what you can do to influence purchases... That's why we built Live Tracking into Statly so you can see exactly what's going on inside your pages!

And since all of that activity, all that data, is saved for analysis, you can go through and figure out how your sales funnels are working from beginning to end!

Click here to activate your Statly account today!

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