Digital Marketing Strategy: How Casey Graham Reached 5,000 customers and $2 Million in Sales in Just 3 Years

3 years ago, Casey Graham was at rock bottom. He was $80,000 in debt, he’d just missed out on a major family event (because he was on the road making sales calls), and things at home weren’t exactly firing on all cylinders.

For many early-stage entrepreneurs, this is an all too familiar story.

Fast forward 3 years, and Casey’s company has become extremely successful, all thanks to a major realization he made on a trip home from overseas (when we was missing out on that important family event).

While on the plane, Casey realize that the way he was delivering his product was wrong, he sales strategy was wrong, and if he was going to ever realize his dreams of owning a successful business, he was doing to need to do a number of things differently.

In this episode of the Bright Ideas podcast, I’m joined by Casey Graham, founder of The Rocket Company, and also the winner of Infusionsoft’s 2013 Ultimate Marketer award. Having made some pretty big changes to his business 3 years ago, Casey now generates over $2 million a year (with very high profit margins), is completely debt free, and is having more fun than ever!

When you listen to this interview, here are some of the things that you are going to hear Casey and I talk about:

  • How entering his company in the Infusionsoft Ultimate Marketing Finals really helped his team to get ultra focused
  • (10:52) The story of how Casey fired himself from his last job to start his own business (and how awful it turned out)
  • (19:12) How his very first email broadcast from Infusionsoft earned him a few thousand dollars (something that he’d NEVER done before)
  • (20:12) Casey’s traffic generation strategy, and specifically, how Twitter played a pivotal role in growing his list from 832 to over 47,000 in just 3 years
  • (25:12) How Casey sets up automated nurturing campaigns in Infusionsoft
  • (28:16) How Casey warms up his new leads in a very special warm up sequence, which is then followed by a webinar sequence that results in the vast majority of their product sales
  • (32:42) How webinars play a crucial role in Casey’s sales funnel and how he structures them to produce maximum conversions
  • (34:00) How he presents an offer in his webinar so that more sales result
  • (37:30) How Casey generates substantial additional revenue via up-sells and cross-sells
  • (38:30) The 3 types of up-sells that Casey uses and how to replicate what he’s doing in your own business
  • (47:12) How Casey is building “relationship capital” with his customers with specific examples
  • (52:00) How the success of all of this has massively changed Casey’s life
  • (55:10) What he is most excited about for 2013, his favorite business book, and how to reach him
..And so much more!

Links

More About This Episode

The Bright Ideas podcast is the podcast for business owners and marketers who want to discover how to use online marketing and sales automation tactics to massively grow their business.

It’s designed to help marketing agencies and small business owners discover which online marketing strategies are working most effectively today – all from the mouths of expert entrepreneurs who are already making it big.

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Transcript

Trent: Hey there bright idea hunters. Welcome to the Bright Ideas

Podcast. I’m your host, Trent Dyrsmid and this is the podcast

for marketing agencies and entrepreneurs who want to discover

how to use content marketing and marketing automation to

massively boost their business.On the show today is Casey Graham, founder of The Rocket Company. I

first learned of Casey when I was at Infusionsoft’s annual

conference. His company one the annual 2013 Infusionsoft

Ultimate Marketer of the Year award. To do that, he had to beat

out some pretty impressive competition. You’re in for a real

treat with this interview.In the interview, we’re going to talk about how Casey, a couple years

ago, was essentially broke, driving around in a little red

pickup truck, and really trying to make his business a success.

Fast forward three years later – He’s got a mailing list of

47,000 people, he’s doing over $2 million a year, he and his

family are completely debt free, he’s got a wonderful team of

people helping the company continue to grow. He’s actually now

removing himself from all operational roles so he can focus more

on strategy. Like I said, this is going to be a very fantastic

interview.Before we get to that, a couple of special announcements – My tool

tip of the week is a brand new tool called PlusThis. You can

get there, if you’d like to use our affiliate link, by going to

brightideas.co/plusthis. PlusThis is essentially a library of

add on tools for Infusionsoft users. One of the tools there,

for example, is the integration with GoToMeeting. One of the

things, if you’re doing webinars with GoToMeeting, wouldn’t it

be valuable for you to know who attended and who didn’t attend?

You can get that information from GoToMeeting, but you have to

manually export it from GoToMeeting and then import it to

Infusionsoft, and that creates duplicates, labor, and

inefficiencies. That is one of the many things PlusThis can

help you automate.The other announcement I wanted to make is that our next webinar on

life cycle marketing – If you haven’t yet seen one of these

webinars, they’re a huge hit because it really goes into detail.

I show what I do, and what guests on my show have done to

increase the pace at which they are attracting new customers,

which obviously makes our companies more profitable, which

allows us to invest in further growth. If you want to get

registered for one of those, just go to brightideas.co, join up

on the mailing list, and you’ll receive a notification of the

next time I’ve got that webinar running.Please join me in welcoming Casey to the show.Hey Casey, welcome to the show.Casey: Thanks for having me on, I appreciate it.Trent: No problem at all. First off, congratulations on your

recognition as one of the Ultimate Marketer finalists this year

for Infusionsoft, that’s quite an accomplishment to say the

least.Casey: Thank you. I’d never heard about it until a year ago, and then

we went to InfusionCon a year ago, and we saw them on stage and

decided to apply for it this year. Somehow we were able to make

it through the rigorous interview process and the cuts and all

that and be a part of all that. It was awesome. We learned a

bunch from the other guys that were finalists as well, and are

actually continuing to learn from them. I would highly

recommend being a part of the Infusionsoft Ultimate Marketer

process, just from the relationships that you build.Trent: Yeah, no kidding. Both Dustin and Andy have been on the show

as well.Casey: That’s awesome, you’re getting it done.Trent: I try to make it my effort to get all of the Ultimate Marketers

on the show now. I think you’re being a little too humble here,

you didn’t just make the grade, if I remember correctly, you

won.Casey: Our team won. Me and Michael, and The Rocket Company won the

award. It was awesome to win, and to be a part of that. I

don’t know we won, the other guys were so awesome. Dustin and

the other guys, BlueChip, they were doing so much. It was cool.

Like I said, the process – I don’t know if everybody who

listens to this in an Infusionsoft user or not, but people that

Infusionsoft should be a part of the Ultimate Marketer process,

because it helps you think through your processes, since you

have to present them to people. What it did internally for us

was great. The award was awesome, but what it did internally

was solidify a lot things that needed solidifying. I really

appreciate you giving us a shout out for that.Trent: For the folks who don’t know who you are, and I normally start

my interviews with this, but I kind of skipped it, a little bit

on purpose because I wanted to send you that congratulations.

People don’t necessarily know who you are or what The Rocket

Company is. I want you to introduce yourself in just a moment.

For the folks that are listening, the big why on why you want to

listen to interview, and I think Casey is probably going to get

into it, is he was driving around in his little red truck trying

to find customers, and was not having a real good time at it,

and I’m going to let him tell that story, and then here he is,

some amount of time later, I don’t remember if it’s a year or

two later, he’s the Infusionsoft Ultimate Marketer of the Year,

and his business has absolutely blown up, in a good way, as a

result of that. We want to get all of those things out in this

interview, and I think we’re going to do a real good job with

that.

With that said, Casey, thanks for being on the show. Please take a

moment and tell us just a little bit about what your company is

and does, and who you are.

Casey: The Rocket Company is an online learning for pastors and church

leaders. Church leaders get caught a bunch of things in college

or seminary – It’s kind of like us, even as entrepreneurs, you

can go to business school, but then there’s all of this stuff.

People that are actually listening to podcasts now, they’re

going, “That’s great, I learned that in business school, but

what is it really?”

That’s what The Rocket Company for churches, go, “That’s great, you

learned all that stuff, and you learned some theology, you

learned something in school. There is real stuff you have to do

as a pastor, like preach better sermons, and raise money, and

deal with volunteers. The Rocket Company provides online

training, learning and coaching for pastors in that way. It’s a

totally online model, except for some live events that we do.

It’s all digital, it’s all online, and it reaches all across the

world now. We have about 5,000 customers that are connected to

The Rocket Company, and that’s the niche which Rocket Company

serves.

Very simply, why we do it is that we believe in the church and we are

trying to help the church be successful. We’re tired of pastors

preaching boring sermons, we’re tired of cheesy TV pastors

trying to raise money on TV and doing it the wrong way and

turning people off, and we’re tired of volunteers burning out in

churches because there aren’t enough. We’re creating solutions

and coaching in those areas, that’s what we currently do.

Trent: If I was to really shorten that into a super simple

explanation, you help churches become more effective at the

business side of being a church.

Casey: Yes, and no. Yes, I think that’s right in a lot of ways, but

there’s a heavy relational slant on it. It’s not just business

as usual, we help them develop the interpersonal skills to be

able to pull off raising money, volunteering, preaching, and all

that stuff. Yes, you’re right. It’s where the rubber meets the

road. Simply, when people ask us what we do – We help the

church succeed. That’s what we do, and we feel like these are

the areas that make the most impact right now.

Trent: The reason I said that is that I think that probably few, if

any of the listeners right now, are involved in the church

business. I don’t want them to click the stop button, thinking,

“Oh, this is for churches, it wouldn’t be for me,” because that

couldn’t be further from the truth as they’ll learn, as they

keep on listening to this.

Casey: Well, we’re a business that serves churches, so you should

listen because we’re [inaudible 08:55]. 86% of churches are

broke or behind budget this year. The clientele we’re serving

do not have a lot of money, and the other reason, the clientele

we’re serving don’t get a financial benefit from using our

services. If they’re giving [inaudible 09:14] to the church,

they don’t get a percentage of it, they’re not a salesperson,

their salary stays the same.

It’s all on goodwill, so it’s much harder to sell to somebody. If

somebody is buying a product and you’re increasing their income

or business revenue, they’ll keep buying from you because they

get a personal benefit. For us, it’s the complete opposite.

We’ve still been able to find success even with having niche and

as 86% of them are broke or behind budget.

Trent: How much success are you guys having? How much revenue are you

guys doing a year?

Casey: We are over two million last year, for 2012. In 2013, we’re

projected to be 2.4, 2.5.

Trent: That’s a pretty nice growth rate.

Casey: Actually, this year will probably be the slowest one on

purpose. We grew about 832% over the last three years. We went

from about $212,000 in revenue to over two million in three

years. We need to catch our breath, hire the right people, get

the right people, get the systems in place, that kind of thing,

because we just grew [inaudible 10:18] and we’re trying to

organize now.

Trent: I’m so glad you mentioned that, because that’s the story I

really wanted to dig into. Let’s go back to the red truck,

let’s go back to pre-Infusionsoft. Tell us a little about what

your life and your business was like, and how you got into this,

because you had a real struggle. I want people to understand

that anybody can go from a real struggle to where you’re at now.

Casey: Here’s the deal – I was on staff at a church. At 27 years old,

I fired myself from being the CFO of a church, and I hired

myself as the CEO of a startup company, that I was going to go

out and help churches. I had no plan, no strategy, I’d never

started a business before. Here’s what I had – A wife that

wanted to stay home with a one year old baby, that is the

hardest work you can do, but unfortunately, she doesn’t get a

paycheck for staying home. That was that, and then we have

$36,000 saved up in the bank. I said, “We’re going to go after

this, I’ve got $36,000, and I think churches need to have money

for ministry. They need to learn how to raise money better.

I’m going to go out and do it.”

We started, and we did the good old fashioned Casey driving around,

in my 1998 Red Ranger Ford pickup truck that I got as a junior

in high school, and literally going into churches and walking up

to secretaries or assistants, and say, “Hey, I want to talk to

your pastor about our services.” Just doing the old fashioned

cold calling.

Also, cold calling anybody. In fact, I would drive by churches and

see the phone number on the side, and call it. It was cold

calling, driving around doing that. I did that for about two

years, and the strategy was so amazing that second year in,

here’s what the results were – I missed dad’s night at my

daughter’s school. People listening to this may or may not have

kids, or are maybe single or whatever, but the point is this.

I started a business, not only to help people but to create autonomy

where I could be at dad’s nights, and I was missing them. I was

missing family dinners, I was traveling around the southeast to

try to get deals. We ended up being $80,000 in debt in the

business. I had a business partnership I got into. I ended up

the worst, the bottom of the barrel when it comes business is, I

had to lay off three people at one time – Not because of

anything that they did, but I just thought business was all

about sales and growth, and I wasn’t managing the back end of

the business, and it just got away from me honestly. I had to

tell the ladies – I set them down and said, “Hey, in two weeks

we’re not going to have enough money to pay you, so I’m going to

have to let you go.”

Being at the rock bottom, at that point, I literally went around the

world. I went to the Philippines. Only a dumb entrepreneur

would do this, and I said I was going to go to the Philippines

to outsource, we did some outsourcing for churches, and decided

to outsource the outsourcing to try to save money. While I was

there, literally, I can’t get all the story, but a guy climbed

through my window, it was a totally random act of violence, he

came in literally with a knife, bloody, trying to kill me,

randomly. I ended up running down 13 flights of stairs with an

armed guard in the middle of the Philippines with a machine gun,

looking up at this guy hanging off the side of a building on the

13th floor getting in there to kill me. I know this is the

craziest story you’ve ever heard.

Trent: It is a little unusual.

Casey: Here’s the point – I got so low that I was traveling around the

world trying to save a business $80,000 in debt, with a bad

business partnership, and I was rock bottom. I said, “You know

what, something’s got to change.”

In that moment, at being at the bottom, and literally being around

the world and flying back is when I started the process of

realizing the problem’s not the market, the problem’s not the

economy, the problem is not anything – The problem is me. The

way were doing it wasn’t working, and we needed some changes.

That’s what happened in the first two years of our business.

That was probably too many details, but that’s the real story of

where this thing came from.

Trent: I wish we could have got those last two sentences out to the

entire planet, because you said something there that was so

incredibly profound, that entrepreneurs say, but that few others

do – The problem wasn’t the economy or the world, or this or

that or the other thing, the problem was you. That is something

I find is unanimous in entrepreneurs, we are never the victim.

Our success and failures are always our own. As soon as you can

adopt that mindset, in my opinion, you set yourself free,

because then you’re in control and you can choose to change the

outcome, which you did, and we’re going to tell that story.

I do want to offer up one other idea. You mentioned at the beginning

of this, that you were doing it the good old fashioned way, and

then you went on to tell how you were prospecting. It may have

been old fashioned my friend, but I don’t think it was good.

Casey: That’s funny. That’s true, it was terrible.

Trent: There was nothing good about making about making cold calls,

missing your daughter’s event, and being around the world, there

was nothing good about that.

Casey: [inaudible 16:03] everybody I met said this was how to do it –

You go to leads groups, and you pass business cards out, and

this how you do it, it was the old fashioned way to try to do

this deal, and we live in a different time. I just had to learn

the hard way. That’s what the story was.

Trent: You and me both. I have often said to people in conversations,

and maybe even on my show here, that I never get it right the

first time. I always duff it the first time, and then I get it

figured out the second time around.

Let’s get into your discovery of Infusionsoft, when was that?

Casey: That was at that point, right after that trip around the world,

about three years ago, middle of 2010 – I was searching online

and I saw a donate redirect on a website I was on, and it said

Infusionsoft, and I was curious what it was, so I Googled it and

went to their website. I was low with no money, no team, I was

worn out and they’re making these promises on their website like

– Infusionsoft is like having 25 people sell for you while you

sleep. It’s automated, and all this stuff.

I thought, yeah, whatever, but it was worth me putting in my e-mail

address for the demo. I got an e-mail back late at night, and I

thought man, these people are on top of it, they work all hours

of the night. I’d never heard of an auto responder before. They

sent me e-mails, and finally got me on the phone and sold me on

Infusionsoft, and I put money where my mouth was and did things

differently. That’s how we found it.

A big transition happened though – When I used what was called the

Infusionsoft Success Coach, there was Brandon Steinwig, he got

on the phone with me, and said, “Thanks for getting in on the

call today. When are you going to send your first broadcast?”

I said, “What’s a broadcast?”

He said, “Well, that’s why you bought Infusionsoft, right?”

I said, “Well, I bought it because of all these promises.”

He said, “Let me tell you what Infusionsoft actually does. Do you

have an e-mail address?”

I said, “We have 832 e-mail address.”

“Do you have anything you can sell online?”

“I’ve got $80,000 and a red truck if someone wants it.”

He helped me understand that you can sell something online, and that

people would buy stuff that we had done, it was just sitting

around my office. I was like, “I’ve got this old seminar I did,

we just recorded it because there was a machine there, so I

recorded the three hour seminar I did for church leaders.”

He said, “All right, let’s put this on a website, let’s send an e-

mail out to them. I’ll help you write the e-mail and get things

started.”

Within a couple of days, we put it up there and I sent the e-mail out

to the 832 people I’ve never e-mailed before. I said, “Hey, I

just want you to know, I’ve been driving around doing all this

high-end consulting, here’s a $99 product you can buy right

now.”

Within the first couple of days, we sold a few thousand dollars

worth. I was like, “You have got to be kidding me. I have been

doing all this stuff, driving around, missing dad’s nights,

trying to make money, and I just sent out one e-mail and made a

few thousand dollars?”

That was the point when everything started to change, it was an aha

moment for me.

Trent: In three years you go from guy in the truck, no money, to guy

with a $2 million plus business which has a very healthy profit

margin. I hope people who are listening to this get inspired

and fired up, and think man, if this guy can go from broke,

selling to churches that have no money to this wonderfully

successful business, maybe there’s something about this whole

marketing automation stuff that I could use in my own business.

The answer of course is “Yes there is.”

Let’s try to dive into more details, and let’s talk. It all starts

with lead generation, can you tell us about the process that

you’re using for attracting and capturing leads for your

business?

Casey: Yep. Our attraction strategy is very simple. After going

through hell and back, we said, “We can’t do everything, but we

can do something.”

When we learned about attracting traffic to our website, we said,

“Here’s what we’re going to do – Number one, we’re going to have

blog.” Everybody on this call can have a blog, and everybody

can write three times a week. If you say you don’t have enough

time to write a blog three times a week, that isn’t true, unless

you’re incapacitated and almost dying in a hospital.

Every single person can do that and add value to people who could be

their potential customers. That’s the outpost through which all

of our stuff happens. We put stuff on the blog.

Our strategy to attracting traffic is that we know where pastors are,

unlike business people, because a bunch of business people

aren’t on Twitter. Most pastors, when you speak at a

conference, say how many guys are on Twitter, 80%–I don’t know

the exact number–but it would be 8 out of 10 people would raise

their hand. That’s where pastors are, so what we said is we’re

going to dominate one thing. I know there’s Google+, I know

there’s pay per click, I know there’s SEO, I know there’s

Facebook, I know there’s all these other things, but we’re going

to dominate one thing and what we know how to dominate is

Twitter.

I’m on Twitter, our teen is on Twitter, we know Twitter, we know

pastors on Twitter, so that’s what we decided to do. We put all

our eggs in the Twitter basket, and so here’s what we’ve done –

We went out and found celebrity pastors that we can either buy

their time, you can rent anybody’s time, and we get them on an

online event, and we have them tweet out the links to our

landing pages. Part of them being a part of it is that they’ll

promote it, and that drives a tremendous amount of traffic to

our website.

In the last three years, with the Twitter strategy of getting famous

people to tweet to us, and for us using Twitter to generate blog

content, we’ve grown our list from 832 contacts to about 47,000

contacts in a three-year time period. That’s what we did.

That’s it, and that’s all we did. We know there’s other things

we should do, and we’re going to do those in the future, but to

start out and be simple and dominate, that’s where we started.

Trent: Man, that is impressive. 832 to 47,000, wow. I think anybody

could do this in a business, they could find out who the

celebrities are in their space or niche, contact those folks,

because they’re all looking – Did you have to pay them, or did

they come on because they wanted the exposure?

Casey: Most wanted to just help people. Most wanted that, but we paid

them anyway. What I found is that you had to pay some, it’s

just the way it is. The point was, people hear that and go,

“Oh, I don’t have anybody. I’m in the salon business, there

aren’t any salon celebrities.” Yes, there are. There are

absolutely places you can go where there are salon people that

other salon people learning from and listening to.

People say, “I’m in a retail location, what is there to do in a

retail location?”

Well, that’s why smart companies have Justin Bieber as a celebrity

that drives people to their retail locations, because they’re

renting a celebrity at the top end of their of funnel. It

associates them with that person, and that is a lead driver, a

lead attraction, a lead magnet that they can pull people in.

Every single niche has people that people listen to. If you can

align yourself and go as hard as you can to reach those people,

don’t quit because the first one tell you no, you can get

aligned with those people and they’ll help you significantly.

Trent: That’s a very good idea. I want to give a quick shout out to a

resource on this topic of defining your nice, if you got to

brightideas.co and on the navigation bar, you’ll see the life

cycle marketing guide, scroll down through the links, and that

links to a whole bunch of articles, but in the attract interest

category or section, you’ll find an article on how and why to

define your target market. There’s a whole bunch of details

there for you.

Let’s move on. Your strategy worked exceedingly well, your list grew

like mad. Here’s the thing – Just because they’re on your list

doesn’t mean they’re whipping their credit card out and willing

to buy your stuff, right?

Casey: Totally different.

Trent: Correct. So, what happens between getting them on the list,

and getting them buying stuff. There’s something that happens

between those two things, what is that?

Casey: What we found is that–I hate to say this, I probably shouldn’t

say this but I’ll say it anyway. It’s a great way to [inaudible

24:55]. Most people try to treat this like sex on a first date.

They get somebody on their list, and then they try to close to

the deal. It’s like, come on. People do that to me all the

time. I get on a list and they’re trying to close the deal with

  1. If that’s how you do real life, I’m sorry, but if you

understand that a healthy relationship is built over time and

built on trust.

Between attracting traffic and converting the sale there’s a whole

thing we call building relationships on the list so what we try

to do is build the relationship. Here’s a couple things that

have worked. I’m giving everybody practical things that you can

  1. I like everybody to know that I’ve had a red truck. The

reason why, is that the only thing you remember from my

introduction speech is that I had a red truck. It’s a red

truck.

I like people to know I have a family when they come onto our list.

When we’re e-mailing our list, and we’re sending stuff out, I’m

not only introducing them to stuff that can help them, I’m also

introducing them to my family. The reason why, is that we’ve

found people trust people and have an affinity for them if

they’ve seen their family, and they see they have kids, and what

they look like. Do they look like weirdos? Are they normal

looking? Can I relate with these people? That kind of thing.

The red truck story, like a story of struggle, here’s where

we’ve been, here’s how long we’ve been doing this, that sort of

thing.

The third thing we like to send is connecting us with famous people

in our niche so that we gain credibility. If we’re sending out

e-mails or doing videos and people see you and they associate

you with the leaders. That builds credibility. Inside of that,

we’re building a healthy, what we call like a dating

relationship via e-mail, via video, and warming people up. We

don’t send people directly into a sale unless they ask for it,

if they ask for it or click on a link to buy something, they can

go buy something. For most people, we do what’s called a warm-

up sequence. We are warming them for the point in which we feel

like we can move in to take action and create a purchase, so

that’s what we do.

Trent: Let’s dive into that a little bit. Let’s say I come to your

site, and I get one of your lead magnets, I fill out the form

and give you my name and e-mail address, hit the submit button,

the first e-mail, is it going to give me just what I asked for,

“Here’s the free report,” or whatever it was? Is there going to

be anything else in that first e-mail?

Casey: The first e-mail, we’re just giving them what they ask for, but

we’re also tell them there’s more coming.

Trent: What comes next? When do you introduce the truck, the family,

and the celebrities?

Casey: That’s a great question, and it depends on where they came

from. We have a very complex business now. I’m going to start

where it was really simple. We used to do 10 emails over 30

days as our warm-up sequence. The point of those e-mails was

those different things: likeability, trust and credibility. If

say something about the red truck, it’s, “Hey, I used to drive

around the Southeast in a red truck, and here’s what I learned

about that and learned from pastors.” Then we do something very

helpful.

Again, the whole thing’s not about the red truck, it’s just a mention

in a what we call a by the way moment. We’re mixing those in

throughout the 10 over 30 days, and that’s how, when we first

started, when we were selling just one program and it was a very

simple operation, that’s how we did it and we mixed a little bit

of personality in with a lot a bit of helpful content. It was

about 20% personality, 80% helpful content.

Trent: Okay, excellent. Yep, go ahead.

Brian: Key in that, we would put in the PS, “Oh, by the way, we know

you downloaded this report on church giving, we have a cool

coaching program called Giving Rocket, and you can click here

and you can go check out all of that kind of stuff.” Again, it

was there. If somebody wanted to go get it, they could. During

that first 30 days, we’re building the relationship and

nurturing them and getting them to know us and us to know them.

I’ll tell you a trick – One of the best e-mails we ever do,

especially when you’re small, and you’re trying to get off the

ground or try to grow in Internet business, just do an e-mail

that says, “Would you please reply and let me know?” [inaudible

29:36].

Just ask them a question and the question and the question of what we

found out is a question about either their personal life. I

would send one with a picture of my family in it, and say, hey,

tell me about their family. I’d love to get to know you and who

you have in your family. Again, I ask them to divulge some

information to me, and I divulge some to them, when it’s a two

way street and a conversation starts, those people end up being

low hanging fruit that will buy just about anything from you.

Trent: I do something almost like that now, and you’ve given me an

idea how to improve. Anyone who’s on my list will know that in

one of my first e-mails, I say what they’re struggling with the

most, and I ask them to reply because I want to get a

conversation going with these people, and it does work. Not

everyone replies of course, but the ones that do become your . .

.

Casey: No, but the people that are opening and reading and engaging

do, and those people, man, those are some of the best people.

Some of them are weirdos, but a lot of them are great people.

Trent: Absolutely, I couldn’t agree more. If you don’t have an e-mail

in your warm-up sequence that says reply, you might want to

consider doing that.

I’d love to dive deeper into what you’re doing with your advanced

strategy, but I’m going to keep on keeping on here, because

we’re going to run out of time, and there’s still some other

categories of life cycle marketing I want to talk about.

Before I move on, you’ve got the 30 day warm-up sequence. What

happens the end of those 30 days?

Casey: We transition them to a webinar sequence after that. A webinar

is where we sell the most, and so after 30 days we put them into

our webinar sequence. It’s built for over a two-week period to

get them on a webinar, and to get them to hear helpful content.

About 80% help, and there’s 20% sales. Sales is woven

throughout the webinar, and that’s where we get the most sales.

What we found is that when we consistently did webinars like that,

every single month per niche topic we have, that’s where the

huge growth came from, was consistently doing new content

webinars. They got everybody on the nurture list, after they go

warmed up to us, then we got them on the nurture sequence, which

is where we’d move people to listen, buy, and hopefully become a

customer.

If they don’t become a customer, they still get helpful content, but

they’ll be invited to the webinar that happens next month. If

they come to that one, we’ll come to different topics to reach

different types of people, so that’s how that works.

Trent: In you webinars, you mentioned you weave in 20% sales

opportunities. Do you make an offer at the end of the webinar

that says, “Hey, if you want more you can go this page and you

can click this buy button and get this thing.”

Casey: Our webinars are very simple in structure. Most of them around

about 45 minutes long, and the beginning of the webinar we

always do success stories. After I introduce myself and success

stories, we tell them that’s why we have Giving Rocket. You’re

going to see a button below as I talk throughout the rest of the

webinar, and you can just click that button, and by the way, you

can click it if you want to right now and see everything that’s

listed for this webinar offer, and my voice will keep playing

because it’ll open in another tab. That’s right within the

first five minutes.

We come back as we’re doing helpful content, so we’ll say that when

it comes to fundraising, here’s something they could do. And

that’s why we did it with Giving Rocket. With Giving Rocket, not

only do we tell you what to do, we’re going to do it for you.

It’s done for you, fundraising resources. If you click the

button below, you’ll see all the stuff you get da-da-da. That’s

what’s called a by the way pitch.

Then, at about the 70% mark of the way through, we turn it and we do

about a ten minute full on explanation of what Giving Rocket is,

why we have this Rocket, how it can help them, special offers

and bonuses if they do it within the next 48 hours, click the

button below, that kind of thing. Then go back to helpful

content at the end. We found that putting it about 3/4 of the

way thorough, with pitching the by the way moment as you lead up

has worked very well for us.

We have a page, and on the page it has one button, and the button is

always below they video, and they can click it, and there’s a

special offer per webinar. That’s how we sell.

Trent: Are these webinars live, or live simulation?

Casey: No. We got away from live webinars a long time ago. I am not

a fan of live webinars. If you want to do a live webinar,

that’s great for you. I don’t like doing them for many reasons.

Ours are prerecorded and pre-done in advance, and that’s how we

do all of them. [inaudible 35:00]

Trent: I would imagine, in you particular niche, these folks have

probably never even heard of a webinar simulation, and I know

that you’re not saying these things are live, but do you say

they’re recorded, or do you just not say?

Casey: We don’t say either. We say we’re going to have a webinar at

this time, and that you can sign up and show up. Here’s what we

do: On the webinar, I’ll say, “Guys, tweet us right now at the

Rocket Co., we’ve got our teams, they’re waiting right now.”

They’re interacting with The Rocket Company on the webinar, not Casey

Graham who’s doing the webinar, or Michael Lukaszewski, my

partner who’s doing the webinar. They’re interacting with the

company, not us as a right to interaction. We still get

interaction, but it’s with the company. We always have somebody

scheduled to be available during those times do all of our

social media interaction during the webinar.

Trent: Brilliant. What software tool are you using for the recorded

webinar?

Casey: I have no idea. I know that the video is on Vimeo, but I don’t

know what the technology piece is. I’m not the technology guy,

so I have no idea for that. I just record the things and send

them to our team, and they do all the technology. I’m sorry, I

hate it that I don’t know that.

Trent: That’s okay. One of the ones that is very popular, it’s by a

guy named Geoff Ronning, it’s called Stealth Seminar. It’s been

around a long time, a lot of people use it, I’ve used it in the

past. There’s another one I’m not as much of a fan of us,

because I tried it and it sucked initially, but apparently it

works quite well now, it’s called Evergreen Business Solutions,

I think what its name is.

There’s more and more of these webinar recording software platforms

that are available, so if you just Google around you’ll find all

sorts. If you type the word review after whatever name, then

you’re looking for, you’ll find people reviewing those products.

Be mindful, when you’re reading those reviews, most people are

an affiliate with that particular software platform, so read

between the lines and make sure it’s as objective as a review as

possible.

Casey: That’s good, good words.

Trent: Now we’ve got some conversions happening, we’ve captured leads

in this discussion so far, we’ve nurtured them, we have

converted them with recorded webinars – Which is brilliant by

the way, because you can put it all on autopilot. Once they buy

something, they probably might by some other stuff. In other

words, would you like fries with that?

Could you talk about what you’re doing to upsell, cross sell, and

generate repeat business?

Casey: Yes. The upsell that we’re working very hard on, which has

worked very well, is something we’re really excited about is, we

sell on CustomerHub. CustomerHub was bought by Infusionsoft.

We use it deliver all of our content.

Let me tell you why we use it deliver all of our content – It’s that,

and I didn’t know this until recently, that’s why we implemented

all of this, this is what we’re currently doing. You can one

click upsells inside of CustomerHub. People that are in there

consuming content of module one of your program, how to be a

better real estate agent or whatever, you can have a little

video on the side or inside CustomerHub, that says click this

button and you can get this da-da-da for free, because you’re

watching module one and we’re going to give you a special offer.

They go to a secondary page in CustomerHub, and it’s a one click

purchase. It says, add this to my account or I agree with this,

or whatever. It’s just one click, and it goes on their credit

card, which is on file. That has been huge, because we’ve taken

all the go get your credit card back out to customers, and we

can just create banners on the side.

Does that make sense? I know I’m beating inside the weeds here, but

one click purchase inside of CustomerHub, and if it’s not

CustomerHub, you need a solution that creates a one click

solution for repeat buyers. It’s the PayPal effect.

What I mean is that people ask me to give money all the time, but

they’re little project fundraiser things they’re going to do.

Anytime there is a PayPal button, I will click the PayPal, and I

can just enter the amount and be done with it. I don’t have to

get my credit out and all that kind of stuff. That’s how your

customers feel.

Don’t make them get their credit card out again, that works really

well. That’s number one of selling inside, it’s where your

customers are consuming content. If you’re not giving them

places to consume content, I would rethink that. I would give

them a portal or a place to consume content that also has

natural upsell opportunity in the same area. That’s just my two

cents, that’s not how we started, that’s where we are now.

That’s number one.

Number two is what we’ve done as well is the good old fashioned build

the sequence out in advance. If somebody buys core coaching

project – Let’s just keep using Giving Rocket, to help increase

church giving – We just go ahead a write a three day sale into

that sequence that happens automated whenever they get to day

78, 79, and 80, whatever those days are, and those e-mails just

go.

It’s a three day sale for everybody in that sequence, and it’s on a

product that is related to the core coaching program of Giving

Rocket. That is the fries that come with it. It can come two

months in, we have some six months in, some 12 months in, that

kind of thing. That works really well. That’s just scheduling

e-mails in advance for people who have currently bought

something.

The third thing we do is we upsell [them the] store. At the point of

purchase, if you’re buying this, we’ll give you 50% off this

systems bundle or whatever, because you’re buying this product.

Hit add this now, and they can just click inside the

Infusionsoft checkout and add it, and we have a lot of people

who do that. It surprises me. A lot of people, and I don’t

know the percentage, click on that and take that offer. Those

are three ways we upsell.

Trent: All right. So I want to dive in those a little bit. Let’s start

at the back, and then we’ll go backwards. The way you just

described on the Infusionsoft order form, you can very easily

put an upsell on there, is that what you’re talking about?

Casey: Not the order form, but in the store. You can’t upsell on the

order form unless there’s something we don’t know about.

Trent: You can.

Casey: You can?

Trent: You can. I do.

Casey: I need a blog post or something, I would love to do that.

Trent: I’ll just send you an example on one of my order forms, and

you’ll see. I put a little video in. My videos are hosted with

Wistia, which is a sponsor of Infusionsoft, a shout out to them,

thank you for that. It says, “Hey, here’s another thing that’s

complementary with what you just bought, if you want to add it

to your order, click the button right below.” They click the

button, it adjusts the total, and they check out.

Casey: That’s great. We want to learn from that. Ours is done in the

store, if they buy a store product, the e-commerce thing

Infusionsoft provides.

Trent: I haven’t messed with the store yet, I’ll make sure I do that.

Maybe your way is better than mine, but I’ll make sure to share

a link with you.

Casey: That’s awesome.

Trent: I’ll also put it in the show notes, this episode, so if you’re

listening to this and you want to see what the heck I’m talking

about, there will be a link in the show notes. I’ll give it to

you at the end of the show, in the post production there will be

a link to that.

One other question I wanted to ask on point number two was – You said

you built the sequence out in advance. Are you, for Giving

Rocket, dripping the content over time?

Casey: Yes.

Trent: Can you talk about little bit?

Casey: It’s 12 module program. They get one module per month. They

can unlock all the modules by paying an upfront fee with a

discount, but we still drip the content out over time. The

reason we do that is that… This is where we’re different from

a lot of Internet marketers that just want the payment and all

that stuff. We found that there is a significant amount of

customers, that if they get all the content at once, they never

do anything with it.

Trent: Yeah, it’s too much.

Casey: What we’re trying to do is to continue to market them to watch

a video, not all the videos. Even if they buy up front, we

still drip out, “Hey, did you know in module two, you can watch

all this.”

We give them benefits to pull out and that kind of thing. They’re

busy, just like us – How many times have we bought a book or a

seminar, or something. With great intentions, you listen to the

first thing and then you don’t ever do anything else with it.

It’s because they didn’t continue to sell to you after the

purchase. We keep continually selling. Go to the content now.

There’s another reason we do this as well. Guess when they go

to the CustomerHub, and they watch a video inside CustomerHub,

guess what they’re seeing on the side?

Trent: An upsell.

Casey: Getting them to consume the content again and again we found

works well for us in all the programs we sell.

Trent: Do you have an e-mail sequence that is reminding them to go

back, saying that there’s more and more content?

Casey: Yes. It drips out. There’s two e-mails a month. One says,

there’s module one, it’s available. Here’s what’s you’re going

to learn, blah, blah, blah. In the second one, we do some kind

of piece that’s helpful. For example, something like a written

version of something helpful. We also do two other e-mails a

month to our customers that we can put in our sequence that are

sales e-mails that are upsells, “Hey, you’re in Giving Rocket

month 2, but did you know that we have something called

Volunteer Rocket, and if you click this link you can just add it

on with one click, and it’s only another $49 per month, and it’s

50% for the next… whatever.” I’m making that up, 90 hours,

whatever the deal is.

You can build that stuff in, build the upselling into your e-mail

sequencing of delivering your content. Most Internet marketers,

actually none I’ve bought stuff from do that.

Trent: Brilliant. Giving Rocket is a monthly pay for 12 months,

correct?

Casey: Yup. $99 a month for 12 months.

Trent: If they want to unlock it, get it all now, what is the discount

they?

Casey: $997. They save about $200, basically two months for free.

Trent: Very good stuff man. You’re giving me lots of what I call

golden nuggets, so love getting those.

How are we doing for time? We’re at 44 minutes. I’ve a got a few

more questions in what I call the lightning round, and I want to

ask you how you’ve changed your life from the red truck to

today. Before I get to that, is there anything I haven’t asked

you, Casey, that you think has been a huge aha for you that you

want to share?

Casey: Here’s the number one I think would say creates the

competitive advantage. If somebody comes to your McDonald’s and

plops down a Burger King, what’s the difference? If somebody

comes and does your exact business, what’s the difference?

Here’s the number one difference is that we spend an inordinate

amount of time and money building relational capital with our

customers. We don’t Infusionsoft the whole customer life cycle

marketing, to me, it’s 50% of it. The other 50% is that it’s a

care software, it’s building – We are caring for our customers

in unique ways using Infusionsoft. We are reaching out to them

and deeply caring about what’s going into their lives, who they

are, who their family is, that stuff isn’t tactics, it’s core to

us.

For anybody in the info business, or anybody that’s trying to sell

something online, or whatever you’re doing, whoever is listening

to this, I would say that your differentiator is not your

marketing, it’s not your product, but it’s the relational

capital you have with your customers. I would build in as much

capital as possible to love, care for, take care of them and

deliver a tremendous – you can sell an average product with

great customer care, and people will love you. A good enough

product.

Everybody tries to have the best product, but they suck at taking

care of people. Take care of people, period. We have great

customer care, great response times, great service, all that

stuff, and that’s where we put our eggs for long term. It’s not

in being a better marketer. We love being the better marketer,

but what we believe is the best is taking care of people and

treating them right.

I know everybody will agree with that, but here’s my question: If I

looked at your business budget, how much are you spending in

customer care? How much are you spending in proactive customer

care? How much are you sending direct mail to them that’s not

asking for a sell, but thanking them? How much time and money

do you spend on referral partners, thanking them for referring,

not just asking for more referrals, and really building that

side of it out? That’s where the gold is.

You see I get real passionate when I talk about that, because most

Internet market people you learn from are just about getting

paid, and getting some money out of people, and selling. Or I

live on the beach, or I’m a guy that’s just on the mountain

somewhere and I just live in my mansion and I have all these

customers that pay me millions of dollars. Well, that’s great,

but we care more about our customers than anything else so

that’s what we spend time doing. Sorry for the long answer, but

that’s my heart.

Trent: That’s okay. Can you give us an example of exactly what you’re

just explained?

Casey: Every customer that buys from us, we send a personal,

handwritten thank you note every time they buy something. When

was the last time you or anybody listening to this has bought

something off an Internet marketing website and gotten a

handwritten thank you note from somebody on the team, that’s

personalized to you and what you bought? It’s rare.

Trent: Let’s go with… never.

Casey: That’s one that everybody listening can do. What people do is

they send that crap on Twitter. They’ll go “I got a thank you

note for The Rocket Company, I just bought a $79 product, and

they sent this.” Here’s the other thing – we ship a box.

In the box, we’re The Rocket Company, so we send a bunch of finger

rockets. They’re things you shoot across the room, and they’re

awesome. We send a coffee mug and a Rocket Company t-shirt

that’s actually a cool, nice looking t-shirt that’s not a piece

of crap. We send that out and tweet that stuff, they put it on

their Facebook pages, and they say, “The Rocket Company is over

the top when it comes to customer service, I just bought this

$99 product, and they sent all this stuff to me.” That’s

practical stuff we do.

The other thing I’d say we do is, we hired Call Ruby. Have you ever

heard of Call Ruby?

Trent: No.

Casey: It’s an outsourcing company that we use that answers our

telephones for us all the time. Nobody knows it’s Call Ruby,

it’s just an answering service. When anybody calls our phone

number, we always have somebody who picks up and answers the

phone, they get routed – They may go to voicemail ultimately, or

they may go to whatever, but when they call, somebody answers.

That’s a $250 a month investment we make, and it is a huge

investment because nobody ever says that they can’t get in

touch with The Rocket Company – They won’t e-mail me back, or

answer the phones, that sort of thing. Those are practical

things we do.

Trent: These finger rockets, the coffee mug and the t-shirt, you don’t

tell them in advance they’re going to get that stuff, do you?

It’s not on the sales page, you didn’t like say hey, if you buy

this, you’re going to get a t-shirt? No.

Casey: No. It’s surprise and delight.

Trent: How has all this good stuff changed your life from the days

back of the red truck?

Casey: We went from $80,000 in debt and then I had about $200,000 in

personal debt from a mortgage. About $300,000 in total, to now

our family is debt free and business is debt free. From a

personal standpoint, we’re all out of debt. That’s huge for us,

and the reason is not so people can go, oh great, you’re out of

debt, because nobody cares if I’m out of debt.

What is cool is now that we can make better decisions, because I’m

not making business decisions on I wish I could get out of debt.

It’s allowed us to then go we can invest more money here, we

can put more money there because we’re really caring about the

business not just about trying to make a rich owner. That’s

huge.

The second thing is from a time off perspective. Obviously, driving

around in a red truck doesn’t promote much time off. You know

what, if I’m your listener – People hate when people talk about

how good their life is, but honestly, selling online and selling

recurring income online – I took four weeks off last week and

went to Belize and went on a Disney cruise, and went to the

mountains with my family for some rest and relaxation. I wasn’t

worried one bit about what was happening because I know that we

have automated processes that work. We have a great team of

people of that are helping people step off. From a time off

perspective, it’s been huge.

The other thing is that we’ve been able to help so many more people

by Casey waking up and realizing that I was the problem, and

that I couldn’t do it one at a time, this is not working, and

being willing to say that I’m going to struggle as a business

owner and I’m the problem. There’s two problems and I’m the

problem and I’m the issue. From that point of saying that it

wasn’t anyone else’s fault but mine, and saying that we’re going

to create this has allowed us to reach so many more people.

Now we have 5000 people we’re serving. I couldn’t serve five

effectively when I was driving around doing it the old way.

We’re able to accomplish our mission, and that’s where the

personal satisfaction comes. It’s not that we created an upsell

opportunity, that doesn’t make me satisfied. What makes me

satisfied is when we get the success stories back in from some

guy in Australia who says “I’ve bought you product, and here’s

what’s happening in my church,” and we get a success story

unsolicited that comes back.

We get, I think the last count was 109 success stories in the last

100 days of people, unsolicited who just come in and say, “This

is working, thank you for what you do.” That’s really the pay

off and the reward, so that’s how my life has changed.

Trent: Yeah, that’s pretty cool. All right, lightning round – Three

questions and then we’re done. What are you most excited about

Casey for what remains of 2013?

Casey: I’m most excited about getting out of all the operational roles

from Rocket Company, and I’m focusing on creating the exact same

thing we did in the church space, I’m doing in the business

space. We’re creating a place for people listening to this, for

you, for anybody who wants to create content for the life cycle

marketing thing, for any piece of it, for attracting traffic,

for building relationship, to converting the sales in webinars,

and we’re creating a high end opportunity for them to come in,

and for me and my team to be content creators and do it for them

in two days by the time they walk out of the room.

We’re excited about doing that content creation machine which is

awesome. We found that that’s a huge thing. I can create a

webinar in fours hours and have people on it in 24, some people

think that’s hard to do. It’s so easy, so we’re just going to do

it for people who need to create content that will be part of

life cycle marketing. I’m super excited about that. That’s

probably the thing I’m most excited about right now.

Trent: What’s your favorite business book?

Casey: My favorite business book is “The Advantage” by Patrick

Lencioni.

Trent: “The Advantage”, okay. Lastly, for anyone who wants to get in

touch with you Casey, what’s the best way for them to do that?

Casey: It’s Casey C-A-S-E-Y@ultimatemarketers.com.

Trent: Okay. All right, man. Thank you so much for being on the show.

It’s been a fantastic interview. I thoroughly enjoyed it. I

learned some things and I hope the audience has as well. In

just a few moments, when Casey and I sign off, I will announce

on how you can get the show notes. If you have questions for me

or Casey, just go to the bottom of the post where this will all

be help, and just leave your comments there and we’ll be sure to

leave you an answer.

Thanks very much, Casey.

Casey: Thank you.

Trent: To get the show notes for today’s episode, go to

brightideas.co/62. When you’re there, you’ll see all the links

we’ve talking about today, plus some valuable information you

can use to ignite more growth in your business.

If you’re listening to this on your mobile phone while you’re driving

or doing whatever, just send text “Trent” to 585858 and I’m

going to give you access to the Massive Traffic Toolbox, which

is a compilation of all the very best traffic generation

strategies that have been shared with me by my many proven

experts that have been guests here on the show. As well, you’ll

also be able to get a list of all my favorite episodes that I’ve

published thus far on the blog.

And finally, if you really enjoyed this episode, please go over to

brightideas.co/love, where you’ll be able to find a link to

leave us a rating in the iTunes store. I’d really appreciate it

if you’d take a moment to do that, because it helps the show

build its audience, and of course the more audience members we

have, the more we can help to massively boost their business.

That’s it for this episode, I’m your host Trent Dyrsmid, and I look

forward to seeing you in the next episode. Take care, and have

a wonderful day.

Announcer: Thanks very much for listening to the Bright Ideas

podcast. Check us out on the Web at brightideas.co.

About Casey Graham

caseygrahamIn 2008, Casey Graham started The Rocket Company out of a passion to reach church leaders worldwide – to train, speak, coach, consult – all to help the church. With barely any money in the bank, a stay-at-home wife and a one year old daughter, he set out on a dream which almost failed a few times. Five years later, The Rocket Company is reaching thousands of church leaders and expanding its service offerings. In 2013, they won Infusionsoft’s Ultimate Marketer of the Year award and are now helping other business leaders grow their businesses. Casey lives in Atlanta with his wife and kids.

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Building a successful marketing blog is no easy task because there is a LOT of competition. Building a software company that sells software for a monthly fee is even harder.

Have success with on or both of these endeavors and you are on your way to one heck of an exciting entrepreneurial adventure!

In this episode of the Bright Ideas podcast, I’m joined by Dan Norris, founder of Inform.ly. Informly provides actionable data to help content marketers engage their audience and create content that grows their business.

When you listen to this interview, you are going to hear Dan and I talk about the following:

  • Why he started Inform.ly and where traditional analytics apps fall short for content marketers
  • How he hired coders to build his app (5:30)
  • A sidebar plugin he’s building that will display your best converting posts (7:30)
  • How he’s attracting customers (9:00)
  • His top 4 tips for building a highly successful blog (15:00)
  • Why conversions are more important than traffic (17:30)
  • How to maximize conversions from your blog (18:10)
  • His biggest screw up and what you should do to avoid repeating this huge mistake (26:05)
  • Why surveys aren’t a good tool for validating your product (31:05)
..And so much more!

Links

More About This Episode

The Bright Ideas podcast is the podcast for business owners and marketers who want to discover how to use online marketing and sales automation tactics to massively grow their business.

It’s designed to help marketing agencies and small business owners discover which online marketing strategies are working most effectively today – all from the mouths of expert entrepreneurs who are already making it big.

Listen Now

Leave some feedback:

Connect with Trent Dyrsmid:

About Dan Norris

current_bio_pic_DanNDan Norris is the founder of Informly and helps bloggers and content marketers create content that engages their target audience and drives leads. You can download his free ebook with his top 12 tips here.

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Digital Marketing Strategy: The Story of How Infusionsoft Became One of The Fastest Growing Companies in America with Scott Martineau

Would you like to put customer acquisition on auto-pilot? Just imagine how it would feel to have a steady stream of qualified leads that were all happily buying your products on a regular basis.

Now imagine that they were also telling all their friends to do the same.

Sound too good to be true? Well…you might be surprised to learn that if you embrace something called Lifecycle Marketing in your business, that one day in the not too distant future, the scenario I’ve just described will become the reality of your business.

In this episode of the Bright Ideas podcast, I’m joined by Scott Martineau Co-founder of Infusionsoft, ranked by Inc Magazine as one of the fastest growing software companies in America. Infusionsoft is absolutely amazing software and I can’t imagine running my business without it. If I did, I’d have to work far longer hours and my business wouldn’t be nearly as easy to run as it is now.

I recently attended ICON, Infusionsoft’s annual business conference, and while there, I had a chance to meet Scott and ask him to come share his story here on the show.

When you listen to this interview, you are going to hear Scott and I talk about the following:

  • How they first started Infusionsoft back in 2001
  • Why their first idea wasn’t working and the one thing they changed that has allowed them to create a 400+ person company today.
  • Why Goldman Sachs invested $54 million in Infusionsoft and what this means for the future of small business in general
  • The consulting business model vs the product business model and what you need to understand about the massive benefit of one versus the other
  • The importance of picking a target market and how to do it correctly (20:15)
  • An example of some early challenges and how Scott and his partners turned this challenge into a huge opportunity (26:15)
  • Why it is so important for an entrepreneur to have a strong mind and 3 thing you can do to make yours even stronger (33:15)
  • An overview of Lifecycle Marketing and why to embrace it in your business (39:45)
  • What’s next for small business owners (55:15)

Links Mentioned

More About This Episode

The Bright Ideas podcast is the podcast for business owners and marketers who want to discover how to use online marketing and sales automation tactics to massively grow their business.

It’s designed to help marketing agencies and small business owners discover which online marketing strategies are working most effectively today – all from the mouths of expert entrepreneurs who are already making it big.

Listen Now

Leave some feedback:

Connect with Trent Dyrsmid:

Transcript

Trent: Hey there, bright idea hunters. Welcome to the Bright Ideas

Podcast. I’m your host Trent Dyrsmid and this is the podcast for

marketing agencies and entrepreneurs who want to discover how to

use content marketing and marketing automation to massively

boost their business. On the show with me today is Scott

Martineau, Co-founder of Infusionsoft, ranked by Inc Magazine as

one of the top ten fastest growing software companies in

America. Infusionsoft is absolutely amazing software and I

cannot imagine running my business without it. If I did, I’d

have to work far longer hours and my business wouldn’t be nearly

as easy to run as it is now.

I recently attended iCon, which is Infusionsoft’s annual business

conference and while I was there I had a chance to meet Scott

and I asked him to come, I asked him, rather, to come share his

story on the show. Coming up in this episode, you’re going to

hear Scott and I talk about how he started Infusionsoft, some of

the early challenges that they had to deal with and how they

overcame them. We’re also going to talk about why so many small

business owners aren’t realizing their potential in terms of

profitability and revenue growth and what, some of the things

they can do about.

We’re also going to have an overview of something called lifecycle

marketing and how you can put it to use in your business to help

you solve those problems. If we have time, we’re also going to

get into some success stories and I will also link to those in

the show notes.

Before we get into the interview, I’ve got a couple of special

announcements. My tool tip of the week is something called

Optimizely. If you’re not yet running split tests, you

absolutely are leaving money on the table. A couple of months

ago I interviewed a guy and he told me, he scolded me because I

wasn’t yet running split tests on my main opt-in page. I went

over to Optimizely. I got myself a free account, not a free

account, a $20 a month account and I very quickly set up a split

test. You don’t need to know how to write any HTML at all to do

this and within three days I had doubled my opt-in rate. Just to

put that in, the gravity of that into perspective, I would have

had to of doubled my traffic had I not figured out how to double

my opt-in rate. Definitely go check out Optimizely.com.

The other announcement is I’ve got a webinar coming up on lifecycle

marketing and that is going to be a totally free webinar and

we’re going to be talking about the seven stages of lifecycle

marketing and those stages are how to attract traffic, capture

leads, nurture prospects, convert those prospects to sales, then

deliver and satisfy, increase revenue with upsells and generate

referrals. If you could use more customers in your business,

this is a webinar you definitely would like, or you should want

to attend. With that said, please join me in welcome Scott to

the show. Hey Scott. Welcome to the show.

Scott: Thanks, Trent. It’s good to be here.

Trent: It’s a real privilege to have you on my friend. I’m a big fan

of Infusionsoft. I use it to run my business. Love it. Was

actually just showing a guy this morning, earlier on, and he was

using another company and he said, “I don’t really get it,” and

I screen shared with him for about 15 minutes and at the end he

was like, “Can you get them to call me.”

Scott: That’s good.

Trent: I think there’s a lot of that going around but for the folks

who are listening to this podcast, who don’t have a clue what

I’m talking about, don’t know what Infusionsoft is and don’t

know who you are, let’s kind of set the table for where this

discussion’s going to go by first of all, just please introduce

yourself and a little bit about the company that you co-founded.

Scott: Great. My name is Scott Martineau and I started a company by

the name of Infusionsoft, we started this company about 2001, so

12 years ago or so and Infusionsoft really has one purpose, we

exist to help small businesses succeed and I think we’ll talk

more about how that came about but we’re an all-in-one sales and

marketing software provider that specifically focuses on small

businesses and we’re over in Arizona. We’re down in Chandler,

Arizona. We’ve got about 400 employees at the time of this

recording and we’re just, feel like we’re just barely getting

started with what we want to accomplish in the world but that’s

the little bit about us.

Trent: Thank you for that. Audience members, if you’re listening to

this and you are anything from a solo entrepreneur with a

business that’s generating revenue all the way up to somebody

with maybe 20 or 25 employees doing a few million dollars a year

and you feel like you’re struggling with working too much and

not getting enough of the results that you want to get in terms

of revenue, growth, customer acquisition and profits, I think

that you are going to get a ton of value out of this interview

and we’re going to do our very best to deliver on that.

Scott, you had a really big win recently and I think that this is a

wonderful vote of confidence from some very smart folks on the

future of this whole lifecycle marketing idea and your company

in general and it was a $54 million investment from Goldman

Sachs, so congratulations on that.

Scott: Thank you.

Trent: What I want to talk about is the story of how you got there

because not everybody gets a $54 million investment from Goldman

Sachs so you’ve got to be doing something right. Then, so we’ll

spend a bit of time talking about that and then I really want to

talk about, for the people in the audience who are running that

small business and working really hard, what’s this lifecycle

marketing thing all about and how can I automate all this stuff

and so we’re going to do as much as an hour will allow us to do.

Scott: Great.

Trent: Let’s go right back to the very beginning because I think a lot

of people really love the stories at how super successful

companies get created and it usually starts with a why. People

have a problem, you had a problem that you were trying to solve,

if my research is correct. You want to talk a little bit about

that?

Scott: You bet. We didn’t actually have a very clear why when we

started the company. I’ll kind of give you the evolution, but at

the very core of our founder story was that my brother and I

were working for my dad in the family business that he had

started and it’s kind of a funny business. It was a company that

sent balloon twisters, these are like the clown, people that

make clown balloons, that type of stuff. Not necessarily clowns.

They would send these twisters into restaurants and they’d go

make balloon animals for all the kids while they’re waiting for

their food.

Our dad had built this company up to, in about 15 or 16 different

states in the U.S. here and he had this whole thing going but he

had some really weird things that he, not weird, but some time

consuming things that he had to do to make this business run.

One of those things was that every night he’d have to log in to

this voicemail system and he would literally download and delete

200 or 300 voicemails from these balloon twisters that were

checking into their restaurants and Eric and I, my brother were

like, “Dad, this is so old school. Come on. Let’s get with the

times.”

We ended up building for him a website, basically, that allowed

people to come in and check in. It was a web application, which

these things were just starting to become acceptable at that

time and it was awesome for us because we watched what happened

to, finally dad could not have to go make all those voicemail,

call to voicemail, listen to every one, delete every single one.

Check it off in this little database system. All the people

could just do all these things online.

That was kind of the first glimpse for us that we could finally see

how technology would enable a business owner to do something

that needed to get done without having to spend an hour of their

time or two hours of their time to do it. Around that time we

started having this idea, “Why don’t we go start a company

building technology solutions for people that could help save

them time.” We started this company and we didn’t have a vision

of anything. We just knew we wanted to do our own thing. We

didn’t want to go work for a company. We wanted to be our own

boss and all of the possibility for risk or sorry, for reward,

and that meant we had to take the risk and so we started this

company doing custom software development.

That was kind of where everything started right there in the

beginning was a custom software development shop. It was hard.

It was, that’s a difficult business to be in because here we

were starting and we’re trying to go sell custom development to

people, which usually was made up of an estimate. They’d call up

or we’d spend a bunch of time figuring out what they needed.

We’d go give them an estimate, they’d walk us down on the

estimate and we’d cave in and give it to them for less than we

should and we’d spend twice the amount of time.

It was a difficult business to be in but it really, at the very

beginning of our company, it gave us a couple of things. Number

one, our passion for using technology to solve problems was very

real and it was really kind of the thing that got us into the

business but I think most importantly, from the very beginning,

we knew what it felt like to be a small business ourselves. It

was difficult.

We had two different periods of time where we went for months on end,

one time it was between four and five months that we went with

literally no income and as you can imagine, Trent, that’s hard

to go home and talk to your spouse and say, “Come on, honey.

Just hang in there. We’re going to get this thing figure out.” I

think that that time period for us was critical because it kind

of baked into the DNA of our company and appreciation for the

challenges that small businesses go through.

Trent: So very true. Now I know I have a lot of people in my audience

who are not yet a small business owner or are very early in

their small business career so I want to take a very quick

little sidebar here. Let’s talk about business models for just a

quick second. When you started off your consulting business

model and now you’re a product business model and veteran

entrepreneurs, most of us will agree that the product one is

significantly better as a business model. Can you just very

quickly speak to why that is?

Scott: Well, I remember the very first time we got a stack of orders

when we started to sell software like a product and we actually

sold it with recurring revenue attached as well. I remember the

time when Clay and I walked out in the parking lot with a stack

of new customers who had just bought our product and we looked

at each other and said, ‘”Holy cow. This is nirvana. We got new

customers. We don’t have to go build custom software for them

and they’re just coming on. We don’t have to build from the

ground up. We’ve got what they need out of the gate and it was

just a beautiful thing.”

I think it’s a great point, Trent, that business owners need to

really consider the validity of their model. There’s product

versus custom, which is kind of what you’re talking about and

there’s some clear advantages there obviously with the amount of

time you have to spend to create the product to deliver to the

customer, as well as all the estimating. I think there’s also

just some general profitability things that people should be

aware. Does the unit economic of your, do the unit economics of

what you’re offering actually work?

In other words, if we could deliver to you a sales and marketing

system that would, and I’m not talking about software just if

you could double your sales, is that a good thing or a bad

thing? Frankly, some business owners have a business model that

isn’t worth doubling because the economics just don’t work out.

You’ll end up just working yourself silly and really not having

any profit at the end of the day to think about.

The time to have those considerations and to think about that is

really early on and sometimes it takes a little bit of risk. I

remember when we decided to move from custom development to a

product, we had to take one of our employees specifically,

[Shawn], and said, “Shawn, you own all of our custom development

and we can’t be around having a lot of lose ends here. We’re

going to go 100 percent and focus on this product business.”

That was a really risky thing for us because that was our bread and

butter. It was a pretty measly bread and butter but that was it

and luckily he owned in a great way and we were able to go focus

and convert, in our case, convert our service business, custom

development shop into a product business and I’m really glad

that we did. We wouldn’t be anywhere close to where we are today

without that.

Trent: No, you wouldn’t have and I wish somebody would have told me

that back in 2001 when I started my glass tech company because

I, like many new entrepreneurs, I just thought, “Well if I could

go out and do X hundreds of thousands or X millions of dollars a

year in sales, surely there’d be profits leftover,” because I

was very naive. It’s, in a consulting model it’s not that easy.

That’s why I asked you to go down that rabbit hole. I’m hoping

that we’ve provoked some thought in somebody who’s listening to

this who’s maybe in the early stage of their business figuring

out, “Maybe I should be thinking about this business model

thing.”

Scott: A lot of it has to do with intent too because a lot of times

I’ve noticed people are, the first phase of their

entrepreneurial venture is actually just replacing their income,

their salary. If that’s really the only goal, there are some

fairly simple ways to do it but I think if you really want to

build a business that has profit, that can operate without you

being right in the middle of everything, you’ve got to really

think hard about the business model and be clear from the get

go.

Trent: Absolutely. However, if you don’t have the cash to do that

there’s nothing wrong with starting this trading time for money

business model and figuring out how you can add some people to

your team like you did so that you can make that transition

without having to maybe bury yourself in debt or give away three

quarters of your company because it’s so hard to raise money in

the beginning when you don’t really have anything that’s worth

much. People, if they’re going to invest at all they want

everything and you get deluded and you don’t necessarily want to

do that.

I am taking us off on tangents. I’m going to bring us back on course.

Why small business? You hear all these companies and they’re

going to go out and they want to sell to the enterprise, they

want to go for the big guns. Why did you decide that small

business was where the opportunity and the gold lied?

Scott: I think part of it was just that that’s where our history was.

We had a passion for what the entrepreneur had to go through and

so we’re just connected emotionally, I think, to the plight of

the entrepreneur. Interestingly, you mentioned it but it is the

natural magnetic force in our space, at least, in the software

space, that people will, companies will come in and they say

that they serve small businesses but in reality, all they’re

doing is using the small business owners as a stepping stool to

get into bigger accounts and to grow up and serve mid-market

companies.

For us, there’s a very big difference between the S in SMB and the M

in SMB and we like to say we’re for the S in SMB because what

mid-size businesses need and what small businesses need are so

very different.

I think if I had to wrap all that together I’d say the

reason is because small businesses are the life blood of most

economies. We feel like it gives people the ability to go out

and to just own and create which is a beautiful process to be in

the middle of and frankly, it’s a lot funner, I think, to serve

small businesses. When we can go and help a small business owner

grow their business and they go from X to doubling or tripling

that business, the amount of satisfaction and joy that they have

is so much, for some reason, I shouldn’t say for some reason. I

know why, but it is way higher than taking, for example, a

manager in a mid-market company and providing them with software

that helps make their life a little bit easier.

We’re connected to the whole livelihood of the business owners and

for a lot of people that’s scary. They want to run away from

that but I think that’s where all the excitement is. We’ll talk

more later but I think more and more people are starting to

recognize how critical small businesses are to our economy and

are recognizing the tool sets that they need. Small businesses

need a very specific set of tools, not just a watered down

version of what a larger company needs. In a lot of ways, they

need a more powerful solution because they don’t have time to

think about, they’re already wearing five hats. They need

solutions that work for them not cause them to have to go

outside of what they’re already struggling with to go create

success.

Trent: I couldn’t agree more. I’ve been a small business owner myself

for 14 years now and that’s really why I started Bright Ideas

because I learned so much in my first couple of years online,

about online marketing, something I knew really nothing about

when I ran Dyrand, my old company. I thought, “Man, there’s so

many people that need to know about this stuff.” It’s been just

an absolute thrill to have the privilege of being able to have

people like you and all the other smart guests on the show

because I get wonderful emails from business owners all the

time, almost daily, saying, “Thank you.” That puts a big smile

on my face.

Scott: I think it’s funny because most business owners, actually none

are required to have any degrees, per se, to start their company

and I like to say they don’t come out, entrepreneurs don’t come

out of the womb in their business really understanding all of

the concepts. There’s a lot of stuff to figure out. How do I

have enough capital to do what I need to do? How do I hire the

right people? How do I build the sales and marketing plan? What

tools do I need to be able to accomplish this? There’s just a

lot of stuff that you have to figure out.

I love that you’re out educating the small businesses because I think

that’s a critical component. I think, as much as I’d like to

think that software’s the only solution and that solves all the

problems, I don’t think it does. I think it’s actually the

education teaching small business owners that really solves a

need that they have.

Trent: That is a wonderful segue for my next question. One of the

things that I think I did a poor job of back when I started my

old business that I got really focused on when I started Bright

Ideas was defining a target market. Really getting specific

about, “Who am I creating this stuff for?” Because if you’re

just going to try and create for everybody you won’t resonate

enough with anybody and it’s very difficult to get traction. Can

you talk, did you guys in the early days of Infusionsoft, at

some point you must have said, “We really need to define who

we’re going after, at least initially.” Can you talk a little

bit about the importance of that and how you did that?

Scott: You bet. For us this has been one of the most challenging

things to solve. There’s a lot of things going on when you’re

trying to identify your target market. One of those is you’re

fighting your natural tendency to expand what you do to meet

everybody’s needs, which I think you said it accurately, when

you do that you really can’t solve anybody’s needs well. There’s

that going on.

We had some interesting challenges because we’re providing all-in-one

sales and marketing software which, in most business owners’

minds there actually are four or five different software

products that exist out there that we’re trying to combine into

one. Our message, we’ve struggled to keep our message simple and

to keep it accurate for people.

We started and we were kind of, we positioned ourselves as small

business CRM software. A lot of the business owners didn’t even

really know what CRM software was even though that was kind of a

big movement. We’ve toyed around with what are we? Are we

marketing automation software, so there’s, when it comes to

positioning, half of it is trying to be able to describe

yourself to your market and the other half is being clear on who

it is that you’re actually going after.

I think, I just can’t emphasize or add my support to what you’re

saying enough, that as the business owner, you’ve got to be

really clear and the approach that works the best is to get

extremely specific first and I have found that when people get

extremely specifically then their ability to grow their target

market increases over time. When you nail it for one, you’ll

create natural segues for other specific target customers but

when you try to just go for everybody, you sound like everybody

else. You’re a watered down nothing and you’ve got to stay

focused. You’ve got to be very clear.

A good exercise, Trent, that I found is that you need to be really

clear as a business owner about who are these people you’re

targeting and what questions do those people have? What are the

things that keep them up at night?

You’ve taught a lot about lifecycle marketing and it’s a helpful

exercise to ask yourself what questions are going through the

mind of my prospect through each phase of my customer lifecycle?

For example, in my case, I might ask myself the question, “Let’s

think about what are small business owners thinking about as it

relates to software before they ever enter our customer

lifecycle? What are the questions that they have?” That might be

things like, “How can I build a sales and marketing plan that’s

going to work? How do I know when I spend marketing dollars,

that it’s going to be on a marketing program that’s going to

actually deliver customers to me?”

Then once they engage with us in our sales process, there’s a whole

new set of questions that come about. “Can I actually use

software? Maybe I’m not very technical and so,” can you hear me

right now, Trent?

Trent: Yes. I can hear you just fine.

Scott: My machine just said there might be a connection problem.

Anyway, if you can become an expert at the questions that your

target market is asking, you will be able to create really

powerful marketing that just is there when they reach for

questions, you can be there to answer them and to establish

yourself in a position where you’re going to win the business.

Trent: For the folks who maybe are newer to Bright Ideas, I want to

mention another interview that I did that we really go into

depth on this topic and that is an interview with a fellow by

the name of Marcus Sheridan. If you go to BrightIdeas.co/27,

it’ll take you directly to that interview. Marcus has a company

called River Pools and Spas and got really good at figuring out

what questions people were asking and then blogging about the

answers to those. Go check out that interview to learn more on

that.

The other thing I wanted to mention, there’s also an article, if you

go to BrightIdeas.co and on the navigation bar, if you go to the

Lifecycle Marketing Guide, there is, it’s divided into seven

sections, if memory serves me correctly. There is an article in

one of those sections that really goes deep into, again, how to

pick your target, How and Why to Pick Your Audience, is actually

the title of the article. It just makes such a huge difference.

My experience with Bright Ideas, I decided that I wanted to get

really focused on marketing agencies and it took me a little

while to do that but if I didn’t do it, I definitely would not

be experiencing the speed of the traction that I’m experiencing

as a result of that. If you haven’t done that yet in your

business, cannot emphasize enough how important that is for you

to do.

Let me go back to my list of questions here and find out where we

want to go to next. A lot of times early on in a business, not a

lot of times, all the time early on in a business we, the

entrepreneur, experience setbacks. Setbacks can be horrible at

the time but in hindsight they can also turn out to be some of

your most wonderful opportunities for discovery. I’m sure,

Scott, that you have many examples of setbacks. I’m interested,

would you bring one up, speak about it and then I want to ask a

couple of follow up questions.

Scott: You bet. Let me just enter a little point here too. Clayton and

I, Clayt, by the way is one of the other co-founders of the

company. We brought him on shortly after Eric and I started this

software company and he and I wrote a book called “Conquer the

Chaos” and this is, we hit really heavily on the mindset that

entrepreneurs need to have when they start their company.

We talk about emotional capital, which is kind of the emotional bank

account that you have and the need for entrepreneurs to be

always adding to that bank account and be very aware of what’s

going on inside your head and we also talk about the concept of

disciplined optimism which is that you are looking at, you’re

willing to look at the facts that surround your current reality

as ugly as they might be but you’re combing that with a

determination that you’re going to succeed and a lot of people

look at that and they feel like you’re just naive to think that

you can be staring that nasty situation in the face but moving

forward. We found that that is one of the keys to

entrepreneurship.

I’ll go back maybe to one of the early dark days. I’ll start there. I

remember when Clayt, my business partner, his wife, who happens

to be my sister, so we recruited my brother-in-law Clayt to come

be in the company and I guess we weren’t fooling [Cherise] and

one day she said to Clayt, “Clayt, this is it, man. Go out today

and find a real job. We’re done with this whole small business

thing.” Clayt came into work with his tail between his legs and

he said, “I’m so screwed because I’m not going to go out looking

for something but I know that Cherise is expecting that of me.”

The reason is because we had just, this was in one of these really

difficult times where we just weren’t bringing in the income and

it was a really difficult thing. Luckily, when Clayt walked in

that afternoon ready to have a little talking to, Cherise met

him at the door and said, “Clayt, I’ve really spent some time

thinking and praying about this and I feel like everything is

going to be okay.” He said, “Good because I haven’t found a job

and I didn’t even go looking.” I’m really glad that he didn’t

but in that case it was flat out a sales and marketing

challenge. We just weren’t bringing in enough business to

accomplish what we needed to.

One of the things that we did in our company was actually, we had the

really great privilege of, kind of toward the end of our custom

software days we found a marketing coach who became a custom

software client. His name is [Reid Hoisington] and Reid taught

mortgage professionals how to be better marketers. Through the

process of serving him as a custom client, he was actually the

key to helping us transition to a product based business instead

of custom software. Part of it was because he was sick of paying

us custom software fees but he took us to these, he said, “Come

to my marketing seminar and I’ll let you get up on stage, you

can sell your software to all of my customers who need it

because I’m trying to teach them these marketing principles, how

to capture leads and how to follow up and nobody’s doing

anything because they don’t have the right tools.”

We said, “Great. We’ll come.” We went to there and we sold the

software. Well as we started going to these marketing seminars,

Reid ended up suggesting that we go to some other folks

marketing seminars, some other marketing coaches. We would go to

these places. We’d help the marketing coach get their business

in line and then we’d go sell at their events. While were doing

that we’re sitting out in the audience taking notes. We’re just

kind of like dumb software developers and we’re like, “Man, that

is a great idea.” We’re hearing all these speakers at these

marketing seminars stand up and talk about a lot of the stuff we

teach in lifecycle marketing. Here’s how you capture leads. Here

are some examples of how you could follow up with those people.

Here’s how you create a compelling offer. Here’s how you could

close the deal.

We had this bright idea one day that maybe we could actually use some

of these marketing principles on our own business. It was just

like the big duh moment of the century. We started to actually

implement this stuff. I’m giving you the solution to the really

difficult challenge that we had and so what we did is we created

our very first educational lead magnet and it was called Six

Secrets to Your Mortgage Marketing Success, or something like

that. Then there was just this thing we would offer that would

teach people. We taught them about the fundamentals of marketing

in a mortgage business.

It was amazing. I remember the day when Clayt walked into the room

where Eric and I were in there doing programming or taking

customer calls or something and he’s like, Clayt was our sales

person at the time, he’s like, “Guys, we are onto something.

This stuff actually works.” What had happened was he got a

string of calls back from people who we had put on to this

automatic drip nurture sequence. We send out this educational

information. We started following up. “Just following up. Did

you get the free report that we sent you? What did you think? Do

you have any questions I can answer?” Then a few follow-ups.

Clayt would get people calling back and saying, “Thank you so much

for following up. I think I’m ready to go.” These are people he

hadn’t talked to before. These were people that had requested

the information, received the education, and by the way, this

education was answering the questions that were going on in the

heads of these mortgage professionals and he was just on fire.

We call that our Infusionsoft moment and a lot of our customers,

they go through that exact same process where they start sending

out these follow-up things, based on some formulas that we

provide them and stuff happens.

I would say that the key when you have setbacks is number one, that

you’ve got to be emotionally strong and you’ve got to be really

clear and aware about what’s going on inside your head. If you

can’t control your thoughts as an entrepreneur, you are screwed.

If you’re the type of person who comes in and is tossed about by

every little thing that happens and you can’t go to that place

where you ground yourself, you’re going to have a really

difficult time. There is always going to be pressure on you as

the business owner that you have to learn how to accept. You

can’t go and blow up your employees because you’re having a bad

day. You can’t get depressed and get down. The job of the leader

of a small business is to help create the vision and maintain

that vision and that takes stability of mind.

Then, I think you’ve got to just learn. Learn the principles and the

practices that are going to create success. In our case we had a

sales and marketing problem and we learned and then implemented

something and sometimes that implementation can be challenging

because you have so many hats to wear but I would say strong

emotional stability combined with learning and executing the

stuff that you’re learning, that’s one example. Maybe I blabbed

on too much with that example but that’s what came to mind.

Trent: Give us two ways that you think that, two tactics, strategies

for emotional strength. Call it your mind workout. You go to the

gym, you pick up the dumb bells and you work out your muscles.

Your mind is another muscle. You’ve got to keep it strong.

[inaudible 33:04]

Scott: Fantastic. One thing I’ve noticed is that reading, reading is a

phenomenal tool to create raw material in your mind that just

keeps your mind active and alert. I didn’t really read a lot

before I met Clayt and Clayt and Eric and I, we started to read

books at the same time and we would talk about them. I just

think, that gives you the ability both to have the education

coming to you as well as providing you with new insights and

you’re able to hear successes of other people. I would encourage

that. That’s a really important part of mental make up and

develop some opinions. You don’t have to love everything you

read but be aware of what’s out there.

The second thing is I actually find that master mind groups is a

really powerful concept that helped us. When we started to find

like minded people that we could be accountable to, it really

helped. Most business owners, it makes sense. They’re out on

their own, so to speak. Sometimes family members don’t

understand them. The people around them don’t. Their employees

may not understand them and it takes connecting with another

entrepreneur that sometimes can just shake you, grab your

shoulders and look you in the eye and say, “Dude, wake up.

You’re thinking about this the wrong way. You’re acting like a

victim.”

I think those two things are just really critical and I’ll give you a

little third one, just because I think it’s important. That is

as hard as it is, you have to spend time in what I would call

meditating and planning, which is you just, you stop the madness

and you get away and it might start out as a couple of hours but

I think it should grow into maybe a day a quarter where you just

let things, just let the busyness go on. Pretend like you’re

sick. For some reason we’re always okay doing this when we’re

deathly sick but we don’t ever create the time proactively.

I’m suggesting that we intentionally create a space were we can just

stop and think and we’ve developed a strategic planning

methodology here that allows us to, we have seven exercises

where we go through, “What are the accomplishments we’ve made in

the recent period? What are our lessons learned? What are our

strengths? What are we really good at? Or our weaknesses, what

are the opportunities, what are the threats?” We go through

exercises like this just to evaluate what’s going on but do it

from a place where I’m not hurried and I’m not rushed and I can

sit down and create a plan for moving forward that I feel

confidence in.

A lot of times that those emotional challenges come because you just

feel the chaos looming or just crushing in on us and you just

need to just ease that up and go spend some time thinking and

you’ll be amazed at how much insight will come to you when you

think about that in an intentional way.

Trent: That was great. You guys are starting to share what you’re

doing with that strategic planning, are you not? I think you

have a name for that and maybe if you do, maybe you could give a

URL if people want more info.

Scott: That’s great. We have, actually it was something that Clayt and

I talked about wanting to do for a long time. We had kind of the

best practices we had used to build our company and we realize

that most business owners want to have those same, they want to

understand how we do our strategy planning and how we do, how we

build our culture and so we created what we call the Elite Forum

and it’s that exact, it’s with that exact purpose is to help

business owners understand what they need to do. Let’s see, I

should know where that is right off the top of my head. I think

if . . .

Trent: You can get it to me after.

Scott: I think it’s actually just Infusionsoft.com/eliteforum, but let

me, yes. That’s exactly what it is. Infusionsoft.com/eliteforum.

Trent: For those of you who are listening in your cars, don’t worry.

At the end of this episode I’m going to give you a way that you

can just send a text and you’ll get all the information. You’ll

get linked to the show notes for this episode and so forth, so

just stay tuned because everything that we mentioned, books,

links and all that will be in the show notes.

I want to mention a couple of things. There’s a book called “Double,

Double,” which is written by the guy who is COO of a company

called 1-800 Got Junk, which is a very impressive growth story

in itself. It’s a book that I’m going through right now and he

talks a lot about creating this painted picture. If this is

something that, what Scott and I’ve just talked about that

resonates with you, either check out the Elite Forum and/or

check out this book called “Double, Double.”

Bright Ideas actually has a master mind group for marketing agency

consultants and marketing agency owners. If you want more

details on that just email me directly, trent@brightideas.co and

I will get you a link to the page. I just can’t remember it off

the top of my head and if I go searching for it I will get

distracted from leading [sounds like], this interview so I don’t

want to do that.

Those are a couple of very good strategies. One more that I wanted to

add and this is why I’m a podcast producer, listen to podcasts.

I, when I’m having those challenging times, I want to listen to

inspirational stories from other entrepreneurs who have overcome

adversity because it makes me feel like, “The challenge that I’m

dealing with maybe isn’t quite so bad after all,” especially if

I’m able to hear the story of somebody who overcame something

more challenging than I did. The beauty of that is you can

listen while you’re walking, running, exercising, driving, what

have you, which is hard to do with a book.

I want to shift gears now, if we can, Scott because I know we only

have 20 minutes left. Business owners, I think, as a whole, I

don’t think there’s anybody out there who would disagree that

they could always use more customers, more leads and more

customers. You mentioned early in our conversation that you guys

had a sales and marketing problem. I think that that’s probably

the number one problem in almost every small business on the

planet. How does lifecycle marketing, and Infusionsoft is built

to support lifecycle marketing, so let’s talk about lifecycle

marketing. What are some of the things that people should be

doing to overcome that, “I don’t have enough new customers on a

regular enough basis,” problem?

Scott: Well first I’ll totally agree with you. I think sales and

marketing is, it’s interesting how connected it is to, I think,

the core challenge that everybody recognizes and that is, think

about one of the key problems small business owner’s face is

they wear so many hats. You go to start a company, you have

visions of more freedom, more time freedom, more financial

freedom, etc. and what ends up happening is you get into this

business and it feels like the business is owning you. You feel

like you’ve got a job and the job is hard, and I think a lot of

that comes because the business owners don’t have the revenue

that they need to hire the people to do what needs to be done.

It’s always, there’s always a battle.

If I’m going to spend my, some of my profits to go hire an employee,

that’s literally taking away from my take home pay and so I

have found that in most cases the answer is that the sales and

marketing part of the business needs to be amplified. Think

about it this way, is there any problem that a small business

owner has that cant’ be solved with more revenue and more

customers? When you have the revenue and you have the capital

and you have the customers and stability there, you can solve

all the other problems. The one that seems to be most

intimidating is getting the customers. I’m totally with you on

that.

Lifecycle marketing is a concept that I think represents a new

approach for small businesses. Most small businesses, when they

think about their sales, they think about it more like a hunter

where they wake up in the morning and realize, “I’m hungry. I’m

going to go out and I’m going to perform some kind of low

hanging fruit activities that allow me to get a customer.” In

our analogy that might represent the person waking up and going

out and finding the next deer and shooting it and pulling it

back and eating for awhile. Then it all, the cycle just repeats

itself and there’s always the next hunt that you have to go on

and you have to always be out chasing and chasing.

Lifecycle marketing kind of flips that on its head and it celebrates

one of the best inventions that’s known to mankind which is the

fence. It’s this idea that the hunter can go from having to be

out there at the mercy of the herd following that person around

to bringing livestock and plants and so forth into their fence

where they have control over that. They now go into a harvest

mode and yes, it takes planning and it takes work and it takes

foresight but it flips everything around. It creates a stability

of life for a farmer, for example, that just doesn’t exist when

you’re living the hunter lifestyle.

The way that we do that with lifecycle marketing is we take our

business and instead of just thinking about it very

monolithically and just saying, “We either don’t have enough

sales or we do,” we actually break the entire experience that

our customers have with us up into seven distinct phases and

that’s why we call it the lifecycle. Just like a plant or a crop

has a lifecycle, customers in our businesses have a lifecycle,

so our seven phases of customer lifecycle, and I know that you

teach this, Trent, but just for the sake of those who aren’t as

exposed to it, we start out by attracting traffic. When we’ve

got somebody’s attention, maybe they’re on our website or maybe

they’re in our store or at our booth, then we want to make sure

we capture the lead. We’ve got to get the people’s information

in exchange for something that we’re offering to them so that we

have the ability to follow up if we want to.

A lot of people have websites or telephone lines or trade show booths

where you have a lot of people coming up to it, visiting your

site, calling on the phone and if they’re not ready to buy

today, they walk away and they’re gone. Again, it’s more like

we’re at the mercy of, if they come back that would be great but

in reality, most of them won’t come back. We teach people to

capture leads.

Then we have some very systematic ways that people can follow up and

nurture prospects. That’s the third phase where the businesses

reach out and provide valuable information to nurture the

relationship so when that person who wasn’t ready to buy before

is ready to buy, we’re the people that are at the top of mind

for them.

Then we actually go and we have different strategies for converting

the sale, so when people indicate that their interest is high

and that they’re a hot lead, so to speak, then we have the

process in place to convert those leads into customers, whether

you’re doing that online or with sales people or just through,

kind of, promotions that you run in your business, there’s

systematic ways. I won’t go through all the details but after

that we make sure we are delivering and satisfying and really

wowing every single customer that comes through the door so that

we can get upsells and so that we can get referrals from our

customers.

I found that when business owners, when the light clicks on and they

realize how much opportunity is sitting there in the business,

it’s awesome to see. For some people, it can feel a little bit

overwhelming. They’re like, “I have a hard time thinking about

my business as it is. You want me to think about all seven

phases?” Well, the goal is not that you go focus on fixing

every single place of opportunity in your business. I think

lifecycle marketing provides a framework where you can go and

identify the next most important thing. For some people, they

already have traffic coming to their website, they need to focus

on capturing more leads. In other cases, people already have a

decent customer base, they need to focus on upselling their

existing customers, not necessarily going out and trying to get

a bunch more leads to the top of the funnel.

Lifecycle marketing provides this new framework for the business

owner to think about building a harvest based business where the

sales and customers are flowing to them and really it comes down

to them being in control. Infusionsoft, our software solution

exists, it really is the only software solution built for small

businesses to manage the entire lifecycle marketing process all

the way from attracting the interest. We just acquired a company

called Grow Social that lets companies create really cool social

media attraction campaigns. Then we have tools that allow the

business owner to capture leads and put all those leads right

into a database that allows them to be really well organized.

Then from there we can, you can initiate automatic drip follow-

up systems using some of our different formulas and that drip

follow-up gets people to bubble up and we have methods that help

you to convert those sales.

We’ve basically taken all of the different phases of customer

lifecycle, all the way from the very first time you hear about

somebody to the time they become a customer, until after they

become a customer, all the follow-up and nurturing we do there

and the collection of referrals and we’ve, I guess to further

the analogy, we kind of created the John Deere tractor that

allows somebody who wants to go to this new harvest based sales

and marketing to do it without having to spend their energy out

on their hands and knees. We allow it to happen automatically.

Trent: That it does for folks who maybe aren’t terribly familiar with

Bright Ideas just yet, if this is your first exposure, make

sure that you go to BrightIdeas.co and you have a look at the

lifecycle marketing guide because in that guide, and you can see

it right up on the Nav bar, you will see an extensive library of

content for each of those seven phases that Scott just talked

about. I have interviewed almost all, and soon it will be all,

of the Infusionsoft ultimate marketers and these are folks who

run businesses, everything from selling collectible trains to

music training to athletic wear to a bed and breakfast in

Champagne, France and they are all sharing on these interviews

how they embraced lifecycle marketing to achieve unbelievable

results in their businesses.

An interview that was just published with a guy by the name of Dustin

Burleson has built an unbelievably successful orthodontics

clinic as a result of his embracing lifecycle marketing and

Infusionsoft. Make sure, it’s all free. You can download it on

your phone, listen to it in the car. There’s just so many golden

nuggets in all of those interviews that you’re absolutely going

to love it.

I want to, we’re running out of time, so we’ve got a couple of things

here, Scott, that we’re going to talk about before we close out.

Is there, for anyone who hasn’t yet heard any of those success

stories, is there one that stands out in your mind that you

briefly would like to talk about? Maybe three, four minutes,

five minutes.

Scott: That’s a really tough question because we have so many

different, I’m going to actually, I’ll give you a little micro

versions of three of them and I’ll do it, probably in three

minutes [inaudible 49:06]

Trent: Perfect.

Scott: I really have, you mentioned our Ultimate Marketer Contest.

That’s something that we do every year at our annual user

conference which is to celebrate a business that’s kind of gone

above and beyond with their marketing. What I love about

watching that is seeing example after example of people who have

created their own version of success.

One of the gentlemen that won the Ultimate Marketer Award very early

on, Jermaine Griggs with Hear and Play Music, he cared a lot

about creating a business that was just turnkey without him

being in the business. He teaches people how to basically hear

music and play it and so I loved hearing his story where he

talked about all the different elements of places where he was

having to spend time that he could just completely automate and

he kind of built this whole turnkey business model to the point

where now he kind of has to figure out what to do with his time

because the system is on auto pilot, and that was really

important for him.

Another one of the contestants, Jeanette Gleason her story was

awesome for me because she and her husband were spending a lot

of money in these marketing programs that they just didn’t feel

like were producing results. I’m sure some of your listeners

have felt that experience before. In their case they were doing

really expensive dinners to try to woo clients and realized,

“This is stupid. Nobody’s really buying. They’re just coming for

free dinners.” She found out about lifecycle marketing, started

to gradually implement different components of it, and for her

it was really about kind of saving her husband’s business.

She was a stay at home mom and finally he said, “You’ve got to come

in and help me figure this stuff out.” She came in feeling

pretty nervous. Not technical at all and really grasped onto

lifecycle marketing and they put some really cool stuff in place

in their business. For them it was really just about re-

establishing the confidence in their business and in their

business model. Today, Jeanette is actually teaching other

financial planners, that’s the business they’re in, about how to

have successful marketing campaigns.

Trent: Let me, I’m sorry. Let me interrupt real quickly. You can hear

an interview with Jeanette if you go to BrightIdeas.co/#11 and

you’ll see how they cut their spend by 90 percent while they

tripled their revenue.

Scott: Who wouldn’t want to do that. That’s awesome. I love hearing

those stories. Then The Rocket Company, they were one of our

presenters this year and they shared their story about how they

took their business from, I think it was just over a couple

hundred thousand in revenue all the way up to two million in

revenue. For them, that was just, they’re really passionate

about their product. These guys are in the business of helping,

it’s kind of funny, they say, “We help preachers to stop giving

boring sermons.” They’re out servicing the market of churches

and they just shared their passion for the work that they do and

how implementing lifecycle marketing and automation for them is

now enabling them to reach more of their target customers, more

of these churches and just to really change their world.

The cool thing is, regardless of what your version or definition of

success is, whether it’s time you want to reclaim or revenue you

want to create or impact or confidence, when you follow the

principles of lifecycle marketing and specifically, I think,

when you can use Infusionsoft, I think for some of your

listeners Infusionsoft would be a great solution, I feel like

you can create your version of success. That’s what’s exciting

for me is that that vision people have for success can be

realized.

Trent: That’s exactly what I’m trying to do in my own business as well

and I’m using Infusionsoft to help me do that. By the way, in

the Lifecycle Marketing Guide on BrightIdeas.co, I am creating

an every increasing library of videos that show how I’m actually

using Infusionsoft in my business.

Scott: Very cool.

Trent: If you haven’t seen any of that stuff, like the guy that I

talked to this morning that I mentioned very briefly at the

beginning of our interview, he’d never actually, he’d heard

about Infusionsoft but he’d never actually seen it and I said,

“Do you want me to do a screen share with you?” He’s like, “Yes.

If you don’t mind.” I did about ten minutes and I showed him

lead scoring. I showed him my engagement campaign, my sales

funnel, my long term nurture, the automated how I register free

people for webinars and then how people get on my show as a

guest and how that’s all automated and he just, I could see him

just going, “Holy cow.” He says, “I had no idea that you could

do this much stuff.” He says, “I thought it was like an email

program.” I think that that is not entirely uncommon for when

people see it. It’s hard to grasp something, the power of

something until you’ve really seen it. Come and check out those

free videos and hopefully you’ll get as excited as this

individual did.

Scott: I love that you’re doing that and I would just encourage the

listeners, when you’re watching that, the temptation is to say,

“That person’s business, Trent’s business is a little different

than mines. Maybe that doesn’t apply.” If you fight that urge,

you will find application and ask yourself the question, “How

can I apply this to my business? What area of my business can I

use a strategy like this?” I think you’ll find that to be a much

more successful line of thinking.

Trent: I don’t think there’s most any, I mean, I think about this

stuff a lot. If somebody came to me and said, “I have a dry

cleaner, could you make me run better with Infusionsoft?” I’d be

willing to bet I probably could. I’m not even an Infusionsoft

consultant so please don’t email me to, but I can refer you to

one if you’re listening to this and you want one. I don’t think

that there is a business around that could not be improved

through marketing automation and Infusionsoft is a great tool

for that.

Let’s wrap up with a little view into the future. What do you see

coming next for small businesses and then we’ll go into, that’s

my last question before we go into the Lightning Round, which is

just a couple of quick ones that I always like to ask.

Scott: Well I think, the Goldman Sachs investment to me was kind of a

symbol and yes, I think it was significant for us to have

confirmation from a really well established company, but I think

even more importantly is that Goldman Sachs and others are, they

realize that the small business market is massive and that

excites me because we’ve been here with our feet cemented hard

into this small business space, helping small businesses succeed

but a lot of people don’t see the vision. I think they’re just

not willing to really understand small businesses.

You can imagine, a lot of businesses, large companies, who have

executives and so forth that have never been through what it

takes to be a small business, it’s hard for them to really catch

the vision but I think people are starting to catch the vision

for small business and that’s exciting to me. That means there’s

going to be more companies being, more companies who serve small

businesses being funded. More people who care and are willing to

go and create solutions for the small businesses. I think it’s a

really exciting time and I think that the technology

advancements that we can provide small businesses give them an

outsized advantage where they can start to look like a big

company and do the things that in the past were limited to only

big companies with massive budgets. I think it’s a really

exciting time to be a small business owner.

Trent: I couldn’t agree more. A couple of episodes from now I’m going

to be interviewing a guy by the name of Dan Norris, he runs a

site or a company called Inform.ly. He’s put, as you’ll hear in

the interview, only about $10,000 into building his software

application and his results, they’re modest at this point and

time. He only started actually selling this stuff a couple of

months ago and he’s up around $700 a month in recurring revenue

and it’s growing every month. He’s adding customers regularly.

The really cool thing is that business model has so much scale.

My old roommate years ago, I watched him do a similar thing and now

his business generates $100,000 a month and there’s two guys.

Two guys. There’s not even an office. Imagine the profit margins

of that much revenue coming in. It’s so incredibly cheap to

start a business now, 2001 when I started my other company, not

so much. It took a lot more. A lot more. I was many hundreds of

thousands of dollars in debt and that was not a lot of fun. If

you’re thinking about it, there has never been a better time to

go out and create a business and change your life.

Here we are in the lightning round, Scott. What are you most excited

about for 2013?

Scott: I feel like this is a game show. Just kidding. 2013, well one

of the things that we announced at our last user conference was

that we are, we’ve created a marketplace for campaign templates,

so it’s interesting that you brought this up but just as you are

working with the gentleman on the call or your friend, and

helping him to see a really specific concrete example of a

marketing campaign.

I’m excited because we’re unleashing a new round of, kind of a new

era where we provide business owners campaign templates which is

just something that’s already a proven strategy and all they

have to do is install that campaign template, go change it so

that it matches their branding and their company and make sure

that the wording works well and all that, but I’m real excited

about that. I think anything we can do to make life easier for

the small business owners, to me is the way of the future. It’s

really where all of our focus is. Totally pumped about that.

Trent: On that note, if you run, if you’re a marketing consultant or

you run a marketing agency and you’re thinking that you would

like to become an Infusionsoft user, if you use my affiliate

link, and they’re all over, there’s ads on the site, I have

built a specific nurturing funnel, webinar, the whole thing, a

year’s worth of content for your business and you get a copy of

all of those campaigns and all of those emails and everything

for free if you decide to use my Infusion link to become, sorry,

my affiliate link to become an Infusionsoft partner. It will

save you a ton of time and then you can go in and customize it

and tweak it and do whatever you do but there’s a year’s worth

of content there for you. Last question then, what is your

favorite business book?

Scott: That’s not a very fair question. A lot of books out there. I

think, I don’t know if [inaudible 01:00:04] is a business book

but one of my multiple reads that I really love is called “Made

to Stick” and it’s essentially a book about how to create ideas

that can be easily transferred from one person to another. The

reason I bring that up in this context is I think that every

business owner, they’re in the business of persuasion and

whether it’s creating ideas that need to work with your

employees or your vendors or partners or customers, I just think

that’s a really critical element to life and I like the way that

those guys talk about creating ideas that are sticky.

Another one I really like is “Banker to the Poor,” that was one that

Michael Gerber turned me on to. It tells the story of Muhammad

Yunus who created micro-financing and I love just, I love

watching him just intentionally go after his vision and not stop

at anything and just pound and pound until he figured out the

system that would work. Really inspiring.

Trent: Terrific. Thank you for sharing that and Scott, thank you so

much for making the time to be a guest on the show. I have

thoroughly enjoyed the interview and I hope the audience feels

the same. If you have questions for me or for Scott, when you

see the post, there’s comments at the bottom. Go ahead and leave

your comments and questions there and I’ll make sure that both

of us are notified of that.

Scott: Trent, thanks for having me, man. That was fun. I love talking

about this stuff and I appreciate you taking the time to have

the conversation.

Trent: No problem at all. You’re welcome to come back at any time.

Take care.

Scott: Have a good one.

Trent: To get to the show notes from today’s episode, head over to

BrightIdeas.co/60 and when you’re there you’ll see all the links

that we’ve talked about today plus some other valuable goodies

that you can use to ignite more growth in your business. If

you’re listening to this on your mobile phone, just text Trent

to 585858 and I’ll give you access to the massive traffic

toolbox which is a compilation of all of the very best traffic

generation strategies shared with my by my many proven experts

that have been guests here on the show.

As well, you’re going to get a list of what I feel are the very best

interviews that I’ve ever recorded and you’ll also get an invite

to my upcoming webinar on lifecycle marketing that I mentioned.

Finally, if you really enjoyed this episode, please head over to

BrightIdeas.co/love where you’ll find a link to leave us a

rating in iTunes and I would really appreciate it if you would

do that. It helps the show to increase its audience the more

feedback that we get. There’s also a pre-populated tweet there

so all you have to do is click the tweet button if you like what

I’ve written and if you don’t like it you can just click the

tweet button and type something else, if you’d like.

That’s it for this episode. I’m your host Trent Dyrsmid. I look

forward to seeing you in the next episode. Take care and have a

wonderful day.

Recording: Thanks very much for listening to the Bright Ideas Podcast.

Check us out on the web at BrightIdeas.co.

About Scott Martineau

scott-martineau-onScott’s mission is to solve the challenges small businesses face in marketing their products and services. He leads the Demand Generation team and oversees marketing activities that drive new prospects and customers for Infusionsoft. His own entrepreneurial experiences and his understanding of what small businesses need enable him to continually evolve our software in innovative and successful ways.

Scott holds a Bachelor of Science in Computer Information Systems from Arizona State University.

[xyz-ihs snippet=”InfusionsoftCTA”]

Online Payment Processing Demystified with Brad Weimert

If you sell, or plan to sell information products online, there are some things about online payment processing that you need to be aware of.

For example, did you know that the credit card companies consider information products to be high risk? Did you know that a merchant account provider can keep your money for as long as 18 months? If you were to lose your merchant account during a product launch, do you have a back up plan?

In this episode of the Bright Ideas podcast, my guest is Brad Weimert, founder of Easy Pay Direct, an online payment processing company focused on helping information marketers to keep their payments flowing.

When you listen to this interview, you are going to learn:

  • some of the most common problems that information marketers face when it comes to receiving online payments, and how to prevent them
  • what you can do to avoid having your merchant account shut down
  • if your merchant provider puts a reserve on your funds, what steps you can take to get the money released as soon as possible
  • why free trials for information products are becoming nearly impossible
  • the difference between shopping cart software, a payment processor and a merchant account

..And so much more!

More About This Episode

The Bright Ideas podcast is the podcast for business owners and marketers who want to discover how to use online marketing and sales automation tactics to massively grow their business.

It’s designed to help marketing agencies and small business owners discover which online marketing strategies are working most effectively today – all from the mouths of expert entrepreneurs who are already making it big.

Listen Now

Leave some feedback:

Connect with Trent Dyrsmid:

About Brad Weimert

DSC_0176Brad Weimert is founder of Easy Pay Direct, which he established in order to make easy to use, discounted merchant services available for retail and online merchants.

 

 

 

An Interview with Laura Ries On How to Create a Visual Hammer

In her father Al Ries’ legendary marketing book, Positioning, Al talked about the importance of owning a word in your prospect’s mind.

Trouble is, humans are visual, so most often we need some kind of image to help us get to the word.

For example, what do you think of when I say Geico, Afflack, or Twitter? I’ll bet you just thought of a gecko, a duck, and a little blue bird, didn’t you?

My guest on the show today is Laura Ries, author of several marketing books (the latest of which is Visual Hammer) and co-founder of the consulting firm Ries & Ries (along with her father, Al Ries). Laura has appeared on CNN, Fox News, CNBC, CNN Headline, to name just a few.

In this interview, you are going to hear Laura and I talk about:

  • her new book Visual Hammer
  • what a visual hammer is and why it’s important
  • how to create your own hammer
  • how writing books has played a huge role in the growth of their consulting firm
  • her process for writing a book
  • how to use PR to help build your brand
  • why PR has become a replacement for advertising

And so much more…

Links Mentioned

Positioning by Al Ries
The 22 Immutable Laws of Marketing by Al Ries and Jack Trout
Visual Hammer by Laura Ries
Ries Consulting
Zite

More About This Episode

The Bright Ideas podcast is the podcast for business owners and marketers who want to discover how to use online marketing and sales automation tactics to massively grow their business.

It’s designed to help marketing agencies and small business owners discover which online marketing strategies are working most effectively today – all from the mouths of expert entrepreneurs who are already making it big.

Listen Now

Leave some feedback:

Connect with Trent Dyrsmid:

About Laura Ries

Laura 4 (9061)5x7Laura Ries is a leading branding strategist, bestselling author and television personality.

In 1994, Laura founded Ries & Ries with her father and partner Al Ries, the legendary Positioning-pioneer. Together they consult with companies around the world on brand strategy.

With Al, Laura is the co-author of five books on branding that have been worldwide bestsellers. Her first solo book, Visual Hammer was released in March 2012.

Laura is a frequent marketing analyst on major news programs from the O’Reilly Factor to Squawk Box to the Today Show. In addition, Laura writes her own popular blog RiesPieces.com and Twitter feed @lauraries.

Along with her husband and two sons, Laura is a resident of Atlanta, Georgia. Laura enjoys many outdoor activities such as horseback riding, swimming, triathlons, snow skiing.

 

Digital Marketing Strategy: Scott Griggs on How He Used Infusionsoft to Build a $5M Online Business Selling Model Trains

In this episode of the Bright Ideas podcast, my guest is Scott Griggs, founder of trainz.com; a leading online retailer model trains and accessories. After starting out as a model train collector as a child, Scott has grown his business into a thriving $5M a year enterprise and Infusionsoft is playing a huge role in his success. Approximately $4M of that revenue comes from selling used trains that he has acquired from estate sales, widows and a variety of other sources.

When it comes to the “buy side” of Scott’s business, there are a lot of moving parts. However, there is also a great deal of profit potential, so ensuring that his company is able to predictably acquire $4M worth of used inventory each year is incredibly important.

Listen to this interview and you will hear:

  • how Scott has used Infusionsoft to significantly streamline the “buy side” of his business
  • how he finds people with used train collections for sale
  • how he has automated the process so that he rarely loses out on a chance to buy valuable used inventory at wholesale prices
  • how he generates leads for the “sell side” of his business
  • how he uses Infusionsoft to segment these buyers into sub-groups and is able to automatically send them highly customized emails for only the things that each buyer is interested in, at a frequency that the buyer has selected
  • how to use contests to drive more referrals
  • how to use video to increase engagement

..And so much more!

Links Mentioned

More About This Episode

The Bright Ideas podcast is the podcast for business owners and marketers who want to discover how to use online marketing and sales automation tactics to massively grow their business.

It’s designed to help marketing agencies and small business owners discover which online marketing strategies are working most effectively today – all from the mouths of expert entrepreneurs who are already making it big.

Listen Now

Leave some feedback:

Connect with Trent Dyrsmid:


<h2>Transcript</h2>
<div style=”width: 700px; max-width: 100%; height: 500px; border: solid 1px #000000; padding: 5px 5px 5px 5px;”>Trent: Hey there, bright idea hunters. Welcome to the Bright Ideas
Podcast. I’m your host Trent Dyrsmid, and this is the podcast
for marketing agencies and entrepreneurs who want to discover
how to use content marketing and marketing automation to
massively boost their business. My guest on the show today is
Scott Griggs, Founder of Trainz, with a Z, .com, a leading
online retailer of model trains and accessories. After starting
out as a model train collector as a child, Scott has grown his
business into a thriving $5 million a year organization that
employs 28 people.It didn’t start off so very well as you’re going to hear in this
episode, and Scott’s use of InfusionSoft has made a massive
difference in the success of his business. Before we get to that
I’ve got my technology tip as well as a special announcement.My tip for today is something called, and the URL is
express.mogreet.com. What I use this for is you’ll notice at
the end of this episode I’ll say, ‘If you want more, text Trent
to 585858.’ Mogreet is a software that powers that. Why is that
important? If you are wanting to capture leads when people are
on the fly, they have their mobile phone with them, but maybe
they’re not in front of their computer, Mogreet allows you to
get them to text you, whatever word you want, to that number and
you can, in my case I send back a welcome video, and I also send
back some copy, some marketing copy, some words and the link to
a mobile-friendly, opt-in page.Why I do this, of course, is because I want the people who are
listening to my podcast, as they’re driving down the road, to be
able to very easily opt-in to the list. Why would you want to
opt-in to my list? Well, one of the reasons why, as you’ll find
out about my second announcement, a webinar coming up on life
cycle marketing.If you don’t know about life cycle marketing, it’s a topic that you
need to understand if you really want to grow your business,
broken down into seven steps: attract traffic, capture leads,
nurture your leads to become customers, convert them with sales,
deliver your product or service and wow your customers, increase
with, revenue, rather, without sales and cross sales and then
generate more referrals. We’re going to cover all of that in
that webinar. Make sure that you go to BrightIdeas.co if you’re
in front of your computer and you can register yourself. Just
opt-in to the list, is all you need to do and you’ll get a
notification. With that said, let’s transition over to the
interview with Scott. Scott, welcome to the show.Scott: Thank you. Glad to be here.Trent: Scott, for the folks who maybe aren’t familiar with you or your
company, I’ve given, of course, the little introduction at the
beginning of this but it’s always best for them to hear in your
own words who you are and what you do. Could you just very
briefly speak to that?

Scott: My name’s Scott Griggs. My company is Trainz.com, and that’s
Trainz with a Z. We buy and sell model train equipment,
primarily used collectible trains but we also do a fair amount
with new trains as well. We do pretty much all scales and gauges
and 99 plus percent of our business we do online.

Trent: You’ve been in the model train space for a very long time. You
started off, I think as, in your childhood, right?

Scott: Right. When I was 15 I opened my first train business in my
parent’s garage, fixing model trains and small appliances. Did
that all through college and really haven’t stopped since, doing
it one way or another.

Trent: No kidding. What we’re going to talk about in this interview,
because I’ve never interviewed anyone that’s in the train
business before, is that I learned of Scott at InfusionCon,
which is InfusionSoft’s annual event and he had a particularly
interesting story of how he transitioned his business from
several stores and not really making a whole lot of money, and
we’re going to talk a little bit more about that in a minute, to
a very successful online business. And InfusionSoft, from my
understanding, has played a pretty big role in that. Is that
correct?

Scott: Correct.

Trent: Let’s get a little bit of the back story. You went down the
traditional retailer route. You went from your parent’s garage
to, I think you peaked out at three retail locations?

Scott: Right. I went to work in corporate America for 13 years, well,
starting and during that but after about, well, after five years
or so, before I left, I was with General Electric. I had started
the train business in a bigger way, actually my wife started in
a rented flea market booth and then we put it out into a real
retail store.

Trent: Then there was a second one and a third one?

Scott: Then we bought a second, then I left corporate America and had
a 7,500 square foot retail store, then I bought another
competitor’s store, and then I figured the solution to make
things better was to open a third store. That didn’t go so well
and I ended up folding all those into one store and then,
actually went bankrupt in that process and sold the store and
then went back to work in corporate America.

Trent: That does not sound like the American dream.

Scott: That wasn’t too fun.

Trent: The bankruptcy, was that due to that $350,000 inventory
shortage?

Scott: That was the problem. Yes. At the time we were doing the retail
store, I was doing mail order, I was running all over the
country doing train shows, and had three stores and we looked at
every which way of just doing perhaps one store and mail order
or just one store and train shows, and we really just couldn’t
find any way out of the mess that we were in and the best way
was just to shut it down and be done with it. That’s what we
did.

Trent: Not a lot of fun.

Scott: No.

Trent: I want to make sure that the people who are listening to this
have a real compelling reason to keep listening. I always like
to give the conclusion first and then let’s, we’ll back up and
get through the details that got you to that conclusion. Your
business now is pretty successful. It’s all online and how much
revenue are you doing per year?

Scott: About five and a half million.

Trent: This is not just some little rinky dink little business
anymore. You’ve built yourself a really nice company that’s
doing substantial amount of revenue after having a pretty
horrible start to the whole thing. I really want people to
understand because some people listening to this might be near
that bankruptcy phase and that’s not a fun place to be.
Everybody, I’m sure, would like to be at the five and one half
million dollar phase, unless, of course, somebody’s listening to
this and they’re doing more than that.

Your dream kind of went kaplooey. You went back to work for a while
and then you went online. How did you get started? What was the
thinking that went into that and why did you even want to be in
the train business again?

Scott: That was 1997 and I learned of this small company out in
California called eBay. Back in ’97, I mean it wasn’t, that was
the Wild West of eBay big time because there were no automated
tools that, after being in the, in any business or any industry,
I guess, for a long time like I had been with model trains, I
pretty much developed an encyclopedia knowledge of trains and
their values, and I saw what things were selling for on eBay,
and it was just amazing. I knew that I could buy things for less
than that and resell on eBay. That’s what I did about six months
after the train store shut down, I started selling on eBay. I
just didn’t figure that out fast enough while I still had the
store.

Actually, funny story there. I had a guy tell me when I was
struggling with the stores at the very end about eBay. I
couldn’t figure it out and I actually had a price list on the
Internet at the time. It was, kind of, way before e-commerce or
at the very beginning of it because I wasn’t doing that. I
couldn’t figure eBay out by the website so I called them up on
the phone. Can you imagine calling eBay? It’s like, “What do you
guys do? I hear that might be something that I could take
advantage of.” That’s what I did. That’s pretty bad.

Trent: Well 1997, that’s like 9,436 years ago in Internet time.

Scott: Right.

Trent: What year did you start using InfusionSoft?

Scott: That was somewhere five, six years ago, something in that time
frame, I guess. [inaudible 00:10:00]

Trent: You’re an early adopter, man. InfusionSoft is only six and a
half years old.

Scott: That was pretty early in InfusionSoft time too, as far as
trying to figure out how to use their software and configure it,
make it work. At that time, I’ve got an engineering degree and
I’ve done some programming although I’m not really good at it
but at least I understand it. I had a hernia operation, so I was
kind of out of commission for a while and that was a good time
to sit in my recliner and figure out how to set up InfusionSoft.
So that’s what I did.

Trent: For the folks that are listening who listen to that and think,
‘Oh my god, I don’t want to do that.’ InfusionSoft is not like
that anymore. You don’t need to be a programmer or anything
fancy. The interface is all visual. If I can use it, because I
don’t know how to write a line of code to save my life, I think
that most anyone with enough desire can use it.

What was the problem that you were trying to solve when you decided
that, I need to get on board with this InfusionSoft thing?
Granted, back then it wasn’t nearly as capable as it is today
but you’re still using it today so there’s got to be good
reasons for that.

Scott: Right. Actually there were two things. One is the conventional
way to use it and the other is the unique way that we use it and
I’ll probably spend more time talking about that today unless
Trent takes me elsewhere, but two problems I had was, number
one, keeping up with all of the opportunities to buy trains.
Like I said, most of our business is selling collectible trains
and with probably three and a half, four million dollars-worth
of collectible trains that we sold last year, which means I have
to find that many trains.

It’s not like I can just put a purchase order in to some manufacturer
or wholesaler and everything just shows up, and I sell it. I’ve
got to find all this stuff in people’s basements or train stores
that go out of business or whatever. We do a fair amount of
advertising to educate people, ‘If you need to sell your trains,
that’s what we do.’ We didn’t have anywhere near a good process
of keeping up with all that, and since we’ve really got so many
lists coming in everyday, it was just a struggle to keep up with
figuring out what I wanted to offer for this and make the offer.
Then tomorrow, it’s another set of lists and forgot about the
one I did yesterday, or the one I did last month or six months
ago.

I wanted to test out InfusionSoft on that side of the business before
I went to the other side of the business, on the sales side, and
how can I use it like normal people do to get people to come buy
whatever it is on sale [sounds like], and to develop a pool of
prospects and ultimately turn them into customers and then turn
them into better customers as time goes on.

Trent: Very interesting. I do want to dive down that a little bit then
because there’s probably somebody listening to this who is
thinking, ‘I’d like to know a little bit more about that.’ How
you’re using it to find that inventory. Can you explain a little
bit more of how it has made that a more efficient process for
you?

Scott: Absolutely. It’s moving out of spreadsheet world into a real
database driven program to be able to keep track of that. What
we’ve done is we’ve got, the way the process starts and what
InfusionSoft or marketing people call lead magnets is the idea,
‘What do I do to get people interested in me?’ On that side of
the business actually it’s money because what I’m offering is a
pile of cash if you sell me your trains. I’ve got to convince
people that, first I’ve got to have people be able to find me
and then, of course, I’ve got to convince them that we’re the
people that are going to do the best job for you in buying your
trains.

Primarily, what we use is actually Google pay-per-click ads, so
if you search anywhere on the Internet for, ‘I’ve got a train
set to sell,’ I think it’s a pretty safe bet that whatever you
can imagine you can type into Google whether you’ve gone
bankrupt with a train store or you’re an attorney and you’ve got
a client and the lady’s husband’s died and she’s got all these
trains and how am I going to find somebody who’s going to come
in and buy all these, we’ve done the best job we could think of
to make sure we’ve hit all those terms with Google.

Then that takes you to a landing page, basically where we’ve got a
video with Cindy, which is one of the ladies that works here. It
explains how our process works as far as buying your train and
actually coming and picking them up and how all that works.

Then we also, on that page we also offer a free report so that if you
give us your email address and your name and what state you’re
in, we will send you a free report on all of the different ways
that you can explore to sell your model trains. It’s kind of
interesting. In writing that report I kind of figured out myself
that it all boils down to three different things. It’s how much
money do you want to get, how long do you want to wait to get
the money and how much work do you want to do?

Depending on which two of those three that you pick, then our report
says, ‘Well, if you want the most money, and you’re willing to
do all the work, then you got to go sell them on eBay yourself
because that’s probably how you’ll get the most money, if you
want to spend a lot of time doing it. But if you don’t have a
lot of time and need the money quickly, then you need to send us
a list, and we’ll buy them from you, and that’ll be fast and
easy.

It’s kind of interesting. I went through this probably, believe it or
not, ten different ways theoretically that you could go about
selling your collectible trains. We tell you what the pitfalls
and the benefit of each one of those are and three of those
where you just happen to be working with us.

InfusionSoft manages all that. The key there is once somebody fills
out that form and gives us their email address, what we’re doing
is we’re sending them a report on how to sell their trains but
what that tells us is, ‘If you need a report to sell your
trains, guess what? You’ve got trains to sell.’ Then we program
InfusionSoft to send out a series of emails that, ‘We saw you
downloaded our report. Is there anything else that we can help
you with?’ Carly [SP] is our buyer and all emails are signed by
Carly, like she’s sitting there typing them, but, ‘I see you
downloaded a report a week ago and I haven’t heard anything from
you. Is there something I can do to help you?

This goes on forever actually. Pretty much for six months, starting
out, it’s a week and then it’s another week and then it’s two
weeks, then it’s a month and then it’s two months and then they
finally get into a sequence that every month they’re getting
some email from us. The classic one, and this is part of what I
got when I signed up for InfusionSoft a long time ago is some
suggested sales letters on copy writing and I’m not a real
flamboyant, extravagant kind of person but the way that the copy
writing is done is not exactly my style but they say it works,
so I tried it.

The classic one is the one that goes out at six months from Carly and
it says, ‘Hi. It’s Carly again. I can’t believe it’s been six
months already, and I haven’t heard anything from you. I just
really want to help you, and I can’t help you. My boss is going
to be asking me why I haven’t been able to buy your trains and I
just really feel like I’m a failure. God I hate feeling like a
failure, so if there’s anything I can do to really get that list
and talk to you, I’d really appreciate it before I have to talk
to my boss.’

You would not believe how many people, after we’ve talked to them ten
times, when they get that one it’s like, ‘Oh my god, Carly. I’m
so sorry. I didn’t know it was that important to you. Here’s my
trains.’ That’s just not me, but it’s just hilarious how many
people will go for that.

Trent: That’s just basic human psychology. Most people want to help
somebody and Carly’s saying, ‘I need your help.’

Scott: My advice there is don’t be afraid to use what may seem like
extreme psychological tactics like that because it works in a
nice way without people feeling duped or tricked or mad at you
or anything. It’s just, it gets the job done.

Trent: In your case, you’re not trying to sell them anything. You’re
trying to give them money. Really, these people are, as was
pointed out, I just interviewed Dustin Burleson early this
morning. I’m sure you know him from Burleson Orthodontics and we
were talking about the follow-up sequence and he realized, he
said, it’s not that people are disinterested, it’s that they’re
busy.

He gave the example of this woman that walked up to him at a Costco
and she’d recognized him from all the videos and stuff that
she’d seen in his funnel of him. She said, ‘I’m coming in to see
you guys tomorrow and it was ironic that I saw you at Costco and
I wanted to say hi.’ She’d been in the funnel for 11 months of
nurturing and she has, I think he said four or five kids and on
any given weekend has like eight volleyball games to go to. This
is not a disinterested person, this is a busy person. That’s why
all of this repetitive follow-up works so incredibly well.

Scott: That’s what worked for me to sign up for InfusionSoft. I think
it took me ten or 11 or 12 months. I knew I wanted it. At the
time I really didn’t want to spend the money and I knew I needed
to do something different from what I was doing and they finally
got me into one of those sequences. ‘We’ve got this big sale.
We’re doing it for X percent off and you get this extra
coaching, this extra copy writing package,’ and all this stuff.
‘It ends at 6:00 Friday.’ It’s like, I’m a smart person, and I
know that it doesn’t really end 6:00 Friday but I was on the
phone at 6:00 Friday with one of their sales reps and finally
gave them my credit card and just said, ‘I’m doing it. I’m
finally going to get it done.’

It took me that long and getting all their information and actually,
kudos to Clay at InfusionSoft because he writes a lot of really
good articles on how to make your small business better. Really
doesn’t have anything to do with InfusionSoft, I mean it does,
but it doesn’t. He’s sending me all this great information on
how I can make my business better and certainly after I read all
that stuff for months and months, he is definitely done a great
job, in my mind. It’s like, ‘This guy really knows a lot about
small business.’ It’s like, ‘By the way, we’ve got this nice
software packaged that you can buy that’s going to help you be
an even better small business too.’ It’s like, ‘I believe you. I
just really believe you.’ I didn’t even look for anything else.
It’s like, ‘This is the place to go.’ It turned out that was a
really good decision, and it was correct, but it’s all about
marketing.

Trent: It is. And delivery. You can’t market and have a hollow
delivery because that won’t last for long.

Scott: It’s the real deal.

Trent: If you’re listening to this for the first time and you’re
thinking, ‘This is kind of cool,’ but you’re not sure what to do
yet, if you go to BrightIdeas.co, up on the navigation bar
you’re going to see a link called InfusionSoft Success Stories.
I use InfusionSoft. I interview all of the top people that use
InfusionSoft and you can hear interview after interview in a
variety of different markets and niches of people who have had
the most amazing success using InfusionSoft and I would
encourage that you go and check that out.

Where do we want to go next? One other question for you. On the
follow-up sequence, and I got this from Dustin in my interview
this morning. They do, in the first week they do four emails.
One on day one, day two, day three and day five, I think it was.
I don’t have the notes in front of me anymore. He’s a religious
tester. What he realized was email number two, after they
download the lead magnet is the highest converting email. I
thought that was really interesting. I’ll see if I can find my
notes, which of course, now I can’t find.

A lot of times when people download your stuff, they’re busy and they
don’t get to it and they don’t open and they don’t read it. Here
we go. The second email reminded them what they had requested
plus it provided them with and FAQ as well as to summarize the
main points of the free report they’d offered. Have you ever
tried anything like that?

Scott: We do it, I haven’t tested it and done anywhere near that
scientific about it, unfortunately, but actually we’re actually
going back down to Arizona in a couple of months to redesign and
do one of the makeovers on our InfusionSoft setup actually
because what I saw at InfusionCon last month and some of the
things that other people were doing that seem like a pretty big
step above some of the things we’ve got in place. It’s like,
time for us to do that, but we wait. We send the report and then
we wait three days because I want to give them a little bit of
time to think about it, and I don’t want to just start
bombarding them every day as soon as they do that.

I can’t tell you honestly, is it that one or the one that I send a
week later? The one that goes a week after that, but we’ve got a
whole sequence of, I think, 12 different emails that are all
asking the same question in a different way. ‘What can we do to
help you to send us a list?’

Trent: Dustin didn’t want to bombard them either, which is why he used
to not send four emails in the first week. It’s day one, day
three, day five and day seven and then he tested it and much
like you, tested copy that you wouldn’t necessarily write, with
Carly saying, ‘Help me out.’ It works like that. Moral of the
story is test, test, test.

Scott: I agree. I’m one of those busy people and haven’t done it as
well either.

Trent: Where do I want to go next? Let me look at my notes here.

Scott: I’ll tell you, I’ll keep going down that path if you don’t
mind.

Trent: Please do.

Scott: I’ll tell you how InfusionSoft really plays into that because
the first thing is the thing of getting an inventory list of
what people want to sell. We use InfusionSoft as a business
management system as much as anything. We’ve actually got three
people to work for us, two in the Philippines and one in India
that do all of our data entry work and a lot of pricing research
to basically get back to me, ultimately, the list of what these
people have to sell, what I think it’s worth and ultimately,
then I want to offer to buy their train collection.

We use InfusionSoft to manage the whole process so once we get a list
in, we update the contact record that we got the list, then we
update who we send it to to do the data entry work and actually,
those three people overseas, one of them does data entry, one of
them does pricing research and another one actually does
pricing.

Over the years, I’ve actually worked with them and trained them on
how to do this really specific work that you wouldn’t think
you’d be able to do unless you were a trained expert.
Ultimately, in InfusionSoft, they go into InfusionSoft when they
complete their piece of the work and they pass it on to the next
person and so I can see, in this business process, where all my
lists are and who’s working on them.

We set them up as if an A list, which is the top priority, or a B
list or C list and all these kinds of things. When it comes back
to me, then I ultimately set the price. I send it back to one of
the ladies and then she goes in and updates all the fields in
InfusionSoft and then based on how large my offer is, we will
either just send them an email with the offer and, of course,
and there’s a button right in the email, ‘I accept your offer.
Send me your call tags and pick up the trains and I’m ready to
send them in.’

That goes into a whole follow-up sequence. ‘We sent you an offer for
$500. We haven’t heard anything. Is everything okay? Is there
anything else we can do?’ That goes on, pretty much forever
until they tell us, ‘I sold my trains or I’ve changed my mind.’
If it’s a higher offer, then we do all those via phone and we’ve
actually got an interview template and keep all the answers to
that in InfusionSoft so that we can keep track of what we’ve
asked them and what they’ve told us.

Again, after we make that phone offer, on the bigger ones we put them
in a different sequence that’s similar, but different than the
smaller ones because it’s more of a high touch process
[inaudible 28:05]. Ultimately, when they tell us, ‘I accept your
offer. I want to sell you my trains,’ then we update that.

Then it’s a matter of some people are going to send their trains in
through FedEx or UPS. Other ones we have to schedule trips to
actually go, either drive or fly out and rent a truck to pick
them up. We keep track of that. We know which ones need to be
picked up, where in the country they’ll fall on our dashboard in
InfusionSoft, and then we update the status, that it’s scheduled
for pickup so we know when that truck comes in which collections
are on each truck and then if it’s a situation where we agreed
to pay so much up front and so much later, our accountant’s tied
into all that so she knows how much everybody needs to be paid
at what point. We use it for far more than just marketing.
There’s a whole business process around it.

Trent: I’m glad that you shared that because it made me think of the
question that I would never have asked in my interview prep. If
you didn’t have InfusionSoft, Scott, how many more employees do
you think you would have to have to manage the buy side of your
business?

Scott: That’s a good question. I think the bigger issue is it’s not
the payroll expense, it is just the, even if I had a full time
person or two, whatever, it is having the discipline to remember
to keep touching and checking on all these things. Even if you
use some kind of email that some person would send all these, I
mean, it’s just a nightmare. Right now I’ve got, I didn’t check
this number but it doesn’t matter, I would say we’ve got
somewhere in the neighborhood of 2,000 offers that are in
process right now, that are in all these different sequences
that they haven’t said yes or no yet.

Some of those you have are a couple of years old and they’re pretty
cold, and they’re pretty unlikely that something’s going to
happen, but every once in a while one does and I didn’t have to
do anything to get it. It was just I finally sent an email at
the right time, and the person was ready to sell, which is,
that’s a big part of the whole success and marketing of the biz
is presenting an offer when somebody’s ready to do something,
not necessarily when you’re ready to do something but when
they’re ready to do something.

It just, it makes us so much more efficient and organized because we
tried to do this with spreadsheets when we were a lot smaller,
and we did a terrible job at it. We’d get some great collection
that maybe we’d offer them $50,000, which is like, ‘Man, that’s
fantastic. We’ve got to win that one,’ but then in the whirlwind
of everything that’s going on, a month later it’s like I forgot
about that one. It’s like, ‘Oh my god. How could I have
forgotten about that?’ Then you call them back and it’s like,
‘I didn’t hear anything so I sold it to the other guy.’ Then you
just want to kill yourself ‘How did I do that?’

Trent: For those of you that are listening, if you are a marketing
consultant or a marketing agency and you’re thinking about how
the acquisition of used train inventory parallels the
acquisition of new customers, send me an email to
trent@brightideas.co. I have a completely pre-built marketing
funnel for your industry that I think will save you a truckload
of time if you decide you want to use InfusionSoft, and I will
give it to you for free. Send me an email to
trent@brightideas.co if that’s you.

Before we go off the buy side of your business, is there anything
else that you think, because I wouldn’t have thought to ask you
about this, is there anything else that you think that’s really
important that you want to talk about? Sounds like you’ve done a
pretty decent job.

Scott: No, I don’t think so on that side, but it just organizes
everything.

Trent: The one thing I would encourage the listeners is think about,
because this has kind of been fascinating for me because I would
have thought to myself, because I remember thinking this
actually when I was doing the research for this interview and I
realized, because I originally thought that you were just
selling trains, that you would send a PO to a manufacturer and
you could have as much inventory as you like. Then when I
realized you were buying used inventory I thought, ‘Oh my god.
How does he do that at that scale?’ Which we’ve just discovered
how you do.

How many people who are listening to this, they’re not in the train
business but they’re in the some kind of something business and
maybe they’re not even, they have never even thought about
buying used inventory from people. The margins on the used
stuff, I’d have to guess, are much better than it is on the
margins on the new stuff. Perhaps this is a way for you tap into
something that none of your competitors are even doing. A whole
source of profit that you didn’t even think was possible to
achieve. I hope that’s been helpful.

Let’s talk about, we use the conventional, like what most people
would use InfusionSoft for. Can you, you’ve got, on the
marketing and selling side starts off with you’ve got to track
leads so that you can sell this inventory to people. Can you
talk about how you’re using InfusionSoft to help you do that?
Not even how I’m using InfusionSoft, just, fitted in, of course
but just how you’re generating leads.

Scott: We sell, we’re a multi-channel ecommerce seller, so we sell on
eBay to a much lesser extent now. At one point, we were one of
eBay’s top 200 sellers on the whole platform when we were just
using eBay for everything. Since that point, we’ve put our own
website in place and I don’t know, five, six, seven years ago.
We’ve been doing that quite a while. We also sell new product on
Amazon. We sell a little bit on Buy.com.

Then earlier last year we also set up our own auction platform so
instead of sending everything to eBay auctions, it’s like we’ve
got a custom list that’s 100,000 deep. I think we can just set
up our own auction site and do it and not have to pay eBay. We
tested that and it worked and so now every week we run usually
about seven different auctions, one for each scale and they end
on different nights, so we try to make it easy for our customers
so that if you’re doing [Y&amp;L] modern era trains, those auctions
always end on Saturday night from 9:00 to 11:00 or 8:00 to
10:00, or I can’t remember how we set it up so you don’t have to
look at our things all the time. We’ve made it pretty easy for
you.

We attract customers, they are certainly from all of the emails that
we’ve collected from our customer selling on eBay. We do some
magazine advertising in model train magazines. I’m a member of
three different train clubs so I advertise in their
publications. We actually even have a TV commercial that runs on
cable for the sponsors of a show called “I Love Toy Trains.”
That’s been a new thing we’ve been doing for a few months now.
It’s not huge, but hopefully something growing and we’re having
fun playing with it.

We develop, we get all those leads, get people to opt-in to wanting
to hear from us, and if you’re in this hobby you’re generally
pretty passionate about it and anything you get an opportunity
to hear more about cool stuff that we just bought that you’re
interested in, it’s pretty easy for people that really want to
do that. InfusionSoft powers all of our emails, actually we have
a process that, when we sign up we ask, or if you’ve been in our
database forever, we send out, we’ve got a whole sequence for
this, we want to know so that we can segment our list and target
people appropriately instead of spamming you with everything
about [inaudible 36:56] scale trains and you’re doing HR, you
don’t really care about that stuff.

We ask them what scale that they’re interested in, or scales which
are the different sizes of the different trains and then are you
interested in new trains or used trains? Then something we’ve
been thinking about, we haven’t implemented yet, was we really
want to go one other dimension in, ‘How do you prefer to buy
your trains? Do you prefer to buy on auction or do you only want
to buy on fixed price?’ So the people can say, ‘I don’t really
want to buy auction.’ It’s like, ‘We won’t send you emails about
our auction then,’ because if you’re going to opt-out, we really
don’t want you to opt-out just because you don’t like auctions.
We just want to kind of opt you out of those kind of emails
instead of other emails that you may be interested in.

Trent: You touched on, I want to jump in here because you touched on
some things that I really don’t want you to skim past, which are
really important. You talked about this segmentation. When you
get someone on your list by however you do it, if you have a
variety of products, you just don’t want to treat everybody the
same because people are at different points in the buying cycle,
from a psychological standpoint, they’re interested in different
products, different services and this is one of the areas where
I think InfusionSoft works really well. Can you talk about how
you allow your list to segment themselves?

Scott: Well by sending them a form that says, ‘Tell us about yourself.
Which [sales] are you interested in?’ Actually, something else
that we do is, to solve this problem of how often should we
email these people? That’s just always a burning thing and I
don’t want to email them too much but I want to email them as
much as I can because I know when I send out email blasts I get
orders. What we’ve done is, one of the questions we ask is, ‘How
often do you want to get emails from us? Every day? Every week?
Every month? Just before Christmas? Never. We get it.’

Then we also send out customized emails, really every day, to people
so those people that are really fanatics and they say, ‘I want
to hear about stuff every day,’ we send them an email but we
also use a recommendation engine software that it knows, ‘Here’s
all the products that this person has bought. Here are all the
products that we’ve got available. Then there’s some fancy
calculations, so that right in the email we feature five
products today that we think, or that the software thinks that
that person’s going to be interested in, unless, if they’re the
everyday people, tomorrow it recommends five more things.

We also put a link on there that at the bottom that there’s some kind
of text around it that says, ‘Would you like to change your
email frequency?’ You want to give it too much or too little so
they can click that and go reset it. If they thought they wanted
to get them every day but they decided that’s a bit over the top
and they can change it to weekly, or monthly or whatever they
want. I think an important thing is to give some thought to how
your customers may want to be treated and then give them the
opportunity to, like you said, go in and set that up themselves.
It’s a beautiful thing.

Trent: Absolutely. You mentioned Recommendation software. What
software is that?

Scott: Currently we’re using Certona.

Trent: How do you spell that?

Scott: Pardon.

Trent: I was going to say how do you spell that, but if you’re about
to switch to something else.

Scott: C-E-R-T-O-N-A. Part of that, we use it on our website also so
you’ll see it on our website, on our item page, on our category
pages and on our checkout page. Again, they get data feeds from
us and they’ve got code in our shopping carts so their systems
are keeping track of, to some extent, right now it’s limited to
just what we saw on our website which is pretty limiting.

Actually one of our IT guys has been working on that as kind of a
little side project. He’s getting really to roll out, we’re
going to do our own recommendations based on what we’ve seen
people buy and what people generally try together and what our
most popular products are. We’re going to test doing that
ourselves both on the website and in the emails because we’ve
got our own custom written software that we manage all this with
in-house and in that database we aggregate all the sales,
whether the person bought it on eBay or they bought it on Amazon
or our website or our auction site. Whereas [inaudible 42:04]
can only pick up information on what we sell on our website, so
it’s kind of operating with a crutch because it just doesn’t see
all the data.

But still, it doesn’t matter what product you use but I read about
that a long time ago this idea of mass customized email, that
every single email is different based on the person. It’s like,
that’s a really cool concept but how do you actually make it
work? We’ve done that. I think it’s worked pretty well but I
think it could work a lot better. We’re just constantly trying
to do things better and that’s one of them right now.

Trent: I also, on my opt-in page, have a checkbox for email frequency.
It says, ‘If you want to get only one email per week, put a
check here.’ When you, and then I tag them, as a result of that
checkbox. Have you figured out a way in your automated marketing
funnels to be able to only send them, to “slow down the funnel.”
Let’s say the funnel was originally designed to send an email
every three days, just for an arbitrary number. When they opt-in
they say, ‘Well, I only want one email a week.’ Have you figured
out a way to slow the funnel down? Did you create a separate
funnel or is this just affecting the broadcasts?

Scott: You just create a different schedule for a different sequence.
I’ve got the daily sequence and I’ve got people tagged that are
in that. I’ve got their weekly sequence and I got the people
that are tagged in that and the monthly one, the quarterly one,
the annual one and I just don’t email them at all.

Trent: You’re just creating separate funnels that probably have a lot
of the same content but distribute that content into the
different frequency.

Scott: Yes. [Exactly], just triggered differently.

Trent: Simple answer. Great. I want to make sure that we’ve really
covered this lead generation topic because it’s such a pain
point for so many people. Is there anything else in lead
generation that’s working really well for you or any tricks that
you’ve figured out on how to use InfusionSoft, which have really
boosted your results?

Scott: Other than just using it.

Trent: Nothing’s popping to mind.

Scott: Yeah, nothing is jumping into my brain on that one.

Trent: No problem. That means we’ve covered it adequately. Now you’ve
got leads in the funnel, they’re in the top of the funnel and
you need to nurture them, in other words, build a relationship
and you need to convert them to customers. We’ve talked a little
bit about that. You’ve talked about you’re going to send
information that’s relevant to the type of trains that they’re
interested in. You’re going to send that information on the
frequency that they have selected. Is there anything else, in
terms of content that you’re sending or the way that you’re
sending it that you think works particularly well to nurture
your, we’ll call them cold leads so they become much more likely
to become a warm customer?

Scott: Not as well as I would like. I think, I’ve got a pretty good
idea of what to do but unfortunately, we haven’t done a good job
of implementing that yet. That was part of the reason that when
I went to InfusionCon and just looking at what other people have
done and saying, ‘Man, we so need to do that and we so don’t
have the time to do that. We’ve got a million other things going
on,’ and that’s why we decided to actually take up the folks at
Sixth Division and sign up for one of their makeovers and it’s
like, ‘We’re just going to fly three of us down there for two
days and just knock it out.’

One of the things we used to do is we used to send out a monthly
newsletter but the people that we have writing all the
newsletter articles moved on and are doing other things and we
just haven’t, nobody here who has been trained has bubbled up
and wants to do that, so unfortunately it hasn’t been getting
done. The idea of, in addition to just sending emails, to
actually sending things out in the mail or sending gifts, like
when somebody spent $5,000 that, that triggered some fulfillment
service to send them some cool train related kind of gift with a
thank you. It’s like, ‘We so need to do that kind of stuff.’
Conceptually we’ve got a half-baked plan but certainly, yes,
we’re going to do that but unfortunately I don’t have a good
story on that because we just haven’t done it yet.

Trent: Well, I do have a good story. I’ve interviewed a lot of people
using InfusionSoft and the interview will be published before
this one is, is with Andy Michaels from Blue Chip Athletics. I
recorded it just the other day and Andy, they’ve done a
phenomenal job of what happens after somebody buys something for
the first time? Go ahead. Just make sure that you listen to that
interview and I think that you’ll get a lot of very good ideas.

Blue Chip was one of the ultimate marketer finalists at InfusionCon
this year. In InfusionSoft’s opinion, they were one of the top
three companies that was really crushing it using their
software, so I think that you’ll find that’s a really
interesting interview. Andy even goes so far as to give out his
contact information so he’s very approachable. I’ve, in my
subsequent emails with Andy, because I’m always looking to
improve my business as well, he’s given me some really killer
ideas and screenshots and I made a video for him of this thing
that I’m doing, so he’s a really good guy and I think you’ll
thoroughly enjoy the interview.

Scott: Great. I’ll check that out as well.

Trent: Let’s then transition to, are you, before I transition off
this, are you, in your ecommerce store, are you using
InfusionSoft shopping cart? I’m thinking maybe not because you
have too many SKUs.

Scott: No. We’re not.

Trent: Let’s transition into referrals, upsells and repeat business.
Is there something in particular, Scott, that you guys are doing
to encourage your existing customers to refer you more? Because
I’ve got to think that I’m into trains, I know lots of other
people who are into trains.

Scott: Right. Not really, I hate to tell you. Again, that’s on our
list of things that we know we should be doing it and it’s not
there. We offer a reward or a finder’s fee on the buy side. If
you refer somebody to us, the seller collects and we give you a
percentage of whatever we pay for it but we’re really doing not
a great job at this point and time on asking for referrals and
doing upsells, other than just bombard them with the upsells on,
‘Here’s some other stuff that we think that you’d be interested
in.’ I mean, we do that in a pretty big and a pretty automated
way and it works pretty well.

We’ve got some issues with our tracking on that so that’s one of the
other things that I want to see us get fixed is to get some much
better, clearer stats on exactly how well those things are
working and where they’re coming from [sounds like], so that we
can do a better job of doing more of the things that work and
the things that we thought were working but aren’t working as
good, figure out how to improve those. We’ve got some more work
to do on both of those areas.

Trent: Luckily, I have some more ideas for you there too. Earlier this
morning I interviewed Dustin Burleson from Burleson
Orthodontics, also one of the InfusionSoft Ultimate Marketer
Finalists, tripled his business in 18 months and he, prior to
using InfusionSoft and a contest strategy, 15 percent of revenue
came from referrals. Now 60 percent of revenue comes from
referrals and he’s using raffles, prizes and contests. I’ll just
say go check out the interview. Just do a search on
BrightIdeas.co for Dustin Burleson, B-U-R-L-E-S-O-N, and you’ll
be able to listen to that interview.

We talked about that at some length but essentially it boils down to
running contests and a past guest of mine by the name of Travis
Ketchum runs a company called Contest Domination, which I think
is probably one of the best contest platforms that are out
there, in the show notes for this episode, I’ll put a link to
that but you can run very easily run contests on his software
kind of automates the whole thing and picks the winner and
encourages social sharing and all this really cool stuff that’s
going to help you [inaudible 51:34].

Scott: I actually love that idea. A few years ago I came up with the
idea that wouldn’t it be cool if you come to the website, we
have a daily trivia contest because a lot of train people seem
to really get into that. Then at the end of the month, who’s the
top trivia player and you get some kind of prize. Also is to set
it up in such a way that you know, obviously they’ve got to sign
in to answer the question of the day, so you know who they are
and so my Recommendation software is going to put right on that
page, ‘Here’s six or eight things we think you’d like so long as
you’re here today for the contest.’ I’ll check that out as well
because I think those two things tie together just have to be
super powerful and would work really well.

Trent: It ties into InfusionSoft, which is all the better. We’re
getting close to wrapping up here. Let me ask you, because in
the beginning, if you really want to hear Scott’s story of how
bad it went, I think he puts a lot of it on the abode of his
site, but having those three stores and going bankrupt, that’s
no fun. Then probably, go ahead.

Scott: No. I’m sorry. What I did on my website, what you read was
Scott’s story and the reason that I put that out there is not
because I’m an egomaniac or anything, and I want to tell my
story, but it’s really to make people feel comfortable with who
I really am because selling your train collection or a wife
selling a husband’s train collection that they built together
for 40 years, for a lot of people that’s a pretty emotional
decision.

And so what I wanted to do was to convey to the best of my ability
that I get that. I understand that. I want to be compassionate
about it, and ultimately, I’m not going to screw you because
I’ve heard some horror stories for guys that have built
$100,000, $200,000 collections and somebody goes in and the wife
doesn’t know anything about it and sells it for 20 grand and
that is just so not right. I’m the guy that you don’t have to
worry that is what’s going to happen to you. I put my story out
there and I’m real. I get a lot of compliments on that, by the
way, too.

Trent: Deservedly so. Can I offer you two points of feedback on that
particular page?

Scott: Sure.

Trent: Number one, please make the font bigger, especially if your
target market is someone who’s a little older. It’s hard to
read. Number two, put a video. Just put you in front of a camera
saying, ‘This is me and I’ve been in this thing my whole life.’
Just mostly what you just said to me, just talk to a camera.
People love that. I know that, well, because it’s common sense
but also my own experience and guests.

I interviewed a lady who uses InfusionSoft who runs, her name’s
Yvonne Howling [SP]. She runs a bed and breakfast over in
Champagne, France and when you opt-in to her list, one of the
very first things you see is here sitting in her backyard with a
glass of champagne talking with the camera. She says that many
people who book with her take the upsells that she subsequently
offers them in her funnel before they ever even show up for
their first experience of the weekend that they booked at the
bed and breakfast. She asks them, ‘Why’d you do that?’ ‘We just,
after watching your video we felt like we knew you. We felt so
comfortable with you that we just knew our vacation was going to
be a great experience.’

For you, Scott, and for anyone listening, if there is not a video of
you somewhere in your funnel where you’re just you raw on
camera, it does not have to be polished. You’re not letting
people get to know you as good as they could.

Scott: Very good.

Trent: My last question, well, one of my last questions is, you got
online and you had eBay and spreadsheets and email and moving
parts and probably were working an insane number of hours. How
has InfusionSoft changed your life for the better?

Scott: I’m not one of those guys that’s going to tell you, ‘I go on
six weeks of exotic vacations every year,’ because that’s just
not me. What it’s done, obviously is allowed my business to be
much more successful but allows me to work on a lot of other
cool stuff that I want to work on instead of just doing mundane
things like keeping track of did I do everything or did somebody
do all the things that they should have done to make sure that
we maximize, especially acquiring all the inventory that we can
get our hands on.

It’s just allowed me to check that off my list for the most part. I
know that’s working right. There’s certainly some things I know
I need to work on that I mentioned but just knowing that that’s
working in an automated, predictable, it’s working fashion that
I can go spend my energy working on something else like spinning
up a cool contest. I love that.

Trent: For you, I’m guessing the predictable acquisition of used
inventory translates into predictable revenue. Is that correct?

Scott: Right. We’ve got, actually I think we’re up to 28 employees now
and that’s one of the, well there’s two huge challenges wrapped
around that. One is getting a steady stream of inventory in here
so I don’t have to send people home. Number two, it’s kind of
interesting, we went through, myself and my management team, a
couple of things we’ve done recently, we went through the Good
to Great book last year and one of the things in there is what
is your number one most important thing that you need to do?
This year our number one liable important goal is to get $4
million worth of collectible inventory in here this year. That’s
it because if we can’t find the inventory, we can’t hit the
sales numbers. There’s just no way around it. That’s a critical
piece of our business to make sure that we do that to the very
best of our ability.

Trent: I don’t know if this has any interest for you whatsoever, what
just popped into my mind, what if you created a training product
for other people who need to acquire used inventory in their
business to resell it? You’ve got a pretty compelling success
story of like, ‘Here’s how you find this obscure stuff.’ Anyway,
just a thought. Lightning round, last three questions before we
go. What are you most excited about for 2013?

Scott: Actually [inaudible 59:03] the course of the interview, but
it’s actually leadership development. One other issue that we’ve
had is our sales had plateaued like at this $5 million point and
I read a fair amount of business books and I know that there are
predictable plateaus in business. That’s one of the things you
guys at InfusionSoft talk about a fair amount as well. The
number one thing that always points to is the leader.

For the past year or so I’ve been working really hard leadership
development with both myself and my management team and we’re
making huge progress in that. We’re implementing a thing called
4DX or Four Disciplines of Execution which is a Franklin Covey
book and program. How do you execute things and get things done?
Actually this year that’s the thing that most excites me. I’m
also in Boy Scouts, and I just went to the first weekend of
their wood [batch] course which is six [dark to dark] days of
leadership training in the Boy Scouts. I’m all over it. I’m
really excited about it.

Trent: That’s awesome to hear. What is your favorite business book?

Scott: Right now?

Trent: Yes.

Scott: It’s the “Four Disciplines of Execution.” I don’t think it’s in
this book but certainly the phrase that execution eats strategy
for lunch. It’s like, man, I am all over that because I can
strategize until I’m blue in the face and then I get red in the
face because we can’t get anything done. It’s like, this is
really laying out for me an operating system or framework on how
to get things done. It’s exciting.

Trent: Definitely. If there’s anyone listening to this who wants to be
able to get in touch with you, Scott, what is the best way for
them to do that?

Scott: My email is sgriggs@trainz.com.

Trent: That’s Trainz with a Z.

Scott: Right.

Trent: Scott, thank you so much for taking an hour out of your day to
be with myself and the guests here on the Bright Ideas Podcast.
It has been an absolute pleasure to have you on the show. I
think you shared some very unique ideas that I’d never heard
anyone using InfusionSoft for and I think that’s really cool.

Scott: Great. Well thank you, Trent. I really appreciate the
opportunity.

Trent: No problem at all.

Scott: I wish you and all your listeners great success.

Trent: Thank you so much. Take care.

Scott: Thank you.

Trent: If you want to get the show notes for today’s episode, head
over to BrightIdeas.co/57. When you’re there, you’re going to
see all the links for all the software and books and anything
that we’ve talked about in the show today as well as some other
valuable information that you can use to ignite growth in your
business.

If you’re listening to this on your mobile phone, just text Trent to
585858 and I’ve got some very special stuff for you. You’re
going to get access to the massive traffic toolbox which is a
compilation of all of the very best traffic generation
strategies shared with my by my guests here on Bright Ideas, as
well, you’ll get access to a list of what I think are the best
of the best episodes here on Bright Ideas.

If you’re a marketing agency and you’re thinking about using
InfusionSoft, send me an email to trent@brightideas.co. As I
mentioned earlier in the episode or maybe mid-episode, I have
built a full marketing funnel because your marketing funnel and
my marketing funnel are basically the very same funnel. What I’m
using to attract customers for my products, and my customers are
marketing agencies, you can use to attract and use your clients
for your business. I will be able to save you a ton of content
creation and I’ll give it all to you for free so that you can
have your InfusionSoft rep plug the campaigns right into
InfusionSoft for you.

Finally, if you really enjoyed this episode, please head over to
BrightIdeas.co/love where you’ll find a link and you can leave
us a rating in the iTunes store. Really makes a huge difference.
Helps me to attract more traffic to the show. Thank you so much.
That’s it for this episode. I’m your host Trent Dyrsmid and I
look forward to seeing you in a future episode. Until then, take
care and have a wonderful day.

Recording: Thanks very much for listening to the Bright Ideas
Podcast. Check us out on the web at BrightIdeas.co.

About Scott Griggs

ScottGriggsScott is an innovator, business builder and an expert at applying ecommerce technologies. His passion is developing the vision and providing the leadership to build successful business operations, especially on-line.

Scott has over 25 years of corporate Fortune 100 and small business management experience. He led the team that built Trainz.com into one of the largest and most efficient hobby retailers over the past ten years. Trainz became a top 100 seller on eBay and made the Inc. 5000 list twice in 2007 and 2008.

Digital Marketing Strategy: Andy Michaels on How Using Infusionsoft Triggered a 219% Revenue Increase

In 2013, Infusionsoft’s Ultimate Marketer contest had 3 finalists and Blue Chip Athletic was one of them. Since deploying Infusionsoft roughly two years ago, the company has seen revenue increase by 219% – after roughly 10 years of just 5 to 10% growth per year.

Suffice to say, Blue Chip is getting results that have been a real game changer for the company.

In this episode of the Bright Ideas podcast, my guest is Andy Michaels – the marketing automation expert behind Blue Chip Athletic.

When you listen to this interview, you are going to discover:

  • The main features of Infusionsoft that led to the 219% increase in revenue
  • How Blue Chip has dramatically improved their follow up with existing customers using Infusionsoft’s campaign builder
  • How they have real time visibility into their sales and marketing funnels
  • How they used Infusionsoft to create a structured selling system that even average sales reps can excel with
  • How they create a WOW experience when their product is delivered and how that leads to more referrals
  • The two primary techniques they are using for lead generation
  • How they are using Fusedesk to turn customer support inquiries into additional sales
  • How they are automating routine tasks with custom forms

And so much more!

If you are really serious about growing your business with marketing automation, this is not an interview to be missed!

Links Mentioned

More About This Episode

The Bright Ideas podcast is the podcast for business owners and marketers who want to discover how to use online marketing and sales automation tactics to massively grow their business.

It’s designed to help marketing agencies and small business owners discover which online marketing strategies are working most effectively today – all from the mouths of expert entrepreneurs who are already making it big.

Listen Now

Leave some feedback:

Connect with Trent Dyrsmid:

Transcript

Trent: Hey there, bright idea hunters. Welcome to the Bright Ideas

podcast. I am your host, Trent Dyrsmid, and this is the podcast

for marketing agencies and other entrepreneurs who want to

discover how to use content marketing and marketing automation

to massively boost their business. My guest on the show today is

Andy Michaels; he is the marketing automation expert behind a

company called Blue Chip Athletic, and I learned about Blue Chip

because they were named as one of the finalists for

Infusionsoft’s Ultimate Marketer of the Year Award.When I heard Andy describe how they were using Infusionsoft, I was

kind of blown away, and I really wanted to get him onto the show

to share with me and share with you the marketing tactics that

he’s using to get such incredible results at Blue Chip. By

incredible, I mean 50% growth in each of the last two years

after ten years of just 5% growth per year. It’s a really big

shift.Before we get to that, I have another technology tip for you; it’s a

WordPress plug-in called Speak Pipe. If you go to Bright Ideas,

you’ll see that you can leave me a voicemail message from almost

any of the pages on the site. That is a fantastic way of getting

feedback from your audience and hearing what’s on their mind.

Speak Pipe is how I’m doing that.The other thing that I want to make you aware of is a new webinar

that I’ve got coming up. Maybe by the time you listen to this,

it’s a webinar that I might have done once already. Regardless,

if you go to brightideas.co, you’re going to be able to hear

about notifications for this and any webinar that I’m doing.

This particular one is on life cycle marketing.You really need to understand this whole concept of life cycle

marketing because it can have a massive impact on your business.

There are seven steps: attracting traffic, capturing leads,

nurturing your prospects, converting the prospects into

customers, delivering your product, and satisfying your

customers, increasing revenue with upsells, and then generating

more referrals. This is all part of this concept called life

cycle marketing, and I look forward to seeing you on that

webinar.

With all of that said, let’s transition over to my interview with

Andy. Andy, welcome to the show.

Andy: Thanks very much. It’s my pleasure to be here.

Trent: So, my friend, I am so stoked to have you on the show. I have a

million questions I want to ask about how you absolutely rocket

business. Before we get to that, let’s quickly do a little intro

on you for the people who are listening to this who don’t know

who you are or what you do. Maybe you could just answer that

question very briefly.

Andy: Sure thing. I’m the CIO for Blue Chip Athletic; we are screen

printing and custom apparel company. My role is split; I do the

technology infrastructure and I’m also responsible for all the

outbound marketing campaigns. Putting together campaigns for

both our retail and custom customers and delivering them across

a variety of channels, the majority of which is done through

Infusionsoft.

Trent: Okay. For those of you who are listening and are going to

wonder what this interview is all about, we are going to go

really deep into marketing automation and in particular how Blue

Chip is using Infusionsoft. If that is your kind of stuff, which

I sure hope it is because it should be, you’re really going to

love this interview.

Your company was one of the finalists for the Infusionsoft Ultimate

Marketer of the Year Award. Very clearly, you guys are

leveraging the heck out of Infusionsoft. For the folks who don’t

know your company and are thinking what kind of results are

these guys getting? Do I want to listen to this interview? Can

you jump to the conclusion and tell me the kind of impact

Infusionsoft has had on your business? And then we’ll walk

through how you got there.

Andy: Sure. Absolutely. The most dramatic change has been on our retail

sales side. It’s about a third of our total business. We sell

wrestling gear, primarily singlets which are our own private

label singlets. We sell those as well as other equipment and

apparel online. That was where we first turned on the juice for

Infusionsoft; in the year after we started using Infusionsoft,

our retail sales were up 50% from the prior year. That wasn’t a

flash in the pan. That business had been around for about ten

years and had very slow and steady growth.

The first year when we tuned everything in and got everything going

with Infusionsoft, retail sales jumped 50% and the following

year, we almost repeated it; sales were up an additional 46% the

next year. That’s really just a function of engagement. We had

about 8,000 customers in a variety of contact management

systems. When we turned on Infusionsoft, everybody was in

AWeber, and it was a very generic, very sporadic follow up so we

turned on a few simple things which we can talk about in a few

minutes. The majority of the results were from making a few

changes on the retail side and getting those things automated.

There’s a few other highlights. The size of our list has grown

because we focus on referrals a lot and ask customers to help us

spread the word. After not quite 10 years of business, we had

about 8,000 customers in our marketing arsenal. Now we’re well

over 40,000 so we’ve had a big increase there.

Customer satisfaction is another one. I don’t really know how to

compare it. We went from having no idea what our customers

thought of us to having a very tightly integrated system that

captures customer satisfaction both on the custom retail side

and since we started asking about 18 months ago, we’ve had

customers give us an average of four and a half out of five

stars. We also ask them if they plan on ordering again; will

they order from us and 99.5 percent of everybody that we’ve

asked has said that they will. Knowing that information is

pretty powerful; it tells us we’re doing some of the right

things in terms of customer service.

That’s one of the other benefits is not just the sales numbers, but

it’s the visibility and knowing what’s going on inside the

business in real time rather than having to wait months and

months to analyze things. We can see at any minute how our leads

are converting, how happy people are. We can see where sales are

going.

Trent: That is awesome. Again, I have so many questions I want to get

  1. We’re going to be talking for a while here. The first one I

want to jump into based on what you said is this real time

visibility; are you using Infusionsoft dashboards for that or

are you using a third-party tool to extract that information

from in Infusionsoft?

Andy: A little bit of both. I’m a huge fan of widgets. If I showed you my

homepage in Infusionsoft, you’d probably be amazed at the number

of widgets I have on there. I actually talked to Rebecca, the

product manager at Infusionsoft, about getting a tab set up so

you can get your dashboard to load more quickly if you have too

many widgets on there. I use those extensively and I’ve got all

of our custom sales reps set up with widgets to track their

pursuits for the custom orders.

We also do some external reporting. I’m kind of an API nerd and I

bought an HTML theme from Theme Forest; there’s one called The

Brain. We spent fifteen bucks on it and it’s got a bunch of

JQuery plug-ins set up and it’s got a bunch of Google graphs so

it’s really straightforward to create reports in Infusionsoft

and pull those out.

One of the things we do that for is to show activities to grade our

sales reps not only on their conversion which is the most

important thing, but if they’re struggling with conversion, we

look at their activities. Through the API, we pull out the

number of activities they do in a given day in pursuit of all

their opportunities. It’s an easy red to flag to spot if you’ve

got a guy who’s not pulling his weight on the custom sales side

and you look and he’s not logging any calls and he’s not making

any notes in Infusionsoft, chances are, he’s just not that

engaged and he’s not reaching out to customers as much as he

should. That’s just another way we can keep our finger on the

pulse.

We also track, we have a lot of different offers that go out both on

the retail side and the custom side. There’s a variety of

systems of involved. We have an ecommerce shopping cart through

Able Commerce that does our retail sales. Then, our screen

printing and promotional products side of the business where we

customize apparel, that process has its own software. There’s

some software we use called Shop Works. Between all those

systems and all the different moving pieces, that was really our

best option to pull out the highlights.

We have dashboards for different departments; we have one for

marketing that shows the effectiveness of the recent campaigns,

how much coupon codes are getting used and for how much. We also

track the traction for custom offers that go out via direct mail

or email or pay-per-click. We have the sales reps trained to log

the source of the offer. Whenever a customer calls them, they

say either use an offer code or how did you hear about us? We

can track our return on investment on those things in real time

because we can see how many invoices the sales reps have sent

out that are tied to a particular promotion that we’ve been

running.

I’d be happy to send you the information on that theme. It’s great if

you don’t want to hand code a bunch of reports and you’re not an

HTML guy. All you have to do is feed it the data and it spits

out some pretty graphs.

Trent: Yeah. Please do and I’ll make sure that I include it in the

show notes at the end of this episode. I will give you the link

to the show notes. The reason I don’t give it now is I don’t

know what it is until the postproduction process is complete. So

I can’t rattle off show notes link yet because like I said, I

don’t know what it is yet. All right. Let’s go back and try to

focus most of our conversation on Infusionsoft if we can. What

are some of the main features of Infusionsoft that you’re using?

Andy: The primary thing and the thing we started with is probably the

simplest thing, so it’s the automated follow up. When we first

started using Infusionsoft, it was before the days of the

campaign builder so we just had a variety of follow-up sequences

for the main tiers of customers. One example is someone places a

retail order in our shopping cart. Another example is a custom

order is shipped from our warehouse and our system indicates

that that happened.

The thing that had absolutely the most dramatic impact was like I

said, just following up with those customers that we had ignored

for so long and a principle that I am a big believer in. I took

some training from a guy named Mahan Khalsa who said intent

counts a lot more than technique and I try to keep that in mind

whenever I’m designing something. You can do a lot of really

fancy things and you can have one-to-one communication with

these customers, but just asking them what they thought and

following up with them to say, “Hey, did your package arrive and

is there anything else we should be doing that we didn’t do?”

Those are the kinds of things-maybe it’s just for our audience-

but, we’ve really been able to connect with people through the

use of those follow up sequences.

Additionally, being able to segment that based on what we know about

customers. Back in the days of AWeber, we were sending out

broadcasts. We sell a lot of NCAA apparel; that’s a good

example. We were sending out broadcasts that said, “Here are

three new shirts we got in for the Iowa Hawkeyes.” 95% of our

customers don’t care at all because they didn’t go to Iowa and

they’re not fans of that. That repository of information.

Inside Infusionsoft, we aggregate all of that information about what

products people have bought both on the retail side and the

custom side. In addition to the automation and follow up, the

ability to get laser focused, and say I’m only going to send

this broadcast to people that have either bought or clicked on

an Iowa product in the past, and not only that, I’m going to

segment them by zip code and send it only to people who live

within 150 miles of the University of Iowa. Being able to get to

that level, it really does feel to customers-at least, my hope

is that it feels to customers like you’re having a one-on-one

conversation with them and as little as possible you’re sending

them offers that are irrelevant to them. 90% of the time, you’re

talking about something that they’ve directly expressed interest

in and you’ve sort of started a conversation.

The way I think of my job is just continuing those conversations. We

can start conversations but we really need some feedback from

the customers about what they’re interested in and what kinds of

things they want to see from us.

Another way we do that is just with an Infusionsoft form that’s set

up as a survey that’s a little bit deeper than our initial

follow up for retail customers. They place an order in our

retail shopping cart and then we have a few messages back and

forth with them that establish trust.

Then we simply ask them what do you want us to talk to you about? We

ask them a little bit about their profile. In our case, it’s are

you a wrestler? Are you a parent? Are you a coach? We have some

different information that gets sent to them based on that. We

ask them do you want to know about retail offers? Do you want to

know about custom apparel?

There’s a lot of people on our list. Wrestling moms is one of our

sweet spots; one of their primary interests is just in education-

how can I help Johnny be a better wrestler? For those people,

we’ve put together programs. These are all self-serve. They tell

us what they’re interested in and we have weeks of information

that gets queued up.

We work together with some wrestling coaches in the Kansas City area

to put together a training series that gets dripped out to these

parents and their wrestlers over the course of the season to

teach them about different topics and what these elite coaches

think about training for peak performance at different times of

the season or weight management or how to understand how the

match looks from the perspective of an official.

Trent: So the people who maybe aren’t superfamiliar with Infusionsoft

understand, this is not a lot of hardcore code writing; this

isn’t actually any code writing to build the vast majority of

what we’ve just been talking about over the last few minutes,

right?

Andy: That’s absolutely right. The good thing is there was a little bit of

custom code that we wrote and it was just a hand off to create

the customer data in Infusionsoft from our respective systems;

from our e-commerce shopping cart and from our custom order

system. That was really the bulk of the heavy lifting; 90% of it

was done through follow up sequences.

Over the past three or four months, I’ve really gotten into the

campaign builder, and I’ve been going through the process of

retiring a lot of things where I had a little API script that

was on a timer to go out and see if a customer order has

shipped. There are a lot of pretty slick ways that you can do

that in the campaign builder to create a campaign that runs in a

loop and is not satisfied until some external condition is met.

That’s something that’s been really exciting for me. Custom code is

great, but it’s hard to maintain and it’s prone to break. We’ve

been going through a process over the past couple of months of

retiring some of those things that were built out of necessity.

As the capabilities inside Infusionsoft continue to grow with

the campaign builder, it’s been great for us to simplify things.

Then it’s easier for different folks in our team to go in and do

some maintenance or do changes on things without having to call

me or without having to hire a developer to go in and spend a

couple of days working behind the curtain.

Trent: Let’s say for example that someone is listening to this

interview and they’re the leader of their organization, maybe

they’re a solo printer or maybe they’re just the one that thinks

up the strategy of what should happen to a customer after they

buy or what should happen to a lead once they give us their

email address. They get on the white board or however they map

out their thoughts of what they want to happen, to take that and

translate it into actually being deployed and live and in

Infusionsoft, it’s really not very hard, is it? Do you want to

just walk us through how that happens in the campaign builder?

Andy: Yeah. That’s actually what we do. We do most of our mock ups in

Balsamic and the only reason I use that is because I saw Brad

Martineau using it a couple of years ago at InfusionCon. It

looked like an easy way to do it, so that’s our white board.

I’m personally virtual; I work from home, 90-plus percent of the

time. I’m in the office a couple of times a month, so that’s

part of the reason for that. But we’ll mock up different ideas

in Balsamic; anything from how do we want to talk to these

retail customers after the sale to how do we solicit new coaches

to write content for our Coach’s Corner series?

We also have one in the works now for a club for wrestling moms.

Wrestling moms can get in here and join an exclusive club where

they get gifts and membership benefits and stuff like that.

We draw it out in Balsamic or on a white board if I’m there and the

tools in the campaign builder let you pretty much have a one to

one relationship between what you drew on the board and what you

see on your screen in the campaign builder. Then it’s a question

of dotting the Is and crossing the Ts; you create tags to

indicate when a goal is met and things like that, but I’ve been

really impressed in the past few months as I’ve gotten into the

campaign builder how quickly you can go from that concept to

implementation, which in the former version of Infusionsoft, you

could definitely do it, but it was a lot more heavy lifting so

you’d have to draw up your ideas and you’d have to hand it off

to some guy who works in a dark room to assemble everything and

there was no real way to visualize how it was set up.

One of the things, frankly, it’s simple, but I’ve been most impressed

with the ability to look at a campaign now and see how many

people are in each step. That gives you a sense especially if

you’ve got a bottleneck in a process. A lot of times, I’ll set

up sequences one after the other. The first sequence will run

for some period of time until the customer takes an action and

that’s one of the measures. If you see too many people queued up

in that initial stage, that means they haven’t taken the action.

To me, that’s a signal that we need to do some diagnostics. We need

to fine tune our messaging or we have to make a stronger offer

or have some more compelling reason for them to move through

that gate to get to the next stage which is getting the

increased order size and getting additional orders and things

like that. Just being able to look at that at a glance, I love

that. It’s fantastic.

Trent: Yeah. The fact that it’s visual makes it so much easier. All

right. So, the main feature-and again, for those of you who are

listening, Infusionsoft does have its own shopping cart system

that works with everything else. It’s part of the system. I’m

guessing, Andy, that you guys are using a non-Infusionsoft

shopping cart because you probably set that up before you got

onto Infusionsoft. Or is there a different reason?

Andy: It’s both. It’s primarily because we had our shopping cart set up for

a couple of years before we were introduced to Infusionsoft. The

other reason is just the number of SKUs. We have probably 5,000

different products that we sell on the retail side and

Infusionsoft is great if you’re selling a smaller number. If you

want to have order forms for informational products or for

services or things like that or if you have fewer than 50

products, you would be great to use the Infusionsoft shopping

cart.

There’s some huge benefits to doing that. For example, just the

automation you can set up for successful or failed payments. If

somebody’s on a continuity program and their card is charged

every 30 days, and for whatever reason the card expires and they

get a failure notice, you can immediately jump on that guns

blazing and send them an email right away while they’re still

thinking about it and assign a task to a rep to follow up with

them and make sure you get that card information updated so you

don’t lose people due to attrition. You do everything you can to

keep them in there and you have those canaries in the coal mine

to let you know about it right away.

There are some things like that that I wish we could take advantage

of more. The one-click upsells are really strong too. It’s just

that our catalog is a little bit too big and unwieldy to do that

effectively.

Trent: Okay. That makes perfect sense. Aside from the campaign builder

to automate the follow up and to ask customers what they think

about your customer service, are there other features within

Infusionsoft which are having a really big impact on your

business?

Andy: There are. This is another one. This is kind of a plain vanilla

feature; it’s nothing terribly sexy, but the opportunities

module has been perfect for us. We have a sales force of five

people, and there are varying levels of experience. The two

owners started off as being the sole sales force, and they

learned the trade by necessity. They had to be able to sell if

they wanted to be able to pay the bills. They got really sharp

at it.

One of the things that’s been critical for us, especially in the past

couple of years, as the growth has ramped up, we’ve had to be

able to be a little more nimble and bring people in as demand

increases. We can’t be terribly picky and hire the best of the

best sales force. The margins in our product are not that great.

If you’re talking about custom apparel, a lot of people think of

it as a commodity. We try to treat it a lot differently than

that. What I’m saying is you don’t have the Cadillac sales guy.

You don’t have the old silver fox out there.

In order to compensate for that, we use pipeline automation and

opportunities so we did that mind meld of Gonz [SP] and Jason,

the two owners of the company. We crafted out the ideal

lifecycle of a custom order and we automated most of it. We have

our stages set up and the opportunities, and as the reps move

from stage to stage, the communication is automated to tell the

customers the right things at the right time.

We also use a lot of follow-up tasks because especially we have a

fairly seasonal business. Most of our custom apparel is still

wrestling; so during wrestling season, the reps have a lot of

irons in the fire at any one time. In the past, before we used

Infusionsoft for this, everybody was managing their pursuit in

Outlook or, even worse, on paper. It was easy for an opportunity

to get lost. I was supposed to call this guy two weeks ago, and

now his order is late and he’s super pissed off at me.

Now, we have reminders set up that we’ve trained the reps to work

from their dashboard. It’s pretty hard to lose sight of an

opportunity. If you haven’t contacted somebody for ten days,

it’s right there staring you in the face. We’ve had a lot better

success at keeping fewer drops and fewer misses and keeping in

front of customers.

The other thing about it is it’s a better experience for the customer

because it’s a lot higher touch without having to overload the

reps with thinking of a million things to do every day. The

customers are still getting a lot of follow up during and

especially after the order. We have messages that go out to them

that say, first of all, your package should have arrived. Let me

know if the quality is okay, and if anything is missing or you

have any questions or concerns. That’s a big one right there

because you can spot a lot of problems right off the bat before

the customer has a chance to stew about it or tell other people.

Then, we like to do follow-ups after the goods are delivered on a

scheduled basis. It’s not like we’re going to sell to you once

and forget about you; we’re going to be in touch at 30 days out

and 60 days out and six months out and several points along the

way just to say hi. We’re looking for more business, but we’re

really just looking to make sure everything is okay with their

order, that they didn’t have any problems with the quality, or

anything like that.

Trent: I want to interrupt you there because what you’re explaining

sounds common sense and simple, but it’s so incredibly

important. Without Infusionsoft, all this follow-up you’d have

to remember to do up and that tends to be where it falls apart

for most people. What you guys have done with Infusionsoft is

created processes for this that just fire off automatically upon

the purchase of one of your products so no human being has to

remember to send an email at 30 days and 60 days and 6 months,

correct?

Andy: That’s exactly right. I’m a big believer in the good nature of man

and everybody has good intentions. Even those A sales people,

they’re not going to hit it 100% of the time. They’re going to

have bad days and they’re going to get behind.

What we’ve essentially done with that is raise everybody up to the

level of top performing sales rep. Not necessarily in terms of

ability to sell on the phone or sell in person or anything like

that, but in terms of the follow up, we’re going to blanket

these customers with the right information at the right point.

We know what the common objections are and we’re able to address

those presale objections without the rep having to get on the

phone and go through their laundry list. It’s done for them.

By the time the customer gets ready to buy, in most cases, we’ve

answered most of their questions, we’ve inundated them with

testimonials and things like that so they feel good about the

company and they feel good about what their friends think about

the product.

Our intent is to make that, we’re not trying to create a selling

experience for the customer; we’re just trying to create a

buying opportunity. That’s really what our model is more geared

towards. You can’t go out and sell somebody 48 t-shirts. If I

called you and said I’m not going to get off the phone until you

buy 48 t-shirts, most people don’t have that need right now.

What we can do is make sure we’re in front of that person and they’re

thinking about us and we’re top in line when that opportunity

does come up, and they say, “My son’s got a bachelor party or my

kid’s soccer team needs new uniforms,” or something like that.

We’re establishing relationships with these people.

Again, it sounds simple, but we do that for lost opportunities as

well. Whenever somebody gives us an opportunity to bid on a job

and we don’t win it, we have a very long tail follow up sequence

and we don’t give up on those folks. We say thanks for the

opportunity to bid. In some cases, we send them a card depending

on the size of the opportunity.

Again, at 30 days we check in and say we remember that they were

going with somebody else; we just wanted to see if you had any

feedback on their process or anything I could have done

differently. Then again, a couple months later, we’re checking

in to see if they have any other orders that we can bid on and

again, most of these are seasonal so at the 10 to 11 month mark

is where we ramp that up a little bit because most of these

people are coaches and they’re ordering for their upcoming

season. We put more pressure on at that point and say we’d love

to be able to sharpen our pencil and have another opportunity to

bid on your project.

Again, that’s completely taking the habits or the experience or the

skill of the sales rep out of the process. All they have to do

is answer the phone when that guy gets that note, and he’s in

the right mood and he says you’ve been emailing me for a year,

I’m going to give you another chance. All he has to do is answer

questions and smile and nod and give that customer good service

when he is ready to buy.

Trent: Your sales reps, are they predominantly answering? How much

outbound prospecting are they doing versus answering the phone

and taking the order because you’ve created a system that

communicates and nurtures and stays in touch and persuades to

make the customer call you and place the order?

Andy: If I said 15% outbound, that would probably be aggressive. The vast

majority of all their orders are they’re answering the phone or

answering an email when somebody calls in. We get a lot of that

from our outbound marketing and all the constant messages that

are going out.

We also get a lot from referrals. Customer service is huge for us;

I’m sure it’s important for a lot of businesses, but we put a

lot of effort into making sure that the entire experience is as

good as possible.

One of the ways we’ve really grown the business is we’ll establish a

relationship with a coach. A lot of these are primary and

secondary schools, so it’ll be a high school coach and we’ll

make sure we knock his socks off with great design and great

service and a great product. He’s going to be sitting in the

teacher’s lounge with three other coaches opening the box when

he gets his t-shirts or his shorts or his warm ups or whatever

it is.

That’s really been the bread and butter for us; that particular

soccer coach opens the box and the track coach is standing there

and the basketball coach is standing there and they’re saying,

“What the heck is going on? I deal with a local guy and he works

out of his truck and he’s always late. The t-shirts are printed

crooked and all that stuff.” That’s really been our Trojan

horse.

We’re rolling out some new systems where we’re formalizing that: a

little more instead of just relying on the product to speak for

itself, we’re creating advocates out of those people and giving

them some incentive to spread the word and tell the other

coaches and to tell the other parents about our service.

Trent: Very interesting. Let’s run up to the top of the sales funnel

with lead generation. You mentioned that your sales reps are

spending less than 15% of their activity outbound which means

you’re doing a lot of something to get people to come and

somehow get into your marketing funnel. Can you tell me what

you’re doing and what happens? Tell me about that.

Andy: Sure thing. The majority for the custom side is a lot of repeat

customers. We’re staying on top of those customers who have

already-to use a hackneyed phrase-they already know, like and

trust us. We’re staying after those people with the add-ons. If

we have a special on beanies or backpacks or something like that

to go along with their seasonal orders. That’s a big aspect of

  1. We stay in front of those people a lot through email and

direct mail.

The custom apparel market is pretty tough to compete wide open. If

you looked at the cost per click on Google Ad words for a phrase

like “custom t-shirts,” it’s running into a chainsaw. It’s

impossible to compete.

The way we get around that is we do sports specific campaigns. It’s

all the same. It’s all the same t-shirts and the same shorts but

in order to compete better in that market-and we seem to do

better by design or not in the smaller tier sports. Basketball,

football and baseball, there is a lot of competition there from

some of the really big players, so we have better luck with

things like volley ball and lacrosse and cross country and

swimming and diving.

We’ll do campaigns on AdWords that are specific to those smaller

market sports. You have an ad that runs and drives to a landing

page that is tailored to that specific sport that shows we have

a design library with thousands of designs for custom apparel,

and we’ll hand pick the ones that are the best for that

particular sport.

To that person, it doesn’t feel like they’re buying “custom t-

shirts;” it feels like they’re buying custom track and field

uniforms or custom track and field apparel. That’s one of the

ways we’re able to slice that down into smaller segments and do

a better job of competing.

We do some direct mail. We really haven’t gone outside of our

customer list. We have a variety of different offers and some of

them are highly focused on repeat orders. If a customer ordered

from us last year, we’ll send them a special to reorder the

same, exact apparel with the same, exact design. We do a fair

amount of that.

To our broader list, we have a lot of attempts at conversion from

people who bought from us on the retail side, which is bigger in

terms of customer volume. We try to convert those people into

custom customers and that’s an exercise in generating awareness.

It makes perfect sense to me that we do both, but probably well over

half of the customers who shop with us on the retail side have

no idea that we do custom apparel. Throughout our customer

service exchanges and throughout our retail follow up sequences,

we’re constantly showing examples of the custom apparel we can

do and we’re planting seeds in the customers mind to let them

know this isn’t only for sports teams.

We do corporate apparel. We do event specific apparel; bachelor

parties and summer camps and church camps and family reunions

and stuff like that. That’s a decent part of our business. It’s

really an exercise of planting that seed in the customer’s mind

to let them know that we do offer that service. It’s one person

in a hundred that’s going to be ready to buy custom apparel, but

getting in front of those people and converting them, that’s

been a huge benefit for the custom side of our business-making

sure the retail funnel directs people that way.

Trent: How does Infusionsoft play a role in that? Is that the campaign

builder and just campaigns that you have mapped out as you

explained before?

Andy: It is, and it’s really being able to sit down and map out that ideal

conversation. Going back to my Gonz and Jason example, they knew

how to work a conversation and how to slowly warm somebody up to

that idea.

What we’ve been able to do is sit down over the course of two years

now since we’ve had this in place. We set it up and we

constantly go back and fine tune that to figure out how we can

sharpen the message here or improve the number of clicks on this

particular email, things like that.

That’s one of my big beliefs in the marketing role; I don’t really

know anything. I have some hypotheses that I test, but I

realized quite a while ago that if I sit down and think I know

the answer to unlocking the customer riddle of how they’re going

to behave in a certain situation, I’m wrong 100% of the time.

My model now is I set up a bunch of different hypotheses, and then I

test them. That’s what we’ve been able to do with these

sequences. We put something in place, and we see how it performs

and that becomes the control group. Then we try to beat it by

sending more offers or sending fewer offers or more information

or less information, more pictures or more text. Things like

that just to see what’s going to push customer buttons at

different stages.

I think that’s critical for anybody out there who is thinking about

marketing. That’s a fundamental shift in mindset at least for me

is going from thinking that I’ve got all the answers and I can

set up a campaign and jam it down somebody’s throat to all I can

do is put a bunch of different lines in the water and see which

ones get nibbles and focus more attention on those.

Trent: Help me to understand that. Let’s dive into an example of that.

Can you think of an example we can talk our way through?

Andy: Sure. One example that is non-Infusionsoft related-we do that a lot

with landing pages, just AB testing landing pages and offers. So

that would be which one is going to get more people into the

funnel? And secondarily, what we really care about is which one

is going to generate more orders. If one particular landing page

or one particular sequence of events gets a ton of people in the

funnel but they’re not purchasers, we don’t really care about

those. It’s really a resource strain for us, so we want to get

the most productive customers in the funnel.

The best example is with our FuseDesk customer support. I think we

have fifteen or twenty different templates in there that are

optimized for different customer questions. My shipment never

arrived; I lost it. We have a template, a three or four message

sequence that kind of works somebody through that. The people

that respond to the, “Did your package arrive?” It’s a pretty

huge volume. In those reply messages, I’m constantly trying to

embed different things related to custom apparel.

Asking people if you’re interested in custom apparel and you want a

rep to give you a call, then click here and go to this landing

page and fill out this form. I’ll put that in place and let it

run for a while, then I’ll change up the verbiage or move it to

the top or make it more pronounced or less pronounced or maybe

put it in a different message later in the sequence and then

compare to see which one makes more hay.

We’re always doing small changes like that. Not to say that we’re not

satisfied with our results, but we’re never convinced that we

can’t improve just by wordsmithing or changing the color of a

button or changing the subject line of an email and the

important thing there is just to measure which ones are more

productive and keep track of everything, so you know when we use

the ambiguous subject, we get more opens but fewer clicks versus

when we use a very direct subject that’s very transparent and

clear. We don’t get as many opens but the people who do open it

are more likely to actually respond and start a conversation

with a sales rep and fill out a form or something like that.

Trent: Let me make sure that I understand what you just explained. In

your customer support system which you’re using FuseDesk for,

people are submitting support questions or what have you and you

are embedding marketing messages into the replies that you’re

sending to their support queries? Is that correct or did I

misunderstand?

Andy: That’s absolutely right. A great example is the follow-up sequence

has an automated message that goes out that says did your

package arrive. I don’t know the exact statistic, but a lot of

people will reply to that and say, “Yes I did,” or “Thanks,” or

“No, I haven’t gotten it yet,” or whatever. Those all go to a

catch all email address, FuseDesk, and the reason we do that is

by design. I’ve seen a lot of people who will put a link in the

email that says click this link to tell me your package arrived.

At this point in the game, most of our customers since our growth

curve is still fairly steep; most of the customers are dealing

with us for the first time so as much as possible, we want them

to feel like they’re dealing with a real person. If I send Trent

an email and I say, “Trent, tell me if you’re feeling okay

today,” that’s a lot less personal than sending you an email

saying, “How are you doing? Hit reply and let me know how you’re

feeling today.”

We’re trying to establish rapport with customers. Once that comes

back into FuseDesk, that reply that says, “Yes, I got my

package,” that creates a support case. Then we have a template

that replies to that that says, “Thanks very much, I’m glad to

hear it. Your satisfaction means a lot to me; by the way, did

you know we also do custom apparel?” Or “By the way, we’re

running a special on custom apparel.”

Again, most of our customers on that sequence are going to be parents

and we’ll say things like, “We’re running a special this month

on wrestling cleaners. Do you think your son’s team would be

interested in getting this offer? If so, click here and give us

their name. Hit reply and give us their name.”

Those are Trojan horses; we’re embedding those things into the

natural course of the conversation where we want the customer to

feel like it’s an exchange of pleasantries of just making sure

your package arrived. But again, I’m planting little seeds in

there to make sure they know we do custom apparel or to make

sure they know of different special offers that we have going on

at any particular point.

Trent: When the reply goes to FuseDesk: you send an email asking if

they got their package. They type in yes, or yes I did or you

betcha or any number of ways of a positive response. How does

FuseDesk know that they got their package? Is it keyword based?

Andy: Yeah. That part is not automated. We have one customer service rep

who monitors that queue and there’s no natural language parsing

or anything like that. She looks at the responses and if they

yes or yep or you betcha or whatever, then she can quickly

within two clicks choose the template that says reply to the,

“Yes I got my package,” and her template already has all the

offers embedded in it. That way, we can change them out without

involving her or having to train her to do anything different.

She just chooses the same template.

You still do have to look at and read every message, but the fact

that you can reply within three or four seconds to each one.

During our busy season between November and January, we have one

customer service rep who is handling all of our support cases

that come in, so we use our support@; support@bluechipwrestling

and support@bluechipathletics. All of those create cases in

FuseDesk. We had one person working on those part time and she

was able to patch all the customer support cases during our

busiest time in addition to doing some other responsibilities.

That’s been extremely powerful both in terms of providing that high

touch experience and also providing a very consistent

experience. I don’t have to worry about them with grammar

mistakes or spelling mistakes or saying anything off color.

We encourage them to personalize messages. If somebody says thanks

for sending out my singlet, Johnny won his tournament, then

they’ll type in a quick one or two sentences at the top that

says, “Congratulations to Johnny. If you have a picture of him

in the singlet, please send it into us, and we’ll post it on

Facebook.”

For the most part, it’s boiler plate responses. 90% of the time, the

conversation goes exactly the same way, so we just anticipate

that. If we do have one of those that’s in the 7% that’s

completely off the map, then somebody just has to sit down and

type an email which is what most people are doing 100% of the

time. It’s been a dramatic time savings for us.

Trent: Absolutely. There are a lot of ticketing services available. I

looked at FuseDesk and it’s not the cheapest in the world; I

think it’s about a hundred dollars a month. But it integrates

into Infusionsoft. What is the benefit of that integration for

you at your organization?

Andy: The main thing is maintaining that complete view of the customer.

Whenever you have a conversation via FuseDesk, all of that is

appended to the customer record just as if you were sending an

email through Infusionsoft. If a customer calls in and has a

question, the CSR can quickly pull up their record and see at a

glance if this is somebody who has had chronic problems and we

screwed up their order 20 times in the last 20 days. You have a

slightly different approach and a higher level of service with

those people to make sure you can save the play there versus

somebody who is calling in for the first time.

The visibility is one, the fact that there is literally no

integration. The only thing you have to do to tie the systems

together is plug in your API key. Then you can pull over. We

have a category of templates that’s just called FuseDesk

templates and that’s what our customer service rep looks for.

That’s where we have the respond to the customer about the lost

shipment or respond to the customer that says thanks I got my

package or respond to the customer that wants to change an order

at the last minute. All those templates are stored in there.

Trent: In Infusionsoft?

Andy: Yeah. They’re written in Infusionsoft and they appear in FuseDesk.

FuseDesk is a web interface, you long in, and any template that

you set up in Infusionsoft is just pulled over via the API and

appears in a drop down within FuseDesk so somebody can grab it

and send it out that way. That’s one benefit.

The other thing is, what we did in the past was everybody had their

own mailbox. The girl who handled the support cases would get an

email and if she was out sick or if she was on vacation, unless

somebody went and logged into her email . . .

Trent: No one would know.

Andy: Chances are the connection would get lost. Now we can seamlessly

transfer those cases to somebody else and make sure that queue

is getting worked and that nothing’s getting dropped.

The reporting is also nice; you can see how quickly cases are being

closed, what your average close time is and things like that. It

lets us keep an eye on how we’re doing. As we get into the busy

season, if our close time is going down, or we have a bunch of

cases open, we can appoint somebody else and say, “Okay, go

start answering cases,” and you don’t have to worry about

stepping on one another’s toes.

You can assign a case to yourself and work it and any replies to that

case come back to you. It’s been great and the best thing about

it is that it maintains that comprehensive view so you don’t

have to worry about going out and looking in some other system

to see what kind of service we’re giving to this guy.

Trent: Could you have some kind of activity happen in FuseDesk which

would cause a tag to be applied which would then trigger a

campaign to be fired?

Andy: Yeah. Absolutely. They’ve done a lot in the past year. There are a

number of things you can do: you can run a note template, you

can run an action set, things like that from the FuseDesk

interface. We’ve done a few things like that.

One good example is we provide credit to our retail CSR if they get a

referral. A lot of times, they’re on the phone with the

customer, and they can in a very conversational way find out if

this guy is a coach, and if so, would he be interested in

talking to somebody? We’ve got some custom apparel offers. Can I

interest you in that? She is compensated based on the number of

leads she hands over the fence to the custom sales team and she

just runs a note template.

Inside FuseDesk, she’s answering the case, she runs a note template

that applies a tag to the customer that says it was a retail

referral, it creates an opportunity for the sales rep to call

that person, and it sends an email to the sales rep to get on

the phone and call this guy right away, he’s a hot lead.

It’s really think of anything that you can do; within Infusionsoft,

you can now integrate into your customer support experience.

That’s pretty powerful.

We use internal forms as well. There’s no internal forms in FuseDesk,

but it’s a pretty great shortcut to be able to kick off any kind

of a campaign. Again, it’s for those situations that come up

every day. You have 100 people in a day who say a particular

thing. If you want to start them in a different sequence, all

you have to do is pick an item from the drop down menu and hit

  1. The person running it doesn’t have to have any knowledge of

Infusionsoft, they don’t have to know what’s going on behind the

scenes. All they have to know is I get a point for every time I

do this, and if I get 100 points this month, I get a gift

certificate to go have dinner somewhere. That’s all and

everything else happens on its own.

Trent: Something I always wondered with the internal forms: let’s say

you have a guy in your database. His name is Bob Williams and

his email address is bobwilliams@gmail.com. Let’s say Bob’s

already in the database and somebody on your team pulls up a

custom form for he’s going to order-I don’t know. Give me an

example of when you would use a custom form.

Andy: We do it for completing their profile. When the retail CSR is on the

phone with somebody, she quickly types in their first and last

name to find their record. The internal form says things like-

it’s actually got a script on it-it says things like did you

know we have a discount club that provides 10% off? The customer

either says yes or no and if they say no, then she says would

you be interested? Should I sign you up for the discount club?

It doesn’t cost anything and you’ll get a coupon and special

offers in the mail. They say sure, absolutely, so she checks a

check box that says sign up for the Take Down Club.

Another one that’s one there is Coach’s Corner; that educational

series. You don’t say these every time to every customer; she

just tries to work them into the conversation if it’s a natural

bit.

Then she’ll say would you be interested in getting this education

sequence written by elite wrestling coaches? And they’ll say

absolutely so she checks the box for that and the big one that

we try to get her to work in is the custom apparel. She says,

“I’d be happy to help you with this singlet; did you know you

can order custom team singlets for your son’s wrestling team?”

They’ll say I didn’t know that. “Would you like me to have a

sales rep get in touch with you?”

She checks a box and when she submits that form, there are three

different campaigns that are getting fired off. One is to sign

them up for the Coach’s Corner so they get their first message

within a couple hours. Secondly, they get their discount welcome

to the club email for the Take Down Club and then thirdly, we

create an opportunity for that custom sales rep to give this guy

a call.

That’s that retail referral where she gets credit for it and the

custom guy gets the lead and gets on the phone with the

customer. That’s the primary use.

The other thing is just rounding out their profile. If she can happen

to get their birthday, if she can happen to find out if they’re

a parent, we have different messaging. If we know someone is a

parent versus a coach, we speak to them slightly differently.

She’s just checking off boxes on the form as she goes and when

she hangs up the phone, she hits submit and all those things

that she queued up during their conversation get fired off.

Trent: Where I was going with my question: if Bob Williams already had

an instance in your database; there was already a record, using

this custom form and filling in his name and his email again

doesn’t create a duplicate entry. It just updates the current

one because the unique identifier is the email address. Is that

correct?

Andy: Right. Actually, one clarification: it’s something that I’m not crazy

about. You cannot use an internal form unless the person is

already in your system. If they’re not, you’d have to add

contact, create that person, and then once you hit save on that

secondary page where you’re looking at the profile for the

customer, about halfway down the page there’s an internal form.

The way it’s designed is that you’re only filling it out for

people who are already on your list and anything that’s on their

profile.

For instance, the top section has their name, email and phone and the

second section has their billing address and the third section

is the offers. If you were talking to a customer or if Ashley in

this case is talking to a customer who has been shopping with us

for five years, most of that stuff is already going to be

complete. When she pulls up that internal form, their name,

phone, their email is all going to be there, their address is

going to be there.

What we ask her to do is just confirm those things. “Are you still on

123 Wistia Lane or is the best phone number to reach you still

1234?” She’s confirming that more than filling it out. The heart

of it is she’s asking them about those different offers trying

to get them interested in custom apparel or trying to get their

birthday or another one we ask for is their shirt size.

Since we’re an apparel printer, a lot of the promotions we do

involves sending people a free custom t-shirt or a free custom

polo or something like that to plant the seed to get them

interested in custom apparel. If we know their shirt size, we

can set up tiers of customers. All the customers who have

shopped with us if they’ve placed more than three orders in the

past six months and their total spend is over $7,500, we’ll put

together that short list of customers and if we’ve already got

their shirt size, we can go ahead and send them a wow package or

a thank you package just to get that feel good vibe going.

Trent: I see what you’re talking about now. I just got my first golden

nugget here for myself. You pull up the record and it’s under

the tasks tab and then you scroll down a little and there are

internal forms submissions. You can pick a form and click the

fill out button. That’s what you were referring to, correct?

Andy: Yeah. It’s a bit of a specific application. When I first heard about

it, I was thinking about it the same way you were: she’s going

to get a phone call from a lead that’s not in our system and

she’s going to be typing all this stuff to add them. That’s not

really what we use it for.

Frankly, I wouldn’t want to slow down the conversation that much so

if somebody calls in, I wouldn’t want to force them to sit there

and wait as she typed out the form. Unless it’s of value to

them, we don’t want to collect information that’s just an

annoyance to the customer. It’s making sure that she can quickly

kick off those campaigns is what it comes down to. With one

check box, she can start off a whole sequence of events just

based on us finding out that they’re a parent or what other

sports they’re interested in or things like that.

Trent: Just so the folks who are listening to this-because I know this

is a rather technical discussion-it’ll probably mean more to

people who are already using Infusionsoft. But in the event that

you’re not and you’re still listening, I want to give you

context to understand this.

Think about in your business when you talk to a prospective customer

or an existing customer and they say they want fries and they

want ketchup and they want a burger and a shake or whatever it

is that they want and you hang up the phone and then you have to

go do all that stuff so you don’t forget to follow up and send

all those emails and do, do, do.

What we’re talking about here is a way that you can simply put a

checkmark in a check box that on submission will fire off a

campaign that was built by you in the campaign builder, which is

a drag and drop environment. For every person you put that check

box in, that campaign will fire in exactly the same way every

time so the sales rep that’s talking doesn’t have to remember

that when they hang up the phone because heir phone might ring

again and they get distracted that they have to do this and that

and the other thing so that nothing falls through the cracks.

Andy: Yeah. That’s exactly right. And the way I like to think about it: I

think it’s ideal. That approach is perfect for businesses when

you’re going to have multiple touches with the customer over a

period of time.

Sorry, I got some feedback there. I thought I lost you, Trent. If

you’re having multiple touches with a customer, you’re not going

for the kill on call one. You’re going to talk to this person

three or four times over the span of a couple months and it’s a

very slow, iterative process.

I read a book that was pretty profound for me. It was called “Hug

Your Customer.” It was about this apparel retailer in New Jersey

and they had this system in place where each customer had this

huge profile of information and the sales reps would get

familiar with what we know about this guy and what are his kids’

names and when’s his birthday? What’s his favorite bottle of

wine and all that stuff?

That’s the way I like to think of it. As you have multiple touches

over the course of time, and in addition to that, multiple

touches from people in the organization, we’re all plugging in.

We’ve decided what are the things that are most important for us

to know about this customer and we’re all working together to

round out that profile, so that over the course of a couple of

years-and that’s really the lifespan of our customer. We do much

better with somebody who has been with us for several years

versus somebody who is just going to come and place one order.

We’re trying to round out a profile and learn as much as we can

about them through all those different touches so we can turn

around and provide exactly the right service they need based on

what they told us about themselves.

Trent: How do you get the people who are on the phone with them to

remember to look at the internal forms that are available, to

pick one, and to click the fill-out button?

Andy: We incent them. That’s the main way. The primary incentive for the

retail CSR is they get credit for the number of custom leads

they pass over the fence. It’s not perfect. They’re not going to

do it every time, and I wouldn’t really want them to do it every

time. If they’re in a hurry and somebody just has one quick

question, it wouldn’t necessarily make sense for them to say,

“Hold on a second while I log into Infusionsoft. My password

expired; I have to change my password, hold on another minute.”

That’s just a bad customer experience.

It’s not going to be perfect, but we try to make sure they know

there’s something in it for them. We don’t have a formal program

in place; they get credit for those leads in terms of the

commission that’s driven from those sales. They get some upside

from that.

We also do little promotions. If you’ve ever worked in a restaurant,

whoever sells the most appetizers today gets whatever. We do put

tags on people so we can tell who are all the people who had the

internal form filled out for them. You can do some metrics on

that and provide some one-off incentives to give them a little

boost.

Trent: We are closing in on the hour. There is one last thing I want

to ask you before I go into the lightning round which is a

couple of real quick questions. You talked a lot about measuring

customer satisfaction. Are you using a net promoter score to do

that?

Andy: No, we’re not right now. It’s on my list of things to get

implemented. Right now, it’s purely based on their rating on a

scale of one to five. We’re in the process of rolling out a

program that’s going to make it easier for people to refer

friends. We don’t really track right now. If Trent sent Bob to

me and Bob placed a big order, then I give Trent some sort of a

high five for that. We’re not doing that right now, but probably

in the next month or so we’ll have a formal system in place to

do that.

Trent: Yeah. Okay. Let’s wrap this up. Lightning round. Three

questions: what are you most excited about, Andy, for 2013?

Andy: For 2013, I think I’m most excited about the growth on our custom

sales side. We’ve dialed in so many things on the retail side

and seen such incredible results there. We haven’t applied all

those things to the custom side; we’re in the process of doing

that now. I think between the growth and our sales team and the

things that we’ve learned and the capabilities that we’re

getting in place, that business which is actually two thirds of

our total size of the company, if we can see the same results in

our custom apparel sales as we have seen in our retail sales, I

think that’s going to be outstanding.

Trent: Yeah. Huge. Okay. How about a business book? Do you have a

favorite business book? You mentioned “Hug Your Customer.” Would

that be it?

Andy: One that is more for more complex, consultative sales; I mentioned

Mahan Khalsa before. There’s a book called “Let’s Get Real or

Let’s Not Play” and that was really a fundamental shift in my

thinking about sales. I was talking about how you’re not

selling; you’re creating a buying opportunity. It gives you some

direct, clear ways for thinking about how you interact with

customers and how you’re actually trying to do.

The thing I try to keep in mind every day is it’s really about what’s

best for our customer. We’re trying to be a trusted advisor and

I want every customer to make a decision that’s in their own

best interest.

A lot of times, that means we’re not the best fit. If we can’t meet

their timeline or we can’t provide good service based on their

specific requirements, we have no qualms at all with saying,

“We’d love to have your business but we’re not going to give you

the best experience and we want you to have the best

experience.” Just that shift in mindset from I’m going to do

whatever is good for me regardless of what it means for the

customer to doing the best thing for the customer regardless of

what it means for me personally.

In the long run, there’s no question that’s a better way to operate.

And in that book, “Let’s Get Real and Let’s Not Play,” that was

pretty profound for me.

Trent: Okay. Cool. Thank you for sharing that; I hadn’t heard of that

one. For anyone who is listening to this, if they want to be

able to reach out to you, is there a way that they can do that?

Andy: Sure. I’m on Twitter; my twitter handle is theandymichaels. I also

check my email a lot. My email address is

amichaels@bluechipathletic.com.

Trent: Okay. That was very generous of you. Thank you for sharing

that. Andy, thank you so much for making the time to come on the

show. I hope that the listeners who are already using

Infusionsoft have picked up some really terrific new ideas, and

for those of you who aren’t yet using Infusionsoft, hopefully

this interview has given you some insight into what is possible

with Infusionsoft.

If you have additional questions about it, please feel free to email

me directly. I’m also an Infusionsoft user and obviously a

raving fan. You can send that to trent@brightideas.co. Andy,

thank you so much for making time to be on the show.

Andy: Thanks, Trent. It was my pleasure.

Trent: To get the show notes for today’s episode, head on over to

brightideas.co/55. When you’re there, you’ll see all the links

to any sites or books that we talked about as well as some other

valuable information that you can use to ignite more growth in

your business.

If you’re listening to this on your mobile phone, you’re in your car

or wherever, and you want to be able to get access to some other

really cool stuff, go ahead and send a text. You want to text

the word Trent to 585858. When you do, you’ll get access to the

Massive Traffic toolbox, which is a compilation of all the best

traffic-generations strategies shared with me by my guests on

the show. As well, you’ll also get a list of my personal

favorite picks of all the interviews I’ve ever done. With 55

interviews in the can so far, there are a lot of interviews to

choose from.

And finally, if you really enjoyed this episode, please head over to

brightideas.co/love where you will find a link to leave us a

rating in the iTunes store. That’s it for this episode. I’m your

host, Trent Dyrsmid. I look forward to seeing you in the next

episode. Take care and have a wonderful day.

Recording: Thanks very much for listening to the Bright Ideas Podcasts.

Check us out on the Web at brightideas.co.

About Andy Michaels

WAM_HeadshotAndy worked for the global consulting firm Accenture for over eight years, traveling the country helping Fortune 500 companies achieve positive results through smart implementation of process and technology.  After getting sidelined by Hodgkin’s Lymphoma for nearly two years, Andy went back to the drawing board to rethink his approach to life and his definition of success.

He now serves as the CIO for Blue Chip Athletic, where he introduced Infusionsoft to catapult their sales of retail and custom apparel.  In two years he turned Blue Chip from a customer-ignoring wallflower into the belle of the athletic apparel ball, culminating in their nomination as an Infusionsoft Ultimate Marketer in 2013.

Digital Marketing Strategy: Dr. Dustin Burleson on How He Tripled His Revenue Using Marketing Automation

How would you like to triple your company’s revenue in just 18 months? Sound too good to be true?

It can be done. In this episode of the Bright Ideas podcast, I’m joined by Dustin Burleson, a practicing Orthodontist and an extremely talented marketer. By focusing on marketing excellence, Dr. Burleson has been able to build a practice that has 4 locations, 35 employees, 7,500 patients, and annual revenue of just over $4 million.

Best of all, Dr. Burleson has increased his vacation days from just 5 to over 40 per year!

In this exclusive interview Dr. Burleson will go into detail explaining how he:

  • Increased revenue by over 600% since deciding to focus on improving his clinic’s marketing
  • Attracts new patients
  • Retains existing patients
  • Reduced his patient acquisition cost by 56%
  • Increased revenue from referrals from just 20% of total revenue to over 60%
  • Managed to go from 50 new patients per month to over 170 without overwhelming his staff
  • Makes use of high quality free information reports to capture the interest of prospective patients, and then, how he’s automated the entire follow up sequence that last for 11 months after the initial inquiry which has resulted in 30% more calls from these prospective patients
  • Advertises in specific locations to drive more traffic to the portions of his website that offer these valuable free information reports
  • Configured his systems to alert his staff to which patients and prospective patients require a personal touch, and when that touch is needed so that no one falls through the cracks
  • Created an irresistable offer that gets bundle in with routine treatments so that he is able to protect his pricing

…And so much more!

Links Mentioned

More About This Episode

The Bright Ideas podcast is the podcast for business owners and marketers who want to discover how to use online marketing and sales automation tactics to massively grow their business.

It’s designed to help marketing agencies and small business owners discover which online marketing strategies are working most effectively today – all from the mouths of expert entrepreneurs who are already making it big.

Listen Now

Leave some feedback:

Connect with Trent Dyrsmid:

Transcript

Trent: Hey there. Welcome to the Bright Ideas Podcast. I’m your host

Trent Dyrsmid and this is the podcast for marketing agencies and

entrepreneurs who want to discover how to use content marketing

and marketing automation to massively boost their business. My

guest on the show today is Dustin Burleson of Burleson

Orthodontics. Burleson was started in 2006 with just one

employee and no customers.Today Burleson is doing over $4 million a year with 35 employees,

four locations and over 7,500 active patients. In 2013 Burleson

was named as one of Infusionsoft’s Ultimate Marketer of the Year

finalists, and after hearing its story of how using Infusions

software tripled the size of this company, I knew that I really

wanted to have Dustin on the show.But before we get to that I have a couple of special announcements,

including my technology tip. So this one is, if you use Chrome

and you frequently need to access the same kind of set of

webpages in multiple tabs, there is a free chrome extension

called FreshStart Cross Session Browser Manager. So if you just

Google Chrome extensions, it’ll take you to chrome extension

store where you can get this. So if there’s like five or six

tabs. For example, for me, I have like this social, so it will

open up Facebook, it will open LinkedIn, it’ll open YouTube and

it’ll open up Twitter. So I don’t have to open those manually, I

just click this button and all of them just pop up. That’s

exactly what Fresh Start will do for you.The next thing I want you make you aware of is my upcoming webinar on

Lifecycle Marketing. Now, this a topic if you aren’t familiar

with lifecycle marketing, you really need to be because it’s

what separates the profitable businesses from the ones that are

struggling. Lifecycle marketing comes down to seven steps:

attracting traffic, capturing leads, nurturing those prospects,

converting those prospects to customers, delivering your product

or service, and satisfying the customers with, not even just

satisfying wowing your customers, increasing revenue with

upsells and cross-sells and then motivating your customers to

generate referrals.And as you are going to hear in this episode, my guest used to get

15% to 20% of his new clients from referral now he gets 60% of

his business from referrals from existing clients. So lots of

good stuff to come in this interview, to sign up for that

webinar just go to brightideas.co and you’ll be able to be on

the list and you’ll receive a notification every time that I do

that webinar.So that said, let’s transition over to my interview with Dustin. Hey

Dustin. Welcome to the show.Dustin: Hi Trent, thank you so much for having me.Trent: No, it’s my pleasure to have you on the show. So for the folks

who have just heard the introduction that I read off for you,

but don’t really know who you are, maybe just in your own words

give us a little short brief introduction of who you are and

what you do.

Dustin: Sure. I’d love to. So by trade I’m an orthodontist, so I work

on teeth and help mostly kids and some adults straighten their

smiles and improve their bites. We also work with cleft lip and

palate kids. So by professional, I’m a trained orthodontist, but

over the years of growing into coaching and consulting other

doctors, dentists and certainly orthodontists on how to improve

the business life, how to improve their practices and actually

create a lifestyle that’s not so much about working in the mouth

24/7.

So that’s a little bit about me, I’m from Kansas City, Missouri. Have

a wife and three beautiful children and we have four locations

throughout the Metro area and about 35 employees and we’ve grown

from zero patients and zero employees. Actually, I was the first

employee back in 2006. So it’s been a rapidly growing ride and

we’ve been enjoying it quite a bit.

Trent: And no kidding, that is a phenomenal accomplishment and so for

the folks who are listening how I met Dustin was at InfusionCon,

which is Infusionsoft’s Annual Conference, and he was nominated

as one of the three finalists for Ultimate Marketer of the Year.

So this is going to be a conversation that has a lot to do with

Infusionsoft because, and I’m going to let Dustin explain it to

you, it had a pretty big impact on his business.

Do you want talk before we get into the how you did what you did? Can

you just tell us a little bit about the results that you

achieved Dustin? So the folks who are listening can figure out

hey should I keep listening to this interview or should I skip

on and do something else today.

Dustin: Yeah, so for those who are result-driven much like I am, I will

fast-forward to the end result and say that since we started

with Infusionsoft our company grew 600% and that was beyond our

a pretty good-sized company. So we started getting seriously

involved with using Infusionsoft on a day-to-day basis to run

our operations. We purchased the software probably in 2009 and

like a lot of users kind of dabbled with it and once we got

really serious with it in 18 months it grew our business over

600%.

So it’s been a tremendous result for us and I would encourage anyone

who’s not using it to at least look it up and can consider that

because we’re going to talk about, today’s trend is the nuts and

bolts of how that’s happened and it’s as Trent knows a very,

very powerful piece of software and it’s completely changed not

just our business but my personal life as well. If you are

entrepreneur looking to get some free time back, enough to spend

some more time with your family and to not be involved in the

doing day-to-day routine, repetitive tasks that Infusionsoft can

totally change your business life and it’s certainly done that

for us.

Trent: And for me as well because I’m also a very happy Infusionsoft

user and by the way a few, a lot of my audience is not in your

business Dustin, they have their own marketing agencies or

variety of other types of small businesses and if that’s you and

you’re listening don’t tune out because the principles that

we’re going to talk about in this interview are applicable to

your businesses just like they were applicable to Dustin’s and

this is going to be, it could be a game changer for you.

Obviously for Dustin using the software it was. For me, it has had a

huge impact on my business as well and when I was at InfusionCon

I met entrepreneur after entrepreneur after entrepreneur who

were just raving fans and one of them in fact said, “With

Infusionsoft you can hit 1 million by accident.” I thought was

great.

Dustin: That’s a great point. Yeah, that collection of individuals and

businesses is unlike anything else on the planet. If you’ve

never been on InfusionCon, this is on YouTube, I agree with

Trent. This is something that you really can get so many great

ideas and most of them, you had a great point which is most of

our big breakthroughs in business have come from outside of our

industry.

So the idea of, well, I’m not orthodontist and I’m not from Kansas

City, so I’m going to tune out to this episode and listen to one

when Trent starts to talk about my business and my particular

part of the world, I would caution you against our biggest

breakthroughs have come from outside of our industry. So the

hours we set, how we train customer service positions in our

office, down to how we communicate with our patients, none of

that I have learned from other orthodontist. So it’s a great

point.

Trent: Yeah, and thank you for echoing that. All right. So let’s jump

into, I want to make sure that people understand when they might

want to consider using Infusionsoft, so tell us a little bit

about your business and what you were using before Infusionsoft.

Dustin: Good, it’s a great question. We tried everything because we hit

a wall. I think when you look in your business and say, “It

seems like there’s something that could be a little bit more

streamlined.” In other words, we seem to be doing the same task

over and over and over again.

So a good example might be a new client or a new customer welcome

sequence. So they purchase a product or service from you and you

want to follow-up with that individual to make sure they’re

happy with the product or service. You want encourage referrals

and get feedback, you want to make sure that they come back

again and again to purchase either another product or to renew

that service.

For us that sequence was the same thing over and over again. It had

to be somewhat customized to the individual. But we were wasting

a lot of time manually printing letters, manually sending email,

so we start to look at some email automation tools, constant

contact and mail jumper to the very entry-level one of those,

AWeber was a little bit more sophisticated, but when you get

into that world of marketing automation, you’ll quickly hear

about or meet someone or even get into a sequence from a company

that’s using Infusionsoft, and you start to compare the benefits

of Infusionsoft to a lot of the others. We found it was far

superior.

And so our initial drive to get into something this sophisticated was

to take that the mundane, those repetitive tasks you’re doing

over and over again, your staff is just completely strapped down

with these repetitive tasks. For us, getting that off of our

staff so they could focus more on spending time with our

clients. That was a huge initiating drive for us.

Trent: And so just so that people know, Infusionsoft is your customer

relationship management software. It’s your e-commerce shopping

cart software. It’s your email marketing software and your

marketing automation software all wrapped into one beautiful

package that works together. And I think that’s one of the

reasons why it’s so popular because when you’re using multiple

systems, trying to get them all talk to each other can be a real

nightmare, especially for someone who’s not technical and

doesn’t understand what an API is and doesn’t want to hire a

programmer and all this other stuff which causes friction in the

whole idea in marketing and in running your business is to avoid

friction.

All right, so Dustin, can you just tell us a little bit at the high

level and we’re going to drill in with details here and follow-

up questions, but how are you using Infusionsoft in your

business?

Dustin: At this level, we get this question a lot, and we kind of joke

with a smile and say, “I’m not sure of any way that we’re not

using Infusionsoft.” So it’s from everything as like you

mentioned with marketing. So how we attract and convert leads

into customers, how we nurture those customers to encourage

referrals.

So we’re using it to drive new business. We’re using it then at that

point with new customers to drive new referrals. We’re using it

to increase their satisfaction, so all our surveys and all of

our quality assurance measures are run through Infusionsoft. If

you boil down to the very nitty-gritty, we’re actually using it

to train new staff member. We’re using it in HR. We’re using to

nurture referrals from, for me would be B2B type referrals. As a

dental specialist we’re using that to nurture relationships

amongst our general dentists to send us patients.

So on every level of the business, it’s back to basic management.

Peter Drucker says, “If there is something you can’t measure,

you really can’t manage it,” so any number in your business that

you’re measuring you can turn that on to Infusionsoft. So for us

it was new clients for us, so generating new patients. Where are

all those new patients are coming from.

So managing those leads, in other words automating the process of a

patient or a parent requesting a free report that now goes out

automatically, we don’t have to put it in the mail, it’ll

actually would go to our fulfillment center of its requested via

mail, and go via email if it’s requested that way. That’s all

automated. This happens without us even knowing it, you just set

up inside Infusionsoft and let it run.

So new patient management has been huge for us. We went from about 50

new patients a month to over 170 new patients a month just

through automation because we couldn’t keep up with it. It

wasn’t consistent and it really was kind of a mess if you’re

trying to manage it manually. So, on every level business we’re

kicking numbers that matter and we’re attaching and automating

the steps in the process to increase those numbers.

Trent: I want to go down my first of many rabbit holes here for just a

second because you talked about, you’re going to give a free

report and automate it and so forth. And I don’t know that

everyone that’s listening to this I understand exactly what you

mean, but I think there’s some people on who are listening who

might not grasp this free report lead generation what is that

all about?

So essentially what you’re doing is you’re putting up a page where

you’re offering a report that is relevant to a problem that

people are searching for? What’s the report? How you get traffic

to the page and then and don’t spend too much time on this

because there is so much other stuff I want to cover, but I

didn’t want to skip past because I think it’s important.

Dustin: I think what we found is a in my industry, a lot of parents are

considering not just, you know, do I need orthodontist, but when

should the kids go see an orthodontist. When should they get

braces? So we started looking at a lot of, you can go to Google

and actually see what people are searching for in your industry,

and for us it was a lot of parent searching for, “How much do

braces cost,” and “When is the best time to get braces?”

So we generated and created free reports that answer those questions.

So what you’re going to do is take really a question or problem

you can solve for your customer, your client or your patient and

you’re going to boil that down into just great contents. So this

is not a sales message. This is all about providing great

content to potential customers and the goal is to get those

potential customers to raise their hand and say “I’m interested.

This is something I’m interested in.” And then you capture their

contact information.

So we would generate free reports on landing pages and you can

advertise those through, for us, a lot of mommy blogs, so a lot

of moms that are talking about events in our area will advertise

on those websites. We’ll advertise in traditional media, we’ll

advertise on the radio, Google AdWords is a great lead

generation tool. We’ll also do some Facebook advertising.

So any lead source that works for you. In other words, where your

clients are coming from, whether it’s the Yellow Pages or

newspaper print, postcards, webinars, what you want to do is

think about how can I solve a problem for this patient or this

customer or this client, and then how can I then nurture that

relationship? Because not everybody is ready to buy.

So for lead generation for us we’ve automated that process and in

turn we’ve had parents stay in our sequences for up to 11 months

before they make the decision to actually call one of our

offices and schedule a complementary consultation. So for us

that blew our minds. We assumed when parents were ready for

braces, the buying cycle was within a few weeks, maybe a few

months, but a lot of these parents are staying in the sequences

for 11 months. Could you imagine trying to nurture someone for

11 months and keep in contact with them manually? For me it

would be impossible.

Trent: And that’s just what I was going to say is that the whole

automation of the follow-up is one of the reasons why

Infusionsoft, people that use it are such evangelists for it

because there’s no way you could do this manually. The wheels

would fall off, like I have a friend who’s a realtor, and he

spends all this money on postcards to generate leads and his

call to action is a phone number, and I said to him, I go, “Why

do you not capture an email address?” He goes, “Well, it’s risk-

free. They can call.” And I said, “No, that’s not risk-free,

people don’t want to talk to you yet.” So I said, “What you’re

doing with the people that don’t call?”

Okay, so now he started to capture email addresses. But he doesn’t

have an automated follow-up system so they get the email to

respond, and they reply back and if the person doesn’t write

them back, again they don’t do anything more with that email

address ever.

Dustin: Wow.

Trent: And I said to him, I said, “Do you understand how much money

you’re leaving on the table?” And so I sent him some podcast on

realtors and so forth and so the light bulb is starting to go on

and I hope that if you’re listening to this and you’re capturing

email addresses and you don’t have an automated follow-up system

that allows your prospective customer to self-segment themselves

and will get into that little bit later on, you’re really

probably leaving a substantial amount of profit on the table.

Dustin: Absolutely.

Trent: Okay. Wow. I actually, my next question can you describe your

process for tracking and capturing leads? I think we just kind

of covered that one. All right.

So the content that you are using for lead magnets are all very heavy

information base to answer questions that people have and I want

to reference another podcast that I did. If you go to

brightideas.co and you search for Marcus Sheridan, he’s the pool

guy, and he has got the most highly trafficked pool website in

the world because he just decided to create a whole bunch of

content to answer people’s questions. So really don’t

underestimate the value of the simplicity of just thinking what

are people asking before they buy my stuff and figure out a way

to get that information to them.

All right. What is next, because you just answered a whole bunch of

my questions in advance. So, yeah, you said the results from

lead generation you went from 50 new patients a month to 170 a

month that’s pretty substantial.

All right. Let’s talk about nurturing and conversion then because

just because and you alluded to this stuff and you said some

people stay in the nurturing process for 11 months. So

obviously, not everybody that gives you their contact

information is in the same space from a psychological buying

standpoint. So can you talk a little bit about how you nurture,

and if you’re segmenting, how you segment?

Dustin: We do. So I mean the nurture process for us and Infusionsoft

has completely changed our business and the reason is obvious.

When you look at, so a good example is, you know, the other day,

I’ll tell you a story. I was at Costco and if have Costco, these

are like big-box retail stores, lots of people buying some

things for the business and buying some fruit and berries for

the kids at home and I see this lady. I kind of tell you she is

looking at me and she’s looked over a couple times and we’re

walking out to the parking lot, and she says, “Are you an

orthodontist?” I said, “Yeah,” and now my brain is rapidly

trying to think of who is this mother and what is her child’s

name because I’m assuming she’s a patient of ours.

And she could kind of tell that I was just hesitating and she said,

“We’re not a patient of yours yet, but we’re coming to see you

tomorrow. We have a new patient exam schedule tomorrow.” And I

thought that was really odd, and she said, “Well, we’ve seen

your YouTube videos and then we’ve requested some information.

We read one of your books.”

And so we went back and I made a mental note to remember her name and

I thanked her, and I said, “I’ll see you tomorrow and I went and

looked her up and she was one of these parents inside

Infusionsoft who had been in the sequence for months and months

and months, and so nurturing that that individual when finally

and here’s the main point, when she was ready to schedule the

appointment we were there and available to her. That wasn’t on

our terms.

It wasn’t on our time, it was on her terms and her time because what

we did previously to nurture was you would call the office much

like a real estate friend after lead generation via postcard or

direct mail of some sort and you would request some information.

We would send it to you and if you didn’t schedule appointment

we really didn’t do much else. We just assumed you were

disinterested and went somewhere else.

And what we found if you study consumer trends is we’re wildly

distracted. That mom, she didn’t purposely neglect scheduling an

appointment for her child, she’s got busy, she got busy with

life. I talked to a mom the other week that she had… so our

customers are primarily mothers aged 22 to 44 and she had eight

volleyball games in one weekend with her kids.

Trent: Wow.

Dustin: And so, this isn’t a mom who is disinterested in doing what’s

best for her child or who doesn’t want to buy what you have to

offer. She just really, really busy and what we want to do is be

there when that mom is finally ready to make the decision to

come into our office. So for us nurturing is a monthly process.

It’s highly loaded to the front-end.

So if you get into one of our sequences, we communicate with you

pretty frequently. We’ve tested this. We found that people, if

you give them a free report, and you don’t say anything else for

a couple weeks they usually forget about you. So we’re

frontloading the information heavy in the first two to three

weeks and then we stay in touch each month via newsletters, via

audio CDs that go out talking about specific topics. We have

free books, free reports, we sponsor a lot of events in the

community and we remind those people that we’re going to be

sponsoring those events. So it’s a monthly process and when that

patient or parent is finally ready to say yes, I can guarantee

you we’re the only doctor that stayed in touch with them that

long. So we become the obvious choice.

Trent: That is the beauty of it. Can you talk a little bit in detail

about frontloading the follow-up? Can you give us some

specifics, how many emails in the first couple days or week or

two-three weeks?

Dustin: Exactly, Trent. We tested this, so we used to do a weekly

email. If you got into one of our reports, free reports, or a

free audio CD or a free book, what we would do is we would send

you a thank you email that sent you the free report that you

requested and then a week later, we would follow up with you and

then in a week later we’d follow up to you again and a week

later, so it was about four-week process.

And what we’ve done now is push that higher into the frontend, so

those first-three emails go out on days one, three, five and

seven. So we’ve communicated with you four times in the first

week and then our conversion. In other words, patients who then

call us after those initial contacts has gone about 20% to 30%.

Because think about anything you’re ready to buy, whether it’s a car,

may be a jet ski or maybe a new boat, in this part of the

country we’re coming up on warmer spring weather so it’s getting

close to boating season and if you’re interested in buying a

boat and you call a boat store and ask for some information and

they send you some information and you don’t hear back from them

for a week. There’s a lot that can happen in a week. Another

opportunity might come up, you might get busy at work, you might

get distracted, get distracted with free vacation offer from

some other company.

And the reality is so we’re sending those first-four emails that used

to take a month, we’re sending those all now in the first week.

Initially to me with hesitation in testing was that we would be

really kind of annoying people with too much information. We

have actually found that our conversion rates have gone up

significantly. So I would encourage people to look at two or

three emails kind of tight in sequence from the first two or

three weeks and those patients and parents and clients who have

an interest do tend to convert higher when they get the

information they want much quicker.

Trent: In an email number one you’re thanking them and delivering the

content or report. In email two, three, and four, what are you

talking about?

Dustin: So it seems little silly, when we first tested this we thought,

should we just deliver more content so they have more and more

and more? What we found and you might be guilty of this, all

request a free report and get maybe a package and a DVD on some

something from a house for my business and I’ll set aside and I

might have not read it all the way, I might’ve looked at it and

glanced at it.

So the second email is reminding them why they requested the

information the first place. So it will be something along the

lines of, “Hey, I hope you got the free report that I sent. If

you’ve had a chance to look over it, you might have a question

or two and these are some the most popular questions we get

after new patients look at this reports. So we’re reminding them

first why they requested the free report it’s another chance,

it’s another excuse to stay in front of them and to give them

another email is we want to make sure if you any questions after

reading it.

And then we also, we break it down, we say, if you haven’t read it

yet, “Hey, we know life gets busy, let me go and summarize the

first main point,” and so that might be a little bit about how

much braces cost and why they cost what they do and how you

might be able to save for it, or how you might be able to sign

up for insurance and again solving problems for your client. If

they are about to purchase that product, what’s the first

problem they might encounter?

So for example, the real estate agent might say, “I’m just not sure

how to get my house on the market, I really want to sell my

house and I requested some information from this real estate

agent how I might list my house and I got the free packet, but I

haven’t taken the first step yet.” And so that that real estate

agent might remind that client potential lead, why they

requested the information the first place and then give them

kind of the first, almost like, it’s almost like you’re spoon

feeding them. You’re really kind of breaking up the free report

into bite-size pieces and that’s really worked well for us.

So we can track inside Infusionsoft, who clicks on what and when they

click on it, and for us, it’s actually the second email that

converts the highest. So the first email, it delivers what you

promised. The second email then reminds them why they requested

it and encourages them to take the next step.

So for your friend who was the real estate agent, could you imagine?

Our second email is the highest converting. What if we stopped

after the first email? We’d be losing the majority of our new

leads and new clients. So it’s a testament to follow-up. For us,

those next few emails are all about getting the patient or the

client to do the next step.

Trent: And our email number three and email number four is just a

version of what email number two is again.

Dustin: Exactly.

Trent: Reminding them and maybe summarizing some other points that you

haven’t talked about yet.

Dustin: The next point and then we’re delivering it in different media.

So if you look at our first email, the free report it’s usually

PDF. The second is the kind the first step in that report. The

third might push them into going to a video series. So maybe

they don’t want to read it, maybe they want to watch it and so

for us we have a site called burlesonorthodontics.tv, and those

are bite-size little webinars, two or three minutes in length

that talk about a particular question a patient or a parent

might have, and so we’ll push them to the video.

And then the final one really kind of gives them, so the final email

in that sequence is giving them what we call an Irresistible

Offer. And so for us or for your clients you might find, what

would be the final thing that might really get someone to call

in? You’re summarizing the first three emails you sent, because

frankly, some of them might not have read the first-three

emails. Don’t assume that everyone’s reading your content and so

we’re summarizing and then encouraging with the irresistible

offer to come in and schedule that first.

For us we do are selling face-to-face. We can’t sell braces over the

Internet, you have to actually come to my office and we have to

put them on your teeth. So it’s the final push to get them to

call. We use an irresistible offer to do that in the fourth

email.

Trent: And what is that irresistible offer look like?

Dustin: For us it’s free whitening and so we always offer free exams

and consultations with one of our doctors. But we add on top of

that a free whitening offer, so they can get up to a $500

premium, and it’s free professional whitening and if you bought

that as a patient in our office, it actually does cost $500 so

we’re throwing that in for free if they call by a certain date

and time so there is a scarcity on how many of those we can do

per month and so that for us works very well.

Trent: And do they need to get braces to get the free whitening or can

they…

Dustin: Exactly, so it’s a premium that goes with coming in and getting

braces, you’re exactly right.

Trent: Okay. So buy one thing, and over this limited time, I’m going

to give you this other highly valuable thing for free.

Dustin: Exactly. We’ve tested that, we have tested discounts, we’ve

tested what we call premiums or giveaways and for us the

premiums giveaways protect our price strategy, so we’re not

discounting our fees, but we do still convert a higher rate and

so for us you might test that, but for us premiums work better

than discounts and this is about the best offer we’ve been able

to together in multiple tests and that works pretty well.

Trent: So you’ve talked a lot about testing. So I’m going to maybe go

down another rabbit hole here. Let me proceed that with this

question, on your lead capture pages, so just so folks know

landing page basically has one thing to do, there’s no

navigation, I’m assuming at least in my mind there’s no

navigation. There is only thing there is to do is read the copy

and put your email address in or leave the page.

Dustin: Exactly.

Trent: What types of conversion rates, in other words what percentage

of the visitors that view those pages are giving you their

contact info?

Dustin: I’m going to back up this to just to segmenting the list,

because it depends on where they came from. So if these are

internal referrals, we push a lot of patience to landing pages

based on referral cards. So if you become a new patient in our

practice and let’s say, you get braces and then and you love the

experience so you refer a friend and you hand out a little

business card that on the back has a QR code that goes straight

to landing page that’s mobile-friendly. Those convert a lot

higher. So we’ll see 50% and 60% conversion on internal

referrals, which is amazing.

For cold leads coming from mommy blogs or Google ads will convert

anywhere from 5% to 10% of those that actually get into, in

other words eventually become new patients. I would say a high

convert. Once they visit the page, the number of people actually

giving us their email address is pretty significant, because

this isn’t like a get-rich in real estate program. This is like

people that are looking for braces, the kind of pretty, it’s a

pretty unique little niche.

So I don’t think most people wake up in the morning and go, “I wonder

how much braces costs and I just want to drive round town and

meet a bunch of orthodontist.” These are parents who are pretty

far along that process if not at least convinced that their kid

need some help. So our conversion on getting email addresses is

above 80% out of those landing pages. Getting patients, it

depends on where we’re segmenting and where those come from.

Trent: Yeah, and so the testing part of my question is do you use

split testing software?

Dustin: We do. So we’ll use split. There’s some that are built-in to

Infusionsoft and we use them, one of our vendors is ELaunchers

and they are a certified consultant. I’m trying to think of the

one if it’s AB split test but there’s a plug and you can use,

you can then randomly assign different headlines, randomly

assign different images and randomly assign different offers. So

for us, we usually test the headline, the image and the offer.

Now you can really get detailed and for businesses that do the

majority of their new patient or new client generation online, I

mean they are testing the color of the of the opt-in button,

they are testing the placement.

For us, we have tested, we use pictures in the background and if the

person in the picture has eyes looking towards the opt-in thing

or away from it that actually does drastically change your opt-

in rate, but most of this because we’re a little spoiled these

patients are somewhat interested in what we’re doing. It’s not

like a cold thing, like and say, “Make an extra thousand bucks

from home,” is not that type of an offer. The lead does mention

“braces.”

So I think we get a little spoiled in having higher conversion, but

certainly with direct mail, with all of our tests, minimum for

us is a 1,000 pieces and we’ll measures those results based on a

different tracking numbers, for Infusionsoft it’s super easy

because you can have different versions of the landing page.

Trent: Yeah.

Dustin: Yeah, I would test everything. You can always be your control

and sometimes you won’t, but it’s worth the test. Certainly in

landing pages, it doesn’t cost that much.

Trent: It is and if you’re not yet using Infusionsoft, there is tool,

and even if you’re using Infusionsoft, there’s the tool that I

use called Optimizely, Optimizely.com. You can, I think it’s…

I don’t know if you get a free account, but it’s 20 bucks a

month, it’s not expensive, and you do not need to understand how

to program any HTML. The interface is very, very easy to use,

and I was able to after I did an interview with Stephen Woesner,

if you come to brightideas.co and search for it.

I was able to double my conversion rate by taking into account some

of the things that I learned from him in that interview and then

using Optimizely, and now I’m a religious split tester. So I

would encourage that if you’re not split testing at something

you probably want to start.

All right, is there anything else before we leave the nurturing and

conversion part of our discussion Dustin, have I left anything

out that you think is particularly important and want to talk

about?

Dustin: I think like you mentioned initially we could talk about it all

day, but a quick recommendation that we have used in the

nurturing is to really survey your clients before. If you’re

doing this, in other words, if you’ve never used Infusionsoft,

you’re not sure what type of content you need to put out there,

you could spend months or years building content that has no

relevance to your client or to your new patient or new customer.

And so, I would ask them, basically you could start with the top

questions you get and then you can also then just ask people in

your process of buying this widget or buying this servicer from

us, what was your biggest fear or frustration? And then will

talk to you about price and they’ll talk to you about being able

find some they can trust and you’ll get some ideas on what type

of content.

So in the nurturing process, make sure you’re nurturing with

something that they want and not something that you think they

need. You might think because you’re inside of your business day-

to-day, you might think there is something your patients or

clients or customers really need and they might have no interest

in it whatsoever. So we used a lot of surveys before we built

out our content and so our articles get really, really good

download rates and they get a lot of good pass-through rates and

that would be my one piece of advice on nurturing is to make

sure you’re giving them what they want.

Trent: Yeah absolutely, and I want to talk just very briefly about how

I do this in my own funnel. So as I mentioned off, we’re not

camera, but off air before we started. My audience has made up

of a lot of marketing agencies, local marketing consultants, and

business owners and those are kind of three very different

people, and they would be interested in different interviews and

in our various products and some of my products would be of a

lot of interest to some but not interest to the others. So if

you’re in that situation, you want to say, “Hey, buy this

thing,” to everybody because if only one-third of your audience

is going to be interested in whatever that thing is, the other

two-third is going to start to tune you out when you start

sending offers like that.

So what I do very, very early in my funnel and Infusionsoft is very,

very helpful of this because of this concept called tagging

where you can essentially categorize people and you can apply

these tags based upon links that are clicked. So anyone

listening to this knows this because they’ve been my funnel and

they’ll get an email on this “Hey. Tell me a little bit about

you, do you run a marketing agency? Or do you run a small

business? Or are you just getting started in business?

And when those tags get applied I can actually have-if you imagine my

funnel, like a three-lane highway or you can have as many lanes

as you like, I can send my traffic down, and it’s all automated.

I don’t actually have to do this; I just build the highway to

begin with. They go down the appropriate lane for them based

upon the links that they have clicked.

In other words, I let my list segment themselves within the confines

of the funnel that I’ve built and that helps with conversion

rates, it helps with engagement, it obviously it helps with

revenue. So there is a ton of things that you are going to

discover that you can do once you start to build marketing

funnels and take advantage of marketing automation.

Dustin: Yeah, everyone listening to this should have just heard

collectively minds exploding around the globe because that’s

what happens when people hear a statement like that, which is

your list can self-segment. And what people get inside of the

sequences, in other words, the content delivered to them changes

based on their interaction with the software.

This totally blows the minds of our coaching and consulting clients.

So in our industry for example if a patient requests information

on bleaching or tooth whitening and then downloads a free report

that talks about how to use and eventually purchases it, their

interaction with the software is totally different than someone

who got the email for the initial offering didn’t say yes. There

are getting totally different piece of information even though

they entered the sequence at the same time.

This really, really blows the minds of our of our small business

owners, which I think most dentists are small business owners.

This is so powerful. It’s almost like as a user or as a patient

or a client of your business, they open the email and go it’s

almost like, this was sent just for me. It’s customized and it’s

just incredibly powerful. So I would encourage everyone to do

not miss that point.

Trent: And that’s where the things like the AWebers and Mailchimps

send and what I will call the entry-level programs that they

didn’t do any of that stuff. AWeber, you can kind a sort of do

it, but it’s a really tricky to do and you got to have all these

different lists and you got to have them join one list and exist

the other list and it’s a royal pain in the backside.

The other thing that I wanted to add, if you’re marketing agency and

you’re thinking that you would like to use Infusionsoft, I have

built-one of the challenges for a new Infusionsoft user is when

will we get all the content, like all the emails and all the

stuff for marketing agencies. I have already built all of that

for you. I have designed, I have the webinar, I have all the

follow-ups, the funnel, the email, everything is completely

built for you, and I will give it to you for free if you decide

to become an Infusionsoft user.

Obviously, I’m Infusionsoft affiliate and if you use my link I get

paid for that. So that’s why I’m giving it to you for free, but

just an FYI. If you have questions about that please email me

trent@brightideas.co. Okay. Want to move on to referrals, up

sells and repeat business. Can you tell us what are some of the

things, Dustin, that you’re doing to encourage referrals in your

business?

Dustin: It’s driving our new patients and we used to rely solely on

referrals from general dentists and what we found with new

technology like Invisalign and Six-Month Smiles is that the

dentists really enjoy doing braces as well. So we have to

continually provide and push for the front our value as

specialists to our clients. And so what we’ve done then is

focused a lot on patients who have great experiences in our

office.

So a lot of this is internal marketing, but just because we’re

talking internal marketing doesn’t mean you can’t turn

Infusionsoft on to it to automate it. And so for us, we really

looked at the number of patients who were coming from existing

clients and that number consistently hovered around 15% to 20%,

and I really wasn’t in the least bit satisfied with that and

I’ll tell you when we ask, so you might just right now think if

you’re a small business owner or a marketing consultant to small

business owners is what is your number, how many of your new

clients come from existing clients? And I’ll tell you that

question usually stumps most of our coaching and consulting

clients because they just don’t know.

So first of all, with Infusionsoft you’ll know because you can set

patients up as affiliates and you can tag them, you can see who

they’re referring. So in our industry a lot of our internal

marketing is driven through in-office contests, raffle prizes,

rewarding good behaviors. So for us, patients who show up on

time, kids who keep their teeth clean and don’t break the

braces, and then certainly patients and parents who refer their

friends and family, we enter them in a lot of raffles, and so we

give away a lot of prizes.

And you have to check how you can do this legally in your state. For

us it has to be random and so we give away random raffle prizes

and you can enter the contest even if you’re patient of ours but

it encourages patients to refer friends and family and we reward

those people and we track all that through Infusionsoft. So to

fast forward, our patient-to-patient referral or existing client

to existing client referral has gone from 15% to over 60%.

So the majority, in other words, the #1 referral source now on our

business is an existing client and if you run a business or even

remotely have interacted with the business you know the best new

customers are those who come from an existing satisfied customer

and so for us and there’s no better area of your business to

focus on then on turning internal referrals and just setting

those things on fire, just blow those through the roof and you

take every, and this is the takeaway point, you take every new

client acquisition, you cut the cost in half when they refer a

friend or family member.

So if you’re spending 200 bucks to 1,000 bucks to attract and

generate a new lead and that new lead refers a friend or family

member, you just cut the acquisition costs in half. So for us,

we put a lot of effort on this and Infusionsoft has built into

every sequence, new client new patient referral, referrals

generation, dentist, everyone that has a sequence in our office,

somewhere there is an invitation to invite a friend or family

member. It’s usually our business a coupon or a certificate for

a free new patient examine x-rays and sometimes depending on the

month and depending on our cycle we might offer premiums like

free iPod or free iPad or something exciting to get them to call

the office.

But Infusionsoft can track all that, the tag feature is tremendous.

We know in a split second, I can tell who’s referred, if they’ve

referred an adult or a child. That adult or child is an

Invisalign or in braces and you can custom tailor the message.

So for example, Trent, if you came to our office and got a

Invisalign, your follow-up sequence and inviting other people to

come experience our office would be tailored to what you’ve

experienced. So your referral postcard and your referral emails

and your referral letters would mention the benefits of

Invisalign because we’ve tracked a statistically, we know that

an adult Invisalign is probably not going to refer a 12-year-old

kid that’s in braces, but a 12-year-old kid in braces will

probably refer his friends who are also 12 year olds and need

braces. So Infusionsoft can do that. It’s so powerful and

referrals can just be taken to a new level, it’s really kind of

exciting.

Trent: I want to give a shout out two people, one of them is relevant

to something you just said, Dustin, have you heard of Contest

Domination.

Dustin: Yes.

Trent: You have. Okay. So Travis is a past guest and that is a

wonderful application for doing contests and it’s at

contestdomination.com and now that URL, I’m not an affiliate. I

don’t get paid anything to mention that. The other thing is

there is a podcast called I Love Marketing and it’s run by Joe

Polish and Dean Jackson and I’m a huge fan of their podcast and

so if you just check that on the iTunes store, I think you would

probably enjoy, I don’t mean just you Dustin, I mean the who are

listening to the show here today.

Dustin: Everyone can benefit from Joe Polish absolutely.

Trent: Absolutely, because if you’re in business, if you own your own

business, I believe before anything else, you are a marketer,

either that you’re poor.

Dustin: It’s a Zig Zigler line, “The poor salesman has skinny kids.”

Trent: Yeah.

Dustin: No, I think you’re absolutely right. This is about running a

successful business and if you believe in what you do you can’t

believe that’s worthy of hiding. You got to share with everyone

you can possibly share it with and if I’m on an airplane and you

sit next to me and you ask me what I do for a living? I usually

say I’m an entrepreneur and I teach other doctors how to market

their businesses and the more we talk that I’ll finally say I’m

a clinically trained orthodontist, but that’s just a very small

portion of what I do.

And if you don’t get serious about marketing, I can tell you the

world is changing and you’re going to be in basically the gig is

up right? If you think you’re going to just open a business and

wait for people to stumble across the threshold of your door or

stumble across your website without getting really serious about

marketing you’re really just kidding yourself. It’s not going to

be feasible; it hasn’t been in my opinion for years.

Professionals like mine are seeing historically. Orthodontist

did well with no marketing and we’re feeling the effects of

that. Since 2008, our industry is down 32% on average. In some

areas, up to 47%.

Trent: Wow.

Dustin: You’ve never seen dentist orthodontist go bankrupt; we’ve

actually seen that at record rates in areas like Arizona and Las

Vegas. So marketing should be your #1 focus on your business,

without a doubt you’re absolutely right.

Trent: Wow. That’s a huge decline. So very early in our show, you

talked about how Infusionsoft changed your life and marketing in

Infusionsoft so tightly correlated I think it’s a great segue.

Can you just, for the other entrepreneurs that are listening who

are maybe working too many hours and they have a spouse or kids

that don’t get to see them as much as they would like and

they’re just in that place where, “Man, I don’t feel like I can

work any less, because I’m just getting by, just getting the

bills paid.” What’s your life like now?

Dustin: It’s so drastically different. So I’ll fast-forward to the end

result, which I’m doing this podcast from home. My home office,

I got to the kids to school today and my three-year-old is still

at home, he’s not in school yet. So I get to have breakfast with

him and we were playing racetrack. We went out and had a daddy

date night last night. So we went and bought this cool little

racetrack with these cars, we were playing with that this

morning.

And so then I’ll get up and check some matrix on the practice. I’ll

check some things in Infusionsoft. I’ll check in with my team

leaders and site coordinators. We have three different offices

open today and today I will do some marketing, and I will see

patients later this week, but most of my job through the help of

Infusionsoft and really through the help of people like Joe

Polish and Dan Kennedy and people who have taught me to get

serious about marketing is that is that I get to really run a

business that operates on my terms.

And I would tell you I was in that place, it was in a dark and scary

place where I was working 16 to 18 hours a day not seeing my

wife and kids at all and feeling like the only way to get ahead

was to do more. To work, somehow work harder, even though I was

working six and seven days a week, and literally there were few

nights where I was at the office working on some marketing the

old-fashioned way, hammering it out, literally printing things

and stuffing envelopes and it was 2:00 or 3:00 morning I would

fall asleep, wake up in my shirt and tie, drive home, take a

shower and turn right back around to come back to the office.

So I’ve done, I’ve pulled all-nighters, and I’ll tell you there’s

nothing scarier than being in a position to own a business and

feeling like basically you’re an employee that can’t be fired.

In other words, you’ve got a job that can’t quit and I’ll tell

you, you got to think back to why you started your business in

the first place. You got to really write down your list of why

you’re doing this and for me it was to experience great things

with my family, to spend a lot of time with friends and to

travel and to help as many people as I could.

And there’s no way you’ll do that, if you’re the only person doing

everything in your business, you’ve got to get some help either

through delegation and for me Infusionsoft and so the

transformation has been night and day and you’ll hear the story

over and over again. My story is not unique. So to me

Infusionsoft didn’t just change the business, it changed my

life.

Trent: Yeah, you mentioned metrics. So I’m going to do another rabbit

hole here for a minute. So for people who don’t use

Infusionsoft, they won’t know about this dashboard thing and

when you talk about metrics, are you talking about looking at

the Infusionsoft dashboard and all the custom reports.

Dustin: We have customized some of it inside of our business as well so

there exactly, but yeah.

Trent: Can you expand? Tell us a little bit about the dashboard with

some of your little box of widgets are, some of things you’re

tracking and then maybe we can go little further and you can

explain some of the custom stuff you’ve done.

Dustin: So inside of Infusionsoft, you can track, open rates, so how

many people are opening your emails, how many people are

clicking on things, how many people have opted in the web forms.

You get a pretty good picture day-to-day and hour-to-hour how

your online lead generation is working and then if you’re a

slower pace, if you’re using direct mail, we do a lot of offline

to online lead capture.

That means we mail you a postcard, it pushes you to a website which

is really a landing page like Trent mentioned, there is only one

thing you can do and that’s give me your email address. We’re

seeing how many of those patients are opening, how many of them

then are clicking and downloading. So we can get a good idea if

the email really stunk, a lot of you opted out, it looked too

spammy, so we want to change that pretty quickly. So inside of

the digital realm of like what we’re doing to capture leads

that’s one thing.

On a grander scale, we’re looking at acquisition costs. In other

words, how much are we spending per piece, so if spent a certain

amount money on a Google AdWords campaign that’s pushing to a

certain part of our website or maybe our new video series or

perhaps on a postcard, we want to know how much it cost for each

one of those patients to show up at our practice. So for us, we

track acquisition cost pretty severely. In other words, we

really, really monitor that. We’re always trying to get it to go

down. So some of you might consider this cost per lead or cost

per sale. You want to figure out, in other words, you’re going

to see differences based on the media. So based on the lead

peace, in other words, where these new clients are coming from.

So you don’t want to be too fast to disregard, in other words if you

know your numbers, you might say wow were spending $200 per new

client in this area, like Google AdWords but the postcards,

we’re getting them for $85. So we should cut out the $200 and we

should focus on the $85. You got to really look at our biggest

metric than this lifetime value per customer. So how much does

that customer spend, how much do they potentially refer and you

might realize pretty quickly that a higher cost per lead has a

customer or a client or new patient that spends a lot more money

with you.

And so you really have to know your numbers and I can’t stress this

enough, you should know daily. It should not be a mistake, it

shouldn’t be guesswork. Like I know potentially within $100

exactly what will generate today, and I know what we should

generate by noon and you can break it down by hour. So if you’re

not monitoring how many new patients or new clients come to you

per month, per week, per day, there’s no way you can set goals

to improve that.

And so inside of Infusionsoft you can track all the stuff. So some of

this, the cost per lead and in cost per sale, you’ll have to

monitor and adjust if you’re using additional media outside of

just email marketing and online advertising because you’ll have

to plug. In other words, Infusionsoft has to know how much you

spend on the direct mail piece, how much was the postage, how

much was the postcard, but you can do it.

You should be getting a daily report, even if you’re the only

employee, you should have a daily report that’s how many new

customers came in, where they came from, how much it cost to

acquire those, how much they spend or how much they could

potentially spend in a lifetime, have they referred people or

not, how much was produced, how much was collected and is there

bad debt outstanding. All that should come daily in report; you

can do that inside Infusionsoft.

Trent: So I want to dive a little deeper there. Let’s talk about, so

people come in and they become a patient and spend some money

with you, they’re are not checking out online and using

Infusionsoft shopping cart features. So how are you getting, you

just have staff that like do you have an API to your bookkeeping

system, do your staff manually, enter how much they spend, how

does that get there?

Dustin: Well, I tell you. We used to do the painful way and we built, I

say, we hired a brilliant team called Dentama to build a bridge

between our practice management software and Infusionsoft so

there is an API that daily then uploads all the data.

Appointment times, broken appointments, missed appointments,

whatever braces they are wearing, how much they owe us through

last payment, their date of last payment, all that information

goes back and forth between Infusionsoft and our practice

management software.

So most dentist have some sort of in my industry, a piece of software

that the stores and organizes x-rays and clinical notes. It

would store insurance information and then their contracts and

payment information. For me, ideally I’d build the whole thing

inside Infusionsoft and we’re kind of working on that, but for

now the two communicate with each other inside of API that was

built by a group of guys and it’s called Dentama.

And so that for us was a game changer because now we can then track

pretty easily inside Infusionsoft how much. If I want a list of

how many people have not bought whitening, I can quickly send an

email to just those people which is convenient enough and

increases are open rate.

But now think about direct mail, how much more efficient would it be

to only send postcards because then we’re talking hard cost.

Emails are essentially is free, you don’t pay for the service,

you can send emails all day long. Sending out direct mail to

15,000 or 20,000 people gets expensive pretty quickly. So we can

then inside Infusionsoft see if the lifetime customer value is

low for a group of people and we want to increase that we can

send specific targeted pieces to just those people. Usually for

us, it’s increasing referrals of friends and family.

So if there’s two kids in the family that have braces, we can about

30% of the time get mom or dad eventually to come inside to the

practice and get Invisalign. There are already there anyways,

they are waiting in the waiting room, you might and they

probably got quick at teeth. So for us, the upsales are

referring friends and family and then also selling additional

services, like whitening or like night guards or mouth guards

and things like that.

Trent: Okay. So all of that revenue data is now making its way into

Infusionsoft. So it’s very easy to calculate then the lifetime

value of a customer.

Dustin: Yes.

Trent: So let’s get back to the beginning, you talked about cost of

acquisition of a lead and you talked about Facebook advertising,

Google advertising, advertising on mommy blogs, direct mail, so

we’ve got spend that is occurring in a variety of different

medium, none of which are connected to Infusionsoft so how is

that data getting into Infusionsoft.

Dustin: You can link in, so you can build there is companies that have

APIs that connect with QuickBooks. So if you’re good if you have

an accountant keeps actual hard costs, we might actually tag

inside of QuickBooks. So for us, we use one vendor for all of

our print mail and then we’ll have a specific code for that

piece.

So I know like the April postcard went out April 1st, we’ve got the

amount we spent on that and we can have that actually through an

API with QuickBooks tag into that. So inside of our

Infusionsoft, we’re not just running email sequences, we’re

putting people into direct mail sequences, and for us that’s a

simplest exporting the list. So Infusionsoft, if people aren’t

familiar with Infusionsoft, it’s not that some magical computer

system in the sky that that connects to a fulfillment house and

prints out postcard. You can do that, but for us we’ve got one

vendor that prints all of our hardcopy sales letters and

postcards and we tag into that, how much that costs we can track

and as those patients come out, you have to tag them, there is

some actual human effort here.

So when a phone operator in our business takes a phone call,

hopefully they use the call tracking number that’s on the

postcards. So for us there’s a whisper feature and the whisper

feature right before you answer the phone says April postcard

and so that that staff member on the phone knows that this new

client is calling probably with a postcard in front of them and

that phone number is only published on that postcard; we don’t

publish that phone number anywhere else. So that staff has to

tag that patient as being referred from that postcard and that’s

how we track that this me patients came from this piece and this

is how much we spent and this is our average acquisition cost

for that group.

Now as you go through the lifecycle of a customer, the long lifetime

customer value increases. So we can only base it initially on an

average when they start the contract, but we know historically

those numbers go up anywhere from 10% to 15% of what patients

initially signed to spend we can usually bump that in our

business by 10% or 15% as an average conglomerate into the

referral or through purchasing additional products and services.

Trent: And are you using QuickBooks online?

Dustin: We are. So there’s an actual…

Trent: Okay.

Dustin: There is a service, I don’t know if it’s just in our area

through your CPA, but it’s called bill.com and bill.com has an

online version of QuickBooks that actually works pretty well

with this.

Trent: Okay. So was there anything custom to get QuickBooks talking to

Infusionsoft or did you just use the service from bill.com.

Dustin: No, there isn’t, so ELauncher is the company, they’re an

Infusionsoft certified consultant who’s helped with that. So

anything, I can go to a certain extent and understanding a lot

of this, but when we start talking about programming APIs, I

just hire some people who know how to do that.

Trent: Yeah.

Dustin: That’s when I used it, I get to use the excuse, “Well, I’m just

a dentist.”

Trent: I don’t know how to program APIs either and I don’t want to

know how to program APIs because you just don’t need to know all

that kind of stuff, very easy to find people to do it. Okay. I

think I want to a wrap up with a lightning round because we’ve

been we’re closing in on an hour and I promised that would be an

hour. So I want to stick to the schedule.

So Dustin, last three questions what are you most excited about for

2013?

Dustin: I am most excited about expansion in our business. We got the

opportunity to take, now that we know are marketing systems

work, and they can be automated with Infusionsoft, we have the

ability to buy existing practices, and we’ve done this. So we’ve

grown from one location to four and we’re taking practices that

have a healthy patient base, but historically have done no

marketing and we’re taking small orthodontic offices that do 10

to 15 new patients a month and we’re bumping them within a few

months in 50 or 60. So for us it’ll be at a growth regionally

within our area to add new locations.

Trent: You are going to end up being a very wealthy man, my friend.

That’s a heck of a system, you’re buying businesses that have

patients that don’t understand how to market and you’re paying

whatever X of earnings as a multiple and you’re immediately

within three months able to bump up earning significantly and

roll all that up that. That’s a heck of a finance and leverage

strategy.

Dustin: Yeah.

Trent: Favorite business book.

Dustin: My favorite business book, oh my gosh, I’m looking at the

library like 400 of them. Anything by Dan Kennedy, anything by

Robert Ringer the probably number one, favorite business book of

all time would be Napoleon Hill’s, “Think and Grow Rich.”

Trent: Yeah, that’s a good one. Robert Ringer, never heard of him

before. Which one did he write?

Dustin: So he’s the guy back in the 70s, he changed it to be a little

less threatening but it was like “Looking out for #1” and

“Winning Through Intimidation” and then he’s changed it now to a

little less intimidating titles like one is called “Action:

Nothing Happens Until Something Moves.” That’s brilliant brand

strategy and that he did a lot real estate and really bright

guy, but a lot of his stuff is back in the 70s, but Robert

Ringer.

Trent: Okay. And in the off chance that we have, another orthodontist

listening to this episode are thinking, “Hey man, I want to get

in touch with Dustin.

Dustin: They can find me at burlesonseminars.com that’s where we have

coaching and consulting services available to orthodontists and

dentist as well.

Trent: Okay. Burlesonseminars.com. All right, my friend. Thank you so

much for doing this interview with me I thoroughly enjoyed it

and I hope that the listeners got just a truck load of good

ideas out of it. If you did and you have questions for Dustin

here in just a few minutes, I’m going to announce how you can

get to this episode, I can’t do it live during the interview

because I don’t know what that URL is yet, but I do in post

production. So you’ll be able to get everything you need and if

you have questions you’ll be able to put them in the post and I

would imagine that Dustin would probably keep an eye on that for

a day or two after it goes live. And if there are questions here

I will answer those. So Dustin, thank you so much for making

some time.

Dustin: Trent it’s always a pleasure. Thank you.

Trent: You’re very welcome. Take care.

Dustin: Thank you.

Trent: All right, to get the show notes for today’s episode, head over

to brightideas.co/56. When you’re there you’ll see all the links

that we’ve mentioned during this episode plus some other very

valuable information that you can use to ignite more growth in

your business.

If you’re listening to this on your mobile phone, go ahead and

text right now. Text the word “Trent” to 585858 and when you do

I’m going to give you access to the massive traffic toolbox

which is a compilation of all of the very best traffic

generation strategies that have been shared with me by my many

proven experts that have been guests here on the show. As well,

you’re also going to be able to get access to a list of what I

feel are the very best interviews that I’ve thus far published

here on Bright Ideas and also you’re going to get notified of

the webinar that I mentioned at the beginning of this episode.

And finally, if you really enjoyed this episode, please write

over to brightideas.co/love where you will find a link to leave

us a rating in the iTunes, I really appreciate it if you would

take a moment and do that. That’s it for this episode, I’m your

host Trent Dyrsmid and I look forward to seeing you in the next

episode. Take care and have a wonderful day.

Recording: Thanks very much for listening to the Bright Ideas Podcasts.

Check us out on the Web at brightideas.co.

About Dustin Burleson

dustin-burlesonDr. Dustin Burleson is a speaker, teacher, author and orthodontic specialist. He is an Assistant Clinical Professor at the University of Missouri ­ Kansas City School of Dentistry, the Attending Orthodontist at the Children’s Mercy Hospital and Director of the Leo H. Rheam Foundation for Cleft and Craniofacial Orthodontics.

Best-selling author of “Stop Hiding Your Smile! A Parent’s Guide to Confidently Choosing an Orthodontist” and “The Consumer’s Guide to Invisalign,” Dr. Burleson mentors not only patients and their parents but also orthodontic specialists from all over North America. In his private coaching groups, Dr. Burleson lectures and teaches his orthodontic peers how to create patient-­centered practices focused on changing lives and supporting the community. Through his efforts, hundreds of orthodontists across the nation have committed to providing orthodontic care to children who desperately need but cannot afford orthodontic treatment.
Dr. Burleson is the nation’s largest provider of free orthodontic treatment to children in need and is the president and founder of Burleson Orthodontics & Pediatric Dentistry, a large multi­doctor, multi­clinic specialty practice in Kansas City, Missouri where he resides with his wife and three children.

Bob Burg on The Five Laws of Stratospheric Success

Are you a go getter? Do you want more out of your life than you are currently achieving, but aren’t sure exactly what to change?

If you are, you are not alone.

In this episode of the Bright Ideas podcast my guest on the show today is Bob Burg, co-author of the best selling book, The Go Giver, a TheGo-Giverbook that I so thoroughly enjoyed that I bought 10 extra copies to give to all my closest friends. This was one of the better business books that I’ve ever read.

When you listen to this interview, you are going to discover:

  • The five stratospheric laws of success
  • The importance of each law with specific examples of how to implement it
  • How sales skills and techniques work in concert with the laws
  • How being an author has created huge opportunities for Bob
  • How he converts his site’s traffic into customers using Infusionsoft
  • How to use marketing automation to score your leads
  • How to use lead scoring to segment your list automatically

And so much more…

Links Mentioned

Mike Michalowicz interview
Burg.com
GoGiverCoach.com

More About This Episode

The Bright Ideas podcast is the podcast for business owners and marketers who want to discover how to use online marketing and sales automation tactics to massively grow their business.

It’s designed to help marketing agencies and small business owners discover which online marketing strategies are working most effectively today – all from the mouths of expert entrepreneurs who are already making it big.

Listen Now

Leave some feedback:

Connect with Trent Dyrsmid:

About Bob Burg

BurgHeadshot2010Bob Burg is a sought-after speaker at corporate conventions and for entrepreneurial events. He has addressed audiences ranging in size from 50 to 16,000 — sharing the platform with notables including today’s top thought leaders, broadcast personalities, Olympic athletes and political leaders including a former United States President.

Although for years he was best known for his book Endless Referrals, over the past few years it’s his business parable, The Go-Giver (coauthored with John David Mann) that has captured the imagination of his readers.

It shot to #6 on The Wall Street Journal’s Business Bestsellers list just three weeks after its release and reached #9 on BusinessWeek. It’s been translated into 21 languages. It is his fourth book to sell over 250,000 copies.

Bob is an advocate, supporter and defender of the Free Enterprise system, believing that the amount of money one makes is directly proportional to how many people they serve. He is a founding and current board member of Club 100, a charitable organization focused on helping underprivileged local area youths. A lover of animals, he is a past member of the Board of Directors for Safe Harbor, which is the Humane Society of Jupiter, Florida.

Digital Marketing Strategy: How to Build a Retainer Fee Only Marketing Agency with Joel Widmer

If you want to build a highly profitable (and valuable) marketing agency, you must avoid hourly charges and instead bill your clients via retainer fee. While this may not seem like rocket science, the reality is that most agencies aren’t very successful at putting this idea into practice.

In this episode of the Bright Ideas podcast, I’m joined by Joel Widmer, founder of Fluxe Digital Marketing, a firm that he’s built as a retainer fee only agency.

In our discussion, you will hear he and I talk about:

  • how he launched his company
  • a decision that he made early on that totally changed his way of thinking on how to bill his clients
  • how he altered his client attraction strategies to ensure that he ends up working with the right clients
  • the one idea that he implemented with his retainer agreements that made it easy for clients to say yes
  • why documented systems and processes are so important and how he’s using them to free up his time
  • the 5 steps that must precede any lead generation activity
  • several of the tools and resources that he uses to run his firm

..And so much more!

More About This Episode

The Bright Ideas podcast is the podcast for business owners and marketers who want to discover how to use online marketing and sales automation tactics to massively grow their business.

It’s designed to help marketing agencies and small business owners discover which online marketing strategies are working most effectively today – all from the mouths of expert entrepreneurs who are already making it big.

Listen Now

Leave some feedback:

Connect with Trent Dyrsmid:

About Joel Widmer

joel-profile275Joel Widmer is a digital marketing strategist who helps businesses make good marketing outcomes more predictable.

He’s the founder of Fluxe Digital Marketing, a marketing shop that specializes in content marketing and strategic consulting for businesses and authors.

You can find Joel on his blog.