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Month: October 2024

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Stop Chasing Leads: Create an Automated System for Consistent Results

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Let me tell you a story – a few years ago, I chased leads, posted on social media, and worked long hours to drum up business. I hoped for engagement. But the results were disappointing. The growth was too slow, and I was spinning my wheels. Sound familiar?

That’s when I found the magic of automating my lead generation. My business took off once I set up a system to consistently bring in leads. I tripled my monthly revenue! Today, I’m going to show you how to do the same. Let’s break it down.

The Struggle of Manual Lead Generation

When I first started my business, I relied on organic methods. I posted on social media and hoped people would find me. I spent hours writing posts, replying to comments, and messaging. While I got a few leads here and there, it needed to be more consistent. Worse, the time I was investing wasn’t translating into a steady income stream.

Here’s the truth: Manual lead generation can only get you so far. You can only work so many hours. Waiting for organic growth is like watching paint dry. You can’t build a scalable business on that alone.

The Turning Point: Automating My Lead Generation

I knew something had to change. I was frustrated and tired of chasing leads, so I invested in Facebook ads. I was nervous at first. I feared wasting money with no guaranteed return. But after refining my approach, I found it was the game-changer I needed.

Automating lead generation meant more than just running ads. It was about setting up a system that worked 24/7, even when I wasn’t. This let me focus on growing my business. The system worked in the background to bring in leads.

YOUR WEBSITE ISN'T GENERATING ANY LEADS BUT WE HAVE A SOLUTION​

In this free 20 minute video training you'll discover:

  • 3 key secrets to restructuring your real estate business for growth
  • Understanding the strategy of specialization
  • A new approach to positioning yourself in real estate
  • How to address your messaging to properly acquire prospects

Whenever you are ready, click the RED button below that says "Grab my training now"

GRAB MY TRAINING NOW

Problem #1: Casting Too Wide a Net

At the start, I made a big mistake with my ads. I was spending money, but the leads weren’t converting. Why? I was trying to appeal to everyone. The wrong people were clicking my ads, and my cost per lead started to rise. It felt like I was wasting my budget.

Here’s the key lesson: Not everyone is your ideal customer. If you try to speak to everyone, you connect with no one.

Fix: Focus on Your Ideal Customer’s Pain Points

I took a step back and refined my strategy. I did not try to appeal to everyone. I focused on my ideal customers’ actual needs. What were their pain points? How could I solve those problems with a valuable offer?

That’s when I made a lead magnet. It was a free resource that solved my audience’s problems. I drew high-quality leads by offering what they wanted. And here’s where the magic of automation comes in. Once you set up a great offer, Facebook’s algorithm learns who engages with it. Then, it shows your ads to more people like them.

This turned my ads into a lead generation machine, working 24/7. Leads came in even while I slept, and my business was growing faster than ever.

Problem #2: Create High-Value Offers: Attracting the Right Leads

To automate your lead generation, create an irresistible, high-value offer. When I first started, only some of my leads were high-quality. Many weren’t ready to buy or weren’t the right fit for my services.

My mistake was focusing on my audience’s current problems. But I learned that people want more than to solve today’s issues. They are thinking about their future goals.

My target audience is a solopreneur earning $100,000 a year. They want more than just to maintain that income. They want to grow to $250,000 a year. I created a lead magnet. It addressed the challenges they would face at the next level. I did this instead of solving their current problem.

Fix: Shift Your Focus to Future Goals

Align your offer with your audience’s goals. You’ll attract better leads. They will want to invest in themselves. Here’s the process I used to create offers that convert:

  1. Identify Your Ideal Customer: Who are they, and where are they in their journey?
  2. Research the Next Level: What problems will they face as they grow?
  3. Create a Lead Magnet: Offer a resource to help with their tough, new challenges.

This small change made my lead magnets better and more appealing. I drew eager, action-oriented leads by addressing their goals.

YOU’RE RUNNING OUT OF WAYS TO GENERATE LEADS BUT WE HAVE A SIMPLE SOLUTION

In this free workbook, you'll discover:

  • Where to start creating your first Facebook ads
  • How to run Facebook ads without any additional special tech
  • How to create a super simple plan to maintain your Facebook ads

Whenever you are ready, click the RED button below that says "Grab my workbook now"

GRAB MY WORKBOOK NOW

Problem #3: Leverage Targeted Ads: Work Smarter, Not Harder

Once you have your high-value offer, the next step is to get it in front of the right people. Many people, however, over-target their ads. It’s a mistake.

Take my client, Dan, for example. Dan runs an app development business for hotels and resorts. He decided to use Facebook ads to find clients. He targeted those interested in “hotels” and “hospitality.”” It seemed a smart strategy. But his ads cost $20 to $30 per lead, and the leads needed to be converted.

Fix: Let the Algorithm Do the Work

The problem? Dan needed to narrow his audience more. It made it harder for Facebook’s algorithm to find the best leads. A simple tweak: Remove the specific interests. Target by location.

The result? Dan’s cost per lead dropped, and the quality of his leads improved dramatically. Here’s the key takeaway: Sometimes, less targeting is better. Facebook’s algorithm is brilliant. It can find the right audience for your ads with enough time.

YOUR WEBSITE ISN'T GENERATING ANY LEADS BUT WE HAVE A SOLUTION​

In this free 20 minute video training you'll discover:

  • 3 key secrets to restructuring your real estate business for growth
  • Understanding the strategy of specialization
  • A new approach to positioning yourself in real estate
  • How to address your messaging to properly acquire prospects

Whenever you are ready, click the RED button below that says "Grab my training now"

GRAB MY TRAINING NOW

Problem #4: Optimize and Test Regularly: Keep Improving

Even after automating your lead generation, you can’t just “set it and forget it.” You must track your performance. Test new strategies. Optimize regularly. This will give you the best results.

I learned this the hard way. Some weeks, my ads performed tremendously, and others didn’t. It wasn’t consistent. I realized I needed to test and tweak my ads regularly for reliable results.

Fix: Build a Weekly Optimization Routine

Here’s the routine I follow:

  1. Test Creative Every Monday: I switch up the images or videos in my ads to see what works best.
  2. Test Copy Every Thursday. I try different headlines and ads to find the best message for my audience.
  3. Track Metrics Daily: I monitor my cost per lead, clicks, and conversions. This lets me adjust quickly if something’s off.
  4. Review Performance Weekly: I check my ads at the end of each week. I adjust them based on what works.

Regular optimization has helped me. It keeps good results and avoids wasting money on poor ads.

LEARN HOW WE’VE GENERATED OVER 100,000 LEADS FOR OUR REAL ESTATE CLIENTS LAST YEAR

Marketing Strategy – create inbound strategies to better position you for the long game.

Systems Implementation – we design and implement systems for you to buy back your time.

Brand Building – position you as the thought leader and authority in your community.

SCHEDULE A BRAINSTORM SESSION

Problem # 5: Build Strategic Partnerships: Create a Referral System

As great as automated ads are, you don’t want to rely on them alone. To grow consistently, diversify your lead sources. One of the best ways to do this is by building strategic partnerships.

When I first started, I made a mistake. I approached people who didn’t know me. But I quickly learned that strangers aren’t likely to refer you—they must trust you first.

Fix: Leverage Existing Relationships

I focused on my past and current clients. They already knew and trusted me. I contacted them and asked if they’d be willing to refer me to others. I offered them incentives to make it worthwhile. I promised discounts or referrals in return.

This strategy worked wonders. Referrals came from those who valued my services. They were steady. This further boosted my business.

Automate Your Way to Consistent Results

Lead generation automation isn’t just about ads. It’s about a system that works for you, day and night. You can get high-quality leads without endless chasing. Make high-value offers. Use targeted ads. Optimize them regularly.

Want to get started? Download my free workbook on making lead magnets. It will help you build a successful, automated lead gen system.

Ready to stop chasing leads? It’s time to automate your growth.

Categories
Business Intelligence Business networking Content Marketing Digital Marketing Entrepreneurs Marketing Strategy SEO Small Business Marketing Solopreneur

Lead Magnet Strategies to Attract More Prospects: Maximizing Value for Your Business

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When it comes to growing your business, getting more prospects is vital. How do you spark interest in your offer without overly aggressive marketing? The answer is lead magnets. They are valuable, easy-to-access resources. They attract potential clients and prompt action.

In this blog, I’ll share my strategies for creating lead magnets. They should attract more prospects and add value to your business. Stick around! I’ll also share a tip on scaling your lead generation. Use advanced, overlooked lead magnet formats. They are powerfu

Understand What Your Audience Really Values

Stop! You’re missing out if you’re not solving a real problem with your lead magnet.

When I first started running Facebook ads, I was lost. Like many beginners, I knew I needed to generate leads, but I needed to figure out where to start. I took the most straightforward route. I copied what I saw others doing. I saw people using Video Sales Letters (VSLs) and webinars. I thought, “If it works for them, it’ll work for me.””

It didn’t.

My cost per lead skyrocketed to nearly $100, which wasn’t sustainable for my budget. I figured I’d try a new tactic. I promoted Facebook groups to funnel leads there. My cost per lead dropped to about $30. But, I felt I was wasting money, hoping something would stick. Nothing was resonating with my audience the way I wanted.

The Real Problem

I finally realized the issue—I wasn’t solving the right problem for my audience. I was pushing content I valued, but I didn’t consider my audience’s needs. Even after I switched to using my workbooks as lead magnets, I still missed the mark. The workbook was getting me cheaper leads—$22-$23 each. But people didn’t want to sift through it to find the solution to their problem.

The Simple Solution

What did they want? A simple, fast solution. I took a step back and offered one page from my workbook. It was a checklist. It showed solopreneurs how to scale their businesses from $500,000 to $1,000,000. This one-page solution was clear. It solved their problem and gave them what they needed.

The result? My cost per lead dropped to $1.

The lesson is clear: know your audience’s values. Then, solve the right problem. Everything will change. Your ads will resonate more, your costs will drop, and you’ll see results.

Key Takeaway

It’s not about pushing out as much content as possible; it’s about offering the right content. Solve the right problem for your audience, and they’ll respond. Keep testing, refining, and focusing on what helps them.

Pro Tip: Dig into your audience’s needs before creating your next lead magnet. It could save you time and money in the long run!

YOU’RE RUNNING OUT OF WAYS TO GENERATE LEADS BUT WE HAVE A SIMPLE SOLUTION

In this free workbook, you'll discover:

  • Where to start creating your first Facebook ads
  • How to run Facebook ads without any additional special tech
  • How to create a super simple plan to maintain your Facebook ads

Whenever you are ready, click the RED button below that says "Grab my workbook now"

GRAB MY WORKBOOK NOW

Leverage Advanced Lead Magnet Formats

You’ve been pushing out downloadable guides, but it feels like no one cares.

Lead magnets are often seen as downloadable guides or checklists. Business owners don’t know that other formats might work better. They are more engaging.

The Power of Interactive Formats

After using the solopreneur checklist to lower my cost per lead to $1, I found another game-changer: calculators. Few people used this format. They assumed it was too hard to make. But the truth? It was super simple.

We took a Google Sheet, added some formulas, and made a calculator. It helps solopreneurs decide their next business steps. This pre-formatted tool did the same calculations as a person would do manually, but it was faster and easier. And it worked.

Thinking Beyond the Usual

Most people mistakenly limit themselves to one or two types of lead magnets. A lead magnet must not just be a guide or checklist. You can create calculators, handbooks, manuals, or templates. Our calculator cut our cost per lead to $3 or $4. It stood out because fewer people were offering it.

The Key to Success

Don’t box yourself in by sticking to the usual formats. Experiment. Different formats can appeal to various audiences. You’d be surprised. If one type of lead magnet isn’t giving you the desired results, try something else. Your audience might prefer something more interactive or personal.

Create a Seamless Funnel with Automation

Here’s how I scale lead generation effortlessly.

After you have your lead magnet strategy, use it to convert leads into customers. Only some people who download your lead magnet will buy. But they are still valuable. You need a way to nurture those leads and eventually convert them.

The Engagement Problem

After someone downloads a lead magnet, they have a pain point. They’re struggling with something. But, as a business owner, you often don’t know precisely what their problem is or how severe it might be. Many lead-generation strategies fail there.

I quickly realized that just one email wasn’t enough to engage leads. People don’t always respond to emails or take the next step alone. I needed a way to turn that initial interest into a conversation.

Automating the Follow-Up

That’s when I turned to automation. We set up a system. It sent a text after someone downloaded a lead magnet. It asked, “What’s your biggest challenge now?”

This was a game-changer. If someone replied to the text, we could engage. We could then diagnose their needs and schedule a call to discuss how we could help. Text message automation worked much better than email alone. It felt more personal and immediate, and it helped us build trust quickly.

You can connect with your audience with automation in your lead gen funnel.

LEARN HOW WE’VE GENERATED OVER 100,000 LEADS FOR OUR REAL ESTATE CLIENTS LAST YEAR

Marketing Strategy – create inbound strategies to better position you for the long game.

Systems Implementation – we design and implement systems for you to buy back your time.

Brand Building – position you as the thought leader and authority in your community.

SCHEDULE A BRAINSTORM SESSION

Optimize Your Lead Magnet Placement

 

Wanna know how I optimized my lead magnets for maximum impact?

The job isn’t over once you’ve found a lead magnet that performs well. You need to optimize it continuously to get even better results. But here’s the good news—you don’t always need to make considerable changes to see a difference. Sometimes, it’s the minor tweaks that have the most significant impact.

A/B Testing for Optimization

After our lead magnet did well, we decided to test small changes in the ads promoting it. One of the first things we tested was creative—we switched the background color in the ads from white to black. It was a minor change, but to our surprise, it helped even lower our lead cost.

We also tested the copy in the ads, especially the headlines. We used tools like ChatGPT to create new variations. We tested different angles to find which resonated most with our audience. Over time, A/B testing both the creative and copy led to minor improvements. They added up to significant results.

Fine-Tuning the Process

When optimizing your lead magnets, focus on the details. Test different visuals, headlines, and call-to-action phrases. Don’t be afraid to try something new, even if it seems small. You never know what might make a big difference in your results.

YOUR WEBSITE ISN'T GENERATING ANY LEADS BUT WE HAVE A SOLUTION​

In this free 20 minute video training you'll discover:

  • 3 key secrets to restructuring your real estate business for growth
  • Understanding the strategy of specialization
  • A new approach to positioning yourself in real estate
  • How to address your messaging to properly acquire prospects

Whenever you are ready, click the RED button below that says "Grab my training now"

GRAB MY TRAINING NOW

Measure Success and Iterate

STOP! You’re wasting money if you’re not tracking your lead magnet performance.

One of the biggest mistakes I made early on was setting up a lead magnet and moving on without keeping a close eye on its performance. I’d check in occasionally, but when I realized something wasn’t working, I wasted money on a failed campaign.

Daily Tracking for Success

I’ve built a system that helps me stay on top of things. We track key metrics like ad spend, clicks, and cost per lead (CPL) daily, giving us a real-time view of what works and needs to change.

Weekly and Monthly Reviews

In addition to daily tracking, we have a weekly review where we go over the numbers as a team. If our CPL increases, we dive into the data to determine why. The ad creative needs to be refreshed, or the copy needs to be updated. At the end of the month, we will do a detailed review. It checks how close we came to our lead generation goals.

Key Takeaway

If you want your lead magnets to be successful, don’t set them and forget them. Track your performance, adjust based on the results, and improve. Small changes can significantly improve things over time.

Keep Experimenting and Scaling

Lead magnets are a great way to attract prospects and grow your business. But remember, there’s no one-size-fits-all approach. You must test your strategy to find what works best for your audience. No matter the format, the key is to solve a real problem and provide value. So, whether it’s a checklist or a calculator, it must help.

You can scale lead generation by using lead magnets. Automate follow-ups and optimize ads, too. So, take what you’ve learned today and apply these strategies to your business.

Happy scaling!

Categories
Business Intelligence Business networking Call to Action Channel Strategy Communication Entrepreneurs Marketing Strategy Small Business Marketing Solopreneur time management

5 Reasons Why Systems Are the Key to Business Growth

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    Imagine a modest startup becoming a worldwide giant in five years. No secret recipe or overnight success. Their secret? They erected a system fortification. Every facet of their firm was methodically systematized, from tiny tasks to huge strategies.

    Sustainable success in today’s fast-paced business world requires more than a fantastic product or team. A solid system is key. Any successful firm relies on systems for structure, efficiency, and scalability. This blog post discusses the five main reasons systems drive corporate growth. We’ll discuss how systems may increase efficiency, quality, scalability, predictability, and employee empowerment.

    Reason 1: Efficiency and Productivity

    Imagine a factory where workers scurry around like headless chickens to meet deadlines. Chaos rules, and productivity is at an all-time low. Imagine a factory where every task has a home, every procedure is efficient, and every team member understands what to do and when. That’s system power.

    Systems simplify procedures into fewer steps. They eliminate bottlenecks by finding and fixing work delays. This increases efficiency and productivity.

    Example: A multinational software company struggled to achieve project deadlines due to poor team communication and collaboration. They improved workflows, communication, and project cycle times by 20% by switching to a new project management system. This productivity boost allowed them to take on more tasks and build their firm.

    YOUR WEBSITE ISN'T GENERATING ANY LEADS BUT WE HAVE A SOLUTION​

    In this free 20 minute video training you'll discover:

    • 3 key secrets to restructuring your real estate business for growth
    • Understanding the strategy of specialization
    • A new approach to positioning yourself in real estate
    • How to address your messaging to properly acquire prospects

    Whenever you are ready, click the RED button below that says "Grab my training now"

    GRAB MY TRAINING NOW

    Reason 2: Consistency and Quality

    Have you experienced bad customer service? Isn’t it frustrating? Inconsistency is a major customer complaint. varying staff providing varying levels of service can cause confusion, irritation, and lost revenue.

    Systems are essential to organizational stability and excellence. Systems standardize procedures and norms to ensure everyone is on the same page and providing the same service.

    Example: A huge store chain had inconsistent customer service. To fix this, they created a standard customer service system that told personnel how to handle consumers. This approach ensured that all staff provided consistent, high-quality service, improving client happiness and loyalty.

    YOU’RE RUNNING OUT OF WAYS TO GENERATE LEADS BUT WE HAVE A SIMPLE SOLUTION

    In this free workbook, you'll discover:

    • Where to start creating your first Facebook ads
    • How to run Facebook ads without any additional special tech
    • How to create a super simple plan to maintain your Facebook ads

    Whenever you are ready, click the RED button below that says "Grab my workbook now"

    GRAB MY WORKBOOK NOW

    Reason 3: Scalability

    Imagine your business booming. Your product is popular, orders are coming in, and you’re growing. But then you strike a wall. You’re trying to keep up with the rising demand on your systems.

    So scalability becomes important. Scalable systems adapt to your business’s growth. They handle growing demand without compromising quality or efficiency.

    LEARN HOW WE’VE GENERATED OVER 100,000 LEADS FOR OUR REAL ESTATE CLIENTS LAST YEAR

    Marketing Strategy – create inbound strategies to better position you for the long game.

    Systems Implementation – we design and implement systems for you to buy back your time.

    Brand Building – position you as the thought leader and authority in your community.

    SCHEDULE A BRAINSTORM SESSION

    Example: A scalable system helped Netflix increase its operations. Netflix struggled to provide high-quality streaming video to millions of viewers as it grew. They extensively invested in a scalable cloud-based architecture to dynamically distribute resources to satisfy this demand. Netflix quickly expanded and became a global streaming leader due to its scalability.

    YOUR WEBSITE ISN'T GENERATING ANY LEADS BUT WE HAVE A SOLUTION​

    In this free 20 minute video training you'll discover:

    • 3 key secrets to restructuring your real estate business for growth
    • Understanding the strategy of specialization
    • A new approach to positioning yourself in real estate
    • How to address your messaging to properly acquire prospects

    Whenever you are ready, click the RED button below that says "Grab my training now"

    GRAB MY TRAINING NOW

    Reason 4: Predictability and Control

    Thus, we covered Perspective, Preparation, Practice, and Performance. Though seemingly unrelated, they’re connected. Positive thinking helps prepare for consistent practice and confident performance. Beautiful growth cycle.

    The glue that keeps it all together is self-compassion. Being hard on oneself is easy, especially when impostor syndrome whispers doubts. Remember, everyone doubts themselves. Humanity includes it. Be gentle to yourself. Self-care includes exercise, meditation, and breaks.

    Another way to overcome imposter syndrome is to embrace challenges. Changing your mindset from fear to excitement. Every difficulty is an opportunity to improve and go outside your comfort zone. You can do more than you imagine. Step by step, build confidence. Celebrate your wins, big or small.

    Journey, not destination, to overcome imposter syndrome. Focus on progress, not perfection. 

    Be kind to yourself and know you’re not alone. 

    Reason 5: Employee Empowerment and Engagement

    Your staff are your greatest asset. They’re more likely to excel when joyful, engaged, and empowered. This is what you need to grow your business.

    Systems can help create a supportive workplace and develop employees. Systems may motivate, empower, and appreciate workers by setting clear expectations, resources, and development opportunities.

    Example: Without professional progression prospects, a digital business struggled to retain top people. This issue was addressed by a mentorship program that paired experienced and junior professionals. Mentorship, coaching, and professional growth boosted employee morale and retention in this program.

    Employee empowerment can be supported by systems beyond mentorship:

    • Providing clear communication channels: Give employees information and feedback.
    • Awards and recognition: Celebrate triumphs and promote development.
    • Providing professional development: Develop employees’ skills through training and education.
    • Fostering teamwork and innovation: Create an environment where employees can exchange ideas and help the company succeed.

    Implementing processes that empower and engage employees can create a good and productive workplace that helps your business succeed.

    Systems drive corporate success for five main reasons, as discussed in this blog post. Systems promote efficiency, quality, scalability, predictability, and employee empowerment.

    You should act now that you comprehend systems’ importance. Identify your business’s core areas that need better systems. Sales, customer service, and operations can always be improved.

    Peter Drucker remarked, “What gets measured gets managed.” Systems help you measure and manage your business to meet your goals. Don’t delay. Build your systems today and watch your business grow.

    Categories
    Business Intelligence Business networking Content Marketing Digital Marketing Entrepreneurs Marketing Strategy SEO Small Business Marketing Solopreneur

    How to Automate Client Follow-ups Without Losing the Personal Touch on Zoho Campaigns

    Table of Contents

    When it comes to staying connected with your clients, there’s one thing I’ve learned over the years: automation is a game-changer. But here’s the catch—automation can feel robotic if done wrong. No one wants to feel like they’re just another name on your list, right? That’s why I’m here. I will show you how to automate client follow-ups using Zoho Campaigns. You will keep the personal touch.

    This post will explain the importance of follow-up automation. I’ll also cover how to segment clients, personalize emails, and time them to re-engage clients. Ready to dig in? Let’s get started.

    Why Automating Follow-ups is Important

    Let me start with a quick story. A while back, I was excited about getting leads. I even paid for some lead generation services. I expected my sales to skyrocket. Leads were coming in, but appointments? Not so much.

    What was going wrong? I wasn’t following up appropriately. I’d send out one or two emails but after that? Crickets. I realized (the hard way) that it wasn’t enough to just get leads—I had to nurture them, too.

    That’s when I started using automated follow-ups. Instead of tracking each lead by hand, I used Zoho Campaigns, which set up sequences to do it for me. This made sure no potential client slipped through the cracks. But the key here was doing it in a way that still felt personal. So, how do you automate follow-ups without sounding like a robot? Let’s dive in.

    The Rule of 100: Consistency Matters

    Before diving into the details, it’s important to remember that consistency is critical. An idea called the “Rule of 100” suggests that repeating one method consistently will give you better results than constantly changing tactics. Regarding follow-ups, you don’t need a bunch of different approaches—just one solid system that works every time.

    Automation allows you to stay on track with your follow-up plan, so you don’t have to keep starting from scratch.

    YOU’RE RUNNING OUT OF WAYS TO GENERATE LEADS BUT WE HAVE A SIMPLE SOLUTION

    In this free workbook, you'll discover:

    • Where to start creating your first Facebook ads
    • How to run Facebook ads without any additional special tech
    • How to create a super simple plan to maintain your Facebook ads

    Whenever you are ready, click the RED button below that says "Grab my workbook now"

    GRAB MY WORKBOOK NOW

    Step 1: Segment Your Clients for Targeted Automation

    Now, let’s talk about the heart of your follow-up strategy: segmentation. If you’re sending the same email to all your clients, it won’t work. Some are new leads; some are repeat buyers. Others are long-term clients who need a little extra love. Zoho lets you segment your clients. You can then send the right message to the right people.

    Here’s how to do it:

    1. Group Your Clients: First, create groups in Zoho based on their stage in the customer journey. New leads? They need a warm welcome sequence. Loyal clients? A special offer may do the trick.
    2. Set Up Detailed Profiles: Use Zoho to track clients’ preferences, purchases, and interactions. The more data you have, the better you can personalize your follow-ups.
    3. Automate Emails by Group: Automate each group’s follow-ups after setting your segments. For instance, send a “Thank You” email to new buyers or share a discount code with repeat customers.

    Segment your clients. This ensures your emails are read, not trashed. Review these segments every few months to keep them relevant.

    LEARN HOW WE’VE GENERATED OVER 100,000 LEADS FOR OUR REAL ESTATE CLIENTS LAST YEAR

    Marketing Strategy – create inbound strategies to better position you for the long game.

    Systems Implementation – we design and implement systems for you to buy back your time.

    Brand Building – position you as the thought leader and authority in your community.

    SCHEDULE A BRAINSTORM SESSION

    Step 2: Use Dynamic Content for Personalization

     

    People prefer to avoid getting generic emails. Imagine getting a message that doesn’t even use your name—ouch, right? To keep it personal, Zoho lets you use dynamic content. It makes each email feel like it’s written just for the recipient.

    Here’s how you can use it:

    1. Gather Client Info: Ensure Zoho collects your client’s name, last purchase, and shared preferences.
    2. Create Email Templates with Personal Details: You can make templates that auto-insert each client’s details, like their name and recent interactions. Instead of “Hey there,” your email will start with “Hey John” and go from there.
    3. Use Conditional Content: This is where the magic happens. You can add email sections based on client actions. For instance, if they bought a product, the email can contain tips on using it. If they attended an event, ask for feedback.

    Before you hit send, test your email. It must work as expected. Personalized emails seem more authentic and connected, and clients are more likely to engage with your brand.

    Step 3: Time Your Follow-ups Strategically

    Timing is everything. Sending a follow-up email too soon feels pushy. Waiting too long means they’ve forgotten about you. Zoho’s analytics track client behavior. They help you find the best time to reach out.

    Here’s how to time your follow-ups like a pro:

    1. Study Client Behavior: Zoho can show you when clients will engage with emails or buy. Use this data to schedule your emails at times when they’re most likely to be effective.
    2. Set Triggers for Follow-ups: You can create triggers for specific client actions. For instance:
      • After a purchase: Send a follow-up one week later to ask how they enjoy the product.
      • After an event: Send a thank-you note or request feedback within 48 hours.
    3. Adjust Frequency by Client Type: Frequent buyers may want more follow-ups, while others prefer fewer, more targeted emails.

    The goal is to send follow-ups that feel natural and timely. They should be manageable. Monitor your emails’ performance and adjust the timing for the best results.

    Step 4: Use Analytics to Improve Follow-up Campaigns

    Tracking your emails’ performance is crucial to ensuring the most out of your follow-up efforts. Zoho offers powerful analytics tools that help you understand what’s working and needs adjustment.

    Here’s how you can use analytics to fine-tune your campaigns:

    • Monitor Email Performance: Check essential metrics like open rates, click-through rates (CTR), and responses using Zoho’s built-in tools.
    • Test Different Approaches: Run A/B tests by sending different versions of your emails—the subject line, content, or timing—and see which one resonates better.
    • Segment by Engagement: Group your clients based on their interactions with your emails. This will help you tailor your messages and frequency to each group’s level of engagement.

    Regularly reviewing this data and making small changes will improve your emails’ effectiveness.

    YOUR WEBSITE ISN'T GENERATING ANY LEADS BUT WE HAVE A SOLUTION​

    In this free 20 minute video training you'll discover:

    • 3 key secrets to restructuring your real estate business for growth
    • Understanding the strategy of specialization
    • A new approach to positioning yourself in real estate
    • How to address your messaging to properly acquire prospects

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    Step 5: Use Omnichannel Communication for a Seamless Experience

    Let’s face it—email isn’t the only way to reach your clients. They’re also on social media, checking texts and maybe getting calls. Confusing clients with mixed messages can hurt your brand.

    Here’s how to keep your communication seamless:

    1. Map Out Client Touchpoints: Determine where your clients interact with your business (email, social media, SMS, etc.). Use Zoho to automate follow-ups across all of these channels.
    2. Create Multi-Channel Workflows: You can set up workflows in Zoho. They can send follow-ups through different channels. For example, send an email first, followed by an SMS reminder.
    3. Keep Messages Consistent: Your tone and content must be the same across all channels. Clients should feel they get a unified experience, no matter how they interact with you.

    Omnichannel communication helps you reach clients in their preferred channels. It increases your chances of engaging them.

    Step 6: Build Flexible Templates for Personalization

    Rigid, strict templates can make your emails feel mechanical. Instead, create templates for personalization. Every email should feel fresh.

    Here’s how:

    1. Create Base Templates: Use basic templates for standard follow-ups. These include post-purchase and thank-you emails.
    2. Add Personalization Options: Your templates should allow custom notes. For example, if you had a great chat with a client, you could add a personal message here.
    3. Train Your Team: Your team must edit these templates before sending them. That way, each email feels unique, even if it’s automated.

    Finally, update your templates with any new info or products. This will keep them relevant and engaging.

    Automating with a Human Touch

     

    Automation doesn’t mean losing the personal touch. With the right strategy, Zoho Campaigns can connect you with clients. It can do so in an authentic and personal way. Segment your audience. Use dynamic content. Time your follow-ups. Leverage analytics. It will create a system to build relationships and increase engagement. You’ll do it all without spending hours on emails.

    Remember, the goal is to make automation work for you, not against you. If done right, your clients will feel valued, and your business will thrive.

    Ready to automate your follow-ups? I want you to retain the personal touch. Try out these tips with Zoho Campaigns, and let me know how it works for you! If you need any help or have questions, feel free to reach out—I’m here to guide you every step of the way.

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    Master Delegation with the ‘Who Not How’ Framework: 5 Proven Tips for Entrepreneurs

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    Running a business is hard work. Most entrepreneurs wear too many hats. If you’re like them, you are too. It’s easy to get lost in your business. You spend time on tasks that could be better. This is where the ‘Who Not How’ framework can make a huge difference.

    Stop asking, “How can I get everything done?” The idea is to ask, “Who can do this for me?” Effective delegation frees up your time and lets you focus on what matters most for your business.

    This post will share five tips. They will help you master delegation using the ‘Who Not How’ framework. These strategies will help you save time and grow your business. They will also boost your productivity without overloading you.

    Time Block Your Week

    To master delegation, first learn to manage your time better. Entrepreneurs often struggle with the urge to react to urgent tasks. They need to focus on their big-picture goals instead. Time blocking can solve this. It forces you to assign specific tasks to specific times on your calendar.

    Let me share a quick story. I worked with a private client. She was starting her coaching business while working full-time. She was all over the place, trying to get everything done. We created a time-blocked schedule. In just 30 days, she went from scattered to launching her business. It had taken her years to do that on her own.

    So, how can time blocking help you delegate more effectively? Here’s what I do:

    • Create a perfect week: Block out time on your calendar for specific tasks. These could be meetings, creative work, or strategy sessions. The key is to be in control of your time and not let tasks control you.
    • Set clear objectives for each block. Don’t just mark “work on marketing” on your calendar. Break it down. Instead of something vague, assign a clear goal. For example, “develop a new lead generation strategy.””
    • Batch similar tasks: Group tasks that need similar focus, like calls or meetings, into one block. This helps you stay in the right mindset instead of jumping from one type of work to another.
    • Stick to your blocks: When something new pops up, don’t tackle it immediately. Resist the urge and save it for its designated time block. This discipline is critical to controlling your week.

    Sticking to your time blocks will give you more mental space, which will help you identify tasks that can and should be delegated.

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    Track Your Time

    Next up, let’s talk about tracking your time. If you don’t track your time, you can’t delegate well. I admire entrepreneur Rob Dyrdek. He credits his success to tracking his time. He has reports that break down his daily, hourly spending. He’s done it for years.

    Most entrepreneurs believe they are doing important work. But, they need to learn how much time they waste on low-value tasks.

    The fix? Start tracking your time.

    I use an app called Toggl for this. It’s simple. It helps me see where my time goes. I can then decide what to keep doing and what to delegate. Here’s a quick step-by-step on how to start tracking your time:

    • Step 1: Sign up for Toggl. Head to toggl.com and sign up for free. You can create an account with your email or Google.
    • Step 2: Set up your projects. On the Toggl dashboard, you can create projects for your work categories, including client meetings and marketing and sales calls.
    • Step 3: Track your time. When you start working on a task, select the project and hit the Start Timer button. When you’re done, hit Stop Timer. For more detailed reports, track in 15-minute increments.
    • Step 4: Review your report. At the end of the month, you can pull a report to see precisely how much time you spent on each project. This will give you a clear picture of where your time is going.

    After tracking your time, you’ll find “who-requiring activities.” Dan Sullivan calls them tasks that someone else can do better or faster.

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    Identify What to Delegate

    Now that you’ve tracked your time, you know where you’re wasting it. It’s on tasks that don’t align with your strengths. This is key to mastering delegation.

    I used this method when I started my business. I did everything: emails, writing, client meetings, and scheduling calls. It was exhausting and, more importantly, slowed me down. I was wasting time on tasks that weren’t my strengths. They took me away from work, which advanced the business.

    Dan Sullivan says every entrepreneur has a Unique Ability. This is the one thing you’re good at bringing the most value to your business. Anything outside of that should be delegated.

    Here’s how to identify what to delegate:

    • Look at your Toggl report. After tracking your time, find tasks that waste it. They should not align with your Unique Ability. For me, these were client meetings and sales calls.
    • Separate tasks into two categories: Drivers and drivers. Drivers are tasks that match your strengths and help the business. Examples are strategy and system-building. Drainers are tasks that waste your time but don’t need your skills. Examples are scheduling and admin work.
    • Delegate the drainers. Look at the drainers on your list and figure out who can handle them better than you. The goal is to pass off tasks, whether to a virtual assistant, freelancer, or team member. This lets you focus on your strengths.

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    Hire Based on KPIs and OKRs

     

    After finding tasks to delegate, hiring the right people is the next step. Early in my career, I made a mistake. I hired just about anyone. This led to a lot of micromanaging and frustration. I learned quickly that hiring the wrong people can set you back.

    The key to successful hiring is to set clear goals and expectations from the start. KPIs and OKRs help with this.

    Here’s how I use them:

    • Set specific KPIs. For sales hires, a KPI could be “20 successful sales calls per week.”
    • Create measurable OKRs. Link their role to a business goal: “increase customer onboarding by 25% in the next quarter.”
    • Hire the right person. Use LinkedIn or referrals to find an expert in your delegating area. Make sure they have a track record of success in that specific role.
    • Set quarterly goals: Once you’ve hired someone, give them a clear quarterly goal to hit. They might not be a good fit for the role if they don’t reach it.

    Hiring for results, not just tasks, is critical. It builds a team that can grow your business.

    Perform Monthly Audits and Adjustments

    You must regularly review and adjust your approach after delegating and hiring the right people. Without regular audits, it’s easy to slip back into old habits. For example, we may take on tasks that should be delegated.

    A coach once asked me, “How often are you meeting with your team?” At the time, I wasn’t doing it nearly enough. Regular meetings and reviews are vital. They align your team with your vision and ensure their work grows your business.

    Here’s how I perform monthly audits:

    • Step 1: Pull your latest time-tracking report. Go back into Toggl and review how you spent your time over the past month.
    • Step 2: Look for new tasks to delegate. Are any new tasks taking up too much of your time but could be handled by someone else? If so, delegate them.
    • Step 3: Adjust your time blocks. If you’ve delegated tasks, free up those time blocks on your calendar and replace them with high-impact activities, like strategy or growth planning.

    Regularly auditing your time will help you. It will keep you focused on the most valuable tasks and free up more time through delegation.

    Final Thoughts

    Delegation is a powerful way to grow your business and avoid feeling overwhelmed. By using the ‘Who Not How’ framework and my steps, you can focus on what matters and hand off tasks that don’t need your unique expertise.

    Remember, it all starts with asking the right question—not “How can I do this?” but “Who can do this for me?”

    Use these tips today. You’ll be more productive and less stressed!

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