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eMail and CRM’s

Your digital presence is a system

Your digital presence is a system

By mapping out your customer’s journey, we can ensure that you have the right messaging and tools in place so that you can engage with your contact every step of the way.

We work with a wide range of eMail and CRM platforms such as MailChimp, Keap, ActiveCampaign, HighLevel and HubSpot to help you nurture relationships with your community.

How to use email effectively

Email is still the most effective way to communicate with potential and existing customers.  When you have a Customer Relationship Management (CRM) tool set up properly, you will be able to group your contacts based on where they are in their journey with you.  You will be able to reach out to them with relevant information.

Some email communications can be automated, such as a purchase confirmation email.  Others will need to be manual, such as responding to a customer’s question.  Being prepared in advance with a system and content that is relevant to your customer will save time and also instill confidence in your customer that you have their best interest in mind.

Prepare content for your customer’s journey

We use the BASE3model ™

In the table below, you can see the type of content that the BASE3model ™  recommends you prepare for your customers as they go along their journey with you.  You should have your contact list automatically sort based on actions they have taken that indicate their journey level. By using a CRM, that sorting can be done automatically.

Content Recommendations

DISCOVERING
They don’t know you exist

Content should be around your customer’s interests, their vision of their future selves, and nuances of the problem you are solving for them.

Call To Action:  Respond to your email, or click on a link in the email.

CONSIDERING
One+ datapoint

Show your expertise not only in your own sphere, but also show you are aware of your competitors.  

Call To Action:  Click on a link offering details about your product or service.

DECIDING
Shows intent to purchase

Show the details of your solution, what makes you different, and provide proof that it is a good option.

Call To Action:  Click on an inquiry link or intent to purchase link.

VALIDATING
Recently purchased from you

Give special offers and show gratitude to your current customers.  Create new products that solve newly identified problems.

Call To Action:  Respond to customer care outreach.  Complete survey.

PROMOTING
May tell friends about you

Share stories and your mission to create a connection so that your customers will want to promote their decision to work with you.

Call To Action:  Click to social post that can be shared.