What’s important when getting started?

A young man I know is getting started in business. He provides handyman services for homeowners. In a display of wisdom beyond his years, he asked his Facebook connections for things to read and people to talk to re: business advice.

Getting started means wearing several hats

Running a business on your own means you get to do all the jobs, including:

  1. Getting organized.
  2. Deciding who you are best suited to work with.
  3. Deciding who you shouldn’t work for even if they’re throwing $1000 bills at you. Almost everyone does this at least once because we start out under the illusion that everyone can be our customer.
  4. Letting people know that you’re available to help them. This includes discussing what you’re really good at and staying away from everything else (ie: learning to say no).
  5. Pricing your work.
  6. Selling / reaching an agreement to perform work.
  7. Doing the work.
  8. Following up.

The hard work

When getting started in your own business, there’s some “hard work” that has nothing to do with your service. I say “hard work” because they’re often things you don’t want to do, don’t have the time or money for, or don’t see the purpose of.

This includes “Getting organized”, which include making sure your bookkeeping is under control, getting all the permits and licenses that you need, doing whatever is necessary to make sure you are operating legally wherever you live, and getting the proper bonding (if needed) and (definitely needed) insurance to protect you and your customers so that if and when you make a mistake, it doesn’t cost you everything you own now and ever will own.

These things will seem like a pain, but the reality is that the pain they cause is much smaller than the pain created by not taking care of them.

Marketing and sales

Items two through five may generate an “OMG, seriously?”

A few thoughts about them…

If your typical happy customer is married, lives in 59912, works outside the home, and has a spouse who travels, then you’ll want to focus on identifying and attracting those specific people to your services. Don’t waste time advertising to 100,000 people who don’t “fit the profile”.

Come up with a one page (both sides) piece of paper that tells EXACTLY what you are great at (and what you actually want to do). Include your contact info.

Get a box of your business cards made into fridge magnets. Old school, but people will leave them on the fridge forever once they trust you. Even if you’re in their phone contacts, that fridge magnet is in their face every day. Make sure the visible side has your name, phone number, name and what you do. It’s OK to make a special card for magnets.

Figure out what you need to make from each job, including the expenses you might not be thinking of, like insurance, fuel, uniforms, marketing, downtime, taxes, etc. If you do everything else right and mess up your pricing, you won’t be happy.

Be humble, but don’t be shy. If you’re great at something, simply tell people you love to do that work.

As you prepare to leave the customer’s home, ask for more work. Say “Is there anything else that you’ve been meaning to get fixed?“, then let them think long enough so they’re the next one to speak. If they say no, say “OK, I’ll be happy to come back if you something comes up.

Ask your mom, your grandma, and the moms of a few of your friends these questions:

  • “What frustrates you about repair guys that you’ve had in the house?”
  • “Who is your favorite repair company?”
  • “Why are they your favorite? What makes them so special?”

I can predict the answers, but I want you to ask anyway. YOU need to hear these words coming from folks who resemble your customers. These conversations will help you prepare to sell to the customers you want. It isn’t about convincing them to do the work. It’s about showing them you’re the right guy for them.

Do the work, follow up

I’m not going to tell you how to do the work, but I will suggest how things work while you’re at the customer’s home.

Show up in a clean truck.

In Montana, this isn’t always easy, but do the best you can. Your rig sets a first impression when you arrive. It doesn’t have to be a $60,000 diesel rig. It just needs to be clean.

Park on the street.

You don’t want to park in the customer’s driveway and drop a bunch of mud, gravel and whatever else you’ve been driving through that day. You also don’t want to be in the way when someone gets home, someone needs to leave, etc.

Show up in a clean shirt that tucks in.

This means buying at least 3-4 uniform shirts. Get your company name, your name, and your logo sewn onto them (if you have a logo). If you want to go a little crazy, put a big logo, phone number and website address on the back. No matter what, make sure your company’s name is visible through the window of someone’s front door. You want the shirt to tuck in because repeat customers don’t call you because they like seeing your rear hanging out under an untucked shirt. Enough said.

If a job trashes a shirt for the day, change into a clean shirt before arriving at your next job. Yep, you might have to carry several clean shirts with you. Pro athletes don’t take the field in dirty uniforms and neither should you. Show up looking like a pro every time. Meanwhile, you’re a walking billboard.

Buy a box of those silly little shoe booties.

If you walk into someone’s home leaving a trail of muddy, snowy footprints, I guarantee you won’t be asked to come back. Yes, it’s a bit of a hassle to pull them on and pull them off repeatedly, but it beats losing a customer you worked hard to get. You want to be the service they choose first. When some other handyman asks for their business, you want them thinking “Nope, never using anyone but (that guy).

Make it like you were never there.

After you’ve left a customer’s home, you don’t want them to find any evidence you were there except for the repaired item, a receipt, and a business card. If you made a mess, clean it up. If you tracked something in or the job generate a mess, be sure you have the stuff needed to clean it up. If someone has to clean up after you, they’ll never ask you to come back.

Sign up for Square

… or a similar service that lets you get paid via card using your phone. Many competitors will take credit / debit cards. Yes, it will cost you a few percent of your sales, but it will get you sales as well. Be sure to put the card logos on your business card and one page brochure.

Find customers that can help you during lean times

One of the frustrating aspects of managing rentals is dealing with maintenance. Become the dependable guy for people who own rentals, or rental management firms and you’ll have business that keeps feeding you when you aren’t sure where your next gig will come from. Think about other opportunities similar to this.

Follow up

Call or text the customer the next day and ask them if everything is ok. Leave a voice mail if they don’t answer. Almost NO ONE does this. You will stand out by doing so. 1000 handyman services might read this and STILL, few of them that don’t already do it will start doing it habitually. If things went well, it’s a natural time to thank them and remind them that your business depends on referrals from satisfied customers. If they didn’t go well, it’s a chance to save that customer. Sure, you have to hustle a little, but people refer vendors who took great care of them.

Get some help with Facebook marketing

Your business is ideal for marketing to people on Facebook. Despite all the noise about Facebook data in the news, it’s important to know two things:

  • Most data was given with implicit permission that was granted when someone took a poll on Facebook.
  • This data has been collected for 100 years. Facebook’s is a bit easier to use.

For example, you can ask Facebook to put your ad in front of homeowners who live in the 59912 zip code who have a household income of $xx,xxx. You can optionally have them echo the ads to Instagram. You can have them eliminate homeowners who aren’t married and otherwise filter out people who don’t fit your ideal customer profile.

Few other advertising mechanisms can put your smiling face in front of *exactly* the right people, much less charge you only for the ones who click on your ad.

 Photo by Wonderlane

Repercussions for the things we won’t do

If you register a new website address these days, you’ll receive plenty of unsolicited email & cold calls from people dying to create your website. While I appreciate the hustle, these messages & calls are the same for everyone (register two domains if you need proof). Is lazy hustle possible? If so, this is it.

What’s missing is a lack of effort to find the information that could get you the business. These are the things they either don’t know how to do, or won’t do. Standing on a street corner screaming “I’d like to build your website” is nothing but noise and is ineffective at best. Face-to-face, email, LinkedIn, & phone calls all exhibit this problem when lazy seeps in.

Objections. Always objections

Many of these emails come from firms in countries with an economy that allows them to offer aggressive pricing that’s far less than local firms charge. When their email arrives, your initial objection might be “I don’t want to work with firms from (wherever)“. Your objection might be tempered when see the super-cheap price.

Most out-of-town firms have the expertise to do the work at that tempting price but their emails/calls (even the US-based ones) never address the real problem: How many people have outsourced a project as important as a website to a firm from out of town, much less from another country? Few.

Most small business owners haven’t experienced the joy of managing an outsourced project of *any* kind, much less a website project. We’re not talking about buying parts from a vendor a few states away. We’re talking about custom work that takes weeks/months.

Now you’ve gone from “I don’t want to work with someone from (wherever)” to “I’m not sure how to manage a website development project with so-and-so down the street even though she’ll visit my office. How much harder this will be with someone two states away, much less with someone in another country?

Set the right context

Whether you’re in Pune or Columbia Falls, you have the same problem: Getting over the prospect’s natural desire to avoid working with someone from out of town.

Their out-of-town vendor fears are the same ones they’ll have with someone in town, with some extra concerns sprinkled on top.

For in-town folks wondering why I’m discussing how to make it easier for your out-of-town competition, bear in mind that YOU are the out-of-town competition for every vendor who doesn’t live where you do. In some places, you’re the company from out of town despite being only six miles away.

Of all the “Hey, we can do your website” emails I received in the last year, NOT ONE positioned the conversation in a way other than “we do this, we’re cheap, etc”.

Improving your chances

Someone in Pune might send 30,000 emails daily. They can afford to play a numbers game. You might be reaching out to anyone who registers a domain in your five county corner of the state, or those who leased business space in your county. You can’t afford to waste leads.

In addition to changing the context of how you start the conversation, give yourself a second chance. Remember that the moment someone registers a domain, leases business property, or does what makes you aware of their possible need is not necessarily the moment they need you.

Rather than contacting them to suggest that you are alive, available & cheap, try a different approach. Reach out, make it clear you’re aware of their possible need & offer a legitimate resource to help them in the early going.

Follow up 30 days later, but not simply to repeat that you’re cheap & available. You might even have three buttons in your email: “Check back in 30 days, not ready yet”, “Doing it ourselves”, “Already have a vendor”.

Clicks on those buttons provide info so you can respond intelligently. Maybe in 30 days you ask the “not ready” folks “Figured out a timeline yet?”. For those indicating “DIY” or “have a vendor”, you might wait 60-90 days to ask “Is your project going as planned?

I’m OK with repercussions, lazy, etc.

Send out half of the emails exactly as you do now. Send the others with a context change. See which works best.

Do more of what works.

Selling someone else’s products

Have you ever thought about selling someone else’s products? When you sell someone else’s products,  parts of that vendor’s business obviously become a part of yours: their products and services. However, the reality is a good bit more complicated.

Be sure what business you’re in

When you consider selling someone else’s products, it’s critical to assess whether the product is germane to what you do.

For example, it isn’t hard to find stores selling fidget spinners. They’re an impulse buy that could add a small bump to daily sales, so grocery stores, convenience stores and the like could justify selling them back when they were hot.

However, it makes little sense to see these gadgets advertised on outdoor signage at pawn shops and musical instrument stores – which I’ve seen lately. The logic behind advertising out-of-context impulse items on a specialty retail store’s limited outdoor signage escapes me – particularly on high traffic streets.

Will it confuse their market? Will they lose their focus by selling a few $2.99 items? Doubtful. While they’re trying something to increase revenue, the emphasis on an out-of-context, low-priced impulse buy product is the reason I bring it up. It makes no sense for a specialty retailer.

When you start selling someone else’s product, there are questions you don’t want your clients and prospects asking. They include “Have their lost their focus?” and “What business is my vendor really in?”  These questions can make your clientele wonder if another vendor would serve them better.

Should you sell out of market?

I had this “Is it in context?” discussion with some software business owners this week.

One of the owners (not the tool vendor) is asking the group to sell the development tools they use to their customers & other markets. Ordinarily, this would be a head scratcher, since most software development tools generate their own momentum, and/or are marketed and sold with a reasonable amount of expertise. That isn’t the case with this tool vendor.

However, the discussion really isn’t about that tool vendor, even though they’re at the center of the discussion being had by these business owners. The important thing for you is the “Should we sell this product?” analysis.

Start the conversation by bluntly asking yourself if makes sense for your business to sell this product.

Adjacent space or different planet?

If your company sells to businesses that develop software internally or for sale to others, then you might consider selling a vendor’s software development tools to your customers. It might make sense if you sell into enterprise IT.

However, if you sell software to family-owned, local businesses like auto parts stores and bakeries, it makes no sense at all. You’re going to appear to be from another planet going to these customers to sell software development tools.

If you try to sell these tools in an unfamiliar market, then you’re starting fresh in a market your team probably isn’t used to selling and marketing into. The chance of losing focus is significant unless you’re leading your current market by a sizable margin and have plenty of extra resources.

Ideally, a new product line feels congruent to your team, clients and prospects. Even when it’s a good match, the work’s barely started as selling and supporting a ready-to-sell product requires a pile of prep work.

Your sales team needs training to sell the product and know how/when to integrate it into multi-product solutions. You need to include the product in your marketing and training mix. Your support team needs training to provide the level of support that your customers expect. Your infrastructure team needs to incorporate it into your CRM, accounting, website, and service management systems. Your deployment team may need training as well.

What if the new product’s vendor has problems?

Reputation damage is one of the biggest risks when selling someone else’s products, particularly if you have to depend on the other company to service and interact with your customers.

Does the product vendor provide support as good as yours? Do they communicate in a timely & appropriate manner? Do they service things promptly? Are they a good citizen in the developer community? These things are important in the software tools market. In your market, they may not matter.

The actions of the product’s creator reflect on you, since YOU sold the product to YOUR client. Carefully consider the risk/reward. Your entire clientele will be watching.

Personas – Like building Mr. Potato Head

The process of analyzing & building customer personas is not too much different from the process of selecting & placing body parts while creating your newest version of Mr. Potato Head. You must identify each persona, then build it out by figuring out what “parts” make each one unique. Of course, there will be aspects of some personas that are shared.

Who are your personas?

The first step to working on your personas is to identify them. For me, a mental walk-through of the business processes of a business tends to produce a fairly complete list.

Once I’ve worked through that process, I’ll assign them role-based names (such as junior astronaut, senior astronaut, or launch manager). Next, I’ll discuss the roles with someone intimate to dealing with the clientele in question. Sometimes you can talk to one person and get a good assessment of your persona list.

Discuss your persona list with front office / sales people, service / field techs / deployment teams, admins and managers at each level. When creating a list of personas, don’t assume that you know them all simply because you run the place.

Getting feedback from staffers who talk to / email with these folks on a daily basis is critical to proper identification of each persona. Your front line people in each area work with these folks every day. Their familiarity will help you accurately describe, critique, and reflect on the qualities / properties of the personas you’ve built. Multiple viewpoints across your staff will fine tune the mental sculpture of them that you’re creating.

Putting the lips on each persona

Selecting the lips to stick onto your Mr. Potato Head is fairly simple. The work to break down the different traits, habits, wants, needs, communication requirements and other aspects of each persona your business works with isn’t.

It’ll pay off when you write emails, phone scripts, letters, forms, ads and other communications intended to optimize your interaction with each persona. Optimization is really about achieving a “message to market match”.

I should clarify the “… to market” part of this. Normally when I mention message to market match, I’m referring to the market of people who buy what you sell. From that high level perspective, your market could be “people who want to buy or sell a home“. Personas drill down on that.

When producing a list of personas from your market, we focus on market subgroups. A persona like “empty nester couples between 50 and 62 who are downsizing” is a good example – and is a good bit narrower than “people who want to buy or sell a home”.

The group of people on the list of folks who want to buy or sell a home include:

  • the aforementioned empty nesters
  • millennials
  • newlywed couples
  • 25-35 couples with kids looking for room to grow
  • single folks who want an ownership experience at a waterfront property without the need to deal with yard work
  • aging couples who want a single story place that will be suitable for keeping them out of a retirement home for 10 more years
  • vacation home buyers
  • rental real estate investors

… and so on. If real estate is your thing, you can probably add to that list without much effort.

Why are personas necessary?

You want to break your customer / prospect base down to this level of detail soso that you don’t communicate with each group using the same message. A real estate ad with a couple of 50+ aged people in the photo might not attract a couple with young kids who are looking for their first home. Likewise, the reverse could also be true. The imagery *and* the words matter. It’s tough to attract anyone when you use a message they doesn’t concern them.

When you do the work to identify what is unique to each of these personas, then you can more easily decide how to communicate with them (Instagram, Facebook ad, postcard, etc) AND what to say when you do.

Winning at this almost never looks like “I created one ad and it attracted everyone.” Creating the right conversation with the right group is more work. The reward is that conversations with better context produce better results. Further, fine tuning your message will reduce the amount of time you waste on people your business / products / services aren’t a good match for.

Finally, don’t forget to use your personas to refine messaging to existing clients.

Photo by beeep

Bounce rate too high? Set the stage

What are you doing to keep your website’s bounce rate down? Bounce rate is the percentage of visitors that visit your site and leave without looking at another page, or taking any action (opt-ins, etc). A high bounce rate would be a bad thing in most cases. There are sites where higher than normal bounce rates aren’t unusual, but for most business-oriented sites that have sales, service and related functionality – it isn’t usually a good thing. A business site may have some pages that have a higher bounce rate than the rest of the site, but those tend to have specific purposes and are self-contained (ie: everything the customer/prospect needs is on that page – like a phone number or the answer to a specific question).

High bounce rates can be caused by pages that are: boring, objectionable, uninformative, unclear, misleading, or didn’t match the expectation (reason) that the view believes that the page exists. For a home page, a high bounce rate might tell you that the page doesn’t do a good job of communicating what the company does and why you should be there. Think about the reasons why you leave a site after visiting only one page. You didn’t find what you wanted. The site isn’t what you thought it was. The site is too technical or is filled with jargon. The site isn’t technical enough and targets people far less experienced in the subject than you.

Some of those reasons are legitimate, depending on the person coming to the site and their expectation. It’s the reason audience-specific landing pages exist – the home page can’t be everything to everyone. Even so, your site (like a retail store) needs to set the stage.

Set the stage

When you walk into most retail stores, someone either says Hello (or welcome). In many cases, the store’s next action is for a staff member to ask if they can help you. Sometimes the ask is inquisitive, sometimes it’s asked in a tone that clearly hopes you say no, sometimes it’s perky. No matter how the question is asked, the most common answer is “Just looking”, of course. The possible translations of “just looking” include: “I got this”, “Leave me alone”, “I don’t need help, thanks”, and others. Sometimes, “just looking” is OK. Sometimes, they’re showrooming – but they’re in your store, so reducing their bounce is what you do next.

In far too many cases, “Can I help you?” is a conversation that tends to feel like this: “How was school today?” “Fine.”

Many stores handle in-store visitors in a more effective way. Some explain how the store works, particularly if it has an unusual process or there’s something non-obvious about it. A good example: “If you see an item you like, and you want it in a different color – please let us know. We have every color of every item in stock and ready to take home.” Is there a similar comment your website could make to set the stage for the visitor to accomplish what they came for? Take that same “we have every color…” angle and look at your website.

Compare it to face time

I looked at a computer bag / luggage site recently. Their site made it clear which laptops fit which bags. It showed how to measure the dimensions of your laptop (vs. trusting “15 inch laptop”) so that you’d be sure your gear fit. My guess is that poor fit is a common reason why people return computer bags. Their site makes sure I buy the right thing and don’t bounce due to uncertain fit. What makes your visitors bounce?

What would you say if a web site prospect was sitting with you at a local coffee shop or cafe? If they walk in and sit down with you, how would speak for your website in a way that encouraged them to look further, or help them find the answer they’re looking for? What would they say as they were seated?

What’s the first thing you would say to them to help them feel comfortable, welcome and knowledgeable about what your site is all about? What would you say to enable them to take the next logical step, assuming they are the type of person (or business) that you want to visit your site? Is that what your site says now?

Photo by jacopast

Truth in advertising?

Ever watch a TV commercial for a restaurant and see examples of food that you know they’ll never serve? Of course you have. It’s particularly common among national fast food restaurants. At this point, do you have any expectation that the food in the ad will even remotely resemble what you’ll receive if you eat there?

Probably not.

Advertisements which present something the restaurant will never deliver set the tone for what people expect from all advertising – including yours. You need to inoculate your marketing so that it never makes this mistake.

It takes one time for people to lose trust in your advertising. ONE TIME.

Politics – an obvious example

A politician’s financial or legal issues make for an ideal illustration. Are financial problems all that unusual for folks who have dealt with long-term health care challenges? Among all the people you know, probably not. How much different is this vs. a lawsuit over stream access? While you may not know anyone who has dealt with the latter, you can be all but certain that neither party will present these situations accurately and completely.

In their minds, the truth seems to be something to be used only when it’s a weapon. In both cases, the actual truth might be seem reasonable – but we’ll be sure that each candidate’s negative ads will carefully paint these situations to make them look as evil and/or incompetent as possible.

OK, sure. No one believes anything they see in a political ad. Or… no one believe anything in a political ad for the opponent of the person you plan to vote for. And we’re so used to it that we expect everything but the truth.

Just like the ads from many national restaurants.

Don’t create problems for yourself

For a politician, these kinds of problems occur when you don’t get out in front of your own issues. When you let the opponent and their party announce your problems, they get the pleasure of positioning them for you. They also get first shot at defining “the facts”. No matter how true their version is, if they’re first to bring up your flaws or mistakes, you’re the one with the terrible strategy.

It’s no different for your business. You have to bring up common sales objections that others would use against you. Anyone who has done their homework has probably already thought of these objections. Anything you think you can ignore, wave away or hide is best handled by you on your terms, before you get cornered.

Inoculate your marketing

When it comes to your advertising, you have to think hard about this from the customer’s perspective. What are they really looking for? What about my business is a reason to grab their attention? What is unique about what you do and how you do it that would attract a certain person looking for a certain product or service?

If your ad manages to successfully convince someone to give your business a chance, what would possibly make you think that you can show them something in an ad that they’ll never get, or never see when they visit your place?

How do you react when that happens to you? Would you ever go back? Think back to the last time you felt this way.

Given that feeling – what’s necessary for you to inoculate your marketing against producing something like that for your prospects and customers? Start by asking others for their first impression of the ad. Get out of the echo chamber (as politicians, parties and big media should). Ask someone you trust if your ad accurately represents what you do. Ask them if it identifies something that’s important about the decision making process that would make them choose your business.

Ask around

Now ask a trusted customer what they think. Does it resonate with them? Does it ring true to them? Do they feel it’s an important factor when selecting your business, much less your products and services?

Imagine if a politician or a party asked an undecided voter what they thought about their ads. Thinking of your prospects as undecided voters, ask yourself this: Would this help or hurt my cause?

What would someone who didn’t choose your business say about your ads? How do they feel about the ad you currently feel is your best?

How to take the chill out of a cold email

With double digit below zero weather arriving in Montana this week, the last thing any of us need is a cold email.

What I call a cold email isn’t quite the same as a bulk email. While bulk email is indiscriminately sent to many thousands of people, a cold email might be sent to 10, 50 or 100 people. Bulk emails are seldom effective as lead generation tools, while cold emails can be an effective lead generation tool from a somewhat targeted list.

What is a cold email?

Cold emails are often written from templates and sometimes are pasted into an email program before they are sent. Sometimes, they’re mail merged (ie: personalized), sometimes not. Template-based, mail-merged emails aren’t a bad thing until you send a generic one to the decent quality lead with a message that makes little sense.

Who gets a cold email?

They’re often sent to people you might have seen or heard of at a Chamber of Commerce event – but you weren’t introduced to them and you didn’t meet. You might have their email because of a list you have (or bought) access to, such as an industry group list or a list of trade show attendees.

You might have manually harvested the email addresses from web sites of companies that might be a good fit for your services. For example, if you serve small bakeries, maybe you Google’d “bakery northwest montana”, found a list of bakeries within 100 miles, then grabbed the owner name and email from each site.

While that shows a little effort, it can all be lost depending on your next move.

The trouble with cold emails

Cold emails don’t often get a response, because their content simply doesn’t encourage you to read them, much less take action.

Cold email failures:

  • The subject line doesn’t provoke you to open the email. Instead it says something like “sender’s company name product category”. Example: “Smith-Jones Systems – Point of Sale Software”.
  • Your content is so general that it shows you made no effort to understand the recipient or their needs, so it reads like every other spam they receive.
  • The email is written from the “me, me, me” perspective (talks about the company and its services) rather than talking about the reader.
  • Your email reads as if it came from a template. While the slightest bit of work could make it personal, that effort wasn’t invested.

Making a cold email personal

This email is your proxy. If you read an email you sent last week, does it sound like you? Is it the introductory conversation you’d have in person with a prospect? My guess is that it doesn’t and it doesn’t.

The email needs to speak to a specific problem. What problem do most bakeries have that your point of sale (POS) software solves? Bakery owners don’t wake up in the morning thinking “Boy, I sure wish someone would try to sell me point of sale software today.” Yet these same bakery owners might be thinking about how annoyed they are about the inability to predict shift coverage based on sales levels, print tax reports, produce custom order tickets, add stations, or some other thing. Their staff may have complained about other problems with their POS.

40% of your clients may have used a specific POS and moved to yours because of three specific benefits, differences or improvements. Do you know what these prospect bakeries currently use? What do their people think about it? Given that 40% of your clients used that tool, you should have some specific info for bakeries still using that old POS. Send a specific email to users of that POS vs. bakeries using other software.

Observation

Have you been in their bakery and bought something so you can see how the staff reacts to working on their registers or POS stations? Did you sit there, as appropriate, and have a cup of coffee while observing how things go when they are busy? Did you listen for comments from the staff?

While you don’t want to fill an email with ALL of this info, this knowledge is critical to understanding why a baker would want your POS.

Sure, these emails are more laborious to produce, but your job is to get new clients, not see how many emails you can send.

You don’t send marketing email? This knowledge also applies to phone and in-person sales calls.

This year, customer follow up will be different.

For many businesses, two things happen this time of year. One: You get a bunch of new customers. Two: Many of the new customers you acquired during this time last year “forget” to come back. The customers on the first list cost time and money to acquire. A fair amount of the people who “forget” to come back were never asked to. In other words, the business didnt invest the time / money for new customer follow up.

There is a problem with this concept. Being able to follow up requires having some contact info for your clients. These days, people are all too used to being nagged incessantly, mostly by mail and email. They’re also concerned about privacy and identity theft, which increases their reluctance to provide you with their contact info.

Why they think you’re a spammer

While it keeps the FCC and others “happy” to publish boilerplate privacy and security policies, most people either won’t read them or won’t care that you have them. Until given a reason to think otherwise, they will group your request with all the ones they’ve received before. This means that you will be thrown into the bucket with the companies who used their contact info inappropriately.

Inappropriate doesn’t necessarily mean illegal but the net impact on the business is roughly the same.

While many marketing people and business owners think otherwise, they don’t get to decide what is spam and what isn’t. The recipient does. The legal definition is irrelevant. No matter how good you think the message is, the recipient decides whether your messages are out of context, incessant, annoying or of no use. If your new customer follow up message matches any of those criteria, they will unsubscribe, opt out and might even stop doing business with you.

Even worse, they will group you with all the other spammers and be super hesitant to provide you with information in the future – even if you need it in order to serve them as they wish.

Poorly conceived customer follow up has a hard cost

Spammers are of the mind that they can send millions of emails for free. They have the luxury of not caring if they retain a “customer”. You do not. They have the luxury of not caring about the cost of a lead, much less the lifetime value of a customer. You do not.

When you send a message that feels to your customer like spam and it causes them to unsubscribe, there’s a hard cost associated with that. Think about what it cost to get that person to visit your store or website. We’re talking about labor, materials, time, consultants, employee salaries, service costs, etc. Every lead source has a cost and a ROI. The latter comes from the lifetime of that client relationship with your company.

When your message causes the client to unsubscribe, your lead cost rises and your ROI is likely to drop because the lifetime customer value of that person or business will probably stagnate.

Great, so how does my customer follow up avoid this?

Expectation management.

When they provide contact info these days, people have questions about the use of their contact info:

  • How it will be used.
  • How it will be shared (short answer: DON’T)
  • How it will be secured.

You have to be crystal clear (and succinct) when answering those questions. You have to adhere to what you said. Stepping outside the bounds of what you said you’d do, even once, breaks what little trust was granted when their contact info was shared.

Whether you feel it’s justified or not, people are hyper-sensitive to this. If you want to build a lifetime customer relationship with them, your behavior has to show it.

A suggestion

Everyone likes getting stuff on their birthday. It doesn’t have to be a (heaven forbid) 50% discount. You don’t need their birth date – which they will be protective of due to identity theft. You only need the month. During their birthday month, a simple offer or add-on that is special to them is all you need. Do you have any low cost, high perceived value services that could be given away with purchase during their birthday month? Make sure it’s clear to them that you will use this info to send them something of value during their birthday month – and stick to that.

The alternative is to keep paying more for leads. There are only so many people in your market. Nurture your clientele and show them you’re always thinking about how to help them. Win the long term game.

Buying decisions are personal

One of the challenges we have when running a business, and more importantly, when trying to make a sale – is understanding what makes our clients, buy (or not buy), run away screaming (or some such). They have their own reasons which may (or may not) relate to you and the actions you and your business have taken while dealing with them. Combined, these things are yet another complex reason why buying decisions are another angle at Business is Personal.

Personal to them, not simply to you.

Why they don’t buy

Many times, the reason they decided not to buy has nothing to do with you. It’s personal.

Business is Personal to them because their transmission went out over the weekend, or their best friend’s niece is in the hospital, because the basement flooded at home so for the next few weeks, they probably don’t have time to install and configure that software you’re trying to sell them (or it no longer seems important), or they got into an argument with their spouse last night and that RV is no longer important… until the argument is forgotten and the lure of being in the boonies (with a little comfort) is important again, or their daughter got a full scholarship to a college 2500 miles away and now your spouse is a wreck because the reality that their little girl is growing up and leaving the house has hit home and distracted everyone.

For now, that is.

Distraction is personal

The things that change your prospect’s minds, or put off their buying decisions are countless. Most of them are personal. The phone rang and their mother wasn’t feeling well. The teacher called and their son needs to study harder. Some of them are not personal. The boss emailed and they have to go out of town next week. Priorities changed for any number of reasons.

These are not reasons not to buy, or reasons to buy – but they impact your clients every day. Life is quite often more important than your products and services. You might have the best RV in town, the best service department, the best price and the best financing, but today – none of that matters and it’s not your fault. It just is.

It’s easy to get discouraged when this is going on, but that’s the one thing you can’t allow for. You can’t give up. You can’t assume that they changed their mind because your product or service aren’t good enough, or your salespeople aren’t good enough, or your price isn’t cheap enough. There may be occasions when one or more of those conditions are valid, but most of the time – that isn’t the problem.

Distraction is.

People’s lives don’t revolve around your product or service until they do, and then they don’t 19 hours later when the phone rings or that email arrives.

Why they need your patience… and your reminders

Engagement is critical. Nurturing is critical. Both play a role in your business and do far more than keep your name in front of them. They remind your prospects that something you sell was important to them a few weeks ago before they were distracted by something that was important to them at the time.

Seems like a simple thing, but the difference between re-engaging with a prospect, getting the conversation back on track and eventually completing a sale, vs. “unexpectedly” losing a formerly hot prospect is the difference between a re-engagement follow up and waiting around for the prospect to figure out that they were going to buy something that at one time or another was important to them.

It’s work. It’s marketing. And it’s the kind of re-engagement effort that is often the difference between reaching next month’s revenue goals…. or not.

What stage?

A critical aspect of your re-engagement effort is gauging where your prospects are along the buying timeline. It’s not really a timeline though. It’s more like a set of behaviors about-to-be buyers exhibit when they’re at a certain point in the process of buying. Years ago, Perry Marshall and his crew noticed that when someone searched Google for “guinea pig”, it meant they were ready to buy, vs when they searched for “guinea pigs”, they were doing pre-purchase decision research.

Study your buyers’ timelines and use what you learn to create a re-engagement plan. You’ll need communications appropriate to re-engage people at each stage of the purchase timeline.

Strategic Notebook: Marketing Calendar

Are you marketing with intent or by accident? The only thing those two have in common is “ent”. Choose intent.

It’s a massive job?

Like anything you might not have done before, a marketing calendar might seem like a massive job. Don’t let that freeze you.

Big jobs have a way of creating a resistance to getting started – you’re frozen. Big tasks that you feel like you can’t finish in one setting are easy to put off. Next thing you know, it’s next January and you still haven’t gotten started. You can do this a year, quarter or a month at a time, so break it down. If a month seems like too much to bite off at once, start with a week. In fact, start with next week. What will you do with intent next week. The important thing is to start.

If you can’t dedicate an afternoon to it, then start 30 or even 15 minutes at a time. Once you get rolling with a week, look at that first week and figure out what should happen the second week after doing what’s planned for the first week.

Anyone can do a week at a time or take one intentional marketing effort at a time. No matter how slow it goes, get moving and keep moving. Create some marketing momentum.

Beating the blank page

Writing sometimes starts with that first, incredibly tough blank page. Building a marketing calendar isn’t much different. It starts with that first blank month. So where do you start?

What marketing efforts would you make this year even if you were the most disorganized accidental marketer ever? Put that on your calendar.

How do most of your new clients learn about you? Are they walk-ins or drive-bys? Do they find you online? Are they referred? Do they respond to ads in <something>? Rather than doing things to attract these clients accidentally – put the number one client attraction technique / effort on your calendar.

Once you have even one thing on your calendar, it’s easy to move ahead and identify other things you already do. The marketing calendar is your road map to doing these things with intent, doing them with enough lead time that you aren’t tempted to blow them off and getting them executed consistently.

Keep it simple

A marketing calendar might seem like a thing that should be complex, hard to understand and a hassle to implement. While a calendar can have lots of components and it can be multi-layered, it doesn’t have to complicated or a hassle. Focus on one piece at a time and keep things simple until you’re ready to step things up a level.

For example, you might have seen a multiple media, integrated campaign that coordinates email, social media, direct mail, radio, TV and who knows what else – and does so in a sequence over time. It might be tempting to think that if you can’t do that, you shouldn’t bother building a marketing calendar. Don’t use that as an escape hatch. You might get to the point where anything less than that seems like you aren’t even trying. Don’t let that happen. Keep it simple until you get some momentum from executing your calendar and creating something intentionally.

The first goal of a marketing calendar is to start marketing with intent: to work a plan, and stop marketing by accident. Once you have the mechanics in place, you can add additional layers, media and sequences as it makes sense, if it makes sense.

The end game isn’t the end.

What’s all of this for?

We started this discussion by asking if you market with intent or by accident. The goal of this process is to eventually get you to the point where you know what has to be executed each day in order to do the marketing you know you need to do. Intent.

Why’s that important?

When marketing is done consistently and with intent, it creates the conditions that allow you to know exactly what to do to keep growing your business. It creates job security for your people, who will most certainly detect the results of marketing with intent. It will build confidence in you and in the business.

When you work under conditions where you no longer worry about your job or whether your paycheck will clear this week, I think you’ll do better work. That’s good for everyone.