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The Core Program

Build your list, distribute emails, conduct customer surveys,
identify website visitors, track key metrics to judge results

How does it work? Here’s the process.

Build Your List


The list
We’ll review your customer list and identify prevalent industries and provide a sample list for your review.

The script
We develop the script, based on our success in verifying contact information and generating leads with similar companies in your industry. You’ll approve the script.

The information
We’ll write and design a flyer that can be sent to anyone interested in your company. You will approve the content and design.

Distribute Emails


The calendar
Initially, we’ll develop a six month calendar that details topics for all of the emails we’ll be sending each month. You’ll approve the categories and topics. They can always change, however, if there is news to add.

The copy
We’ll write the emails, based on the selected topics, and we’ll identify appropriate links. If a topic needs more information that isn’t on your website, we’ll write it and add it to your website.

The design
We’ll design the emails and send them to you for review and approval. If you have changes, we’ll make them. Once you are happy with the email, we will program it.

The test
We’ll send you a test of the email with all links. Once you approve it, we’ll distribute it to your customers and prospects.

The open report
We’ll provide an open report one week after the email is sent, so you can follow up with anyone who opened the email frequently. Certain levels of activity indicate interest, and your sales reps can follow up with them.

The list
If you have an email list, we’ll use that and add to it through our calling efforts. If you don’t have a list, we’ll build one. We can add the sales rep for each contact, to make it easy to figure out who should call anyone who opened the email.


Conduct Customer Surveys


The list
You’ll send us your invoices for the previous month at the beginning of each month. We will call your customers to see how happy they are with your products and services.

The script
We develop the script, based on our success in identifying issues with similar companies in your industry. You’ll approve the script.

The results
We have developed a proprietary online portal that provides both a summary of your results, over a selected timeframe, and the detailed surveys. You select the date range, and the questions are shown, with all answers in detail and in graph format. If you are interested in seeing details of the surveys for a particular question, just check the boxes for the responses you want to see, click “View Respondents”, and you can see who answered that question with that response. You can also download the survey with all the responses. If you receive a negative score, we’ll alert you via email with the details of the survey.

Identify Website Visitors


The tracking code
We’ll provide the tracking code to add to each page of your website, or we can add it for you.

The list
We’ll add your email list to the program, so that visitors can be identified easily.

The notifications
You’ll receive alerts via email and/or text of anyone who is visiting your website. They can go to particular sales reps, once we tag each contact with the correct sales rep, or they can go to anyone you designate.

The reports
You’ll receive weekly reports of exactly who visited your website, including how active they were on your site.

The form fills
You’ll be notified as soon as someone completes a form fill on your website, so you can call them about their needs.



Track Key Metrics to Judge Results


The data
You’ll provide two to three years of invoices, so we can load everything to our proprietary program to generate key metrics reports. Every month, we will update the database with your invoices for the previous month.

The portal
You can log on to the portal to see your business trends and aberrations. Your sales reps can have limited access only to their accounts to see when each one purchased last, so they can stay on top of everyone. There will be no more surprises. No one can be blindsided ever again by finding out too late that a customer is changing vendors!

Monthly reviews
Our financial experts will walk you through the numbers and provide insights about trends that may be happening with your business—good or bad—that you might not be aware of.


  APPROVE


You will approve each step of the process, and we’ll make any adjustments needed.



Weekly phone calls and updates

We provide weekly updates via email and set up a call weekly or biweekly to review projects and strategies. It’s important that anyone involved in approvals is participating to assure quick turnaround times. We send out a conference line and a screen share link, so it’s easy to walk through everything that needs to be reviewed.


  GROW & MEASURE


Once everything is up and running, you’ll see improvements in how frequently your customers are purchasing, and new customers will be added. Through the key metrics reports you will know exactly what the impact is to your business.



Monthly reports

Our monthly reports provide details on exactly what the results were for the previous month and what the trends are for the past few months. It’s a quick check to make sure everything is going in the right direction—up!