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Module  Ten  Transcripts  

MARKETING AUTOMATION FOR SMALL BUSINESS 


Bob  The  Teacher,  Manager  of  Marke1ng  Educa1on  at  LeadPages®

MODULE 10: AUTOMATION WORKFLOW EXAMPLE -
 WEBINARS BEFORE AND AFTER Bob  The  Teacher  and  Chris  Davis    
 Note:  The  following  transcripts  have  been  created  to  assist  you  in  implemen:ng  the  lessons  of  this  course.  Since   they  are  essen:ally  verba:m,  these  transcripts  should  be  read  with  a  “speaking”  English  perspec:ve,  as  they  may   contain  slight  gramma:cal  errors  due  to  the  nature  of  recorded  training.


In  the  remaining  modules  here  in  the  marke6ng  automa6on  course  I  want  to  walk  you  through  the   prac6cal  applica6on  of  these  strategies  into  real  world  scenarios  and  in  this  first  workflow  we’re   going  to  map  out  the  automa6on  campaign  for  a  webinar.  To  help  me  do  that  I’m  going  to  turn   once  again  to  Chris  Davis  our  head  of  marke6ng  automa6on  here  at  LeadPages®.   Bob:  

Hi  Chris,  thanks  for  joining  me  for  another  module  of  the  marke6ng  automa6on  for   small  business  course.  

Chris:  

Yes,  glad  to  be  here  Bob,  I’m  excited.  

Bob:  

I  am  too  and  am  really  looking  forward  to  having  you  walk  us  through  this  workflow  for   automa6ng  a  webinar  marke6ng  strategy.    

Chris:  

Yes,  yes,  yes.  

Bob:  

Before  we  dive  in,  I  think  it's  really  important,  I  know  you  stress  this,  we  really  want  to   be  thinking  first  of  what  are  achieve  goal.  What  are  you  wan6ng  to  achieve  when  you   put  together  a  marke6ng  automa6on  workflow  for  webinars.  

Chris:  

I’m  glad  you  asked  Bob.  I’m  going  to  s6ck  straight  with  my  flow  chart  here,  and  I'll  go   down  each  one.  The  first  goal  ...  A  lot  of  people  jump  over  this  goal,  but  it's  actually  to   get  them  to  purchase  the  product.  I  count  that  as  success,  if  I  can  get  you  to  purchase   before  even  aOending  a  webinar.  A  lot  of  people  miss  that  because  they're  so  focused   on  gePng  them  on  the  webinar.    

 

The  second  goal  is  to  aOend  the  webinar  as  a  means  of  achieving  the  first  goal,  which  is   purchasing  the  product.  Lastly  if  I  can't  get  them  to  purchase,  I  can't  get  them  to  aOend   then  I’m  going  to  nurture  them  and  give  them  an  opportunity  to  find  out  more  about   my  product,  my  offering,  so  they  can  poten6ally  purchase  the  product.  

Bob:  

Excellent,  so  every  component  of  this  is  geared  around  achieving  those  goals,  and  as   you  can  see  these  liOle  trophies  on  your  workflow  to  indicate  that  those  goals  have   been  aOained  or  not  and  then  move  people  through.  I'd  love  for  you  to  share  what  type   of  business  could  benefit  from  this  type  of  workflow.  

Chris:  

There  are  various  businesses  to  put  a  broad  blanket  over  all  of  them,  it  would  any   business  that  uses  event  based  marke6ng.  A  specific  6med  event  that  you're  using  to   push  your  product  or  your  market  to  people.  What  I  have  here  are  webinars  of  course  

 

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close  to  our  own  hearts,  this  same  type  of  flowchart  or  sequence  works  for  speaking   engagements,  live  demos,  anything  that  you  scheduled  in  a  future  6me  and  would  like   to  market  and  collect  people  to  aOend  for  the  sake  of  selling  your  product  or  service.   Bob:  

Excellent  and  this  is  obviously  a  webinar  workflow  with  that  par6cular  event  based   marke6ng  and  separately  within  the  LeadPages®  curriculum  that  we've  designed   educa6on  wise.  We  have  a  webinar  funnel  system  that  people  can  dive  into.  I’m  excited   you're  part  of  that  as  well.  

Chris:  

In  fact  Bob  you'll  see  a  lot  of  this  strategy  is  extracted  from  that,  which  just  speaks,  to   once  you  get  a  system  working  just  keep  working  the  system.  Don't  crea6ve  now  just   liking  the  system.  

Bob:  

Yeah,  I  don’t  want  to  go  down  the  rabbit  hole  of  webinar  strategies,  but  the  beauty  of   what  we  do  here  at  LeadPages®  is  this  works  for  us  whether  we  do  one  webinar  a   week  or  ten  webinars  a  week,  it's  just  this  system  replicated  over  and  over  again.  

Chris:  

Yap,  you're  100%  correct.  

Bob:  

Perfect,  before  we  zoom  in,  how  can  we  look  at  this  from  the  big  picture  and  what  are   we  really  focusing  in  on.  

Chris:  

I'm  using  some  colors  to  guide  us  through  this.  Essen6ally,  you  see  these  grey  boxes,   they're  processes.  Before  I  can  get  to  success,  I’ve  got  3,  poten6ally  4  process  that  I'm   going  to  be  relying  on.  Whenever  you  hear  the  word  process,  this  is  something  you   have  build.  Like  emails,  I  have  to  build  out  emails  for  this  process.  Then  we've  got  a   couple  decisions.  Decisions  are  logic.  A  lot  of  6me  ...  When  we're  talking  about   marke6ng  automa6on,  this  logic  is  heavily  reliant  on  your  pla`orm.  It's  ability  to  make   these  decisions  for  you.  You  need  to  just  at  a  very  top  level,  we've  got  3  processes  and   2  decisions  that  are  going  to  drive  us  to  success  here.    

Bob:  

Again  these  are  your  access  points  for  knowing  that  you  have  achieved  those  goals  on   the  way.  

Chris:  

There  you  go,  absolutely.    

Bob:  

Zooming  in,  walk  me  through  this  workflow.  

Chris:  

All  right,  we're  star6ng  aber  the  registra6on.  We  can  have  a  whole  another  course  on   gePng  them  to  register.  The  green  dot  is  saying  this  is  started,  you've  the  lead,  you've   got  their  email  address.  Right  aber  they've  registered,  the  first  goal  in  my  mind,  is  to  get   them  on  the  webinar  or  purchase  my  product.  This  pre-­‐webinar  followup  sequence  is   structured  to  obtain  that  goal.  Let's  walk  through  it.    

 

This  is  the  safest  ...  This  is  like  my  rule  of  thumb,  pre-­‐webinar  followup  sequence.  It  can   get  as  advanced  or  simplis6c  as  you  want  to,  but  this  framework  will  work  for  any   webinar.  The  first  thing  you  want  to  do  is  send  the  confirma6on  email.  This  is  the  easy   way  to  just  remind  them  what  they  did  and  give  them  the  opportunity  to  add  it  to  their   calendar.  What  we're  finding  at  LeadPages®  right  now,  is  that  our  show-­‐up  rate  is   directly  correlated  to  their  ability  or  willingness  to  add  the  event  to  their  calendar.  You   want  that  for  your  confirma6on.  

 

The  next  one,  I've  got  a  few  emails,  and  the  reason  why  I  have  this  is  because  there's  a   few  philosophies  out  there.  Am  not  for  or  against  either  one  just  whatever  works  to  

 

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achieve  the  goal,  so  you  can  have  as  many  reminder  emails  as  you  want.  The  one  thing   that  I  would  say,  make  sure  that  you're  adding  to  these  email  is  value.  Don't  just  send   out  a  reminder  and  say,  hey  next  week,  hey  in  2  days.  Give  value.      

These  are  opportuni6es  for  you  to  establish  a  stronger  rapport  and  trust  with  these   new  leads,  so  that  when  they're  on  the  webinar,  their  guard  is  down,  for  lack  of  a  beOer   term,  and  then  hands  down  always,  always,  always  have  a  last  call.    

 

Never,  never,  never,  never  start  your  webinar  without  a  last  call  reminder  15  to  5   minutes  before  the  webinar  starts.  It's  amazing  how  many  people  forget,  they  get  the   email  they're  like  oh,  oh  yeah.  That's  the  pre-­‐webinar  followup  sequence.  Again  we're   measuring  the  effec6veness  of  this  by  our  aOendance  rate  or  our  customer  purchase   rate.  

Bob:  

Awesome,  and  by  providing  that  value  ahead  of  6me,  that's  what  makes  it  more  likely   for  people  to  purchase  your  products  as  opposed  to  just  having  the  goal  of  aOending   the  webinar.  

Chris:  

Yes  Bob,  you  will  get  so  many  well  informed  ques6ons.  The  market  research  you'll  be   able  to  get  from  sending  those  valuable  resources  in  form  of  email  before  hand,  on  the   webinar  you  will  be  amazed  at  the  quality  of  content  you'll  be  able  to  create  from  that   feedback  from  your  webinar  in  the  ques6ons.  

Bob:  

I  love  it  and  we've  been  stressing  through  the  en6re  course  the  whole  goal  of   marke6ng  automa6on  is  to  emulate  the  1  on  1  conversa6on.  Right?  

Chris:  

Yes.  

Bob:  

If  you  can  pre-­‐load  that  conversa6on  with  commonly  asked  ques6ons,  put  those  in  as   your  valuable  content  pieces  in  your  reminders,  you're  gePng  that  higher  in  tune   aOendee  who  is  ready  to  dig  in  deeper.  

Chris:  

You're  right,  and  another  thing  is  don't  forget,  people  will  respond  to  these  emails.  This   is  oh  my  God,  this  is  some  of  the  greatest  content  to  add  to  your  webinar.  If  you're  ever   worried  like  I  wonder  if  they'll  like  it.  Send  value,  let  them  respond  and  add  that  to  your   webinar.  

Bob:  

Cool,  and  I've  also  no6ced  having  done  our  launchpad  trainings  for  so  long  here  at   LeadPages®,  that  by  adding  these  valuable  6ps  before  the  webinar  begins,  I'm  able  to   shorten  down  my  webinar,  which  keeps  people  engaged,  which  keeps  people  in  tune,   which  makes  sure  we're  doing  the  purpose  that  we're  talking  about.  Take  us  through   the  live  event  and  what's  next.  

Chris:  

Now  we've  had  our  live  event  in  this  sePng  we're  talking  about  a  webinar,  but  the  pre-­‐ webinar  has  done  its  job.  The  event  has  taken  place  in  6me.  Right  aber  the  event,  I  now   am  no  longer  concerned  about  aOending,  and  my  singularly  focused  goal  is  to  purchase.   That's  it.  In  order  to  get  them  to  purchase,  I  need  to  make  a  logic  decision  here.  We've   got  this  yellow  diamond  and  we  can  refer  to  it  as  a  decision  diamond  or  decision  note.   What  I  want  to  know  to  get  them  to  purchase  is  did  you  aOend  or  not?  That's  the   overall  decision  that  am  looking  for.  There  is  more  advanced,  did  you  leave  early,  all  of   those  things,  but  for  simplicity  sake,  if  you're  just  gePng  started  out,  I  promise  you,  you   can  go  a  long  way  with  just  these  2  decisions.  

 

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Let's  go  down  the  non-­‐aOendee  branch  first,  because  this  is  probably  more  likely  if   you're  just  star6ng  out  that  you're  trying  to  figure  out.  They  didn't  aOend,  don't  panic.   You  had  a  terrible  aOendance  rate.    

 

Do  not  panic.    

 

Our  followup  sequence  cleans  up  at  least  10  to  15%  in  revenue,  which  another  way  of   saying  that  is  the  people  who  did  not  purchase  on  a  webinar  purchase  through  this   followup  sequence  at  a  10  to  15%  rate.  If  you  don't  focus  on  this  and  you're  just  being   on  the  show,  they  didn't  show  up,  you're  losing  out  on  a  10  to  15%  opportunity  to   convert  them  aberwards.  

Bob:  

Right,  and  let's  emphasize  this  point  going  into  the  webinar  strategy,  it's  highly  likely   people  don't  aOend.  With  so  much  compe66on  of  webinars  and  how  prolific  those  are,   you're  looking  at  a  30%  aOendance  rate  as  a  bench  mark  for  being  average.  Right?  

Chris:  

Absolutely.  

Bob:  

That  means  70%  of  people  are  coming  down  this  pipeline,  and  if  you  don't  have  it,   you're  missing  out  on  that  possibility.  

Chris:  

Yap,  speaking  of  this  pipeline,  I've  included  3  emails.  Your  post-­‐webinar  non-­‐aOendee   followup  is  not  limited  to  3  emails.  If  it  takes  more  use  more,  if  less,  less  but  3  is  a  good   standard.  The  first  thing  you  want  to  do  for  a  non-­‐aOendee  is  give  them  the  replay.   They  didn't  see  anything  but  they've  expressed  some  interest.  They  registered  so  you're   interested  in  something.  Perhaps  it's  a  schedule  conflict.  I'm  going  to  give  you  the   webinar  and  one  thing  that  I’ll  say  that  is  consistent  through  every  email,  I'm  going  to   have  an  opportunity  for  them  to  purchase  in  every  single  email,  because  that's  the  goal.    

 

I’m  drabing  these  emails  with  this  goal  in  mind.  It's  not  just  hey,  check  out  this  replay   you  missed  it.  It's  check  out  this  replay.  Oh,  and  by  the  way  you  can  get  a  full  demo  or   you  can  experience  everything  that  I  had  men6oned  on  this  replay  clicking  here,   whatever  it  is.  

 

I  have  a  call  to  ac6on  in  each  one  of  these  emails.  The  first  one  the  focus  is  replay.  The   call  to  ac6on  is  buy  and  then  we  go  to  the  second  one.  This  is  where  you  can  start   using  some  of  these  psychological  tricks.  We  can  either  use  scarcity,  which  means  I'm   going  to  take  this  down  soon  or  hey,  these  bonuses  that  I  men6oned  on  the  webinar   they're  leaving.  Or  we  can  say  urgencies  like  hey,  look  do  this  now.  How  much  are  you   losing  by  not  doing  this  right  now?  Either  one  of  those  triggers  are  game.  The  thing  is  in   the  PS  I  want  to  have  and  if  you  haven't  seen  the  replay  here  is  the  link  for  it.   Remember  this  second  email,  the  goal  is  to  purchase.  I’m  s6ll  structuring  it  as  hey,  look   get  the  product,  hurry.  

 

This  last  email,  I  call  it  the  last  chance  and  the  last  chance,  is  probably  the  hardest  drive   that  I’m  going  to  do.  It's  going  to  be  a  straight  pitch  and  it's  almost  like  a  sales  leOer  in   an  email,  but  I  want  to  make  sure  that  you  register.  You've  not  aOended  and  maybe  you   haven't  seen  this  replay.  This  is  my  hail  Mary.  This  is  how  I  treat  it.  Feel  free  on  this  one   to  be  very  clear  with  what  your  product  benefits,  not  so  much  the  features  but  really   clear  on  the  product  benefits.  Paint  that  picture  very  clearly  and  then  of  course  let   them  know  this  is  it.  Finality  is  key  on  this  last  email.  

 

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Bob:  

Got  it,  and  so  for  all  of  these  you're  really  flowing  towards  that  buying  decision,  and   then  if  they  get  to  that  goal  then  you've  succeeded  in  your  primary  goal  for  the  whole   deal.  

Chris:  

Yeah,  absolutely.  

Bob:  

Let's  go  back  up  to  the  top  and  look  at  the  decision  diamond  that  they  did  aOend  but   they  did  not  purchase.  What  are  we  going  to  do?  

Chris:  

As  we  flow  through  this,  I  invite  everybody  to  think  about  the  customer  journey  in  their   business.  They've  registered  for  your  webinar,  they've  aOended  it,  which  means  they   saw  something,  they  dedicated  some  of  their  6me  out  of  their  busy  day  ...  Let's  not   forget  that,  and  showed  up  to  your  webinar  and  they  didn't  buy.  I  would  assume  there   is  a  disconnect.  There  is  a  disconnect  in  a  what  can  this  do  for  me  approach?  Or  how   can  this  beOer  my  life  right  now?  My  business  right  now?  Let's  close  that  gap.  That's   one,  the  first  one.  

 

The  very  first  email,  am  going  to  give  them  the  "CliffsNotes"  version.  Am  going  to  give   them  the  movie  trailer  version  of  the  webinar,  hit  the  main  points,  make  sure  that  I   clearly  state  that  ...  Because  every  webinar  you  should  have  bonuses,  make  sure  I   clearly  state  these  bonuses  are  s6ll  available  and  am  going  to  make  the  offer.  Right   there  on  that  first  email  and  from  there  since  I  know  that  they  watched  it,  they've  see   the  "CliffsNotes"  and  I've  made  the  offer.  I  feel  like  they're  very  well  informed  at  this.  If   I've  done  my  job,  they  are  very  well  informed.    

 

Now  I’m  just  going  to  push  urgency.  I  don't  really  care  about  anything  else  right  now,   except  for  the  fact  is  you've  seen  this  webinar,  you've  got  everything  that  you'd  ...  I   have  nothing  else  for  you.  Let's  go  like,  hurry  up,  do  this.  Don't  be  one  of  those  people   that  drag  their  feet  and  get  left.  The  train  is  taking  off.  That's  the  goal  of  my  second   email.  

 

Lastly  is  scarcity.  Am  just  going  to  flat  out  tell  them  I’m  closing  the  doors.  You  know   what  am  about,  you  see  what  I  have  to  offer.  This  will  improve  your  life.  There  is  not  a   ques6on  about  it,  but  I  can't  leave  the  door  open  for  ever.  The  next  decision  is  to  buy.   As  I  men6oned,  just  like  with  the  non-­‐aOendee  followup,  these  are  the  basics,  the  bare   minimum,  the  founda6onal  pieces  to  your  aOendee  post  webinar  followup.  You  can   have  more,  you  can  have  less  but  this  is  the  founda6on  that  I  would  follow  and  fill  it  in   like  a  fill  in  the  blank  template.  

Bob:  

Got  it,  for  these  emails  just  a  quick  note  one  thing  that  you  usually  do  I  believe  is  you   have  a  certain  delay  between  when  these  messages  go  out.  Obviously  this  will  depend   on  people's  audiences  and  their  expecta6ons,  but  from  what  you're  seeing  with  the   success  we've  had  at  LeadPages®,  what  are  some  of  the  6me  delays  that  are  going  on   between  these  messages?  

Chris:  

Sure,  standard  is  one  day.  I  personally  do  not  want  to  let  any  grass  grow  under  the   teaching  that  I've  just  given  you.  Remember  everybody  let's  ...  Oh  Bob,  we  have  to  keep   in  mind  the  temperature.  This  is  going  to  be  a  thing  through  everything  related  to   conversion.  They're  hot  right  off  of  that  webinar,  as  hot  as  they  are  going  to  get.  As   6me  goes  on  they're  just  cooling  off.  I  don't  delay.  If  I  would  have  had  a  delay  maybe   like  a  2  day  delay,  it  will  be  in  the  last  chance  one,  but  me  personally  anybody  that's   gone  through  our  webinar  sequence  is  one  day  apart.  

 

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Bob:  

For  each  one?  

Chris:  

Yeah.  

Bob:  

Got  it.  Here  at  the  end,  you  have  a  bit  of  a  loop  so  if  they  s6ll  haven't  purchased,   they've  gone  through  basically  a  5  day  to  8  day  sequence  of  registering  to  now  where   we've  made  that  last  chance  decision.  Now  you're  taking  us  through  this  nurturing.  Tell   us  a  liOle  bit  about  what  that  is.  

Chris:  

Please  don't  throw  them  away.  Do  not  throw  them  away.  Honor  them  with  the   opportunity  to  con6nually  learn  and  piece  together  for  themselves  how  your  product   can  enhance  their  lives.  When  am  talking  about  nurture,  this  nurture  can  have  many   faces.  Here  at  LeadPages®,  we  have  a  nurture  sequence  that  is  actually  pre-­‐built  and   ready  for  people  who  meet  this  criteria.  However,  honestly  in  star6ng  out  you  may  not   have  that.  A  very  good  nurture  is  if  you're  sending  out  weekly  broadcast  or  weekly   communica6on  to  your  list.  That  now  serves  as  your  long-­‐term  nurture.  Another  way  to   nurture  is  retarge6ng.  They've  aOended  or  not  aOended  but  they've  registered,  re-­‐ target  them  for  the  next  one.    

 

The  whole  idea  of  nurture  is  to  keep  the  rela6onship  going.  Please  don't  just  throw   them  away  because  they  didn't  buy.  Granted,  like  you  said,  5  to  8  days  that  it's  been  3   processes  that  they've  gone  through,  a  couple  of  decisions  and  it's  like  dang  they  didn't   buy,  but  like  they  say  in  sales,  just  because  you're  ready  to  sell  doesn't  mean  they're   ready  to  buy.  That's  what  your  nurture  is  for.  It's  just  to  wait.  Be  pa6ent.  Give  out  value   and  wait  for  them  to  make  their  decision  and  get  that  big  trophy.  

Bob:  

I  like  it  and  just  emphasize  that  we  recently  ran  numbers  and  about  half  of  our   customers  buy  aber  day  30.  If  we  didn't  have  that  ongoing,  2  month  nurturing   campaign  plus  promo6onal  updated  newsleOer  content  that  goes  out,  the  blog  updates   we'd  be  missing  out  on  half  of  our  business.  

Chris:  

Absolutely.  

Bob:  

Cool,  what  we've  been  looking  at  here  has  actually  been  the  sobware  tool  of  Draw.io.   As  we've  been  going  through  this,  I  wanted  to  share  with  you  watching  this  course,   what  is  a  good  workflow  but  as  part  of  this  we  also  want  to  talk  about  how  do  you   actually  make  a  map  like  this  for  yourself  and  in  another  segment  or  using  something   called  LucidChart  but  in  this  one  we  are  using  Draw.io.  I  just  want  to  start  people  down   the  pathway  of  understanding  how  to  use  this  tool  to  make  a  good  map  for  themselves.   We're  going  to  start  with  a  blank  canvas  and  walk  me  through  what  I  will  do  to  start   making  a  flowchart  like  that.  

Chris:  

Yes  Bob,  the  first  thing  that  you  realize  is  on  the  leb  pane  is  all  of  your  symbols.  These   are  everything  you're  going  to  use  to  architect  your  flowchart.  What  I  like  to  do  is  as   you  see  general  is  expanded  by  default,  but  if  scroll  down  just  a  liOle  more,  you  see   flowchart.  The  importance  of  the  flowchart  is,  each  icon  actually  has  a  defini6on.  This  is   for  merge  that's  for  mul6-­‐document,  I  use  that  for  sequences,  delays.  You  can  really   create  some  consistency  regarding  what  tool  you're  using,  because  this  is  the  universal   language  of  what  all  of  these  shapes  and  symbols  mean.  

Bob:  

That's  really  important  because  you  may  be  crea6ng  your  marke6ng  automa6on   strategy,  but  someone  else  maybe  execu6ng  it  and  they  need  to  be  able  to  speak  the   same  language  that  you're  talking.  

 

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Chris:  

Yap,  now  just  as  you  have  highlighted  the  decision,  I  don't  have  to  tell  somebody  a   diamond  is  a  decision.  They  know  because  that's  just  standard  flowchart  format.  I  love   to  start  all  of  my  flowcharts,  I  love  to  start  my  process  with  circles.  You  drag  that  over   and  once  we  have  our  star6ng  point,  the  next  thing  you  want  to  do  is  shib  your  focus   to  the  right  side  pane.  If  your  right  side  pane  is  not  expanded,  you  can  click  this  icon   right  here  and  it  will  give  you  all  of  your  op6ons  to  style  your  objects.  One  thing  that  I   love  to  do  is  go  and  fill  it  with  green.  Green  for  go  and  there  you  go.  You  can  use  their   pre-­‐built  styles  or  you  can  use  the  fill  in  gradient  there  and  pick  a  color.  It  makes  it  very   easy  to  really  get  up  and  going  and  watch  if  you  just  unchecked  gradient.  There  we  go.   Solid  green  let’s  go.  

 

What  I  really  like  about  Draw.io  and  a  lot  of  people  don't  know  this,  is  that  you  really   don't  have  to  reference  the  leb  side  too  much  to  build  out  what  you  want  to  do.  In  my   mind  I  know  there's  3  processes  in  a  row  that  I  want  to  lay  out  horizontally.  If  you  hover   over,  you'll  see  that  arrow  and  if  you  click  on  the  blue  arrow,  it  will  just  clone  and   automa6cally  connect  another  instance.    

 

I  am  going  to  do  it  one  more  6me  and  we'll  see  now  I've  these  3  sequence  or  these  3   objects  in  line,  but  I  don't  want  3  circles.  Watch  this,  if  I  grab  a  rectangle  here,  and  just   drag  it  on  top  of  the  middle  one  un6l  I  get  the  red  circle  ...  There  is  a  black  circle  right   there  and  let  it  go,  boom  now  I've  just  swapped  out  my  element.  Now  I  want  this   element  to  be  different,  so  I  can  go  back  and  change  the  fill  color  of  this  one  to  be   white.  Then  I  can  change  the  line  from  green  to  black.  I  can  even  resize  it  if  I  want  to.    

 

You're  not  limited  to  just  having  to  connect  them  by  that  circle  too.  I  can  grab  one  of   these  decision  diamonds  and  drag  it  all  the  way  to  the  right  of  that  green  dot,  the  last   green  one.  Watch  this,  as  long  as  they're  aligned,  let's  shrink  it  down  a  liOle  bit,  make  it   a  liOle  smaller,  yap  and  then  make  it  nice  yap.  Watch  this,  I  have  over  the  green  and   that  same  blue  arrow  I'll  click  it  and  watch  what  it  will  do,  it  will  automa6cally  connect   for  me.  There  is  2  ways  to  do  it.  You  have  do  what  I've  done  in  the  the  beginning  and   lay  them  all  out  and  then  swap  the  elements  by  dropping  them  in,  or  you  can  just  lay   the  elements  on  the  canvas  and  just  click  the  blue  buOon  to  connect  them  all.  

 

One  other  thing  that  you  want  to  do  is  adding  text.  Let's  add  text  to  the  decision   diamond.  This  is  simple  as  double  clicking.  We  double  click  on  it  and  I  think  aOend  was   our  first  decision  or  what  not.  AOend,  we  can  highlight  it  on  the  right  side.  We  can  go   under  text  and  if  it's  too  big  like  the  text  is  too  big,  we  can  make  the  text  smaller  to  fit  if   we  didn't  want  to  increase  the  size  of  our  decision  diamond.  We  can  also  while  you  are   in  there,  what's  really  nice  check  this  out,  is  right  under  the  font  you  see  posi6on.  It   says,  "Center."  Yap,  and  go  to  boOom.  Let's  select  boOom.  It  will  put  that  text  on  the   boOom.  If  you  don't  want  your  text  to  appear  inside  of  your  element.    

 

Those  are  preOy  much  all  of  the  shortcuts  that  I  use  when  am  laying  out  my  flowchart   in  Draw.io  and  like  I  said,  if  we  go  back  to  my  previous  one  the  webinar  flow,  what   you'll  see  is  that  the  most  that  I've  done  is  change  the  coloring,  the  inside  field  of  all  of   my  elements,  but  I  built  it  exactly  like  I  just  showed  you.  I  drag  them  on  there,  I  connect   them  and  then  just  do  ...  You  can  call  me  a  s6ckler  over  my  flowcharts.  I  like  everything   to  be  lined  up,  propor6onal.  I  hate  seeing  lines  that  are  jagged  or  slanted,  so  you'll  do   some  work  to  get  them  and  for  instance  in  Draw.io  you  see  how  we've  got  this  jaggy   line.    

 

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If  you  highlight  decision  diamond,  what  you're  able  to  do  is  use  your  arrow  keys,  and  if   you  just  use  your  arrow  keys  it  will  slowly  nudge  it  up  and  if  you're  a  liOle  more   impa6ent  than  that,  and  if  you  just  hit  the  arrow  up,  there  it  is.  If  you're  a  liOle  impa6ent   because  it  moves  very  slow  with  the  arrow  up,  you  can  hold  down  shib  and  hit  the   arrow  direc6on  and  it  will  move  further.  See?  It  moves  a  lot  quicker  like  that.    

 

That's  how  I  personally  use  Draw.io.  The  reason  I  really  like  it  is  because  one,  it's  free,   it's  powered  by  Google,  it's  easy  to  share  and  collaborate.  If  you're  mapping  out   someone  else's  process,  you  can  easily  share  this  with  them,  they  can  load  it  up,  make   comments,  and  you  can  collaborate  on  the  flow  of  things  so  that  everybody  is  seeing   eye  to  eye  on  the  logic  in  the  process  of  your  marke6ng  strategy.  

Bob:  

Awesome,  thanks  so  much  Chris  for  giving  us  a  quick  run  through  of  what  Draw.io  can   look  like  for  people  so  they  can  start  making  their  diagrams,  to  look  really  sharp,  easy  to   understand  for  anyone  on  their  team  who'll  execute  that  strategy  and  really  make  sure   that  they're  able  to  put  their  market  automa6on  into  their  business  faster  than  ever   before.  

Chris:  

Absolutely,  in  closing  there  is  a  lot  of  people  out  there  that  are  saying,  "Hey  Chris,  I  just   jumped  in  the  tool.  I  just  build  it  up."  I  would  say  there  is  absolutely  nothing  wrong  with   that.  Am  not  trying  to  paint  the  picture  as  if  you're  commiPng  a  crime,  but  what've   seen  in  my  experience  is  that  works  for  solo  guys.  If  you  are  the  guy,  the  person  I   should  say  that's  doing  all  of  the  mapping  and  strategy,  when  your  business  grows  and   you  start  having  a  team  that  you  need  to  communicate  and  collaborate,  this  mapping   out  process  becomes  an  absolute  necessity.  

Bob:  

Yeah,  and  I  think  that's  really  true  especially  when  you  go  tool  agnos6c.  Depending  on   what  tool  you  have,  you  might  be  able  to  do  some  of  these  steps  easier  or  not  as  easy,   but  what  I  love  about  this  kind  of  diagram  is  I  can  come  in  here  and  I  can  think,  where   are  my  op6miza6on  points?  Where  can  I  focus  some  aOen6on  so  that  if  this  trophy  is   not  being  met,  can  I  look  at  this  aOendee  followup  message  sequence  and  really  dial  in   how  op6mized  is  that.  Are  the  open  rates  good?  Are  the  click  through  rates  good?  Et   cetera  and  if  the  problem  is  this  is  preOy  solid  but  the  aOendance  rate  is  dropped   down,  then  I  need  to  look  at  these  reminder  value  emails  and  the  last  call  emails  and   make  sure  that  am  making  the  right  decisions  for  op6mizing  that  automa6on.  

Chris:  

Couldn’t  have  said  it  beOer  myself.  It's  a  lot  easy  to  figure  out  what's  going  wrong  in   your  system  on  paper  like  this,  than  it  is  in  the  tool  itself.  

Bob:  

Awesome,  is  there  any  other  last  ques6ons  I  didn't  ask  you  that  you  want  to  make  sure   that  we  share  the  wisdom  about?  

Chris:  

That's  everything  Bob.  We  covered  a  lot.  If  anything  I  want  to  stress  is  keeping  things  in   an  overview.  Like  I  have  the  goals  here,  remember  the  goals  determine  the  content.   From  the  design,  to  the  copy,  everything  is  goal  driven.  I'm  going  to  sound  like  a  broken   record,  the  end  is  where  we  start,  that  is  the  goal.  When  we  know  what  goals  we  want   people  to  achieve,  you  will  be  amazed  at  how  razor  sharp  we  can  get  with  our   marke6ng  and  our  content.  

Bob:  

Thanks  again  Chris  for  being  part  of  this  module  and  for  you  watching,  take  a  look  more   closely  at  Draw.io.  You  can  always  use  pen  and  paper,  a  whiteboard,  whatever  you   want,  but  we  wanted  to  show  you  both  the  concept  of  mapping  out  your  market  

 

LeadPages®  Marke6ng  Automa6on  for  Small  Business  -­‐  Module  Ten  Transcripts  |  Bob  Jenkins  

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automa6on  workflow  and  a  liOle  peek  inside  the  tool  that  we  find  really  helpful  here  at   LeadPages®.    

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LeadPages®  Marke6ng  Automa6on  for  Small  Business  -­‐  Module  Ten  Transcripts  |  Bob  Jenkins  

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