What You Need to Know About The R.O.I Method - Part 3: Your Secret Weapon - Automation
Sharon Henderson ?? Digital Marketing Strategist ??
Helping Coaches scale by developing cohesive Digital Systems that include a Website, Sales Funnels and Automations, to remove tech overwhelm, liberate time, and generate more leads that convert into your dream clients.
In Part 2 of What You Need to Know About The R.O.I. Method, we looked at "Pretty Website Syndrome" and how to cure this common ailment by implementing some clever strategies to maximise lead generation and conversion of those leads into loyal, paying clients.
In Part 3, I want to take a look at the wonders of Automation when it comes to propelling your Coaching or Consulting business to the next level.
Pairing a strategically-designed, high-converting WordPress website with a well-oiled Automation engine gives your business the ultimate pulling power.
The website takes care of your online presence and brand, generates leads and then converts those leads into revenue. No employee or team member is going to promote you 24/7/365 in the way that your website can!
Then, when we add the Automation system into the equation, all your business processes are streamlined and/or automated for the ultimate in efficiency in terms of running your practice. Not only will you free up valuable time otherwise spent completing mundane and time-consuming, repetitive tasks, and remove Tech Overwhelm, but you will super-charge the lead-generating process, improve the customer journey, and ultimately onboard more paying clients. Investing in a single, cohesive automation system can 2x, 3x - or even 10x your revenue potential! In this article, I show you all the ways in which Automation can achieve this in your business.
Before we dive into what Automation can do and how it can skyrocket your revenue-generating potential, first things first. What exactly is automation?
Yes, What is Automation?
Well, in a nutshell, automation is a system of tools and processes to simplify and automate activities we regularly engage in during the course of running a business. Coaches and Consultants have a lot of specific requirements in this regard. Let's take a look at a few of them:
- Email Marketing
- Email Automation Sequences and Flows
- Automated bots (e.g Messenger and other AI systems)
- Courses & Memberships with drip-feed content
- Sophisticated Booking system
- Lead-generating Optins (popups, sliders etc.) with Lead Magnets
- Sales/Landing pages
- Sales pages for physical & digital products
- Customer Relationship Management (“CRM”) System
- End-to-end analytics throughout the Customer Journey
- Client invoicing & Payment Gateways (Stripe/PayPal etc.)
Why Do You Need Automation?
Automation creates a well-oiled machine that will:
- Streamline & Automate repetitive processes
- Improve performance in all aspects of your business
- Provide clients with the best User Experience
- Save you precious time
- Remove Tech Overwhelm
- Provide valuable data for improving your systems
- Generate more leads
- Convert more leads into clients
- Ultimately result in a huge Return on Investment
The Stats
As you see from the above diagram, 62% of global companies recognise the value of automation in their business model (Deloitte, 2019) and those that implement it are seeing a 45.9% improvement in the all-important Customer Experience. Automation also significantly improves the quality - and quantity - of leads generated (Liana Technologies).
The Lead-Nurturing CRM System
CRM stands for Customer Relationship Management, and a CRM System is a vital component of any Automation system worth its salt.
A CRM system is a technology for managing your relationships and interactions with customers and potential customers and results in improved business relationships. Utilising a CRM enables you to stay front-of-mind so that it's you that your leads turn to when it's time to engage the services of a Coach or Consultant.
In order to fully appreciate the value of a CRM system, it's helpful to take a look at the entire Sales Funnel process. Sales Funnels vary greatly, depending upon the specific marketing processes and the strategies at play. The diagram below provides a helpful overview and a great visual of the Customer Journey and the role of the CRM System in this regard.
In the Sales Funnel example above, prospects are located at the very top of the funnel and are generated through a variety of methods, including advertising, bots, social media, Facebook groups, email marketing and so forth. The ultimate goal is to guide them through the stages of the Sales Funnel until you successfully onboard them as clients. The path these prospects follow is often referred to as "the Customer Journey." Prospects become contacts once you reach out and connect with them. Establishing a relationship with your prospects and building on and developing that relationship is what serves to guide them through the Sales Funnel, progressing from contacts to leads, to finalists and, ultimately, to loyal, paying clients.
Imagine trying to guide prospects along the Customer Journey manually? Remembering which message you've sent to which contact, who replied to what, what message to send them next? Without a CRM, it's nigh-on impossible to keep track of where you are at with each and every contact. And if you allow a lead to go cold, by failing to nurture the relationship in a consistent and personalized manner, then your leads are going to fall out of your funnel and never end up as clients. And that will hit your bottom line. Hard.
A CRM System Enables You to:
- Stay connected to your leads & clients
- Remain at the forefront of their minds
- Streamline & automate processes
- Increase conversion of leads into clients
- Increase revenue
CRM: The Stats
As you can see from the above diagram, for every dollar spent on a CRM System, the average return on investment is more than eight-fold (Nucleus Research). A solid CRM System will increase sales by up to 29%, improve productivity by up to 34%, Customer Retention by a huge 41%, and increase your bottom line by up to 27%!
The Solution: A Complete System
What Coaches and Consultants don't need, is another set of expensive, separate tools to add to the growing collection they're already paying for, all stuck together with Zapier zap-style sticky tape. Rather, what's needed, is a complete solution - a single cohesive system - with everything included and seamlessly integrated. Because the ultimate User Experience throughout the Customer Journey is what is going to convert your leads into paying clients. And the icing on the cake would be end-to-end analytics so you can see exactly how well your leads are travelling down your Sales Funnel, where tweaks need to be made, and gaps plugged.
What if I told you that it's all possible? And what if I also asked you to count up the total cost of all the individual tools you're currently paying for? I bet the solution I have for you would work out way cheaper - particularly when you factor in all of the following:
- Removal of Tech Overwhelm
- The time you would save
- The increase in your business efficiencies
- The improvement in Customer Experience
- The increased lead generation
- The increased conversions of leads into clients
- The return on investment
THE SOLUTION
A Marketing & Sales Methodology integrated into a complete system specifically designed for Coaches & Consultants: The R.O.I. Method
The R.O.I. Method is the perfect combination of Front End (WordPress) + Back End (Automation Systems). Both components are built on World-Renowned platforms YOU own and control.
The R.O.I. Method is a 3-Step process:
First off, we analyse your online presence and systems you have in place for your Coaching or Consulting business. Based on the findings of this detailed analysis, we formulate a specific strategy for YOUR situation. This is a "Cookie-Cutter" Free Zone! Once we have consulted with you, we move to Step 3 - Implementation.
The R.O.I. Website - Included as Standard:
SEO, Scalability & Branding
Every R.O.I. Website is built on WordPress as this provides the ultimate in Search Engine visibility, growth and scalability. Each website is also strategically designed to convert and is infused with your unique branding and personality.
Fully Responsive & Mobile Friendly
It goes without saying that your R.O.I. website will look as stunning on mobile as it does on any other device.
Lead-Generating Optins / Popups
A lead-generating optin will be optimally placed to maximise lead generation, and fully integrated with all your social media platforms.
Optional Podcast Player & Subscriber Growth Tool
You can opt to have a Podcast player integrated into your site so that listeners never have to leave your site to enjoy another podcast episode. You can feature a favourite or most recent episode in addition to the Podcast Player - and you can even grow your subscriber list with a neat little subscriber tool that's integrated into the podcast system!
Messenger and Bot Integration
As I mentioned in an earlier installment of this series of articles, you want to provide your visitors with as many ways to get in touch with you as possible. So Facebook Messenger Bot integration comes as standard.
In-Depth Analytical Tools
We will install a Facebook Pixel for tracking advertising progress, and Google Analytics to track visitor engagement and behaviours in relation to your website.
Optimized for Speed and User Experience
Every website is built with performance and page loading speed in mind. Each site is also designed to ensure the shortest route from arrival on the homepage to client onboarding. Because User Experience is EVERYTHING.
Social Media Growth Tools
We integrate inobtrusive, but highly effective sliders that will grow your social media following across a variety of social media platforms. These tools provide the perfect ecosystem of website and social media for lead generation and growing that all-important mailing list.
The R.O.I. Back End Automation System:
We have already discussed this in a fair bit of detail, so I'll cut to the chase and summarise the sum total of all that you get as part of the R.O.I. Automation component in list form:
- Integration of lead/sales/landing pages
- Sophisticated Customer Relationship Management ("CRM") System
- End-to-end Analytics Throughout the Customer Journey
- Sophisticated Booking System
- Client invoicing and Payment Gateways
- Email automation sequences
- E-learning/ Course Delivery Platform, Memberships & Drip Content
- Automated Bots
- Sales Pages for Physical & Digital Products or Services
- Affiliate/ Partner Referral Programs
Why the R.O.I Method & System is Different ...
The ROI System is:
- A Single Complete System & Solution
- Includes a high-performing website, infused with YOUR branding
- Replaces a myriad of confusing, costly tools sticky-taped together with Zapier zaps
- Provides the ultimate in Customer Experience
- Optimised for all devices
- Complete with End-to-end Analytics
- The ultimate solution for a significant Return on Investment
If you would like to learn more about how the R.O.I. Method can transform your Coaching or Consulting business, then I'll be happy to arrange a time to talk with you one-on-one. Here are all the ways you can learn more about the R.O.I. Method:
- You can email me at [email protected]
- Book a free Coffee Chat here: https://tiny.cc/letstalkroi
- Watch a video here: www.roimethod.pro
Sharon Henderson
Digital Strategist & Automation Specialist
& Founder of the R.O.I. Method