3 Reasons Surveys Are Still Relevant

Recently, we launched a CRM survey to learn more about our industry and collect qualified data. Now before you think of someone like the Survey Ladies episode of the 1990’s cartoon, Animaniacs, we want to share 3 reasons why surveys are still relevant for marketing research and why you should consider working them into your marketing strategy.

  1. Receive real feedback from real people concerning your product, service, or industry.

    Surveys allow your customers to tell you how they feel and what they want or need. Since we as business owners are so close to our product, service and industry, surveys bring us down out of the expert cloud to hear from real people using the very products or services we have sold them. We often make assumptions about our customers’ perceptions of what we sold them, how prospects buy and make decisions, and what our customers want. Surveys deliver real feedback.

  2. Position yourself as an industry leader by engaging on relevant industry topics.

    Surveys present a unique opportunity to spotlight its author, your company, by posing key questions and compiling the results. Data is great but information leads to knowledge. Business people seek knowledge and, when you author meaningful results, your target market will view you as the guru and “go to” resource. These results become the content for your websites and digital marketing channels expanding the range of your industry engagement.

  3. Make better decisions with precise data gathering

    Google Analytics, Facebook Insights, and platforms like Crazy Egg can help us understand user behavior online, but what about everyday engagement? None of these tell you how your client interacts with your product, your customer service group or perceives your industry day-to-day. Surveys give you the freedom to ask the right questions which results in precise data when you hear it straight from your customer. You can effectively gather information from customers from around the world and provide valuable information to help you make better decisions from design to user experience to marketing content.

Surveys are a great way to engage with clients, prospects and industry members. They produce insights into business practices, deliver real time answers and may uncover unhappy customers. Even in that dire case, it gives your business the chance to respond.  Nothing replaces engaging directly with customers and surveys are one way to stay ahead of the competition.

In our next blog, we will go a little deeper and share how you can effectively create your survey and market it. In the meantime, we would love you took the time to take our 1-minute survey. We will share the data after the survey ends and promise not to share your name or email. We value your feedback as well as your privacy.

TOFU, MOFU, and BOFU Magnets

When you stack magnets, their power is exponential.

 

Stacking Magnets

 

Think about your best clients and what actions they took when first buying from you. Build magnets based on these actions. Here are examples of how to stack magnets:

 

Fractional CFO Service Company

 

  • TOFU – Cash-Flow Forecast Template for Founders.
  • MOFU – 3-part email class on “Scaling from 500K to 5M using videos.
  • BOFU – Free 30-minute “Financial Check” with a 90-day pilot option. 

 

. Residential HVAC / Plumbing Contractor

 

  • TOFU – Seasonal Maintenance Checklist to Avoid Breakdowns 
  • MOFU – Educational videos on “What To Check Before Calling For Help. 
  • BOFU – Free home system inspection plus a discount on annual plans. 

 

Specialty Retailer or E-Commerce Shop

 

    • TOFU – “Find Your Perfect Product Style” quiz with personalized recommendations and a small first-order discount. 
    • MOFU How-To Guides, Lookbooks, and Comparisons
  • BOFU – Limited-time starter kit, cart-abandonment coupons, and free shipping.

This “magnet stack” approach—clear value at each stage, linked to your core offer—will pull the right prospects from curiosity to commitment.

 

Getting it Done

 

Apex Advisory Group, a professional services firm, had four sales reps plus the owner selling and servicing clients, but deals were inconsistent and follow-up was ad-hoc.

 

Apex engaged CCC, www.cccsolutions.com, to help build their sustainable sales pipeline. The team focused on the ideal client’s journey, selected magnets, and created a sales process to manage prospects. The magnets were:

 

    • TOFU – Risk and Readiness Checklist.
  • MOFU – Quarterly Webinars and Case Studies
  • BOFU – Business Circle Invitation

 

CCC set up X2CRM to segment, track, and reach prospects and remind salespeople to follow up. At every stage, the CRM captured new information and responded based on specific prospect actions.

 

Apex Today

 

Apex now has a repeatable sales engine: Their magnets consistently attract new prospects, X2CRM nurtures and scores them, and the sales team focuses its energy on the best opportunities.

 

With CCC Solutions guiding strategy and configuration, Apex built a sustainable, measurable pipeline that increased sales while reducing the chaos of manual follow-up.

 

FREE ebook:
Build More Revenue with Less Follow Up Fatigue

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