Getting to Know You

GETTING TO KNOW YOU

“Getting to know you, getting to know all about you.” Those lyrics from “The King and I”, by Rodgers and Hammerstein, describe Anna’s need to understand and connect with the children she’d been hired to teach. Getting to know her audience was key to striking up a lasting relationship with the kids…

I’m excited to introduce our guest blogger. Rhoda Israelov, owner of the content marketing firm Say It For You. Rhoda specializes in writing the right content for her clients

Rhoda and I often discuss how to create the lasting relationships filled with trust that is needed to make a sale. We agree, it is all about:

Getting to Know Your Audience to Forge a Connection

I shared with Rhoda how our Customer Relationship Management (CRM) system helps our business owner clients “get to know” their audiences and nurture warm, lasting, relationships. 

The CRM Helps You Send The Right Content To The Right Audience.

That Makes You Look Believable And Trustworthy.

Collect the right information (i.e., demographic, geographic, psychographic, social media and buying behavior) and trigger content specific outreach based on preset conditions. Use the knowledge gained to enrich your content as you move prospects from stage to stage in your sales pipeline.

Rhoda’s response…

At Say It For You, we’ve learned to study our target audience’s language and surroundings to position clients for success. As content writers, our client blog posts serve as positioning – and differentiating – statements, so readers know who’s asking them to take action.

 

The language used to communicate with prospects and clients is important in “striking up a warm relationship”. Using terms, words, phrases, and acronyms that

 

Readers Use And Recognize Leads To “Getting Liked.”

 

That is content’s role and the first step to build trust. In planning content, think about how “your reader” (not the average reader) will react to your words and references.

Just as you, Jon, teach business owners how to most effectively use your CRM to sort and use knowledge about their audience, as content marketers at Say It For You, our message to the business owner and practitioner clients (who hire us to create content for their mailers, blogs, landing pages, and social media) is this:

Your Business Or Practice Can’t Be All Things To All People.

Everything about your content should be tailor-made for your ideal customer – the words used, how technical and sophisticated we get, the title of each entry – all must focus on what together we learn about your target market and your needs and preferences. 

 

Two traps to avoid are: Talking about how your wonderful staff will meet their needs and talking about your competition. Everyone says their staff is wonderful and your focus needs to be on your audience’s need, and the one feature you have that no one else has. You’ll have that feature because you’ve gained the right knowledge.

 

In both Customer Relationship Management and content marketing, “getting to know all about you” is the not-so-secret sauce that can lead to success.

 

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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