How To Introduce A Business By Email

Connecting two compatible businesses with each other can be one of strongest networking tools for you and other businesses. By connecting the groups, not only are you solidifying your own network, but also helping the two businesses who may be able to benefit each other.

But often times this can be difficult over email.

In my networking group, we’re working hard to make it really EASY for members to introduce each other to new prospects and new clients.

I was asked by the group to help coach them in the best way to write an introduction that others could use.  So let’s say you wanted to introduce my firm to another business. Here’s how you would do it.

 

Hi [their name],
I just wanted to connect you with Rebecca from Creative Agency Secrets. I know you were interested in increasing your business’s online presence, and I’m sure they’ll be able to help.
Creative Agency Secrets is an expert in marketing and promoting businesses using traditional and online methods.  They work as the outsourced marketing team for busy businesses doing marketing that starts conversations and leads to sales.
I have seen their work for [name a client] and used them for my own business to write the copy on our website About Us page.  And I’ve also recommended them several times and had great feedback especially about their careful attention to detail.
I will leave you two to connect – I’ve spoken to you both about each other and shared your emails and phone numbers below.
[both parties’ contact information]
Best,
[Your Name]

The 5 elements of an effective email introduction

  1. Introduce: explain why you sent the email
  2. Start: with their one-liner…. who are they and what do they do
  3. Build: with an example of their work for someone you both know, preferably.  If you can’t say you have worked personally with them, a mutual acquaintance is a positive reinforcer.
  4. Memorability: Add an anecdote that describes your experience – if you can make it funny, cute or WOW that’s best but not strictly necessary.
  5. End: Include all the information they need to continue a dialogue without you….
    We plan on creating a shared document for everyone so they can cut/paste the text into emails for business referrals for new business development.

    The best introductions are when you’ve spoken personally to both parties.  NOTE not emailed, spoken….

    Want to know more? Make sure to download our FREE e-book "Cold Emails – Doing it right and netting yourself leads".

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A Closer Look at Agency Search Firms – Public Relations Consultants Association (PRCA)

This blog post series looks in depth at firms from our List of Agency Search Firms. These are businesses who help to match brands with agencies, while helping those agencies handle pitches and get meetings. You’ll learn exactly what agency search firms do, the different services offered and what your agency needs to look for in a search firm.

For this week we’re looking at the Public Relations Consultants Association (PRCA), an agency search firm concerning all things PR related. They do this by providing paying members (agencies) with industry data and helping them network with prospective clients.

PRCA

PRCA

They offer:

  • Agency search services where prospective clients can search through agencies listed with PRCA.

  • Offer data to paid agency members to further define their field of work and help them adapt to their environment as a company.

  • Networking opportunities, events and page listings for paid agency members to be found by prospective clients.

  • Training and qualification services aim to support practitioners in achieving their professional goals.

  • Mandatory communications management audits for agencies becoming members of PRCA.

Services for Agencies

Agencies can sign up to become a member of PRCA to gain access to a wide variety of benefits. Aside from being placed on the PRCA website to be found by clients, PRCA also help agencies train up for proposals and provide them with opportunities to network. One way they do this is by putting on various events where both agencies and prospective clients are encouraged to attend. PRCA take it one step even further by providing agencies background information and updates on the PR industry.

Services for Brands

If you’re a brand looking for an agency, PRCA provides many opportunities for you to have face time with a range of agencies and better understand what it is they do. Outside of having an agency search engine for brands on their website, brands are openly encouraged to attend meetings and events filled with agencies ready to strut their stuff. An example of this would be the “Hill + Knowlton strategies meeting” inviting senior experts from across the PR industry to speak on various topics.

Charges and Fees

PRCA runs a membership model where agencies pay on a regular basis to take advantage of a full range of services. These come at multiple levels of annual memberships for multiple type of agencies including::

  • Individuals

  • Regulation and registration

  • Students

  • Freelancers

  • Consultancies

  • In-house

  • International agencies

Key members of staff

Who is PRCA right for?

PRCA are an all inclusive package for public relations agencies to improve their skills and gain client work. Training provided by PRCA may be more or less helpful depending on the agency undergoing that training but offers that as a strong incentive to be involved as a member. Their offerings are perfect for an agency to get in, learn some skills, make a few clients and then leave if they so choose. Being membership based makes it flexible for an agency to move in and out of their system so it’s easy to test the waters and be involved in several of their events and courses early on in a working relationship with them.

Shortcomings

Hands on appraoch – Their entire search and development system is more face to face and hands on, rather than a single easy to use and searchable presence for an agency. This could be a blessing as getting clients to interact with an agency is often what they are after.
On the other hand though it does mean an agency spends much more time out of the office and engaging with prospective clients rather than working on current ones while waiting for their presence on the website to bring in more.

PR focus – PRCA focus on public relationship management service agencies first and foremost, rather than the entire range of marketing agencies out there. So if you’re looking for an great all inclusive services agency, but aren’t quite as focused on PR as you are other marketing activities, this may not be the search agency for you.

For a full list of companies in this blog post series, click through to the Agency Search Firms Listly

Warm email introduction – copy this campaign

Ever got an introduction to a new business prospect and wondered why they didn’t reply to your email enquiry?

Let us show you how to guarantee they read your message

Burning_Email_Symbol

Scenario:  Rebecca (that’s me) introduces you to Jonathan Lewis.  Hey, you should meet Jonathan, I’m sure you guys could work together.

What happens next is one of three possibilities

  1. Rebecca emails Jonathan and cc you into the message – this is the best possible next step because Rebecca is known and trusted by Jonathan so he’ll open the message and see the introduction.  PLUS you are cc so he gets your email and you see his and can reply direct keeping Rebecca cc if appropriate.
  2. Rebecca says she’ll email Jonathan and ask him to get in touch – this is the worst possible next step because you have no control over whether she does it, what she says, you don’t get Jonathan’s email address and you don’t see the message.  AVOID
  3. Rebecca gives you Jonathan’s email so you can get in touch – this is the median situation.  Your message will arrive in his in-box but he doesn’t know you, your email address won’t be white-listed and you risk being ignored

How to overcome scenario 3 above.

Your email subject line is critical

Writing this email is important – it’s your one big chance for Jonathan to notice you and make direct contact.

Ready for the perfect subject line?

Subject: Rebecca Caroe

Yes – that’s it.  Make the introducer’s name the subject of the message – this will grab their attention and they will surely notice your message.  Why is he writing to me about Rebecca?  Hey, I know Rebecca maybe that’s news about her?

Dear [First Name]

Rebecca Caroe and I met this week and we were talking about [name the project / expertise] and she has recommended you and I connect.  Her reason is that we are [state your business] and we need [state their business].

Can we fix a time to speak.  I am available on [name 2 dates and times here – at least 3 days ahead of today].

Very much looking forward to learning more about [name their business].

[your name]

Why this email works

It sets the context quickly – it does all the ‘thinking’ for the recipient.

You should be trusted with one phone chat or meeting because of the mutual connection (Rebecca) and you’ve given them an easy route for the reply message by suggesting the dates.

Go on, try it and tell me whether it worked for you!

New business development copywriting: Stalled prospects

September is the time business gets down to work after the summer break.  Blair Enns at the Win Without Pitching team say this is the perfect time to clean out your list of prospects and new business opportunities.

Find out which ones are going to buy and which aren’t worth your time chasing further.  Blair writes

Below is a simple email template that you can use to raise deals from the dead. It works throughout the year but this week, more than any other period in the calendar, is when it works best.

THE EMAIL

It was taught to me as The Takeaway but I refer to it by the subject line that I prefer: Closing The Loop. Draft it, modify it if you dare, but send it to all those prospects you were talking to over the summer about real projects only for them to disappear on you. That’s the intended purpose of this email – to raise deals from the dead and solicit a response from someone who has been avoiding you over the summer.

Your natural inclination is probably to do the opposite of what I’m about to suggest. Resist. Do not send an overly polite email. Do not make excuses for your prospect’s behaviour over the last few weeks. Do not email in pursuit of a yes or even an answer. No, your mission is to strip away all emotions and matter-of-factly just let your prospect go. Below is how to do this and then what to expect afterwards.

Ready?

Read the detailed email Blair recommends

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A Closer Look at Agency Search Firms – Trinity P3

This blog post series looks in depth at firms from our List of Agency Search Firms. These are businesses who help to match brands with agencies, while helping those agencies handle pitches and get meetings. You’ll learn exactly what agency search firms do, the different services offered and what your agency needs to look for in a search firm.

This week we’re taking a look at Trinity P3, a firm that focuses specifically on aiding marketers and agencies find work. Trinity P3 work very closely with their clients. Instead of working through lists that agencies and brands can search, they specifically communicate to the right people to match agencies and brands together. Throughout this process they help their clients manage themselves and their connections.

Trinity P3

Trinity P3 at www.trinityp3.com/

They offer:

  • Brand resource acquisition and allocation services

  • Agency benchmarking and assessment services

  • Environmental company alignment services

  • Agency search and selection services for brands

  • Budgeting services for both brands and agencies

Services for Agencies

With Trinity P3, agencies get matched with brands and can have their company processes assessed and improved. In addition to budgeting, benchmarking and company stats tracking, Trinity P3 also offers agencies an assessment on their environmental impact as a company.

Services for Brands

With agency search and selection services (including agency assessments) and resource acquisition and allocation, Trinity P3 are an all inclusive package company for finding the right agency for a given brand. They also offer budgeting services for brands on their work. Like agencies, brands can also have their work processes reviewed and revamped by Trinity P3. They also receive the same offerings for their environmental impact that Trinity P3 offers agencies.

Charges and fees

Trinity P3 charges clients (both agencies and brands) on a case by case basis and every service they offer on their website comes with a description accompanied by a link to submit a request for a proposal.

Key members of staff

Who is Trinity P3 right for?

Trinity P3 works closely with their clients by maintaining communications rather than using menus and forms. This means they establish a close connection with you as a client and help you with more than just project management and project acquisition or deployment. Trinity P3 offers a good range of services for connecting companies to the marketing industry, suggesting they are appropriate for clients just starting out.

Shortcomings

Few contact free services – The only way to interact with Trinity P3 and their services is through direct messaging of general contact or for proposals.

Difficult to compare agencies as a brand who is searching – They do not have a detailed list of firms and contacts available to you for your assessment outside of directly messaging them. This makes search and selection difficult although still possible as they have links to their contacts so you can assess them individually.

For a full list of companies in this blog post series, click through to the Agency Search Firms Listly

Failure of the creative agency business model

Reading a great post about the lack of scalability in the creative agency business model is a great reinforcement for me and validation of the business that we run here at Creative Agency Secrets.

Years ago I realised three things

  1. No agency staff are trained on how to do biz dev
  2. A process must underpin successful, reliably consistent new business
  3. Only by getting buy in from all the senior team can it work in the medium term

Our new business methodology underpins all our work and that’s why, like Blair, our  recommendations from past clients fall into 2 camps. The politely nice and the ecstatic. For the latter, we  succeed in embedding a process that has continued long after our consulting assignment ended.  That is the difference the Creative Agency Secrets team makes in new business development.

Follow our 8 step New Business Methodology in the categories on the right side you’ll see articles listed on each step that can help your business embed, codify and practice new business development successfully.

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Online marketing for accounting firms: a research summary

Accountancy firms are the backbone of the business economy serving every sector of the community. Business owners use their accountant to get advice and recommendations on a wide range of commercial issues. They are trusted advisors for New Zealand business.

Yet accountants often present themselves poorly online. They are difficult to find on the internet, their websites are dull, unremarkable, and aren’t easy to use for prospective clients who want to research and find an advisor.

The attributes of a good business website:

  • Findable on search engines for search phrases that relate to the industry or product not the business name
  • State the services or products offered in clear, non-technical language
  • Illustrates specialisms and points of difference for the firm
  • Helps guide the customer to the correct service they need
  • Enable the customer to get in touch with the business by a range of communication channels – including social media as well as traditional telephone and email
  • Name key members of staff and their contact details
  • Show office locations, ideally on a map

Every business uses some form of marketing promotion to bring in new clients and to keep current clients coming back for more.

A website is the linchpin of modern business marketing activity. Most other marketing work directs curious web searchers to the website. These days, who hasn’t got a business card without the firm’s URL?

Creative Agency Secrets has appraised a substantial amount of accountancy firms’ websites for evidence of current marketing and promotion activities within the industry.

 

Here’s what we found

  • Over one quarter of all firms surveyed do no marketing promotion aside from their website.
  • 38% have some basic promotion, normally in the form of a newsletter.
  • And at the other end of the scale 6% are very active and seek to engage website visitors and encourage them to get in touch with the firm.

Where does your firm sit on the proactive marketing scale?

Top performers include

  • Deloitte
  • Cabbage Tree Accounting
  • William Buck
  • Astill Hawke
  • DJCA
  • Gilligan Rowe

What sets these firms apart?

The best accountancy firms have several key attributes in common

  1. They are highly informative both on their business, what they offer, and their industry
  2. Their web pages maintain public resources for research and self-discovery
  3. The have prominent and recent communication activity using written, audio and visual media which engages readers and keeps them on the website
  4. They encourage the visitor to reveal his identity to the firm

Why do prospective clients find these factors appealing?

Imagine going into a shop for the first time – you browse around looking for the product you want to buy and at “just the right moment” a sales assistant steps forward and offers to help you. They guide you in an un-pushy manner to the product you want but stay on hand to answer any further questions you have. A modern website needs to do the same job for the firm.

But on a website a visitor is anonymous.

You have no idea who has visited your site – just tracking cookies and the number of visitors in your analytics. The Firm doesn’t know their names, what their interest is and whether they are looking to buy some accounting advice.

Social Media

Businesses are moving into the social media scene. Yet most accountancy firms have not taken advantage of the core social media sites.

twitter researchfacebook researchother social media research

Our research reviewed accountants’ websites for public links to social media sites. We expected to see LinkedIn used the most because it is the professional business social media site but we were wrong: 34% had LinkedIn pages; 34% had Twitter and 46% had Facebook profiles.

Firms with an active social media presence tended to also have higher scores in overall web presence and influence. There are many additional influencing factors and it is important to note that where a company is on social media, they also have invested time in YouTube videos, blogging, or email marketing as well.

We ranked firms comparing their activity on the web by assessing how often they updated their marketing activities and what tools they used to market themselves online. This shows that activity really does boost your noticeability as an accounting firm online. What’s more interesting about these results is the outlying firms with our assigned activity scores of 2, 3 and 4 who also have a good Alexa Rank which suggests that content is an important factor in gaining a prominent online presence.

Online Marketing Tools used by Accounting Firms

There are a lot of opportunities to display expertise using content marketing techniques online.

Newsletters

When searching there accountancy firms’ websites for newsletters, we looked at whether firms actively requested prospective clients’ email addresses, and the ways in which the firm used them. Many displayed historic newsletters but they were often displayed in PDF format which is less searchable or sharable.

Of those with newsletters, a significant amount website visitors had no way to subscribe to receive the news online. Giving visitors the ability to subscribe gets you their email address for a mailing list and analytics information about those visitors. Mailing lists are a great way to start a dialogue with customers by building a self-service database. An opportunity lost by these firms.

Opted in databases of email addresses are among the most powerful marketing assets a firm can own. They can even be used to deliver a series of emails called autoresponders. These can welcome new subscribers, give them an introduction to the firm, and explain its services.

Blogging

Many of the news pages or blogs for the accounting firms we researched are static and have not been updated for many months or even years. They have no clickability or linking to other pages in the website and they are created on a single web page. This means an individual article cannot be hyper-linked, only the whole page.

By creating a blog-style page, the opportunity exists to create more internal and external links to your site which again increases the chances for search engines to visit more frequently as well as encouraging visitors to browse across multiple website pages. This also provides opportunities for other websites to link to specific articles from you which ultimately lead the visitor to your website.

Videos

Larger accountancy firms host videos on their websites, mainly used for training. None have made use of online broadcasting technologies like webinars, podcasts or recordings. Video and audio recording is now cheap and easy to do. They are a good way to communicate and to enable listeners to share your content and are far more engaging than text.

Training

Many accountants provide training and conduct seminars for in-person attendance. It would be very easy to broadcast a training event or record it at the same time for later broadcast. Training is a fantastic marketing tool but if someone can’t make the event time, watching a recording means they can still gain value from it.

 

In Conclusion

Most accounting firms have the beginnings of a good website presence. However they need to add new functionality that works to continuously draw new visitors into the website from search, from the email database and to encourage them to reveal their identities and join in a dialogue with the firm. This can be enhanced by including social media in their marketing plans as they create more and more points of contact for potential clients, as long as you know your clients use social media to connect. LinkedIn is particularly good because of its professional nature.

If you’re an accounting firm looking for a free website appraisal, you’ll find one here at Creative Agency Secrets.

Get in touch with us.

Website not showing up in Google: BNI New Business Development tip of the week

THis week I’m focusing on a client whose website was not showing up on Google – not for pages and pages.

He knew this was a problem and had been overcoming it by paying for SEO to put it onto the top of search.  But he knows this is a short term solution which he doesn’t want to continue.

We investigated and found 3 quick things to correct

  1. Site meta tags were not populated
  2. Blog was created as a page not posts
  3. Photo Alt tags weren’t used and images were uploaded with the camera image id (long string numbers)

So some easy quick fixes.

Medium term, we’re teaching them how to use links and key words in blog posts which will reinforce search queries as well as social sharing and reciprocation.

 

Check out Otautahi Tattoo’s amazing story as refugees from the Christchurch earthquake and relocation, growth and reinvigoration in Auckland – the photo is of All Black Keven Mealamu having his latest ‘rose’ design added.

Otautahi Tattoo with Keven Mealamu All Black rugby player

Otautahi Tattoo with Keven Mealamu All Black rugby player

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What Does A Client Brief Look Like?

Thanks to Dawn who wrote in asking “What does a client brief look like?” 

Let us help you out.

What to do when hiring an agency

If you sub-contract your marketing to an agency or to freelancers, you want to be sure that you pay for and get good quality work.

A lot of the quality of output is due to high quality input.  By that I mean, briefing documents.  If you can explain clearly what you want, how you want it done and timeframes, you are far more likely to get high quality work back.

We use Upwork and People Per Hour to find freelancers and expert sub-contractors.

 

Ask the freelancer to write back

For briefing we always give a lot of detail and we also ask the freelancer to write back with answers to our questions.

We choose these carefully in order to show us that THEY have read the brief.

  • Please tell me what access permissions you need before you start the job

And we also ask them open questions whose answers tell us if they understand the scope, how they would approach the job and allow us to assess how good their English is.

  • Estimate how long the job will take
  • Tell me what problems you anticipate

Below is a template document which we use when we receive instructions to do some marketing for our clients. You can download it from the link.

Each sub-heading is self explanatory – as a client you should fill in each section as clearly as possible and then send it out to the agency or agencies you want to work with asking them to send you price quotations.

Alternatively, you write longhand what you want and the agency will fill in the gaps in the document.  Then you should approve it before instructing the work.

DOWNLOAD Master Client Planning Brief Template

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