3 ways to improve proposal writing next steps

We advised a client today about how to make 3 improvements to their proposal ending texts.  Writing a descriptive of your service or product and pricing it is only part of the new business development process.  It is essential that it leads to a next step to keep the discussion going and lead towards a buy/no-buy decision by the prospect.

Three key information points in a proposal

  1. clarifying next steps
  2. adding a timescale
  3. pushing the client towards buying what you want to sell

Here is the original ending paragraph they wrote:

Let me know if you are interested in talking more. If it would help, we can quickly provide a demo of steps 1 and 2 if you provide us with some game event data. As part of that demo we can demonstrate how simple creating new reports / analyses is.

By improving the text the reader is given clear expectations about next steps in the discussion process .

We recommended editing the last paragraph to give clarity on the 3 key information points

“The next step is for you to send us with some game event data and we can quickly provide a demo of steps 1 and 2.  

As part of that demo we can demonstrate how simple creating new reports / analyses is.  We would make a nominal charge for this work of $XXX which will be fully refundable if we proceed to a full implementation.  

I will call you on Wednesday next week to confirm when you can send us the data and a date for the demo.”  

Although sounding rather presumptuous this text sets clear expectations with regard to timeframes and next steps against which you can update your biz dev pipeline.

What are your favourite closing sentences in a proposal?7 Make New Biz Happen icon

GoHachi introduces you to new biz dev prospects

Getting in front of the people you want to sell to is difficult. Hell, we even wrote a how to manual about ways to research and find contact details of people online.

GoHachi threatens to make this history with its network-of-networks approach to business referrals and introductory sales.

I was an early beta tester and I love the idea of joining together all my networks and using whichever works best to connect with prospects.

So when Hachi invited me to test it out again, I jumped at the chance.

Hachi is improved

Take a look at the nice graphics and easy site layout.  All good for UX.

I added in my Linked In contacts.

Hachi linked in connections

Hachi linked in connections

– but was a bit confused because I thought I’d already done them.

My profile photo isn’t rendering properly (but I know what I look like).

Hachi helps make a connection to a prospect

Hachi helps make a connection to a prospect

So I thought I’d try out a couple of new introductions.

I browsed the “surprise me” tab to see who Hachi thought I should connect to.

Then I ran and saved a search for “marketing managers” in Auckland, New Zealand.  Came up with someone at Fonterra – a  milk marketing and buying company so I thought I’d give it a go.

Hachi offered me 5 possible routes to connect and I selected Jason – who I know from PocketSmith (cute financial planning tool).

Irritatingly, it doesn’t offer me the chance to just click and send.  I have to manually type in his email (necessitated going to Linked In which I thought I’d connected).

Hachi requires you to insert email

Hachi requires you to insert email

There’s a nice page where you can keep track of all the introductions you have in progress.

Let’s see what comes back.

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

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.

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

The Economist Native Advertising with GE

The Economist digital adverts on their app has an interesting native advertising content link sponsored by GE – it’s all about clean energy. A web page clearly with the Economist website layout and with their header – but independently closable (the X in the top left corner). All driven off a full page advert in their current edition 25th May 2013.

GE Advert in Economist app

GE Advert in Economist app

GE Future Energy native advertising page
GE Future Energy native advertising page

photo (6)

 

Xero Marketing: a pitch & a critique

Xero is a hugely popular cloud accounts package that has taken much of the Intuit QuickBooks and MYOB business from SMEs worldwide.

Image via CrunchBase
Prompted by an article in Forbes about in-house marketing teams versus external agency use, I remembered a pitch we sent off to Xero.
As a customer of Xero and as a marketer, the things I think are lacking or could be enhanced primarily relate to the ease of re-using content and proactively driving it out to the right audience.
B2B comms for existing customers, in a nutshell.
Since Xero is growing internationally, they increasingly have separate user groups who should be communicated to differently – because they need different things from Xero.

Marketing suggestions – I have lots more….

  1. After signing up, there’s nothing to drive me deeper into using the higher features of your products, unless I search.
  2. Apart from support issues and feature requests, what are the useful things you could be communicating with my business [clues – finding support, accountancy advice, higher level feature uses, plug ins, apps developers, tax questions, work-rounds for bug fixes]
  3. How could Xero be leveraging existing customers to drive improved new business and new trial accounts using member-get-member referrals and other incentives?
  4. Autoresponders – for new users within the trial period and for first few months of use  – Xero could have a ‘guide’ much like Kiwibank‘s “Becky” who is there for the user, who acts as a signpost to helpful information inside your knowledge base, who helps check they’ve got the system set up properly.
  5. Why are you using FeedBurner to distribute your RSS feed from the blog?  It’s unsupported and you could be leveraging the channel for marketing messages to your active users in order to drive deeper brand engagement and possibly sales (see 2,3,4 above).
  6. Split out your blog into separate streams so that articles automatically send to different groups (e.g. developers and accountants, US versus NZ) Each would get articles designed for that audiences.  Create separate news feeds for different audiences, and further use them to drive marcoms to support your business growth goals
  7. The more you blog, the bigger your archive.  Readers rarely dive very deep and yet there’s probably heaps of helpful content which is being ignored.  Could they be created into “tip sheets”, e-books, training manuals and other support material? These content solutions can be supporting 1, 2 and 4 above.

As Forbes says, it’s great to be an in-house agency – but lifting your head above the parapet and seeking input and inspiration from an external agency team can be very beneficial.