MailChimp Tutorial for Automation1

Email marketing is overrated for businesses, right? Wrong!

Years ago, digital marketers began moving away from email marketing as social media began gaining steam. We told our clients that social media was how we should connect and build a tribe and that open rates on emails were decreasing. We pulled out stats that showed how much more likely someone was to buy from a business if they were connected through social media. And yes, this is still the case that consumers are more likely to buy from a business they follow on social media, but the problem now is that businesses need to pay to have their message shown to their followers. Taking Facebook as the forefront of this movement, a business may only reach 3-5% of their Likes on any given post if they decide not to boost it.

Because of this, email has risen again to the best way to monetize your digital marketing. When an individual gives you their permission to correspond via email, don’t hesitate to send them an email! They have agreed that you are providing them information they need to be more educated or better a specific aspect of their life of business.

Email marketing allows you to:

  • Stay connected with your tribe
  • Reach customers in real-time
  • Measure real return and results
  • Provide targeted messaging to specific groups of people
  • Build brand awareness
  • Educate and sell your services and products
  • Automate your communication with your tribe

In this blog post, I’ll be taking a deep dive into MailChimp, specifically the resources available within the Free account, that you can implement immediately in your business to monetize your digital marketing efforts.

Why MailChimp?

MailChimp, just like Constant Contact, My Emma, Convertkit, SalesForce, Zoho, and all the other email marketing providers out there is intuitive, easy to customize, and provides the ability to:

  • Segment lists
  • Personalize to/from fields and the email content
  • Match your brand colors
  • Measure ROI

The main benefit of MailChimp, especially as you are just starting to build your email list, is that the Free account offers marketing automation through workflows. MailChimp is no longer just for sending email blasts, but now you can send tailored messages to an individual that directly relate to the information requested or downloaded from your website. Automation through creating workflows is the secret sauce to saving time and energy as you monetize your marketing.

Let’s get started – a MailChimp Glossary

Assuming you have already created your MailChimp account, you will see across the top navigation, four options: Campaigns, Templates, Lists, and Reports. Let’s take a quick look at these one by one for context before we jump into the tutorial for setting up your automation sequence.

Campaigns: This is where you Draft and Published emails and workflows exist. The Campaigns tab is where you will design and send your emails.

Templates: Templates are where the layouts of your emails are stored. When you create a campaign, you can save the email design as a template or use a preexisting template from MailChimp.

Lists: Lists are what MailChimp calls the place where you collect your subscribers. You can have numerous lists and within each list you can create different segments to ensure the right message goes to the right person every time.

Reports: After you click send on a campaign, MailChimp starts collecting stats. Here you can see open and click rates, unsubscribes, and other valuable data for your business.

Getting Started with MailChimp Automation

Now let’s go through the process together of setting up your complete automation sequence. Below I will take you step by step through:

  1. Setting up your List
  2. Creating and embedding a form into your website
  3. Customizing your Welcome Email for new subscribers
  4. Creating an automated sequence of emails to help introduce yourself and services and to convert new subscribers into paying customers

Step 1: Setting up an Email List of Subscribers in MailChimp

As mentioned above, lists are where your email subscribers are housed. You may decide to have a list for your clients and one for website leads or you may have multiple lists for conferences you attend and folks interested in very specific segments of your business. To start, we are making one list that is specifically for individuals who download a lead magnet or content upgrade from your website.

Click Lists from the top navigation then Create List.

MailChimp Automation Tutorial

From here, if you are just getting started, you will want to Create a New List. There is also the option to create Groups within an Existing List, which is how we will segment leads for specific content downloads where you will want messaging targeting their interests being sent their way. Groups allow basically create sublists with overlapping subscribers.

For now, just click to Create a List.

MailChimp Automation Tutorial

Here enter in your:

  • List name (Website Subscribers)
  • Your Default From Email Address (Where you want replies going)
  • Default From Name (Include your actual name here and if needed your business name, too)
  • And remind people how they signed up for your list (each list will most likely have a different reason why the
  • individuals are on the list).

Additionally, you will see your contact information. A physical address or PO Box is required by law to meet the Anti-spam requirements of the US CAN-SPAM Act. If you work from home, I recommend as you implement email marketing into your business, setting up a PO Box. Unless your list is only made from family members, you don’t want everyone knowing where you live!

Click Save to continue.

Step 2: Create a signup form.

Now that the list for website subscribers is completed, you can go ahead and create a Signup form to embed on your website.

MailChimp Automation Tutorial

First we will want to customize the form fields and options. Afterwards, we can embed a form into your website.
Click Select next to General Forms.

MailChimp Automation Tutorial

On the next page, we are going to edit the fields for the contact form. Here you can add fields, or hide fields. The default is Email, First Name, Last Name.

I recommend reordering the fields and removing last name. For forms like a content upgrade asking for just a bit of information is great. You don’t need to inundate the new subscriber by asking them everything about themselves!

MailChimp Automation Tutorial

The next tab, the Design It tab, allows you to customize your colors to match your brand standards. Click through the different options here to customize each element. As you work through the Signup form settings, the customizations will automatically save to your account.

Once your form is customized, it is time to customize the response emails.

Step 3: Your Confirmation and Welcome Emails

Now, the flow for MailChimp, and this is fairly common for all email sequences, is that once an individual fills out their information, they need to confirm their email address in order to be added to the email list or to gain access to a resource. The email confirmation and welcome email are all customizable within the General Form Settings.

Let’s go step by step through these options.

First, select Signup thank you page from the Forms and response emails dropdown.

MailChimp Automation Tutorial

Here, we will customize the form someone sees directly after they enter their name and email in the form. We will want to change a few elements on this page. Conversely, you could also create a thank you page directly on your website. At this point I do NOT recommend providing the lead magnet link. Within MailChimp, you need to first have the subscriber confirm their email address and then you can continue marketing to them in the future. If they don’t confirm their email, you won’t be able to send follow up emails.

On the Build It tab of the Sign Up Thank you page, use the Drag and Drop editor to add a branded image as the header of the page. Hover over the form title and click Use Image to upload and select a header image to use.

MailChimp Automation Tutorial

I also recommend editing the text on the page to be more specific about your Lead Magnet information.

MailChimp Tutorial for Automation | Email Marketing Automation | How to set up a welcome series in MailChimp | MailChimp forms and Lead Magnets | MailChimp Tutorial

At this time you can also change the colors to match your brand standards.

Please note, the header image and some design elements carry throughout the entire customization process. For example, if you load the header image in the form settings rather than the thank you page, the header image should automatically load in other settings.

The next element of the sign-up sequence is the Opt-in confirmation email.

Select Opt-in confirmation email from the Forms and response emails dropdown.

MailChimp Automation Tutorial

From here you will see the standard text for the opt-in email.

All of these elements within the email, as well as your Subject line can and should be updated.

  • Subject line – The Default is: *|LIST:NAME|*: Please Confirm Subscription. Please change this . Something along the lines of Claim your Free Resource or in my example, Confirm your Email to Receive Free Download
  • Within the body of the email be sure to reference your Lead Magnet.
  • To adjust the “Yes, Subscribe Me To This List button text, select Translate It.

MailChimp Automation Tutorial

Click Save Translation Settings to save your new button text.

Hint: all button text is in the “Translate It” settings

MailChimp Tutorial for Automation | Email Marketing Automation | How to set up a welcome series in MailChimp | MailChimp forms and Lead Magnets | MailChimp Tutorial

The next part of the MailChimp sequence is the Confirmation Thank you page. Select this from the Forms and response emails dropdown.

As the subscriber has confirmed their email address, it is now alright to share your lead magnet with them. I recommend at this point, adding the resource as a PDF onto your website. If you use WordPress, Click Media > Add new and upload the PDF. To actually design this content upgrade, you can use powerpoint, word, Canva, or really any other tool that you feel comfortable with. What you will need to do once you load the PDF to WordPress is copy the URL of the resource.

Copy this URL and then Paste it back in MailChimp in the setting for “Instead of showing this thank you page, send subscribers to another URL,” then Click Save.

MailChimp Automation Tutorial

The last step in the Mailchimp sequence is to create the Final Welcome Email.

Select Final Welcome Email from the Forms and response emails dropdown.

The Most Important element on this page is to select the checkbox for Send a final welcome email.
Items to update in the Final welcome email:

  • Select the checkbox for Send a final welcome email
  • Edit the subject line (default is: *|LIST:NAME|*: Subscription Confirmed)
  • Edit body of email to include the link to the Lead Magnet PDF.

MailChimp Tutorial for Automation | Email Marketing Automation | How to set up a welcome series in MailChimp | MailChimp forms and Lead Magnets | MailChimp Tutorial

PHEW! That was a lot of steps! But now you are all set to embed the form on your website!

Step 3: Embedding your Form on your website.

Now we’ll grab the code we need to embed the form into your website. Click the link for signup forms again and this time, select Embedded forms.

MailChimp Automation Tutorial

Here you can customize the Form which will be embedded on your website. Within the Embedded forms, you can choose from a variety of layouts. I recommend collecting BOTH the name and email address of your subscribers as personalized emails not only have a higher open rate, but also a higher conversion rate. Sure you could argue that there may be fewer signups, but I would take a more engaged audience any day. Due to this, I recommend utilizing the Classic Form rather than the Super Slim or Horizontal layouts.

Here, Edit the Form Title so it clearly identifies what will be downloaded or what action will be taken once someone provides their information. The example below has “Download your Ultimate Guide to Email Sequences” as the title.

MailChimp Automation Tutorial

At the bottom right of the page you will see the embed code. This is the actual code that you can then copy and paste onto a page of your site! Mailchimp does have a plugin that you can use to easily embed forms using shortcodes on your site, but below I walk through embedding this form on a webpage using the full code provided.

When you are editing a page on WordPress, click the “Text” view to insert html.

Scroll to where in the content you would like your form to exist and paste the code that you copied from MailChimp. Once you click Publish, your page and form will be good to start collecting leads!

MailChimp Automation Tutorial

And the published page!

MailChimp Automation Tutorial

What next, you ask? Creating the automated email chain!

The automated email sequence in MailChimp or a workflow is the perfect way to introduce yourself, your brand, a course or promotion, and educate your new subscribers before you add them to your newsletter or broadcast campaign.

You may be asking why you need to now add the subscriber to an automated email workflow after sending them multiple emails to confirm their email address and then send them an offer. Think about the first time you meet someone and learn from their business or the first time you sit down with a coach, counselor, or educator. You want to understand who they are and why you should trust them.

Creating a relationship online should follow that same process – you need to earn the trust of your contacts. The average consumer requires 7-14 touches before they are open to making a buying decision. Social media and writing meaningful blog posts is one way to continue building a relationship with your tribe, but emails are another way. By adding someone directly to an email sequence in MailChimp, you are putting your best foot forward in the process of converting a free download into a paying customer. These initial emails should look just like the initial conversations you have with prospects. You need to introduce yourself, educate, explain your services, educate some more, and close the deal.

A complete guide on structuring your Welcome email sequence along with prompts to write your own emails are available for download below!

Ultimate Welcome Series Checklist [FREE]

We won't send you spam. Unsubscribe at any time. Powered by Kit
Are you ready to make a lasting impression? Let’s jump in.

Step 4: Creating an Automated Email Campaign.

At this point we already have our List created and our opt-in and welcome email structured. Now it is time to create the MailChimp Automation Campaign. Just like other campaigns in MailChimp, automation campaigns live in the Campaigns tab of your account.

In the upper navigation, click Campaigns > Create Campaign > Create an Email.

From here, select Automated and in this case we will want to select the Welcome New Subscribers option.

MailChimp Automation Tutorial

Within the Welcome new Subscribers automation within MailChimp, there are currently 3 selections: Welcome message, Onboarding services, and Educational series. Honestly, each of them works the exact same, they just are preloaded with different sample emails.

MailChimp Automation Tutorial

In this tutorial, just select the Welcome message option, name your Campaign, and select the list you just created. As you will see in the next few steps, each of the campaigns are customizable to act however you wish and to include however many emails you want to build!

I’ve found that having a blank template at times is easier to set up instead of editing the information that already exists.

After you Click Begin, you can start your customization of the MailChimp Workflow.

Step 5: Customize your Welcome Email within the Automation workflow.

We are almost there! Kudos for following along.

MailChimp Automation Tutorial

The first step is to click Design Email on the first email that has been already created in the flow. Once you click Design email, you can edit the name of the email, your subject, the preview text, and your from name and email.

Tip: Email subjects are the key to getting folks to read your email. Don’t be afraid to jump in and test a new subject line if you think something may lead to more opens. Most important, however, is to be descriptive. People don’t like feeling as though they’ve been tricked into reading something. Questions also work well, as do tips, tutorials, personal stories, etc.

Once you’ve filled out this information, click next and select your Template. MailChimp has a lot of wonderful templates that are drag and drop, or you can make your own. I recommend using a simple template for all of your email marketing. This makes the branding very straight forward and aides in brand recognition. If you already have a campaign created for a newsletter broadcast, you can jump back over to that campaign and click to save the email as a template.

Because it is a simple layout, this time I selected the “Follow Up” layout.

MailChimp Automation Tutorial

From here you can design your email!

Now remember, just like when you are first meeting with someone, you want to know a bit about their background and story. This is the perfect place to add that information. MailChimp’s intuitive drag and drop email builder makes it fairly straightforward to add content and images.

As you can see below, I’ve added a logo, deleted the image block from the template, and updated content. Once this is complete, you can click “Save and Return to Workflow.”

MailChimp Tutorial for Automation | Email Marketing Automation | How to set up a welcome series in MailChimp | MailChimp forms and Lead Magnets | MailChimp Tutorial

Step 6: Building Out Additional Emails and Workflow Settings!

Once you’ve completed your first email in the MailChimp Automated campaign, I recommend adding a handful more to ensure you are providing the absolute best content right when you are starting a relationship with the new subscriber.

So I’ll leave you to creating those emails. Again, you want to be as educational as possible, but to really start seeing sales quickly, there need to be some prompts to either learn more about your services or products. The complete guide to creating your emails and monetizing your site is available for download below.

 

Ultimate Welcome Series Checklist [FREE]

We won't send you spam. Unsubscribe at any time. Powered by Kit

 

As for the additional settings within your workflow, we have the Trigger, Schedule, Segment, and Action.

MailChimp Automation Tutorial

Trigger: In this case, you’ll want to adjust the trigger for your additional emails. It is okay if you would like to send an email out every day, but this may be a little overwhelming for a new subscriber. I recommend setting the Trigger to 2-3 days for your follow up messages.

Schedule: This great feature allows you to specify which days of the week and time ranges you would like to send your follow up messages. Perhaps you always want to refrain from sending emails on Sundays, or between the hours of 11pm-5am, you can adjust that here. Take a look at reports from your industry about the best days and times to send emails – you may find some results surprising!

Segment: If you’ve created segments within your list, here is where you can specify what segment the email should be sent to. This feature is helpful for future offers once you’ve learned more about your audience. Maybe some people are just getting started whereas others are experts in your field. It works well to send a different message to each group.

Action: You can also specify something to happen after an email or email chain is sent to an individual. More advanced features here are available in the paid accounts.

And with that… You know can create a list in MailChimp, structure and optimize a form, as well as the opt-in and welcome emails, embed the form on your website and create your Welcome Series automation email chain in your Free MailChimp account! In the comments section, please share your link for your forms and Lead Magnet so we can take a look!

 

Best of luck!

MailChimp Tutorial for Automation, Email Marketing Automation, How to set up a welcome series in MailChimp, MailChimp forms and Lead Magnets, #MailChimp Tutorial #emailmarketing

MailChimp Tutorial for Automation, Email Marketing Automation, How to set up a welcome series in MailChimp, MailChimp forms and Lead Magnets, #MailChimp Tutorial #emailmarketing

Not too long ago, people would visit the local stores and endure the long lines just to get the things they need. Today, however, people prefer to shop online. In fact, studies revealed that consumers make 51% of their purchases online.

With the growth on online retail and shopping, many of you probably have an existing e-commerce business or looking to start an online business.

Here are some tips for creating a successful online business.

Bring your products to life

Product photography can mean the difference between losing customers and making a sale. High quality product photos are a must when trying to persuade people to buy your stuff.

Internet users are bombarded with ads, emails and news stories. With so many businesses vying for their attention, you only have a few seconds to capture the attention of your target audience. Unique and visually appealing photos can help you do just that. If you’re selling clothes, we recommend that you hire a model. This way, people will have an idea how the clothes look like when worn.

Clean and user-friendly design

A professionally-designed and user-friendly website can go a long way in the success of your online business. It also adds credibility and will help increase trust in your company.

According to studies, 42% of online shoppers base their opinion of a business based on the overall design of their website. Majority of consumers didn’t push through with the sale because the site has poor aesthetics.

Fast loading time

An average person has an attention span of 8 seconds. Yes, you read that right. They want to get things they want fast. This is why we’re in the age of fast – fast cars, fast foods and fast websites.

Survey revealed that people expect websites to load in 2 seconds. They would leave the site if it doesn’t load within 4 seconds. Slow loading time can drastically affect your sales. People aren’t going to stick around if it takes a while for your website to load.

Easy payment process

Most people prefer to shop online because it’s more convenient. As such, you want   to make the shopping process easier for them. The more methods of payment you offer, the more likely a customer will buy.

Credit cards and Paypal are the quickest and easiest ways for customers to pay. You may also offer cash on delivery, money order, personal cheque, direct deposit into your bank account.

Tips for creating a successful online business | How to create an online business | Internet business | Ecommerce business | Online business | How to create an ecommerce business | building a business online | successful business | ecommerce how to

Nothing is more frustrating than spending time, money and effort only to find out that you’re not getting the results you want. You sent out emails, printed flyers and blasted your social media followers. Despite the effort and hard work, you’re still not getting the leads you need to grow your company.

If you’re having trouble generating qualified leads, you are not alone. There are several reasons why you’re not getting the leads you deserve. Here are some of them.

You’re targeting the wrong audience

When working on your marketing campaign, the first and most important things you need to do is to identify your target audience. This is a critical step that shouldn’t be skipped. If you don’t know who your target audience is, how could you possibly attract one?

Learn as much as you can about your target audience – demographic, interest, buying habits etc. If you fail to identify accurate buyer personas, you may end up reaching too broad of an audience or marketing to the wrong customers.

Your content sounds like a sales pitch

Creating new content is a great way to capture the attention of your audience and generate leads. But if your content sounds like a sales pitch, then people are not going to notice them. With the amount of advertisements we see every day, people learn to ignore them and focus on things they need instead.

If you want to capture the attention of your target audience, you need to come up with unique, interesting and informative content. Share your knowledge with them. Write blogs on a regular basis and make sure they are share-worthy. Eventually, people will see you as an expert and convert into a loyal reader or a customer.

You didn’t provide a call to action

A lot of marketers and business owners will take the necessary steps to acquire qualified leads. Your customers are actually where you want them to be. The problem is that you failed to provide a clear call to action.

People don’t know what exactly it is you want them to do unless you tell them. Keep your call to action simple – subscribe to our newsletter, get a quote now, contact us today.

You’re not active on social media

We know how powerful social media is. It allows you to interact and build a relationship with your target audience. If you are looking to drive traffic to your website, we highly recommend that you share your content on social media. With just a few minutes, you’ll be able to reach thousands and thousands of people. Not everyone who visits your site will turn into a paying customer, but you need traffic to get qualified leads.
How your business can generate leads | Business leads online | Email incentives | Email opt-ins | Content upgrades

How your business can generate leads | Business leads online | Email incentives | Email opt-ins | Content upgrades

 

Running a business in the digital age has its perks. It also can be incredibly difficult. Retail stores need to rethink their sales channels and social media networks get you sucked into a deep abyss if you aren’t careful. Over and over again, however, we see business owners make the same mistake. It is based off a misconception that can not only hurt the long term success of your business, but can also keep you from ever getting off the ground in the first place.

The most common misconception about digital marketing is that digital marketing replaces the need to make personal relationships.

When we first create social media accounts for clients, we have to consistently change our client’s mindset about what their networks will do for them. Our clients want to see their networks boom, which can be a great goal, but to what end? Would you rather have a small network of devoted customers who trust you and help sell for you or a large network of individuals who don’t even recognize your name, let alone buy from you?

Many times the client who wants and expects the large network then stops their in person networking and relationship building thinking that one post per day is actually going to lead to new sales. Though, again, if your network is active and trusts you, this may do the trick, but for businesses, you can and should never stop your personal relationship building.

The digital age has made many business owners lazy when it comes to getting their word out. They sit online wondering why nobody has come knocking on their door. Those who hustle, however, reap the benefits.

You now have access to millions of people, if you only reach out. My recommendation for clients is to find the individuals who are are your level or a step above you that you admire and wish to connect with. Start following their social media accounts and commenting on their posts. As you do this, share their posts, too, and tag them so they can a notification that you are publishing their content.

From here… reach out! Write an email or direct message the individual. Let them know how much you’ve enjoyed their articles on X, Y, Z and then get straight to the point. What are your goals for reaching out for them? Do you want to run a joint webinar? Do you have an article that you think their audience would enjoy or benefit from?

The more clear you are, the more likely you will receive a reply. Of course, leading up to this point you’ve been interacting with them on their social media and blogs, so you should already have some name recognition.

In addition to digital networking, keep up your local networking.

Meeting with people and groups keeps us on our toes and from moving away from what the market needs. It helps us refine our message and get real time feedback from individuals we know and trust. This blog post  goes into more detail about why networking groups can transform your business and how to get involved.

To make sure that you aren’t making the biggest mistake in the digital age, continually get out of your comfort zone and form actual relationships with people you admire who are one step ahead of you. Even if the relationships start online, you are still treating the account handle or email as a person, and that individual respond accordingly.

Do you still network in person? Have you succeeded at reaching out to an individual you now partner with online?

Be sure to share your success stories!

The Most Common Misconception About Digital Marketing. Running a business in the digital age has its perks. It also can be incredibly difficult. Retail stores need to rethink their sales channels and social media networks get you sucked into a deep abyss if you aren't careful. Over and over again, however, we see business owners make the same mistake. It is based off a misconception that can not only hurt the long term success of your business, but can also keep you from ever getting off the ground in the first place.

The following template can be used to build a sales page that converts!

Step 1: Your headline: Keep your course title clear, but use the subheading to be descriptive and focus on how the item can transform your life. Below this include your first call to action button.

Step 2: Description: Keep this to 2-4 short paragraphs and focus on what it can transform.

Step 3: Add a Case Study or Testimonial: Include an image or video, name, and links to appropriate pages. If you are just started, ask your friends or other people you have helped.

Step 4: Add your second Call to Action button

Step 5: Introduce yourself! Give a bio block or a video. Make sure you answer the questions of why people should work with you.

Step 6: Add details about your offer or course. Start bringing up the class curriculum. Here you want the module titles and lecture titles.

Step 7: Include a second Case Study or Testimonial

Step 8: Answer any questions you often receive from your students or clients. Focus on answering objections people may have. Think about why would people not purchase your course?

Step 9: Add in your third Call to Action button

Take a step back and you are all set!

9 Steps to Create a Sales Page that Converts. Incredibly easy guide for your sales pages [Sales Pages for Online Course]

Working with businesses owners we see a lot of mistakes and successes. Especially for the new business or freelancer, the mistakes below can completely destroy your business before it has the chance to succeed.

Mistake #1: Striving for Perfection

“Have no fear of perfection – you’ll never reach it.”

– Salvador Dali

As a type A perfectionist, I struggled with this. It also is the number one thing I see people starting a business struggle with, as well. Your business is your baby and you are pouring your heart and sole into making it a success, but being too wrapped up in the little things can keep your from actually going out and finding clients. If you find yourself:

  • Stressing over your logo
  • Tweaking every aspect of your website
  • Rereading your introduction email over and over to make it just right (but still not hitting send)
  • Working on perfecting your elevator speech before you attend your first networking group

then you may be focusing too much on being a perfectionist. Trust me, though thoughtful branding can help you land more clients, if you are receiving personal referrals, it isn’t going to stop you from getting paying clients. People choose who they are going to work with based on your personal connection not because of what your logo looks like. Then there is your website… Perfection for every site is a moving target. Your products and services will change. You will notice contacts respond more to one aspect of your business rather than another. As for the next two points, you are procrastinating! It is okay to want to define your messaging, but just getting out there and putting yourself out to prospects is far more important. Sure you want to make sure your messaging is just right when you reach out to that dream prospect or mentor, but these shouldn’t be your first contact. The best part about putting yourself out there before you think you are ready is that you get to understand what the market actually wants and needs! When I first started Boundless Marketing, I had my dream service offerings in mind. Turned out that nobody even understood what I was talking about! There wasn’t a market. I drastically shifted my messaging and began signing contracts almost immediately.

Mistake #2: Thinking you can get clients just by posting things online.

“The richest people in the world look for and build networks, everyone else looks for work. Marinate on that for a minute.”

– Robert T. Kiyosaki

The internet and social media has shifted many of our mindsets about how you can get clients. Even through online channels you need to create a personal relationship with your network. Just posting your blog posts online isn’t going to cut it. I recently signed up for a program to Gain 100 Followers in 3 Days, just to see how other professionals where growing and starting their email lists. Guess what, these influential bloggers and business owners all start int the same place – asking friends, colleagues, clients, and prospects individually if they wanted to join their email list! If you find yourself:

  • Wondering why your networks haven’t converted into paying clients
  • Haven’t asked your mom, sibling, aunt, and grandparent if they want to join your list
  • Are frustrated seeing all these other people succeed

Then you may just be making this mistake. Start going to networking groups and collecting business cards. Take the email address you collect and shoot out a quick note following the template below :

“Hi NAME, I recently met you at EVENT NAME and loved learning about your business. I am in the process of starting an email list focusing on 3 TOPICS YOU WILL BE WRITING ABOUT, and was wondering if you would be interested in receiving the emails. My goal with list is to LIST BENEFITS. Are you interested in learning more?”

Not everyone will say they are interested, but the ones who do will help you grow your contacts quickly! We work with a lot of businesses who see varying amount of success through their social media marketing. The ones who see a return quickly are the clients who are complementing our marketing management services with their own outreach and networking. To see the best results from your marketing, you need to treat social media as you do in person networking. Create personal relationships and treat handles and usernames as individual people not just another account.

Mistake #3: Not Understanding Your Own Values

“When your values are clear to you, making decisions becomes easier.”

– Roy E. Disney

Okay, so this one does tie into the branding of your business, but it really is getting out being your authentic self. Knowing your values helps you to better manage your time, set priorities, and work with clients you enjoy. If you find yourself:

  • Wishing there were more hours in the day
  • Being drained after meetings with prospects
  • Continually wishing you had done X, Y, or Z

Then you may be making this mistake. One of my first clients taught me this lesson the hard way. My values are Relationships (family), Creativity, Challenges, Health, Experiences, and Knowledge. Shortly after I began my business full time, I traveled to my brother’s wedding. I was ecstatic to see him tie the knot and spend time with my family. Unfortunately, a new client nearly ruined my weekend. As a people pleaser, I started bending over backwards for the client and found myself anxiously checking email during the rehearsal dinner. I wasn’t being present. Finally, I recognized I would resent my actions if I didn’t shut off all devices to be there for my family. Sure there was a nasty email from my client, but we worked through our differences once the owner understood my boundaries. If you find yourself stressed about client conversations, I urge you to lay out boundaries, guidelines, and a list of responsibilities. You may loose some clients, but they are the people who take up 80% of your time. Think of all the other things you could do to grow your business if you had 80% of your time back!

What mistakes have you made in your own business that kept you from success?

3 Mistakes that can Ruin Your Business and What to do About Them. Working with businesses owners we see a lot of mistakes and successes. Especially for the new business or freelancer, the mistakes below can completely destroy your business before it has the chance to succeed.

“The best fights are those fought by those without a Plan B.”
― Mokokoma Mokhonoana

Jumping into business ownership is daunting. How do you know when it is time to let go of your previous life? How can you be sure that your new endeavor will lead to success? The truth is, there is no end-all, be-all advice regarding the right time to jump all in or whether or not you will be successful. There are things you can do, however, that can increase the odds of fulfilling your dreams.

Tip 1: Plan, plan, plan

Creating a road map for your business is integral to your success. Not only do you need to know where you are starting from, but you also need to know what your goals are for month 1, month 6, 1 year, and 5 years. Working through these goals can help you to understand what you need to do to reach them. From here, write a list of the top activities that in the end will lead to you reaching your goals. For example, in my business, we need clients. Most of our clients come from personal relationships, referrals, and outbound marketing. In order to be successful, each week I need to reach more prospects or referral partners. Even if I’m swamped with current projects, I need to make sure I am continually touching new businesses.

In addition to planning for how you will get your first clients, you also need to plan your offerings. Create a list of all the services you can provide and create sample bundles or packages. What if someone only needs help with one aspect of what you provide, how will you charge? What if they want something you haven’t thought of, but have the skills to tackle, will you create a custom service offering for that client?

When I started out, I thought I would only be offering data analysis for marketing efforts. I thought I would be helping clients to understand what works and what doesn’t work as a way to tailor their marketing efforts. Though this is something I do, I was able to listen to my tribe and completely shift my messaging and packages to align with what the market actually needed.

Regardless of how much planning you do, your business plan is going to change.

“We should always have a plan B, but at the same time, treat plan A like it were our only option.”
― Izey Victoria Odiase

Tip 2: Surround yourself with positivity, but not naivety

We all have cheerleaders. Often in business, however, these cheerleaders are wrong to not give push back. Your idea may not actually be all that great. This isn’t to say that you can’t make it in business, it’s just that someone who always agrees with you isn’t going to get you to the place where you will find the most successes.

Though you need to remove negative energy of people pulling you back and second guessing your move to entrepreneurship, you need to also make sure that the positive energy you are surround yourself in is made of people who have been through your same journey and can help give push back when you are approaching a common pitfall. The people you surround yourself with will have a direct effect on your ability to succeed. Find mentors and other business owners who can talk you through marketing, technology, hiring and firing, taxes, etc.

blogging your business

Tip 3: Don’t have a Plan B

Here I mean don’t plan on needing your plan b. Jump head first into your business and don’t get distracted. Though your offerings may change, you need to stay course that you are now a business owner. The most successful businesses take shifts in the market in stride, but never second guess their decision to be in business.

“I don’t believe we should carry backup
plans in life’s suitcase—

they’re too easy to unpack
like living a life in yoga pants,
so comfortable our hips spread
into new timezones…”
― Kelli Russell Agodon, Hourglass Museum

Tip 4: Have backup funds to support you as you jump in

Try not to jump ship unless you have some residual income, clients, or savings already in place. As a new business, you don’t want to feel as though you need to work with every prospect you meet and you don’t want to come across as though you are begging for the next gig. Though being on the verge of bankruptcy can motivate some, most of us will become distracted from our daily activities if you need to constantly worry about money.  Additionally, make sure you have truthful discussions with your spouse about how spending and budgeting will need to change and be realistic about startup expenses. Things always take longer and cost more than you initially estimate.

Tip 5: Throw all this advice away (except the part about listening to your market)

If you know it is time to jump into your own business, just do it. You only live life once, why not make it the most fulfilling life you can. I think the number one reason why people decide to be a business owner is that they are worried about security, health insurance, managing their time, but when you just jump into it, you learn to make things work.

I didn’t set out to be a business owner, but somehow freelancing turned into a full time income. Now I can’t get enough. I encourage all of you with a business idea to give it a shot. Start taking on clients on the side or developing your MVP (minimum viable product). Keep your salary, but work towards being self sufficient. In the end you will thank your employer for funding your budding business.

Best of Luck!

NO PLAN B - “The best fights are those fought by those without a Plan B.”  ― Mokokoma Mokhonoana  Jumping into business ownership is daunting. How do you know when it is time to let go of your previous life? How can you be sure that your new endeavor will lead to success? The truth is, there is no end-all, be-all advice regarding the right time to jump all in or whether or not you will be successful. There are things you can do, however, that can increase the odds of fulfilling your dreams.

One phrase that always comes up when I’m chatting with my friends and colleagues whom own their own businesses is “I am just so unemployable.” Why do so many business owners and freelancers believe they are unemployable? Let’s dissect this below:

  • We recognize the value in knocking off top priorities and checking out for the day.
  • We are comfortable going for a run, walk, hike, lunch date in the middle of the day as a way to clear our heads for fresh perspective.
  • Even though we’ve traveled to Europe, Mexico, and across the US, we haven’t taken a REAL vacation in years.
  • We don’t understand why people bog themselves down in minute tasks that should be outsourced.
  • 98% of the time we don’t set an alarm in the morning (if you are a morning person) or go to bed at a decent time (if you are a night owl) because we know when we get the best work done in our daily schedule.
  • We choose only to work with clients who understand that sometimes little Suzie or Johnny needs to come to our meetings.
  • We cut out time every week to further our own education.
  • When we feel the most successful, our values are aligned with the work on our plate.

I don’t know, if I had an employee like this, I think I’d jump for joy! The problem is that so many businesses require 8 hours a day. It is a way to build a strong culture and often those who are first into the office and last to leave make a lasting impression on management about how committed they are to the organization. Surely as an employee, you can’t outsource those small repetitive tasks – or can you?

Running your own business takes perseverance. Every day you need to make a choice about how you will spend your time. It’s easy to get side-tracked by “shiny object syndrome” or those small tasks that don’t actually result in return. But if you jump all in, you may in fact find that you will never be employable again.

Do you find yourself thinking that you are unemployable even though you work harder than anyone else you know?

70% of small businesses in the US are owned and operated by a single person.*

As a solopreneur, how on earth are you supposed to create enough content to fill 365 days in a year? As a small business where you wear multiple hats everyday, how are you supposed to create enough content? No matter what systems you have in place there simply isn’t enough time in the day to create a new piece of content every single day of the year.

So, what should you do as a small business to make sure your followers remain educated and in tune with your brand?

The number one thing you can do to streamline your posting is to repurpose your content.

Wait, what? This is an incredible time-saving tip that often is overlooked! Your Twitter followers aren’t necessarily the same as you LinkedIn connections and your newsletter list may not include your Facebook fans. Though you don’t want to publish duplicate articles in such a way that Google will penalize you, repurposing is much more than copying and pasting a blog post on multiple article websites.

Brochures and Traditional Media

We all still have some sort of ‘traditional’ marketing. For some this is in the form of flyers, brochures, presentations, newspaper articles, and even commercials in networking groups. Each of these present an opportunity to reuse content.

Flyers & Brochures

Grab the headers and images from these to create social media posts. You can additionally create a quick blog post with the content from the brochure.

Presentations & Interviews

What an incredible source for content. Create videos from your presentations and audio from your podcasts. You can then create a blog post that features these, as well as the transcription of the piece (hint use an app for this). Slides from your presentation can be turned into standalone social media posts and the videos can also be turned into lead-generating freebies.

You may even find that some aspects of the presentation or interview provide prompts for more in depth articles. Run with it!

Blog posts and articles are meant to be reused! Think of a typical blog you write, is there a list or bullets? Do you break the content up into multiple segments? Are there different ways to phrase the blog title? Your blog post can be recycled as social media posts and shared to other networks in its entirety.

Commercials from Networking Groups

If you really want to take control of your content calendar, you should plan out your networking group introductions. Typically these 45 second elevator pitches end up being last minute decisions, but if you plan ahead, not only will you see results within your networking group, but you also will create a new social media post for your business each week! Just as with interview questions providing prompts for longer blog posts, you may find people are especially drawn to one elevator pitch, pay attention and it may turn into a great article!

Blog Posts

Blog posts and articles are meant to  be reused! Think of a typical blog you write, is there a list or bullets? Do you break the content up into multiple segments? Are there different ways to phrase the blog title? Your blog post can be recycled as social media posts and shared to other networks in its entirety.

Using Blogs for Social Media

The first week you publish a blog post, you should also share it to your social media channels (e.g. Facebook Business Page, Twitter, LinkedIn, Pinterest, Instagram, etc). Did you know that there are numerous services that can do this for you? We automatically share published blogs to our social media accounts utilizing wordpress plugins and Zapier or IFTTT. Using these plugins, you can decide which pieces of your content should be shared and how it should be structured.

After the posts are automatically shared, re-share the post the following week. The featured image can be shared on Pinterest and Instagram, whereas the blog title or a quote from a blog can be used on the other social media networks. But, that’s not it … If your blog contains the ‘Top 7 Ways to …’ SHARE each of the points as a post and link back to the blog. If your blog contains easily identified sections (as in you are using header tags as discussed in a recent blog on SEO and your blog) take each of the headings and share it as a social media post.

THEN, after a month or two, cycle back through your blogs and reshare them.

Blogs in Newsletters

Have you ever sat down to write a newsletter and found that after 45 minutes you still had a white screen? Newsletters can be difficult to put together because they are a personal communication with your tribe. Rather than trying to create fresh content for your entire newsletter, use your recent blog posts to provide valuable and educational content to your recipients.

A typical newsletter could include a brief (2-3 sentence) introductory greeting from the owner followed by top articles that you’ve published since the last blog.

Blog posts and articles are meant to be reused! Think of a typical blog you write, is there a list or bullets? Do you break the content up into multiple segments? Are there different ways to phrase the blog title? Your blog post can be recycled as social media posts and shared to other networks in its entirety.

Publishing Blogs on External Sites

On LinkedIn Pulse (Articles) and Medium.com, you can also copy and paste the content from your blog in its entirety as a way to share the information with your networks and position yourself as an expert in the field. LinkedIn currently doesn’t allow this through apps, but Medium.com has an API that allows numerous apps to automate this process.

Rewrite Old Blogs

The last step here is to actually rewrite and update old blog posts to keep them relevant and then start the sharing-cycle all over. When you rewrite an article, you can expand on ideas or just make the article more relevant to the current industry landscape. You can also combine older, shorter blog posts to create longer ones that tend to rank higher in organic listings.

Repurposing Images

Images drive digital engagement. Don’t shy away from reusing product images, event photos, or other pictures that relate to your business. The same image can be used multiple times with different captions, text overlays, and in blogs, newsletters, and social media posts. The repetitiveness of the images, provided you aren’t posting the same image every single day, can increase your brand awareness.

Time Savers for Repurposing Content

Time savers for repurposing content. The best time to repurpose content, believe it or not, is actually when you first click "Publish" on your blog. How so, you might ask. When you publish a blog, you already know how many subtopics or bullet points are in the post. Additionally, you've just created images to enter into the blog.

The best time to repurpose content, believe it or not, is actually when you first click “Publish” on your blog. How so, you might ask. When you publish a blog, you already know how many subtopics or bullet points are in the post. Additionally, you’ve just created images to enter into the blog.

Using tools like Hootsuite and Buffer, you should create the various iterations of the the social media posts that link back to the blog. Schedule these to be posted at different times during the day and different days of the week. Then move forward a month or two and create copy and paste a handful of the posts to be republished. On Twitter specifically, it is absolutely okay to publish the same post multiple times. On your other networks, consider the number of followers or fans before scheduling the same post or similar posts multiple times in a row.

Reusing and repurposing content is the number one thing your business can do to ensure you have enough content to fill 365 days of the year. By following the ideas laid out above, you can ensure your brand remains on point and that you still have time to focus on the aspects of your business that require daily attention.

How else have you repurposed content for your brand?
The Truth About Repurposing Content: 70% of small businesses in the US are owned and operated by a single person.* As a solopreneur, how on earth are you supposed to create enough content to fill 365 days in a year? As a small business where you wear multiple hats everyday, how are you supposed to create enough content? No matter what systems you have in place there simply isn't enough time in the day to create a new piece of content every single day of the year. So, what should you do as a small business to make sure your followers remain educated and in tune with your brand?

(eCapital: 20 Small Business Facts Your Might Not Know)

The Truth About Repurposing Content: 70% of small businesses in the US are owned and operated by a single person.* As a solopreneur, how on earth are you supposed to create enough content to fill 365 days in a year? As a small business where you wear multiple hats everyday, how are you supposed to create enough content? No matter what systems you have in place there simply isn't enough time in the day to create a new piece of content every single day of the year. So, what should you do as a small business to make sure your followers remain educated and in tune with your brand?

The Truth About Repurposing Content: Your complete guide to recycling and reusing blog posts as marketing collateral

 

Choosing a project management tool as a small business can be quite challenging. The tool should be able to grow with you and integrate into other systems. Especially with remote team members, you need to make sure everyone is on the same page and that you have the ability to take a snapshot quickly of the progress of each project. For a long time, we used Google Spreadsheets to keep track of contractor activities, but soon found this to be too much of a nightmare as we grew. We’ve discovered Asana and Trello to be incredible resources for us and our client teams with whom we are working.

Though we all wish Salesforce was within our budget, Trello and Asana both have free platforms that you can utilize as you are just starting out. This blog compares the free versions of Asana and Trello to help make your project management app selection process easier as you are starting out with your business. 

A little background on Asana

Asana is a popular task management app that strives to manage team’s internal coordination. It has a simplistic UI design with the following features:

Asana for Task List and Project Management

Tasks: Tasks are the items that you need to complete or remember. They are organized into three groups: Today, Upcoming, and later. Each task can:

  • be assigned to one individual, but the task can be saved to multiple Projects. So, if two projects rely on the completion of a single task, you would include this on each.
  • have subtasks that relate to the main task
  • include tags for each sorting and organization
  • have set due dates including recurring due dates
  • have comments and descriptions making it easy to specifically communicate regarding one item.

Projects: Projects are made of all the tasks within one project. You can separate the tasks out into different Sections within the Project. The free version of Asana allows you to create 3 Projects. You can either view the tasks within a project as a Bullet Point checklist or using the Kanban system, which utilizes board to display the information.

Organizations or Teams: These are the divisions within Asana. An organization is everyone with a set business email address and then they can be broken out into teams. Within the free platform, you belong to one team, but can also have a personal workspace.

Drawbacks of Asana

Though Asana is a simplistic, it can be difficult to sort through which tasks are due when, specifically with recurring tasks. The future iterations of a task do not appear on your list or calendar until the current iteration is complete. Additionally, the integrations with other applications typically only works with the paid version. Lastly, sub-tasks can be difficult to work with as they can lose their connection to the parent task. For many projects, we’ve moved these subtasks to parent tasks and just named them to make it clear they belong grouped together.

A little background on Trello

Unlike Asana, Trello is a task management app that only uses the Kanban system to organize projects. It is much like using sticky notes on a white board to create a visual display of upcoming, in process, and completed tasks.

Trello for Kanban Project Management

Some features of Trello:

Board: A board is a process in development or a project underway. It is made up of Lists and Cards.

List: A list is a way to divide a board into different categories. These appear as a vertical stream of cards. We typically use each list as a step in the development process including lists for work in progress, needing approval, and complete.

Cards: Cards divide a list into the specific items that need to be completed. These can be made of checklists, uploads, descriptions, notes, and comments, and can link to documents and images. For each card you can:

  • add members
  • use labels for organization
  • create checklists
  • assign due dates (not recurring)
  • subscribe, copy, and archive.
  • move the card from one list to another until it reaches completion.

Drawbacks of Trello

Though I love the simplistic feel of Trello and how easy it is to visualize your progress, it does become a little messy once you have multiple cards, lists, and boards. When multiple people are assigned to numerous cards, you may lose track of an item that is your responsibility to complete. Lastly, our team has a lot of recurring tasks, making Trello inefficient for us to use as a management system.

Final Thoughts

I personally like both Asana and Trello, however we do utilize Asana for managing our own tasks and those for our contractors. This is because you can view items as a list, as calendar due dates, and as boards. Trello really only allows you to view the items through the boards (the Kanban system). Yes it’s great that you can move items between boards easily, but at the same time having that calendar functionality to see when a project is coming up and the ability to see a chart of the progression of a task is a great asset to have for your team. Also, we utilize the recurring due date function within Asana. 

Either free platform will work for a small team to manage their tasks and I highly recommend checking them both out. Be sure to let us know which you decide to use for your business!

Asana vs Trello | Business management with Asana | Business management with Trello | How to use Trello for business | Use Asana for business | Project management tools | how to manage projects | Free software project management | Tools to make business easy | Project management tools for small business - Trello vs Asana

Asana vs Trello | Business management with Asana | Business management with Trello | How to use Trello for business | Use Asana for business | Project management tools | how to manage projects | Free software project management | Tools to make business easy | Project management tools for small business - Trello vs Asana

Asana vs Trello | Business management with Asana | Business management with Trello | How to use Trello for business | Use Asana for business | Project management tools | how to manage projects | Free software project management | Tools to make business easy | Project management tools for small business - Trello vs Asana