by Amber Miller | Nov 16, 2014 | 1Shopping Cart, Blog, Ezines, Infusionsoft, Marketing, Social Media, Training
Is your email marketing a well-oiled machine? The simple 5 step email marketing plan.
Now, if you are like any other business online you more than likely incorporate email marketing into your marketing arsenal. You need to ask yourself, are your emails creating the sales you need them to create to sustain your business? Most online business owners would answer no that that question. I am going to share with you a proven system to get your email marketing working for you like the power house that it should be.
First, let me be clear you don’t need the biggest most expensive piece of software and you are not going to need a mega list to see results from this simple 5 step plan.
Each and every email that you send out needs to have one of five clear and understandable purposes.
Indoctrinate– This email is to teach them who you are.
Engage– This email it to engage with your leads and get them to purchase your products/services.
Ascend– This email is to get them to purchase additional products/services from you.
Segment– This email will tell you what they want to purchase next.
Re-engage/Win Back– This type of email is to bring them back into your sales funnel.
Each one of these emails is dependent on the previous email which creates 5 different stages of email marketing.
The process looks something like this:

Not utilizing this simple 5 step email system can be a very costly mistake. Once you understand this email system and how each email works you will be able to create dynamic auto responders that work.
Each step must be done in a specific order because you can’t have one without the other. For example you can’t have engagement from your list until you have introduced yourself. And you can’t segment your lists until you have engagement. Make sense?
Let’s take a closer look at each step in chronological order.
Step 1- Indoctrination (Introduction)
Once you have a lead that has opted in what do you do?
The first step in the 5 step process is going to be to introduce yourself and your organization. In this first email you are going to indoctrinate them into your system/processes.
This first email is going to:
- Tell them who you are
- Tell them what you and your organization stand for.
- You are going to tell them why you are different.
- You want to let them know what they should expect from you.
- Let them know how often they will hear from you.
- And let them know what they should do next or what the next step is.
- This type of email they will only receive one time
Step 2- Engage with your lists
The purpose of engagement emails is to convert your leads into customers. These emails should be making offers to your lists. Your engagement emails should be a series of emails spread out over a designated period of time.
Step 3- Ascension
Every customer you obtain through your engagement series should also receive an ascension series. This is a great way to cross promote other products/services you have or offer higher ticket products/services once you have built trust with lower level products/services.
One great example of this is to offer free content then quickly move to offer additional higher level content by offering a pro level or upgrade.
Step 4- Segmentation Emails
Now the goal of segmenting your lists is to get your potential customers to raise their hand (so to speak) and show a level of interest into something you are offering them.
When they do show interest via an open, click or opt-in they will be placed within the appropriate Engagement Series. This does mean you may have several Engagement Series created for different purposes. For example let’s say you sent an email to Linda and Jim about your free report. Linda opened the email and downloaded the free report. Once she did that it triggered an action in your auto responder to say Linda is interested in this subject/product. Once that has been triggered she is automatically going to receive an upsell offer to a related product/service that you offer.
Now Jim was not interested in this free report which let you know 1 of 2 things 1) he was not interested in this product/service 2) he didn’t have time to open it. The next email could be one of 2 things 1) a new offer 2) the same offer presented in a different way.
Segmenting your lists and moving them through the sales funnels for the different products and services you have can set off a chain reaction of sales.
Stage 5- Reengagement/ Win Back Emails
Okay, now what do you do when your lists lose interest and stop opening or clicking on the emails that you are sending to them?
If you said leave them alone you are making a HUGE mistake. Doing this can and will leave sales just lying on the floor and can results in huge income just lost.
If you want to capitalize on your low hanging fruit it would be in your best interest to set up an auto responder that is designed to re-energize your tired lists. This process brings them right back into your funnel and throws them back up into steps 3 and 4.
One way of doing this is to threaten to take something away if they do not take action now. Another way would be to tell them you miss them and offer them something of value for free if they take action now. Another way to do this is if you offer a free trial moved to a paid service. You could re-introduce the free trial by “extending their free trial”. There are several creative ways of doing this.
If you are looking to have a professional team to create, implement and manage your email auto responders series for you contact the Smart To Finish Virtual Assistant Team. We offer professional email marketing support including Infusionsoft virtual assistant support and can assist you in tailoring this 5 step sales process to your specific needs.
written by – Skye Hawk, Smart To Finish Diva
by Amber Miller | Nov 3, 2014 | Blog, Delegating, Entrepreneur, Featured, Infusionsoft, Marketing

Are you overwhelmed by your To Do List? Is there so much to do that you don’t know where to start? If you are doing tasks that someone else can do, then who is doing the tasks that ONLY YOU CAN DO? The answer: ???? Effective time management = The ability to delegate.
For most everyone, regardless of position, the cliché is true: Time IS money. If we don’t manage our time correctly, the business won’t run smoothly and there will be things, important things, that don’t get done or aren’t done correctly. If you are like most people, there is always the temptation to do it all yourself, because it is easier than delegating it to someone else and trusting that they are going to get the job done right. However, if you are stuck in that mind set, you are also stuck in the rut of “too much to do and not enough time to do it”. There are steps you can take to bring focus to your life, both professionally and personally, and organize your day so it doesn’t disorganize you.
The first step is to realize you need to delegate. Without the willingness to delegate, learning about time management is like cooking a delicious meal and then just sitting at the table and not eating it. Sound ridiculous? Yes, is does. But so is trying to do everything yourself. Delegate, delegate, delegate. You may ask, “How do I decide what to delegate and what to do myself?” Here are some tips:
Surround yourself with people you trust and who can do things you can’t do. Having a team you can rely on, a team with skill sets that you don’t necessarily have, is vital to any organization’s success. You personally don’t have to know or learn everything about everything. That takes a lot of time, energy AND money. You don’t know HTML? When you need your website updated, it is a wonderful thing to have an HTML diva on your team who can do it for you. You’re not a good copy writer? Delegate it to someone who has a way with words and knows the ins and outs of today’s market place. You can decide to delegate and then have the final approval and, yes, control the outcome.
Make a list of what needs to be done. This is a complete and comprehensive list of tasks – from answering the phone to making bank deposits and everything in between. Daily, weekly, monthly, quarterly, and yearly things. Things like checking emails, calling clients, picking up and dropping off the mail, doing annual inventory, sweeping the floor, setting up a webinar, arranging travel to a quarterly conference, etc. The list goes on. The important thing here is to make sure the list is complete. Write down the things you do as you do them and how often you do them and how much time it takes to do them. This is an excellent way to get an overall time snapshot of your world.
Mark the things on that list that ONLY YOU CAN DO. Not the things that you WANT to do, mark the things that only you can do. These are things that are unique to your position, whatever that is – functions that only you can perform. This can be the hard part, though, because there are probably things that you have been doing that you like doing and want to do, but someone else can do them. You need to let go of those things. You need to focus your time and effort on areas where you are most effective. That is usually doing the things only you can do.
Provide the details when you delegate to other people. How you delegate tasks to other people is as important as the actual delegating. If you don’t provide enough information when you delegate (details AND a deadline), then don’t expect the results to necessarily be what you want. Yes, occasionally there will be someone who “knows what you are thinking”, but most people don’t know unless you tell them. The degree of detail you provide is directly related to the level of success you can expect when you delegate a task to someone. Of course, delegating the task of sweeping the floor doesn’t sound like it needs much detail, right? But if you don’t specify that you want all of the furniture moved and swept under, then those lint balls will probably stay under the desk. If you delegate the task of organizing your filing system and don’t give any detailed instructions, then you probably won’t be able to find that file you are looking for when you need it. Always be sure to delegate with details and a deadline.
Trust them to get the job done. Micromanaging is NEVER a good thing. It will suck the time out of your schedule, and it can be worse than not delegating at all. If you have ever had to work with someone “looking over your shoulder”, you know that is uncomfortable and counter productive, so don’t do it when you delegate. If you have surrounded yourself with knowledgeable, trustworthy people, you can delegate and let it go. People tend to live up to expectations, so if you maintain a high standard of expectation, your delegation process should be a success.
Be willing to adjust your delegating plan. We always have the best of intentions when we start anything new, and this is no different. Once you have your list made, your tasks assigned (to yourself or to others), and your people and your plan place, be flexible and willing to adjust along the way. If you have a team with diverse skills, then you should have no problem in delegating to the right person to get the job done, on time, and the way you want it done.
Regardless of your situation, whether a solo business entrepreneur or a high level manager, your ability to delegate is a key to smooth work flow and overall business success. When you figure out what only you can do and delegate the rest, you are well on the way to the next level. Have a “Delegation Revelation” and take the first step: Let the Smart to Finish Office Solutions virtual assistant team come alongside you to implement your day to day operations and Infusionsoft support, so you can focus on your mission and your passion – DOING ONLY WHAT YOU CAN DO! Happy Delegating!
written by – Janet Broer, Smart To Finish Diva
by Tina Walker | Jun 19, 2014 | Featured, Training, Wordpress Maintenance
I’m not going to pretend like maintaining your WordPress website is fun, it’s just like any other chore, it’s work and can often be the last thing you want to do. But, it really is extremely important because if you don’t ; it’s possible you will come up with something like the image in this article.
The potential that your website could be hacked is only one of the potential risks of not maintaining your WordPress site. Here is a small list of items that maintenance assists with:
- Slow Website: WordPress websites run off a platform called PHP. In order for WordPress to run, the server that it is hosted on also must run PHP. As new versions of PHP come out, eventually older versions are phased out.Server’s upgrade to the newest version and remove older versions. If you don’t keep up on your maintenance – your PHP version may not run on your server anymore. This could cause considerable down time while updates are performed and in some cases I have found that the clients theme no longer is maintained and it takes considerable time to get the site back up and looking great again.
- Hijacked Website: It is sad, but there are people, even companies out there that search for sites that they can find a security breach in, through a plug-in not updated or through a theme that someone found an open door in. They hide scripts within the file structure that they have made access into. You don’t see the script by looking at the website, but behind the scenes they are sending emails out using your IP address. Eventually you’re hosting company or google see’s massive traffic. Your email addresses can be blacklisted, your site can be marked as a warning by google not to visit the site, and you can lose a lot of visitors while the issue is worked out and the scripts are found. Typically this is at minimal at 72 hour downtime, sometimes more.
- Broken Website Functionality: Your host makes a server upgrade, you notice that your contact form has been a little slow, or actually maybe more than a little slow. You go review your contact form only to see an error after submitting! You go back to your host or your web developer and find out that because of the server upgrade, your contact form hasn’t worked for two weeks. How many clients could you potentially lose in two weeks?
- Data Loss: WordPress websites run off of a database. I have reviewed many hosting plans, many offer backups, but in the small print, it tells you that you are the responsible party for your data. They cannot and will not guarantee that a backup is in existence and sometimes that back-up might be weeks or months old. Think about the work that has been done on your website in the last 30 days. How many man hours would it take to reproduce the work if the only backup available was 30 days old? Even worse, what if the backup didn’t exist?
These are just a few of the items that website maintained can prevent! Your maintenance list can be divided out into Daily, Weekly and Monthly Checklists to make it easier. Smart to Finish also offers maintenance programs for you, just let us know if you would like to be added to our maintenance calendar.
In my next article we will discuss the daily, weekly, and monthly checklist along with important preparation steps. If your site has not had maintenance performed, please consider it now. The benefits could save you hours of headaches and once your site is updated to the latest versions, maintenance could take as little as 10 minutes per week.
by Amber Miller | Nov 19, 2011 | Blog, Infusionsoft
I LOVE infusionsofts automation links. I love what they can do for the client – the prospect – and the webmanager! Many don’t know the power these links have and think that these links are only good for tracking clicks. Here is an example of how I like to use the links. There are several reasons – but here is just one of my favs…
So you send an email to your list about an upcoming teleclass or webinar or even a livestream broadcast you are leading. This is free to your community of subscribers. Typically, users would send an email to their list with a link to a registration page. This sometimes is needed – as this page can provide more details, etc (and if you are also promoting outside your list to affiliates, facebook, etc, you would need this page still.)
But – why not take another approach to this. Put these details in your email – and then use the automation link to “automatically register” them. Why make your subscriber who has already signed up to be in your community – sign up for something again? With the automation links in infusionsoft, you can simply instruct them to “click here to automatically register”. The actions behind this link is to then tag them and add them to the follow up sequence for this particular event.
One less action step needed for the prospect 🙂
Recent Comments