Rooted In Revenue
Marketing
Episodes
Wednesday Mar 20, 2019
Typos on your site can cost you money - tips to fix it.
Wednesday Mar 20, 2019
Wednesday Mar 20, 2019
Karen and Susan cover where the typos are and how it can affect your credibility and make it more difficult for your sales team to build confidence with prospects. Listen to the full episode to get examples, details and an action list.
Susan's List of task reminders to keep it current.
Karen's secret tool to help you find the typos fast.
Check your own site for links to internal PDF files, videos on a YouTube channel, too - those change over time, especially since people are converting personal channels to business channels.
Tuesday Nov 06, 2018
Sales Engagement to Enable the Buyer = Buyer Enablement
Tuesday Nov 06, 2018
Tuesday Nov 06, 2018
What have you learned about Buyer Enablement, beyond the evolution of Sales Enablement?
The sales people need to see how the buyers are responding to what they are doing.
What do buyers really want from salespeople? Well, we're not doing a very good job of getting them what they truly want.
If we're going to enable our salespeople, we need to ENABLE them to help the buyer. If they can't, we are failing at Sales Enablement.
The old sales training techniques no longer work. The role of the sales person has shifted over the past two years. Sales people are an information conduit to allow the buyer to preview what they may need. They almost become a concierge. It becomes a service role. Sales people have to evolve.
Do Sales & Marketing need to be aligned? You'll have to listen to find out.
Susan's guests today are Orrin Broberg, CEO/President, Modus and Alice Heiman of Alice Heiman, LLC and co-founder of Tradeshow Makeover.
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About Modus:
Modus-built applications are intuitive because salespeople don’t have the time to be trained. Salespeople can customize their presentations and you can create strategies which govern the content users see. Your salespeople in France will only see collateral in French.
Modus Provides Companies a Complete Digital Transformation of their Sales Distribution Channel Strategy
Your remote salespeople worldwide don’t have the luxury of an online connection when meeting with clients. With our enterprise digital sales enablement platform, all the information salespeople need for the next sales call is immediately available on their tablet, phone, or laptop.
Tuesday Oct 16, 2018
You asked for their email, now what?
Tuesday Oct 16, 2018
Tuesday Oct 16, 2018
I find this common with smaller B2C businesses where you create a way to subscribe and never do anything beyond collecting the information.
A subscriber is someone who has already shown an interest in your company, products or services. They trusted you with their email address and possibly other personal information such as a name, country or more. You have their interest, NOW. So what happens after they subscribe? You need to be able to answer these questions:
What does their confirmation email look like?
What does the first email they will receive after that look like?
What is the call to action? Is it still relevant from the time you created it?
When was the last time you tested EVERY drip in your campaign and every step of subscribing?
How many automated drips do you have to go out them, and at what regular intervals after they subscribe?
Do each of those have a link back to a landing page on your website and a call to action relevant to the email message that went out to them?
Remember: One message, one ask in an email. Keep them focused.
When you create your drips to you try to save time by duplicating the previous one and editing it slightly? Nothing wrong with being efficient, but don't be sloppy. Make sure your call to action link, AND the image in the email go to the same landing page that continues that topic. Don't just take them to your home page where they are left to wonder around "the lobby" of your website. Keep them focused and moving forward toward conversion. You want them to either do another thing or give you the order or set an appointment. You also want it interesting and helpful enough they'd be inclined to forward your email or share it out to their people.
I HIGHLY recommend enlisting someone NOT working for your company to subscribe and go through the journey. You want a detail-oriented person who will click on the image and the call to action. Ask them to give you feedback about the email - content, links working, landing page. PAY THEM to do this or give them a gift card or something, if it's a friend. OR return the favor for them. My husband is my tester. He's caught images that the link didn't match the call to action, typos. We get in a rush sometimes and need another set of eyes. Our websites also change in structure every few years so they links need to be updated.
Want help creating or testing your subscriber journey? Email me: [email protected] and we'll set a time to meet.
Friday Oct 12, 2018
B2C: Simple ways to build credibility - maps, reviews and top 10 lists.
Friday Oct 12, 2018
Friday Oct 12, 2018
There are a couple of free, simple tools you can use to stand out to your local market and potential clients. If you are a business that relies heavily on local traffic and customers, you need to take advantage of some free tools to build good will, establish yourself as a trusted resource provider and get points for being a good business neighbor.
1. Custom Google Maps:
Create a general map with your own custom pin icon, make it public. Add a great description, mention your own company name and URL. Then, add layers by topics: favorite restaurants, nightlife, best vendors and the ADD the businesses you want to support.
I will caution you, if you want to add a business that is perhaps not very active online or you are a rare customer who had a good experience with them, don't list them. Make sure they have good reviews because your recommendations of these businesses directly reflects on your business.
Be sure to be logged into Google AS YOUR BUSINESS persona. You want your business to stand out when you create this map. Create a custom pin with your mark. If you need help, email me. Shouldn't take me more than 15 minutes of billable time to get this done for you - just need your logo.
When you add a business, be sure to describe WHY you are adding them. Something only locals would know or your favorite dish, service they offer, a stand out employee.
SHARE your map out everywhere, add it embedded on a webpage - not your home page, but an inside page and share out that page to drive people to your site.
2. Google Reviews:
Find these same favorite businesses, places, events and create reviews for them on Google. Do not post anything negative. This is to be an UPBEAT, local business supporting thing that you do. 4 star and 5 star only as your business. As you personally, you can get a bit more gritty, but even then, be careful about negative reviews. People can retalliate and it can become a review war.
Tell people WHY you like the business - specifics. Add a photo. When you go to your favorite places, take a photo and use it for reviews, maps and posts later. Try to post 2 reviews a week AS YOUR BUSINESS persona on Google. This builds authority and the businesses will start to notice you and may return the favor or at least recommend you.
3. Top 10 Lists:
I know I search in a city and then for: Best live music, best desserts, etc. Make your own lists. Have it related to your industry so that you are recommending possible strategic partners that could do the same for you. Think about a stylist -- having them make a list of top pampering places - massage, nails, boutiques, personal trainers, etc. could start to build a nice network of businesses cross promoting each other. Be sure you have added these same businesses to your list and your reviews AS THE BUSINESS. When you post as the business, you can still add your name if you want to add warmth to it and so that business would know who to recommend.
Need help with these strategies? Contact me - [email protected] so we can come up with a plan for you or your business. I can teach you how to do all of this and more.
Tuesday Sep 04, 2018
Let your past podcast episodes do the heavy lifting.
Tuesday Sep 04, 2018
Tuesday Sep 04, 2018
Your past podcast content can do a lot more work for you to drive traffic, build credibility, open doors to prospects. I'm counting on the fact that you have a site for your podcast episodes and that you are connected in all the usual spots: iTunes, Stitcher, Libsyn, Blubrry, GooglePlay, etc. But you've had your show a long time. Why not put a new spin on past great episodes - new title, graphics and cover different points in the post, possibly edit the file a smidge or add commentary to the file? This can give you more content, easier and breath new life into your feed.
Most of the time, after 20 episodes, your past doesn't show on your iTunes channel. If you bring back a show going back further, you not only can revisit a topic, but you can reach out again to that guest and let them know you still find their episode valuable and want to give it more exposure. Send them the embed code, new graphics, new link and see what happens.
For more tips, or if your team is stretched already, come up with a monthly budget to schedule out 2-4 of these "best of" episodes each month and let me help you. [email protected]
Tuesday Jun 19, 2018
Is Your Exhibit Booth Boring - answer - YES IT IS.
Tuesday Jun 19, 2018
Tuesday Jun 19, 2018
Let's talk about what used to work, sort of: 6 foot table, skirt - branded or not, logo behind, business cards, two chairs, fishbowl for cards, bad candy to give away. (YAWN!) A total waste of resources. You must be memorable. You must be a destination booth at the event. If you don't have a booth, you need to do SOMETHING to stand out.
Listen to this episode for ideas for ideal give aways, engaging activities, treats, swag and more.
After the break we'll also tell you what to avoid doing, hint: Buzzers, bells, anchor drops, puppies. The ideas range in budget - something for everyone.
Monday May 21, 2018
Testimonials - the glow of the moment: make the most of it.
Monday May 21, 2018
Monday May 21, 2018
After you close the deal on a house for a client - be there for the moment when you hand them the keys or do it in your office when you hand them the keys - while it’s fresh and the emotion is sincere and spontaneous,
Get their permission respectfully. No one wants to feel used or like a poster child to build your client base. Tell them how YOU felt helping them complete the transaction.
Get the permission in writing - tell them how you’ll use it.
How about after you receive notification of a glowing recommendation on Google or LinkedIn or Facebook, Yelp and the like? Reach out to that client immediately, thank them and thank them publicly. At that point ask them if they’d be willing to give you an audio or video testimonial. Video is ALWAYS better because you can extract the audio for other purposes, to mix with a loop of recordings and more.
In the case of a written compliment or testimonial, create a branded graphic with it so it looks special and send them that as a thank you with a link where it will appear.THis holds true for books - printed or digital. If they gave you a review that you are using in the book, SEND THEM A COMPLIMENTARY COPY with the graphic and tell them which page it appears on - even if it’s at the back, jacket cover or somewhere else. People appreciate being appreciated.
After your event or workshop. Same ideas apply. An exit interview is perfect. AND if it’s not as complimentary as you’d like, it’s great feedback to address. Be brave and have your interviewer ask for the positives AND where you can improve. Follow up. You will continue to build your advocate network this way and generate longtail revenue.
Monday May 21, 2018
Event Marketing Budgets & Digital Marketing
Monday May 21, 2018
Monday May 21, 2018
Every year businesses determine what their marketing, sales, sponsorship, advertising, social,etc, etc line items will be in the budget.
If you are an entrepreneur and not doing this I would highly recommend you find a money manager and start doing this.
What many businesses forget to think about (or it's an afterthought) is events.
Events are magic.
Alright, maybe that's not the best selling point for me to give to justify adding events into your annual budget. Let's look at every major consumer brand in the US. Every single one of them does events. They spend hundreds of thousands and millions of dollars to get eyeballs on their brand and samples of products in consumer hands.
The #1 reason to do events is visibility and brand awareness.
These brands look for an ROI, but do you know that it's not always a cash/revenue ROI that they want to see?
They want to see impressions. How many people saw our product and within that there are calculations to figure out the reach of what one individual consumer is actually worth in impressions. It's a complicated math game.
So, if these brands think it's important why don't you?
You don't have to spend hundreds of thousands or millions of dollars. Let's start small.
You are an entrepreneur and have a service that you offer (coaching, tech, social media, etc). You can invite 5-20 people to an event and charge then $0-300.
This event can be held in your living room, an art gallery, a golf club or resort, a gorgeous meeting space in a local hotel. Heck, even the library. These spaces will cost you anywhere from $0-$1500.
Your invite your guests to come to a local half day or one day event to learn from you on a specific area of your service.
You show up and deliver an abundance of value and they walk away feeling like they just won the lottery. What really happened here?
You just made an impression. Hundreds of them.
If you delivered tons of value...
They are going to see you in a different light. They will see you as the expert.
They will tell their friends and business associates about you.
They will share your info on social media.
They may hire you for your expertise.
An event like this doesn't require
A lot of planning
An event planner
A large budget
Let's simplify this even more.
Invite 5 of your closest business associates to a 2 hour session for free or for a very low price to give you feedback on a presentation that you have been working on. Ask for feedback and referrals. Let them know up front that you'll be asking for feedback and referrals, so that they come prepared.
Do this. Experiment. Get out of your comfort zone.
The do it again with a larger crowd. Invite your 5 friends back and ask them to bring one person with them the next time.
Each time you do this you begin to get more comfortable and confident in your content and the service that you offer. Talking about what you do will feel less and less salesy.
Create monthly or bi-monthly events. All low cost. All local. Create a routine and become familiar to your local community. Once the word gets out that your are offering high value information in your events you will attract your target audience and before you know it, you will need to create a bigger event at a larger venue.
If you start out small like this you can create a line item for events of $10,000 or less and create something impactful in your first year.
If you want to create larger events, I recommend that you start planning and budgeting 12-18 months out. If you know your event is going to cost $30,000 then every month you start tucking away and saving money that is specifically earmarked for your event.
This process makes it easier to pay deposits when they are due. Rather than stressing about how to come up with the money, you know you already have it in your event budget and can comfortably right that check or put down that credit card for the deposits.
What I see happen all the time is business owners decide they want to create an event, then they realize the cost and they either scramble to find the money causing way more stress than needed or they toss their dreams aside and forget it OR they try to create a Ritz Carlton event on a Motel 6 budge….. ON THEIR OWN….and fail miserably, swearing off events for the unforeseeable future BECAUSE events don't work!
Events work, but just like everything else in your business you need to have a budget and a strategy.
If you run a marketing agency, especially a digital marketing agency and don’t have an event arm in your business strategy you are doing your clients a disservice.
Hold up, don’t be mad. I’m trying to help you out here. There is so much focus on the digital side and you are working SO diligently for your clients. It’s an uphill climb to get visibility, to get their product or service out, to get engaging customers. I know your struggle. We live in a very loud world where everyone is trying to get everyone else’s attention.
How do you stand out in the chaos?
This well known but underutilized tool called events.
If you showed up with an event strategy for your clients that pulled their customers into a face to face, hands on experience you’ve just changed the game. You’ve now opened up another marketing channel that probably was not in use… WOMM. Word of Mouth Marketing. WOMM is a powerful marketing tool. It is not dead. It is alive and well. Look at every movie you’ve watched and who have you told about it? What about that bad customer service or the great sales on shoes? You’ve called your friends, told your co-workers, cousins, bosses, nanny, neighbor, everyone and shared an experience that you had with a brand, company, movie, etc.
This is why events are so dynamic and this is why it’s your responsibility to show your clients that value of creating live events.
If we go back to my post about having an event budget, you will see that I talk about what the major consumer brands are doing. They are actively every year putting their products in the hands of their consumers.
I hear you saying, well I don’t have a product that I can give away. I disagree. You can pull anyone in to play and test your product in your offices. Create a fun tech day and invite potential customers to come in, eat some food, learn about your services and get their hands on your product live and in person. SIMPLE.
You don’t have to pass out millions of samples, you can invite 5 to 10 local businesses in for a day or a couple of hours.
CREATE SOMETHING.
Be innovative. Your clients will appreciate that. They want that. They need that. They are hiring you to help them stand out from the noise. If you are just doing to some old offerings and programs you give to EVERY.OTHER.CLIENT. then you, my friend, are missing an amazing opportunity.
Expand your services, hire an event consultant (ahem...I’m available) and create some interesting and innovative ideas for your clients. Now YOU are standing out from the noise and are helping them do the same.
Let me say, that I see the lack of event ideas in the small, entrepreneurial marketing agency space. The big digital agencies have this down to a science. I recommend taking a page from their book and increase the offerings and calibur of your business. Watch it change your world.
Monday Apr 23, 2018
5 Simple ideas to generate leads before the conference
Monday Apr 23, 2018
Monday Apr 23, 2018
You know you need to participate in industry conferences. You decide which capacity for each one whether your are simply an attendee, an exhibitor, a speaker or a host of a special event at the conference such as a cocktail party or gold event. When that decision is made, the clock of effectiveness is ticking. How will you add this to your already full schedule of tasks?
I’ve done this for several clients with great success. They were shocked at how much of a difference this effort made in their HOT leads and advocates. They never realized how much money they were leaving on the table and how their half or quarter effort was really just going through the motions at these conferences and trade shows.
We also realize it doesn’t end when you head back to the office. That’s the afterglow of the conference. We aren’t done yet. Before you get back into your routine, we’ll have continued engagement to maximize your new potential clients and advocates.
Do you have conferences coming up? Do you have enough staff to really make a grand entrance – I’m talking trumpets and rose petals. If not, you need our help. Let’s talk and see how this would look so you can plan. Try to give me more than a couple of weeks’ notice – really. Months are better!
Do you need help determining HOW much to host, promote and how to execute it? Short handed - that's where Lany Sullivan comes in. You need to schedule some consulting time with her to determine HOW to make the most of the event. Head on back to me to help create the materials to execute the plan.
Go under the "events" category or Hosted By Lany to listem to more of her expertise.
Friday Apr 06, 2018
Why you need an online pressroom.
Friday Apr 06, 2018
Friday Apr 06, 2018
In one of our earlier episodes we covered your online media kit where you need to have the bios, photos and logos you want others to use. This is a continuation of that topic. Your online pressroom is about credibility. When you have credibility, it adds to your authority, which adds to your trust which means more people will trust you with their business. This page should be linked from your online press kit and be maintained regularly. It can includes all types of content where you or your company was interviewed, reviewed or mentioned. This includes:
Radio interviews
Podcast interviews
Television interviews
Video interviews
Magazines - print and online
Newspapers - print and online
Professional organization posts
Complimentary posts by others about you, your product, your company
Reviews online
Testimonials
Tips to include these on your page:
Create a page with sections for the types of coverage. People that are prone to watching videos, or listening to audio files would want them all grouped.
You may list and link to the original source, but also save a copy for yourself. The reason why is sometimes these sources go away, close down or reorganize their sites. When that happens you have broken links and it can actually undo the credibility you are trying to build.
When you are including audio files, include a way for people to also embed the episode or at minimum share it. Same with video.
If you have an outstanding interview, you may want to include the transcript from it in txt or rtf format. If you do include that as a download, be sure to BRAND it.
Magazines in print and newspaper, scan the actual article for your records and include the magazine logo, newspaper header, date, etc. Go to the online version and print to PDF for your own records and then you have back up. In your list, link to the online version as a thank you to the publication, have a link to the PDF version of the article from your scan or the version you printed to PDF online
Magazines:
Family Circle Magazine | June 1997 | (author) | “She’s Got ‘Em Covered” | PDF
Podcasts:
SLMA Radio | May 2016 | James Obermayer | Strategic Volunteering | EMBED
If you require permission for people to use any of the PDFs, audio or video interviews, be sure to state your policies on this page, too. Usually this statement is only needed on your Online Press Kit page.
Periodically have someone check the links on this page to make sure everything is working. Simple things such as when a site finally gets HTTPS compliant can break a link if they haven’t handled the transition properly.
On this same page include a form for people to fill out to request and interview or speaker.
If you have people on your team that do speak regularly, you’ll want a table with a thumbnail of heir headshot, name, title, and link to their bio from your press kit page.
Set up a watch on your company name, key leadership and your product names through something easy like Google Alerts. I’m always surprised how often my non-profit, Binky Patrol, is mentioned in small community newspapers. I’d never know about more than half of the articles without Google alerts. Even small mentions can make a big impact. I think back to a tiny side column article in Family Circle in 1997 and 45 second mention on the Oprah Winfrey Show in 1996. We still have credibility because of those two small items in such a huge venue.
If you need help setting this up, please let me know. More tips can be found on my website: https://susanfinch.com/rootedtips/
Monday Mar 26, 2018
Monday Mar 26, 2018
How do you know if your marketing dollars are leading to revenue unless you can track it? Even small businesses that have one or two events a year need to be tracking how their efforts pay off. Sometimes we pay for ads in directories, sponsor events, sponsor a local team of kids, put an ad in the church bulletin, boost our listings in the Chamber of Commerce or other business organization listing. Don’t you want to know if it worked? Don’t you want to know if people not only saw the ad but clicked on it? Sometimes these sites and situations have strict guidelines as to what the links can go to.
Sometimes you need to be able to SAY the link out loud from a stage, podium, on a podcast, over lunch - don’t make it difficult. If you know you’ll be SAYING your domain regularly or one to promote your event, make sure you get a domain that is easy to spell, remember and SAY.
How many of you have ever heard on a podcast, video or show, “How can listeners get in touch with you?” and the guest stumbles out a clumsy answer, “Go to our home page: www.mycomplexdomainspelledweirdly.com and then click in the left on the button that says, “special event”.
Here’s all that’s wrong with that:
www - your domain needs to resolve with and without www.
Your domain needs to automatically resolve to the SSL version of your site - you’ll need to buy an SSL certificate and set it up properly so that no matter what page people go to without https:// it will flip to https://
Your domain needs to be LOGICAL and EASY to say and spell. None of this Eleet E - l - e - e - t Realty type of stuff. If the real way to spell a word is gone, think of a new domain. We can’t all have .com.
Your call to action link cannot require you to then explain where they can FIND the information to click again. That final destination page needs to be the domain.
Let’s talk about resolving #4.
If you have a landing page in the middle of your website for this event or promotion, buy ANOTHER domain for THAT thing and have it redirect to THAT landing page. You will then be able to easily market and track that domain and page. If your event is Health Jamboree 2018 and you are in Portland, and your website is: HealthyChoicesWeMake.com - you want to consider these options:
Create a subdirectory link: healthychoiceswemake.com/jamboree18, or just jamboree to always use the same URL year after year, but update the content.
Create a SUBDOMAIN: jamboree18.healthychoiceswemake.com
OR an entirely clean URL: HealthJamboreePDX2018 .com that would redirect to either a landing page in your main site, or be a specific site JUST for this event with cross linking from your main site. So many options.
Your plan all depends on your vision for the event, Is it a one time, or the first of many recurring each year or in different regions. You’ll want to plan for this type of repetition or growth when you secure your unique domain so you can follow the pattern. Keep in mind regional uses of abbreviations. Up in Portland Oregon, PDX is a common way to shorten Portland and surrounding areas. It’s the airport call letters. That won’t work well in Los Angeles - LAX because that’s also an abbreviation for the sport, Lacrosse. A lacrosse jamboree is way different than the topics in our health jamboree, but the search results may confuse and irritate those that click if it’s not completely clear.
Is this for a BOOK? A book always needs its own website with a way to purchase EVERY format: print, ebook, kindle, itunes, etc. AND you need a form that will collect information and add them to a drip campaign regarding the book, the tour schedule, appearances, tips from the book and more. BUILD and sustain buzz.
Let’s briefly talk about squeeze pages. It’s a newish, more recent term that merely describes a VERY simple, uncluttered page to drive people to ONE specific call to action:
Register, subscribe, buy, answer a quiz, watch a video, etc. Some website themes have built in squeeze page templates. Many CRM services offer squeeze pages with unique URLs for sharing and tracking.
These same rules applies to hashtags for your initiatives, products and events. It’s OK to ride the hashtag others have used for related topics, but for your unique application and tracking purposes, be very careful and make sure it’s not already in use by a competitor, something unsavory altogether or something that is viewed with disdain by all or offends your target audience. Acronyms can be a messy place to tread.
A good tool is Keyhole: http://keyhole.co/ You can utilize their free trial to make sure your hashtag is safe to use.
Hashtracking (https://www.hashtracking.com/pricing/ ) is another service.
This list of 6 is somewhat misleading. They are not free, but usually have free trials: https://sproutsocial.com/insights/hashtag-analytics/
If you are going to use a hashtag regularly, or it is tied to a trademarked name you own, you might want to register it with Twubs: https://twubs.com/p/register-hashtag
ROOTED TIP: When you sign up for free trials, you usually have to give a credit card. Mark a LOUD reminder on your calendar for the day or two before so you END the trial and remove your card from their system if you don’t want to have it automatically charge your account.
Let’s talk about tracking.
You need to know WHO is going to your landing page, using your hashtag and from where. The easy way is to add this landing page URL, unique URL into your Google analytics. If your squeeze page is contained within your website, you’ll need to add the Google Analytics code into the page code to track it. This will also give you information as to their journey from your main site and what they did after.
Remember to add it to your Search Console, as well - be specific with the domain - https:// - if your landing page is within your main site using a subdomain or subdirectory domain/xxxx then the existing SSL you have will most likely cover it. Confirm if you are going the subdomain route: myevent.mydomain.com Some cheap SSL certs won’t cover that. Also, if you have a payment gateway associated with the event, book, etc. can you track THAT part of it?
If this is for a unique domain, you’ll need to add tracking code into the header for all pages associated with this. You can learn more about how to do that in this article as well as tracking hashtags in analytics using tag manager: http://www.trackify.co.nz/blog/tracking-anchor-tag-hashtag-pageviews-in-google-analytics
And:
https://webmasters.stackexchange.com/questions/113338/how-does-ga-show-an-url-with-a-hashtag
And here:
https://www.analyticsmania.com/post/single-page-web-app-with-google-tag-manager/
Get more tips on my site: https://susanfinch.com/rootedtips
Tuesday Mar 20, 2018
Your voicemail message - your first hello, or your last.
Tuesday Mar 20, 2018
Tuesday Mar 20, 2018
Ideally, no call goes to voicemail. But it happens. Ideally you are alert, 100% focused, perky, welcoming and clear to all callers that call you and answer with enthusiasm and respect. That doesn’t happen. Unless you have NO tasks, NO proposals, NO presentations, quotes, marketing timeline items you are working on, you will not be able to answer every call. If you can answer every single call to your landline, mobile and video chat requests, you need more business and someone guiding you to do more than wait by the phone. Chances are at that point, you are broke, hungry and most likely unemployed.
Voicemail, answering services, phone trees have been part of business going back to the 1920s with switchboards in big companies. You see them in old movies - the ladies in a small room with perfect make-up while on a headset plucking one cord, and taking that cord and connecting it somewhere else - the transfer. The switchboard operator was the first greeter many businesses had. From there, the calls might go to the executive assistant who will decide who gets through to the target or will be sluffed off to the “take a message” status.
Fast forward to today - the age of voice over IP - VOIP. Calls from anywhere and any device can be routed with the same flexibility - anywhere on any device, or multiple devices, this includes video calls. This has allowed us to further customize that initial journey of the first time or repeated caller. We even have the ability to block callers from specific numbers so we never know they tried to reach us. We can send them directly to voicemail with a canned text message letting them know you are unavailable at the moment and will call them back right away.
We have become our own switchboard operators and executive assistants. You would have hired a professional in the past for those positions. Back in switchboard days, you hired entry level people. Why would you do that now? There is too much competition for everyone’s business and attention. Make it count if they call you. Make them feel welcomed after they’ve bothered to click on the phone number on your website to “call 800-555-1212?”. After they’ve bothered to go to your contact page, read your overstuffed business card - another topic - and actually put the digits in their device to start a conversation with you.
Now, you popular people, those with high up positions, those well-connected are most likely inundated with “strangers” calling you - sapping your time, interrupting your day. AND? Do you remember when you were hungry? Do you remember how it felt to have to make those cold calls? How it felt to reach out to someone you met briefly at some crowded event - in person or online? That is still a human. A human earning a living for their families. Give them some dignity rather than disdain.
I fully admit to being annoyed when I get an obvious boiler room call. They are spam, junk, unsolicited solicitation without any goal other than gaining access to my computer, scaring me into thinking I need their service to save me from a virus or donate to some unreputable charity. When I’ve had my coffee, and a decent night’s rest, I can stay composed, polite and quickly end the conversation without being rude.
But what about those callers we WANT calling us? We are on the other line, the call goes to voicemail, unless you have a phone tree set up with a live person answering for you as your executive assistant. You want that message to be SHORT, clean, warm, welcoming. The goal is to get them to LEAVE the message so you can call them RIGHT BACK. They don’t need you telling them what day it is, unless you are at a conference and it will affect your response time. At that point, give them another way to reach someone who can help them fast.
When was the last time you called you?
Try it. Do you like the experience? Is the message even current. Don’t you hate it when you call someone you’ve been waiting on to return from a conference, and Tuesday of the following week their message still says, “Hi, this is Heather, it’s Thursday and I’m at DreamForce through Sunday….” At that point you stop listening and most likely hangup since Heather doesn’t have her act together. First impressions, or even second chance first impressions.
Some ideas for the incoming phone call journey:
A HUMAN ALWAYS ANSWERS FIRST rather than a phone tree digital switchboard.
They route the call to your personal number.
You see the call, you answer or…
You are on the phone and it goes to voicemail or
If you don’t answer will it go back to the receptionist with a different moniker so they know it’s a call that came back to them after transferring - this would be handled with more urgency than new calls coming in as they have already spent time calling you, being routed, not reached you and routed back.
Second tree option:
Calls go right to phone tree.
Is your last name easy to spell? How about your first name? Make sure if you have that type of “dial by name” system in place, you are in there by FIRST and LAST name.
If your names are always difficult for people to spell, consider routing by department or a “say the name”. But if people can’t spell your name, they may not be able to SAY your name. Back to call journey 1.
Third tree option:
All calls go directly to you - your direct line from LinkedIn, your bio on the company site.
You answer with the attitude this could be “the one” - smile, welcome them, make sure you are in a place you can hear them, even if they have a heavy accent and are in their cars.
Here are some tips for recording your voicemail message:
Sound upbeat in your message.
Don’t rush
Avoid background noise.
Rehearse or write down your message before recording it.
Blitz Sales Software reminds us to:
Share basic information:
If you’re out of the office: - BUT change it when this isn’t true.
Be courteous of your customers’ time:
Give them a realistic expectation:
Catch their attention:
Prove your attentiveness to voicemail: