(This article is part of the MicroConf 2015 Recap. Want to explore more talks from the event? Go back to the Recap Hub)
Main Concept
Designing a high-touch sales and onboarding process — that runs without intervention
Talk Recap
Background
- Co-host Bootstrapped Web
- Runs Restaurant Engine (SaaS / Productized)
- Productize
Traffic → Sales
- Goal: Run without his daily intervention
- Run on auto-pilot
- Runs in the background, becomes a sellable asset
Start of Business
- Originally, running consultation calls, answering questions, hustling through the business
- But now, automated
Consultation
- 25-minute video demo of the experience
- Educate customers as much as we can before we get on a phone call together
- Did 1-2 years of consultation calls before doing a video demo
- Qualified as much as possible before they get into a consultation
- Also offer a form to request a free consultation
CRM
- Moved automatically into Trello from the consultation form (using Zapier)
- Sales person follows up with them after they arrive in Trello
Followup
- Using email (GetDrip) to follow up with them
- Using Marketing Automation (tailored off of intake form) to drip them relevant content
Onboarding
- Customer signs up, then we get a ping on the phone
- Internal Slack chat team gets ping’d (via Zapier → Slack) to
Your Action Items
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Recommended Resources
Links to Speaker’s Websites
- Website / Blog: Casjam
- Twitter: @casjam
- Product: http://casjam.com/microconf
Share This Recap
[mc_tweet]How I Designed Our (High-Touch) Sales & Onboarding to Run Without Me (@casjam)[/mc_tweet]
(This article is part of the MicroConf 2015 Recap. Want to explore more talks from the event? Go back to the Recap Hub)