Optimize your b2b saas funnel in IS standard documents with airSlate SignNow

How to create outlook signature

all right so I'm gonna walk you through the ultimate b2b sass funnel here from end to end and basically to talk through a little pieces here give me some examples at the end I'm gonna show you what the application here looks like getting a lot of questions but what this should look like so this is the funnel you know high level let's let's dive right into some of these aspects here so starting off right at the front here let's look at this front-end piece so you have traffic sources so I mean this could be content or whatever the case doesn't really matter but first things first we'll kind of notice that there's one main pain aware article this is kind of your higher level they don't quite know they're in the best amount of pain yet they don't quite know the solution yet these are the folks that typically are not targeted by a lot of companies because most companies are after that like three percent walled up ready to buy but if you're after the folks before that you're gonna be able to get in and doctrine eight them get them into your way of thinking and you know basically show some really solid Authority so that when they do get to the point of being Waldo ready to buy you're a no brainer choice no matter how much advertising your competitors do so that's kind of this front end here and it doesn't directly lead to the next step which is the case study they have to go through understanding whatever content is here and then move from there into one of two states of awareness you do they understand the solution at that point or they've already kind of understood the solution they're looking at what is the what is the best solution for me at which point their product where so this first article you know what this might look like is in the case of a Content promotion automation software is a service so they're basically looking for folks who create on the content and they want to automate the way that they print that they promote content and you know the thing is kind of like it done for you type of service in that case article one might be something like here's thirteen ways to write more engaging content that sells or here's seventeen types of blog content that can visitors into customers the goal of this is it has to be able to be consumed in less than 10 minutes at the very high end ideally you want to be like more like 5 or 6 minutes and it has to be a succinct value that you deliver to them so the next logical step of whatever this article should be is great I like that that solves solves a need a little bit before the need for for me to get into your software product but I want to read more and when they read more they're reading stuff that starts directly relating to ok well here's how our SAS can help you do this so if they're already creating content they might want to know how to create better content at which point you're tracking them in and when they want to create better content that means they're creating content that can then be promoted in a really good way so you know for example if this if a software company was like queued up COEs like promotion channel where you basically pay in order to get content promoted like you're not gonna pay to get crappy content promoted you're gonna pay to have really awesome content promoted because it gets shared by influencers and everything else so here I want to know you know how to create better content so from there you're immediately leading them into one of two articles let's see it's either great like you read this so why don't you read more about you know here the solution where it might be more like here's a thirty to creative ways to promote your content to get maximum reach so you're creating awesome content let's talk about how to promote that content in some really creative ways or article three here might might be going right into right into something like a vague case study where you then have it locked into a real case that a where you go in more detail so article three here it might be something like how Company X increased traffic by 468 percent by automated content promotion or you might go like let's let's show you how to do it yourself and then we're gonna sell you on having us do it through the case study so it might be an article like here's a step-by-step guide to automate your content distribution using zapier something like that so with these two articles then the main thing is basically getting into that next logical step at which point one of two things happen either you're gonna retargeting into the case study or what you're gonna do is you're gonna use a lead magnet to capture their concert capture their info and then use emails to push them into case study so with if you capture with a lead magnet you know for article two this is through two creative ways to promote your content for maximum reach your lead magnet might be well here's a content promotion checklist you know get the PDF nice and simple or for article three you know if it's a step-by-step guide to automate your content distribution using zapier then at that point you know your lead magnet really is the case study that just makes total sense just hey you know here here's how we automated it for this company and how they got this epic result we're gonna walk you through the step by step and all the results and you know everything that they saw but you know you have to bring them in here first in order to really indoctrinate them before you can kind of pull them through to these to this level it's always great you know you can always go after buyers and promote all three articles if you want to and I do highly recommend it I mean that's reason why there's no errors going up to all three but the folks who come in here are gonna be the folks with the highest LTV they're gonna spend the most money with you they're gonna stick they're not gonna have a high turn similarly a lot of folks that come through here will be very similar the folks who come right through here they're they're gonna approach your tool in a very utilitarian way and it's basically you know it's gonna serve a purpose until it's stopped serving a purpose at which point they're gonna churn this is just the convene idea of you know the consumer behavior and you know mindset behind these three types of folks that's really why we take it as three content buckets is because you're attracting three types of avatars who will inevitably have different behavior inside of your application so at this point we're bringing them in we're capturing with the case study case study you know this page doesn't need to be they can collect or anything it's literally you know how we did this is your headline you really just want to go bold here's the the bold statement here's how we did this sub had sub headline is just some social proof so you know and we it's like here's how the company X did this and we have fifty a thousand other companies that are doing the same thing you basically offers have a screenshot of what they're gonna get so it could be just a graph of you know hey here's their here's the traffic going like crazy or here's their their sales going like crazy results of a promotion or you know here's just like a PDF like visualization of what you're gonna get any mix of those or ideally ideally both and then simple opt-in you know capture the name email because on the next step you're gonna capture more info so really all it's important here is name an email so that you can follow up if they haven't taken the next step after this and the next step after this is great let's look at the call booking so they opted in the case study next page is immediately great you've got this case study let's talk about how we're gonna help you take this information that you're getting and create a strategy for implementing it into your business so what we're gonna basically help you leverage through how this gonna help you how this can help your business how you're gonna actually like take action on what you're spending time reading so you know retargeting through is gonna help here because that look some folks will drop off email sequences will help here and everybody folks you're gonna drop off but the goal is get them to book that call immediately after they've booked that call and here you know quick tip don't let them book more than five or seven days out five days is most that deal seven days is you know if you really have to but if you're booking them out any further than that they're gonna forget who you are they're gonna forget what that calls for you're gonna hop on that call and that's almost gonna be like a cold call so don't don't let that happen also if you're gonna if you not don't currently have like a call booking software use schedule once or calendly or something that lets you send reminders scheduled once has it all built in where you can send like 20 fires before 10 minutes before 15 minutes before by SMS and email and it's all built into their one system which is kind of nice but you know if you have if you have saw if you already have the tools to do that like you already have a CRM that does SMS and everything else just you know booking through calendly it's nice and cheap and then send them over to your to your CRM and do follow-ups SMS an email just saying hey you know looking forward to the call we're gonna talk to you this date this time 24 hours from now do another fall 15 this protocol hey you just want to make sure you're still looking for the call click here if you need to reschedule but otherwise you know I'm going to see in 15 minutes that's a good thing so get him to book that call immediately after the call hey let's get you qualified so really the positioning here is we don't take on all that many calls we only want to talk to folks we can really help and if you're knots when we can really help well then we don't want to talk to you I mean pretty bluntly that's what it is so the pre-qualification is twofold there one is they need to buy in by spending some time filling out that application if they haven't bought in to having that call with you they're not gonna jump on that call and be respectful they're gonna basically jump on that call and they're gonna be kind of shitty they're not really gonna be primed for selling the other the other element of it is it's kind of like pre Authority positioning but also just getting the information you need in order to make an effective sale so you need to understand what some of their objections are gonna be going into the call you need to understand where their business is at whether you can actually help them and like no you won't be able to help everybody no matter what your SAS is unless you're giving people a hundred years back on their life you won't be able to help everybody and it's good to understand what folks you can help in what folks you can through the data you capture here and so to give you an example like this is what this might look like any like scale on my screen here a little bit so this is what it might look like step two complete this application and I kind of tailor this again for the content promotion automation SAS so secure break their content promotion strategy session fill this forms who can prepare for your session and if we don't get an application we're gonna cancer your call nice and simple this is basically just you know further driving home if you're not gonna do this well we're not gonna take the time to help you on that call and that's the positioning that call is it's not we're gonna sell you it's well let's jump on the call let's talk about your business let's see how we can help you and let's give you some actionable information you can take away on that call whether you buy or not so name email you know the basics name email what's your call preference how long you been how long did following us what's your phone number Skype ID if you want to connect that way what's your company's Facebook page this is just I mean you can change this with anything so maybe like what's your company's blog URL over here what's your company's website this is so you can do the pre research to understand I mean in this case concert promotion strat got some promotions fast you need to know like what content they're creating whether it's a good fit for the platform and all that but also down here you're gonna start asking questions about like you know how does this relate to what you're doing now is this really gonna be ingrained in the strategy you have so tell us about your business who you serve is you know is it a market we can work with do you have some planned out strategy around your content and editorial calendar of like how you're targeting their really buyer leads or are you just targeting everybody like what's your strategy there you currently like prepare and keep track of your content promotion or is this something brand new if it's something brand new then you know you might not have the greatest sales assets on that call to be able to start selling on like increase in revenue and stuff like that how much content you currently publish on a monthly basis for got to promotion everybody you need to create new content all the time how many videos new publish in the case that you know maybe this SAS also promotes videos and then over here is kind of the core question is it's the the why why are you currently stuck so you're seeking us out because you're currently stuck on something be honest why are you currently stuck there and what's stopping you from moving to the next level so in this case might be something like you know what do you think is stopping you from driving more traffic in revenue with your ten it really is you know the more honest they are here the better clarity you have in order to position the right way but also just the more clarity you have on why they're getting on that phone so that you can figure out whether you can really help them or not and if you can't help them just how much you can help them if they're not being honest here and they're not saying like you know we're stuck because we don't have time you know our marketing guy is always saying they never have time for content promotion so our content is kind of going out there and we're spending a lot of money on it as just sitting there like if they're not being that blunt and that honest about it I mean chances are they don't really have a problem that's that's gonna be pain enough to be able to do you know what I'd call like an on sale sale like otherwise you're gonna have to hard sell them if they're not being honest here I don't really those are those are the shittiest clients I mean everybody knows that so over here then you know fine finally is basically you know great what's your goal I honestly couldn't think of more than two for this increase revenue dramatic really increased traffic dramatically another is usually something like okay I want to get like a high level goal out of it so like what I have in what am i strategy application flows like this is increased revenue increase their sorry decreased churn and the last one is a strategic framework for growth so I want a long-term framework to work from so that's kind of you know depending on who comes into this where there's a co-founder or the direct founder that's that's day-to-day and marketing like they'll have different goals so I just want to understand what that goal the call is so I know what to talk about and then finally down here you know further qualification Authority positioning we only accept the limited number of clients per month we only select the applicants based on the folks we need to really help so this is kind of more driving home like we're not just gonna sell you I mean that's not the point of why we're having this call we want to make sure you're a great fit and if you're not a great fit we're gonna tell you but if you are a great fit then we need to understand about like you know how fast you're rating it forward and this is this is the kind of like nonverbal or like not accepting accepting that you know if they really like what they hear in the call they're gonna move forward so you know how soon you're gonna get started and do you have the resources to invest in your businesses growth if the answer this is absolutely not cancel this call don't even bother wasting the time if you're just starting out with this funnel though I usually like I usually say take these calls anyways because they're gonna be good for just understanding objections you record those calls you take all the questions they ask those are your new objections to build into a sales page or build into your copy but I mean otherwise like these are just waste the time calls if they're answering absolutely not they're answering yes they're like great yeah I have money I have an idea of what it might cost and I think I think we're gonna be good fit you want to get that buy-in so that's the pre call application and then moving right over you know you haven't booked here maybe you want to drop them into an email email sequence just you know until they get to the call but one nice little thing I like to do at the end here is if they reach this book page that means they fill out all this stuff what I do is a nice like retargeting ad I do it across Google displayed Facebook and LinkedIn everything it's a simple ad where I'm just saying you know hey thanks for booking I'm really looking forward to our call looking forward to seeing to talking to you to the next in the next few days it's literally just a reach ad I pay like a dollar a day per channel to run this and it's it's really cool because typically on the phone that also helps them remember who I am but on the phone I usually I usually get folks saying like hey you know I saw your ad afterwards it's kind of cool it was also kind of weird I've never seen an ad like that never seen an ad without a call-to-action where the main goal of the ad is just you know being be relevant be relevant and be prevalent in in their in their life so that's basically what this funnel looks like you know I want to know from you guys yes watching do you want to see a template of this built out so much like this is just like a landing page template I can build this entire funnel as a and plate in something like clickfunnels where you can basically swipe swipe the entire thing the only thing I'm item it is like email sequences because I mean this is gonna be dependent entirely on like what you're offering them at all maybe I can give you like some swipes to work with here for for the case study at least but I mean let me know if you want to see a template of this I can build one out they can just swipe away and start editing for your business let me know in the comments below or by you know reaching out to me whatever whatever works but you know I hope this gave you a really good insight into how this funnel can work and how you can utilize this