Optimize your Sales Lead Funnel for Accounting and Tax

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so basically we're talking about testing our funnel here um not necessarily testing a uh niche right um but so whenever you're doing this what you want to do is like you you optimize this process at every step right so the first thing that that you're going to do whenever you start running an ad to your landing page that's really the only thing that you're going to focus on at first you're not going to worry about any of these other steps but whenever you're writing an ad to a landing page get a hundred visitors to your landing page and it's super easy to see you know where uh if you use like a landing page builder you can you know look this up in google analytics but um get a hundred visitors and then make your see see what your opt-in rate is um if it's below 20 then that means that your offer your lead magnet might not be as relevant as you would like or your messaging on your landing page the hook story offer formula that we use maybe that needs a little bit of work so you know i would say in that case your your big idea needs needs a a little bit of work um and this is actually kind of an interesting example you know um working i was working with someone in a specific niche and they were using seven mistakes kind of lead magnet you know like hey like these are the most common mistakes people in x industry make like download this book to figure out if you're making these kind of mistakes and so they launched that funnel it wasn't working super well and i said well you know what for this kind of market i think like maybe this market is a little more financially well off to where that might not be their biggest pain point you know like they might think you know have it in their heads that they know what they're doing they don't make mistakes whatever you know what the the the messaging i just didn't feel like it was very congruent so what i told him to do is i was like copy my tax um strategies uh um messaging and and lead magnet you know seven tax strategies dentists can use and and you know that that kind of thing that lead magnet worked a lot better it was a much more congruent message um it spoke to a problem that that target market thought was more important than any mistakes that they may or may not be making in their their business so this is the first step right here running running ads running paid traffic to a landing page and saying you know getting your first hundred or so um visitors to this page and seeing what your opt-in rate is if your opt-in rate is not at least twenty percent um it might be the big idea in general you know like mistakes versus tax strategies um or uh so so like that's that's kind of what where what up what i would try to fix if if that's the case um if you're getting a 20 opt-in rate but we want to you know push it up to like where you know 30 to 40 to 50 percent of people are opting opting in then it has more to do with the specific uh messaging on your landing page the way that you are communicating your big idea um the headline would definitely be the most important thing to a b test there um if you start an a b test which is you know pretty easy to do in these funnel builders and only change one thing at a time at a time okay huge huge important rule that you know people don't follow right which is if if i'm going to be a a a b testing a page i'm only testing one single thing at a time on that page so i might be testing the button color the color of like the button and that is it everything else on the page looks looks the same because if you change multiple elements on a page and you do an a b test then you can't figure out you know like which which element is causing um that either decrease or increase in performance so if you're getting that 20 opt-in rate but you want to try to try to get it a little higher um a b test your headline and only your headline and um get another 100 leads in there to see how that does so minimum minimum sample size before you try to make any guess you know like any um decisions as to whether this is working or not send 100 people through your funnel and um see how it does