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C l o s e m o r e d e a l s w i t h e m a i l
Thursday, October 3, 13
You’re	
  not	
  sending	
  
enough	
  email!
Close.io	
  -­‐	
  Email	
  Sales	
  Webinar	
  
Thursday, October 3, 13
Why you need to use email for sales
* One-to-many, Asynchronous & Global in reach
* Lead Generation (Outbound) + Activation (Inbound)
* Scheduling
* Follow Up
* Negotiation / Closing
Close.io	
  -­‐	
  Email	
  Sales	
  Webinar	
  
Thursday, October 3, 13
What kind of emails?
* Personal
* Drips (automated & event driven)
* Autoresponders ( email courses, ebooks, whitepapers, etc)
* Newsletters
Close.io	
  -­‐	
  Email	
  Sales	
  Webinar	
  
Thursday, October 3, 13
h8p://close.io/free-­‐sales-­‐course/
Thursday, October 3, 13
Sales	
  Email	
  Basics
Close.io	
  -­‐	
  Email	
  Sales	
  Webinar	
  
Thursday, October 3, 13
Step1: Open your email (Subject)
* Subject lines are key ; focus 80% on them, 20% on content
* Write like a human ( no caps, no marketing speak)
* Be personal & brief ( use names, test questions? )
* Raise curiosity
* Deliver what you promise
Close.io	
  -­‐	
  Email	
  Sales	
  Webinar	
  
Thursday, October 3, 13
Step 2: Read your email (Content)
* Be Personal & Brief (no longer than 2 paragraphs)
* Structure:
1) Who os this?
2) Why should I keep reading?
3) What is the value for me?
4) Is this credible?
5) What are the next steps?
Close.io	
  -­‐	
  Email	
  Sales	
  Webinar	
  
Thursday, October 3, 13
Step 3: Respond to your email (Call To Action)
* Every email needs a strong call to action
* Make it clear that you’re talking to me
* Eliminate decisions / complexity / choice
* Click this link or/and hit reply and answer my request/question
Close.io	
  -­‐	
  Email	
  Sales	
  Webinar	
  
Thursday, October 3, 13
Step 4: Follow up
* What’s your follow up strategy? (before sending the 1st email)
* Personal: Binary - Yes/No. I follow up till I get a result
* Automated: 4-6 follow ups
* Tool: Followup.cc
Close.io	
  -­‐	
  Email	
  Sales	
  Webinar	
  
Thursday, October 3, 13
Outbound	
  Sales	
  Emails
Close.io	
  -­‐	
  Email	
  Sales	
  Webinar	
  
Thursday, October 3, 13
How to get almost anyone’s email address
* LinkedIn (for in depth profile info)
* Data.com (for contact info)
* Rapportive (test email syntax variations)
Close.io	
  -­‐	
  Email	
  Sales	
  Webinar	
  
Thursday, October 3, 13
Cold Email 2.0 (Predictable Revenue, Aaron Ross)
* 1-2 levels above your decision maker
* Very brief
* Ask for referral down in the org
* 10-30% success rate
Close.io	
  -­‐	
  Email	
  Sales	
  Webinar	
  
Thursday, October 3, 13
Inbound	
  Sales	
  Emails
Example:	
  HubSpot	
  (B2B)
Close.io	
  -­‐	
  Email	
  Sales	
  Webinar	
  
Thursday, October 3, 13
Subject: Close.io & HubSpot I time to chat?
Steli,
Thanks for reaching out to us here at HubSpot. Here's a 2min video overview
about how our product works to help you drive leads online:
http://www.hubspot.com/products/video-tour/
I've been reviewing your site and have a few suggestions about how you can drive
more traffic and leads. When might be a good time to catch you at your desk for 5
mins after Noon today or before 11:30am ET tomorrow?
All the best,
P.S. I've also attached the new 2013 ROI report about the average results our
customers see.
Email	
  #1	
  
(no	
  response	
  from	
  me)
Thursday, October 3, 13
Subject: Close.io & HubSpot | Follow Up Resources
Hi Steli,
Thank you again for the discussion today, it was a pleasure speaking with you!
I am including a 2 minute video during which our co-founders describe how inbound marketing works – you
can check also out our Cambridge office space, see here.
As we discussed, HubSpot offers an all-in-one marketing software platform that helps businesses of all sizes
generate leads and convert them into customers. HubSpot has everything a modern marketer needs to do
marketing right—all in one, easy-to-use product. HubSpot software includes SEO, blogging, social media,
email, automated workflows, landing pages, lead intelligence and analytics tools to help marketers get the job
done. You can see the full list of our products here.
HubSpot is an annual membership, which includes access to all of our software tools, 7 one-hour sessions
with a dedicated consultant and continuing education and support all throughout the year. You can take a look
at our pricing page here.
HubSpot customers experience an average 2.7x increase in traffic after 12 months of active use and lead
database growth of 30.4x after 12 months of active use, see our ROI report here.
Please feel free to contact me with any questions. We look forward to helping your business grow as part of
the HubSpot team!
All the best,
Email	
  #2	
  
(no	
  response	
  from	
  me)
Thursday, October 3, 13
Subject: HubSpot & Close.io
Hi Steli,
Per my message today, I called to see how your internal decision making process
is going.
More importantly, since we are going through a price change on 10/1, my
manager, John Dukes (jdukes@hubspot.com) has authorized each rep on my
team (2) 15% discounts on the cost of the software for customers who are able to
sign up by 9/30. Not only would this lower the price of the software, but you will be
grandfathered into the legacy pricing in the future. Today, Pro is slated to increase
2400/year.
One of my coupons is spoken for, but I'd like to offer the other one to you.
If this is of interest, please let me know as soon as possible.
Thank you,
Email	
  #3
(no	
  response	
  from	
  me)
Thursday, October 3, 13
Subject Should I Stay or Should I Go?
Hi Steli, per my message today -
I've tried to reach you a few times to go over suggestions on improving your
website, but haven't heard back from you and that tells me one of three things:
1) You're all set with inbound marketing and online lead generation, and if that's
the case please let me know so can I stop bothering you.
2) You're still interested but haven't had the time to get back to me yet.
3) You've fallen and can't get up and in that case please let me know and I'll call
911 for you...
Please let me know which one it is because I'm starting to worry...
Thanks in advance and I look forward to hearing back from you!
Email	
  #4	
  
(no	
  response	
  from	
  me)
Thursday, October 3, 13
Subject: Thank You From Hubspot
Steli,
In reviewing some outstanding business today, I’ll be taking Close.io out of my
current follow ups at this time.
Where we’d initially agreed in the value of our service to strengthen your online
engagement, I’ve reached out to you on several occasions following our initial
discussions. Having not received any replies to date, I assume that we’ve either
fallen off your radar or perhaps the interest has diminished to the degree that my
follow up is no longer warranted.
I appreciate the opportunity to work with you and wish you the best with your
ongoing marketing efforts. I'd be happy to speak with you when you are ready to
invest resources into generating leads from your site.
Best,
Email	
  #5	
  
I	
  responded	
  :)	
  
Thursday, October 3, 13
Inbound	
  Sales	
  Emails
Example:	
  TrunkClub	
  (B2C)
Close.io	
  -­‐	
  Email	
  Sales	
  Webinar	
  
Thursday, October 3, 13
Subject: Important info on your first shipment
Hi Steli,
I’m Lizzie Walker, your Trunk Club stylist. I can’t wait to put together your first trunk
of great clothes. Before I do that, we need to have a quick chat on the phone, so
that I can get an idea of what clothes to send.
Please respond to this email and let me know the following:
- What's a good day / time to chat?
- How did you hear about Trunk Club?
Also, feel free to call me any time at the number below.
Hope to hear from you soon!
Email	
  #1	
  
(no	
  response	
  from	
  me)
Thursday, October 3, 13
Subject: Steli — It's your stylist at Trunk Club
Hey Steli,
I recently reached out to you about the Trunk Club clothing service that you signed
up for. As you can tell, I’m really excited to help you get started with a trunk of
great new clothes. Let me know when you have 5 to 10 minutes to chat in the next
few days, and I’ll get a trunk to you right away.
I’m happy to work around your schedule (mornings and evenings are completely
fine times to talk), and if you’d prefer to call me, you’ll find my number below.
Thanks!
Email	
  #2	
  
(no	
  response	
  from	
  me)
Thursday, October 3, 13
Subject: Trunk Club — Still interested?
Hi Steli,
Just checking to see if you still want to move forward with the Trunk Club service
that you signed up for. If you’re ready for your first trunk, awesome! Let me know a
good time for us to wrap everything up with a really quick phone call.
Trunk Club is all about convenience, and I’m happy to work around your busy
schedule.
Looking forward to hearing from you!
Email	
  #3
(no	
  response	
  from	
  me)
Thursday, October 3, 13
Subject: Goodbye from Trunk Club
Hi Steli,
I was really looking forward to putting together a trunk of great clothes for you, but
I haven’t heard a response to my calls and emails. That means this will be my last
email to you. If you change your mind and would like to give Trunk Club a try,
please let me know and I’ll have you looking great in no time.
Best,
Email	
  #4	
  
I	
  responded	
  :)	
  
Thursday, October 3, 13
Sales Email Checklist
Are we sending at least 5 emails to inbound leads?
Are the subject lines super strong? Are we tracking open rates?
Are we keeping the content brief? Less than 3 paragraphs?
Do we have strong call to actions at the end of our emails?
Do we have at least 2 follow up emails ready?
Are we using all email tools? Drips, Newsletters, Autoresponders?
Close.io	
  -­‐	
  Email	
  Sales	
  Webinar	
  
Thursday, October 3, 13
Close.io Email Integration
* All email communication automatically tracked (SMTP + IMAP)
* Email Templates
* Open Rates + Stats
* Context organization wide
Close.io	
  -­‐	
  Email	
  Sales	
  Webinar	
  
Thursday, October 3, 13
Close.io Email Integration ( Search for follow ups)
“Close.io, show me all leads that have an active
opportunity and that I have emailed more than a week
ago and have not gotten a response back yet.”
latest_email_direction:outbound latest_email_date > "1 week ago"
opportunity_status:Active has:received_emails
Close.io	
  -­‐	
  Email	
  Sales	
  Webinar	
  
Thursday, October 3, 13
Q	
  &	
  A
steli@close.io
Close.io	
  -­‐	
  Email	
  Sales	
  Webinar	
  
Thursday, October 3, 13
C l o s e m o r e d e a l s w i t h e m a i l
Thursday, October 3, 13

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How to close more deals with email (Webinar)

  • 1. C l o s e m o r e d e a l s w i t h e m a i l Thursday, October 3, 13
  • 2. You’re  not  sending   enough  email! Close.io  -­‐  Email  Sales  Webinar   Thursday, October 3, 13
  • 3. Why you need to use email for sales * One-to-many, Asynchronous & Global in reach * Lead Generation (Outbound) + Activation (Inbound) * Scheduling * Follow Up * Negotiation / Closing Close.io  -­‐  Email  Sales  Webinar   Thursday, October 3, 13
  • 4. What kind of emails? * Personal * Drips (automated & event driven) * Autoresponders ( email courses, ebooks, whitepapers, etc) * Newsletters Close.io  -­‐  Email  Sales  Webinar   Thursday, October 3, 13
  • 6. Sales  Email  Basics Close.io  -­‐  Email  Sales  Webinar   Thursday, October 3, 13
  • 7. Step1: Open your email (Subject) * Subject lines are key ; focus 80% on them, 20% on content * Write like a human ( no caps, no marketing speak) * Be personal & brief ( use names, test questions? ) * Raise curiosity * Deliver what you promise Close.io  -­‐  Email  Sales  Webinar   Thursday, October 3, 13
  • 8. Step 2: Read your email (Content) * Be Personal & Brief (no longer than 2 paragraphs) * Structure: 1) Who os this? 2) Why should I keep reading? 3) What is the value for me? 4) Is this credible? 5) What are the next steps? Close.io  -­‐  Email  Sales  Webinar   Thursday, October 3, 13
  • 9. Step 3: Respond to your email (Call To Action) * Every email needs a strong call to action * Make it clear that you’re talking to me * Eliminate decisions / complexity / choice * Click this link or/and hit reply and answer my request/question Close.io  -­‐  Email  Sales  Webinar   Thursday, October 3, 13
  • 10. Step 4: Follow up * What’s your follow up strategy? (before sending the 1st email) * Personal: Binary - Yes/No. I follow up till I get a result * Automated: 4-6 follow ups * Tool: Followup.cc Close.io  -­‐  Email  Sales  Webinar   Thursday, October 3, 13
  • 11. Outbound  Sales  Emails Close.io  -­‐  Email  Sales  Webinar   Thursday, October 3, 13
  • 12. How to get almost anyone’s email address * LinkedIn (for in depth profile info) * Data.com (for contact info) * Rapportive (test email syntax variations) Close.io  -­‐  Email  Sales  Webinar   Thursday, October 3, 13
  • 13. Cold Email 2.0 (Predictable Revenue, Aaron Ross) * 1-2 levels above your decision maker * Very brief * Ask for referral down in the org * 10-30% success rate Close.io  -­‐  Email  Sales  Webinar   Thursday, October 3, 13
  • 14. Inbound  Sales  Emails Example:  HubSpot  (B2B) Close.io  -­‐  Email  Sales  Webinar   Thursday, October 3, 13
  • 15. Subject: Close.io & HubSpot I time to chat? Steli, Thanks for reaching out to us here at HubSpot. Here's a 2min video overview about how our product works to help you drive leads online: http://www.hubspot.com/products/video-tour/ I've been reviewing your site and have a few suggestions about how you can drive more traffic and leads. When might be a good time to catch you at your desk for 5 mins after Noon today or before 11:30am ET tomorrow? All the best, P.S. I've also attached the new 2013 ROI report about the average results our customers see. Email  #1   (no  response  from  me) Thursday, October 3, 13
  • 16. Subject: Close.io & HubSpot | Follow Up Resources Hi Steli, Thank you again for the discussion today, it was a pleasure speaking with you! I am including a 2 minute video during which our co-founders describe how inbound marketing works – you can check also out our Cambridge office space, see here. As we discussed, HubSpot offers an all-in-one marketing software platform that helps businesses of all sizes generate leads and convert them into customers. HubSpot has everything a modern marketer needs to do marketing right—all in one, easy-to-use product. HubSpot software includes SEO, blogging, social media, email, automated workflows, landing pages, lead intelligence and analytics tools to help marketers get the job done. You can see the full list of our products here. HubSpot is an annual membership, which includes access to all of our software tools, 7 one-hour sessions with a dedicated consultant and continuing education and support all throughout the year. You can take a look at our pricing page here. HubSpot customers experience an average 2.7x increase in traffic after 12 months of active use and lead database growth of 30.4x after 12 months of active use, see our ROI report here. Please feel free to contact me with any questions. We look forward to helping your business grow as part of the HubSpot team! All the best, Email  #2   (no  response  from  me) Thursday, October 3, 13
  • 17. Subject: HubSpot & Close.io Hi Steli, Per my message today, I called to see how your internal decision making process is going. More importantly, since we are going through a price change on 10/1, my manager, John Dukes (jdukes@hubspot.com) has authorized each rep on my team (2) 15% discounts on the cost of the software for customers who are able to sign up by 9/30. Not only would this lower the price of the software, but you will be grandfathered into the legacy pricing in the future. Today, Pro is slated to increase 2400/year. One of my coupons is spoken for, but I'd like to offer the other one to you. If this is of interest, please let me know as soon as possible. Thank you, Email  #3 (no  response  from  me) Thursday, October 3, 13
  • 18. Subject Should I Stay or Should I Go? Hi Steli, per my message today - I've tried to reach you a few times to go over suggestions on improving your website, but haven't heard back from you and that tells me one of three things: 1) You're all set with inbound marketing and online lead generation, and if that's the case please let me know so can I stop bothering you. 2) You're still interested but haven't had the time to get back to me yet. 3) You've fallen and can't get up and in that case please let me know and I'll call 911 for you... Please let me know which one it is because I'm starting to worry... Thanks in advance and I look forward to hearing back from you! Email  #4   (no  response  from  me) Thursday, October 3, 13
  • 19. Subject: Thank You From Hubspot Steli, In reviewing some outstanding business today, I’ll be taking Close.io out of my current follow ups at this time. Where we’d initially agreed in the value of our service to strengthen your online engagement, I’ve reached out to you on several occasions following our initial discussions. Having not received any replies to date, I assume that we’ve either fallen off your radar or perhaps the interest has diminished to the degree that my follow up is no longer warranted. I appreciate the opportunity to work with you and wish you the best with your ongoing marketing efforts. I'd be happy to speak with you when you are ready to invest resources into generating leads from your site. Best, Email  #5   I  responded  :)   Thursday, October 3, 13
  • 20. Inbound  Sales  Emails Example:  TrunkClub  (B2C) Close.io  -­‐  Email  Sales  Webinar   Thursday, October 3, 13
  • 21. Subject: Important info on your first shipment Hi Steli, I’m Lizzie Walker, your Trunk Club stylist. I can’t wait to put together your first trunk of great clothes. Before I do that, we need to have a quick chat on the phone, so that I can get an idea of what clothes to send. Please respond to this email and let me know the following: - What's a good day / time to chat? - How did you hear about Trunk Club? Also, feel free to call me any time at the number below. Hope to hear from you soon! Email  #1   (no  response  from  me) Thursday, October 3, 13
  • 22. Subject: Steli — It's your stylist at Trunk Club Hey Steli, I recently reached out to you about the Trunk Club clothing service that you signed up for. As you can tell, I’m really excited to help you get started with a trunk of great new clothes. Let me know when you have 5 to 10 minutes to chat in the next few days, and I’ll get a trunk to you right away. I’m happy to work around your schedule (mornings and evenings are completely fine times to talk), and if you’d prefer to call me, you’ll find my number below. Thanks! Email  #2   (no  response  from  me) Thursday, October 3, 13
  • 23. Subject: Trunk Club — Still interested? Hi Steli, Just checking to see if you still want to move forward with the Trunk Club service that you signed up for. If you’re ready for your first trunk, awesome! Let me know a good time for us to wrap everything up with a really quick phone call. Trunk Club is all about convenience, and I’m happy to work around your busy schedule. Looking forward to hearing from you! Email  #3 (no  response  from  me) Thursday, October 3, 13
  • 24. Subject: Goodbye from Trunk Club Hi Steli, I was really looking forward to putting together a trunk of great clothes for you, but I haven’t heard a response to my calls and emails. That means this will be my last email to you. If you change your mind and would like to give Trunk Club a try, please let me know and I’ll have you looking great in no time. Best, Email  #4   I  responded  :)   Thursday, October 3, 13
  • 25. Sales Email Checklist Are we sending at least 5 emails to inbound leads? Are the subject lines super strong? Are we tracking open rates? Are we keeping the content brief? Less than 3 paragraphs? Do we have strong call to actions at the end of our emails? Do we have at least 2 follow up emails ready? Are we using all email tools? Drips, Newsletters, Autoresponders? Close.io  -­‐  Email  Sales  Webinar   Thursday, October 3, 13
  • 26. Close.io Email Integration * All email communication automatically tracked (SMTP + IMAP) * Email Templates * Open Rates + Stats * Context organization wide Close.io  -­‐  Email  Sales  Webinar   Thursday, October 3, 13
  • 27. Close.io Email Integration ( Search for follow ups) “Close.io, show me all leads that have an active opportunity and that I have emailed more than a week ago and have not gotten a response back yet.” latest_email_direction:outbound latest_email_date > "1 week ago" opportunity_status:Active has:received_emails Close.io  -­‐  Email  Sales  Webinar   Thursday, October 3, 13
  • 28. Q  &  A steli@close.io Close.io  -­‐  Email  Sales  Webinar   Thursday, October 3, 13
  • 29. C l o s e m o r e d e a l s w i t h e m a i l Thursday, October 3, 13