Post on 22-Dec-2015
Your Website & CRM: A Symbiotic Relationship
@AdvisorWebsite@RedTailCRM
AGENDA
Essential tools in your practice
Delighting your audience online
When technology works together
WHEN TECHNOLOGY WORKS TOGETHER…
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CONSUMER BEHAVIOR IS CHANGING
% OF PEOPLE WHO SKIP TV ADS
% OF DIRECT MAIL NEVER OPENED
86 44
Source: The Guardian, August 2010, TSEA.ORG, March 2009, & EPA.GOV, November 2010
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CommitmentPricingDemo
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RULES AND REGULATIONS
# OF US CITIZENS
300,000,000 ?
# OF US CITIZENS ON THE “DO NOT CALL” LIST
Source: FTC, July 2010
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CommitmentPricingDemo
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RULES AND REGULATIONS
# OF US CITIZENS
300,000,000
200,000,000
# OF US CITIZENS ON THE “DO NOT CALL” LIST
Source: FTC, July 2010
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CommitmentPricingDemo
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Welcome
How do people find what they’re looking for?
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PERCENT OF THE POPULATION DOES RESEARCH ONLINE BEFORE BUYING?
86% of the public will research a service or product before making a buying decision
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PricingDemo
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CommitmentPricingDemo
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2 TYPES OF VISITORS
Prospects & Clients
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WHAT DO PROSPECTS WANT?
3 big questions:• Who are you?• What do you do?• Why should I care?
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WHAT DO CLIENTS WANT?
Value• Upcoming events• Account access• News, updates, etc.
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CASE STUDY: HOW DO VISITORS USE YOUR SITE?
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Answer prospects questions
immediately
Search engines
love blog
This tells visitors
what to do next
WHAT DO PROSPECTS WANT?
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Resources provide tips
& news
Contact info on every
page
Clients can log in from
the homepage
WHAT DO CLIENTS WANT?
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Info is automatically imported into Redtail
CRM.
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ADVISOR WEBSITES REDTAIL
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A SIMPLE MODEL FOR SUCCESS
Traffic Conversion Measurement
WHAT’S NEXT IN THIS SERIES?
Oct 29: Your Website & CRM: A symbiotic Relationship
Nov 12: What Referrals Want
Dec 9: Generating Leads Online
Jan 13: Turning Qualified Leads into Clients
Feb 17: 3 Proven Ways to Build Strong, Happy Client Relationships