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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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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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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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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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