Elegant & Professional Lead Capture Gateways
New clients don’t simply arrive on your website, pull out their credit card and buy something from you.
That’s not how your industry works. The reality is that most of your clients don’t yet fully understand how you can help. That’s why it's your job to collect the lead early, then educate the lead.
Build Trust with Email Sequences & Campaigns
Are you too busy supporting clients to win more clients? Save time and build trust with email sequences.
On average, it now takes 7 hours of engagement and 11 interactions, across 4 locations, to sell a complex service, like yours. Our clients do it in far less time, with far fewer ‘touches’ using email sequences.
With B2BDash.io, you can now create automated email sequences to build trust and rapport, set reminders and stay top of mind!
Pre-Qualify Faster with the Diagnostic Builder
Why waste your time on 'triage' calls when you can automate the pre-qualification stage, with a Diagnostic.
Have you ever wasted a solid chunk of your time DMing or speaking with a ‘prospect’ who was never in a position to buy? Have you ever signed a client only to discover that they were the wrong fit? Arrrgh!
With B2BDash.io, you can create intelligently structured pre-qualification forms, to collect data while positioning you as the best solution for future clients. Wedge these between a Lead Gateway and Booking form.
The Top 3 Marketing & Automation Rules for Consultants, Coaches & Trainers - PART#1
'Leads come before Clients'
New clients don’t simply arrive on your website, pull out their credit card and buy something from you. That’s not how your industry works.
Indeed, the reality is that most of your clients don’t even know what they want. They don’t understand or appreciate how you can help.
That’s why it helps to collect the lead early, educate the lead and, then, introduce the idea of a conversation with you to address their needs.
PRO TIP: You don’t need a website to do this.
In fact, most ‘service’ websites fail to attract traffic and then fail to collect leads. All you need is a Lead Gateway and a LinkedIn Profile.
Want to see what’s working for our agency clients right now? Click here.
What do you do to BOOK sales meetings with future clients?
What's your process for booking meetings?
Do you have a company branded booking page?
There’s nothing worse than getting caught in a game of ‘email tag’ when attempting to set a meeting with a potential client. It’s time consuming and it’s a credibility killer! The longer it drags on, the more desperate you seem.
Make it clear that you are ‘in demand’ from the outset by inviting prospects to book time with you, using your own Company Branded booking page.
Do you build anticipation before a sales meeting?
Pre-selling and objection handling should happen here.
After you book a meeting with a future client, how do you elevate anticipation? How do you ensure that the lead does not postpone, reschedule or even ghost you? Make sure they arrive ready to play.
With B2BDash.io, you can create Email Campaigns that deliver value before the meeting. That way, when the call happens, you’re both on the same page. After the meeting, do it again, and Automate Follow Up.
What do you do after the meeting? You follow up!
It takes an average of 5 follow ups to close a client.
It takes an average of 5 follow ups to close a consulting, coaching or training client. Yet, most give up after just one follow up. If you promised to send a Proposal, you must do that. If they asked you to connect again in a week, it’s your job to make that happen. But the more people you have ‘on the hook’, the harder this gets. Never drop the ball again!
With B2BDash.io, you can set yourself Reminders & Tasks and automate common actions, like email reminders and Follow Up messages.
The Top 3 Marketing & Automation Rules for Consultants, Coaches & Trainers - #2
'Appointments Need Purpose'
You are selling something that’s complex and requires a high level of trust to win the work, yes?
This usually requires a conversation.
Most consultants, coaches and trainers are far too vague in what they offer. “Let’s catch you and explore ways that I might be able to help you?” Or they offer a sales call disguised as a ‘Discovery Call’.
Please, don't do that!
These are no longer appealing to potential clients. They can read between the lines and don’t want to spend 45 minutes being ‘mined’ for information to make it easier for you to make the sale.
Instead, invite new prospects to book an ‘Appointment with Purpose’.
It’s a conversation that promises to deliver an immediate outcome on the call.
Want to see how to get this working for your marketing agency right now? Click here.
Get a consistent onboarding process
Create seamless new client experiences
Do you take notes when you sign a new client? Where do you store that? Do you have a way to monitor the needs of your existing clients as the relationship evolves? Most people don’t. They manage the onboarding process manually. Which is a big mistake. Automate onboarding!
Create new offers for clients to boost LTV
It's 16 times more expensive to sign a new client.
Are you fully optimizing your existing network? With B2BDash.io, you can create Cart Pages (to take payments), Registration Forms (to collect data), send Batched Emails (to test new offers) and introduce existing clients to Payment Plans. The easiest sales are those made to existing or dormant clients. Don't neglect opportunities already under your nose.
What's the most reliable way to lose a client?
The best way to lose a client is to not follow up.
Here’s the thing about client management. It’s very easy to forget what you promised, where you left things, who is happy and who needs some extra attention. This is not something you can manage using excel and notes in your leather-bound journal. Save those for finances and love poems! With B2BDash.io, you can keep all your clients alive and in love with you!
The Top 3 Marketing & Automation Rules for Consultants, Coaches & Trainers - #3
'Boost LTV with Automation'
It’s 16 times less expensive to sell something to an existing client than find a new one.
While Marketing Automation is usually associated with new business development, smart Consultants, Coaches and Trainers acknowledge that technology can also be used to onboard clients consistently, help them get to ‘first value’ as quickly as possible and keep dormant agency relationships alive.
How many times have you accidentally re-connected with a past client only to discover that they need your assistance again? And how many times have you reached out only to to discover that they are already working with someone else. They have moved on. Ouch!
The most reliable way to lose a client is your ‘failure to follow-up’.
That is true before work and after the work is done.
Want ways to re-engage with past clients and re-connect with dormant leads? Click here.
Want Next Level training and support?
While most sales and automation platforms set you up with the 'tools', we also provide the strategies. Find out how we can help you with private and group training here.
“Regardless of your technical ability you are going to get an end to end result. I was really amazed at how easy and complete it is."
- John Weichard, Product Development Consultant
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Your questions answered
Yes! The SETUP PACK is the most popular option for business owners who value the support and guidance of a specialist. For $997, a dedicated member of our team will do the heavy-lifting for you, starting with a PRIVATE FUNNEL MAPPING CALL (to devise your own personalized strategy), followed by a 90-MINUTE SETUP SESSION (where we build the essential ingredients of any highly successful B2B funnel).
This is your opportunity to build a lead-generating Landing Page, assemble a data-capturing Diagnostic, create am eyeball-grabbing Booking Form and launch your first trust-building Email Sequence. Plus, as part of this pack, you will also get 3 MONTHS of the B2B DASH PRO PLAN, valued at $297 a month, at no extra cost. (That’s $891, over three months). In other words, for a few extra dollars, you can get it done, and quickly, with the support of a specialist consultant.
Great question! Technology is nothing unless you have a sound strategy to guide you. That’s why, in partnership with the B2B School, each plan is supported by a Strategic Training Pack. When you sign up to the STANDARD PLAN, you will unlock our ‘FIRST FUNNEL’ CHALLENGE training program. The PROP PLAN comes with our 90-DAY DASH PROGRAM, plus our EMAIL TEMPLATE swipe file. The SETUP PLAN comes with ALL THAT plus access to out Private Group Mentoring Calls. That way, you get the TECHNOLOGY and the STRATEGIC INSIGHTS you need to succeed.
Definitely. Most users of B2B Dash start on the STANDARD PLAN and then graduate to the PRO PLAN. And, of course, if you want to start with the PRO PLAN or SETUP PACK and access the BONUS TRAINING and SUPPORT, you can downgrade from PRO to STANDARD later. We have no lock-ins, so you can upgrade, downgrade or quit any time. Just send us and email and we’ll make that happen!
Of course! This goes both ways. You can export and import contacts when using B2B Dash.
Yes. There are MANY tools available to help B2B business owners, ranging from $30 a month… to $3,000 a month! With B2B Dash, you get access to all the most important tools, plus you can now monitor all the data in one place. That’s why we call B2B Dash the Ultimate Dashboard for B2B Client
Acquisition and Onboarding. It’s the complete suite plus a dashboard that can’t be beat.