Callbox Marketing Kit

CallboxMarketing Kit

CALLBOX MARKETING KIT 2

What you get right out of the box

At Callbox, we plan, run, and manage targeted marketing campaigns for you. We also prepare and set up

everything needed to ensure the campaign meets its objectives. Aside from assigning you a dedicated team,

Callbox also takes care of all other components in your campaign, including:

Target List

We compile the contact list to be used in your campaign. Your campaign team’s data specialist filters and

validates each record according to your specifications. We use our in-house database of 44+ million business

contacts and conduct desk research to find prospects that match your target customer profile.

Callbox Pipeline and HubSpot Sales Hub

We pair our in-house campaign management platform, Callbox Pipeline with the highly-rated marketing and

sales software, HubSpot to create a seamless, end-to-end customer acquisition process.

Callbox Pipeline powers your Callbox Team’s lead generation activities including contacts management, 1:1

cross-channel sales prospecting, lead nurturing, tracking/reporting and more.

We provide and help you set up your HubSpot Sales Hub portal. It is where your Callbox Team routes qualified

leads and appointments to your sales team. HubSpot offers a full stack of tools to help your sales connect with

more leads and close deals faster.

Email Templates

We create email templates for different touch points in the campaign—from initial outreach, all the way to

targeted send-outs. Your campaign team’s email specialists handle the copywriting, design, and testing required

to come up with compelling emails for your audience.

Emails are an important component of Callbox’s multi-touch, multichannel strategy. They help warm up and

nurture prospects. That’s why we spend a great deal of time optimizing each email template used in the

campaign.

Call Scripts

Your Callbox team prepares the call scripts needed for your campaign. Scripts are crafted in a way that enables

call agents to proactively manage live conversations, qualify prospects for fit and intent, and convert prospects

into leads or appointments.

Call scripts cover the key points of your unique value proposition and include probing questions

that gauge prospects’ solution fit and buying intent.


Social Media Profile

Your Callbox campaign includes a social media component that reinforces the touches made in other channels

and enhances your campaign’s online visibility. To support your campaign, we focus on three key social media

deliverables: impressions, connections, and actions.

We assign specialists to carry out social media activities on your behalf, including: setting up and managing

profiles, building and nurturing connections, joining and contributing to relevant groups/forums, and collecting

and verifying information.

Landing Pages and Forms

We design and build landing pages that maximize your campaign’s conversions. The landing page serves as the

campaign hub where your target prospects can learn more about your offer, access downloadable resources, and

submit additional information.

Callbox continuously optimizes your landing page. We test each page element as well as tweak the content and

design to ensure prospects respond to the campaign’s call-to-action.

To boost your Landing Pages, we’ll also help you build powerful online forms so that you can start growing your

database with leads converted from your landing page or website. Form submissions are automatically sent into

your HubSpot CRM, making it easier for you to further manage them - qualify, nurture or assign to your sales.

Google Ads

Callbox creates and deploys targeted Google Ads to increase reach and conversions. We follow a test-driven

approach when crafting ads, so that we engage prospects across different platforms and devices.

Live Chat

HubSpot’s Live Chat tool enables your Callbox team to promptly respond to online inquiries on your site and

landing page. Our 24/7 sales chat reps help boost engagement and conversions for your campaign by adding

another layer of direct, one-on-one conversations with your target prospects.

Webinars

Webinars are great for every business. You can choose to incorporate webinars in your Callbox campaign to

complement the other channels and tactics that we use. Callbox helps you plan, promote, run, and manage online

events. We take care of the end-to-end marketing of your webinar, from planning up to the wrap-up.

To promote your online event, we create marketing materials such as email templates, call scripts, landing pages,

registration forms, and other promotional assets.

Sample Starter Kit:A Brief Tour

Let’s take a sneak peek at how each of these components fits into an actual

campaign. In the next sections, we’ll walk you through a collection of campaign

materials and peripherals of one of our clients, XYZ Consulting, an IT company

that specializes in backup and disaster recovery.


Table of ContentsI. TARGET LIST 7 DB Criteria

8 Intent Data

II. CALLBOX PIPELINE AND HUBSPOT ACCOUNT 10 Setting up your Pipeline and HubSpot Account

III. CALLBOX LEAD PROCESS 12 Lead Process

IV. EMAIL TEMPLATES 14 Appointment Setting Campaign Email / LinkedIn Sequence 1

15 Appointment Setting Campaign Email / LinkedIn Sequence 2



18 Call-to-Invite Campaign Sequence 1 Touchpoint 1




V. CALL SCRIPTS 23 Call Script Examples

VI. SOCIAL MEDIA PROFILE 29 Setting up and managing profiles

30 LinkedIn Activities

VII. LANDING PAGES AND FORMS 32 Landing Page Example #1

33 Landing Page Example #2

VIII. GOOGLE ADS 35 Google Ads Example #1

36 Google Ads Example #2

IX. LIVE CHAT 38 Live Chat Example

X. WEBINARS

40 Email Templates

41 Call Script

42 Promotional Materials

43 Landing Page & Forms

44 Video Recording

TargetList


I. TargeT LIsT

SAMPLE CONTACTSSAMPLE COMPANY

Name

Sarah Quill

Job title

IT Manager

Email

[email protected]

Phone number

9197509522

Lifecycle Stage

Opportunity

LinkedIn Profile

https://linkedin.com/in/sarah-quill-a2382832

Name

Jacob Smith

Job title

IT Director

Email

[email protected]

Phone number

9193002366

Lifecycle Stage

Opportunity

LinkedIn Profile

https://linkedin.com/in/jacob-smith-a2398540

Name

Steven Cornell

Job title

CIO

Email

[email protected]

Phone number

9190309271

Lifecycle Stage

Opportunity

LinkedIn Profile

https://linkedin.com/in/steven-cornell-a549300

Name

ABC Company

Company domain name

abccompany.com

Industry

Information Technology and Services

City

San Francisco

Number of employees

200

Annual Revenue

$300,000,000.00

Description

ABC Company is a multinational in-formation technology equipment and services company headquartered in California.

LinkedIn company page

https://www.linkedin.com/company/abccompany

Business Profile Source

https://www.zoominfo.com/c/abc-company/340983

Client: XYZ Consulting (IT company specializing in backup and disaster recover)Target Area: US WideTarget Industries: MSPs or Managed Services ProviderTarget Size: Small to LargeTarget No. of Employees: 20 - 200 Employees

List Criteria


I. TargeT LIsT

Your Target List Enhanced with Intent Data

Intent Data• Downloads of

whitepapers, case studies, tech publications

• Website visits• Product reviews• Subscriptions to

newsletters and updates

• Content (infographics, videos, etc.) views

• Attendance of webinars• Interest signals on topics

related to your solution

Technographics• Customer Relationship

Management• Content Management

• Marketing Automation• Infrastructure & Data

Storage

Visitor Data• Multiple revisits • Number of unique visitors

Company Bulletin• Projects • Funding • Leadership

moves

Callbox Pipeline and HubSpot


II. CaLLbox PIPeLIne and HubsPoT

CallboxLead Process

Prospect Interested?

Yes

Ready

Maybe

No

Prospect Not Reached

Enroll to No Response Workflow

Enroll to Webinar Registration

Workflow

Enroll toNegative Thread

Reach out to new Relevant Contact

1 Day

Reach Out to New Relevant Contacts

1 Day

30 Days 30 Days

With new Relevant Contacts

With New Relevant Contacts

No new Relevant Contacts

No New Relevant Contacts

CallCall

Email

Social

Mobile

Send Intro Email

Share Latest Product Updates

Confirm Webinar Registration

Autogenerated by Host

Provide Details About Offer

5 Days

Follow-up Receipt of 1st Email

5 Days

Offer Value Proposition

5 Days


5 Days

Send Breakup Email

5 Days


20 Days

Like and Comment on Posts

10 Days

Send Pseudo-Breakup Email

5 Days

Share Helpful Articles

10 Days

Nurture with...

Ready to Book?

START

Intro: Identify Pain Points

Book Sales Appointment

Confirm Receipt of Sent Information

1 Day

Send More Information

Send Link to Downloadables

10 Days

Ask Feedback on Downloaded Info

1 Day

Send Recording, Ask Feedback

After Webinar


3 Days


10 Days


15 Days

Send Breakup Email

5 Days

Book Sales Appointment

Invite to Webinar

Invite to Mailing List

RFI

CallboxLead Process Use New Templates

Reach out to same Relevant Contacts

EmailTemplates


IV. eMaIL TeMPLaTes

APPOINTMENT SETTING CAMPAIGN

EMAIL / LINKEDIN SEQUENCE TOUCHPOINT 1

Subject/s: <FIRST_NAME>, looks like we share similar interests

Hi <FIRST_NAME>,

This is Olivia, I’m expanding my professional network on LinkedIn so I can add value in the area of Information

Technology and Business Solutions.

I would like to have the opportunity to connect with you.

Talk soon,

Olivia


IV. eMaIL TeMPLaTes


Subject/s: <FIRST_NAME>, enjoyed reading your article on <TOPIC>

Hi <FIRST_NAME>,

Thank you for connecting.

Your recent article/company announcment about <TOPIC> got me thinking.

I found this article on data security and storage management that may be valuable to you folks.

You can view it here: <LINK>

Hope you enjoy reading this informative article.

Cheers,

Olivia



IV. eMaIL TeMPLaTes


Subject/s: <FIRST_NAME>, I think we should sync up

Hi <FIRST_NAME>,

What did you think of the article?

As you probably know, managing data/capacity growth still remains the primary storage pain for enterprise IT

pros.

I have some ideas that might help, let’s catch up via phone call to discuss about effective data/storage

management. Let me know how your calendar looks.

Cheers,

Olivia.



IV. eMaIL TeMPLaTes


Subject/s: Do you manage data security and storage, <FIRST_NAME>?

Hi <FIRST_NAME>,

I’ve been trying to reach you through call and email but I haven’t heard back. My best guess is you’ve been busy

lately. I have some ideas on more cost-effective and highly scalable data/storage management solutions for

%%COMPANY%%, and easier to integrate, too.

Would you be the right person to talk to regarding this? Hoping we could connect and chat.

If not, could you point me to the right person? I’d appreciate it.

Cheers,

Olivia



IV. eMaIL TeMPLaTes

CALL-TO-INVITE CAMPAIGN

Industry: IT Consulting - Disaster and Backup Recovery

Subject/s: [New Webinar] Trouble handling data/capacity growth?

Hi <FIRST_NAME>,

I’d love to have you attend our upcoming webinar where we show how organizations / IT infrastructure

managers can effectively manage enterprise data and storage.

I thought that you’d be a good fit since you’re in the industry.

[FREE] It’s FREE, but we only have so many slots. You can register for it <HERE>.

[PAID] Slots are filling up so go ahead and register <HERE> (and I’ll send you a gift/coupon/certificate as a

personal ‘thank you’).

TOUCHPOINT 1SEQUENCE 1


IV. eMaIL TeMPLaTes


Subject/s: X Days Left - See what other IT pros are doing

Hi <FIRST_NAME>,

Want to see what other IT pros are doing to manage core storage/data pains?

Our upcoming webinar will be focusing on the ways to reduce the burdens of managing enterprise data/

storage infrastructure.

We’re saving a seat for you and we’d love hear your thoughts and opinions.

<REGISTER BUTTON> See you there <FIRST_NAME>!



IV. eMaIL TeMPLaTes


Subject/s: [New Webinar] Get rid of your data and storage headaches!

Hi <FIRST_NAME>,

We’re putting up a webinar this coming <DATE> and we’d love you to be part of it.

Industry expert, <SPEAKER>, will be sharing the ways to effectively manage enterprise data/storage

infrastructure - handling data growth, meeting disaster recovery requirements, storage migration, high costs,

etc.

<REGISTER BUTTON> Save your seat!

Hope to see you on <DATE>, <FIRST_NAME>!



IV. eMaIL TeMPLaTes


Subject/s: There’s still time - Valuable Data/Storage Insights

Hi <FIRST_NAME>,

Haven’t seen you sign up to attend our (free) webinar so I thought I’d send you some additional materials.

We’ll be sharing some insights into how organizations can effectively manage data growth, meet disaster

recovery requirements, cut storage costs, and more. There’s definitely great value for <COMPANY> here.

<FIRST_NAME>, even if you can’t attend, I’d recommend registering anyway to get a copy of the recording.

You can register <HERE> (for free).


CallScripts


V. CaLL sCrIPTs

TARGET CONTACT: Engineering Superintendent (Marine), Facility Manager (Power Generation), Purchasing Manager (Construction/Automotive)

Introduction:Good Morning/Afternoon, this is <TELEMARKETER> calling from <COMPANY NAME>, I’m hoping to speak with <TARGET CONTACT>.

Receptionist:IF NOT AVAILABLE:Get the contact details and establish a call back.

Presentation

Hi, this is <NAME>, and I’m calling from <COMPANY NAME>. Am I speaking with <TARGET CONTACT>?

Hi <TARGET CONTACT> do you have a moment to speak?

IF YES:Great! <NAME OF CONTACT>, I’m calling from <NAME OF COMPANY>. We design, manufacture, sell and service diesel and alternative fuel engines, electrical generator and related components.

Probing Question

1. Are you still the one in charge of purchasing components, etc?2. Are you familiar with <example: XYZSolutions>?3. How many units of engines do you have?4. Do you have a requirement for <NAME OF PRODUCTS> or service maintenance?5. What products are you planning to buy? (Ask the prospect if they have plans to purchase components)6. When are you planning to buy/purchase the product? (Should be in 3-6 months time)7. How much do you purchase annually? (Estimated amount)8. Are you currently working with a third-party provider in maintaining your engines?

Setting as Lead Completed

<NAME>, one of our representatives will be calling you in the next 24 to 48 hrs to schedule an office meeting so you can further discuss your requirements and how we can add value to your business. Will that work for you?

Get the contact details:

• Company Name:• Office Address:• Contact Name:• Contact Number:• Direct line or extension:• Email address:

Requesting for More Info

Sure, we’ll email you our company profile. Can I have your email address? Thank you, <NAME>! I will be calling back tomorrow to check if you have received it.

Get all contact details: (Use phonetics to verify)

Company Name, Company Address, Contact Name, Job Title, Email Address, Best/Direct Contact Number, Mobile.

ClosingThanks for your time <PROSPECT’S NAME> and again, our Specialist will call you on <DATE> at <TIME> for a discussion. Have a nice day!

FOR TELEMARKETER’S REFERENCE

Where did you get my number?Response: We have a research team in your area and you were included in our database. Are you a telemarketer?Response: Yes, I’m calling from an outsourced marketing firm on behalf of <COMPANY_NAME>.


V. CaLL sCrIPTs

XYZ Solutions Campaign

Part 1 – with receptionist/GK/person other than DM (Decision Maker)Part 2 – with DM (Decision Maker)

Decision Maker: Business Owners and senior location managers

1.AWith the operator with email activity on pipeline, operator transferred call

You: Hi! My name is <NAME>, from XYZ Solutions. I’m just checking back on an email I sent to(NAME OF PROSPECT/JOB TITLE), can you transfer my call please?

If call gets transferred, proceed to 2 (Don’t forget to say thank you to the operator/secretary).

1.BWith the operator with email activity on pipeline, DM n/a

You: Hi! My name is <NAME>, from XYZ Solutions. I’m just checking back on an email I sent to <NAME OF PROSPECT / JOB TITLE>. Can you transfer my call please?

GK: He’s not in today.

You: Oh, ok. Who am I speaking?

GK: His assistant/receptionist.

You: Oh, great. May I have your name please?

GK: _____

You: Thank you, <OPERATOR>. Can you tell me when <PROSPECT> will be in or the best time to call back? (then verify all pertinent information)

Before I let you go, let me just verify the information on file. Is <PROSPECT> still the owner of <NAME OF COMPANY>? One more thing, does <PROSPECT> handle most of the advertising decisions for your company?


V. CaLL sCrIPTs

2BDM – did not receive the email

Hi! My name is <NAME>, from Dollar Mailer of XYZ Solutions. Did I catch you in a good time?

Great! The reason I’m calling is to follow up on an email we sent out describing how we are helping businesses like yours affordably get more customers for less than 5 cents per household. Do you remember reading that email?

DM: I did not receive your email/I don’t recall receiving any email.

Is your email address still <EMAIL>?

IF DM says NO

May I have your correct email address please, so I can send you the information.

Anyway, <NAME>, in that email, we talked about our advertising program and how we reach out to local households in your area to create awareness and capture interest for your business - all for less than 5 cents per household.

IF DM says YES

Let me go ahead and re-send you the information. Anyway, <NAME>, as I’ve mentioned in that email, with our advertising program, we reach out to local households in your area to create awareness and capture interest for your business - all for less than 5 cents per household.

XYZ Solutions has been in business for over 35 years now. We provide consumer direct advertising solutions for local businesses throughout the Dallas Ft. Worth area. Best of all, it is so easy and so affordable. Many find it pays for itself very quickly as their profits and business grow month after month.

-proceed to qualifying questions then appointment setting-

Qualifying / Probing Questions

Are you currently doing any kind of advertising to capture the interest of local households?

If YES, proceed to appointment setting. If NO, proceed to appointment setting.

Note: It is not unusual for many businesses to use multiple advertisers. In fact, some of our best prospects use Money Mailer as well as our competitors to reach different demographics and get multiple exposures into their markets.

-proceed to appointment setting-

If NOT INTERESTED:

I understand. As we visit and talk to local businesses, what we found is that most advertisers are being sold on the idea that the digital world of email, internet, and search is the new way. However, many consumers really prefer direct and targeted advertising that they can touch, hold, as well as see at a time convenient to them and from recognizable sources like XYZ Solutions. You see, consumers are accustomed to and expecting our mailings month after month.

Clients see us as a better way because we deliver their message with a one-to-one “billboard” type experience for less than 5 cents per household. It is recognized, local and affordable.


V. CaLL sCrIPTs

Appointment Setting

One of our local consultants would like to drop by your office to discuss how we can help your company increase revenue using our advertising program.

How does ___ day at ___ AM/PM sound to you?

Closing

Great! What would be the best number to reach you?

To confirm your appointment, we will send you a meeting request so you could mark your calendar. I would also like to send additional information about our company. May I have your email address, please?

Gather/Verify:complete name, phone number, direct line, mobile, company name, website, fax number and employee size

Thanks for your time. Again, one of our consultants will be calling you on ______. I’ll give you a reminder call a day prior. Have a nice day!

Closing for If Not Interested / No Current Opportunity

I completely understand. Can we stay in touch with you, just to check for potential opportunities for us to do business in the future?

Schedule call back time and gather/verify the following:complete name, phone number, direct line, mobile, company name, employee size

Request for Information

Certainly. (Get email) Once you’ve got a chance to review the information, we will contact you to answer questions you might have.

Schedule call back time and gather / verify the following:complete name, phone number, direct line, mobile, company name, employee size

FOR TELEMARKETER’S REFERENCE

Where did you get my number?

We have a research team in your area. Also, our local XYZ Solutions consultants visit businesses like yours in person and your company is one of the selected businesses we want to include in our advertising program. We’re hoping that by calling you, we can add value to your business growth plans and partner with you as one of our advertisers.

What’s your business address?

We have our local office off of Texas Main Street in Austin, TX. We are a proud member and supporter of the Texas Chamber of Commerce. Our corporate office is in Southern California just south of Los Angeles in Cypress, CA. XYZ Solutions has been in business for over 35 years, sending millions of ads every month throughout select markets in the US.

Website https://www. xyzsolutions.com/

More information for agent’s reference

Benefits of our Consumer Direct Advertising Program.

* Highly Targeted, specifically selected demographics that are affluent, higher income consumer households throughout the Dallas .Ft Worth area, in groupings of 10,000 households per zone. 4 zones in Austin, 2 zones in McKinney, 29 North Dallas zones and 69 zones in the DFW market area.

* Highly Measurable. ads drive measurable results, call tracking, and customized URL tracking.

* Individualized, shared mailing but not shared advertising. Your insert is a “billboard” like experience with room to tell your “business story” in a recognizable envelop, expected by your local consumers.

* Cost Effective, less than 5 cents per household, your ROI is wquick and aggregates with each mailing.

* Highly Flexible, XYZ Solutionsv tells your story - in the mail, computer, and smartphone. You get a three media strategies in one for one very affordable rate of less than 5 cents per household.

Not just Direct Mail; but a targeted consumer direct advertising strategy that is recognized, local and affordable. Turnkey easy, 12 times per year, “done for you” advertising for one affordable rate.


V. CaLL sCrIPTs

Agent:

Hi <FIRST NAME>, How are you? I know you’re busy so I’ll be brief. My name is ____ and I’m calling on behalf of _____. We’re calling to invite you to an exclusive event we’re having this coming March 24th to the 25th. This is a <EVENT OVERVIEW, GOALS, AND ATTENDEES>. This event will be at the <VENUE>. We’d love for you to join us on the said event as we are very positive that you’ll find value in this program. We’re giving out discounts for the first few attendees. Would you be able to join us on MARCH 24 - 25TH?

Prospect says YES:

Great! I’ll send you the promo code for the discount along with the registration page so that you can book your ticket.

Agent: Thanks for your time and see you at the event!

Prospect says NO:

Do you happen to know if anyone from your team perhaps would be interested to attend?

Agent:(Get contact details). Great! We’ll contact him/her. And in case you change your mind, please feel free to send me an email before you register as I may be able to send you a promo code for the discount. Thanks for your time and have a great day!

Agent:

Hi, <NAME>! I’m calling to send you an invitation to our FREE 1-day cybersecurity event at <VENUE> in Austin, Texas. This event is exclusive for IT Service Providers only.

May I confirm your email address to send you your invitation that includes the Agenda, along with additional information on all of the event highlights?

Prospect says YES/SURE:

My email address is _____

Agent:

Great, thank you <FIRST NAME>. You’ll receive the email momentarily that includes a link to your invitation. Space is limited and filling up so if you’re interested, I encourage you to register soon.

Thank you for your time, and enjoy the rest of your day!

Prospect says NO:

– I’m not interested / I’m not available that day….

Agent:Ok, no problem. Should your schedule change, you can still sign up at _____. Thank you for your time, and enjoy the rest of your day!

Social MediaProfile


VI. soCIaL MedIa ProfILe

setting up and managing profiles


VI. soCIaL MedIa ProfILe

Collecting and verifying prospect information

building and nurturing connections

Joining and contributing to relevant groups/forums

LandingPages andForms


VII. LandIng Pages and forMs


VII. LandIng Pages and forMs

GoogleAds


VIII. googLe ads

YOUR ADS WILL BE DISPLAYED ONDIFFERENT WEBSITES


VIII. googLe ads

YOUR ADS WILL BE DISPLAYED ONDIFFERENT WEBSITES

Live Chat


Ix. LIVe CHaT

Webinars


x. WebInars

A. Invitation

Email Templates

B. Follow-up


x. WebInars

Call Script

INTRO Hi {prospect name}, this is {caller’s name} from {company name}. How are you doing today?

INVITATION Great. I’m giving you a call because I understand that we are all suffering from the fluctuating economy caused by today’s nCov pandemic. As a fellow B2B marketer, we have to think of ways to prevent our campaigns from faltering. Good thing because we’ve set up a webinar event that will talk about these great strategies to help you through this storm. This will really be worth your time, don’t you think?

SCHEDULE So we’ve set up two webinar schedules which will be on the 25th and 26th of March ! PM Pacific Daylight Time. Which time would best fit your schedule?

REGISTRATION Great! I’ll have you registered to the event with your contact details {review contact details}.

CLOSING Our team is so excited to share these strategies with you! See you in the webinar.


x. WebInars

A. Social Media Banners

B. Social Media Posters

C. Email Header D. Event Cover Poster with Speaker

E. Promotional Banners in PDF

LINKEDIN

FACEBOOK TWITTER

FACEBOOK

Promotional Materials


x. WebInars

Landing Page & Forms


x. WebInars

Video Recording

Date post:	28-Dec-2021
Category:	Documents
Upload:	others
View:	4 times
Download:	2 times

Callbox Marketing Kit

Documents