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SLCHUG May 25, 2016

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#SLCHUG Good morning
Transcript

#SLCHUG Good morning

#SLCHUG

Agenda• Welcome • Introductions & House Keeping w/ Doc • Lead Rotation w/ Brandon • Inbound Organization w/ Dan• Sales Mastery Tools w/ Amelia• Q&A & Wrap-up

#SLCHUG

Decks Will Be Available

Recap Post Coming

Recording Presentation

#SLCHUG

READY?

#SLCHUG

Cool Stuff• Welcome to the launch of SLC HUG• Our goal and charter• Volunteers encouraged

#SLCHUG

DARINBERNTSON@iGoByDoc

Founder

Co-Leader SLCHUG

#SLCHUG

BRANDONCARTER@bscarter

Marcom Manager

HubSpot Customer

Co-Leader of SLCHUG

#SLCHUG

Roll Call• First Event? • HubSpot Users?• HubSpot Partner Agencies?• Awesome Guests?

#SLCHUG

Our Goals For SLCHUG• Education – Inbound in general– Some HubSpot specific

• Who is this for? – HubSpot Customers, Partners & Prospects– Anyone who wants to sharpen Inbound skills

#SLCHUG

Our Goals For SLCHUG• Frequency

–Minimum 4 times a year– Is there a demand for more?

• These events are for you –We are not here to sell anyone– This is a learning environment– Let’s be “inbound” and be helpful to each other

#SLCHUG

May 26, 2016 - New Digs

The Inbound Organization in 2016

Like Our New Digs?

#SLCHUG

#SLCHUGWho Wants To Sit This Close?

#SLCHUG

#SLCHUG

Code:HUGSaltLakeCityfor contest and$50 Discount

#SLCHUG

Save The Date Our Next SLCHUG Event

Thursday, August 18, 2016 Topic TBD

#SLCHUG

PODCASTS?

#SLCHUG

#SLCHUG

SAVE 20% SLCHUGdmc

Reg Price $350/$225 Discounted Price

$280 SLCSEM Non-Members $180 SLCEM Members

Discount ends June 9 - 9PM

Purchase dmc.slcsem.org

#SLCHUG

WHEW!House is clean…

#SLCHUG

Let’s TalkCertifications?

#SLCHUG

#SLCHUG

Who Has Completed…

#SLCHUG

New Certifications

#SLCHUG

#SLCHUG

#SLCHUG

Go GetCertified

#SLCHUG

NEXT UP

Brandon Carter

#SLCHUG

BRANDONCARTER@bscarter

An Introduction to Lead Rotation

Live Demo

#SLCHUG

DEMO

#SLCHUG

NEXT UP

Dan Tyer

#SLCHUG

DANTYRE@DanTyreDirector

THE INBOUND ORGANIZATION IN 2016

MAY 25, 2016 DAN TYRE, HUBSPOT [email protected]

#SLCHUG

Cool Stuff• Welcome to the launch of SLC HUG• Our goal and charter• Volunteers encouraged

DAN TYRE

FIVESTARTUPSSINCE1983

EMPLOYEE#6ATHUBSPOT

LEADER,MENTOR,ADVISOR,SPEAKER

INBOUNDMACHINE

@dantyre

Over the past decade, there’s been a fundamental shift in business.

At its core, inbound is about building relationships with

your audience by providing them with value.

The old

86% skip

TV ads

91% unsubscribefrom email

200M on the

Do Not Call list

44% of direct mail is never opened

BROKEN.

playbook is

INBOUNDMARKETING

INBOUNDSALES

INBOUNDSALESMETHODOLOGY

INBOUNDSERVICE

THEINBOUNDORGANIZATION

At HubSpot, we are on a mission to make the world more inbound by empowering businesses to connect with their audience in a meaningful way.

QUESTIONS?

#SLCHUG

NEXT UP

Amelia Wilcox

#SLCHUG

AMELIAWILCOX@AmeliaWilcox

Owner

4 Killer Tools for Sales Mastery

[email protected] @AmeliaWilcox

✤ Onsite corporate massage programs and events

✤ Launched in 24 states in last 17 months

✤ Grew Admin team from 4 to 14

✤ Grew MT team from 18 to 250

✤ Growing at rate of 233%

[email protected] @AmeliaWilcox

Since I Found Hubspot…

Revenue

Website Traffic

Customers

[email protected] @AmeliaWilcox

How Do You Scale Uber Fast and Not Die?

[email protected] @AmeliaWilcox

Email Templates

✤ Template for every instance

✤ Maintain company voice/tone

✤ Include links to blog content

[email protected] @AmeliaWilcox

Email Templates

✤ By blog subject

[email protected] @AmeliaWilcox

Email Templates

✤ Effectively map sales process

✤ Consistent customer experience

✤ Reduce sales workload

✤ Arm sales team with content tools

[email protected] @AmeliaWilcox

#1: Build Email Templates to Scale Sales Process

[email protected] @AmeliaWilcox

Least Expensive Way to Increase Revenue?

Sell To Your Existing Customers

[email protected] @AmeliaWilcox

Work-flowing Tasking

✤ Property Based Workflows can’t be triggered by Deal Property, only Contact Property.

✤ We use “Recent Deal Close Date”.

✤ We select the actual date of service to be the “Recent Deal Close Date”.

[email protected] @AmeliaWilcox

✤ Get feedback on massage therapists

✤ Find ways to improve our services

✤ Increase our Google and Yelp reviews

✤ Increase revenue from existing client base

Work-flowing Tasking

[email protected] @AmeliaWilcox

#2: Automate Tasking with Workflows

[email protected] @AmeliaWilcox

Meet Steph

✤ Bad a** drummer with 3 kids✤ Works 30 hours a week✤ 643 leads in her pipeline

[email protected] @AmeliaWilcox

Sequences

✤ Mini CRM workflows

✤ Manually enroll people

✤ Unenrolled when reply

✤ Automate templated emails

✤ Automate tasking

[email protected] @AmeliaWilcox

Sequences

✤ Automate email follow up for leads who submit forms

✤ Touch base with leads to resell

✤ Coming soon: reason-specific sequences

[email protected] @AmeliaWilcox

#3: Create Sequences To Reduce Follow Up

[email protected] @AmeliaWilcox

Deal Properties

✤ Entire Sales team on the same page of what info to collect.

✤ Everyone knows where to find the information they need, and quickly!

✤ Eliminates most errors, less confusion between departments.

[email protected] @AmeliaWilcox

#4: Build Deal Properties to Reduce Errors

[email protected] @AmeliaWilcox

The Nuggets

✤ Build Email Templates to Scale Sales Process

✤ Automate Tasking with Workflows

✤ Create Sequences to Reduce Followup

✤ Build Deal Properties to Reduce Errors

[email protected] @AmeliaWilcox

Contact Info:

✤ Email: [email protected]

✤ Twitter: @ameliawilcox

#SLCHUG#SLCHUG

Questions?

#SLCHUG80

Search EngineOptimization

Blogging & Social Media

Lead Generation

Email & Automation

Marketing Analytics

Lead Management

#SLCHUG#SLCHUG

Coming Soon

Webinars, Blog, & Podcast

Diving deeper into HubSpot tools and Inbound Methodology,

and User Stories Watch for eMail from Doc

#SLCHUG

Save The Date Our Next SLCHUG Event

Thursday, August 18, 2016 Topic TBD

#SLCHUG

SAVE 20% SLCHUGdmc

Reg Price $350/$225 Discounted Price

$280 SLCSEM Non-Members $180 SLCEM Members

Discount ends June 9 - 9PM

Purchase dmc.slcsem.org


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