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Master of the Moment

The Art of Follow-up Marketing

By Dave Lee, VP of Marketing, Infusionsoft

Table of Contents
Chapter 1: F orced to Sell My “Baby” – Chapter 11: Robert Jenkins and the Challenge of
The Story of Robert Jenkins 4 Small Business Growth 35
Chapter 2: The Road-Side Café 7 Chapter 12: Why the “Old” Ways No Longer Work 38
Chapter 3: The Hinge-less Wooden Box 10 Chapter 13: The “New” Way to Market and Sell 41
Chapter 4: The Doctor’s Office 13 Chapter 14: How to Master the Moment 45
Chapter 5: The Nacho Cheese 16 Chapter 15: When There’s Not Enough of YOU
Chapter 6: The Rolodex 19 to Go Around 49

Chapter 7: The Couch on Craigslist 22 Chapter 16: The Power of Automation 52

Chapter 8: Yosemite’s Half Dome 25 Conclusion 56

Chapter 9: Sailing The British Virgin Islands 28 SECTION III

Chapter 10: The One Month Anniversary 31 Success Manual: Proven Follow-up Marketing Samples,
Templates, and Ideas 59

© 2008 Infusionsoft. All rights reserved.

Most small business owners
experience one of three situations:
success, survival, or failure. Follow
the story of Robert Jenkins as he
experiences his first small business
failure. Find out what lessons he
learns to help him become a
successful small business owner.
C hapt e r

Forced to Sell My
“Baby”– The Story of
Robert Jenkins

Master of the Moment: The Art of Follow-up Marketing

“Here you are Mr. Jenkins. A check the music yet. Everything I’d worked for and I stopped vacationing. And still the
for $50,000. The rest will be wired to your was now in the hands of a corporate giant. demands of the company grew.
account within two weeks.” A small part of me felt as though I had Ironically, the more my business grew,
The man stuck out his hand. Holding died, but there was nothing for anyone to the less time I had and the more money
my breath behind clenched teeth, I bury. I was losing. I just couldn’t keep up with
begrudgingly responded. The handshake My business had not started out on the it all. I made promises that were nearly
was perhaps a little more firm than usual, wrong foot. Quite the contrary! I’d read impossible to fulfill on. Expensive mistakes
but we both had a point to prove. all the books, I’d talked to small business took their toll on the budget. And although
By anyone’s standards, I was getting owners, and I’d done a thorough job of I had employees, they worked their eight
the better end of the deal. My company researching my market. And my hard work hour shifts and then disappeared, even if I
had slowly lost money for three straight was rewarded. was forced to work through the night.
years. One more year of decreasing For years my family and I enjoyed a And then came the brutal reality that if
revenue, and the entire business (including modest living. We may not have had a I didn’t do something different, the business
all my personal investments) would have lot of excess, but we had enough. And would dissolve and my family would suffer
found itself dissolved. Finding a buyer had then... I became selfish. If my business was a major set back. So I swallowed my pride
been a miracle. good enough to keep my family and I and entertained the offer of a large,
Even so, I didn’t like the smug look living well, I reasoned, shouldn’t it be able competitive corporation. Each phone
being offered by the buyer. I barely resisted to do more? Besides, in reading about the call and personal meeting tore at my self
the strong urge to punch him in the face successes of other small business owners, I worth, but I didn’t know how to keep my
and tear the check in half. Sure, he’d became inspired. I wanted to turn my one- business running. Ultimately, I gave in to my
saved me from financial ruin, but what did man shop into something a little bigger. sense of survival. What other choice did I
this man care about my company? He’d So, taking what extra money my have?
acquired several just like mine. For him it family had (and then some), I attempted Slowly I made my way back to my
was simply another business transaction. to “build out” my company. Soon, I had car, carefully avoiding the cracks in the
To me, it felt as though I’d sold my soul, my employees, payroll, extra customers, extra sidewalk. During the short trip home, I
baby. prospects, extra bills, and zero time. The flipped through radio channels, searching
With a resolute sigh, I stuffed the check larger the business became, the less time for something to take my mind off my pain.
deep into my limp wallet and walked out I had. It wasn’t long before the business But, much like a poorly written love scene,
of the office. consumed me. every song reminded me of the company
I forced myself to work long hours I’d betrayed. When Chicago’s “Hard to
Leaving my car in the parking lot I Say I’m Sorry” blared out of the speakers, I
wandered down the street, choosing to just to keep the company afloat. My cell
phone stayed attached to my hip – in case switched off the radio and continued the
walk along the curb rather than the center trip in silence.
of the sidewalk. Although my wife had one of the new customers I fought so hard
hinted at a post-sell party, I couldn’t face to get should need to call me. My family As I pulled into my driveway, I steeled

Master of the Moment: The Art of Follow-up Marketing

myself against the temptation to cry like a again.

little girl. The last thing my family needed “I love you, honey,” Laura shouted as I
was for me to become a watering pot. climbed into my car.
Staring at myself in the rearview mirror I
practiced my, “There’s something in my “Great,” I thought, “A whole weekend
eye,” excuse and got out of the car. for me to brood alone.” But I suppose it
beat moping in front of my family. Little did
“I’m home,” I hollered as I walked I know… what started out as a weekend
through the front door. The sound of my retreat would transform the way I looked at
voice echoed through the entry. The house the entrepreneurial world forever. Through
seemed abnormally quiet. There were no a series of seemingly unrelated events, I
sounds of screaming children, no barking would learn some of the most important
dogs, and no dishwashers or washing lessons of my life.
machines running. The house was as silent
as a grave. Perfect for a man who’d been
lost in dark thoughts all day.
While I stood contemplating the
silence, my wife, Laura, wandered out of
the kitchen holding a suitcase in one hand.
Without a word, she handed me the bag.
“What’s this?” I asked.
“A suitcase.”
“I know it’s a suitcase. What’s it for?”
“You’re leaving.” I raised my eyebrows,
questioning my wife’s response. With a
quick kiss she wiped away my doubts. “I
rented a cabin for you in Big Bear. You’ve
got the whole weekend to yourself.”
“You’re not coming?” I asked.
My wife smiled and shook her head.
“I can’t help you through this one. This is
something you’ve got to work out on your
own.” She handed me a map printed from
the Internet and guided me out the door

C hapt e r

The Road-Side Café

Master of the Moment: The Art of Follow-up Marketing

The last signs of sunshine slipped behind Occasionally, the husband tapped his Years ago I read a frightening statistic:
the surrounding pine trees as I pulled my finger on the menu, apparently trying to 80 percent of small businesses fail within
car into the parking lot of a road-side café. make up his mind. the first five years. At the time, I hadn’t
Three cars sat on the gravel lot in front of I was fully engrossed in my people regarded that fact with any interest. I’d
the building, and the lights shining from watching efforts when a woman with a long since passed my five-year mark. It
inside seemed to indicate the café was black apron slipped through the entry of wasn’t until I decided to take my company
open. a back room. Setting a glass of water and a step further that I found myself in trouble.
I took my chances. After climbing out a menu in front of me she mumbled, “I’ll I had two questions with no answers.
of my car, I locked it. Glancing up and give you a minute,” before winking and What set the 20 percent of businesses
down the rarely traveled road in front of attending to her other patrons. apart from the 80 percent that failed?
the café, I congratulated myself on being I glanced at the few dinner selections, And why could one business owner grow
so conscientious. “Good thing I locked the made a decision, and sat back to his business when another, starting at the
doors,” I thought. “The last thing I need is contemplate my life. What a great same line, failed to do so?
a deer or a moose taking a joy ride in my celebration party. How had it come to The voices of the elderly couple
car.” this? Dinner at a roadside café without a reached my ears, dismissing my own
Resisting the urge to live on the wild single person to keep me company, and thoughts. I sipped at my water and
side and unlock the door, I took a moment no pressing responsibilities to keep me enjoyed the wholesome conversation
to observe my remote surroundings. It was grounded in reality. I didn’t even have the between the couple and the server. It had
a wonder I’d even found this place. Taking demands of my business awaiting me at been a long time since a conversation so
note of the café’s rusting door hinges and home. untroubled had come to my ears.
rotting wood siding, I walked inside. The same old questions flooded my “Who’s cooking tonight?” the wife
The building had once been a house, brain. Had I made a mistake believing asked.
converted to include a single dining my business could grow? Had I acted “It’s Phil,” the server said. “Phil’s
area that wrapped in an L shape around foolishly? Although my actions led to the cooking.”
supporting beams. The paint on the walls decline of my business, I couldn’t bring
had cracked and a few white peelings myself to believe small business growth I watched the couple nod their heads
dotted the corners of the floor where a was impossible. I’d watched other small emphatically. “Good. Phil’s cookin’. I’m
broom had unsuccessfully reached. business owners grow their companies glad it’s Phil. Nobody cooks steaks quite
for years. So what made the difference? like Phil does.”
A free-standing sign read, “Please
seat yourself.” I chose a small table in the Why did their attempts bring more sales The couple continued to chat with the
back corner of the room and sat down. and revenue and mine simply created server for a while. Trying not to eavesdrop,
An elderly couple made up the only other a chaotic mess? Did they have better I couldn’t help but hear every word they
occupants. They both held their menus products or services? No, I couldn’t believe spoke. Most of it included their current
close to their faces, scrutinizing every word. that either. illnesses, who was new to the area, and
their children.

Master of the Moment: The Art of Follow-up Marketing

After a while, I heard the man say to the really does know how to cook those steaks.
server, “Hey, did you know our son John got But these people were living in the past. The
himself a LAP-TOP?” The way he emphasized building was old. The cash register may have
laptop I nearly fell out of my chair laughing. come directly from a five-and-dime store.
The waitress simply nodded her head The idea of a LAP-TOP created speculation.
knowingly and disappeared into the back And I wouldn’t have been surprised to
room again. discover that the café lacked a dishwasher.

As soon as I’d managed to suppress These people were sitting on the road
my laughter and had taken a long drink of less traveled by, and the rest of the world
water, a remarkable thought struck me. was passing them up. Without technology
they would always be the little old café with
Here I was laughing at the backward Phil the cook. They could never be anything
nature of this elderly couple, but why was I more. And they were probably more than
laughing? Because everyone knows what happy with that. Like me when I first started
a laptop is. And why do they know what a my business, they were content to take care
laptop is? Because they have become an of their families. Lesson From the Roadside Cafe:
absolute necessity for much of the business
world. Even so, here is the lesson I learned from Whatever successful small businesses
the roadside café: whatever successful small were doing to grow, chances
Technology, especially computers businesses were doing to grow, chances were pretty good they were using
and the Internet, has revolutionized the were pretty good they were using computers computers and the Internet to do it.
way businesses both corporate and small and the Internet to do it.
function. Few things accomplished in
this millennium could have been done
without the speed and accuracy modern
technology provides.
The server came back into the room
with two heaping plates of food and I made
another observation. This same side-of-the-
road café will never get any bigger or bring
in any more money than they currently are.
In fact, I wouldn’t be surprised to see the
café disappear within the next few years.
It’s not that the service was bad. Or the
prices were too high. And once I got my food
I had to agree with the elderly couple. Phil

C hapt e r

The Hinge-less
Wooden Box

Master of the Moment: The Art of Follow-up Marketing

I spent the rest of my evening reading booths. Most displayed the usual arts and “Why don’t you sell them online?” I
a book in the cabin and trying not to think crafts: hand-tied quilts, jars of homemade suggested.
about what the new owners would do jam, and the typical wooden sign that She shrugged her shoulders again, but I
to my business. But it’s not easy to read a said things like “Cancel my subscription, I could tell she was interested. She’d gotten
book when all you can think about is what don’t need your issues” and “Unattended up from her chair and was as close to me
might have been. children will be given an espresso and a as her display table would allow. “I don’t
Fortunately, the following morning free puppy.” have a computer. Besides, even if I did I
brought with it a little clarity. Having But then I stumbled upon something wouldn’t know how to do it.”
moved my way through the grief cycle, I unique enough to make me stop. In the “Man,” I exclaimed, “If I had your talent
was no longer angry. Just sad. And sitting last booth I came across, a woman who and creativity...” I paused. “I’d probably
alone in a cabin wasn’t helping. So I was displaying hinge-less wooden boxes. wind up in massive debt and have to sell
showered, dressed, and went for a drive. Intrigued by the product I picked one up out” didn’t sound like the best way to finish
My intention had been to return to the in my hands, turning it over several times that sentence. Instead I mumbled, “I’d
little café. After all, that had been the only admiring the workmanship. market these somehow.”
pleasant moment in the midst of a very The woman smiled at me. “Can I help
disagreeable day. For the next thirty minutes, the wooden
you find the one you want?” box maker and I brainstormed possible
But along my way to the café I spotted “Do you make these yourself?” I asked. business options. We discussed the pros
a local fair. At least that’s what the sign and cons of eBay. I explained the basics
said. Passing through one of the small “Sure. It’s kind of a hobby.” She
handed me a few different sizes and wood of building a website and suggested she
mountain communities, my attention was partner with other small business owners.
drawn to a large white sign pulled tightly types. Each had its own special design
and each was well crafted. The hefty price We passed around the idea of boutiques,
over the street. “County Fair this way –>.” opening her own shop, and wholesaling
I parked my car alongside the road and tags spoke volumes about the work she’d
devoted to making these boxes. I could her product to larger companies. With
headed in the direction of the arrow. each idea she became more animated
imagine them sitting on dressers as jewelry
A short walk from the main street, boxes or adorning the bookcases and desk and I got more nervous.
three dozen professional booths had tops. The conditions I’d found myself in
been assembled. At each booth vendors made me hesitate somewhat. Isn’t this
desperately sought the attention of “Just a hobby, huh? Why not make
them for a living?” the very same reason I lost my company,
passers-by. To the west of the “fair” booths, because I wanted to grow it? Did I have a
the public library had their doors flung The woman gave me an appreciative right to suggest someone else travel down
open. Behind the booths I spotted a city smile and shrugged her shoulders. “I would the same road that left me near financial
park full of young children. really like that. But I’ve already sold as ruin? Despite my concerns, the excitement
Trying not to make eye contact with many as I could to the people around of a new business venture lured me back
any of the vendors, I walked among the here. The county fair is the only place I can into the conversation. Something I’d
find new buyers.”

Master of the Moment: The Art of Follow-up Marketing

thought I’d lost was creeping back into my

A sudden onslaught of people brought
our conversation to an end. I bought two
hinge-less wooden boxes and hurried back
to my car. My wife had rented the cabin for
an additional night, but the second night
would be wasted. I’d done what my wife
sent me here to do and I was ready to leave.
A single ray of sunshine burst through the
clouds of gloom. Whether others considered
me a failure or not, one thing about me had
not changed. I was an entrepreneur. And Lesson From the hinge-less
if I could just figure out the secret of small wooden box:
business success, I’d start again. I had to.
It was in my blood. But this time I’d start Whether others considered me
smarter. (And I would pass on my newfound a failure or not, one thing about
knowledge to the box maker... and anyone me had not changed. I was an
else ready to listen.) entrepreneur. And if I could just
figure out the secret of small business
Call it a mid-life crisis, call it desperation, success, I’d start again. I had to. It
but I had enough money to easily support was in my blood. But this time I’d
my family through several months. And I had start smarter.
every intention of spending at least the next
couple of weeks discovering the secrets of
owning AND GROWING small businesses.
What I didn’t realize is that each day,
each interaction with business owners and
consumers would bring me closer and closer
to the one secret EVERY small business owner
should know.

C hapt e r

The Doctor’s Office

Master of the Moment: The Art of Follow-up Marketing

A week passed before I had the “And if you think that’s an idle threat, you “Sleep much?”
chance to start my quest. The excitement don’t know my wife!” “About seven hours.”
of “having dad home” prompted my “Mm-hm,” the doctor responded, lifting
children to plague me with dozens of “Before you sold out?”
his stethoscope off his neck and inserting
requests. I found myself at soccer games, it into his ears. He pressed the chest piece “Four or five.”
the movie theater, playing board games, against my back and told me to take a After a dozen more questions, each
and even at a neighborhood barbeque. deep breath. one more imposing, the doctor stood and
But a small incident late in the After a thorough investigation of my pulled a ball point pen from his pocket.
week finally gave me a chance to start lungs and blood pressure he sat down on Scribbling notes on a prescription pad he
searching for small business solutions. the exam stool facing me. “Tell me, Mr. tore off the top sheet and passed it to me.
The doctor tapped on the door of the Jenkins, have you experienced anything “You have high blood pressure. It’s
exam room and walked in without waiting abnormal lately?” not uncommon, but it does need to be
for a response. He pulled my chart from the “With my body?” I asked. monitored. I want you to exercise at
plastic wall mount and studied it without so least three days a week. And get this
much as an upwards glance. “Sure. Your body. Circumstances in your prescription filled. Come back and see me
life. Change in jobs. Anything like that.” in a month or two and we’ll figure out what
He was a young man – early to mid
thirties, with a clean shaven face and light “I just sold my company.” For a brief to do from there. Any questions?”
brown, neatly combed hair. He wore a moment an irritating pain squeezed “Yes.” I said, my curiosity peaked.
traditional white coat with a stethoscope my heart. But I didn’t need a doctor to “When I said I was a small business owner,
around his neck, as if modeling for a diagnose this one. Bitterly, I added, “For a you said it figured. Why?”
medical journal. He even muttered words fraction of what it was worth.”
“I see it all the time,” he responded.
like, “hmm” and “aah” as he studied the “Business owner, huh? It figures. Why “Business owners come in with all kinds of
notes before him. did you sell?” complaints. 90 percent of the problems are
“So, Mr. Jenkins,” the doctor said, finally This was not a discussion I wanted to stress induced. Complaining customers,
looking up from his clipboard. “What am I have, but the thought of my wife calling long hours, poor eating habits. No breaks.
seeing you for today?” an ambulance prevented me from being At some point it catches up to them.”
I’d already recited my story to the obstinate. He chuckled. “I’ve got a patient who
nurse, but repeated it for the doctor’s sake. “My company was losing money. I had goes deaf in one ear when she gets too
“I was playing basketball with my son. to sell.” high strung.” He glanced at my chart
We’d been out there about an hour when again before saying, “Probably a good
“Hmm. I see. And what about your
I felt a pain in my arm. Normally I wouldn’t thing you sold your company.”
weight? Have you gained or lost more than
worry about it, but it lasted through the
ten pounds in the last six months?” The doctor gave me half a smile and
night. My wife said if I didn’t come see you
“Gained.” walked out of the room. The door had
she would call an ambulance.” I laughed,
barely shut when a nurse flitted in. “Well

Master of the Moment: The Art of Follow-up Marketing

that does it. The doctor gave you your picked up a postcard off her desk and
prescription so you should be good to go. flipped it in my direction.
Just stop by the reception desk and schedule I skimmed the postcard as the grumpy
your follow-up appointment.” receptionist pulled up her appointment
I thanked the nurse and headed back calendar, found the perfect day for my next
out into the lobby. A few individuals were visit, and wrote out a reminder card.
spaced throughout the room reading I walked out of the doctor’s office
magazines. They looked up as I came wondering whether the receptionist ever
through the door then returned to their experienced deafness in one ear.
As the door closed behind me, I was
Anxious to get home and stop my wife granted a moment of insight.
from tracking me down, I stepped over to
the receptionist’s desk. The young woman By my best guess the receptionist in the
behind the desk had a phone pressed doctor’s office might have been making
against her ear. Her look of dismay was $10 an hour. And at that rate, what she was Lesson From the doctor’s office:
evident in the half-closed eyes and lifeless doing was little better than slave labor. The
To succeed I needed to discover
expression. doctor, on the other hand, probably took
how to become the doctor… not the
long lunch breaks, cancelled appointments
“That’s right. This is just a reminder call. receptionist. I needed to spend my
to go golfing, and closed his office when
You have a doctor’s appointment tomorrow energies working ON the business,
he vacationed. As long as he had others to
at 2:00 p.m.” Pause. “Okay, we’ll see you not IN it. Otherwise what was the
manage the volume of mundane tasks, he
tomorrow.” point of owning my own company?
was free to act as he chose.
“Rough day?” I suggested, trying to be So how did that relate to me and my
polite and make conversation. business? When I calculated the many hours
“Day?” she asked. “Try life. I’ve only got spent at the office and deducted financial
16 more calls to make in the next hour.” Her losses, my own personal income was little
words dripped with sarcasm. better than $10 an hour. As the business
“It can’t be that bad,” I encouraged. owner, didn’t I deserve a larger paycheck?
To succeed I needed to discover how to
“Really?” Grabbing the edge of her desk, become the doctor… not the receptionist. I
she rolled her chair to the side, revealing needed to spend my energies working ON
three piles of paperwork on the floor. “You the business, not IN it. Otherwise what was
try updating customer records, making the the point of owning my own company?
reminder calls, scheduling appointments,
and getting all of these mailed off.” She

C hapt e r

The Nacho Cheese

Master of the Moment: The Art of Follow-up Marketing

Less than thirty seconds after leaving bit curious, I wandered toward the man nacho cheese?” I asked, pointing to the
the doctor’s office, the receptionist in the suit. Distracted by his mess he didn’t containers my companion had set on the
bumbled out the door after me. “Mr. see me approaching. I watched in wonder ground.
Jenkins. Mr Jenkins. You left your wallet on as he placed each of the canisters on The man sighed, obviously uninterested
the counter!” the ground and reached for the one still in answering my questions. Nevertheless,
I paused mid-stride and patted down making its escape. Grabbing it and being he responded with a full narrative. “No. I
my pockets. She was right. My wallet was careful not to touch the orange goo, he have gravy, chili, and bean dip, too. The
not on me. I turned around and waited for scooped the spilled substance back into best of the Bryant Foods product line. And
the receptionist to reach me. “Thank you. the canister. the bane of my existence.”
That could have been a real disaster.” She I closed the space between us and My nacho cheese companion
handed me the wallet. “I appreciate you said, “That’s quite a mess you’ve got there. reached down to grab his other
running this out to me.” Can I help you somehow?” containers. Balancing one precariously in
“Forget it. Just another one of the The man looked up briefly and the crook of his arm and attempting to
things I have to do. But maybe next time continued, unsuccessfully, to gather the hold two with one hand, it was no wonder
you won’t be so careless.” goo into his metal canister. “Not unless he’d already spilled. When another of
Anybody else may have stormed you’re willing to offer me a new job.” his thermoses slipped from his grasp and
back into the office and demanded I chuckled. “Wish I could help. But I’m tumbled to the ground (luckily without
the receptionist be reprimanded for her kind of searching for one myself. What spilling), the poor man groaned, dropped
rude comment. But I understood her. So have you got there?” all the canisters, the bag of tortilla chips,
I acknowledged her sarcastic comment and sank to the ground with a hard thud.
“Nacho cheese.”
with a simple head nod and watched her “Forget it,” he growled. “It’s just not
grumble her way back into the office. “Nacho cheese?” worth it.”
Having escaped further accusations I Nacho cheese man gave up his I looked down at my jeans – my
made my way leisurely through the parking attempts and pressed a lid onto the favorite pair of jeans – and squatted onto
lot to my car. The clattering of metal hitting canister. “Yes. Nacho cheese. I was trying the pavement of the parking lot along
pavement stopped me and I turned in to take it to the hospital.” He pointed to with the dejected young man. Though I
the direction of the noise. Only a few the general hospital across the parking lot seriously doubted my wife would enjoy
yards away a man in a gray suit hovered from where we now stood. “But I couldn’t getting dirt and grease out of my pants,
over a seeping pile of orange goo. In his find a place to park.” I could sense there was a lesson to be
hands he held several metal canisters and “Interesting,” I said. “Does the hospital learned from the nacho cheese. And if I
an oversized bag of tortilla chips. On the have a great need for cheese?” had to sacrifice a pair of jeans to learn it,
ground an additional canister was slowly then I had to sacrifice.
“I hope so,” said the suited man.
rolling away. “Look,” I said, “I haven’t got anywhere
“Otherwise I’ll be out of a job soon.”
Being unhurried and more than a little to go today. If you’d like, I’ll be more than
“Are all of these thermoses filled with

Master of the Moment: The Art of Follow-up Marketing

happy to carry a few thermoses for you.” A few alternative career options came
A brief moment of hope flitted through to mind, but seeing the dejected look of the
the man’s eyes. But the look was closely nacho cheese salesman, I kept my thoughts
trailed by a dark shadow of despair. “Forget to myself. Instead I stood up and bent down
it. I just don’t think I can handle another to retrieve a few canisters.
rejection today. Maybe it’s better if I pack up “Mind if I give you a hand?” I asked.
and go home.” “I have a crazy feeling this hospital is in
“Rejection? Who’s going to reject you?” desperate need of some nacho cheese.”

“The hospital’s cafeteria manager. If “Sure,” the young man answered,

I’m lucky enough to get an interview with following my lead and picking up the
the guy. I’m a salesman. I sell bulk foods to remaining thermoses. “I’ll take all the help I
cafeterias. Schools, hospitals, if it’s got a can get!”
cafeteria it’s part of my market.” On my way home I couldn’t help but
I scrutinized the thermoses and the single think about the nacho cheese. Surely there
was a better way to market bulk foods than Lesson From the NACHO CHEESE:
bag of chips. “Those containers aren’t going
to feed many people.” sending some poor boy door to door. Or in The “old way” of doing things no
his case... cafeteria to cafeteria. longer works. Not if you want to grow
“No. This isn’t for serving. These are for
Why did so many people insist on door- your business. Success is going to
taste testing. Every morning I heat up one
to-door selling? Didn’t they know it was be found in adopting “new ways” of
can of each product and put it into these
outdated? No one answers the door to a marketing and selling.
thermoses. I then spend my afternoons
talking to hospital cafeteria staff and school salesman anymore. And school and hospital
secretaries. I’m supposed to have them staff undoubtedly had better things to do
taste the products. If they like them, they than listen to a sales pitch.
place an order. And I, theoretically, get my Somebody needed to explain to Bryant
commission.” He picked up a stray stick from Foods that the “old way” of doing things no
the parking lot and ran it through the spilled longer worked. Not if you wanted to grow
cheese. your business. Success was going to be
“And I take it you’re not doing so well?” found in adopting “new ways” of marketing
and selling. But I’m not sure I knew what the
“No. Most the time I can’t get anyone to “new ways” included.
talk to me, let alone try this stuff.”
“Then why are you still doing it?”
The man shrugged his shoulders, “I need
a job.”

C hapt e r

The Rolodex

Master of the Moment: The Art of Follow-up Marketing

Though I spent time each day I wouldn’t have taken a chance on me Bored, I shifted in my chair and took
reviewing the lessons I’d learned, the either. But it didn’t mean I had to forgive stock of the desk behind me. This desk
majority of my new-found knowledge them. also had a calendar and picture frames.
came from accidental observations At last the line dwindled down and I But along with the typical office items, this
rather than serious contemplation. It was took my place at the next available teller. new desk had something I hadn’t seen in
purely coincidental when the next insight “I just want to deposit this check into my several years. A rolodex. And not just any
occurred. account.” rolodex. This rolodex filled an entire corner.
“Robert Thomas Jenkins! This check has The girl working behind the desk stared “Sorry to keep you waiting, Mr. Jenkins.”
been sitting on the table for almost two at the check for a minute before signaling “Not a problem.” I smiled half-
weeks. I want you to deposit it and I want for a manager. “I’m sorry,” she said. “I’m heartedly. “Tell me, what’s that on the
you to do it now!” not allowed to deposit anything over corner of the other desk?”
Like most men, I knew the use of the $5,000. I’m afraid you’re going to have to “The rolodex?”
middle name meant I needed to act. And I talk to one of our financial officers.”
needed to act fast. Although “Dirty Harry,” “Yes. The rolodex. What’s it for?”
I was led to an oversized desk at the
“The Great Escape,” and “Bullitt” were all far end of the bank. I sat down on one of Mr. Anderson shrugged his shoulders,
playing on separate cable channels, it was the small, plush chairs available to guests. dismissing my curiosity. “Customer
the middle of the day. And probably the “Wait here,” I was told. “Mr. Anderson will information. We keep the business cards
perfect time to head to the bank. Bidding be right with you.” of our high-priority clients in them.” He
a reluctant farewell to Steve McQueen I reached into his top drawer and pulled
pulled on my tennis shoes, kissed Laura on Again I was forced to wait. Technically from it a matching rolodex. “I have one,
the tip of her nose, grabbed the check off there was no rush, but waiting irritated me too. They’re very handy.”
the kitchen counter, and headed out the all the same. After all, I’d given up Steve
McQueen to be here at this moment. I tried not to show my surprise. Under
my breath I mumbled, “And you denied
The bank was crowded with lunch- The walls of the bank reclaimed my ME a loan?”
break patrons. A small line had formed attention first. Then, when Mr. Anderson
still failed to appear, I turned my focus to “I’m sorry. Did you say something?”
between two metal stands. I took my
place at the back of the line and, like the the objects on his desk. A large calendar “Nope.” We turned to the business of
other individuals waiting their turn, looked dominated the desktop. To one side of depositing my check.
around as if bored. I studied the banners the computer a handful of picture frames
Finally, having deposited a fraction
lining the walls – promoting home equity displayed the perfect family. A wife and
of what used to be my personal wealth, I
loans and small business loans. two young kids smiled cheerfully at their
headed back home to catch the tail end
I snorted. This same bank had denied of the Steve McQueen marathon. But it
my application for a loan less than six “Nobody’s that happy,” I thought. “But wasn’t just my bank account that received
months ago. Not that I could blame them. it makes for a nice greeting card.” a deposit. I was one experience closer
to learning the secrets of small business

Master of the Moment: The Art of Follow-up Marketing

Like the nacho cheese salesman, the
bank was suffering from the “old ways” of
doing things. No, they weren’t selling door-
to-door. But they weren’t taking advantage
of technology either. Rather than managing
their customers online, the bank wasted it’s
time with manual processes. I was startled
by the lack of ingenuity from a bank
and instantly resolved never to perform
unnecessary, manual tasks again.

Lesson From the RoLODEX:

Like the nacho cheese salesman,
the bank was suffering from the “old
ways” of doing things. I was startled
by the lack of ingenuity from a bank
and instantly resolved never to
perform unnecessary, manual tasks

C hapt e r

The Couch on

Master of the Moment: The Art of Follow-up Marketing

“I’m sick of the couch.” It was a simple responded to the listing yet?” book shelves to the pictures hanging on
phrase that to most people would have I glanced down at my watch. “It hasn’t the wall to the knickknacks lining every free
required a simple response. But the way even been an hour yet!” space. Finally her gaze fell on the couch.
my wife said it I knew she intended to do “Oh!” She clapped her hands together
something about it. “I know. But I really hate that couch.
I don’t know why we bought it in the first excitedly. “It’s just the color I was looking
“Well,” I suggested, “We could put it on place.” for. Can I sit on it?”
Craigslist and just see what happens.” “Go for it.” As the potential buyer took
“Because it was a good deal and it
It was Friday night somewhere matched the house.” a seat on the couch, my wife wandered
between the decent television shows and into the room. She sidled up next to me
the ten o’clock news. Rather than force I returned to my spot in the recliner and and watched as the woman dragged her
myself to watch some poor-excuse-for-a- opened my laptop. Much to my surprise six reluctant husband to the coach.
sitcom rerun, I grabbed my laptop. new messages sat in my inbox. And all six
of them had the word “couch” in the title. “Isn’t it soft?” she cooed.
Of all the furniture listings on Craigslist, Without a word the laptop was handed “Soft,” he agreed.
over half were couches. Old couches, New over to my wife, whose mouth dropped
couches, grandma couches, and couches “I love it.” She turned a pleading face
open. to her husband. If I know anything about
that belonged at the dump. (Of course
most of these were being offered free.) “No way! Email them back. Let them husbands (and I do) this one didn’t care
know they can see it tomorrow.” what kind of furniture he sat on. It was all
I scanned a few pages and then one and the same to him. But he answered
started typing. Less than three minutes Thirty minutes later we had an
extremely interested buyer with an with a trained response. “If you love it, we
later, I had my listing: better take it.”
appointment to see it the next morning. Of
Selling a light tan, “everyday suede” the six emails, only one was serious enough His wife clapped her hands again.
sectional couch. It’s about four years old. to set up an appointment. The rest wanted Spotting Laura beside me she said, “You’re
$600. pictures emailed to them, pictures I was home is just so beautiful. I love what you’ve
I browsed quickly through the job too lazy to take, but it didn’t matter. By 8:15 done with it. And I think this couch is
listings then returned to the hideousness am we had a couple standing on the front amazing.”
of Friday night television. Once the news porch. “We’ve really enjoyed it.”
had run through the regular tragedies, “Hi,” I said as I opened the door.
celebrated a local hero, and made their I wasn’t going to contradict her
not-so-subtle political viewpoints known, I “Are you the people selling the comment, but Laura pinched me just the
was ready for bed. couch?” same.
Laura, thumbing through a pile of sales “Yep.” I moved aside and let them in. Our guest, oblivious to our actions,
catalogues, stopped me as I headed The woman, a friendly person with way continued talking. “We’re in such a
toward the bedroom. “Has anyone too much energy for such an early visit, bind. I’m hosting a big party tonight
surveyed the room. She glanced from the and I haven’t got a couch. I need one

Master of the Moment: The Art of Follow-up Marketing

desperately, which is why I was so excited to

see your listing last night.”
Ten minutes later, the couch was out
of the house and on a full size trailer bed.
And I – I mean my wife – had an extra
$600. Though I might never see a cent of
that money, I had something far greater in
value... another lesson. The buyers didn’t
haggle with our price. Nor did they care that
the warranty had long expired. They needed
a couch and we happened to be selling one
at the precise moment they chose to buy.
Not bad work for “testing” the waters.
Lesson From the couch on
But I suppose I shouldn’t have been craIGslist:
surprised. With millions of people living in L.A.
County, there was bound to be someone With millions of people living in
who wanted a couch for $600. We just L.A. County, there was bound to
needed to find that person. We needed to be someone who wanted a couch
sort through the semi-interested and mildly- for $600. We just needed to find
interested and find our enthusiastic buyer. that person. We needed to sort
through the semi-interested and
As my wife took the vacuum to the newly mildly-interested and find our
exposed carpet, I looked for a place to sit enthusiastic buyer.
down. My recliner was covered in freshly
laundered clothes and the couch was gone.
I had no where to sit!
“Wait a minute!” I said, rushing to turn off
the vacuum. “The couch is gone, and my
folks are coming for dinner tomorrow. Where
is everyone supposed to sit?”
“Maybe they won’t come,” my wife
suggested cheerily before starting up the
vacuum again.

C hapt e r

Yosemite’s Half

Master of the Moment: The Art of Follow-up Marketing

“Robert, slow down,” Laura hollered. “Then what are you going to drink? fellow hiker joined my wife and me beside
I turned back to see her trudging up the We’re only half way to the top and we’re the stream. He held his elbow awkwardly
hill. Within a few feet of me she paused, already out of water. If only you had positioned in front of him. Blood and dirt
leaned over, pressed her hands to her stopped at Curry Village like I told you to, oozed from a fresh wound and the bottom
knees and panted. we could have bought water there.” of his shirt had been torn.
I laughed and offered her what was The first signs of daybreak had peaked “Bad morning,” I suggested.
left in my canteen. “Drink it,” I said. “You’ll over the mountains just as we passed The man nodded his head. “Look, I
feel better.” Curry Village. I’d considered stopping, don’t mean to bother you, but I’m out of
“You know when the doctor said to but could almost hear the sounds of the water and I’d really like to get this thing
exercise, I don’t think this is what he had in mountain calling to me. Within a few short washed out. Would you mind helping me
mind. An eighteen mile hike? This is crazy.” minutes we would be on our way to one fill my canteen?”
of the most celebrated hikes in the state.
We’d set out unreasonably early that Silly it may have been, but if I could tackle I looked at his bleeding arm and dirty
morning from the Yosemite Valley floor. a mountain, somehow I felt my faith in face and went back to work purifying
Friends of ours had recently made the hike myself might be restored. Curry Village was more water. Hardly had I started this task
up Half Dome and recommended we try an unnecessary distraction. I’d driven by when a man and two teenage boys joined
it. Being of a competitive nature I took the without stopping. us. Though the morning was still early,
challenge seriously. sweat poured down the faces of the three
“I wasn’t ready to stop. Besides, I did newcomers and each held empty water
“Maybe,” I said in response to Laura’s a little research before we came.” Letting
comment. “But I always wanted to try it bottles.
my oversize backpack slip off my back
and since I’m unemployed it seemed like a and onto the ground, I opened it. From it I The man, who I supposed to be the
good idea.” My wife eyed me suspiciously. pulled a miniature water filter. I wandered boys’ father, held out a twenty dollar bill.
Her eye was still on me as she took another a short distance to where a stream ran “I’ll give you $20 if you can help my boys
swallow of water from the canteen, wiped parallel to the trail. and me. Guess we’re a little unprepared
her mouth with the back of her sleeve, and this morning, you know.”
handed the canteen back to me. “What is that?” my wife asked.
Being the practical woman she is, my
“I thought you were over that.” “A water filter of course.” The official wife asked, “Why didn’t you stop in Curry
Half Dome website warned visitors against Village and get some water?”
“Laura, a man doesn’t recover from contaminated water. Along the trail were
the loss of his business easily.” She glared more warnings to avoid drinking unfiltered “Didn’t think about it,” the father
at me and pursed her lips. “But I’m dealing water from the streams. Though we had answered. “Guess we were kind of anxious
with it. At least I’m dealing with it.” I shook failed to pack a sufficient amount of water, to get on the trail.” My wife gave me a
the canteen lightly and handed it back I’d carefully planned ahead. knowing look.
to her. “There’s still a little water left. Why I refused the man’s money. Handed
don’t you finish it?” I’d nearly finished refilling my canteen
with clean, ice cold, purified water when a the newly filled canteen to our first

Master of the Moment: The Art of Follow-up Marketing

companion and started the process again. just then there was nobody ready to sell.”
Before long our circle grew. Hikers without “That’s ridiculous,” Laura exclaimed. And
water asked for help. Tired individuals, we made our way back down the mountain
deciding not to finish the hike, had greedily together in silence.
devoured their water without realizing they
would need some for the trip down the
mountain. And everyone had a different
excuse for not bringing enough water.
“Thought I had enough.” “Accidentally
spilled it.” “Didn’t think any stores would be
open that early.”
I could have made a fortune on the trail
that day. These hikers would have paid me
every dollar in their wallets to be relieved
of their thirst. I accepted no money for
generously providing them with relief. But Lesson From yosemite’s
had it not been a national park, I would have half dome:
considered setting up a store right at this very It’s one of the great marketing truths:
spot on the mountain. people buy when they are ready
By the time our crowd disappeared, I was to buy.
exhausted. My wife readily agreed when I
suggested we try the hike another day and
we started back down the mountain.
“I don’t understand it,” she said being
practical again. “It’s an eighteen mile hike.
Why didn’t anybody stop and fill up with
The lesson I learned on the mountain that
day was not a new one. But it reinforced
what I had been taught several years earlier.
I shared that knowledge with my wife. “It’s
one of the great marketing truths: people buy
when they are ready to buy. And half way up
the mountain, they were ready to buy. But

C hapt e r

Sailing the British

Virgin Islands

Master of the Moment: The Art of Follow-up Marketing

“I’ve got it,” I declared. identical response, I called my father. minutes talking to me about my sailing
“Got what?” “Dad? If I want to take Laura on a experiences. We swapped a few stories,
sailboat for a week, who should I charter laughed about near fatal accidents, and
“The perfect way to spend our discussed the pros (and cons) of taking a
anniversary. How does a week long the boat from?”
wife sailing for an anniversary. At no point
vacation on a sail boat sound to you?” “The Moorings. We’ve chartered from in time did I feel rushed. Never did Brian
Laura grimaced, but I was undaunted. them since you kids were little and I’ve mention deposits or force me to commit to
never had any problems. Good company. a date.
As a child my father had frequently Always live up to their word. If you’re going
taken us sailing. Even now, when the sailing, they’re the people you want to By the end of the conversation, Brian
wind blew just right, I could smell the call.” promised to send me further information
salt from the ocean and imagine myself and told me to call him with any questions.
cruising across clear water to unknown So I called them. It didn’t take long to
figure out that my father had understated Less than one week later a small
destinations. package arrived in the mail. In addition
the value of The Moorings.
In each memory, my father stood at to the full color brochure displaying each
the bow shouting orders to my siblings and “Hello. Moorings. This is Brian.” style of boat, Brian sent a topographical
I as we adjusted and tightened first this “Hi Brian. My anniversary is coming up map, tips and tricks for sailing like a pro, a
rope and then that one. Mid-ocean we soon and I’d like to take my wife out on a pamphlet entitled, “Beginner Sailing in the
would take down the sails and spend the sail boat for a week or so.” British Virgin Islands,” and a rate sheet.
afternoon eating sandwiches and laying in It was at this point that all the other I handed the pamphlet to my wife
the sun. companies insisted they offered the and together we scanned the beautiful
Taking my wife on the same adventure best rates and tried to nail me down to glossy pictures included in the brochure. At
would be the perfect anniversary present. a date, boat, and deposit. Naturally I last my wife was swayed and I called The
At least for me. So I got online and was expecting the same thing. But that is Moorings to make the arrangements.
searched for the perfect charter company how The Moorings made the first positive “Moorings. This is Brian.”
to charter us the perfect sailboat for our impression on me.
perfect trip. “Brian? Robert Jenkins. We spoke last
“Anniversary? How many years?” week. I want to take my wife sailing for our
Like any good consumer I called “Ten.” anniversary.”
several companies, shopping the rates,
and asking the necessary questions. And “Congratulations. Have either of you “Of course. Ten years. I guess you
like all good companies, each business been sailing before?” received the brochure. How is your wife
answered in exactly the same way. This feeling about it now?”
“Sure. I sailed with my family as a kid
phrase was particularly popular, “We’ve and as a teenager. It was my father who The remainder of the conversation
got the lowest rates around.” told me to call you.” reminded me very much of our first
After the fifth company, and the fifth experience. Both times Brian remained laid
“Excellent.” Brian spent the next 15

Master of the Moment: The Art of Follow-up Marketing

back, seemingly unaffected by a potential

sale. And each time I grew to like Brian and
The Moorings a little bit more.
At last the perfect trip was perfectly
carried off. And I had The Moorings to thank
for it.
Perhaps in retrospect they provided
the same boats and supplies as any other
rental company. But in my mind the trip
could not have been the same without
the dedicated assistance of Brian and The
Moorings. After all, they had taken the time
to build a relationship with me first. And my
experience was better because of it. In many Lesson From sailing the british
ways I started to regret not building better virgin islands:
relationships with my own prospects and
customers. They had taken the time to build a
relationship with me first. And my
experience was better because of it.
In many ways I started to regret not
building better relationships with my
own prospects and customers.

C hapt e r

The One Month


Master of the Moment: The Art of Follow-up Marketing

Just one month after I sold my the buyer’s face. There was my answer.
company, I sat in a lounge chair on my Had the buyer been smug because he
back lawn reading a book. acquired a new business? Certainly not! He
With one hand I brushed the thick was my biggest competitor and owned his
green grass beside my chair enjoying the own company in the same industry. So why
comforts of summer. With the other hand the smug look?
I held my book. Though my eyes moved Because he had the answer that I’d
systematically back and forth across the spent the last four weeks trying to find. Sure,
page, my mind was far from the story. Not I’d learned some great lessons over the
surprisingly it had wandered back to my last few weeks. But none of those lessons
current situation. would contribute to small business success
I’d successfully overcome the anger of without this one missing piece.
selling my business, but somehow I knew I suddenly realized that my competitor
I would always hold some regret about had not purchased a business for $100,000.
the company I lost. I’d taken the high He had purchased a customer and
road and learned from my experience. prospect database of over 50,000 names. Lesson From the one month
I’d analyzed every possible small business He’d purchased my lists; the only valuable anniversary:
moment. things left of my business. For the only true value of a small
Problem was… there seemed to be With this addition, my buyer most likely business is in the value of its
something missing. Something that would doubled his own company. For the only customers and prospects.
tie all of my lessons together. true value of a small business is in the value
My mind wandered back to the of its customers and prospects. And for a
beginning. Back to the day I bid farewell to mere $2 per name, I had sold out!
my company. Back to the office. Back to I considered being angry again.
the moment when I heard these words: Indeed it was the first emotion to well up
“Here you are Mr. Jenkins. A check inside my heart. But to be angry was to
for $50,000. The rest will be wired to your deny the lessons I’d learned. There was
account within two weeks.” nothing to be done now. My business was
gone, but not my brain or my heart.
Anger seethed through my body once
again as I thought about that smug look on It came a month too late, but finally
the buyer’s face. The smug look that... I possessed all the keys for successfully
growing a small business. Now the question
That was it! The one thing I had been was... what kind of business would I start
missing for four weeks. The smug look on next?

Master of the Moment: The Art of Follow-up Marketing

Robert Jenkins’ Journal Entry

AUG. 7
t o S m a ll B usiness Success
The Secret

Lessons Learn
pu te rs an d th e Internet) will be th
Technology (c
medium for achieving iven to grow their
Lesson From the Roadside Cafe:
To understand the ultimate secrets or
s ar e in na te ly dr
True entrepreneur
Whatever successful
small businesses
for small business success,
you toto grow, chances
understand the basic
businesses sk s” to complete - were pretty
principles good them.
behind they are using
o m an y “ ta
• Small busin
esses have to it
computers and the Internet to do it.

w or ki ng IN th ei r business, not ON
they’re ” to sell, market,
in g “ ol d m et ho ds
• Too many of us us
& manage customer
•  Timing is everything
e bu y w he n th ey are ready to buy
•  pl
It’s about relation
a bu sin es s is in the customers and
The VALUE of
prospects "The List

The lessons Robert Jenkins learned
are powerful, important experiences
that can help any small business
owner on the path to success.
Discover the strategies and secrets
to growing your business quickly and
C hapt e r

Robert Jenkins
and the Challenge
of Small Business

Master of the Moment: The Art of Follow-up Marketing

Although the character of Robert Jenkins is time working on his business AFTER he
entirely fictionalized, the basis of each story finished working in it each day.
is real. I sold nacho cheese, gave water
to dozens of thirsty hikers, sold my couch The Lack of Resources
on Craigslist, and took my wife sailing in As you know, it takes a lot of resources
the BVI for our anniversary. The Roadside to run a small business. And it takes even I sold nacho cheese, gave water
Café and Doctor’s Office were anecdotes more to grow that business. However, to dozens of thirsty hikers, sold my
related to me by friends and family. like Robert, if you’re not prepared to couch, and took my wife sailing for
And each one of the stories taught me grow quickly and profitably, you’ll wind our anniversary.
important lessons. Lessons that have up investing your own money and your
helped me understand what Robert own time to keeping your business going.
Jenkins was looking for. The secret to And it will be no wonder if your personal
owning and GROWING a small business. resources are insufficient for sustaining the
Growth is not an easy goal. For most small
business owners, increasing sales and I’ll get into this a little more later. But I
revenue means increased time at the want to at least mention the two critical
office, increased customer complaints, resources you should never attempt to
increased bills, increased staff, time away grow your business without:
from family and friends, and a myriad of A POWERFUL MARKETING PLAN – Growth
other difficulties. In most cases, managing has nothing to do with the size of your
these new challenges is next to impossible. office or the number of employees you
Although the ideas and intentions of the have. It’s about how many customers
small business owner may be good, the and prospects you can market to.
end result can be disastrous. This is the Unfortunately, many business owners find
same situation Robert Jenkins found themselves chasing a handful of new leads
himself in. rather than spending their time marketing
to existing customers and prospects.
The Battle With Time
Once Robert focused on growing his customers to your pipeline is an
business, he was forced to spend more encouraging step in the right direction. But
time at the office. The desire to expand his your growth could come to a screeching
company did not instantly free him from halt if you have no way to fulfill the needs
his other commitments. He still had to help of those customers. If you don’t have the
customers, find leads, close sales, and pay help or the means of following through,
bills. The only way to grow was to spend

Master of the Moment: The Art of Follow-up Marketing

not only will you lose out on new customers, 2. May not know how to implement new
your reputation could be critically ideas and strategies
damaged with your existing customers. 3. Don’t have enough time to
Obviously the list of necessary resources incorporate these strategies into your
is longer than this. Depending on your business
business type you may need more partners Unless you really do your research, you
to help you sell your products or services. could end up on the wrong path having
You might have to add employees. And wasted time and money, and with nothing
you’ll probably want a system to more fully to show for your efforts. Focusing on
manage the new customers, prospects, the wrong things could be even more
partners, and other resources. But without detrimental to your business growth than
marketing and fulfillment plans, these other doing nothing at all!
resources are obsolete.
Now don’t get me wrong. Just because
The Know-How Deficit growth is difficult to achieve doesn’t mean
it’s impossible. When you understand and
Often times, the real factor holding up
embrace the right ways of growing, you
small business growth is one little challenge:
will find yourself on the road to unlimited
know-how. As a small business owner you
possibilities. I’ll show you how to get on the
have a million different marketing and
road in just a minute.
sales directions you could pursue. Do you
focus more on partners? Internet and web First let me demonstrate why so many small
marketing? Branching out locally? Social business owners, like Robert, are unable to
media? Events? Webinars? Etc. achieve the “next level” in their businesses.
I call this jumbled mess of possibilities the
“fish farm.” Lots of shiny things to chase –
not sure which ones to really focus on. It’s
the same phenomenon you experience as
a kid in the candy shop. You know you want
something, but it’s impossible to pick one
type of candy over another.
How can you possibly make marketing and
sales decisions when you:
1. Have no idea what will work for your

C hapt e r

Why the “Old” Ways

No Longer Work

Master of the Moment: The Art of Follow-up Marketing

Yesterday’s entrepreneur is not Today’s don’t have the time to listen to a random
entrepreneur. Although they have many of sales pitch. Most of us have trained
the same characteristics (passion, vision, ourselves to shut the door on salesmen and
risk taking, determination) their challenges hang up the phone when a tele-marketer
are completely different. Yesterday’s calls. Why? Because it is disruptive to our
entrepreneur was something of a lone wolf. day and consumers are more obstinate Yesterday’s entrepreneur is not
They started their businesses with little to no with their time. Today’s entrepreneur. Although
knowledge about the commercial world. If a hospital cafeteria manager wants they have many of the same
They developed their business strategies nacho cheese... THEN they will make the
through a method of trial and error. characteristics (passion, vision,
effort to find a nacho cheese provider.
risk taking, determination) their
Today’s entrepreneur, on the other hand, Bursting in and begging for a few minutes
is spoiled with books, strategies, coaching of their time immediately puts them on the challenges are completely different.
programs, network groups and other defensive.
information about how to successfully build
and run a small business. Old Ways of Managing Contacts
But rather than listening to all this advice Don’t Work
and embracing what is working now, a You remember Robert’s surprise (and my
significant portion of small business owners surprise in reality) when he saw a rolodex
choose to use “old” methods to run and at the corner of the banker’s desk. With
grow their businesses. Either out of fear, all the available technological tools,
disinterest, or simply not knowing, they rolodexes have long since run their course
depend on systems and processes that and become more of a burden than a
worked in the past to run their companies. benefit.
Unfortunately the “old” ways are not going Just think of the physical dangers of having
to help you grow. Here’s why: a rolodex. What happens if the business
cards are lost, removed and never put
Old Ways of Selling Don’t Work back, spilled on, or otherwise destroyed?
Consider the nacho cheese story. My real Does the bank lose their customers
story. No, I did not spill my nacho cheese because they’ve lost their contact
in the parking lot, but fighting my way information?
into the offices of cafeteria and food And where is the efficiency? When the
managers was a regrettable reality for me. account manager wishes to send an
You can, no doubt, guess why my efforts email to several exclusive customers, are
proved to be unsuccessful. People simply they forced to manually sort through the

Master of the Moment: The Art of Follow-up Marketing

business cards of each of those individuals? Computers don’t get torn, misplaced,
Wouldn’t it be faster to pull this information or faded. And with the right webmaster,
from some type of database? space is unlimited. Rather than using one
or two photos to display your product or
Old Contact Methods Don’t Work service, you can use 20, put up a video, or
In 1860, a new phenomenon swept the create a virtual tour.
nation. The Pony-Express, a private venture, And once you have that website, you also
could carry mail from Missouri to California increase your selling capabilities with online
within 10 short days. By the end of 1861 the shopping. Which of course diminishes the
Pony Express disappeared. The completion value of cash registers, checks, and other
of the transcontinental telegraph system manual payment tools. Now don’t take
dissolved the need for the horse and rider this the wrong way. Cash registers are still
deliveries. a necessary tool in stores. And accepting
Now with the use of the Internet, an email checks from customers is perfectly valid.
(including files, pictures, and all kinds of (You still wind up with more money in your
documentation) can be sent anywhere bank account.) But these are limiting. They
in the world within seconds. But what’s can only be used if the person is physically
surprising is the number of small business present or mails you their money. An online
owners who are not taking advantage shopping cart allows you to sell to anyone,
of this marketing tool. Rather, they wait at any time, and virtually guarantees you’ll
for customers to call or come in before be paid.
engaging in conversation with them. Ultimately, if you’re not keeping up with
They fail to realize the value of instant “new” methods of marketing and selling,
messages. I’ll get into this in detail later. As you’re going to be left behind and you’ll
one of today’s entrepreneurs, your ability be running time-consuming manual
to instantly connect with your customers processes forever. (And not getting much
and prospects is a “new” method you closer to growing your business.)
can’t afford to neglect.
I could continue to share all kinds of “old”
methods with you. Consider the impact
websites have had on brochures. In
most cases those who receive brochures
instantly toss them. Why? Because it’s
paper. Paper is old. Computers are new.

C hapt e r

The “New” Way to

Market and Sell

Master of the Moment: The Art of Follow-up Marketing

If you’ve followed me so far, you’ve the time to stop and buy water, because
probably realized I would roll my way when the opportunity arises they don’t
around to the “new” methods of marketing need it. (Or at least they don’t think
and selling. After all, it is your ability to they do.) In other words they don’t buy
market and sell that keeps your company because they’re not ready to buy.
going... and growing. Let’s experiment with this marketing In fact, of all the marketing and sales
And in order to share this information philosophy for just a minute. Think of techniques that have been touted
with you, I’m going to reveal one of the the last big purchase you made either in recent years, this one will have a
most powerful secrets for small business professionally or personally. To make this bigger impact on your business than
growth. In fact, of all the marketing and exercise effective, think of a product or any other strategy you might use.
sales techniques that have been touted service you paid at least a $1,000 for.
in recent years, this one will have a bigger Okay, why did you make your purchase?
impact on your business than any other Did you do it because someone followed
strategy you might use. you around and practically forced you to
So if you want to experience real growth buy? (If the answer is yes, be sure to give
with your business, you must become: me a call because I have something to sell
The Master of the Moment to you, too!)

So what exactly does that mean? Who is Did you buy because the deal was just
the Master of the Moment? In a nutshell, way too good to pass up? Did you buy
the Master of the Moment is the business because you had a bunch of extra cash
who is standing there the moment a lying around?
consumer decides to make a purchase. Probably not. Most likely you bought only
To explain this a little better let’s look at after the thought of this product or service
three basic marketing principles you should entered your head. Maybe your neighbor
already know: or friend made a purchase that you
admired. You probably imagined yourself
People Buy When They Are Ready getting the same product or service.
Then... you started paying attention to
to Buy how often you saw this product or service.
Think back to the story of Yosemite’s Half You might have looked it up online. You
Dome. Despite the many warnings, signs, probably discussed it with friends and
and trail maps with “recommended hiking family. And finally, once your thoughts
gear,” a surprising number of people tackle were consumed with making a purchase,
Half Dome unprepared. They don’t take you acted.

Master of the Moment: The Art of Follow-up Marketing

In other words, it was a slow process that to be “forced” into a sale. how that can be. But let’s address the last
led you to your decision to buy. (Unless There’s a reason car dealerships have a marketing principle before we move on.
of course you’re an impulse buyer. And if bad reputation. When salespeople are
that’s the case... I’ve got all kinds of things working on commission, they need a sale
People Buy From Those They Like
for sale!) and they need it now. And they will do and Trust
But for most people purchases are the everything they legally can to make the There was one specific example in the
result of a natural progression. People sale. Robert Jenkins story that demonstrated the
don’t wake up one morning and think, “Oh But what does that do to your customers importance of relationships... the sailing
gosh, I think I’ll buy an expensive product and prospects? Those who are “pushed” story. Again this was another story based
or service today.” The benefit of letting our into a sale might buy now, but more than solely on my reality.
minds wrap around an idea first is that, as a likely they will not become a repeat buyer. When my wife and I decided to sail the
consumer, you make better, more informed They’re going to feel tricked and a little bit British Virgin Islands for our anniversary,
decisions. ridiculous for becoming your “victim.” I was referred to a particular company.
Now as a small business owner, this can’t Well, if you were only concerned about However they were not the first people I
possibly work to your advantage, right? the here and now, employing pushy sales turned to. Rather, I followed the standard
You need people to buy, and you need tactics might work for you. But you’re not. drill of looking companies up online,
them to buy now. Which is why most Your goal is to GROW your business. And cruising through their sites, and then
businesses focus solely on the “hot” in order to do that you must get the most making a few phone calls.
prospects. value you can out of all your customers After a half dozen calls, I finally contacted
But just because a prospect doesn’t buy and prospects. You can’t run the risk of the company I’d been referred to. And
at this precise moment doesn’t mean it’s a alienating those that buy from you. Which, their style and sales tactics connected
loss for you and your company. In fact, it’s of course, leads to: with me. This company was the only one
the complete opposite. Because people • Lost customers that took the time to get to know me. They
take their time making up their minds to weren’t rushed. They asked me about
• Bad reputation
buy, you’re in a position of competitive myself, shared their own stories, discussed
power. • Returns
the benefits of sailing, and called to see
• Customer complaints how things had gone once we returned
I’ll show you how in a minute, but first let’s
move on to the next marketing philosophy. • Etc. home.
And you, as the small business owner, don’t Remember this... they, too, were a small
People Like to Buy, But They Don’t have time to deal with issues like these. business. They, like anyone else, needed
Like to Be Sold To Let people buy on their own terms. Help sales. But their sales tactic was different
Obviously people like buying things. We them come to their buying decision. Don’t than most. It was relaxed, friendly, and
wouldn’t have much of an economy if force them into it. Every purchase should 100% focused on customer needs.
they didn’t. But you know how irritating it is be a happy one. In a moment I’ll show you Let me give you another example that was

Master of the Moment: The Art of Follow-up Marketing

NOT included in Robert Jenkins’ stories: the line, how can I possibly refuse to eat
One of my greatest enjoyments is going dessert now? Plus the server is getting a
out to eat. There’s something very big tip for adding some enjoyment to our
enjoyable about eating out while having evening.
a pleasant conversation with friends and/ See this marketing philosophy at work?
or family. And, in all the time I’ve gone out Plain and simple, we enjoy buying from
to eat, I’ve learned a few lessons. One pleasant, personable people. I have
thing I noticed is that the personality of my often heard of purchases being made
server can change the ambiance of the simply because the prospect liked the
restaurant and make or break the dining salesperson. It may not be a wise decision.
enjoyment. They may have no intention of making
On a few occasions, I have had a server a purchase, but they do it because they
who was overwhelmed, apathetic, and connected with someone.
in some cases downright rude. When Never underestimate the value of building
such people serve me and my family, it is solid relationships. It is your relationships
difficult to include a generous tip or want that drive sales and repeat sales and help
to linger at the table. you grow your business. Now let me show
On the other hand, I have often had you how.
a server with so much vivacity and
personality that I’ve been persuaded
to do things I normally wouldn’t do. Like
eat dessert. Let me demonstrate how this
“Have you saved room for dessert?”
“No, I couldn’t possibly eat another bite.”
“Are you sure?” the server says laying a
dessert menu open before us. “Just one
taste of these brownies and you’ll be
floating out of this place.” At which point
the server rubs her round tummy and
says, “See, I’m about ready to take flight
Connection made and personality laid on

C hapt e r

How to Master
the Moment

Master of the Moment: The Art of Follow-up Marketing

In order to explain how you become the companies that generate and sell mortgage
Master of the Moment (and grow your leads give the same lists to several buyers.
business), I want to re-address an earlier My friend got her list and hit the phones the
topic: the “old” way of doing things. very next day. But... she was already too
When first starting their companies, most late. EVERY person she spoke to had already
small business owners throw money at been contacted numerous times and had To compete in this age, to make
“opportunities.” Knowing they need to get no interest in speaking to yet another loan your business grow, you need a
the word out, they pay for magazine and officer.
“new” method for bringing in more
newspaper space, billboards, pay per click Around the same time, my friend talked to a customers and prospects.
ads, and any other advertising they think neighbor that was “thinking” about buying a
people will see. home. She spent several minutes asking the
Unfortunately the average human is neighbor questions and offering some of her
bombarded with more than 3,000 marketing advice. Every time she saw the neighbor, she
messages a day. No matter how brilliant asked how the house hunting was going. By
your ad is – people aren’t seeing it. It doesn’t the time the neighbor got around to finding
work. The less consumers pay attention to a house, she and my friend had built up such
ads, the more ads companies produce a solid relationship that the next logical step
until it’s all an informative mess. A mess that was to ask my friend for a loan.
doesn’t work. If you are going to grow your business, you
To compete in this age, to make your have got to be the neighbor!
business grow, you need a “new” method for Chasing after potential customers won’t get
bringing in more customers and prospects. you very far. If you don’t have a system in
This is where the Master of the Moment place to stay in contact with your prospects
becomes the star. You see, this ingenious and customers, you will always need fresh
business owner has learned to incorporate leads, and you will always be playing a
the three marketing philosophies I just shared game of hit or miss with those leads. There
with you. And the way they do it is through will be a handful of people who are ready
consistent, effective, value added follow-up. to buy your product or service right now. But
you’ll waste your time trying to capture those
Let me give you two very different scenarios few individuals.
and then perhaps you’ll understand what I
mean by this. On the other hand, if you take the time to
get to know your customers and prospects
A friend of mine was in the mortgage and let them get to know you through your
business for a while. In her first few months, follow-up messages, guess who they’re going
she decided to purchase leads. Regrettably,

Master of the Moment: The Art of Follow-up Marketing

to buy from once they’re ready? and prospects. else... in the minds of consumers you are
That’s right! You! If you do this... if you I love movies, so I believe an example from just like the next company trying to get
continually follow-up through personalized the movies is appropriate. In “The Princess their business.
and value-packed emails, direct mail, Bride” three men are devising a scheme for Because so few companies do anything to
postcards, and phone calls, you will have getting past 60 guards at the entrance of set themselves apart from the competition,
streams of prospects coming to you when a castle. Wesley (the hero and genius mind you get a chance to truly shine.
they are ready to buy. behind this siege) says, “What I wouldn’t Follow-up marketing gives you the
So why does it work? Why is follow-up give for a black cloak.” At which point, opportunity to remind your customers and
marketing the “new” technique to trump one of his side kicks, Fezzik, played by prospects about your products/services
door-to-door selling, traditional advertising, Andre the Giant, reaches into his shirt and and what you can do for them. Send an
cold calling, and every other sales and draws forth a black cloak. email telling your contacts about the other
marketing method? His simple question is, “Will this do?” With products/services you provide that they
Good question. the black cloak as a necessary prop, the might not know about. Give them some
hero and his comrades are then able to ideas on when they might want to use your
You Can’t Predict the Future storm the castle, rescue the princess, and products/services.
make their escape. And in between sales pitches, include
If you knew exactly when someone would
be ready to buy your product or service, At some point your contact is going to say, valuable, educational information that
wouldn’t you make every effort to be in “I really need this product or service.” And, your contacts will appreciate learning.
front of them at that moment? Of course if you have been following up consistently, Let your contacts know about upcoming
you would. It’s an easy sale. You have a you’ll become the person who says (and events. Write a newsletter with tips, secrets,
product or service – your prospect needs has been saying for a while), “Will this do?” and other interesting information about
your product or service. It’s a perfect The result: your contact is grateful to you your product, services, or industry. But
match and a perfect sale for you. for being there when they needed your always find a way to keep in front of your
particular services or product. Now they contacts until that magic moment when
But as much as you would like to, you they finally make a purchase.
can’t read minds. You don’t know when are prepared to storm the castle and you
that magic moment – the moment your have a new or repeat customer. As a small business owner you can try all
prospect or customer decides to buy – will kinds of things to grow your business. But in
occur. And if you’re not standing there The “New” Way Builds Long Lasting an age where the “old” ways don’t work,
when that moment appears, your prospect (Profitable) Relationships and humans are training themselves to
or customer may turn to your competition ignore advertisements... you’ve got to try
Naturally you have competition. No matter
to fill their needs. techniques that get results.
how rare your product or service might be,
That being the case, YOU have a very someone else is fighting for the attention of And follow-up marketing has proven to be
important role to fill in your business. YOU your customers. And although your small the most powerful strategy for helping you
must always be there for your customers business might be different from anyone grow your business without spending more

Master of the Moment: The Art of Follow-up Marketing

on advertising or lead generation. Plain success following up with your contacts?

and simple. Absolutely! I wouldn’t say it if I didn’t KNOW
When you master the “new” ways of what consistent follow-up can do for a
selling and marketing, you’ll be able to small business. But I have seen thousands
consistently impress your customers and of business owners double their sales simply
prospects. How will your prospect react by learning to use this powerful “new”
when you send out a message, not asking strategy.
them to buy, but wondering if they have Consistent follow-up is the one thing
any questions for you? Can you imagine Robert Jenkins realized he WASN’T doing
what your first-time customer will feel like in his business. Rather than capitalize on
when you contact them after a purchase his existing prospect and customer lists,
to make sure everything was satisfactory? he constantly sought new markets to sell
Consistent follow-up is the best tool for to. And in so doing he missed out on his
building solid relationships with your company’s greatest value.
customers and prospects. Once your
customers and prospects know they can
trust you... that you will always be there for
them, you can guarantee your sales will go
up. Furthermore, your customers will:
• Send you more referrals
• Be more forgiving if you do make a
• Be less likely to ignore your marketing
• Become raving fans
• Be more likely to provide you with
Now the power of follow-up might sound
too good to be true. You follow-up with
your prospects and customers and
suddenly you’re supposed to grow your
company? Even if you’ve spent months
working on Internet marketing or paying
for high priced radio ads, you’ll find more

C hapt e r

When There’s Not

Enough of YOU to
Go Around

Master of the Moment: The Art of Follow-up Marketing

If you’ve been in business very long, you’ve Yesterday’s consumer was content to
probably come to many of these conclusions rummage through the Yellow Pages or drive
yourself. You undoubtedly understand the around town to find what they needed.
value of consistent follow-up. But like most Today’s consumer wants things fast and at
small business owners, you’ve stretched the best possible bargain.
yourself too far as it is. How are you They can’t wait for you to get around to their The key to small business growth
supposed to constantly follow up with all needs. They need your immediate attention.
of your prospects and customers on top of relies heavily (if not implicitly) on
If they email you a question and don’t get a
everything else you’ve got to do? computers and the Internet.
response for several days, you’ve lost them.
Well, for that answer, we have to return to the But how in the world are you supposed to
first lesson Robert Jenkins ever learned... the keep up with the demands of hundreds,
Roadside Café. even thousands of prospects and customers?
It was no accident that the laptop That’s a lot of follow-up!
experience was the first story included in
this book. It was meant to serve a particular
Small Businesses Have More
purpose... to set you up for the lessons that Prospects AND More Competition
follow. You see, none of the lessons hold any Technology has increased the size and
meaning for small business owners unless location of your target audience. You’re
they realize what Robert did. The key to small not limited to the number of people who
business growth relies heavily (if not implicitly) can easily drive to your office. Thanks to the
on computers and the Internet. Internet, you’re able to reach a lot more
The use of computers and the Internet has prospects, which should add up to more
completely revolutionized the way small sales.
business owners drive and manage their But for all you know you might be competing
growth. If a business owner is not keeping for business with a company half way around
up with the challenges AND rewards of the world. So unless you use technology to
technology, they’ll wind up in the same your advantage, this seeming benefit could
place as the road-side café… on the road actually be a disadvantage.
less traveled by. And here’s why:
Computer Systems Have Streamlined
The Internet Has Created a New Databases and Processes
In several of the stories I told you that the
Much like entrepreneurs, Today’s consumer old ways don’t work. Old methods of selling
is not the same as Yesterday’s consumer. don’t work. Keeping customer data in a

Master of the Moment: The Art of Follow-up Marketing

rolodex or filing cabinet doesn’t work.

You wouldn’t send a letter to answer a
prospect’s question... you email them. And
you wouldn’t manually create an invoice.
You print it on your computer.
But even as these systems and tasks have
been streamlined, small business owners
are doing little better than running manual,
time-consuming processes. They still type
individual emails or sort through files to find
exactly which customer (or customers)
they’re looking for. It still requires a lot of
time – time business owners don’t have.
To grow your business, you must come to
realize (as Robert did) that technology
has created new problems... and some
incredible, new solutions! Sure – you have
demanding customers, larger audiences,
and a variety of possible databases and
systems. But you could also have one of
technology’s finest achievements at your

C hapt e r

The Power of

Master of the Moment: The Art of Follow-up Marketing

When I wrote this it was with one purpose small business owners fail to follow up
in mind... to share the extraordinary power consistently with customers and prospects
of automation with every small business is the lack of time. It’s not an easy thing to
owner I could. And if I achieve nothing else run your business and keep in touch with all
with this book, I hope at least to achieve your contacts.
that. Unless... you automate your business. When I wrote this it was with one
Because marketing automation is the purpose in mind... to share the
With automated technology, it’s easy
fastest, most productive way to become to instantly send multi-step, multi-media, extraordinary power of automation
the Master of the Moment. It is the ultimate follow-up sequences to exactly the right with every small business owner I
technological solution for helping you: person at exactly the right time. And to could. And if I achieve nothing else
• Convert more leads to sales create powerful and effective messages with this book, I hope at least to
• Get repeat sales from customers by personalizing those campaigns. achieve that.
•  nd grow your business without growing
A Let me give you an example of how this
your staff would work. Imagine a random consumer
winds up on your website. In an attempt
After all, once a small business owner to capture leads you’ve included a
discovers and adopts automated free report on your site. In exchange for
technology, they will see many of their someone’s name, phone number, and
challenges disappear. Suddenly the email address, you’re willing to part with an
overwhelmed business owner takes control exclusive, high value report.
of the business. Rather than running
the small business gauntlet they find The visitor is interested so they sign up for
themselves liberated and empowered to the report. And since you understand
do the things they WANT to do most. And the benefits of automation, rather than
more than that... they find the time, tools, tracking their request, finding and sending
and resources for growing their business. the report, and following up with a phone
call in a few days, you decide to let your
So how does automation simplify your automated follow-up marketing system
business and leave you free to take your take over. After all, you don’t have the
business to new heights? Through every time to be constantly sending off free
step of your follow-up, processes, and reports anyway.
Once this visitor fills out the webform with
The Power of Automated Follow-up their personal information, your automated
system kicks in. Instantly the new prospect
As I said, the number one reason is directed to a webpage that says,

Master of the Moment: The Art of Follow-up Marketing

“Congratulations, your free report is being relationship with this person. aspect of your business. Let’s begin with
sent to the email address you gave us.” (So Think of where else this might be valuable. the accounting side of things.
far you don’t have to do anything.) What if you wanted to let your prospects Think for a minute about the time you
The prospect goes to their email and finds and customers know about your monthly spend creating invoices, processing
the report. They like it. They appreciate promotion? Would you just send a payments, tracking late payments, and
the information you freely shared, and postcard at the beginning of the month dealing with the collections process.
they are a little bit more interested in your and leave it at that? No way! That’s called Once you automate your business, billing
company. But not interested enough to “one-step” marketing, and it’s almost and accounting processes can easily be
take action yet. completely useless. Rather, you send simplified. With the right system you can
Now under your old system, the person a postcard the first week, an email the automate your recurring billing programs
might have received the report, mulled second week, a fax the third week, and a and set up notifications for failed credit
over it for a day or two, and then forgotten voice broadcast the last week. cards or other important indicators. In other
about you entirely. With your multi-step, multi-media, follow-up words, your billing becomes a simplified
With an automated system at your sequence in place, you’ll drive more sales process rather than a standard small
disposal, you would never let such a thing and build better relationships with your business headache.
happen. Instead the new prospect gets a prospects and customers. Let’s take another critical aspect of your
“personal” email from you the next day. The more you can keep the business... the sales process. Through
It says: Hey, I hope you enjoyed the free communication flowing, the better off automated processes you can turn
report. Did you know that product x does you’re going to be. With the power of selling into a science rather than a time-
exactly what the report suggests? And you automation you can keep in touch with consuming art form. And whether you are
send them more educational materials to every single contact on your list…without your only employee, or you have a small
go along with it. adding more work to your busy schedule! herd of salespeople, automation will ramp
Okay, you just moved this prospect to up your sales efforts.
SERIOUS interest stage. Now whether the
The Power of Automated Processes Consider how much effort you’ll save when
person buys from you at this moment or not As a small business owner, you wear many you can automatically distribute leads
is immaterial. With an automated process hats. Not only do you run your business, to your sales team or build automated
you can continue to send predetermined, but you also act as salesman, marketer, triggers when it’s time to actually call a
prewritten, personalized letters, emails, accountant, and many other positions. prospect or customer.
faxes, postcards, and voice broadcasts to And the more you grow, the more time
Selling should not be about outbound
this prospect for years to come. you’re forced to invest in these activities.
hunting, but inbound harvesting. If you are
But once again, technology has an answer
And following a well-known marketing constantly looking for new leads in order
for time-consuming processes.
“truth,” this person will buy when they are to keep your business going, you’re doing
ready to buy. Furthermore, your consistent I want to share just a few examples of how something wrong. With your automation
follow-up is constantly building your automation is your key to managing each tools in place, prospects will be coming to

Master of the Moment: The Art of Follow-up Marketing

you instead of you chasing after them. add significantly to your sales (without most small business owners are missing.
Learn to speak ONLY with the prospects wasting your marketing dollars). After all, Because they, like Robert Jenkins, are still
that are hot and ready to buy. sending the wrong message to the wrong using manual processes to complete their
prospects does nothing but leave you with work.
I’ve mentioned only two facets of your a depleted budget. Who’s got the time
business that automated processes can Once you turn to automation as a solution
to compile and segment customer and to your small business challenges, you
affect. But with automation you can prospect data into specific lists?
also increase the effectiveness of your will have more time to do other, more
marketing tasks, customer support issues, The automated business owner does. important things. And with more time you
calendaring, and so much more! The business owner who has automated will find ways to make your business more
their tasks can manage their database effective and close more sales.
But before you become overwhelmed with
automation capabilities, let me get into effectively with powerful searches In other words, you can be the road side
the last source of automation…automated that allow them to slice, dice, and café for the rest of your life, or you can
tasks. segment their customers and prospects choose to grow your business. Automation
into meaningful lists. The end result is software gives YOU the choice!
The Power of Automated Tasks ultra-targeted marketing, effective
communication, and more profit. And a
Now as amazing as automation is, there few minutes of work versus several hours.
are still some things you must do manually.
But that doesn’t mean it has to be difficult And since the automated business
or time-consuming. Even when you’re has the ability to create these “super”
forced to do a little work, automation can lists, it will also need the ability to track
make each of your tasks faster and more communication. Luckily, automation
effective. technology allows that, too.

Once again I am going to give you a Once your business is automated, you’ll
few examples to show you how amazing also be able to track all your emails,
automation is. faxes, appointments, tasks, and phone
correspondence by automating the way
As you already know, not everyone is the you plug information into your database.
same. On occasion, you may want to send
a different message to your prospects As incredible as all this sounds, these are
than you send to your customers. Perhaps only a few of the benefits an automated
you’re running a special and would like to system provides small business owners.
know who purchased product A but not Nearly every task or process in your
product B. business can be simplified, time-reduced,
or completed through automation
These are important questions that could technology. And yet this is the one tool


Master of the Moment: The Art of Follow-up Marketing

Now the last thing I want to see is a small Unfortunately not enough small business You can easily view a demo of our
business owner who finds themselves in owners have turned to automation as a marketing automation software at:
Robert Jenkins’ shoes, wondering why his/ solution. They are still trying to manage
her business failed. But when it comes right their companies with “old” processes. And With automated, follow-up marketing,
down to it, the statistics of successfully those business owners, like Robert Jenkins, you have the skills and the resources to
owning and growing a small business are will eventually get left behind. They will become the MASTER OF THE MOMENT,
against you, unless you know the right invest all their time into their business. They drive more sales, and grow your business
strategies and possess the right tools! might find some success running manual faster than you ever imagined!
When it comes right down to it, the best programs, but at some point their ability to
grow will come to a screeching halt. Now let me show you some samples of
way to turn prospects into customers follow-up that have helped Infusionsoft
and customers into raving fans (and Now I wouldn’t share all this valuable and other small businesses close more sales
successfully grow your business) is to be information with you and then leave you and increase their revenue.
there when they need you. By creating high and dry. I know about the power of
powerful moments of interaction with your automation because I have seen it working
contacts and following up consistently, within the walls of my own company.
you’ll build your business faster than any At Infusionsoft, automated, follow-up
other method. marketing has helped not only ourselves,
No amount of discounts, new products or but thousands of small business customers
services, or extra bonuses can compensate grow quickly and profitably.
for failure to follow up. They might bring in For small business owners, automation
a few additional sales, or smooth things is easily the most valuable tool you can
over with unhappy customers. But they will possess. In fact, Infusionsoft is on a mission
not give you that extra push. They won’t to revolutionize small business growth
help you to significantly grow your business. through the use of marketing automation
To truly master your moments with your software. So I’d like to invite you to
customers and prospects… to be there experience the power of automation
when they need you most… to bring in first hand. Join us for a FREE, online demo
more revenue and save yourself time… of Infusionsoft. This is a no obligation
you need the type of power automated opportunity to simply see what all the fuss is
follow-up marketing provides. about.

Success will be yours as you ditch the “old” Come discover where the future of small
way of doing things and become the business is headed. And better yet, get in
Master of the Moment. on the latest technology that will put you a
step ahead of your competitors.

Put the strategies for success into
action. Learn how other businesses
have grown their companies. See
samples, sequences, and other
valuable information you should be
using in your business to increase
profits, and grow your company.
Bonus Chapter: Proven Marketing Samples, Templates, and Ideas

Follow-up Success Manual Sample 20: Perry Marshall Offer Email

Sample 21: Education Piece
By referring this ebook to 2 or more friends we Sample 22: Infusion Insight
would like to provide you with a “Thank You” gift
Tips and Ideas 2: Personalizing Your Message
including 78 pages of marketing content, copy
templates, tips and tricks, valuable links, and more Sample 23: Perry Marshall Emails
(as outlined below). Refer your friends by visiting: Sample 24: Introduction to “The Edge”
Sample 25: Sales Letter
Sample 26: Template for a Valentine’s Day Promo
Sample 27: Template for an Independence Day
Generate More Leads
Sample 1: Template for a Free Report
Turn Customers Into Raving Fans
Sample 2: Infusionsoft Free Report
Sample 28: Infusionsoft Welcome Email
Sample 3: Free Ebook (cover and table of
contents) Sample 29: Infusionsoft Letter From the President
Sample 4: Free Ebook (cover and table of Sample 30: Template for a Welcome Letter
contents) Sample 31: Template for a New Customer Gift
Sample 5: Dentist Profit’s Lead Gen Website Sample 32: Template for a New Customer Survey To access the Success Manual (where
Request you will find proven marketing samples,
Sample 6: Dustin Mathews Lead Gen Website
Sample 33: Up-selling Email templates, and ideas) go to:
Sample 7: Voice Broadcast Script
Sample 8: Template for a Free DVD Sample 34: Up-sell Landing Page
Sample 9: Template for a Free DVD 2nd Offer Sample 35: Postcard to Infusionsoft’s User
Sample 10: Template for a Free Gift
Sample 36: Event Page
Sample 11: Template for a Free Gift 2nd Offer
Sample 37: Infusionsoft Webinar Landing Page
Sample 12: Infusionsoft Newsletter
Sample 38: Template for an Event Invite
Convert Prospects to Customers
Sample 39: Template for an Event – Special Offer
Sample 13: Infusionsoft Campaign Outline
Sample 40: Testimonial Request
Sample 14: Holiday Email
Sample 41: Customer Feedback
Sample 15: Additional Holiday Email
Sample 42: Template for Testimonial Request
Sample 16: Holiday Voice Broadcast
Sample 43: Email Template for a Referral Request
Sample 17: Holiday Postcard
Sample 44: Case Study #1
Sample 18: Holiday Promotion ROI
Sample 45: Case Study #2
Sample 19: Demo Registration Follow-up
Tips and Ideas 1: How to Include Offers in Your Tie It All Together
Follow-up What Do You Do Now?

59 59
About the Author

about the author

Dave Lee is the Vice President of Marketing
at Infusionsoft – the leading provider of
marketing automation software. He is a
veteran with web-based software (SaaS)
and has been using the Internet since 1988
when he first logged on with a Prodigy
account to check the Lake Tahoe ski
report. Dave is not only a great marketing
strategist, but is also extremely skilled in
executing the plan. He attributes this skill
primarily to the massive inefficiencies
he saw at previous ‘big’ companies he
worked for. At one point, he was so fed up
with the lack of entrepreneurial drive and
dealing with ‘red tape’ that Dave ventured
off to form his own software business,
which he ran for over three years before
joining Infusionsoft. Dave comments, “This
is the first time in my career where I wasn’t
absolutely bored within the first month of
employment! It’s strange, but many of my
professional and life experiences have
groomed me for this role at Infusionsoft.”
His prior decade working in technology &
software companies combined with an
entrepreneurial spirit, political science &
MBA degrees, and his love of marketing,
sales, & working with people make Dave
a powerful contributor on the Infusionsoft
executive team. Outside of work, Dave
loves spending time with his family, lives to
ski, and enjoys world travel and reading.