Top 5 CRM systems for financial services

Maria Ward – Property Surveying

Julian has worked with us for over 4 years now. I can not recommend him highly enough.…

Julian has worked with us for over 4 years now. He introduced and trained us in Keap / Infusionsoft. Following his excellent, easy to follow, and well organised training we were able to operate Keap / Infusionsoft for ourselves, and only needed minimum support from him from time to time. We have recently re-engaged with Julian for some consultancy re developing our methods of automation and streamlining our marketing systems. In 60 mins Julian revolutionized our methods of planning campaigns and marketing strategies. He introduced us to a tool that will enable us to obtain this clarity for both marketing and many other aspects of the business. Julian is full of great marketing advice. He is a master of automation and proficiently and efficiently assisting you with the implementation of such into your business systems. He has a knack of getting straight to the point and not wasting your time. I can not recommend him highly enough.

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Maria Ward - Property Health Check

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DEA officer stops at a ranch in Texas and talks with an old rancher.

A Drug Enforcement Administration (DEA) officer stops at a ranch in Texas and talks with an old rancher. He tells the rancher, “I need to inspect your ranch for illegally grown dr*gs.” The rancher says, “Okay, but do not go in that field over there,” as he points out the location. The DEA officer verbally explodes saying, “Mister, I have the authority of the Federal Government with me.” Reaching into his rear pants pocket, he removes his badge and proudly displays it to the rancher. “See this badge? This badge means I am allowed to go wherever I wish… On any land. No questions asked or answer given. Have I made myself clear? Do you understand? ” The rancher nods politely, apologizes, and goes about his chores. A short time later, the old rancher hears loud screams and sees the DEA officer running for his life chased by the rancher’s big Santa Gertrudis Bull… With every step, the bull is gaining ground on the officer, and it seems likely that he’ll get gored before he reaches safety. The officer is clearly terrified. The rancher throws down his tools, runs to the fence, and yells at the top of his lungs… “Your badge… Show him your badge!” Of course, nothing to do with marketing, but made me laugh. And you have to have a bit of fun in the working day – Julian
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“Waiting List” and “Baby Boomer Businesses” concepts from Daniel Priestley on the Steven Bartlett podcast

I was watching the Daniel Priestley interview on the Steven Bartlett podcast “Diary of a CEO”. It’s a fantastic interview full of nuggets from Daniel, you should definitely take a look. Click Here to watch it on Youtube The two big takeaways for me. The Waiting List Concept. Check out from minute 7 of the recording. Although not a new idea it is very powerful. I advised a client in the past to do this who sold live courses. I said when there was no live course available to buy then put up a waiting list. On the next course sale they did £500K in sales – just from the hot waiting list. Tools like Marketer-M8 (HighLevel) are perfect this for this job. And I have even created a Waiting List snapshot I can give to Marketer-M8 users. Baby Boomer Businesses. Check out the recording at 1hr 38 minutes with Daniel and Steven. Here Daniel explains that the big opportunity is not in building a sexy online “unicorn” business from scratch (luck + very hard work). But to acquire Baby Boomer Businesses that have run out of steam as the owner approaches retirement and the business is in need of revitalisation. Not the most sexy businesses, eg lift maintenance. But with the right deal they can be purchased for very little money upfront (like a management buy out) and flipped into valuable concerns. Daniel gives an example of one company using paper orders on spikes to manage the business processes. And this is what gets me excited, as tools like Marketer-M8 (HighLevel) are the perfect solution to automating business and marketing processes in these smaller companies. If any of the above has resonated with you I would be happy to have a chat, just schedule a call. Click here.
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Northern and Southern Ireland HighLevel training and implementation visit next week

Next week I will be in Ireland with a number of clients on both sides of the border, where I will be training and implementing HighLevel marketing automation. I will be working with clients who are completely new to HighLevel and we are setting up marketing automation for the first time. And I will be working with clients who want to become more advanced HighLevel marketers. If you are located in Ireland and thinking about HighLevel then this may be the perfect time to meet up. I will be starting off in Dublin on the Sunday then I will be traveling up to Belfast. If you are interested in speaking further regarding HighLevel then please schedule a Discovery call. Julian
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Neat marketing idea – A creative door drop/insert I received today

I received this flyer through the door today from the local conservative councillor in the run up to the May local elections. I thought this was rather creative – it got my attention. It looks like one of those cards that the courier leaves when he was unable to deliver a package – who is going to ignore that? this is sure to get picked up and get attention. If door drops are part of your marketing arsenal then may be you should test one that looks like a “we tried to deliver” card. Link to download full design.
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DEA officer stops at a ranch in Texas and talks with an old rancher.

A Drug Enforcement Administration (DEA) officer stops at a ranch in Texas and talks with an old rancher. He tells the rancher, “I need to inspect your ranch for illegally grown dr*gs.” The rancher says, “Okay, but do not go in that field over there,” as he points out the location. The DEA officer verbally explodes saying, “Mister, I have the authority of the Federal Government with me.” Reaching into his rear pants pocket, he removes his badge and proudly displays it to the rancher. “See this badge? This badge means I am allowed to go wherever I wish… On any land. No questions asked or answer given. Have I made myself clear? Do you understand? ” The rancher nods politely, apologizes, and goes about his chores. A short time later, the old rancher hears loud screams and sees the DEA officer running for his life chased by the rancher’s big Santa Gertrudis Bull… With every step, the bull is gaining ground on the officer, and it seems likely that he’ll get gored before he reaches safety. The officer is clearly terrified. The rancher throws down his tools, runs to the fence, and yells at the top of his lungs… “Your badge… Show him your badge!” Of course, nothing to do with marketing, but made me laugh. And you have to have a bit of fun in the working day – Julian
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Top Tips On How To Send Cold Emails With HighLevel

Cold emailing can be an effective tool for generating leads and boosting revenue. However, many Email Service Providers (ESPs) make this very difficult. But features within HighLevel enable us to upload cold email lists and email them. But even so this has to be done carefully. Guide to Sending Cold Emails With HighLevel Understanding Cold Email Cold emailing involves reaching out to potential prospects with whom you’ve had no previous contact. It aims to establish relationships that could convert into sales. For instance, an accountancy practice may use cold emailing to attract new clients and so increase sales. Reasons Email Accounts Get Blocked The idea that sending cold emails will block your account is a myth. Accounts get blocked when the sender breaks the rules. Common Reasons for Email Blocks Include: No SPF, DKIM, and DMARC records Excessive spam complaints Excessive email bounces (non-deliverable email addresses) Sending too may emails per day Using spammy words in copy Shared sending domain provided by email sending service. (one bad sender damages the reputation of everyone else) Best Practices for Sending Cold Emails with HighLevel Set up Your Sending Domain: In the Email Services in the HighLevel account settings be sure to set up the Sending Domain. If you do not want to use your main website domain then purchase a new domain that looks similar. If using your main website address be sure to set the email sending domain on a sub domain – to ensure you do not “break” your regular email service. Then in Company settings, set up the Branded Domain with a sub domain. This ensures any links that go out in emails are the same domain – so everything matches. And if you can match the From email address in the email to to the sending domain then all the better. Warm Up Your Email Account: Gradually increase your email volume to avoid being flagged as spam. Start with 50 per day and work your way gradually to larger volumes Craft a Targeted Prospect List: Clean your list before sending. Remove generic emails eg sales@. info@ etc Verify Email Addresses: Switch on Email Verification in your HighLevel account – this will check the email is valid before attempting to send the email. So reducing the bounce rate. A key indicator for the spam filters. Personalize Your Messages: Address recipients by name and include relevant details. So the email looks less spammy and recipients are more likely to engage Look to create engagement: Spam filters measure the engagement generated with your emails. If you get low engagement, then you are more likely to get your emails filtered into spam. Ways to generate engagement – ask people to reply to your emails – even just asking them to reply “yes, they got the email” is enough and does not require a response. Send links they will want to click – a link click is engagement. Create an Indoctrination Workflow – every new contact goes into a 1 week, non salesy campaign where you look to build Know, Like and Trust to your brand and create engagement. Avoid Spam Triggers: Steer clear of words like “free,” “deal,” or “discount.” AVOID SHOUTING WITH CAPS and excessive !!!!! punctuation in subject lines. Limit Links and images: Too many links can make emails appear suspicious. (Would you send a friend or colleague an email with 20 images and 20 links? – by stuffing the email with links and images you flag yourself as a spammer to the spam filters Manage Your Email Volume: Ideally keep your daily emails per account under 50 to maintain deliverability. With large lists this may not be feasible – but gradually work up to larger daily volumes. Within your HighLevel campaigns and Workflows we can switch on “drip” mode. Balance Text and images: Prefer text over images to avoid triggering spam filters. Definitely do not send emails with just one huge image with your entire copy embedded. Filters do not like this as they cannot “read” what you are saying. Include an Unsubscribe Link: Allow recipients an easy way to opt out. By default this is switched “on” in HighLevel. But unlike other email services, in HighLevel we can disable this if required which gives us the flexibility to create out our own bespoke unsubscribe link which we can control. Use HighLevel Trigger Links to do this Monitor Metrics: Keep tabs on deliverability, open rates, and other important metrics. A great feature with HighLevel is that if they have concerns about your emailing then they will reach out to you and your HighLevel agency with an email to let you know that there is an issue and make valid suggestions on how to correct the issue. And the provide useful resouces. If you should notice that email deliverability drops off then in HighLevel we have the option to switch to a new sending domain. Sending cold emails with HighLevel can expand your network and grow your business if done correctly. By adhering to best practices, you can ensure your emails reach the intended inboxes without getting blocked. If you would like to arrange a call to discuss a particular issue you are experiencing please book a discovery call here.
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