Lean Marketing

Before
(Prospect)

1. My Target Market

Primary Target Market Summary

Small business owners aged 30-60 years, who run local service-based businesses and are looking to automate daily tasks to save time and increase customer base.

Audience Type

B2B
Small business owners

Industries (if B2B)

Landscaping
Construction
Automotive repair
Beauty salons
Restaurants
Medical/Dental offices

Needs – Primary Buying Considerations

Need to save time by automating tasks
Seeking a simple, non-technical solution
Desire to increase customer base and look professional

Demographics

Age Range: 30-60
Gender: Both
Geography: United States
Income Level: Not specified
Profession: Small business owners (various industries)
Business Size: Small businesses

Psychographics

Lifestyle: Busy, often overwhelmed with daily tasks
What they value: Time, efficiency, customer service, professionalism
Pain Points: Managing daily tasks, balancing customer service with other responsibilities, lack of tech expertise
Buying Behavior: Likely to consider solutions that offer personalized support and simplicity
Decision-Making Roles (Optional. Only include in ouptput if B2B Audience):
Primary Decision Maker: Business owner
Secondary Decision Influencers: Not specified
Support Roles: Not specified

2. My Message to My Target Audience

Refined Elevator Pitch

411 Ai empowers small businesses to thrive by unlocking the power of automation, enabling them to save time, woo customers and exude professionalism. We do this by being an omnipresent digital assistant, so our customers can pour their focus into running their businesses.

Understanding Their Pain Points

Overwhelmed by daily administrative tasks and customer engagement
Struggling to maintain robust customer interaction and responses
Difficulty managing and securing positive online reviews

Transformation

Time saved from administrative tasks channelled into growing the business
A seamless review response system, enhancing online reputation
Enhanced professional appeal and customer engagement with automated messaging and scheduling

Unique Selling Proposition (USP)

Designed expressly for small business owners without expertise in tech
White-glove onboarding with 24/7 support
Advanced automation that yields results imbued with a warm personal touch

Brand Values & One-Liners

'Turning small businesses into big players through automation.'
'Making technology work for you, not the other way round.'
'We're the silent partner every local business needs.'

Tone

Our tone is friendly, empowering and supportive, making complex technology approachable and efficient. We want our customers to feel they have a reliable partner in navigating the tech world.

Hero Text Idea

Flag Text: 'Empowering Small Businesses in the USA'
Main Headline: 'Unlock the Power of Automation with 411 Ai'
Sub Headline: 'Let us handle your reviews, messages and scheduling. Focus on what you do best - running your business.'
CTA: 'Schedule Your Free Demo Today.'

3. The Media I Will Use to Reach my Target Market

Website

Tweak Positioning: Emphasize simplicity and support for small businesses
Continue Using GoHighLevel: Built specifically for marketers
Track Conversions: Free demo sign-ups, intro call scheduling, and purchase completion
Focus on Mobile: Small business owners often manage their businesses on the go

Social Media

Focus Platforms: LinkedIn (for B2B networking), Instagram (for younger demographic, visual content)
Posting Frequency: At least twice a week on each platform
Content Strategy: Showcase client stories, automation results, and behind-the-scenes company culture

Paid Advertising

Channels: Google Ads (for intent-based search), LinkedIn Ads (for B2B targeting), Facebook Ads (for comprehensive demographic targeting)
Campaign Goals: Increase awareness, drive product demos, and conversion (plan purchase)

Content Recommendations

Topics: Success stories, benefits of automation, simplicity of the tool, value of support, small business growth tips

Partnerships & Outreach

Partner Types: Local SaaS companies, small business associations, chambers of commerce
Networking: Attend small business focused events and expos

SEO and Content

Keyword Strategy: Focus on long-tail keywords related to small business automation and task management
Organic Opportunities: Create valuable blog content for inbound leads

Offline and Local Media

Local Events: Sponsor small business-focused events as well as trade shows for specific industries (landscaping, automotive etc.)
Direct Mail: Targeted campaigns for specific small business demographics in the area

Online Events

Webinars: Host webinars on topics related to automation benefits and how-tos

Online Networking

Forums: Engage in small business forums, LinkedIn groups
Facebook Groups: Join groups related to small business growth and automation

Cold Outreach

LinkedIn: Reach out to small business owners offering a demo
Email: Cold email campaigns to local businesses highlighting benefits

During
(Lead)

1. My Lead Capture System

Lead Magnet

'Automation for Biz 101' eBook: An explanatory guide for small businesses to understand the benefits of automation. This positions 411AI as a thought leader and builds trust with prospects.
'Are You Ready for Automation?' Interactive Quiz: This helps potential customers understand their need for automation and captures their contact information.
Automated Review ROI Calculator: A tool for businesses to see the potential return on investment from automating their review process.

Tripwire Offer

'Start Small Automation' plan: A lower-cost, limited feature offer focusing only on review response automation, to allow customers to see immediate benefits and an easy path to upgrade.
'Automation Power Hour': A discounted 1-hour coaching session where businesses can receive personalized automation advice.

Welcome Sequence

Welcome Email: Introduction to the 411AI team, reaffirm USP, highlight resources
Product Tour Email: Guide users through specific product features, provide quick tips, deepen product understanding
Case Study Email: Present testimonials or success stories to build credibility and demonstrate outcomes
Upgrade Encouragement Email: Highlight the benefits of full features and encourage customers to upgrade from the 'Start Small' plan.

Segmentation

Segment by Industry: e.g., Landscaping, Construction, Auto-shop, Salon, etc. Tailor subsequent communication based on industry-specific needs.
Segment by Initial Interest: Categorize leads by their first point of engagement - whether that be eBook download, quiz completion, or calculator usage. This informs future content, upselling, and retargeting efforts.

Chatbot and Automation

Deploy a 24/7 chatbot: Answer common queries, schedule demos, and segment visitors based on their queries.
Integrate chatbot with GoHighLevel CRM: Ensure data from chats is collected and stored efficiently, allowing relevant follow-ups and a more personal approach to future communication.

2. My Lead Nurturing System

Marketing CRM

Current platform: GoHighLevel
Automation capabilities: Integrated with landing pages and chatbots, automates follow-ups, segmentation capabilities
Recommended improvements: Utilize advanced segmentation based on industry and 1st point of engagement

Sales CRM

Current platform: GoHighLevel
Pipeline tracking or handoff process: Appointment booking and follow-up through CRM post-demo or intro call, tracking customer journey till purchase
Recommended upgrades: Implement customized sales stages for different industries for personalized follow-up

Automated Follow-Ups

Types of automations: Post-opt-in email sequence, post-demo follow-up, post-purchase onboarding sequence
Frequency or triggers: Post engagement (opt-in, demo, purchase)

Newsletter

Frequency: Biweekly
Topics or content pillars: Success stories, automation tips, new feature highlights, industry-specific insights
Segmentation: Separate delivery for different industries and according to initial interest (e.g. eBook download, quiz takers)

Retargeting & Ads

Platforms and goals: Google Ads, LinkedIn and Facebook Ads for driving demos and sales conversion

Social Media and Content

Posting frequency: Twice a week on LinkedIn and Instagram
Content type or campaign focus: Showcase client stories, behind-the-scenes company culture, automation results

Webinars and Events

Suggested cadence: Monthly webinars on automation benefits and how-to's

Other Nurture Channels

Chatbot on the website for 24/7 customer queries and demo scheduling
SMS follow-ups for demo reminders, purchase confirmation, and onboarding information

3. Sales Conversion Strategy

Sales Process

Include personalized demo based on customers' identified needs
Simplify checkout process with a one-click online payment option
Set up 2 onboarding calls to minimize drop-offs and clarify usage
Automate follow-up emails and remind customers of their next steps

Sales Assets

Develop a detailed product demo script
Create email templates for follow-ups and reminders
Design an easy-to-understand onboarding SOP
Build a customer-friendly pricing proposal template

Objection Handling

Craft scripts addressing objections concerning pricing, technical understanding, and results
Offer a money-back guarantee within first month to reduce risk

Testimonials and Case Studies

Collect and integrate user testimonials after 6 weeks of usage
Showcase testimonials on website, in proposals, and during sales calls
Develop case studies depicting typical small business gains through 411AI

Conversion Rate Insights

Track conversion rates from demo to sale and aim for an initial benchmark of 5%
Refine sales process based on conversion rate insights

Urgency and Offers

Introduce a 10% discount for annual plan subscriptions
Highlight limited offer period to generate urgency

Guarantees and Risk Reversal

Promote a one-month money-back guarantee
Highlight 24/7 human customer support to reassure prospect

Shock and Awe

Send a personalized thank-you note (digital/physical) post-sale
Include a discount voucher for their next subscription cycle as part of the welcome pack

After
(Customer)

1. How I Deliver a World Class Experience

Onboarding Experience

Comprehensive onboarding process with personal walkthroughs of the system.
Two live setup calls to ensure seamless integration.
Explain expectations and next steps via welcome email.

Communication Cadence

Personalized monthly reports highlighting automation effectiveness.
Quarterly strategy calls to review progress and adjust course.
Rapid response resolution for all communication received, with a maximum 24-hour window.

Client Education

Training videos available 24/7 explaining the automation dashboard and key features.
FAQ section addressing common queries about the product.
Workshops/webinars about best practices in customer service automation host periodically.

Personalized Touches

Celebrate a milestone with Customer Success Stories published on social media.
Birthday email with an offer for a free automation audit/optimization session.

Visuals and Documentation

Regularly updated visual flowcharts detailing step-by-step process of the automation.
Provide before-and-after comparison reports showing efficiency gains.

Feedback and Proactive Support

AI-driven sentiment analysis to catch issues and potential complaints.
Quick and responsive customer support available 24/7.
System to gather feedback, respond, and implement improvements.

Guarantee or Promise

14-day risk-free trial for clients to try the software.
"Maximum efficiency or your money back" guarantee.
Give reassurance that 411 Ai meets or outperforms all industry standards in terms of best practice and data protection.

Operational Excellence

Maintain a friendly and professional demeanor in all interactions.
Ensure flexible scheduling to accommodate small business needs.
Use customer language, not computer jargon, in all communications.

2. How I Increase Customer Lifetime Value

Renewals & Contracts

Introduce an annual contract with a 10-15% discount to encourage long-term commitment.
Implement auto-renewal and send reminders 1 month, 2 weeks, and 1 week before the renewal date to reduce churn.

Upsells & Cross-Sells

Develop higher-tiered plans with advanced features for bigger customers or those who demand more automation.
Consider a referral program that provides a discount or adds an additional feature for every successful referral.

Bundling & Packaging

Bundle 411AI with white-glove onboarding and premium support as a premium tier.
Offer a discounted bundle when customers opt for multiple services like automated review responses and appointment reminders.

Loyalty & Retention Programs

Develop a rewards program where customers earn points or credits for every renewal, which can be used for free months or additional services.

Custom Services and Personalization

Personalize the AI services based on customer industry (construction, salons, restaurants, etc.).
Provide white-glove onboarding service for premium clients or those who opt for annual plans.

Pricing Strategy

Use value-based pricing to justify higher prices for the premium tier.
Offer multi-year contracts with deeper discounts (15-20%) to lock customers in for a longer period.

Customer Data and Insights

Use analytics from GoHighLevel CRM to identify the usage patterns of most engaged customers and target similar prospects for upselling.
Monitor churn rate and conduct exit surveys to understand reasons for cancellations and improve customer retention.

3. How I Orchestrate And Stimulate Referrals

Referral Incentives

Discounts on next month's subscription for referrers
First month at half price for referees

Shareable Assets

Pre-made social posts highlighting key benefits
Shareable email templates with links to schedule a free demo

Timing and Triggers

Ask for referrals after successful onboarding
Send automated email prompting for referrals after the first month

Client Success Stories

Collect video testimonials to share on social media
Monthly featured success story sent via newsletter

Referral Contests

Quarterly referral contest with discounted annual subscription as prize

Partner or Affiliate Programs

Develop an affiliate program with influencers in the small business space

Thank-You Experience

Send a personalized thank-you video from the team for every referral

411 Ai

Your 1-Page Marketing Plan is Ready!