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Branch Out

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  3. Execute it (start with ONE section)

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Before
(Prospect)

1. My Target Market

Primary Target Market Summary

  • Leaders and coordinators of community groups with at least 2,000 members, and who organize real-life ticketed events. They are looking for time-saving solutions leading to higher profits.

Audience Type

  • B2C

Needs – Primary Buying Considerations

  • A platform for effective community coordination
  • 1:1 support available for overcoming issues
  • To increase revenue by more efficient event organization

Demographics

  • Age Range: 25-60
  • Gender: Both
  • Geography: United States
  • Income Level: Mid-High
  • Profession: Community leaders, organizers, social coordinators.

Psychographics

  • Lifestyle: Vibrant, active, community-oriented
  • What they value: Time efficiency, effective coordination, community growth
  • Pain Points: Difficulty in managing large communities
  • Buying Behavior: Value-driven, open to subscription services

Secondary Target Market

  • Marketing or social media agencies managing communities for clients and seeking efficient tools for coordination.

2. My Message to My Target Audience

Refined Elevator Pitch

  • Branch Out provides leaders of 2k+ member communities with simplified coordination and increased profitability through our SMS-based system, so they can focus on creating impactful events and experiences.

Understanding Their Pain Points

  • Struggling with efficient community management
  • Overwhelmed by multiple communication platforms
  • Difficulty monetizing their large community

Transformation

  • Streamlined community coordination
  • A unified, effective communication platform
  • Increased revenue from events and membership

Unique Selling Proposition (USP)

  • Exclusive SMS-based system for ease of engagement
  • Unmatched 1:1 personal support
  • Proven success in community monetizing

Brand Values & One-Liners

  • 'Your social wingman, powering communities'
  • 'Unchain the potential of your community'
  • 'Let's Branch Out and thrive together'

Tone

  • Branch Out embodies an energetic, forward-thinking and empowering voice. We inspire community leaders to dive deeper, reach farther, and create more impactful experiences.

Hero Text Idea

  • Flag Text: 'USA's Ultimate Community-Powering Force'
  • Main Headline: 'Simplify, Streamline, and Profit from Your 2K+ Member Community'
  • Sub Headline: 'Branch Out with our exclusive SMS-system, unifying coordination and boosting profitability through impactful experiences.'
  • CTA: 'Start Streamlining Your Community Today'

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

Website

  • Improve website functionality for mobile, considering SMS-based system
  • Implement Google Analytics to track important events such as sign-ups and inquiries

Social Media

  • Focus on Instagram and TikTok, proven effective in the past
  • Promote user-generated content showcasing community events
  • Showcase 1:1 support features through IG stories and TikTok videos

Paid Advertising

  • Google ads targeting community leader and coordinator search queries
  • Instagram and TikTok ads leveraging community-oriented and user-generated content

Content Recommendations

  • Success stories of community leaders using Branch Out
  • Useful tips for managing large communities
  • The benefits of SMS-based systems over traditional methods

Partnerships & Outreach

  • Partner with social media marketing tool companies, shared target audience
  • Establish referral bonuses for existing customers who bring in new business

SEO and Content

  • Blog posts targeting high-volume keywords related to community event management
  • SEO optimization of website using keywords like ‘community coordination’, ‘efficient event organization’

Offline and Local Media

  • Attend local networking events for community leaders
  • Sponsor local community events, offering free trials

Online Events

  • Host webinars on effective community coordination, offering live Q&A

Online Networking

  • Join community leader focused LinkedIn and Facebook groups
  • Create and manage a dedicated Branch Out subreddit, inviting user experiences

Cold Outreach

  • LinkedIn outreach to community leaders offering a free trial and demo
  • SMS outreach campaign showing potential of direct SMS for community management
During
(Lead)

1. My Lead Capture System

Lead Magnet

  • 'Efficient Community Coordination' eGuide
  • Free trial for first event
  • SMS efficiency calculator

Tripwire Offer

  • 25% off first month of subscription
  • Special event coordination package at lower cost
  • Early access to new features for reduced price

Welcome Sequence

  • Immediately after sign-up: Welcome email + guide for getting started
  • Day 2: Email highlighting SMS system advantages
  • Day 3: Testimonial success stories
  • Day 5: Soft sell of tripwire offer

Segmentation

  • Segment leads according to size of community
  • Tag by frequency and type of events organized
  • Categorize by lead source (e.g., website, social media, referral)

Chatbot and Automation

  • Chatbot on website for immediate question handling
  • Automated sequence for failed payments
  • Implement a low-cost CRM solution for more efficient lead management

2. My Lead Nurturing System

Marketing CRM

  • Recommended platform: ActiveCampaign
  • Reason: Cost-effective, strong automation and segmentation capabilities

Sales CRM

  • Recommended platform: Pipedrive
  • Why: Simple, affordable, efficient for sales process tracking
  • Handoff process: Transfer from marketing CRM to sales CRM after demo call booking

Automated Follow-Ups

  • Post-opt-in sequence: Welcome > SMS advantages > Testimonials > Soft tripwire sell
  • Triggers: User sign-up, successful event, inactive period

Newsletter

  • Frequency: Bi-weekly
  • Topics: Upcoming events preview, feature updates, community spotlights
  • Segmentation: Group size, event type

Retargeting & Ads

  • Platforms: Instagram and TikTok
  • Goals: Engagement retargeting, new lead acquisition

Social Media and Content

  • Frequency: 2 posts and 1 story per week on Instagram, 1 weekly TikTok video
  • Content focus: User-generated event highlights, feature walkthroughs, user testimonials

Webinars and Events

  • Cadence: Monthly webinars for community management tips
  • Purpose: Educate customers, attract fresh leads

Other Nurture Channels

  • Email drip campaigns for inactive users
  • Periodic SMS updates and tips
  • Bi-weekly blog post featuring user stories

3. Sales Conversion Strategy

Sales Process

  • Develop a two-step sales process: Initial Discovery/Demo call and a Closing Call.
  • Automate follow-up reminders for missed calls or unfinished sign-ups with SMS alerts.

Sales Assets

  • Create SOPs and sales scripts tailoring to the pain points of community leaders.
  • Develop a visually strong pitch deck illustrating how Branch Out streamlines operations and drives increased revenue.

Testimonials and Case Studies

  • Encourage current users to submit testimonials through SMS prompts.
  • Showcase testimonials on key decision pages like Pricing and Features, as well as on social media.

Conversion Rate Insights

  • Implement a tracking system to measure conversion rate from Discovery/Demo call to Closing Call.
  • Aim to continuously improve conversion rate through refined scripts and follow-up tactics.

Urgency and Offers

  • Promote exclusive, time-bound offers to encourage quick conversion.
  • Frame signing up as an urgent action needed to save time and increase revenue in the upcoming event season.

Guarantees and Risk Reversal

  • Offer a 30-day money-back guarantee to address risk concerns.
  • Reinforce strong 1:1 support to resolve potential problems, minimizing perceived risk.

Shock and Awe

  • Send a personalized thank-you note and offer a small discount on the next billing cycle after conversion.
After
(Customer)

1. How I Deliver a World Class Experience

Onboarding Experience

  • Welcome SMS with links to short video tutorial for navigating the system
  • Bi-weekly kickoff webinars for new customers
  • Email with tips for effective community management with Branch Out

Communication Cadence

  • Weekly update via SMS with metrics on community engagement and effectiveness
  • Monthly personalized email with success stories and tips specific to their community

Client Education

  • Knowledge hub with FAQs, guides, and best practices for community management
  • Monthly webinars featuring success stories and new features

Personalized Touches

  • SMS on the anniversary of joining, thanking them for being part of Branch Out
  • Thank you notes for referrals leading to new clients
  • Recognition and congratulations messages for reaching community growth milestones

Visuals and Documentation

  • Detailed monthly reports showing community growth and revenue impact
  • Infographics that illustrate system functionality and benefits

Feedback and Proactive Support

  • Automated SMS requesting feedback after major events
  • Proactive system monitoring with alerts for any potential issues

Guarantee or Promise

  • Promise of 24/7 support and guaranteed system uptime

Operational Excellence

  • Standard of responding to all support queries within one business day
  • Constant updates and improvements to the system based on client feedback

2. How I Increase Customer Lifetime Value

Renewals & Contracts

  • Introduce annual contracts with a slight discount for commitment
  • Offer a renewal discount for long-lasting memberships

Upsells & Cross-Sells

  • Offer premium features like advanced analytics or white label services as an upsell
  • Cross-sell additional support or consultation services to community leaders

Bundling & Packaging

  • Create tiered packages with additional features for larger communities
  • Bundle SMS credits into packages for higher tier plans

Loyalty & Retention Programs

  • Implement a referral program where leaders can earn incentives for bringing in new community leaders
  • Create a reward system for long-term community leaders

Custom Services and Personalization

  • Offer custom branding as a premium add-on for community leaders
  • Start an 'Enterprise' tier that includes 1:1 strategy consulting and personalized support

Pricing Strategy

  • Incentivize long-term commitment with price breaks at different membership lengths
  • Offer strategic discounts to retain leaders during their less active seasons

Customer Data and Insights

  • Implement a CRM to gather and analyze customer data
  • Use this data to identify growth opportunities or potential churn risks

3. How I Orchestrate And Stimulate Referrals

Referral Incentives

  • Offer referrers a free month of service for every successful referral.
  • Provide a 20% discount on their first month to referees.

Shareable Assets

  • Develop pre-made social posts with unique referral links.
  • Design referral cards that members can hand out at events.

Timing and Triggers

  • Ask for referrals immediately following successful events.
  • Automate email reminders for customers to refer after 3 months of subscription.

Client Success Stories

  • Feature 'Community of the Month' success stories on the homepage and social media.
  • Develop a testimonial submission form on the website.

Referral Contests

  • Organize quarterly 'Most Referals' contest with free subscription for a year as a prize.
  • Give recognition to contest winners on social media and newsletters.

Partner or Affiliate Programs

  • Create an affiliate program with event management and community building influencers.
  • Offer commission-based rewards tracked through unique referral links.

Thank-You Experience

  • Personalize thank-you emails including referral impact statistics.
  • Give public recognition to the top referrers on the website and social media.

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