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Kelly Bell Collective

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Before
(Prospect)

1. My Target Market

Primary Target Market Summary

  • The ideal customer is a seasoned leader, 45–60 years old, overwhelmed with unfinished tasks and yearning for streamlined systems.

Audience Type

  • B2C
  • Leaders and Entrepreneurs

Needs – Primary Buying Considerations

  • Efficient project completion
  • Streamlined systems
  • Transformation of ideas into actions

Demographics

  • Age Range: 45–60 years old
  • Gender: Any
  • Geography: Canadian or Australian business hubs
  • Income Level: $175K–$250K
  • Profession: Leadership roles

Psychographics

  • Lifestyle: Busy, likely with family obligations
  • What they value: Efficiency, clear communication, proactiveness
  • Pain Points: Overwhelmed with details, unfinished tasks, time management
  • Buying Behavior: Looks for solutions offering clear communication and task completion
  • Decision-Making Roles:
  • Primary Decision Maker: Customer
  • Secondary Decision Influencers: None
  • Support Roles: None

2. My Message to My Target Audience

Refined Elevator Pitch

  • Kelly Bell Collective serves ambitious leaders and entrepreneurs by morphing ideas into actions with meticulousness and proactive 'get it done' attitude, bringing them peace of mind and ultimate efficiency.

Understanding Their Pain Points

  • Overwhelmed by the details and unfinished tasks
  • Constantly trading time for money despite decent income
  • In need of structure and clarity to execute projects

Transformation

  • Gain efficiency and order in their daily operations
  • Relief from the stress of managing overwhelming details
  • Spending more quality time not engulfed by work details

Unique Selling Proposition (USP)

  • Combining leadership skills with organizing prowess to execute projects
  • Proactive and precise conduct, ensuring projects are seen through completion
  • Expert at rallying people around the goal, cutting through obstacles

Brand Values & One-Liners

  • 'Clarity amidst Chaos: Organize. Execute. Excel.'
  • 'Unlock Operational Efficiency: We got it done cut-through-the-noise.'
  • 'Meticulous project execution is our forte'

Tone

  • The brand voice is authoritative, supportive, and meticulous – embodying the values of a skilled execution partner. It leaves the customer feeling relieved, understood, and confident in the journey ahead.

Hero Text Idea

  • Flag Text: 'For The Ambitious Leader'
  • Main Headline: 'Organize. Execute. Excel with Kelly Bell Collective.'
  • Sub Headline: 'We turn chaos into clarity – handling your projects with precision and a proactive approach. Say goodbye to stress and hello to efficiency.'
  • CTA: 'Start Your Efficiency Journey Now'

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

Website

  • Encourage clear CTAs such as "Book a Discovery Call".
  • Emphasize project completion testimonials on the website.
  • Optimize for both desktop and mobile as leaders use both platforms often.

Social Media

  • LinkedIn: post 2-3 times a week, focusing on leadership advice and project execution.
  • Instagram: Share behind-the-scenes posts and story highlights of project completions.

Paid Advertising

  • Use Facebook Lead Generation ads targeting entrepreneurs aged 45-60.
  • Experiment with LinkedIn Sponsored Content for better reach.

Content Recommendations

  • Blog Posts: "Top Techniques to Streamline Your Business", "Transforming Ideas into Actions: A Step-by-Step Guide".
  • Case studies demonstrating past successful project completions.

Podcasts

  • Joining business-oriented podcasts like "StartUp Podcast" and "The EntreLeadership Podcast".

Directories

  • List in virtual assistant and business consultancy directories.
  • Join local business directories in Canadian and Australian business hubs.

Publications

  • Appear on business-focused publications such as Forbes, Entrepreneur, and Huffington Post.
  • Submit guest posts to business and leadership-focused blogs.

Partnerships & Outreach

  • Partner with business coaching companies that can recommend their clients your services.
  • Reach out to local chambers of commerce for networking opportunities.

SEO and Content

  • Focus on keywords related to leadership, project execution, and entrepreneurial efficiency.
  • Make use of long-tail keywords relevant to your service offering for less competition.

Offline and Local Media

  • Attend business networking events in the target cities.
  • Consider billboard advertisements in Canadian and Australian business hubs.

Online Events

  • Host webinars on common entrepreneurial challenges and offer solutions through your services.
  • Join relevant virtual events and seminars as a speaker or panelist.

Online Networking

  • Active participation in LinkedIn groups and forums catering to leaders and entrepreneurs.
  • Join entrepreneur-focused communities on Reddit and Quora.

Cold Outreach

  • Connect with business owners and entrepreneurs on LinkedIn, offering tailored advice.
  • Email marketing to a segmented list of potential clients within the desired demographics.
During
(Lead)

1. My Lead Capture System

Lead Magnet

  • "5 Tips to Streamline Your Tasks" - Free Downloadable Guide
  • Checklist: "Are You Overwhelmed by Your Unfinished Projects?"
  • Webinar: "Turning Ideas into Actions: A Masterclass for Busy Leaders"

Tripwire Offer

  • One-off 'Task Audit and Prioritization Session' for a reduced price
  • 'Take Control' mini-course - Simple tools and techniques to get organized

Welcome Sequence

  • Email 1: Welcome and deliver lead magnet
  • Email 2: Share additional tips about task management
  • Email 3: Introduce tripwire offer
  • Email 4: Share testimonials and success stories
  • Email 5: Invitation to book a discovery call

Segmentation

  • Tag leads as ‘interested’ after they download the lead magnet
  • Create a second tag ‘engaged’ for those who open or click in welcome emails
  • Flag those who make a tripwire purchase as ‘potential customers’

Chatbot and Automation

  • Use a chatbot for visitors on the service's pages to capture leads
  • Chatbot to offer free lead magnet and capture email addresses
  • Set up automatic email to send out lead magnet

2. My Lead Nurturing System

Marketing CRM

  • Current platform: None
  • Recommended: ActiveCampaign as it offers great automation capabilities for a reasonable price

Sales CRM

  • Current platform: None
  • Recommended: Pipedrive to track client interactions and manage proposals and contracts

Automated Follow-Ups

  • Welcome email sequence post-lead magnet download with frequency of 1 email every two days
  • SMS follow-ups after 2 days of no email interaction
  • Triggers: Lead magnet download, email non-interaction, proposal sent

Newsletter

  • Frequency: Bi-monthly
  • Topics: Leadership advice, business organizational tips, project execution techniques
  • Segmentation: Separate lists for potential leads, engaged users, and existing clients

Retargeting & Ads

  • Platforms: Facebook Lead Generation ads, remarketing with Facebook pixel, LinkedIn Sponsored Content
  • Goals: Drive lead magnet downloads, nurture interest in services

Social Media and Content

  • Posting frequency: 2-3 times per week on LinkedIn, weekly stories on Instagram
  • Content type: leadership advice, project completion success stories, client testimonials

Webinars and Events

  • Webinars: Once per month, topics focused on entrepreneurship, time management, and efficient leadership
  • Regular attendance at online networking events in target industries

Other Nurture Channels

  • Chatbot on website to assist with easy queries, provide quick links, and capture leads
  • Bi-monthly blog posts showcasing thought leadership in entrepreneurial efficiency and project execution
  • Participation on leadership and entrepreneur-driven forums on platforms like Reddit and Quora
  • Cold LinkedIn outreach with personalized advice to connect to potential clients. Prioritize engagement over pitching.

3. Sales Conversion Strategy

Sales Process

  • Transform current process: Discovery Call -> Proposal -> Contract
  • Infuse proposal stage with personalized, value-driven content reflecting customer's pain points
  • Install automated email reminders for follow ups after discovery call and proposal presentation

Sales Assets

  • Develop a phone script for discovery calls, focusing on empathy, problem identification and teasing solution
  • Create a compelling, visually appealing proposal template showcasing benefits, USP, testimonials and pricing
  • Standardize contract with easy-to-understand terms and conditions, minimizing legal jargons

Testimonials and Case Studies

  • Implement a system for collecting client feedback post-project completion
  • Highlight positive testimonials prominently on website and in marketing collateral
  • Develop detailed case studies to showcase proven success and strengthen the sales conversation

Conversion Rate Insights

  • Measure conversion rates at every step of the sales process to identify areas for improvement
  • Use Google Analytics to track lead conversions from different marketing sources

Urgency and Offers

  • Run time-bound promotions such as 'Early Bird' monthly discount for customers booking services in advance
  • Develop package deals for long-term commitment which provide better value to the client

Guarantees and Risk Reversal

  • Offer a satisfaction guarantee. If the client is not happy with the service, provide a partial refund option

Shock and Awe

  • Send out branded welcome kits or a personalized video message post signing the contract to pleasantly surprise and reinforce the decision
After
(Customer)

1. How I Deliver a World Class Experience

Onboarding Experience

  • Send a personalized onboarding email to outline clear next steps
  • Interactive kick-off call to define expectations and project outlines

Communication Cadence

  • Weekly project update emails
  • Monthly check-in calls to monitor progress and address concerns
  • Quarterly review meetings to assess completed projects and discuss upcoming ones

Client Education

  • Provide detailed project briefing and execution documents
  • Regular blog posts or podcasts about project management and efficiency

Personalized Touches

  • Send a handwritten thank you note after project completion
  • Celebrate project milestones with the client via emails or calls

Visuals and Documentation

  • Before and after project visuals or documentation highlighting improvements
  • Regular progress recaps for ongoing projects

Feedback and Proactive Support

  • Monthly customer satisfaction surveys
  • Quick response to customer feedback and queries

Guarantee or Promise

  • Guarantee timely project completion or next project service at a discount

Operational Excellence

  • Stick to a strict communication and project execution schedule
  • High focus on clear and precise communication at all times

2. How I Increase Customer Lifetime Value

Renewals & Contracts

  • Offer annual contracts with discount incentives for commitment
  • Give exclusive bonuses for contract renewals

Upsells & Cross-Sells

  • Create an advanced package including business strategy consultation
  • Offer additional services like team training or process audits

Bundling & Packaging

  • Develop bundled services that include project completion, system streamlining, and idea execution
  • Offer an all-in-one executive solution package

Loyalty & Retention Programs

  • Introduce a referral program that gives discounts or free services for successful leads
  • Develop a loyalty program rewarding long-term clients with special offers

Custom Services and Personalization

  • Offer personalized execution plans adapted to each client's business needs

Pricing Strategy

  • Offer discounts for prepaid long-term contracts
  • Introduce a loyalty pricing model that reduces service fees over time

Customer Data and Insights

  • Implement a CRM to collect data and gain insights into churn or potential upsells

3. How I Orchestrate And Stimulate Referrals

Referral Incentives

  • Offer a discount on the next month's service for each successful referral.
  • New customers referred get a 10% discount on their first month.

Shareable Assets

  • Provide customers with referral codes to share via email or social media.
  • Create a 'Refer a Friend' page on the website with easy sharing options.

Timing and Triggers

  • Ask for referrals at the end of a successful project or when receiving positive feedback.
  • Include referral reminders in monthly newsletters or emails.

Client Success Stories

  • Encourage satisfied customers to share their success stories on social media tagging Kelly Bell Collective.
  • Showcase customer success stories on the website with a call to action for referrals.

Thank-You Experience

  • Send a personalized thank you email for every successful referral.
  • Publicly appreciate top referrers on social media or newsletters.

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