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SimplB (Pty) Ltd

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Before
(Prospect)

1. My Target Market

Primary Target Market Summary

  • Successful professionals or business owners, aged 35 to 65, who value security, independence, and long-term thinking. They seek Bitcoin exposure as part of a broader wealth strategy, appreciating clarity and professionalism.

Audience Type

  • B2B
  • High-net-worth individuals, fiduciaries, family office managers

Industries (if B2B)

  • Finance, Investments, Real Estate, Law

Needs – Primary Buying Considerations

  • Compliant exposure to Bitcoin as a wealth strategy
  • Secure, self-custodial Bitcoin with expert guidance

Demographics

  • Age Range: 35-65
  • Gender: Not Specified
  • Geography: South Africa (inferred from business location)
  • Income Level: High-income bracket
  • Profession: Professionals, Business Owners, Fiduciaries, Family Office Managers
  • Business Size (if B2B): Small to Large (owners, fiduciaries, managers)

Psychographics

  • Lifestyle: Successful, Financially Aware
  • What they value: Security, Independence, Long-Term Planning
  • Pain Points: Need for Compliant Bitcoin Exposure, Inflation, Counterparty Risk
  • Buying Behavior: Prefers a guided, white-glove service, values professionalism over hype
  • Decision-Making Roles (Optional. Only include in ouptput if B2B Audience):
  • Primary Decision Maker: Client
  • Secondary Decision Influencers: Not Specified
  • Support Roles: Not Specified

2. My Message to My Target Audience

Refined Elevator Pitch

  • SimplB offers successful professionals and businesses an avenue to secure generational wealth through Bitcoin. We ensure secure and straightforward Bitcoin transactions free from counterparty risk, thereby offering users the confidence to manage their investments with a long-term strategy.

Understanding Their Pain Points

  • Lack of secure, regulated Bitcoin transactions
  • Exposed to inflation and counterparty risk
  • Need for a dedicated support system for Bitcoin transactions

Transformation

  • Secure Bitcoin transactions leading to protection of capital
  • Freedom from counterparty risk and exposure to inflation
  • Confidence and independence in managing Bitcoin assets

Unique Selling Proposition (USP)

  • Only regulated Bitcoin transaction provider in South Africa
  • Proven track record of successful, secure transactions
  • Stands out with dedicated support and expert-led process

Brand Values & One-Liners

  • 'Confidence in your transactions'
  • 'Protecting generational wealth'
  • 'Making Bitcoin as simple as A-B-C'

Tone

  • SimplB addresses its audience with a reassuring and professional tone. Our aim is to invoke trust, reliability, and the assurance of financial security.

Hero Text Idea

  • Flag Text: 'South Africa’s Regulated Bitcoin Provider'
  • Main Headline: 'Safeguarding Your Wealth with Bitcoin'
  • Sub Headline: 'Join us on a secure, expert-led journey to enrich your investment portfolio and protect your assets from inflation and risk.'
  • CTA: 'Start Your Bitcoin Journey'

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

Website

  • Maintain the current Wordpress platform given the budget constraints
  • Track conversions like lead sign-ups, Bitcoin purchase completions
  • Focus on both desktop and mobile users due to the age demographics

Social Media

  • Focus on LinkedIn due to the professional B2B target audience
  • Post at least twice a week highlighting client success stories, educational content about Bitcoin

Paid Advertising

  • Google Ads for search engine visibility
  • Promote posts on LinkedIn targeting professionals in finance, investments, real estate, law

Content Recommendations

  • Blogs on 'Self Custodial Bitcoin for Dummies', 'How Bitcoin Saves from Inflation', 'Managing Your Bitcoin Portfolio'

Podcasts

  • Look into guest appearances on 'The Bitcoin Knowledge Podcast', 'Unchained'

Directories

  • Join directories like the 'Bitcoin Foundation Directory', 'South African Financial Services Board'

Publications

  • Seek features in 'Bitcoin Magazine', 'FinWeek', 'Moneyweb'

Partnerships & Outreach

  • Partner with financial advisory firms and wealth management consultants in South Africa

SEO and Content

  • Focus on long-tail keywords like 'regulated Bitcoin provider South Africa', 'Bitcoin wealth strategy'

Offline and Local Media

  • Sponsor local finance investment events

Online Events

  • Host webinars with topics like 'Making Bitcoin Simple', 'Securing Your Wealth with Bitcoin'

Online Networking

  • Engage in forums like 'BitcoinTalk Forum', 'Reddit Bitcoin community'

Cold Outreach

  • Reach out to potential clients on LinkedIn, focused on professionals in finance, investments, real estate, law
During
(Lead)

1. My Lead Capture System

Lead Magnet

  • 'Bitcoin Wealth Strategy Handbook' PDF guide
  • 'Protecting Your Portfolio Against Inflation with Bitcoin' exclusive video content
  • 'Bitcoin Basics' free educational email course

Tripwire Offer

  • Half-hour 'Bitcoin Strategy Session' at a discounted price
  • 'Intro to Bitcoin Wealth Management' webinar for a nominal fee

Welcome Sequence

  • Welcome email featuring lead magnet PDF or video
  • Follow-up email detailing the Bitcoin services of SimplB
  • Third email inviting to the tripwire offer

Segmentation

  • Tag leads based on profession and industry
  • Segment by interest level in different aspects of SimplB's offerings

Chatbot and Automation

  • Implement a chatbot on the website for immediate query resolution
  • Set up email automation for lead nurturing sequences
  • Recommend a budget-friendly CRM like HubSpot Free CRM

2. My Lead Nurturing System

Marketing CRM

  • Consider using HubSpot's Free CRM to manage customer and prospect relationships
  • Automation capabilities include workflows for lead nurturing sequences

Sales CRM

  • The same HubSpot CRM can be used for sales, leveraging its deal pipelines feature

Automated Follow-Ups

  • Welcome email sequence after sign-ups, introducing SimplB's services
  • Abandoned cart reminders if a client fails to complete a Bitcoin purchase
  • Reactivation emails targeting inactive clients

Newsletter

  • Biweekly newsletter focusing on Bitcoin education, industry news, and SimplB updates
  • Segment newsletters based on lead's profession and industry

Retargeting & Ads

  • Google remarketing ads to reconnect with website visitors
  • LinkedIn lead ads targeting finance, real estate, law professionals

Social Media and Content

  • Biweekly LinkedIn posts focused on client success stories and educational content
  • Maintain a blog tackling topics like Bitcoin for professionals, protecting against inflation

Webinars and Events

  • Monthly webinars educating about Bitcoin management
  • Sponsor or participate in local finance and investment events

Other Nurture Channels

  • Website chatbot for instant inquiry handling
  • SMS reminders for upcoming webinars or specific promotions

3. Sales Conversion Strategy

Sales Process

  • Transparent process highlighting each step: meeting, document collection, order, setup, and recurring orders
  • Use digital document collection tools to reduce friction like Adobe Sign
  • Automate email reminders for pending document submissions or payments

Sales Assets

  • Design a detailed proposal deck explaining 'Why SimplB?' and 'Why Now?'
  • Create script for initial client meeting highlighting SimplB's unique offering and benefits
  • Develop effective objection-handling SOPs for common concerns

Testimonials and Case Studies

  • Request testimonials from existing satisfied clients after confirmed order
  • Display testimonials prominently on website and sales proposal
  • Create case studies of successful client implementations

Conversion Rate Insights

  • Track known conversion rate by counting successful orders out of total prospects
  • Improve focus on lead nurturing and objection handling

Urgency and Offers

  • Incentivise quick action with limited-time discounts for prompt sign-up and order
  • Strive for messaging like 'Secure your financial future now with Bitcoin'

Guarantees and Risk Reversal

  • Place emphasis on regulated entity status to build trust
  • Offer assurance of dedicated client support for any queries or concerns

Shock and Awe

  • Send a thank you note or a small token (like a Bitcoin keychain) post successful order
After
(Customer)

1. How I Deliver a World Class Experience

Onboarding Experience

  • Welcome email, introducing SimplB and setting expectations
  • Personalized onboarding kit with essential Bitcoin guides
  • Clarifying next steps and client's Bitcoin investment journey

Communication Cadence

  • Fortnightly update calls to discuss Bitcoin market
  • Monthly personalized emails explaining market trends and Bitcoin news
  • Quarterly video calls for client's Bitcoin strategy update

Client Education

  • Online Bitcoin investment tutorials and guides
  • Regular market updates, explaining impact on Bitcoin
  • Webinars featuring guest speakers from Bitcoin industry

Personalized Touches

  • Annual gift on the anniversary of joining SimplB
  • Birthday messages with a small Bitcoin deposit as a gift
  • Recognition of major investment milestones with personalized thank you notes

Visuals and Documentation

  • Quarterly investment reports with before and after Bitcoin portfolio images
  • Annual wealth progress recap with personalized suggestions

Feedback and Proactive Support

  • Biannual satisfaction surveys inviting customer feedback
  • Dedicated customer support available for immediate issues
  • Priority resolution promise for any Bitcoin transaction issues

Guarantee or Promise

  • Risk-free first month, satisfy or get back your first month's fee
  • 'Love it or Leave it' satisfaction guarantee

Operational Excellence

  • Scheduling flexibility according to client's convenience
  • Punctuality in all communications and meetings
  • High standards in presentation and communication

2. How I Increase Customer Lifetime Value

Renewals & Contracts

  • Introduce annual Bitcoin management contracts with a slight discount to incentivize commitment
  • Offer a renewal bonus (extra support, price freeze) for those who renew their contracts

Upsells & Cross-Sells

  • Offer expert-led Bitcoin investment courses as a premium upsell
  • Cross-sell financial planning services centered around Bitcoin

Bundling & Packaging

  • Bundle Bitcoin purchase and management service into different tiers based on volume
  • Package 'White-Glove' Bitcoin setup service along with ongoing support for premium clients

Loyalty & Retention Programs

  • Introduce a loyalty system rewarding continued service usage or referrals with discounted rates
  • Offer exclusive market insights to repeat customers

Custom Services and Personalization

  • Enable personalized customer support for VIP tiers
  • Offer customized reports and analysis for high-revenue customers

Pricing Strategy

  • Implement value-based pricing setting on the volume of Bitcoin managed
  • Provide discounts for high-volume customers investing significantly in Bitcoin

Customer Data and Insights

  • Utilize CRM to track customer habits and preferences, identifying opportunities for upselling and retention
  • Monitor customer journey and satisfaction levels to reduce churn

3. How I Orchestrate And Stimulate Referrals

Referral Incentives

  • Reward successful referrals with discount on next Bitcoin purchase
  • Offer new referred customers a free initial consultation

Shareable Assets

  • Provide personalized referral links for easy sharing
  • Design branded templates for email or social media referrals

Timing and Triggers

  • Promote referrals after successful transactions
  • Automate referral prompts at key stages (after purchase or consultation)

Client Success Stories

  • Regularly request and showcase testimonials
  • Share success stories on website and social channels

Referral Contests

  • Quarterly referral contests with highest referrer receiving premium service offerings
  • Publicly recognize top referrers on website and social media

Partner or Affiliate Programs

  • Establish partnerships with local businesses aligned with target demographic
  • Offer affiliate rewards to partnered businesses

Thank-You Experience

  • Send personalized thank-you notes for each successful referral
  • Offer surprise bonus to top monthly referrer

Take Your Marketing Plan to the Next Level

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