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Walletkeeping

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Before
(Prospect)

1. My Target Market

Primary Target Market Summary

  • Small-to-medium-sized women-owned service businesses based in Texas seeking assistance with bookkeeping services.

Audience Type

  • B2B
  • Women entrepreneurs, specifically owners of service-based businesses.

Industries (if B2B)

  • Various service industries

Needs – Primary Buying Considerations

  • Need to understand and manage finances adequately
  • Delegation of bookkeeping tasks to focus on core business
  • Desire for personalized, 1:1 support

Demographics

  • Age Range: Not specified
  • Gender: Women
  • Geography: Texas, United States
  • Income Level: Businesses generating monthly revenue between $1,000 - $5,000
  • Profession: Self-employed, entrepreneurs
  • Business Size: Small to Medium

Psychographics

  • Lifestyle: Busy entrepreneurs balancing multiple roles
  • What they value: Financial clarity, personalized support, trustworthiness
  • Pain Points: Lack of time or skill to manage bookkeeping, desire to understand finances better
  • Buying Behavior: Willing to invest in services that save time and provide clarity in business finances
  • Decision-Making Roles:
  • Primary Decision Maker: Business owner
  • Secondary Decision Influencers: Not specified
  • Support Roles: Not specified

2. My Message to My Target Audience

Refined Elevator Pitch

  • Walletkeeping grants Texas service businesses freedom from tedious bookkeeping. Through our 1:1 support and clear financial explanations, business owners can truly comprehend their numbers, fostering financial confidence.

Understanding Their Pain Points

  • Overwhelmed with complex bookkeeping tasks
  • Lack of clarity and understanding of their business numbers
  • The burden of financial management distracts from core business tasks

Transformation

  • Gaining peace of mind with organized and managed finances
  • Building financial confidence, comprehension, and capability
  • More time and energy to concentrate on core business tasks

Unique Selling Proposition (USP)

  • Superior 1:1 support to guide your financial understanding
  • Empowerment to manage business with clear financial comprehension
  • With us, you're not just another number

Brand Values & One-Liners

  • "Taking the hassle out of bookkeeping so you can concentrate on your business"
  • "Your financial partner, not just a service provider"
  • "Turning the complex into comprehendible for all business owners"

Tone

  • Walletkeeping maintains a personable and empathetic tone. Our brand personality nurtures a dialogue about finances designed to empower, not intimidate. We aspire for our clients to feel confident, understood, and supported.

Hero Text Idea

  • Flag Text: Texas' Friendly Bookkeeping Firm
  • Main Headline: Unburden Your Business Books
  • Sub Headline: Clear financial understanding with our one-to-one support that empowers and educates.
  • CTA: Start Your Journey to Financial Clarity

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

Website

  • Update website copy to communicate new messaging and positioning.
  • Configure Google Analytics to track conversions (contact form submissions).
  • Ensure mobile-friendly design due to the high usage among busy, on-the-go business owners.

Social Media

  • Utilize LinkedIn for connecting with and posting relevant content for Texas-based women business owners.
  • Curate informative and actionable financial tips to share via LinkedIn posts 1-2 times per week.
  • Initiate Facebook presence for networking with local business groups.

Paid Advertising

  • Consider running LinkedIn sponsored content campaign targeting women-owned service businesses in Texas.
  • Once budget allows, use Google Ads for geo-targeted Pay-per-click (PPC) campaign.

Content Recommendations

  • Write blog posts on finance management tips for service businesses.
  • Share success stories of clients who've gained financial clarity.
  • Create infographics explaining bookkeeping basics.

Podcasts

  • Start a podcast featuring financial advice tailored for women entrepreneurs.
  • Appear on existing podcasts such as "Women Entrepreneurs Radio" and "She Means Business".

Directories

  • Maintain presence on Quickbooks directory.
  • Look into joining women-owned business directories like WomenOwnedBusinessesDirectory.com

Publications

  • Seek guest post opportunities on "Entrepreneur" & "Inc." magazines for more exposure.
  • Regularly contribute to business and finance sections of Texas-based newspapers and magazines.

Partnerships & Outreach

  • Partner with local business groups to offer financial literacy workshops to their members.
  • Outreach to groups like the "Texas Association of Women Business Owners" for networking and speaking opportunities.

SEO and Content

  • Generate SEO-friendly content focusing on keywords like "Bookkeeping for service businesses", "Women-owned business bookkeeping" etc.
  • Utilize service-based location specific blogs (e.g., "Bookkeeping Services for Dallas Women Entrepreneurs").

Offline and Local Media

  • Sponsor local women entrepreneur events for exposure.
  • Network at local business meetups in Texas.

Online Events

  • Host online webinars on financial literacy for women entrepreneurs.
  • Participate in virtual networking events for local businesses in Texas.

Online Networking

  • Engage with prospects on business forums like "Entrepreneur's Break" and "Business Advice Forum".
  • Active participation in women entrepreneur-focused Facebook groups.

Cold Outreach

  • Use LinkedIn InMail for reaching out to potential clients.
  • Personalized emails offering initial free consultation to women-owned service businesses in Texas.
During
(Lead)

1. My Lead Capture System

Lead Magnet

  • "Women's Guide to Bookkeeping Basics": A free downloadable eBook that simplifies various bookkeeping concepts.
  • "Financial Health Check" Quiz: Interactive tool on the website for analyzing businesses' financial health and generating custom recommendations.
  • Webinar Series: Host a free webinar series on "Financial Literacy for Women Entrepreneurs".

Tripwire Offer

  • "QuickBooks Setup" Service: A discounted offer to help businesses set up their QuickBooks account properly.
  • Limited-Time Consultation: An introductory offer for a deeply discounted initial consultation to diagnose bookkeeping pain points.

Welcome Sequence

  • Client Onboarding Email: A welcome email explaining the next steps, expectations, and resources available.
  • Follow-Up Value Emails: A sequence of emails over a week offering actionable tips to improve their bookkeeping practices.
  • Conversion to sales call: Final email in the sequence offering a discounted discovery call or consultation.

Segmentation

  • Bookkeeping Knowledge Level: Segment leads based on their responses to the "Financial Health Check" quiz.
  • Business Size: Segment leads into small or medium, based on revenue and team size.
  • Service Interest: Tag leads based on which services they engage with or express interest in (e.g., monthly bookkeeping, Quickbooks setup).

Chatbot and Automation

  • Website Chatbot: Implement a basic chatbot on the website to answer common questions and capture leads.
  • Email Automation: Set up automated email sequences for new leads, using segmented lists for targeted content.

2. My Lead Nurturing System

Marketing CRM

  • Current platform: Unspecified
  • Recommended CRM: HubSpot (Free or Starter Plan). It offers both sales and marketing CRM features, including basic email automation and lead management.

Sales CRM

  • Recommended upgrades: If not using HubSpot for sales CRM, consider Pipedrive due to its user-friendly interface for tracking pipeline stages and deals.

Automated Follow-Ups

  • Types of automations: Post-consultation follow-up, educational drip series, booking reminder for discovery call
  • Frequency or triggers: After initial consultation, every 1-2 weeks for educational series, 1 day before booked discovery call

Newsletter

  • Frequency: Monthly
  • Topics or content pillars: Bookkeeping tips, success stories, latest blogs/webinar updates
  • Segmentation: Based on service interest (e.g., those interested in monthly bookkeeping vs Quickbooks setup)

Retargeting & Ads

  • Platforms and goals: LinkedIn sponsored content for retargeting website visitors. If budget allows, Google ads for local geographic targeting.

Social Media and Content

  • Posting frequency: 1-2 posts per week on LinkedIn, share blog updates on Facebook
  • Content type or campaign focus: Bookkeeping tips, guide snippets, client testimonials

Webinars and Events

  • Suggested cadence or purpose: Quarterly webinar on relevant topics like 'Understanding Your Business Finances', 'Quickbooks for Service Business Owners' etc.

Other Nurture Channels

  • Chatbot on website for instant responses to basic queries. Use MobileMonkey or Collect.chat for budget-friendly options.
  • SMS reminders for booked discovery calls using ClickSend or Twilio.

3. Sales Conversion Strategy

Sales Process

  • Continue 1:1 discovery call strategy.
  • Implement automated email reminders to nurture leads after calls.
  • Include how-to guide for client onboarding.
  • Devise a client onboarding checklist.

Sales Assets

  • Create a common objections script to tackle questions on price, service, etc.
  • Develop a sales proposal template highlighting the USP, transformations, and case studies.
  • Devising a clear pricing structure to eliminate confusion.

Testimonials and Case Studies

  • Request testimonials from clients 30 days post-engagement.
  • Develop 2-3 case studies of clients who achieved financial understanding.
  • Display testimonials and case studies on website and in sales pitches.

Conversion Rate Insights

  • Set CRM to track conversion from discovery call to customer.
  • Benchmark and monitor monthly conversion rate.
  • Aim for a 5% increase in conversions within the first 3 months.

Urgency and Offers

  • Introduce a 'Quick Start' discount for prospects who sign up within a week of discovery call.
  • Promote a referral program incentivizing existing customers sharing our service.

Guarantees and Risk Reversal

  • Provide a 1-month 'satisfaction or your money back' guarantee to build trust.

Shock and Awe

  • Send a personalized welcome note with a small financial planning book on new client signing.
After
(Customer)

1. How I Deliver a World Class Experience

Onboarding Experience

  • Provide a detailed welcome pack upon signup outlining services, contact information, and next steps.
  • Schedule an introductory call to walk through the onboarding process and understand customer's unique needs.
  • Implement a learning session where the business owner is introduced to basic bookkeeping concepts.

Communication Cadence

  • Weekly email updates on the status of the bookkeeping tasks.
  • Monthly detailed report sharing progress and key insights.
  • Dedicated customer service line for any urgent queries or needs.

Client Education

  • Release issue-specific guides and FAQs.
  • Provide monthly webinars or video tutorials related to bookkeeping and financial management.

Personalized Touches

  • Acknowledge customer anniversaries with a handwritten note and a special discount.
  • Recognize milestones like closing the financial year with a personal note or small gift.

Visuals and Documentation

  • Share clear, concise monthly reports including visuals for easy understanding.
  • Use secure document sharing platform for all financial records.

Feedback and Proactive Support

  • Monthly customer satisfaction surveys to gather feedback and improve services.
  • Provide proactive support via FAQs, troubleshooting guides, and timely customer service.

Guarantee or Promise

  • Implement a clear service guarantee, reassuring the resolution of any bookkeeping errors.

Operational Excellence

  • Ensure punctuality and consistency in service delivery.
  • Maintain a professional yet friendly appearance in all interactions.
  • Establish clear, easy-to-follow communication standards.

2. How I Increase Customer Lifetime Value

Renewals & Contracts

  • Offer multi-month bookkeeping packages with a competitive discount for advance payment

Upsells & Cross-Sells

  • Offer additional financial services such as tax preparation, payroll, or quick cleanups

Bundling & Packaging

  • Provide bundles including bookkeeping, tax preparation, and financial consultation
  • Develop a premium tier offering fastest response times and priority access to resources

Loyalty & Retention Programs

  • Launch a loyalty program with rewards for referrals and long-term contracts

Custom Services and Personalization

  • Add a 'white glove' tier offering immediate support and personalized financial insights

Pricing Strategy

  • Offer a discount for annual contract commitment
  • Implement tiered pricing based on the complexity of the client's finances

Customer Data and Insights

  • Analyze customer data from the CRM to identify customers who might benefit from upsells or are at risk of churning

3. How I Orchestrate And Stimulate Referrals

Referral Incentives

  • 10% discount on next month's service for the referrer
  • One-time 10% discount for the referred new client

Shareable Assets

  • Ready-to-share social media posts with branding and tagline
  • Digital referral cards with a unique referral code

Timing and Triggers

  • Ask for referrals post-service satisfaction and financial progress milestones
  • Automated email prompts for referral after successful services

Client Success Stories

  • Share testimonials on website and social platforms to inspire referrals
  • Regularly request and update success stories from clients on completion of financial milestones

Partner or Affiliate Programs

  • Partner with women entrepreneur networks for referrals
  • Offer a small monetary incentive per successful referral to the network

Thank-You Experience

  • Send a personalized thank-you note along with the discount code to referrer
  • Announce top referrers on social media every quarter

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