Hey everyone! Jason here, digital marketing consultant. And these are the only five tools you need
to build a hyper-focus lead generation machine. So, timestamps below, along with some other
helpful videos to driving traffic and actually building some of the elements of your lead
generation funnel. So this diagram right here represents the
lead generation funnel. We'll be building using these five free tools,
we're going to of course, need to drive some traffic to a lead capture page or a calendar
booking page.
And of course, following up via email and
having a pre call survey, if that's something that you want to include as part of your funnel,
but either way, all roads lead to you on the phone with your ideal customer, and hopefully
you get to close them, but I'll leave that up to you. So the first step in our process is of course,
creating some sort of lead capture page. After all, we need contact information, in
order to follow up with them. So whether you're asking for their name and
email or you're asking for their name and phone number, the two tools that I recommend
using for this particular step in your process, would be MailerLite or ConvertKit.
Now, if you already have an established business
and website and you're looking for something, that's going to allow you to send some automated
emails, then MailerLite is going to be the resource that you want to use here. Now, if you're brand new, you don't already
have a web presence. Then go ahead and go with ConvertKit and ConvertKit
actually does have a lot more advanced automations, when you upgrade from their free plan. So both of these allow you to get started
for free, but MailerLite is going to allow you to send automated emails for free, whereas
ConvertKit, you're going to have to upgrade in order to do that, but both of these are
going to allow you to capture leads, which is the most important part of this step, right? So then step number two, of course, is creating
a lead magnet. Right after the end of the day, people need
a reason to enter their contact information on your lead capture page.
So, for creating your lead magnet, I highly
recommend using a tool called Canva. Even if you don't upgrade to the paid version,
the free version is going to have lots of templates, graphics, and icons, you can use
to spruce up your lead magnet. So here's an example of one where we created
a simple PDF and we added a lot of graphics on top of the boring old Google analytics
text, to help people go through their analytics account and figure out all of the settings
they needed to fix, in order to better understand their website traffic. This next example is a quick resource guide
we put together also using Canva and as you can see both of these look professional and
it didn't take a whole lot of time to make them. So if you're interested on how to use Canva,
I'll link up in the cards and the description, to a video that walks through how to create
good-looking lead magnets with Canva in record time. Now that does it for tool number two here. Now tool number three is also going to be
in this step and that is your booking.
So obviously you want to get people on the
phone, but when it comes to booking and actually scheduling that call, it can be really, really
cumbersome and quite a headache, if you're emailing back and forth with times and figuring
out time zones, and then by the time they email you back, you've already scheduled it
another call. And so, I highly recommend using something
like Book like a boss or Calendly here, and those will automatically connect to your calendar
or just use their calendar inside their tool and people can automatically schedule at specific
times you've chosen. So that way you're not going to wake up in
the morning and find out that you have 10 sales calls, right? Well, what a great problem to have, but also
you have settings in there, where you can tell how the application that, “Hey, people
need to give me at least a 24 or 48 hour notice.” And so that's going to cover your scheduling,
that's going to save you a lot of time and headache. So now let's go ahead and move on to the third
step of our process and the last two pieces of software here, and that's going to be your
traffic.
So whether you're going to be creating content,
you're going to run some ads or you're going to be engaging in community groups. I'll link up in the cards, in the description
to a video that walks through all three of those strategies and much more detail, when
it comes to B2B and how to actually choose them. What I recommend using first here is Ubersuggest. So, it's going to be a free tool, you do need
to sign in using your Google account, in order to continue to use the software, but your
first project is free.
And this is going to give you a lot of information
on keywords and analyze competitor's websites. So, something that's really great about this
tool is you can go ahead and let's say, you're going to be running some Google search ads. So, you can go type in your keywords into
Google. And then you can take the URLs of the sites
that are showing up, plug those into Ubersuggest. And Ubersuggest is going to show you what
types of pages are working well on their site, as well as the key words, they seem to be
going after. So you can take those keywords for creating
content or help you putting together your PPC campaigns. When it comes to manual outreach, or you're
engaging in community groups the proper way, not promoting, but engaging, then I highly
recommend using a simple Google doc to keep track of all of the questions and the way
you reply to things because as you engage via email or in community groups, you're going
to find, you're going to get the same questions over again.
And you're going to have the same answers
that you're giving. And this is going to help you understand your
customer better and also streamline your engagement and lead generation process. And of course, Google drive is going to be
tool number five on our list here. Now specifically, we're going to be using
Gmail. We're going to be using Google docs like we
just talked about, and we're also going to be using Google forms. Now, before we go onto the other three, I'll
quickly say that if you don't want to use Canva, for whatever reason.
We have made successful lead magnets, simply
using a Google doc. We just share that URL, the Google doc inside
of the first email we sent in our sequence. And this is an example of a template that
we used to offer as a lead magnet. Now, why do you want to use G suite and not
just the free version? Well, you want to use G suite because as soon
as you're sending emails with your name at your company, you're immediately elevated
and look a lot more professional, than if it's just yourcompany@gmail.com, it's 5 to
10 dollars a month, depending upon the plan that you choose, you can start with the lower
price plan, and that's going to give you your at company email address. It doesn't matter if you have the .com, if
it's .net, .co, .io, whatever it is, as long as your company dot whatever, you're going
to be taken a lot more seriously than just using a standard Gmail address. Now, the final element that we're going to
use in our tool number five here, is going to be Google forms.
Now you'll notice that in the beginning on
the lead capture page, I only talked about collecting basic contact information, the
minimum amount, the name and the email, and maybe their phone number at that point, right? You probably don't even need the phone number
at that point, but it just depends on how you're structuring your process. And so here what you want to do, is to create
a pre call survey. So, this is going to be where you ask all
those questions you want to know, before you spend your valuable time on the phone with
them, right? So this is going to be where you're going
to make sure that before you hop on a call, you really do have an ideal customer in front
of you.
And not someone who's not a good fit. After all, you don't just want to get on the
phone with everyone. You want to make sure that you have some sort
of vetting process, so that you're valuing your time. And arguably more importantly, you're valuing
their time, to make sure that you're not wasting people's time. So that does it for the five tools that you
can use. We almost got away with a hundred percent
free tools, but there are a couple I highly recommend paying for like Calendly and G suite. The other ones, you can start with their free
plans.
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