1. FHC Tech Talk Automation and Efficiency Series
Talk #3: Drip Marketing & Automation
Dial-In Number: 1 (415) Webinar ID:

2. Welcome to the tech talk!
Speakers here today…
Brandon Hall
Chief Information Officer |
Sarah Molitor
Training & Communication Specialist |
Amanda Darr
Media Designer |

3. Agenda Drip marketing and social media tools
What should your office be doing to keep pace with your leading competition?
Where can automation be used?
Where does the content come from?
Ya, but what about compliance?
What places should you use marketing?
Marketing fundamentals

4. Terms/Definitions
Drip marketing: continuous marketing campaign that keeps you top of mind and presents calls to action to clients over time
Landing page: a page used in a marketing campaign for the person to sign up to your newsletter/mailing list
Marketing campaigns: normally using a service to get a message out to a bunch of people/subscribers
Inbound Marketing - a different approach from the standard, where you are providing expert content/ useful information to position yourself as an expert in your field instead of just selling a product

5. Drip Marketing Tools
Social Media - Buffer or Hootsuite Low cost, automated, recommend optimal times for posts to be submitted based on page traffic trends, multiple platforms (Facebook, LinkedIn, Twitter)
– Mailchimp ($10/mo), Emma, Constant Contact ($45/mo), Aweber ($19/mo). MailChimp has automation but it is a paid feature

6. Buffer Pricing

7. Hoot Suite Pricing

8. Mail Chimp Pricing

9. My Emma Pricing

10. Constant Contact Pricing

11. AWeber Pricing

12. Marketing Plan for the Rep Office
What should you be doing?
Have a website. You will be researched by prospective clients, they will want to see a website
Have company content setup on Facebook, LinkedIn, and Twitter for a social presence and pay for Global Relay
Start posting relevant content 3 times a week on social media, and once a week maximum on the mailing list platform of your choice
Don’t be scared to re-use the same content or link to the same content using different techniques

13. Automation: let the system do it…
Social media: Buffer can be used to schedule posting at the prime times for your users, based on their viewing habits and when they’re logged on.
Mail Chimp can be setup in advance to mail people on a schedule as well
Automatically send birthday and anniversary s
Add new clients to a welcome campaign
Content: 3rd party marketing handlers can be used: Marketing Pro, Real Wealth Media, FMG suite (can even control website content)

14. What about compliance?
Content from the providers we are discussing have approved it through FINRA already
Those providers are:
Peter Montoya Marketing Library Pro
Real Wealth Media: FHC provides a package for free
FMG Marketing: Will manage and update your website’s content as well

15. Where should you use the marketing content?
Update the content on your website and drive people to that with links on the social media and mailing lists
Update your social media content. From there, give them a way they can sign up to your mailing list if they haven’t already
Always have a signup link in everything: signature, newsletter, social media posts, blog entries

16. Use a CRM Keep track of all of meaningful data Running reports
Day to day calls, meeting, notes
Running reports
Be more effective
Tailor communication (i.e. Send married couples information about spousal riders)
Rank clients or track referrals & households
Find more opportunities
i.e. Who doesn’t have DI insurance? Who haven’t you seen?
Develop Meaningful Relationships
Who haven’t you seen this year?
Who needs to be called?
Automate opportunities
Create customized mailing lists
Schedule visits & phone

17. More Automation with Zapier

18. Marketing Tips
Timely ideas go farther and get more clicks, shows that you’re paying attention
If you automate all of it, take time to read the articles you put out there
Always have a call to action section (“call me for more info”, “take advantage today”)
Referrals are your friend! Have a referral link and information. Do you have a referral program?

19. Marketing Tips
Be sure to follow FHC for content and marketing ideas that you can send to your clients as well!
Don’t be afraid to use your content a couple times and link to it from your social media and drip marketing
Start simple, stay consistent and don’t forget to follow up!