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#325: They Clicked. Now What? The Integrator's Guide to Campaign Follow-Up

36m 59s

#325: They Clicked. Now What? The Integrator's Guide to Campaign Follow-Up

The podcast episode focuses on the importance of effective follow-up for AV integrators after marketing campaigns. It highlights that generating leads is only the first step; converting them requires a structured, timely, and personalized approach. Common pitfalls include not having a clear process, making assumptions about lead interest, and failing to integrate follow-up into the overall customer experience. Key strategies emphasized are responding quickly to leads (speed to lead), using a CRM to track interactions and outcomes, and employing multiple communication channels like phone calls, personalized emails, and automated texts to maintain engagement. The discussion underscores that follow-up should be intentional and consistent, treating each lead as an opportunity to build trust and deliver a concierge-like experience, ultimately turning clicks into loyal customers.

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[MUSIC PLAYING] Welcome to the Automation Unplugged Podcast, the podcast for technology professionals featuring leading industry personalities. I'm your host, Ron Cowles. [MUSIC PLAYING] Hiring the right people shouldn't feel like a full-time job, but too often, it does. Sorting through applications, screening candidates, and hoping for a great fit takes time, you don't have. That's where Amplify People comes in. We specialize in hiring for the custom integration industry, finding candidates who not only have the right skills, but also fit your company's culture and vision. From sourcing to screening, we handle it all, so you can focus on running your business. Ready to build your dream team? Visit amppeople.com. That's amppeople.com. [MUSIC PLAYING] This is Automation Unplugged, and I'm Ron Cowles. Our guest today on this marketing experts episode is Keith Kierney, a count manager here at One Firefly. Keith brings years of experience helping AV integrators across North America convert leads into real business through smart data-driven marketing. With the background in both tech and automotive, he knows how to turn strategy into results, and he's passionate about making follow-up part of the customer experience, not just a checkbox. This conversation is hosted by Cat Wheeler, and together they discuss why follow-up is the missing link between clicks and customers. The common traps integrators fall into, like assuming interest or lacking a clear process, and how to use tools like CRMs and automation without losing the human touch. Whether you're trying to improve speed to lead or get better ROI from your campaigns, this episode delivers practical strategies and Keith's trademark one-liners to keep you thinking. Let's dive in. Here's Automation Unplugged with Cat Wheeler and Keith Kierney. Hi, everyone, and welcome to another episode of Automation Unplugged Marketing Expert. I'm your host, Katherine Wheeler, and I'm so glad that you're all here. Today's episode is called They Clicked Now What? The Integrators Guide to Campaign Follow-Up. Launching a marketing campaign is always exciting. There's strategy, creativity, and the thrill of seeing all the leads roll in. But let's be real. Generating interest is only step one. Now that you've invested in marketing, how do you turn that lead into an actual customer? I call it finishing the drill. But in today's episode, we're going to be talking all about campaign follow-up. Why it matters, how to do it well, and the common mistakes other AV integrators make when they drop the ball after the click. If you want to get the most out of your marketing investment, and actually close more business, this episode is for you. Very excited to bring in our guest for today. He is an account manager here at One Firefly. He's been helping integrators grow their business through smart, data-driven marketing, and he's got a background in account management across tech and automotive. He really knows how to turn strategy into results. When he's not working, he's into Jiu Jitsu, spending time with his dog, and enjoying life with his fiancee. Let's welcome Keith Curry to the show today. Keith, it's great to have you here. Hey, Kat, thanks for having me. Long time listen to First Time Caller. I hear that. I hear that. Let the little intro for you. Can you tell our viewers all about yourself? What you do here at One Firefly? Yeah, absolutely. So I am in part of the account management team here, working with integrators all across North America, and sometimes even beyond that, not often, but sometimes. And yeah, my main prerogative in my role is to help clients make and make sense of their marketing strategy, watching campaigns, reporting. But more importantly, converting all those good leads into real business. I love it. And just for all the viewers out there, I embarrassed Keith a little bit today. I stole all of the pictures from the slides today from his wedding website. Because Keith is getting married here in what, two months? Just under two, it is cross time. Congratulations. Oh, thank you. OK, so let's start out with the basics of what we're talking about today. Integrators out there have invested in marketing. And that's not the end of the story, right? So why do you think so many integrators struggle with following up effectively after they run a campaign? Yeah, so I think there's a few big reasons for that. One being, so many integrators are focused on the install and project execution side. That follow up could really feel like more of a nice to have, rather than the core business function that it is. In addition to that, there's really, I notice many people struggle with. Some people are really good at, but having a lack of a defined process. So nobody really quite owns it. A lead may get bounced around and ultimately end up being lost just in the daily shuffle of things. And then additionally to that, kind of some assumption making going on, if you don't hear back from that individual or that business on the first attempt, there might be some assuming that that party isn't interested. When you and I will obviously tell anyone that marketing sales, it's all about touch points. So following up not only early, but often. So not assuming somebody's not interested just because they have responded to the first outreach. So those are at the top of a few notable considerations. Yeah, I think that's a really good way to look at it. I think as people with everything we do in life, not just marketing or follow up, we sort of think everybody acts the way that we act or has that same kind of response to things and we can't put ourselves into things. We have to not assume. Yeah, you know what happened when you assume? Yes, we do. So tell me, okay, so we know why people don't follow up or what happens when you don't follow up. But what does successful follow up look like? How do integrators know if they're getting it right? Oh, yeah, absolutely. I think that successful follow up is three things. It's fast, consistent, and intentional. So I know that your boss, Kendall has probably told you in the past, she's certainly told me at least. And she's used the phrase speed to wheat. And that does matter. And that quick response does give you the best chance to convert that business. But that's actually not something you and I have discussed so explicitly in the past. What does speed to lead me to you? I think, you know, kind of like we were just discussing, when people are thinking about, when they think enough about you to either respond to an event that you held or respond to an email that you sent or respond to a social media post that's out there. It's on their mind right then. And so you want to capitalize on that moment that they're interested that they're engaging and not wait a week for them to forget about it or move on to other things, right? There's momentum there. Absolutely. And in addition to that, I think using a CRM is so, so, so important. And again, we surprise them, sure you know, from your own experience that a lot of people don't use a CRM or they don't use it effectively or properly. You could say, and you need to be able to track those efforts, those outcomes, as well as having just that visibility and in organization, you know, I'll speak to people and they'll say, yeah, I went here, but what happened once it went there, you know, and if you're able to make those notes within the CRM, it increases that visibility and allows you to measure those action items. And even to build on that, I think that treating the leads for the response to and lead coming in as part of the customer experience, it's critical. It's not just a checkbox item. Okay, we did it. It's way, you know, having that concierge-like service from the point of a rich initial contact throughout the entire process is going to go a really long way. So, you know, not just checking a box, really treating it as part of the customer experience. Yeah, that's such a great point. And I kind of love what you said there. There's two sides to this, right? I'm using a CRM, the track, one, you can be reminded of the actions that you made and either, you know, not overwhelm somebody or know when it's too long since you reached out, but also you can kind of explore those wins and losses and see what worked and what didn't. And, you know, refine your strategy and make yourself better as time goes. Yeah, absolutely. And I didn't touch on the ability to even coach out of a CRM, to see, hey, what went right here? Or maybe more importantly, what went wrong here? How do we avoid that in the future? And, you know, that all just goes into the overall importance of a CRM and, you know, it doesn't need to be fancy. It doesn't need to be elaborate. It is a project to get yourself in your business on a CRM, but it just needs to be used. No, I appreciate that. Okay, now Keith, I think you know that my favorite part of any of these episodes is when we get to play a game. I've been waiting. Game? I'm very excited about it. So, today's game is called Keep It or Delete It. And what we're trying to decide here is you're going to tell me, you know, very succinctly because we got a lot of these to get through. But whether integrators should keep this particular follow-up tactic or delete it. It's an ineffective tactic and it's just a waste of time. Like, we want people to be out there doing things that guard our results, not just doing things for the sake of doing them, right? Absolutely. All right, so keep it or delete it. That's the name of the game. You ready, sir? I'm ready to play. All right, great. So, the first one is immediately calling a lead after a form submission. Keep it or delete it. I think we covered it already. Keep it. It builds trust and we're already working on that customer experience. So, I would say keep it 100%. Yeah, professionalism, momentum, all of those things that come in. We don't, this is not like dating. There's no 3-day rule, right? Nope, it is as soon as possible. Okay. Sending personalized campaign specific emails. Oh my gosh, I love it. Let's keep it. Type of tailored messaging means higher conversions. You know, the receiving party knows that this message is in response to specifically what they clicked on or inquired about. And it's just, you know, going and adding that personal touch or you'll like that personal touch, at least the higher conversions. So, I definitely am going to sit in the camp of keep it. Okay, I agree. Adding campaign leads to your general newsletter list immediately. I would love to say keep. I'm going to say delete with a caveat. Okay. Here's the reason for that. Yeah. What I find a lot of, not a lot of the time, but occasionally, right, is that somebody might submit a lead. It might be price shopping or it might be, you know, they're not truly serious, right? And I think that adding this contact to our email client list very soon in that process makes a ton of sense. As soon as that relationship is at least in part established, but right out the gate, you know, we had a lead come in, which we haven't truly investigated or know much about. I would say in that sense to lead, but I would say keep in the, in the regard of adding them to that client list soon, but let's establish a bit of a relationship first because what you don't want to see is a non-serious person doesn't want to receive that message, contributes to a bounce rate on subscribe rate. So, just establish it a little bit first in my, in my mind, in Dan Adam that was. So, I'm going to say keep and delete here. Now, I see what you're saying. So, you, you're, I think what you're getting it is qualify that lead. And as soon as it qualified, you know, immediately move it into that newsletter, because regardless of if they turn into a customer immediately six months, a year from now, you still want to keep that connection. Yeah. So, let's say qualify it a little bit. So, maybe delete isn't wholly accurate. I, maybe I'll lean back to you, keep, but with the caveat as opposed to delete with the caveat. I, I think we, we understand where you're going with that. I think it's a really solid point. Okay. Now, here, the students and interesting one as well, using automated text to schedule appointments. I love it. I love it, especially if you integrate that system into your CRM, now we're talking next level stuff here. That's great for after hours operation. It's creating and reducing friction. It's trackable to, and then it is able to have that automation built in, but it does or move the human factor either, so, you know, I'd have that automated message go out. Hey, thank you for contacting XYZ integrator. We're not in office right now. It's the weekend, but feel free to let us know what times work for you or when we can schedule and then somebody will follow up at the earliest convenience. So, it goes back to letting the party who submitted that lead. They know they're heard. They know that we're on it. We're just not in the office right now, or it's, you know, in evening and nobody's around to feel that right now, but somebody will certainly do that in the morning. So, I love an automated text to schedule appointments. I'm going to keep it. I love that too, because I think, again, it leads to the, like, value of the business. It leads to, you know, establishing professionalism and trust and a better customer experience. Because, again, in that moment, they want to talk to you if they feel heard. They feel valued. They're ready to make a next action. Absolutely. I love automated text. Not enough people use them, but I do love them. Okay. All right. I think I know what you'll say to this one, but follow up once and never again. Keep. I'm just kidding. Delete forever. If we need a structured cadence here, we need not one and done outreach. We definitely, definitely want to follow up again. All about that points. Okay. And isn't following up only in one way, like only over the phone, the only, versus following up in all of the ways. I would say following up in all of the ways, email, text, call, doing what you can to win that business and, you know, adding to that early on customer experience. So follow up on any avenue, which makes sense. And, you know, really try to earn that business. Okay. And I think we talked about this a little bit already, but, and I know what you're going to say here, but it never hurts to repeat this. A trekking every lead meticulously in a Ciera. I love it. I'm going to keep it because you can't grow if you don't measure if your visibility is low. You're not going to grow. Well, we could quote that one, but everybody across the organization should be able to see where a lead stands relatively easily. That might not be their job function, but if they're curious, they should be able to. So I'm a huge proponent of not only tracking in your Ciera, but leaving. And people have experienced this with me internally for better or worse, leaving detailed notes for where something stands. So I'm going to keep it. Well, and it's also true, you know, if you have an organization that isn't just one person of their people in that organization can help and follow along if they, you know, touch that same customer in another way. They can see what that history is and aren't going in black. Yeah, absolutely. And even speaking from our own internal experience, you know, maybe we're working with somebody that's engaged just for digital marketing in 2025. And they did before or they did some work with those in the past and 2020. And I am able to see that because even Josh left all these wonderful notes on the account. So not only are you tracking that lead and able to see where that stands, you're also setting future people, you might not even know yet, up for success because they're able to see the results of your conversations with the type of work of the type of person that's engaged us in the past. So it just sets people that you, you know, aren't even familiar with yet, up for success. So I would definitely keep that one. Love it. Okay. All right. Here's a good one. Delaying follow up intentionally for a few days. I am going to delete that one. You know, life is going to happen. Your kid is going to have a birthday party. You're going to be, you know, traveling or away or something of that effect, right? Sometimes you can't get that communication out immediately. Automated text would be very good to hit that stop gap with. But, you know, generally the expectation is not going to be as such that you need the solution for that person right this second, generally speaking. A confirmation of receipt or say, hey, we have this. We're looking at it. We'll follow up more meaningfully as soon as possible. You know, that goes a long way. So I am going to delete the original point of delay follow up intentionally for a few days. Okay. What about sending handwritten thank you notes to high value leads? Oh, I love that. I am going to keep that every day of the week. You and I have actually had these types of discussions with people in the past. It's a big differentiator, especially in luxury, right? Leaving things behind and you know, that could be as fabulous and extensive as you want or as simple as you want. It could be, you know, leading behind some pens and a handwritten thank you note in a QR code to review us or it could be bottles of wine or whatever the case may be, but just leaving that thing there so that you're continue to be thought about. I think that's a huge undervalued aspect of the overall project. So I'm going to keep that. Okay. How about posting a general thank you message on social media after our campaign ends? I like this in part. If you said a personal thank you, I would keep it. But because it was stated as such a general thank you message, I'm going to delete it. And being is that we want to be personal, we want to be direct, target it. And we want, you know, it to feel intentional. If we're just speaking generally, I don't think that's going to go far away, but through personalization, now we're cooking. So as far as this point's concerned, I'm going to delete it. But like I said, if it was posting a specific or personalized thank you message, I would keep it. So. Yeah. I mean, I agree. I think personal is the watch word here, we're in an industry where you're in people's homes. And there's, you know, a level of intimacy, a level of trust with that. And so being broad and generic, is it really what serves us well? Nope. I totally agree with that. All right. Well, okay. Let us dive in a little bit to campaign follow up and some of the tactics there in. Thank you for playing the gate with me. You're the only contestant today. So obviously you win. Oh. What do I win? Nothing, you just see what pride is what you and Keith pride. That's all I need, just as long as my ego is fed, we're good. Here. Okay. Well, I think we touched on some of these as we went along, but let's get into the deep. Starting with the basics, speed, timely follow up is critical. But talk about why it matters. What happens if you're not speedy Gonzalez on leads when they come in? Yeah. I mean, we've said it or we've said it a little bit to this point. So I've just kind of restating where we've gone to this point. The importance of the time we follow up really can't be overstated. There is a short window where you're a top of mind and be have the ability to build trust for someone who you probably don't know yet. And then even considering it further, they might be talking to the integrator next door or they might be price shopping and seeing what's the right fit for me and my family or my business if it's a commercial lead. So there's a small window of time where you're top of mind and have that ability to build trust. And another quoteable for you that I dreamed up was the greater the delay, the greater the decay, the decay and what you might ask, right? Not bad. Like that. Very nice. I know we can we can write that one out, but you know, even a simple acknowledgement. Like we said in the game there, hey, can't deal with this at least in a meaningful sense right now. You know, the bid's not going to come out tomorrow, but hey, I am interested in you. You're heard and I want to learn more easy. You know, we could we could sort the rest out as we go together here, but at least getting that acknowledgement out. And I find that even in my own role as an account manager, it's super duper powerful. People might come to me or hit my inbox with, hey, Keith, I need X, Y, Z, or I'm curious about, okay, well, you know, I need to speak to what team or the ads team or whomever. But if I'm able to say, hey, exactly that, I'm going to follow up with you. Please expect a more meaningful response in timeline. Nope. That firms up that trust in me as the account manager. So you don't need to have every answer right away, but you do need to acknowledge the requests or their feeling right away. And I think that's really, you know, the critical point to me as far as, you know, why that's so important. All right. Now, let's take it the other way. I don't know why this is on my mind today, why I'm like using all of these relationship metaphors, but this is where I am at this moment. So just let me have it. Let's talk about the bad side of that. The opposite side, can you go overboard in communication, essentially love bombing, like just too much communication to where it turns somebody off? You could, you absolutely could. It's about striking a balance and I am guilty of a few things in my life. One being long winded and one potentially sending too many follow up. So I could relate to that. It's about striking a balance. You want to be respectful to that other person and, you know, your top priority as the integrator may not be their top priority. They might just be, you know, casually researching and, you know, make that turns into something in a month, six months, two years. You don't know, but at least letting them know, hey, we're here for you having a respectful regular cadence. And then what will happen will happen. But you definitely don't want to love bomb that necessarily that might do more damage and good. So while we're talking about the importance of a time we follow up in cadence and structure, do you want to be cautious not to be overbearing? Interesting. All right. Well, let's talk about tools a little bit because we talked about CRM's. We've talked a little bit about automations, but how using all of these tools and their wonderful tools out new tools coming out every day to help you automate and use AI and this that and the other thing, how do we strike the right balance between using tools to help us do our jobs more efficiently, provide a better customer experience, but also, again, not sounding robotic, being personal, being who somebody wants to work with. Yeah. So I think if the question is, you know, how we're using tools, right? We're talking about automation. We're talking about AI, you know, AI is probably more relevant and just broad strokes, just in light every day, especially on the internet. So, you know, using automation is using AI. My opinion and conviction is that automation should add to the human element. It should not take away from or place it. Again, another thing I dreamed of was that automation should set the table, but not serve the meal. Did you sound the weekend coming up with oneliners? Because I am, I'm here for it. I take my preparation very seriously, Cat. Yes. I mean, all around winter, we're going to need these written down. We're going to have to do some quotable moments with the Keith because nailed it. Okay. Well, what are some, what are some fails, what are some common pitfalls, what are some of the things you work with a lot of integrators across the country and internationally, but what are some common mistakes that you see people making when it comes to follow up, whether it's delays, missed opportunities, or even tone, what should people as they're kind of integrating this into their marketing practice or their sales practices? What can they look for, you know, as mistakes they could be making? Yeah. I would say that a couple of things that come top of mine, they're at least, there's no clear owner who, who is going to be following up, what are they going to be following up? If it's everybody's job to follow up, nobody's going to follow up. So establishing who owns that one or two or how many ever people within a business, but knowing who's role it is to conduct that follow up is critical and that lends itself to is, you know, not having a process, you know, some, some person may reach out once twice and then move on. But if you haven't established cadence inside your business for, okay, you know, we came in here, follow one, two, three in the avenues, which you'll be following up, but that's going to make it much, much more frictionless or have less friction in that process and then tracking. If you're not documenting follow-ups, you're kind of flying by the seat of your pants to an extent. So that goes back to a conversation we had earlier about CRM, you need to be tracking outcomes in your CRM as well. So those are three major comic pitfalls that I have seen and I'm sure to some extent we'll continue to see, but I hope I see it less. Well speaking of, since you do see a lot out there in your role, what are some really good examples of success stories that you've seen? When an integrator is really nailed their follow-up game or somebody who's turned a quick response into a big, like, what have you seen, where are some wins? I need some wins. Yeah, I mean, so overall, I'd say just a few come to mind, but I won't speak out of school based on that client. Well, you have to name names, we don't name names, but we can tell stories. I've seen it a million times, this is an anecdote I typically use when I'm describing the importance of tracking and documenting your leads is an individual receives a lead to install some dimmer switches in a doctor's house. The next thing you know, yeah, they did the doctor's house and put those dimmer switches in, but they did as an entire live-tron shading system. Now he's doing the doctor's office and his friends' offices, so I suppose where I'm going with that, and this is a little adjacent to your point, is that following up and having that routine customer experience, no matter what the size of the job is, could result in something really significant for you. So I'd say treating all leads equally, but also another one that comes to mind is I'll actually have one of, they don't mind if we mention them. No, no names, we don't name names. Okay, go ahead, name a name, it's fine, go ahead. If they're friends in Hawaii, we'll actually have dedicated meetings where we sit down together, cut out an hour, quarterly, and review our lead sheets, run that against their CRM, and then we're able to identify blind spots, hey, this one here, this one there, I don't know where this went, this started into X, so really a big win is taking the time to sit down with your leads, whether they be, you know, from one firefly or they be just in your CRM and whether it be with Keith or your internal staff, but really spending the time to understand those where they're coming from, how they're followed up with, and that's going to lead to better result for you. Yeah, because a lot of that comes, a lot of, a lot of information can come out of those, and not only just which ones did we win, are we actually getting any actionable leads out of this, but more of which ones did we lose, and why did we lose them, and what percentage of return? Because a lot of people can be out there saying, well, my marketing is not working, I want to try something new, but in reality, it is what you're doing with those leads isn't working or converting. Is that, have you seen that happen? Oh, yeah, absolutely, I've seen, you know, CRMs that are not fully utilized, and the attribution isn't quite understood, so the question is, well, what's marketing doing, but you're not in a, you haven't set yourself up a position to actually understand what marketing is doing. We could report to or blue in the face, right? And I think at times I do, but, you know, you need to be able to understand the data, understand the generation of flow of those leads, once, you know, it leaves our hands or any marketing agency's hands and becomes an internal item for you to work on and, you know, win that business. Okay. Well, good stuff, Keith. I appreciate this, but before we wrap up, I have to ask one question, so let's put yourself out here, before we wrap up, have you ever personally botched any follow-up? So any fun stories or memorable lessons that you learned by any personal fails? Well, let me answer the question very basically, or in its foundational sense, yes, I have certainly botched the follow-up as of July 2025. I'm still a human, I've still dropped a ball or a plate, just like anybody else. And, you know, what I hear back from my clients or what I hear back from internal members of our team is, you know, communication is generally very strong, but I have botched it in the past. But, you know, I think that my main message in that, although I can't think of one specifically, but if I do, I'll certainly slack you into the whole story, or we can do a part two here. But the primary thing I want to get at if, you know, we don't take anything else from this, and hopefully there's a lot of takeaway from it. But, you know, just making sure you're responsive, you know, making sure that you're doing what you can to make that emotional connection with the other party. Again, you know, not everybody generally needs an answer right away, but when you can make a person feel heard, you're already start building trust or reaffirming trust or creating an emotional connection. And you know, that applies to my clients, the integrator, and that applies to my clients' clients, their customer. So if you're able to be responsive, on-time, proactive, and have that process built out, you're going to see results from that, you know, whether that be more relationships, hopefully more business. So that's my dialogue or on it. Love it. Well, I think there was a lot to take away from today. So I'll tell you what I learned from you today, or what at least was really good for me to re-hear from you today. And that is speed matters. The faster you follow up, the more likely you are to win the business. There's like the golden window there you can set a tone with. Secondly, don't lose the human touch. Yes, automation and tools and all of the good things that we use are wonderful, but being a person, being a real human is still a valuable part to all of our businesses, right? They're going to spill the wheel. Yeah. Okay. Say it one more time. Oh, you still have, you still have to serve the meal. Let automation set the table and the human will still serve that meal. Yeah. Okay. It's a good, we're going to use that. That's going to become a thing. Okay. And then third, tracking everything. So just making sure that you keep good notes and that you're detailed in what you do, right? So that you have visibility and other members of your team have visibility. Yeah. Absolutely. Do you mind if I drop one more codable for you? I do it. Let's hear it. Here we go. Fast doesn't mean frantic. Oh. I like that one too. I'm telling you, I got busy thinking of things over the weekend, but fast does not equal frantic. You have a plan. Be ready. Understand your process. It does not have to be haywire and crazy, very organized and feel very natural. You just have to do that work on the back and build up playing out. I love it. Yeah. Because at the end of the day, effective follow up separates average results from exceptional results, right? So like you're being fast, not frantic, because you're not going to win them all, but knowing what works and what doesn't and having a standard process can make you more successful and understand the difference and what makes you win, what makes you lose. Mm hmm. Well, Keith, I want to say thank you again for coming on the show today because I've learned a lot and I really appreciate you taking the time to get those quotable moments out there. I think you've had a lot of really good one liners that we can all take with us and that was very cool. So before we let you go, I just want to say a big congrats on your upcoming wedding because that's a very huge milestone. We're all very excited for you. Oh, thank you very much. And for those of you watching and listening who found this helpful, we want you to like and subscribe and share with somebody who you know might benefit in your office or anywhere else. So Keith, if somebody wants to connect with you, where can people connect with you to maybe learn more about your process or how you follow up or some good tips and tricks? Yeah. Absolutely. You could reach out to me at any time you'd like at my email address, which I believe is listed below. Thank you so much. Keith for being on the show today and thank everybody out there who is listening, love to have you. And we will see you next time on another episode of Automation on Plugged Barketing Experts. Thank you so much, Keith, for being on the show today and thank everybody out there who is listening, love to have you and we will see you next time on another episode of Automation on Plugged Barketing Experts. I don't think so much. Thanks for tuning in to another episode of Automation on Plugged. For a full transcript of this show and all previous shows, head over to our website at onefirefly.com/ayu. There you'll find links to all transcripts, show notes, Facebook live recordings and resources mentioned during the show. If you enjoyed this episode and like to hear more, follow us on Spotify, iTunes or wherever you listen to your podcast. Please follow us on social media. We are at onefirefly LLC on all platforms. Don't forget to tune in next week for another episode of Automation on Plugged as we dive deeper into technology trends and the fascinating people that make up the custom integration industry. Bye for now. [Music] [Music]

Podcast Summary

Key Points:

  1. Effective follow-up after marketing campaigns is crucial for converting leads into customers, requiring speed, consistency, and intentionality.
  2. Common mistakes include lacking a defined process, assuming disinterest after no initial response, and not treating follow-up as part of the customer experience.
  3. Using a CRM to track leads and actions is essential for organization, visibility, and improving strategies over time.
  4. Personalized, multi-channel follow-up (e.g., calls, tailored emails, automated texts) builds trust and professionalism, while generic approaches are less effective.
  5. Successful follow-up involves timely engagement, maintaining momentum, and avoiding delays to capitalize on lead interest.

Summary:

The podcast episode focuses on the importance of effective follow-up for AV integrators after marketing campaigns. It highlights that generating leads is only the first step; converting them requires a structured, timely, and personalized approach. Common pitfalls include not having a clear process, making assumptions about lead interest, and failing to integrate follow-up into the overall customer experience.

Key strategies emphasized are responding quickly to leads (speed to lead), using a CRM to track interactions and outcomes, and employing multiple communication channels like phone calls, personalized emails, and automated texts to maintain engagement. The discussion underscores that follow-up should be intentional and consistent, treating each lead as an opportunity to build trust and deliver a concierge-like experience, ultimately turning clicks into loyal customers.

FAQs

The podcast is for technology professionals and features leading industry personalities discussing topics like marketing and hiring in the custom integration industry.

Amplify People specializes in hiring for the custom integration industry, handling sourcing and screening to find candidates with the right skills and cultural fit, allowing businesses to focus on operations.

Follow-up turns leads into customers by capitalizing on their initial interest, building trust, and preventing lost opportunities due to delays or lack of engagement.

Common mistakes include treating follow-up as a low priority, lacking a defined process, assuming disinterest after no initial response, and not using a CRM effectively.

Successful follow-up is fast, consistent, and intentional, using tools like CRMs to track leads and treating follow-up as part of the customer experience, not just a checkbox.

Speed to lead is crucial because responding quickly keeps you top-of-mind, builds trust, and increases conversion chances before leads lose interest or explore competitors.

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