[Case Study] What you measure gets treasured … Open rates increased from 21% to 24%

Life Goes on Roadmap, Measuring Results Comments Off on [Case Study] What you measure gets treasured … Open rates increased from 21% to 24%

You spend time obsessing about the right words to use in your autoresponder sequence to nurture new leads to become clients.

You set them up in your shopping cart to do their job.

But do you ever circle back to see how those emails are working for you?

If you are getting lots of sales, chances are, you know things are working.

Good for you.

But if sales are lackluster, what then?

Well, one thing to check out is how well your audience is opening and clicking on the links you provide.

My shopping cart makes it easy to monitor these kinds of things, and my virtual assistant runs reports so I can check the status over time.

I’ve been watching a particular follow up sequence over the last 60 days to notice open rates and click rates, and I’ve been making adjustments every 30 days to see about improving my results.

Everything is testing, testing, testing. We can always improve and find leaks in the “lead faucet” that need to be plugged.

I decided to accelerate the sequence of emails because the prior sequence was taking a bit too long to deliver.

Over the last 30 days, open rates for my sequence improved by about 3% — going from 21% to 24%.

That’s progress!

I noticed that one of our emails in the sequence (the last one) has been particularly strong the whole time because a ‘spike’ in open rates has been apparent.

That sure reads like an URGENCY opportunity for action to me!

However , two of the messages leading up to that final message have been considerably weaker by comparison.

What did I do?

I deleted those messages from the sequence because I want readers to be engaged with every message at the highest level.

I also want them to be inspired to take the next step and consider taking that next step to be URGENT as a way to get a real problem solved.

We’ll see how these adjustments play out over the next 30 days with improved engagement, clicks to the call to action, sales for the featured product, or get acquainted sessions with the fee only financial planning team.

>> As a result of reading this post, are you inspired to find a leak in your ‘lead faucet”?

If so, share what you find out and how your actions to make the most of what you learn pay off.> Are you inspired to get your personal financial life organized before life serves up a bump in the road?

>> Take the new and improved message sequence for spin and see how well it serves you and the people you love.


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Focus pays off — Follow One Course Until Successful

Business Success, Life Goes on Roadmap Comments Off on Focus pays off — Follow One Course Until Successful

Are you a spinner of multiple plates or a king or queen of focus?

For years, I have been the queen of spinning many plates.

This summer, I have given myself permission to FOCUS on one big initiative.

My big initiative is the launch of Life Goes on Roadmap™ as a business to consumer offer as well as a business to business invitation for licensing this system as a done-for-you-private-label offer to support financial advisors and other professional service providers to serve their clients more deeply, attract leads, make more money, differentiate, and welcome enthusiastic referrals.

What a revelation this has been.

I feel so clear and purposeful in my actions. Results are absolutely flowing in all good ways.

Why did I wait so long?

Truth is, the 2008 Great Recession was really tough, and I had a lot of my former publicity business dry up in what seemed like an instant.

Tough times those were.

Having only one source of revenue made me very fearful and vulnerable in an economic downturn.

That’s when I decided to get serious about creating multiple streams of income so if one well would run dry, the others would still carry me forward.

Well, a lot of years have passed since then.

Not long ago, I had this ‘wake up call’ that operating from that old place of fear and vulnerability from 2008 wasn’t in my best interests today. I just decided to FOCUS on the one course of action that calls me forward in a big way.

Every day, I take action on at least five things to advance toward my big goal, and many days, I exceed that.

Everything is working out great!

What is the lesson?

FOCUS: Follow One Course Until Successful

You may be thinking, “Duh moment.”

And you might be right.

I may be a bit of a slow learner, but when I get the lesson, I GET the lesson.

This one is as clear as day.




#Financial Peace

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Local Publicity Pays Off in “This Or Something Better” Kinds of Ways

Life Goes on Roadmap, Local Publicity, Measuring Results Comments Off on Local Publicity Pays Off in “This Or Something Better” Kinds of Ways

If Facebook Advertising isn’t your lead generation tool of choice and strategic partnerships (or joint ventures) feel premature for your new offering, what can you do to build the buzz?

Try local publicity!

My husband and I each have mature businesses doing what we do.

This summer, we’ve been building the buzz for our newest initiative — Life Goes on Roadmap™.

Local publicity has been paying off for us. Last week, three sales came in for Life Goes on Roadmap™ as a direct result of local publicity. Two came as a result of reading a feature about us in Bellevue Club Reflections Magazine. One came as a result of reading a cover story about us in Somerset Neighbors magazine.

3 Ways PR Delivered Unexpected and Welcome Opportunities

Good publicity is one thing. And it’s the “this or something better” outcomes that can be the best outcomes of all.

Example #1

I met the most amazing woman at a live event last weekend who was inspired to make a purchase and also create a rather compelling video testimonial about the value of our offering.

The credibility of Sue Ferreria’s delivery is very persuasive, and plenty of comments are already posted from viewers who are speaking up about how a product such as ours is so deeply needed by so many. Watch and post a comment if you are so inspired.

Example #2

I was a guest on The Money Hour radio show with Tina Mitchell and Keelan Harvey last week. I’ll share the link to the rebroadcast in a few days as I had quite a few sassy sound bites to share.

My favorite: “Without this GPS, you could be SOL.”

While networking with the hosts and two other guests in the studio, one of the hosts mentioned he knows people in high places at an organization that would likely be interested in Life Goes on Roadmap™. He offered to follow up with me this coming week with an introduction.

You never know what magic can unfold while waiting for your turn to take the microphone. Be open to those kinds of magic moments of opportunity.

Example #3

3) Friday, my husband Steve and I delivered a practice management case study by webinar about Steve’s firm, while also weaving in a mention about our done for you licensing opportunity for Life Goes on Roadmap™ to the members of the Garrett Planning Network. This invitation came after the founder, Sheryl Garrett, endorsed Life Goes on Roadmap™ after reviewing it per our request.

(We’ve been aiming high, right out of the gate.)

Garrett Planning Network is a professional organization comprised of 250+ fee only CERTIFIED FINANCIAL PLANNER™ Professionals.

The members are now are considering how Life Goes on Roadmap™ can support them in serving their clients more deeply, filling a gap in their serving offerings that can help them make more money, and setting themselves apart from other advisors who don’t offer this benefit.

Yesterday I was invited to attend a women-only networking event where I’ll get to connect in person with decision makers who may find our system to be a good fit to support their client service and growth goals. This invitation would not have come my way if we had not been invited to deliver that webinar.

Several financial planners have already reached out to learn more about how they can participate as licensees of our system.

If this interests you, we have a link to visit that shares more about that.

A Request

We believe we have a message that needs to be heard and seen by millions, and we’ve only just begun to make our best impact.

That’s why local and national publicity opportunities are a priority for us.

We are looking for all the “this or something better” outcomes that publicity provides.

I’m doing my share of reaching out to the right people. My arms are wide open to hear from those who find our message about financial empowerment for couples to be timely and of service.

If you host a podcast, radio show, TV show or want to invite me to do a Facebook Live interview about the needs Life Goes on Roadmap™ meets and why it matters, I’d love to hear from you.

Just send me an email at nancy@lifegoesonroadmap.com with “media interview request” in the subject line, and I’ll gladly reply.

Inspiration for YOU!

If you have a new initiative that needs wings to fly, I D.A.R.E, you to go for it.

Decide what you want to achieve.

Ask for what you want, apply yourself, while always aiming high.

Resist the temptation to quit.

Execute — because nothing happens without inspired, imperfect action.


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