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(Presentation Version) How To Get Your First Customers + Templates & Tools by Mark Montalban - Founder

[Presentation Version] How to Get Your First Customers + Templates & Tools by Mark Montalban_ FounderCopy

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2K views43 pages

(Presentation Version) How To Get Your First Customers + Templates & Tools by Mark Montalban - Founder

[Presentation Version] How to Get Your First Customers + Templates & Tools by Mark Montalban_ FounderCopy

Uploaded by

Founder Institute
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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How to Get Your First

Customers
+ Templates, Tactics, &
Tools
+ Clubhouse Hacks

@markmonta [email protected]
WHAT IS A FUNNEL

are paths a lead travels when


completing your intended
goal

@markmonta 2
@markmonta 3
FUNNEL ELEMENTS
● Website (Blog, Navigation, About, Product)
● Company Social Media
● Buying process
● Customer service
● Marketing Emails (& tone)
● Personal social profiles (or lack thereof)
● Tone of your voice
● Posture and facial expressions

@markmonta 4
LEVEL 1: FEEDBACK
LINKEDIN CONNECTION REQUEST
FOLLOW UP 1
SOCIAL MEDIA RESEARCH
FOLLOW UP 2
FEEDBACK CALL
@markmonta 5
LEVEL 2: $$$

@markmonta 6
MORE FUNNEL ELEMENTS

@markmonta 7
SO, WHERE DO
YOU START?
@markmonta 8
1. RESEARCH YOUR MARKET
A Forums (Reddit & smaller ones)
B Facebook Groups
C Linkedin Groups & Hashtags
D Quora (Topics)
E Meetup.com Groups

@markmonta 9
FB/INSTA/REDDIT/TW RESEARCH HACK

@markmonta 10
Learn and gather data
about how and what
people think of topics
within your industry.

@markmonta 11
@markmonta 12
LINKEDIN RESEARCH HACK

@markmonta 13
2A. BUILD YOUR B2C FUNNEL
(Minimum Requirements, Not Including Product)

1. Landing Page
2. Email Funnel
3. Funnel Optimization & Tests
a. Landing Page Headlines
b. Email Follow Ups
c. Checkout process
d. (Product Tweaks)

@markmonta 14
@markmonta 15
WHEN IN DOUBT, COPY YOUR
COMPETITORS

@markmonta 16
@markmonta 17
2B. BUILD YOUR B2B FUNNEL
(Minimum Requirements)

1. Outreach templates
2. Follow up templates
3. Sales Script
a. Sales Deck - The 5 Elements
b. Selling Process (BMANTR)
4. Funnel Optimization & Tests
a. Outreach emails
b. Follow up templates
c. Sales Call
d. (Product Tweaks)

@markmonta 18
3. FILL YOUR FUNNEL

@markmonta 19
HOW DO YOU FILL THE FUNNEL?
(FOR FREE)

@markmonta 20
TACTIC #1 - CONNECT WITH A MESSAGE

@markmonta 21
TACTIC #1 - A MINDFUL OUTREACH

Hey <name>, I loved your work on


___ and have experience with ___.
Would love to connect and see if I
can help with ___. Thanks

@markmonta 22
TACTIC #1 - IT’S NOT STALKING

23
INFLUENCERS (B2C & B2B)

@markmonta 24
TACTIC #1 - FOLLOW UP

Hi _, I saw you posted on _ and believe that


<insert secret sauce> can help. Free in the
coming days for a quick chat? I sent an email
to your Linkedin email in case you are not
super active on here.

@markmonta 25
TACTIC #2

@markmonta 26
MOST USED EMAIL FORMATS
Founders: fi[email protected]

Managers: [email protected] or
[email protected]

Influencers & Personal Emails: ???

@markmonta 27
GMAIL EMAIL FINDING

@markmonta
28
Unapologetically follow up
nicely & appropriately
until you get a yes or no.
Templates: fndri.com/cold_emails

@markmonta 29
CASE STUDY #1

@markmonta 30
CASE STUDY #2

@markmonta 31
CASE STUDY #2

@markmonta 32
IS CLUBHOUSE A GOOD PLACE TO GROW?

@markmonta 33
WHAT IS CLUBHOUSE GOOD FOR?
Building deep relationships Impatient people

Public speaking Only goal is to sell

Pitch practice

Mostly slowly talking with


investors
Getting in front of
celebrities

@markmonta 35
FUNNEL ACTIONS FOR CLUBHOUSE
Follow moderators on stage

Follow them on instagram

Like specific photos that you like

Take a snapshot of when


they speak and pay attention
to the narrative
Mention speakers that you
want to get in front of on Insta
stories

@markmonta 36
@markmonta 37
TOOLS & RESOURCES
Email Tools Books
● Streak (Mass Email) ● The Adweek Copywriting Handbook
● Mailtester (Email Verifier) ● DotComSecrets
● MixMax (embedded gmail polls and
meeting requests) Research Tools
● More Outreach Templates ● OneTab (Research Organization)
● Crunchbase Insights
Email Marketing ● Respondent (FI DEAL)
● Mailchimp
● Active Campaign (automation) Landing Pages
● Hubspot (FI DEAL) ● WEEBLY (FI DEAL)
● LANDER APP (FI DEAL)
Influencers ● WORDPRESS.ORG + THRIVE THEMES
● Russell Brunson (B2C Tactics)
● Gary Vaynerchuk (B2B&C Tactics)
● *People in your vertical*

@markmonta ⚡ Slide 35
38
WAS I HELPFUL?
Please follow MindfulText on Linkedin
&
and subscribe to us on YouTube.
(we need 100 subscribers on youtube for a custom domain!)

@markmonta 39
TYPES OF EMAILS

@markmonta 40
EXPERT FUNNEL
EXAMPLES
@markmonta 41
METRICS OF A FUNNEL

<-Start Here

@markmonta 42
METRICS OF A FUNNEL

@markmonta 43

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