Up-sell Any Existing Client By 2-3x Using Our ‘Client Multiplier Sequence’.

Workshop Transcript

0:00:04 - (A): All right, cool. Can everyone see my screen? Yes. Comments? If you can, check and know if you cannot. I'll switch it up, but we're going to be going over an upsell sequence. So this is a. I'm going to go over the upsell sequence for email. Sorry, for pixel. And then I'm also going to go for audience. Now, this thing's lethal, because essentially what it does is you can take a client that, let's say they're paying you like, $500 a month, and you can probably two to three x the amount they're paying you, but also two to three x the amount of value that you're giving without doing a lot of extra work.

0:00:42 - (A): Okay, so, honestly, as I was writing this, I felt like I was a teacher writing those guides because I put a hypothetical in here, like an actual hypothetical to go through and show you what this email looks like. But we're going to be doing a bit of math and using our forecast generator here. Now, we're going to be going over identity resolution, and then we're going to be doing what I call the traffic switch.

0:01:08 - (A): The traffic switch is essentially where you find a client that is spending a lot of money on a traffic source. Usually Google Ads is the most common one, and then switching it up and saying, all right, well, instead we're going to do intent data, but we're going to do this way instead. Usually it's switching them from Google to Facebook, I find, is the most common one. But it can work for other stuff like email.

0:01:33 - (A): Obviously, we get into stuff like sms. If you're doing it compliantly, it can get into that stuff, too. So the first thing you want to do is. And again, this is for existing clients you might have. Okay, so I'm going to get into how to do this in. In a cold outreach way as we get into more about the MVP. And that's gonna be another workshop. It's kind of going to be a bit of a series. But this is if you have any existing clients now, this can be a client on a trial. This could be somebody that you've spoken to.

0:02:01 - (A): It doesn't have to be someone that's already paying you. It just has to be someone that you already have some kind of connection with because the style of the email is kind of like coming in mid conversation. All right, so let me just zoom in on this. The first email that you want to send is called the data opportunity. And this is the opener. Let me just zoom in here. So the subject line just says data opportunity.

0:02:30 - (A): And it says, hey. Name. I just recently invested in building an internal data services team which will help us access targeting outside of just social ads, Facebook, IG, YouTube. This means we'll have billions of data signals to use and can get very refined in targeting. Okay. We have also invested in building a tracking system which collect more data from ad platforms due to their privacy restrictions.

0:02:51 - (A): I think this could be a massive needle move before and just put the campaign in, whatever you're working on, as we could reduce ads costs, increase quality traffic and potentially two x sales without additional ad spend. Would you happen to be running an audit on our existing strategy to see what potential results this could look like? If this is someone that is not currently paying you or someone you've been speaking to, it can work as a reactivation sequence. You just want to be like, you know, in this part here in the campaign, you just put something different, like put in, move it for what we discussed on the phone or what we went over the other week.

0:03:23 - (A): Right? But this one's lethal. I mean, this is going to reactivate a lot of people. Okay, now what happens? The reason why you need to kind of deal with them here is because what you're going to do is you're going to place the pixel on their website. For those that are new, we have something called an identity resolution pixel. Essentially what it does is it takes anonymous traffic and it matches it to anywhere from like 30% to 60% of human traffic.

0:03:50 - (A): And it matches it to a database we have, and it tells you who they are, unlocks all the data points about them. It's super cool because you can put the pixel on a website that's getting 10,000 hits a month. And then you can resolve 3000, maybe 5000 of those people and then run retargeting sequences on email and things like that, and bring customers back. So the first thing I'm going to talk about is the pixel upsell.

0:04:16 - (A): A bit of prep work. All you need is you just need to put the pixel on the client's website. That's it. If you don't put the pixel on the client's website, that's okay. You can just, I guess, guess, and you can say, here's what we got for another client. So if this is a roadblock where the client's like, no, I don't need touching the website, just tell me what it is, blah, blah. That's okay. You can just run a hypothetical and say on our last client, we got 30% match rate. You really just need to know match rate. And that's about it, but you need to know a little bit about the client.

0:04:46 - (A): So this is why it's good for existing clients, because you should have this handy and you should actually already have access to their website. But again, if this is reactivation sequence, you just need to ask this from the client. So you just need to know monthly traffic cost per acquisition, the sales conversion rate. Now, the sales conversion rate is on a whole. So in this particular forecast, we don't go really granular like we have site conversion rate. Sales conversion rate.

0:05:11 - (A): It's just, what is your sales conversion rate? As in, like, averaging out of cold traffic or people that hit your website? How many people you actually close? So, you know, if they usually close 20% of people they speak to on the phone, you're probably going to narrow that down to like 5%. Average people land on the website and then deal value. You know, how much they get from a deal. Okay, then we're going to put in our stats, which is the identity resolution, match verification percentage, reopt in percentage, and reactivation sales. This is going to be the same as their sales conversion rate.

0:05:43 - (A): And it's going to give us a quick little forecast to say. So from there, we're going to put in our own charges and we're going to make it make a lot of sense where they're making money no matter what and that we're getting paid out of the profits. So I have put together a quick little example. Now, before I release this forecast, we're just going to pressure test this. Finally, at the end of today, just to make sure everything's working, I tested again this morning, but anything can happen with these spreadsheets, so keep that in mind. But essentially, let's say you've got a h vac company.

0:06:20 - (A): Uh, this is a pretty extreme example. I just want to do this to. I did one extreme and then one not as extreme, but let's say you've got Greg's h vac, a national brand, and they sell h vac services and they spend $240,000 per month on Google Ads, right. Uh, which I know a lot of companies that are doing like that, especially in, like h vac in those industries, it costs him dollar 800 to acquire a job, which is $2,300 in revenue.

0:06:44 - (A): Okay. Now, most people would look at that and they'd be like, I can't really help this guy. Like, there's nothing else I can really do there. But you are mistaken. So he generates 10,000 visitors every month through targeted Google Ads, right? So that means he's spending like $7 cost per click, which could be on the high end, but this is h vac. So just sort of hypothetical. And his overall sales conversion rate is around 3%.

0:07:06 - (A): Okay, remember, this is people that go on the website compared to, sorry, it's cost per click is about dollar 24 because this h vac. And then that close. All right, so this is how we help him. So we're going to place a pixel on his site. And let's say we're going to match it at 30%. Then what we're going to do is look at how many of those leads we reckon we could reopen to a booking or a lead. Then we're going to apply the same conversion rate that he's getting to those. Because it's going to be just any same sequence. It's going to be just a normal booking sequence.

0:07:36 - (A): And then we're going to put in our fees. So if I go over to here, I put in the traffic, the cost per acquisition. This is what hes paying currently per customer id put in the conversion rate, the sales conversion rate, which is 3% the deal value. So that means he gets 300 sales a month. Thats $690,000 in revenue for $240,000 spent. Most people look at that and be like, theres not really any way I can help this person.

0:08:07 - (A): But if we look further, that's 9700 people that are on his site that he's paying for, that he hasn't done anything with. We match 30% of those people. That's 2900 people that we've matched up. Let's say we do a quick scrub and maybe 80% are like reverified. Like we do a skip trace or something. That's 2300 profiles we can reach out to. If we can get 15% of those people, if theyre already on the website, and then we just follow up with them.

0:08:39 - (A): This wont be just one email. Thisll be a nurturing sequence as a whole. And thats 349 people that we can get to re opt in, apply that same sales conversion rate, and thats ten extra sales. That is 24,000 a month in recovered revenue that we can get this client doing. Not a lot of work. We'll get into more about fulfillment and things like that. But the way that you have, when you have the people set up, all you need is a simple reactivation sequence. Or you could just have them call the leads if you really want, you could do it that way too.

0:09:12 - (A): So then we put in our face, we go, okay, so let's do a pixel license fee of $1,000, let's say $3,000 a month for us to be able to do the reactivation. Right? That covers us maybe going through doing a high level reactivation, doing email, maybe we're doing some kind of, like, compliant sms, something like that. And then we'll take 5% of performance. Okay, so that means the client spends a total of $5,200 per month with us. They still profit $18,000.

0:09:42 - (A): Now, the cool thing here is they don't have to do anything, right? Like, in everything else, like all these offers where it's like, hey, yeah, you know, if we don't perform, you don't pay all this stuff. It's like they still have to invest in ads. You know what I mean? Or they still even reactivation campaigns, they're still running the risk of you burning their existing leads. So this is a complete no brainer for them to get new money that they couldn't get before.

0:10:09 - (A): Okay? Now, as you see, I put the reactivation here, which is quite high. This is essentially what you need to get. So what you want to do is the upsell sequence is you want to essentially go through, put in these numbers, and just make it make sense. And one of the most lethal numbers that you'd be able to use in your pitch is down here. Traffic lost value. So this is essentially saying, all right, so you're spending $240,000 a month on ads.

0:10:35 - (A): $232,000 is wasted every single month when you do that. And it's like, that's a huge one that gets people teary eyed. So, essentially what we'll do is we'll put this into an email. I'll highlight the bits. So it's like, this is how it looks. This is what you'd send to him. If you don't put the pixel on the website, you could replace this with a hypothetical like, hi, I've got another brand that I did this for, and I placed Pixel. We're able to do this.

0:11:05 - (A): This is what I think we do for you. Okay, so, hi, I placed Pixel on the site. We're able to match 2900 people from just 10,000 visitors. This means we're wasting approximately $232,800 a month, on average, as a conversion rate of 3%. So a huge chunk of people we never speak to. I spoke with the team, and this is where he set up the upsell. And with the right retargeting sequence in place, I believe we can get 15% back of these recovered visitors. Into appointments. And then based on your current sales conversion rate, that is ten additional sales per month. Over $18,000 in extra revenue could bring in.

0:11:40 - (A): Right. I spoke to our team now, actually, I'll adjust that because that's the profit, obviously. That's actually going to be 24,000. And then we can add our part there. But I'll make sure I put this in before I send it over to you guys. Spoke to the team internally. It won't require too much additional bandwidth on our end. Would you be open to a proposal of how we can apply this? And either we can slightly increase our fee for the tracking and the data, or we can just do a performance fee to cover these visitors back.

0:12:10 - (A): Let me know and we can start right away. And then you send that email, and you're going to get a good response to that email. We've sent variations of this. I've never actually put it into just a template that you can just copy and paste, but it works. It works very, very well. So quick temp check. Who's still with me? Drop me a yes or me no. Cool, cool, cool. All right, nice. So the next question you're going to ask is probably, all right, so you sit down with the client and it's like, well, how do I pitch this? How do I get them across the line?

0:12:53 - (A): Now, the most important thing with your client is this is still a hypothetical forecast because you haven't worked with them yet. But what I find is really cool about this is most agencies and most people are going to come and say, oh, yeah, we can do this. And I guarantee no one's broken down stats like this before where they're like, oh, my gosh. Because you can play around with these numbers. Okay, so let's say, for an example, say, sit down with the client. You got this in front of them. You got your brand here.

0:13:22 - (A): And what you do is you say, okay, so this is your sales conversion rate. Yep. This is your cost per acquisition. Yep. If they don't know the cost per acquisition, instead of being like, hung up and be like, oh, shit, how am I going to finish this? You just basically, you don't know your cost per acquisition. And they're like, yeah. And then that's when you have to be like, all right, well, this is, you know, this is not good. Like, this is, you should know this.

0:13:43 - (A): And that's where you can kind of run a hypothetical and just say, well, let's say it's this much, right? And usually make it. I would say you want to make sure. On average, they're making 1.5 x what the ad spend is. Okay, so $800, a pretty fair estimate. Then what you want to do is you can leave that. I'll put that around 30%, maybe even 20%. You want to be on the low end, keep that around 80%. That's fine.

0:14:11 - (A): This is the number that you really need to. Is important, and this is something that you need to agree on. What I really like about this style is it's an easy way to upsell them because you'll be like, okay, so in order for you to make this much back, and what you can do is you can actually remove this, and then. So you can move this, and you can remove this, and you can remove this for now. And basically, all you need to do is you just need to be like, all right, so this needs to be at least 15% for you to make this back. You say, if this drops to 10%, obviously make less. If it goes to 5%, you make less. If it goes to, like, 3%, you know, you make less, right? You say our goal is 10% at least. Or maybe our goal is 15%, which is absolutely possible, right? If you're doing.

0:15:08 - (A): Again, this is a. This is not. You send one email, and that's it. This is going to be an email series, and it's across the whole, and you should be able to get it up to 10%. The important thing is to stress with the client that, look, this is a team effort. Do you think you could get this through your own devices? Do you think I could just give you the leads and you call them and you can get 15%? If I give you 349 people and you reach out to them and send them to your sales team, do you think you could get at least 15% of them to become leads again?

0:15:43 - (A): And if they're like, yeah, we could do that easy. Be like, all right, no worries. Well, what we'll do is, I'll just do a license fee. So you just pay us $1,000 a month, and, you know, you're still making $23,000 a month. And they're like, okay, cool. And you can just settle that way. But most of the time, they're going to be like, oh, you know, we don't have the bandwidth for that. What should we do?

0:16:01 - (A): You know, do you have anything? Do you have a sequence? You're like, yeah, we do. What we can do is we can add that. So got a pixel fee, and we can add that for $2,000 a month. I think that's when it costs me. It's a little bit more on the expensive side, but we're going to do it right. We're going to do compliant. Say whatever you want, obviously tell the truth, you are going to do it right and you're going to do compliant, and then you're going to buy and look. And then for every sale we bring in, if I can just get 5%, and I'm even happy to lower this to like $1,000. If you give me 5%, then this is what I reckon we can do. Right now. This is pretty high because you like charging quite a bit, but you want to make the numbers make sense.

0:16:46 - (A): How do they get to 10,000? There we go. So essentially what you're doing is you're just finessing the numbers with the clients and you're doing something you can both agree on, because the worst you can do is coming blazing and be like, yeah, I can get you, you know, I can guarantee you 15% reactivation rate, blah blah blah, because you don't really know their business. So what you do is you say, look, we need to get this in order for this to make sense.

0:17:13 - (A): Can your sales team deliver on that? And if they say yes, then sweet, you just earn yourself like a client where you can just add a pixel fee and leave it there. Whats cool about this as well is if theyre like, no, no, no, I can do it. I dont need your help. Just give me the pixel, ill do the reactivation on my end. Its like, okay, cool. So you can put the pixel on their site, you can go. And I guarantee after about one or two months, theyre not going to hit this unless they have experience in just decent emails and copywriting, depending what kind of business they are, and it turns a negative into a positive.

0:17:48 - (A): Because instead of coming back and this sucks to get getting money from this, blah, blah, blah, or ive only been able to convert a few people, you can be like, well, I said at the start, thats why I use my sequence. And then you can easily upsell them. So you can either upsell on the call or you can upsell later, but its going to turn a negative into a positive. And the key to this is just being as transparent as possible. Once they know the numbers, this is what we need.

0:18:11 - (A): If we dont get, this doesnt make sense, and if theyre like, theres no way in hell weve ever gotten that in the history of our entire business, then you might need to reconfigure some stuff. And maybe you do need to do a traffic switch, but this is. This should work easily, because what I like about this as well is it's not some pitch and then it's not some big build up. And it's like, all right, the total price of this will be $5,000.

0:18:37 - (A): Because then they're just thinking, like, $5,000. Shit, that's a lot. Like, I could go to an agency and there'd be, like, $500 from five or something like that. They're not thinking like that. You're building the price into how much you'd be making them back. Okay. So it's a very easy way to be able to upsell clients. All right, who's still with me? Any questions just on this before we jump into the next section?

0:19:09 - (A): I'm not sharing the pixel forecast yet, because I just want to make sure I, like, test all the numbers. I know these are right, but I. My OCD kicks in. I want to make sure everybody's doing this correctly. I don't want anyone just going on, like, wrong numbers. But you will be sent out in the end. Is resident of you guys. You guys enjoying this? Cool. Cool. Who feels confident they could upsell a client with this and doesn't have. This is.

0:19:39 - (A): You don't have to be in Dax on this. You can literally just, like, if you have a client and you're running Facebook ads, you can easily upsell a client to, like, $3,000 a month doing this if you have the stats. Right, okay. Um, now, obviously, this is a bit of an extreme example. Like, they're spending $240,000 a month on ads. Right? Um, I'll go into a less extreme example, and I'll show you about audience syncing.

0:20:02 - (A): But these are two easy strategies. Okay, let's get into the traffic switch forecast. All right, so let's go up to here. So that's that one. And basically, just to recap, we send the email. We're like, cool. We reckon we can do this. Is this. We collect some stats, then we go through, and we can just run a hypothetical. You don't have to put the Pixel on their website. You can run a hypothetical, and you can say, this is what we'd need.

0:20:34 - (A): But the idea is to set it up where you're saying, this is what we could get. And then it's saying, would you be open to this? And then giving them a call and then kind of negotiating the numbers together. All right, so let's get into another hypothetical, and I try to make this one a little bit more realistic on a smaller business. Okay, so I just made up a brand. Justclick is actually a pretty sick name.

0:21:01 - (A): Justclick is an advertising agency that helps clients with their social media. They spend $20,000 per month Google Ads with an average site conversion rate of 10%. Then of those leads, 20% will close. They spend roughly $5 cost per click on high intake keywords like social media marketing management. So how are we going to help them? This is a pretty standard client. So what we're going to do, and what I recommend you do, if you don't know what their keywords are, you don't know the exact keywords and how much it is cost per click.

0:21:34 - (A): You can use a tool called keywords everywhere in Chrome. Essentially it's just a Chrome extension. What you can do is it's free. You can type a keyword in Google and then you can just see what the average cost per click is. So you can do that to, excuse me, to run a forecast in terms of like what you think the cost per click is for that client. This works really well in niches that clients are spending a lot of money, SEO clients spending a lot of money on Google.

0:22:06 - (A): Maybe they're, you know, you can even show it with value with like them doing some like cold outbound stuff too. Like the costs that they're actually paying out in commissions. Yes, there will be a replay. So let's say they're spending $20,000 a month on ads. Their sales conversion rate. So the actual sales from the leads is 15%, their site conversion rate is 5%, offer value is 1500, and their cost per click is $5, which is pretty standard. So 4000 clicks generates 200 leads, generates 30, sales $45,000 revenue, a CPA of $666.

0:22:44 - (A): So we look at, can we beat this? Okay, like, this is where it's like, can we beat it? So what we're going to do is we're going to take the keywords, we're going to build a custom model and we're going to put it into Facebook. Or you can do other things, but email, et cetera. But Facebook is going to be by far the easiest one to crack. It might take a little bit. And again, if they already have something going, you can just take the Google Ads, switch it over to Facebook, something like that.

0:23:12 - (A): Um, but what we're going to do is we're like, all right, cool. Uh, so we've got that. We're going to put that at zero for now. And then we just need to focus on these stats here. Now, on Facebook, you're either going to have really high cpm, really high click through rate, or a lower cpm and an average click through rate. I find those are the signs of like a healthy campaign. Um, but what we're going to do is we're going to set this at around $40 cpm, 3% click through rate, which you definitely can get, and a 5% conversion rate, because that's what they're already getting.

0:23:46 - (A): So if we did that, essentially, if you go down here, they're spending $5,333 to generate the same amount of revenue, and we're dropping their CPA by 73%. What's even cool about this is if they were to spend the same amount with us on this forecast, they would make $168,000, which is insane. So this could be, I even might drop this down, maybe make this like 2%. Let's just see how this works here. Even that is good. Like, I'll make that there.

0:24:18 - (A): Maybe put this to $50, maybe chuck this to 60. Yeah. Like you can see here, when you take the intent audiences and Facebook ads, you can get it a lot cheaper. Alright, so let's say a 40% drop in CPA. That's still really good. So this is the first email that you send them. So sorry, you sent the first email and then this is what you come in with. Okay. So I started analyzing what audience we could use outside of just. And you put the channel there and managed to find over x amount of people over x amount of days who are actively searching for.

0:24:59 - (A): And then you put in their keyword, they put into comparison this type of intent traffic has a value of. And then you put a cost per click and you can find that through keywords anywhere, anything like that. Again, this doesn't have to be something where you go into the ad account. You can use hypotheticals if you really want. Okay. Um, if you say, oh, if you're paying, you know, this is how much on average people pay per click. If they're using these types of keywords, I believe I can drop the CPA by 65% using the data through Facebook ads versus using Google Ads. This means instead of spending $20,000 per month to generate $45,000, you can be generating x amount. I put together a forecast of the difference you can make and what KPI's to focus on. Do you have some time to go over it on Monday?

0:25:39 - (A): And then when you're on the call, this is where you sit down and you say, well, this is what I've figured out. And I think I can get this now. The worth that's going to go into this is we're going to have to like, obviously we can just license you, the audience, right? So if you have somebody on your team that is confident with Facebook ads, then I can basically just rent you all the data and you should be good to go. And you're still making a lot of money, you're still crushing it.

0:26:09 - (A): And if they're like, no, no, no, can you set it up for me? You're like, yeah, I can. What I'll do is I'll drop this down to $500 or so, a $1,000 retainer. Usually this I do about 5000. I mean, it's 2500. I'm not going to take performance yet. Let's wait until we get this at least, I would say 35% drop. And then we can add performance on there. Right there. It doesn't matter. They're still making more than they were before.

0:26:33 - (A): The CPA is still dropping. I mean, by this, it's still 35% cost drop. All right? And then that's it. And then you get into it. Now, the big thing about this is, as I've said on the both of these forecasts, is we are, we're not breaking it up where we're not saying it's treated as like a negotiation. We're not like, oh, yeah. So you know, this, this, this leading it up, big pitch that Sam, oven silence for like 30 seconds, you know, and then like, oh, why do you want to do it? Like, it's literally just going through and it's like, I looked at the numbers I put here, here's what we could get, and you're showing them, here's what we can do.

0:27:11 - (A): But what you're doing is you're removing the ambiguity and you're just using transparency and saying this is what you'd actually need to get in order to get to this. I can help you get there or I can provide something to help you get there. But this is what you need, right? So if you come in here and you go, okay, so to make this work. So if I'm not, before I add on any price, right, let's say I haven't added on any price.

0:27:35 - (A): So I'm gonna put this as zero. Pull. This is zero. Just say so. Look, you're spending $25,000 a month. You are generating about $45,000 revenue, CPA of $666, which is pretty good. I reckon that I can take the same audience with my data and on Facebook, I can get you down to about CPA $400. So 40% drop, which means you can spend that same amount and make $75,000 instead of just $40,000, which is pretty sweet.

0:28:06 - (A): Now to do this, I would need to essentially get a CPM of $60, which is more than possible, an average click through rate of 2% and the same kind of conversion rate you have. If your websites already converting on Google Ads, I'm sure it's going to convert on this. Maybe we'll make a few adjustments, but this is what I would need to get. Now, in order to get a really decent CPM, I'm going to need to test a few audiences with my MiDi buyer.

0:28:37 - (A): And in order to get a decent click through rate, I'm going to need to test a few creatives. Now, for me to put these together, the creatives and the audience, and basically just manage that account. Essentially what I'll do is I will just need to charge a management fee. It's completely up to you. What I can do is I can give you the audience and you can do it yourself and you can still get these results right and you'll still make quite a lot of money.

0:29:04 - (A): If you want me to do it for you, I can come in with a retainer around fifteen hundred dollars a month. I can have my team manage it. And youre still dropping that CPA by 35%. And you just break it down to your client. You let the numbers tell the story because you cant really like, whats the objection to that? The objection that is, oh, its a bit expensive and its okay, well lets just remove it. Thats all good and well just do that.

0:29:27 - (A): You just need to hit those metrics though. Thats the thing. And they're like, oh, we'll just continue with Google Ads. Like, all right, well this is what you're missing out on. Like you could spend double on Google Ads or you could open this traffic channel and you could do this. Okay, so this is the traffic switch. Now, if you were to do this on a cold context, what you could do is you could literally just find people that are spending money on Google Ads. Like you could just go, I'll find some softwares you can do that with and then you can just do find them through audience lab by doing an enrichment, or you can just find those businesses.

0:30:00 - (A): But really the way this is mostly designed is for an upsell, but you can do it to clients that or, you know, prospective clients you're speaking to. Let's say you were speaking to a fishing shop a couple weeks ago and they, you know, you tried to charge them x amount and you didn't really go for the numbers and like, oh, we'll think about it, blah, blah. You could easily come in with this reactivation sequence and be able to get them on.

0:30:25 - (A): The idea is building trust and showing transparency of like this is the numbers and this is what we can do and kind of going through it together and then figuring out, okay, this is what we need to get to. Now I repeat, and I want to really emphasize this, do not say I guarantee these numbers because you don't know their business. There's so many things that could happen. They could have a, like the ad account could be completely just trashed, right? Like they could have a Facebook ad account. They're like, let's use mine. And they ran terrible ads from there.

0:30:57 - (A): And Facebook can give bad performance to ad accounts. Like your ad account can make a difference. It could be where it just takes two weeks for the audiences to hit. As soon as you're on the audience, maybe it just takes a little bit. It could be that. I mean there's so many different variables. So the best thing to do is say this is what we want to get to and this is how im going to base my cost structure.

0:31:22 - (A): Are you good to go? And if theyre like, oh, but can you guarantee these stats id be like, well I can show you exactly whats needed to get to these. I cant guarantee them because I dont know your business but if we can get these stats we can get to there. Its simple math. Simple as that. So email signal audiences again, I thought those parts and those are the two upsell sequences. How we don't for time.

0:31:49 - (A): Oh, we're doing really good. All right, any questions on this one? So we'll look here. Yeah, you can use these audiences inside of Google Ads. The only thing is it's like, it's kind of like, well, because they're already spending money on Google Ads, right. They're spending money on a certain keyword and then using the intent. It's like it's not going to really make that much of a difference without already bidding on that keyword. It could drop the costs to be less for that keyword.

0:32:30 - (A): Now you could take that and you could do like display or something. But honestly, I would say it's better to actually just shift them from using the same intent on Google Ads and then moving it over to Facebook. Um, that's an easier sell now if they're like, no, no, no, we want to stay on Google. Then you could do it with that and they could maybe bid on broader keywords. I have to think about in terms of the best way to position that.

0:32:53 - (A): But it's like if I'm spending x amount on a specific keyword and then I'm using intent data on top of that, I'm not sure if that's going to drop the cost of the keyword because I'm already bidding on that keyword, but I could be wrong. But yeah, you. We have had people use this in Google Ads and see a significant cost drop still averaged around 40 50%. It just depends how much. I find Google Ads a little bit more tricky, so it just depends on how sold they are on that. And again, you could still apply this.

0:33:23 - (A): I haven't done the forecast on it, but you could apply something else. You could be like, well, what if we just did outbound on this? The whole idea is getting them to open up another traffic source is cheaper. The targeting audience. Can we target language based people, like people from hispanic countries, people from Mexico based in the us data? I'll have to check on that. That would require, I think we have.

0:33:50 - (A): So we are shifting and re adding and doing a few of the attributes and I'll check to see if we have anything on language and that type of thing. Client is planning on doing it via display ads. Oh, yeah, you can do it by display ads. I mean display ads are pretty cheap and essentially you want to have the intent audience and have a display ads. The only thing is, if the audience isn't big enough and the client is spending, like, Google's charging them more cost per click, that's the only pitfall. What's good about Facebook is you paying cost per impression.

0:34:24 - (A): So I find that it's quicker to get it right with Google, though. I think it's a lot less volatile, so it might take a little bit longer, but once it's set, it's set. All right, any other questions? Um, I'll get into some technical stuff in a little bit. Just want to make sure I keep it on this for all those watching the recording. Otherwise, should be good. All right, sweet. So, um, who here, like, give me a score?

0:35:19 - (A): One out of five. How confident you would be upselling either an existing client, a client you've been speaking to, someone that you're in some kind of contact with. Give me one out of five. One being I have no idea. I'm going to have to watch this 20 times, even get an understanding. Five being yeah, I can. I can do this tomorrow. Five. Five. Five. Excellent. One. That's all right. You came in late.

0:35:51 - (A): You can just rewatch it. All right, Sam, we'll come back to that one. Learn five because it came in late. That's all right. Cool. Okay, so let me start wrapping up. Cool. So I'm going to quickly pause the recording. Pause. Watching home.

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0:00:04 – Introduction to Upsell Sequence

  • The speaker introduces the concept of an upsell sequence using an email campaign, particularly focused on Pixel and Audience.
  • Goal: Take clients paying a small fee (e.g., $500/month) and 2x or 3x their payments by offering more value with little extra work.

0:01:08 – Overview of Traffic Switch Strategy

  • The speaker outlines the “Traffic Switch” strategy, where they switch a client’s primary traffic source (typically Google Ads) to a more efficient method like Facebook or Email Ads using intent data.
  • This approach works well for increasing conversions and lowering ad costs, with potential applications in SMS marketing.

0:02:01 – First Email: Data Opportunity

  • Subject: “Data Opportunity”
  • Introduces the idea of using a newly developed internal data service and tracking system to refine ad targeting and improve results.
  • The goal is to help clients reduce ad costs, increase traffic quality, and potentially double sales without additional ad spend.

0:03:50 – Identity Resolution Pixel Explanation

  • The speaker explains the Identity Resolution Pixel, which tracks anonymous traffic on a client’s website and resolves it into identifiable leads.
  • The pixel can resolve 30-60% of website traffic, enabling businesses to run retargeting campaigns via email and other methods to re-engage users.

0:04:16 – Pixel Upsell Strategy

  • The upsell requires placing the Identity Resolution Pixel on the client’s website to track traffic and generate reactivation leads.
  • The speaker advises knowing a client’s monthly traffic, cost per acquisition, and sales conversion rate to forecast potential results.

0:06:20 – Example: HVAC Company

  • A hypothetical example of an HVAC company spending $240,000/month on Google Ads, acquiring jobs at $800 each and generating $690,000 in monthly revenue.
  • The speaker demonstrates how placing a pixel could resolve 30% of unused traffic, leading to 349 additional leads and $24,000 in extra monthly revenue.

0:09:12 – Pricing for the Upsell

  • Suggested pricing: $1,000 for the pixel license fee, $3,000/month for the reactivation work, and 5% of performance-based profit.
  • The client still profits from the additional revenue with minimal effort on their part.

0:10:35 – Lost Traffic Value as a Selling Point

  • A key selling point in the upsell pitch: Showing clients the value of traffic they’re currently losing (e.g., $232,000 of wasted traffic per month in the HVAC example).

0:12:53 – Closing the Client and Forecast Flexibility

  • The pitch involves showing clients hypothetical numbers to demonstrate potential performance.
  • The speaker stresses not over-promising and instead positioning the offer as a flexible negotiation based on realistic results.

0:16:01 – Managing Client Expectations

  • The speaker advises emphasizing to the client that success is a team effort, ensuring the client’s sales team can handle the leads generated.
  • By setting realistic goals (e.g., a 10-15% reactivation rate), the speaker can confidently propose fees for additional services.

0:19:09 – Audience Syncing and Traffic Switch for Smaller Businesses

  • The next section covers a similar strategy for smaller businesses.
  • A hypothetical case involving “JustClick” spending $20,000/month on Google Ads, with a 10% site conversion rate and 20% lead close rate.
  • By switching to Facebook Ads using audience intent data, the speaker shows how to drop the cost per acquisition and significantly increase revenue.

0:24:59 – Crafting the Second Email

  • A follow-up email focuses on comparing the current Google Ads strategy with the potential of using Facebook Ads to reduce costs and increase revenue.
  • The speaker highlights transparency and data-based results to build trust with clients.

0:27:11 – Avoiding Ambiguity in the Sales Process

  • Rather than making bold guarantees, the speaker emphasizes transparency, clearly showing clients the metrics needed to achieve the results.
  • This method makes it easier for clients to justify the investment in the proposed upsell.

0:30:57 – Dealing with Variable Factors in Client Campaigns

  • A key point is acknowledging that factors like bad past ad performance or underperforming ad accounts can affect outcomes.
  • The speaker suggests framing forecasts as goals rather than promises, based on the assumption that clients will maintain certain performance levels.

0:31:49 – Using Intent Data in Google Ads

  • A participant asks about using intent data in Google Ads, and the speaker explains that while it’s possible, switching from Google to Facebook typically yields better results due to the cost-per-impression model.

0:34:24 – Display Ads and Facebook Ads for Intent Audiences

  • The speaker discusses how display ads can work with intent audiences but points out that Facebook Ads generally have a faster and more scalable path to success.

0:35:19 – Confidence Levels and Final Remarks

  • The speaker gauges participants’ confidence in using the upsell strategy and encourages them to rewatch the workshop if needed.
  • Final points emphasize the simplicity and transparency of the upsell approach, which can work for both existing and prospective clients.

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