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MARKETING In this video we’re going to talk about the marketing and partnership tools that are built into Platfio to make sure that you’ve always got lots of leads. Platfio is not just designed to help you build apps, it's also designed to make sure that your pipeline is always full. We've met so many amazing agencies that are constantly struggling to generate enough leads and close enough business because they're exceptional at building but they haven't yet mastered the marketing and sales processes that they need to scale their agencies. That’s why we built these tools into Platfio. Let’s start by looking at how you build a marketing funnel. A marketing funnel is essentially a selling system that you’ve developed. In some cases, you’ll be selling a templated app, such as one tailored for gyms, where you set up different pricing plans with various currencies. You can choose between a Do-It-Yourself or a Done-For-You package, or potentially even a Done-With-You package through a series of webinars, which many agencies have had success with. So, you can go ahead and define a product, or alternatively, if you’re just selling custom applications, you can simply set it to Custom here, and you won’t have access to that option. Next, you’ll want to set up your lead sources. These could include referrals from partners, paid campaigns, search engine marketing, or outbound activities. Platfio allows you to configure all of these sources in one place. From there, you can go ahead and plan out the campaigns you're gonna use. You can go ahead and plan out the demographics, the copy, the CTAs, the creative, and also track the results that you're getting on those campaigns. Remember, without enough campaigns, you won't be sending enough traffic to the pages and forms that you generate, in order to generate the leads. Once campaigns are planned, you can start building the funnel pages. These include the landing page… squeeze page… lead magnet page… book-a-demo page, and checkout page. Each page is linked and includes forms embedded in them, triggering autoresponders for emails or purchases. We’re also able to embed special forms like Checkout forms that will collect client’s payment details and start charging them. Embed booking links or calendar links to make booking part of the funnel. After the customer makes a purchase, we can embed the wizard and configure it to automatically have them start onboarding into their application, and finally, direct them to the portal so that they can bookmark and then access it. The funnel is designed to help you map out the full end-to-end customer journey and then provide the landing pages, squeeze page, checkout pages, the wizard and portal pages to deliver that customer experience. Now in some cases, agencies have a completely productized approach where they’re able to sell off-the-shelf software using these pages. In some cases it's very custom, where they hold the client's hand, or a hybrid, where the lead generation is done automatically. Then from lead through to close they have salespeople holding the client's hand a little bit more. Then from close through to delivery it goes back to more of an automated approach where the client is sent links that they can use to onboard and handover. That can all be set up using forms, pages and autoresponders. Then you have built-in analytics that let you track traffic and results that come from those pages. Let’s say from the start of this year up until the end of October, and let’s select the pages that we want to track. This makes it easy to monitor performance and optimize over time. Finally, we can go to Preview. Here we have a funnel built for gyms, marketed under the brand Gym Grow. It includes a Landing page, Squeeze page, Lead magnet page, Book-a-demo via the calendar embedded link, Checkout, where they can choose their plan, add discount codes and card details. In the Onboarding, there’s a Thank-you page, they can then progress through the Wizard in two phases, and then they’re offered the ability to book a consultation, and finally, access to the portal, where the client can launch their app once it’s ready. Funnels are a great way to structure the user journey, but it's critical that you put enough traffic in the top of the funnel. Make sure that you're running ads, using outbound methods, building search engine-optimized pages that lead interested parties into your funnels. Another way to drive leads into your funnels is via Partners. Platfio includes a partner management system that you can also use. So if you come and check out a dashboard, like the partner's dashboard, you can see that we can actually go ahead and add an affiliate partner. We can then go into a partner. We can add their details. We can schedule tasks, notes, and files, and we can keep track of the leads and closed business that they've generated for us. This ensures your sales and account management teams can stay engaged with referral partners, that those partners understand the value that you bring to their clients and keeps your agency to be top of mind for referral partners that could be sending traffic to your funnel. When designing funnels for your agency, always start with a clear customer persona, then define how traffic will enter the funnel, and finally, map out how leads will become prospects, opportunities, and closed deals. Thank you for watching!