Use SMS in Your Marketing & Sales Funnel

About this video

Martell shares four ways to incorporate SMS text messaging into sales and marketing funnels, based on work with Chris at SalesMessage, a SaaS Academy coaching client who he says sends a million messages a week. He claims the chat script templates offered in the video reduced his own sales no-shows by 30%. The framework is: 1) Use SMS in three funnels — marketing to warm leads, sales to reduce no-shows, and customer success to prompt reviews and case studies; 2) Get the digits by asking for phone numbers at low-friction moments, such as on a second step/thank-you page offering live notifications, or via a checkbox for free phone support during trial signup; 3) Keep messages short and sweet like chatting a friend — a few words at a time, always ending with a question to drive engagement; 4) Catch the drop-off, placing SMS where prospects stall, like after a proposal or after applying for a demo without booking, and go omni-channel across Facebook, LinkedIn, chat, in-app and email. He adds automating the flow with Zapier triggered from tools like HubSpot, Pipedrive or ActiveCampaign, and recommends SalesMessage while disclosing Chris is his coaching client.

Key takeaways

• Use SMS in three funnels: marketing, sales no-shows, and reviews
• Get phone numbers on step two or via a free phone support checkbox
• Keep texts short and sweet and always end with a question
• Catch drop-offs where prospects stall, e.g. proposals and unbooked demos
• Automate SMS triggers with Zapier from your CRM or email tool

Episode details: published November 4, 2019 · 9:42 long. Summary written by Self Growth Videos from the episode itself. Business results and any income figures mentioned are Dan Martell’s own claims, shared for education — they are not typical or guaranteed.

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