creative tactics for the crm ninja
Post on 06-Jul-2015
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Creative Tactics for the CRM Ninja
welcome to the dojo
The City University of New York
1!
Creative Tactics for the CRM Ninja
APPLAUSE
2!
Creative Tactics for the CRM Ninja
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Creative Tactics for the CRM Ninja
My Epic Fail
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Creative Tactics for the CRM Ninja
A Lesson for the Future
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Creative Tactics for the CRM Ninja
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Creative Tactics for the CRM Ninja
The CRM Ninja Formula
A lot of experience = a lot of mistakes
= a lot of learning
7!
Creative Tactics for the CRM Ninja
Tactic 1: Fearless Emails ² Purpose ² Concise ² Call-to-action ² Clean code ² Plain text ² Media supports
message
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Creative Tactics for the CRM Ninja
Fearless Email Workflow
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Creative Tactics for the CRM Ninja
Plan
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Creative Tactics for the CRM Ninja
Craft
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Creative Tactics for the CRM Ninja
The City University of New York
Clean up text
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Creative Tactics for the CRM Ninja
Edit template
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Creative Tactics for the CRM Ninja
Copy html into Premailer
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Creative Tactics for the CRM Ninja
Copy html into Premailer
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Creative Tactics for the CRM Ninja
Google fonts hack
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Creative Tactics for the CRM Ninja
Google fonts hack
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Creative Tactics for the CRM Ninja
Pretty opt-outs
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Creative Tactics for the CRM Ninja
Test and tweak
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Creative Tactics for the CRM Ninja
The City University of New York
Ship without fear!
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Creative Tactics for the CRM Ninja
Final tips to ship
² Match names of emails and filters ² Match start time to recurring time ² Check “Preview Send Times” ² Send results to yourself
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Creative Tactics for the CRM Ninja
The City University of New York
Tactic 2: Resend Process ² Attribute ² Filter ² Communication ² Report
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Creative Tactics for the CRM Ninja
The City University of New York
Resend reports
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Creative Tactics for the CRM Ninja
The City University of New York
Tactic 3: Scalable Workflow
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Creative Tactics for the CRM Ninja
The City University of New York
Commitment deposit plan
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Creative Tactics for the CRM Ninja
The City University of New York
Math Placement process
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Creative Tactics for the CRM Ninja
The City University of New York
Transfer Eval process
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Creative Tactics for the CRM Ninja
The City University of New York
Password reset requests
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Creative Tactics for the CRM Ninja
The City University of New York
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Creative Tactics for the CRM Ninja
The City University of New York
Tactic 4: Actionable VIP
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Creative Tactics for the CRM Ninja
The City University of New York
Four keys to Actionable VIP
² Purposeful information ² Important content above-the-fold ² Required actionable steps ² Progress bar
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Creative Tactics for the CRM Ninja
The City University of New York
WOW Slider
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Creative Tactics for the CRM Ninja
The City University of New York
Making progress
Three keys to becoming a successful crm ninja
One.
Meet Regularly
Two.
Execute & adjust
Three.
Ship without fear
And finally...
Find me:
Paul w. Philips @paulphilpsweb Hunter Hub Hunterhub.wordpress.com
The City University of New York
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