Marketing Automation Blueprint

3

Defining Your Three Year Vision

If we were having this conversation three years from today, looking

back over those three years, what would have to have happened for you

to feel happy with your progress?

4

Dangers:

1) 5)

2) 6)

3) 7)

4) 8)

List here your greatest challenges or dangers for your business.

Now in the above list, circle the three that concern you the most.

Opportunities:

1) 5)

2) 6)

3) 7)

4) 8)

List here the benefits of overcoming the challenges above.

Now in the above list, circle the three that you feel are your greatest opportunities.

Strengths:

1) 5)

2) 6)

3) 7)

4) 8)

List here what you believe are your greatest strengths.

Now in the above list, circle your top three strengths.

Defining Your Dangers, Opportunities, and Strengths

D Your DOS

5

Automated Advisor

On a scale of 1-10 (10 being the most important), Which do you feel you currently need the most help with in your business?

Generating More Traffic / Interest In Your Business

Generating More Leads

Converting More of the Leads You Generate Into Appointments

Closing More of the Prospects You Meet With

Staying In Touch & Following Up With the Prospects That Don’t Close Today

Increasing the Lifetime Value of Each Client You Close

Generating More Referrals From Each of Your Clients

Closing More of the Referrals You Receive

Increasing Client Retention

The Biggest Challenge I Want Help Solving In My Business Is:

Defining Your Priorities

P Your Priorities

What is your current traffic strategy?

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What is your traffic generation strategy?

1 Attract Traffic

How much do you currently spend to market your practice each month?

How are you generating awareness & interest in your business?

How many visitors do you get to your website each month?

How much do you spend monthly to market your practice?

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What is your lead capture strategy?

2 Capture Leads

What is your lead capture strategy?

Where do you currently drive traffic (website, landing page, calls, etc.)?

What are your Calls-To-Action (CTAs)?

What value are you offering in exchange for your prospect’s information?

How many leads (from all sources) do you generate each month?

Website: Seminars: Social Media:

Radio:

Referrals: Direct Mail:

Centers of Influence:

Other:

How many total leads do you generate each month (from all sources)?

What is your short term nurture strategy?

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3 Lead Nurture

How are you developing/nurturing the leads you generate?

How do you follow up with prospects?

How many times do you follow up with prospects?

What do you do with those prospects that don’t convert today?

On average how many follow up attempts do you make per prospect?

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What is your lead to appointment conversion strategy?

4 Converting Leads to Appointments

What is your appointment conversion strategy? i.e. How do you turn leads into appointments?

What is your process for following up to get prospects to schedule?

How many follow up attempts do you make?

How many first appointments do you generate each month?

What happens to those leads that don’t schedule?

On average how many first appointments do you generate each month?

What is your long term nurture strategy?

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5 Long Term Nurture

What is your Long Term Nurture strategy?

How are you taking your prospect’s buying temperature periodically?

What is your re-engagement strategy?

What is your strategy to close and maximize the lifetime value of each client?

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6 New Clients & Client Value

How many new clients do you close each month?

What is an average client worth to your practice?

First year revenue?

Lifetime client value?

What is your average first year revenue per client?

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On average, how many clients leave your firm each year?

What is an average client worth to your practice annually?

How do you provide ongoing value to existing clients?

How do you communicate regularly with your existing clients?

How many existing clients do you have?

What is your client retention strategy?

7 Client Retention

On average, how many clients leave your firm each year?

What is your referral generation strategy?

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8 Maximizing Referrals

What percentage of your business comes from referrals each year?

On average, how many times per year do you ask your clients for referrals?

How do you ask?

How many referrals do you generate each month/year?

What is your referral to appointment conversion strategy?

For every 10 referrals you receive, how many schedule appointments? And how many become clients?

How many referrals do you receive on average?

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How do you create a compelling experience for prospects?

What separates the experience your prospects have with your firm from your competition?

What is your strategy for "WOWing" your prospects?

W Creating Your “WOW” Prospect Experience

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What types of products & services do you currently offer and what percentage of your business comes from eachcategory?

What is your current cross-sell strategy?

How do you ensure you maximize the lifetime client value of each relationship you close?

What percentage of your clients buy more than one type of product or service from you?

What do you do to encourage new and existing clients to do more with you?

What is your profit maximization strategy?

C Cross-Selling and Profit Maximization

Asset Management: %

Life Insurance: %

Annuities: %

Long Term Care: %

Other: %

Other: %

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How many full time team members do you have currently?

What are their different positions?

What systems/processes do you have to ensure a consistent quality experience for prospects and clients?

What systems do you use to track the effectiveness of your marketing campaigns?

How do you track your business, both new and existing? How do you track your recurring revenue each year?

What software programs do you use currently? (CRM, Email, Automation, Web, Etc.)

What is your strategy to maximize internal efficiency?

S Systems & Staffing

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Where are your greatest opportunities for growth?

G Growth Opportunities

How Many Leads Do You Typically Generate Each Month?

How Many First Appointments Do You Generate Each Month?

How Many New Clients Do You Close Each Month?

What Is Your First Year Revenue Per Client?

What Is Your Current Annual Gross Revenue?

What Traffic Sources Do You Currently Use? (circle)

Direct Mail Radio Print Billboard Social COI’s Referrals Other:_________

How Much Money Do You Spend Monthly on Marketing?

B

C

D

E

A $

F $

÷ =

Average Cost Per Lead

A B G

÷ =

Lead to Appointment Ratio

C B H

÷ =

Appointment to Close Ratio

D C I

%

%

$$

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Who is Brandon Stuerke?

C About the Founder

Still in his early 30’s, Brandon Stuerke is already recog-nized as a visionary in the financial services industry. He’s been featured in several national publications, including: The Wall Street Journal, Life Insurance Selling, Senior Market Advisor, as well as NAIFA’s Advisor Today. The media loves Brandon because his story combines knowl-edge and success – without hype.

Brandon learned the financial services industry from the ground-up, spending his first five years in the industry with MetLife, learning the mechanics of the industry before venturing out to start his own firm Golden Financial Group in early 2006. After becoming frustrated with the lack of results of standard approaches to marketing, Brandon began pioneering truly innovative new approach-es to marketing.

After building out his first trade-marked Strategic Alliance Program, “Winning With CPAs” in 2009, Brandon launched Automated Advisor in 2011 after discovering the power of marketing automation and technology and what implementing it strategically means for advisors across the country. To achieve his vision of helping the financial industry and his peers evolve to keep pace with the buying behaviors of today’s consumers, Brandon now travels the country speaking to and educating thousands of advisors each year on the concepts and strategies that have helped transform his own business, with the mission of helping other advisors do the same.

Lives in Columbia, MOMarried to Becky of 13 years

Father of Gwenyth (age 4) and twins Calvin and Briana (age 2)

Brandon Stuerke, CEO/Founder

www.automatedadvisor.com800.260.2927 | info@automatedadvisor.com