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PRODUCTIVE DISSATISFACTION How We Advocated for Inbound, Upsold Accounts, and Built a Better Organization Overall

HOW WE ADVOCATED FOR INBOUND, UPSOLD ACCOUNTS, AND BUILT A BETTER ORGANIZATION OVERALL [INBOUND 2014]

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In this session Drew Himel from PCR Agency will walk you through how his agency added close to $500,000 in new revenue in less than 8 months through upselling his existing client base and helped PCR become the fastest partner ever to reach Platinum. The session will cover the exact process PCR used to identify which clients were great candidates for upselling to Inbound Marketing and which clients they realized were profit suckers and how they handled each. Once you have identified which clients are the best fit for inbound marketing the next step is coming up with a well organized sales approach. You will walk away from this session with the exact questions PCR used, what documents and presentations they presented to advocate for an Inbound Marketing Budget and how they differentiated themselves from a Upselling clients is the critical first step but once you have sold an account, how do you implement the strategy outlined? The presentation will go over the exact proposals PCR used, their unique approach to fulfilling Inbound for clients, and the structure of clients meetings and what they cover. Drew will go over in detail how he completely reorganized his entire staff to become a full Inbound Marketing Agency. You will leave with the personality testing he uses to identify Inbound Marketers, interview process, training and education for employees.

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Page 1: HOW WE ADVOCATED FOR INBOUND, UPSOLD ACCOUNTS, AND BUILT A BETTER ORGANIZATION OVERALL [INBOUND 2014]

P R O D U C T I V E D I S S A T I S F A C T I O N

How We Advocated for Inbound, Upsold Accounts, and Built a Better Organization Overall

Page 2: HOW WE ADVOCATED FOR INBOUND, UPSOLD ACCOUNTS, AND BUILT A BETTER ORGANIZATION OVERALL [INBOUND 2014]

where it all began

Page 3: HOW WE ADVOCATED FOR INBOUND, UPSOLD ACCOUNTS, AND BUILT A BETTER ORGANIZATION OVERALL [INBOUND 2014]

THE STATE OF THINGS

in 2012 we were mostly an seo shop

Page 4: HOW WE ADVOCATED FOR INBOUND, UPSOLD ACCOUNTS, AND BUILT A BETTER ORGANIZATION OVERALL [INBOUND 2014]

we were overworked

THE STATE OF THINGS

Page 5: HOW WE ADVOCATED FOR INBOUND, UPSOLD ACCOUNTS, AND BUILT A BETTER ORGANIZATION OVERALL [INBOUND 2014]

we were underpaid & unprofitable

THE STATE OF THINGS

Page 6: HOW WE ADVOCATED FOR INBOUND, UPSOLD ACCOUNTS, AND BUILT A BETTER ORGANIZATION OVERALL [INBOUND 2014]

our clients were dissatisfied

THE STATE OF THINGS

Page 7: HOW WE ADVOCATED FOR INBOUND, UPSOLD ACCOUNTS, AND BUILT A BETTER ORGANIZATION OVERALL [INBOUND 2014]

our employees were dissatisfied

THE STATE OF THINGS

Page 8: HOW WE ADVOCATED FOR INBOUND, UPSOLD ACCOUNTS, AND BUILT A BETTER ORGANIZATION OVERALL [INBOUND 2014]

and we were dissatisfied.

Page 9: HOW WE ADVOCATED FOR INBOUND, UPSOLD ACCOUNTS, AND BUILT A BETTER ORGANIZATION OVERALL [INBOUND 2014]

then we heard about the inbound philosophy.

Page 10: HOW WE ADVOCATED FOR INBOUND, UPSOLD ACCOUNTS, AND BUILT A BETTER ORGANIZATION OVERALL [INBOUND 2014]

+ THESE GUYS

Page 11: HOW WE ADVOCATED FOR INBOUND, UPSOLD ACCOUNTS, AND BUILT A BETTER ORGANIZATION OVERALL [INBOUND 2014]

we became a HUBSPOT partner.

JANUARY 2013

Page 12: HOW WE ADVOCATED FOR INBOUND, UPSOLD ACCOUNTS, AND BUILT A BETTER ORGANIZATION OVERALL [INBOUND 2014]

We have to understand the business problem.

How interested are they in growth?

What value can we provide?

What kind of budget can they dedicate?

CLIENT ANALYSIS

Page 13: HOW WE ADVOCATED FOR INBOUND, UPSOLD ACCOUNTS, AND BUILT A BETTER ORGANIZATION OVERALL [INBOUND 2014]

Marketing audit

Opportunity analysis

Creative deck

Partnership proposal

PROCESS

Page 14: HOW WE ADVOCATED FOR INBOUND, UPSOLD ACCOUNTS, AND BUILT A BETTER ORGANIZATION OVERALL [INBOUND 2014]

MARKETING AUDIT

Page 15: HOW WE ADVOCATED FOR INBOUND, UPSOLD ACCOUNTS, AND BUILT A BETTER ORGANIZATION OVERALL [INBOUND 2014]

OPPORTUNITY ANALYSIS

Page 16: HOW WE ADVOCATED FOR INBOUND, UPSOLD ACCOUNTS, AND BUILT A BETTER ORGANIZATION OVERALL [INBOUND 2014]

CREATIVE DECK

Page 17: HOW WE ADVOCATED FOR INBOUND, UPSOLD ACCOUNTS, AND BUILT A BETTER ORGANIZATION OVERALL [INBOUND 2014]

PARTNERSHIP PROPOSAL

Page 18: HOW WE ADVOCATED FOR INBOUND, UPSOLD ACCOUNTS, AND BUILT A BETTER ORGANIZATION OVERALL [INBOUND 2014]

over the past year we have learned a few things.

Page 19: HOW WE ADVOCATED FOR INBOUND, UPSOLD ACCOUNTS, AND BUILT A BETTER ORGANIZATION OVERALL [INBOUND 2014]

Address problems, don’t sell on benefits.

Involve the key decision maker at all steps.

Differentiate by commitment to excellence, not cost.

INSIGHTS

Page 20: HOW WE ADVOCATED FOR INBOUND, UPSOLD ACCOUNTS, AND BUILT A BETTER ORGANIZATION OVERALL [INBOUND 2014]

HOW WE’VE STAFFED

Page 21: HOW WE ADVOCATED FOR INBOUND, UPSOLD ACCOUNTS, AND BUILT A BETTER ORGANIZATION OVERALL [INBOUND 2014]

OLD MODEL

Page 22: HOW WE ADVOCATED FOR INBOUND, UPSOLD ACCOUNTS, AND BUILT A BETTER ORGANIZATION OVERALL [INBOUND 2014]

PERSONALITY ASSESSMENT

Page 23: HOW WE ADVOCATED FOR INBOUND, UPSOLD ACCOUNTS, AND BUILT A BETTER ORGANIZATION OVERALL [INBOUND 2014]

HOW WE HIRE

We needed something other than a resume, certain type of degree, or

“experience in the field” to find if we were the right environment for the

right team members.

Page 24: HOW WE ADVOCATED FOR INBOUND, UPSOLD ACCOUNTS, AND BUILT A BETTER ORGANIZATION OVERALL [INBOUND 2014]

WHO WE LOOK FOR

Page 25: HOW WE ADVOCATED FOR INBOUND, UPSOLD ACCOUNTS, AND BUILT A BETTER ORGANIZATION OVERALL [INBOUND 2014]

HOW WE FIND THEM

Page 26: HOW WE ADVOCATED FOR INBOUND, UPSOLD ACCOUNTS, AND BUILT A BETTER ORGANIZATION OVERALL [INBOUND 2014]

HOW WE KEEP THEM

Page 27: HOW WE ADVOCATED FOR INBOUND, UPSOLD ACCOUNTS, AND BUILT A BETTER ORGANIZATION OVERALL [INBOUND 2014]

BILL OF RIGHTS

Page 28: HOW WE ADVOCATED FOR INBOUND, UPSOLD ACCOUNTS, AND BUILT A BETTER ORGANIZATION OVERALL [INBOUND 2014]

VALIDATION

All that combined to make us a HubSpot platinum partner.

Page 29: HOW WE ADVOCATED FOR INBOUND, UPSOLD ACCOUNTS, AND BUILT A BETTER ORGANIZATION OVERALL [INBOUND 2014]

Faster than anyone ever has before.

Page 30: HOW WE ADVOCATED FOR INBOUND, UPSOLD ACCOUNTS, AND BUILT A BETTER ORGANIZATION OVERALL [INBOUND 2014]

1,200,000

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8

Page 32: HOW WE ADVOCATED FOR INBOUND, UPSOLD ACCOUNTS, AND BUILT A BETTER ORGANIZATION OVERALL [INBOUND 2014]

27,000

Page 33: HOW WE ADVOCATED FOR INBOUND, UPSOLD ACCOUNTS, AND BUILT A BETTER ORGANIZATION OVERALL [INBOUND 2014]

The only real advice is to keep having fun.

Page 34: HOW WE ADVOCATED FOR INBOUND, UPSOLD ACCOUNTS, AND BUILT A BETTER ORGANIZATION OVERALL [INBOUND 2014]

M A N Y T H A N K S

I’m Drew Himel. !!

I founded @PCRAgency & @Caracal_io !!

Find me @DrewHimel.