Sales & Marketing Board
Driver | Sales & Marketing Team |
Approver | @Anthony Robert |
Contributors | @Ryan Williams @Zach Minshew @Josh Glantz @Jo Bercovich @Nikola @Marta Llorens Piqueras |
Objective
The main objective of this space is to centralize all our sales & marketing efforts and information.
Here, you will be able to find every resource related to Sales and Marketing.
Credentials, Documents, Templates, and more.
Collaboration
If you have any suggestions, any ideas, or anything that could be useful to accomplish our Marketing goals, raise your hand!
This space was, is, and will be maintained by us as a team.
Our differentiators
These items will be our main focus during any eventual campaign. There are competitors around there, so we must let any potential client know WHO we are, WHAT we offer and WHY we are different from the others.
These are our Unique Value Propositions..
ActiveMenus
Brand APPs for Restaurant Groups |
|---|
One App for All Your Brands = Customer Loyalty |
DeliverLogic
We Cover all Refunds | Access to Customer Data |
|---|---|
You make it. We pay for it. Period. We handle all guest service refunds if food was made. | Our portal provides your consumers' information for your remarketing efforts.
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Our offerings
Detailed positioning statement
Write a detailed (100 words or less) positioning statement
Products | Our Offering | Under |
|---|---|---|
Refunds & Customer Care | We handle all guest service refunds if food was made. | DeliverLogic |
POS Integrated | Direct orders to your POS through OLO, Chowly, ItsaCheckmate & more. Easy for in-house operations. | DeliverLogic |
Targeted & Automated Marketing | We target new and existing customers with customized marketing campaigns. | DeliverLogic |
Access to Customer Data | Our portal provides your consumers' information for your remarketing efforts. | DeliverLogic |
World Class Support Team | Our Operator and Corporate support teams are at your fingertips. QR Code, Chat, Phone, Slack! | DeliverLogic |
Google Reviews Booster | Consumers who leave high ratings on our internal system to leave you amazing ratings on your restaurant's Google business listings. | DeliverLogic |
Restaurant Portal | Add and customize access levels from corporate to store managers to review order data. | DeliverLogic |
Call Center | We handle the customer’s phone orders, providing top-notch Customer and Delivery Support to ensure their customers can swiftly address any concerns or questions. | ActiveMenus |
Automated Marketing | Streamline marketing initiatives through automation. | ActiveMenus |
Direct Orders | Clients can save on third-party fees and avoid the hassle as we handle their direct deliveries. | ActiveMenus |
Brand App | Dedicated mobile app for restaurant. Can increase direct order volume as well as repeat order volume. Also, save on commissions. | ActiveMenus |
GFO | Customers can order directly from Google. | ActiveMenus |
3rd Party Delivery |
| ActiveMenus |
Resources
Sales Master Document
This document contains our Sales Ideas & Strategies. Our Best Practices handbook.
ActiveMenus Full Sales Process Script
In this document you will find a Sales Script that will help you during a call.
Our Processes
When we want to start a new campaign, the first thing we have to do is to get contacts. Currently, there are two ways to do this.
The first way to get the contacts is from platforms such as Brizo Foodmetrics. They have thousands of contacts from across North America, but be careful, the information is not always accurate. For those cases, it’s good to know that we have a tool like Quick Email Verification, used to validate email addresses (both individually and in bulk).
The second way is by using Lusha, a tool that allows us to search for contacts all over the world. We use it mostly in two specific scenarios:
We know that a specific company might be a good fit for us, so we go into Lusha and search for a specific role(s) in that company.
We want to create a new list of contacts based on specific criteria such as Technology, Location, Industry, Number of employees, etc.
At the same time that we are looking for contacts, we should also be creating the campaign’s content. For that, we use several tools such as:
Chat GPT and Google Bard for email subjects and body creation.
Canva for Graphic Designs. It’s good to know that we have a great design team, and if you need any request feel free to use our Marketing Board or, if urgent, contact one of them directly.
Google Docs to work on the email drafts. By doing this, the entire team is allowed to collaborate and provide valuable feedback.
Once the contacts and the emails are ready, we then need to migrate all of that to our Email Marketing tool, which is Overloop.
To make the Contact Importing process easier, we should use a Google Spreadsheet document using this template.
During the campaigns, we must go to the performance section -Once or twice a day- to evaluate how the campaigns are doing. Mostly, if we are doing A/B testing on any campaigns. This way we will be able to take action and make corrections if needed.
Last but not least, it’s good to mention that we’ve created some automations that make our day-to-day activities easier.
When contacts start to interact with our emails, we will:
Receive Slack notifications when contacts click on any link
Receive Slack notifications when contacts reply to our emails
Get Deals created in Pipedrive when contacts reply to our emails. We use this tool to keep track of every activity related to the leads.
In regards to Pipedrive, the team should be checking on the activities daily. This way, we are fully aware of what’s going on with every lead. Another tool that we use to keep track of activities (Mostly on the ActiveMenus side) is Keap.
Whenever a new meeting is scheduled with our team through our Calendly link, you should prepare a document with all the relevant information from the company we will be meeting. This is an example.
If you ever need to create a new document for a new company, use this template.
Down below you will be able to find SOPs that will guide you step-by-step through some of our core processes mentioned before. 👇
Lusha - How to create a list to export for email campaign
Lusha - How to find a contact information in Lusha
Overloop - How to create a campaign
Overloop - How to import a list of contacts
Overloop - How to add a new contact
Overloop - How to add a contact to a campaign
Overloop - How to edit the daily email limit
Pipedrive - How to create a deal
Pipedrive - How to create and update an activity
QuickEmailVerification - How to verify a list of email addresses
If you need to create a new Standard Operating Procedure, feel free to utilize this template.