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

DeliverLogic

Our offerings

Detailed positioning statement

Write a detailed (100 words or less) positioning statement

 Resources

Sales Master Document

This document contains our Sales Ideas & Strategies. Our Best Practices handbook.

Sales Master Document

ActiveMenus Full Sales Process Script

In this document you will find a Sales Script that will help you during a call.

AM Sales Script

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:

1. 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.

2. 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.

Great Marketing Guy: https://www.youtube.com/@Pavel.k