Suggestions for Category Creation

IMPORTANT NOTE: Autoresponder Campaigns can only be tied to Subcategories. You should use your Main Categories to define the type of contacts you are creating subcategories for. For example, if your main category is “Leads,” your subcategories under leads can be “Web Form Leads,” “Purchased Leads,” and “Business Opportunity Leads.”

The concept behind a Prospecting and Marketing system is to take a person from being a Lead to being a Prospect (which is a person of interest who needs regular follow up until a decision is made) and then to being becoming a Member or Customer (or to categorize him/her as “not interested” in becoming a Member or Customer). The idea is to use the system of categories, scripts and emails within the system to walk them through this process. You can create categories to support this process. Each main category can have multiple sub-categories under it.

Sub-categories under the main Leads Category would have an Email campaign that acknowledges the Contact’s interest and mentions that the Site Owner will be communicating with him/her soon. Using the Phone Scripts, the Site Owner would call Contacts within the “Leads” subcategories, give the Contact a presentation and qualify the interest level of the Contact.

If there is interest then the Site Owner would change the Contact’s category from the “Leads” subcategory to the “Prospects/Pipeline” subcategory. When a Contact’s category is changed from “Leads” to “Prospects/Pipeline”, the Email campaign associated with the Leads subcategory is stopped and the Email campaign associated with the Prospects/Pipeline subcategory begins.

These Email campaign associated with the Prospects/Pipeline subcategory would walk the Contact through whatever steps are required to make a decision about becoming a Member or a Customer, (i.e., attend a conference call, order a trial pack, review the website, sign up to be a Customer or a Member). These Prospects/Pipeline Emails would go out for some time, perhaps even a year or more.

If a Contact decides he/she is not interested in becoming a Member or a Customer, the Site Owner would change the Contact’s subcategory to “Not Interested.”

If the Contact decides he/she does not want to be a Member but does want to be a Customer, the Site Owner would then change the Contact’s category to the “Customer” subcategory. This way the Customer can receive email broadcasts about promotions and information about new products.

However, if the Contact decides to join as a Member, the Site Owner would then change the Contact’s subcategory to a “Members” subcategory. Within the Members Category there can be a subcategory called “Members”. The Members Category can have an Autoresponder email campaign assigned to it. This series of Emails usually welcomes the Member, informs the Member of certain steps he/she should take in his/her first few months of being a Member, provides details on where they can get training or see call schedules, as well as provide directions on how to go get his/her own Prospecting and Marketing system.

This Member Category is very important because it allows the duplication process to follow all the way through to sign up and training. And each new distributor can easily “click” people from one Email campaign to another (including training) as they follow the same process with their system. This assures that all are following a successful system of duplication.

Return to Add Category help topic.