Nate Tilley (The Shift Social) explains his performance-based marketing agency based in Spearfish, South Dakota. He describes a three-part system—Facebook/Instagram ads to generate leads, automated qualification via messenger flows, and CRM-driven follow-up to convert leads into appointments/sales—and demos their custom CRM which includes pipeline management, reporting, review tools, landing pages, and a 14-day trial/$99/month pricing.
Hey guys. So today I'm going to be showing you a little bit more about what it looks like to work with us and walking you through our process. So first off, I want to start by saying that we are a performance based marketing agency located in Spearfish, South Dakota. So what does it mean to be performance based? It means that we're based off your performance. We want to make you money. Okay. We are totally vested in growing the revenue for your business in whatever way, shape or form that might look like. Whether it's more customers claiming an offer, you have more exposure. There's a number of various different objectives that we can complete. Right now what's working really well for us is Facebook and Instagram ads for businesses. So we're going to stick with that. Our three part system that's super easy that we use for the general amount of our clients is going to be we generate the lead using Facebook and Instagram ads. And, and once the lead is generated, we're going to qualify them through an automated process that's going to make sure that they're the right type of customer for you. And then we're going to use a series of follow up systems in order to keep track of that customer and also to nurture them through to the appointment, booking or the sales process. The way we set up all that follow up information is through our custom CRM that has literally everything you need as a business owner. And each one of our clients gets access to this. But if you're not one of our clients, you can have access to this as well. We'll start you off with a 14 day trial and then it's $99 a month for a single account. And this is everything from review management to you can even build your own landing pages right inside of here. But this isn't a demo for my platform, so we'll go into that another time. I'll give you a quick look at our process here. So basically, you know, we have a messenger ad that shows up on the screen that prompts them to send a message. Once they send a message, it takes them through a fully automated process that asks them information about where they're in the sales process, their budget, and then it's going to send them the phone number, the email, whatever contact info. And we use the CRM follow up. Simple. Okay, so let me show you something that we're doing right now. This is a lead, this is an ad that we've got going just to send traffic to the website and help build awareness about our business. And we are optimizing people to schedule a call with us. So let me show you how this automation works. So when somebody schedules a call with me, it's super nice because they'll schedule this call with me, then the CRM is going to automatically load them up, notify me, and then it's also going to tell them, hey, your appointment is, you know, confirmed. It's going to send them appointment reminders. It's going to be super. You know, it does all the behind the scenes work. So there we go. Hey, Nate, our staff has received your appointment request. Your call has been confirmed. Great. And you can customize that a number of ways. So let me show you what that looks like in our platform now. So this is the custom CRM platform. Okay. You have all your opportunities in one place. You've got this pipeline. It can be completely customized to your needs and you can have your tasks here. Ad reporting, Google my business. And it also has a review management invite tool to help you get more reviews. But what I'm going to show you today is what it looks like when I just booked that appointment. So I just booked that appointment on the website. I went from the ad to the website, booked a call, and then now automatically it's following up with me via phone and text. On your end of things, it's going to look like this. In your pipeline, I get a text that notifies me that there's a new booking request. But then I have all the info I need right here and it's going to have all the info about the lead and it's going to have their activities. You can see I've been testing this a lot. So it's, it's got a lot more stuff, but you can write notes, you can book appointments, you can add tasks right inside of here and keep up with your prospect right through here. Send them, sms, email, it's all in one place. Okay. So what you want to do with that once they're there is basically just take them and the booking is confirmed and then if you sell them something, the service is sold and then you know you won. Okay, awesome. So basically that's just like a general look at the simplicity of our process, but how lucrative it is because somebody is just scrolling Facebook and then all of a sudden they become a client with you. If you have any questions or you want to know anything more about our process, what we can do for you, just don't hesitate to reach out to me and I'll be happy to help. So thanks again. My name is Nate Tilly with the shift social and I hope to hear from you soon. Bye.
