What's your plan? [Land & Expand]

This is a strategy we call "Land & Expand."

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It's a technique to bridge the gap between marketing and sales. Which means, you'll send a marketing email to a targeted list with a targeted message. Then follow-up with a text:

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Hi [First Name], 

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Hope you’re well my friend. I just sent you an email. 

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Let me know if you fall into bucket #1, #2 or #3 🙏

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Chances are they'll get the text before they see your email. So you'll start the conversation via text, prompt them to check their email, and hopefully respond to your text to continue the conversation.

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The goal of this strategy is to get a good sense of where your past clients fall in their seller journey as you think about your sales pipeline.

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Are they 6-12 months out from selling?

2-4 years from now?

Maybe more?

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As you get more information and more context about their plans, add those notes to your CRM and start to be helpful right now to help them achieve whatever it is they want to achieve this year.