2013-10-21

I’m not overstating things when I say that Jermaine Griggs is an absolute master at marketing automation. Each time I learn another of his ninja strategies, I’m completely blown away.

Jermaine’s marketing automation strategies are the key to what led his initial $70 investment in his company to turn into a low-overhead  7 figure operation that doesn’t take much time to run. His truly impressive results have caused so many other marketers to ask for his advice that he’s created a marketing automation clinic as a second business.

If you’d like to learn just how far you can go with marketing automation, this is one interview you do NOT want to miss.

Listen now and you’ll hear Jermaine and I talk about:

(03:00) Introduction

(11:00) What happens when a user opts into the funnel

(15:30) An overview of how he uses negative tags

(23:30) An overview of how he tracks how long people stay on a page

(28:30) An overview of how he evergreens a product launch

(31:00) How to do a broadcast to increase profits

(33:00) How to ensure people aren’t receiving more than one email in a day

(39:00) An overview of how he’s driving traffic

(51:00) An overview of is custom dashboard and leadsources

(01:03) An overview of how he’s using upsells

(01:12) His advice on whether to focus on traffic or conversion

Resources Mentioned

Hear and Play

Autoactionclinic.com

Automationvideos.com

More About This Episode

The Bright Ideas podcast is the podcast for business owners and marketers who want to discover how to use online marketing and sales automation tactics to massively grow their business.

It’s designed to help marketing agencies and small business owners discover which online marketing strategies are working most effectively today – all from the mouths of expert entrepreneurs who are already making it big.

Listen Now

Transcript

Trent: Hey there Bright Ideas hunters. Welcome to the Bright Ideas

podcast. I’m am your host Trent Dyrsmid, and this is the podcast for

marketing agencies, marketing consultants, and entrepreneurs who want to

discover how to use content marketing and marketing automation to massively

boast their business without massively boosting the number of hours their

working every week. And the way that we do that is we bring proven experts

onto the show to share with you the step-by-step. The strategies, the

tactics, the resources, and the tools that they have used to achieve their

own success, and in this episode, you’re in for a real treat.My guest is a fellow by the name of Jermaine Griggs. If you’re not in

the marketing circles, and you’re not in the marketing automation circles,

it’s possible you haven’t heard of Jermaine. However, if you do swim in

those circles, I’m betting you have heard of him. He is the founder of a

company by the name of Hearandplay.com, which way back in the day while

living at 17 years old in his grandmom’s apartment, he started for $70, and

it now, some, I don’t know how many years later, he’s taught over 200,000

people. He’s generated eight figures in revenue.The business does multiple seven figures in revenue per year, and the

most amazing part is the guy only works like four hours a week. Which is

crazy. So how does he do all of that? He does by making extensive use of

marketing automation, and the tool that he uses is Infusion Soft. So if

you’ve ever heard of Infusion Soft, or you use it, or you want to know more

about marketing automation, this interview is going to be with one of the

very top dogs in the space. To put this into perspective, people who join

his membership site, which is called @automationclinic.com. You have to pay

$2,000 upfront and $350 a month, and so we’ve got well over an hour of, as

detailed as I could make it, discussion with Jermaine. And I absolutely

grill him on how he’s doing all of the various things in his business. So

in just a moment, please join me in welcoming Jermaine to the show.But before we do that, I want to very quickly tell you about the

Bright Ideas Mastermind Elite. If you are a marketing consultant or you’re

an online business entrepreneur that is focused on marketing services to

small businesses, and you are tired of being alone, and you’re looking for

support and encouragement. Proven strategies and tactics that are being

used by other people who are getting success using the same thing that you

are doing, that’s called a mastermind, go to brightideas.co/mastermind, and

you can learn more about it.So with that said, please join me in welcoming Jermaine to the show.

Hey Jermaine, welcome to the show.Jermaine: Hey Trent. Happy to be here.Trent: It is a real thrill to have you on. As we were kind of

chuckling about before I hit the record button, I think we’ve miss tried or

miss scheduled this interview a number of times so I’m super excited.

You’re very well known in the marketing automation community and you’re

very well known in the Infusion Soft community. You’ve had a lot of

success. But there’s probably a few people who are listening to this

episode who don’t yet know who you are. So I would love to give you the

opportunity to just spend a minute or so, briefly introduce yourself and

tell you what you do please.Jermaine: Absolutely. Well, I’m Jermaine Griggs, and my primary business

is a little website out there called HearandPlay.com which specializes in

teaching musicians how to play music by ear. So I like to compare us to

Rosetta Stone. Usually people get it when I say ‘the Rosetta Stone for

music, how you can teach yourself any language, well you can teach yourself

music with our software, our DVDs and our various media’. It didn’t start

that way. Actually it started, I’ll tell a brief story of my childhood a

little bit.When my grandma won a piano off of the Price is Right in the ’70s, I

wasn’t even born yet, but in the ’80s, I would begin to play this,

especially early ’90s, I could just hop on there and play a Disney tune,

and I just had a knack for picking things out that sounded good. No one

taught me anything. I just, white note, skip every note and had myself a

chord. Soon I was playing Little Mermaid, Lion King, playing for my church,

and built a reputation. One thing led to another, and I started teaching

kids in the neighborhood. This was around 14, 15, created these workbooks.

I didn’t know the word leverage back then, but I knew that I was teaching

the same thing to these kids every week. If I put this in some kind of

form, media, leverage-able, tangible thing, that I wouldn’t have to do this

work week after week. That was really the birth of my first product with

Hear and Play a few years later, the secrets of playing piano by ear.I launched this site at 17 years old in my Grandma’s one bedroom

apartment. I grew up in the inner city. Not much money, not much

experience, not much anything, but a burning desire, and that was one thing

about me. I sold Avon at 12. I sold prepaid legal at 18. I sold Olympia

Sales Club in the back of the National Geographic magazine. It was like a

kid’s organization. I sold that at eight. I was always doing something, and

here I was now a piano teacher, you know, with my briefcase out and ready

to teach these kids.So when the opportunity came to put this online, I jumped at that. I

forgot who recommended it, but someone said, ‘You ought to put that

online’, and that’s what we did, with $70, Network Solutions. They weren’t

$7 like they are at GoDaddy now. $70 and a dream to teach the world how to

play music. Here we are today, having taught over 200,000 students in over

100 countries, and living my dream teaching other people how to live

theirs, through music at least.Trent: No kidding, and obviously you’ve, with 200,000 students that’s

translated into quite a bit of revenue.Jermaine: Absolutely, that $70, and I have to pinch myself, but that $70

has turned, over the years, into eight figures into total revenue online,

never having taken a loan, not even knowing to take a loan, no knowledge of

venture capital or angel investments, or anything like that. I just had to

turn $70 into $140, $140 into $1,000, a $1,000 into $10,000, $10,000 into

$100, soon a million, a couple of million. Then here we are looking back

having not only made that money, but touched a lot of lives teaching people

how to play Christian music, jazz music, how to sing, how to play the

guitar. And it’s really a niche that I wouldn’t have it any other way.Trent: Yeah, I love that you followed your passion and were able to

make it such a commercial success and obviously create a wonderful life for

yourself as a result of that. Now as I mentioned very briefly in the intro,

in the circles that I swim in, the marketing automation and marketing

industry, you’re a pretty well known guy because you have put to use a lot

of marketing automation into the Hear and Play business. Is that correct?Jermaine: That is correct, and I think it came more out of necessity than

me just being a real technical, I guess you can say mad scientist as my

friends call me. And there is a little bit of that too in my personality,

but really all of these years, I was either in high school running the

business. I was in college, because there was a lot of pressure for the

inner city kid to go to college and to make good of himself, so this

internet thing was just speculative. ‘Don’t talk about this Hear and Play

thing, you go get your law in criminology, and you become the best defense

attorney’. So I was doing that, all while running an office with seven

employees, much of whom were my family, but we won’t talk about that. I had

to fire them all too eventually, but much of my time was really not focused

per se on the business as my primary thing, because I was always a student.

Till, I guess, it’s only been about six or seven years now that I’ve been

out of school. So automation was my way to figure out how to put systems

and structures in place so that the business could run without me and it

still does pretty much several years later.Trent: How many hours of the week does it take you to maintain that

business?

Jermaine: Well, the joke is I could have wrote the four hour work week. I

think that’s about right if I wanted to just kind of coast. When I want to

get into growth mode, obviously, you’ve got to put in some things and come

up with some new systems, but I’m the guy in the Infusion Soft circle with

the 170 step email campaign. I know when I draw somebody at the top of my

funnel, what they are going to be worth by the end of the funnel, and there

are launches built into the funnel, right. I’ve had friends join my list,

and they’ve said, ‘Hey, you’re launching that jazz thing tomorrow aren’t

you? Why are you playing basketball with us?’ ‘Hey, well, that’s launching

for you, Chris, but that was created five years ago’. But they feel,

they’re in this thing and they feel like these are live events. There’s

tele-seminars every Wednesday night going with or without me. Webinars

popping up, product launches that you’ve never seen until you get to

certain parts in the funnel. So basically what I’ve done is I’ve tried to

mimic real life marketing, but put it in such an automated system with real

dates and real personalization. That you can’t help but to think that it’s

what’s going on here and now. And I think that’s one of the biggest

problems with these launches.

I’m a launch guy, don’t get me wrong, but these launches, they make a

lot of money, don’t get me wrong, but they’re like one time assets. It’s

like once you’re done with that launch, you’ve got to come up with

something new, new and fresh and whiz-bang, and shiny object-y. When I look

at that as an asset, I want to take that highly producing launch, and I

want to find out how to make evergreen, how to take some of the temporal

elements out of it, make it permanent, and put it into my step sequence as

step 70. And know that when someone gets to that point, they’re going to

increase their customer value on an average by X, and that’s just a

difference in thinking.

Trent: Yeah, absolutely. So when I originally came up with the

questions for this interview, I had planned on diving really deep into how

you were doing this, how you were doing that and the other thing, and since

then I’ve interviewed quite a number of Infusion Soft users, and we’ve got

a lot of the tactics that have come out in interviews. And I’ll link to

some of those interviews in the show notes folks, so if you go to

brightideas.co/79, which will be the show notes for this interview, I will

link to some of those other interviews.

Jermaine, what I would really love for us to be able to do is for you

to kind of explain what happens when someone goes into your funnel?

Jermaine: Absolutely, now we could be here five hours talking about every

element, but I can kind of capsulate what would happen. So at Hear and

Play, what I like to do is start people with, because you have to have a

lead magnet, right? Gone are the days ‘Join my list for updates’. I

remember, we could do that in 1995. Everybody was excited about email. You

almost wanted email, because you didn’t want this empty inbox, right? AOL,

you’ve got mail, those days are over. You’ve got to have a lead magnet and

you’ve got to have some kind of exchange in value, even for something free.

You’ve got to sell free more than you sell paid almost.

So our free lead magnet, if you will, is a four video sequence, and

there’s meaning behind the four videos. You may say, ‘Well, you could just

give away one video’. Well, the reason, not only because it sounds more

valuable, but I like to collect data, because I think without data, man, if

I just have email and first name, and there are marketers that are just

happy with email. To me, that’s just the mailing list, and if the money is

in the list, then a fortune is in the data rich list. And so I want to have

the opportunity under each of my lead magnets, so Video One is about the

first step to playing by ear, which happens to be learning the key of the

song. If we have any musicians out there, you’ve got to know the key of the

song, so I take 30 minutes, and I teach them how to do that.

Meanwhile there are questions under the video. Questions from psycho-

graphic stuff like: Why do you want to play the piano? When do you want to

reach your goal? How long have you been playing? What style of music

interests you most? What’s your current level, beginner, intermediate, or

advance? So I start with open-ended questions like that. Usually no more

than two or three questions while they are watching the video, so it

doesn’t take away from the experience. In fact, if they submit those

questions, it happens in such a way that the page does not refresh. You’ve

got to take into account the little things like that. And so, meanwhile

they look like unobtrusive survey questions, but those are pieces of

information.

In the Infusion Soft world, we call those tags, which are nothing

more than labels, just like in Word Press, if you make a blog post, you can

come up with different tags to describe that blog post. Same thing with the

customer, and I’m one of those guys who advocates for the more tags, the

better. So if you log into my Infusion Soft account, you’re going to see

like a thousand tags, Trent, because I want to know like every little

thing. I want to know how far in the video you watched.

Meanwhile, there are certain things that you are telling, that’s

called external data, and then there are other things that you are not

telling us, but you’re telling us. You’re telling us because of what you’re

doing, and those are what really count, that’s our internal data collection

strategy. So what’s happening? Trent’s watching my video but what is Trent

really doing in the bigger scheme of things? Well, Trent is auditioning for

how intensive my email communications are going to be with him soon, right?

Here is what I hate about a lot of internet marketing tactics, I

guess. You get on somebody’s list, and all of a sudden, you’re being

emailed three times a day. Have you ever had that experience Trent?

Trent: I have, yes.

Jermaine: I mean you’re in the middle of a launch. You don’t know what

you’ve joined, right? You’ve got the free book, but then there’s a launch

going on. You’re being bombarded, frequently asked questions, wait, what

have I gotten myself into? Well, we’re versed in internet marketing but

imagine just somebody off of the street signing up on one of these lists,

and just being bombarded with three emails a day?

Now, I’m not opposed to higher frequency of communication, but let’s

make the person raise their hand, and as they raise their hand and as they

meet us with more enthusiasm, we in return, through our automatic trigger

based systems, we meet them with that equal amount of frequency. So that’s

what going on. I’m tracking how far in the video, and we’ve gone so far as

to create technologies that work with video hosting like Wistia, so I know

down to like if you start the video, you get to 50% of the video, you get

to 75% of the video I know, and what am I doing? I’m tagging you. So it’s

not uncommon for you, after the first five minutes of dealing with me to

have 20 tags in your account, because some stuff is video consumption, some

stuff is data you told me turned into tags, some stuff is what you haven’t

done yet. There is some negative tagging that I do. That’s something that

people don’t talk about. So I tag you if you’re using Customer Hub or some

kind of membership site. Sometimes it’s hard to show content based on tags

that they don’t have, so sometimes you’ve got to take them with a negative

like haven’t filled out survey, but the minute they fill out a survey, you

remove that tag so now they don’t see the survey anymore. But those are

some of the things that are going on in the beginning, but really what

you’re doing is auditioning.

So you get through the four videos. You’ve either watched the

videos, you haven’t watched the videos, you filled out certain pieces of

data, you’ve surveyed, now we have a program for you, and we make our

offer. And depending on your consumption, you get the offer sooner. So you

watch the entire first video, we’re going to put our first offer in front

of you much sooner, which is a free CD set called The Secrets to Next Level

Growth, I think that’s what it’s called. Let me see here. Yeah, The Secrets

to Next Level Growth and that’s going to be the first offer you get, but

it’s not made to everybody, because you have to prove yourself. It is with

a shipping offer. So we have a shipping component to it, for us to grab

your credit card. The reason for that, is so that in subsequent parts of

our process that we can make one click offers to you so you don’t have to

do anything, right?

But the people that don’t watch the video, what do we do? It’s what I

call worst case scenario marketing. So we send them reminders about Video

One. So I go with a three reminders sequence, if you will. So Video One,

you don’t watch it, what do you get in day two? You get a reminder to watch

Video One or you get some kind of other benefit-driven email of why you

want to master that content in Video One.

I have no business of moving on to Video Two if you don’t have any

data, you don’t have any tags, or anything letting me know if you’ve

consumed Video One, so we go about that. You could very well be on Video

One, and here’s where this goes real dynamic versus using the AWebers out

there that get responses or just what I call ‘static follow up.’ Static

follow up is everybody gets the same thing, one size fits all.

But dynamic is, well, if Trent is with me, let’s send Trent along at

a fast pace, but if SueAnne, she’s taking her time or maybe she didn’t mean

to sign up, or maybe just playing by ear isn’t for her her, well, I’m not

going to spend valuable real estate or email counts, because you’re charged

by email. I’m not going to threaten her complaining and knocking my

complaint score up or anything like that. I’m not going to frequently send

her messages until she shows me interest. And that’s what the whole

philosophy is all about. And we go on with you Trent to sell you the

workbook. We’ll see you that for $40 and then we get you on a continuity

program where we get you on a Wednesday new member call, which rolls every

Wednesday, so we have one coming up tomorrow, and you think that that’s me

live, no reason to think that’s not me. I mean, I don’t go out of my way to

say meet me there live. ‘It will be me in color, live’, but I just say

‘Broadcast of our new member orientation on Wednesday, be there’ And we

make an offer for that on our continuity program which is called The

Monthly Music Mentor. Then we begin to just escalate you through our, what

I call our ideal purchase pad but at your pace. So it’s possible for you to

be worth $200 to me after just three weeks if you do everything I want you

to, and somebody else to be worth hardly anything. But the tags are usually

a correlation to that.

Trent: So let me jump in with some questions, because you said a few

things that really caught my interest, and I’m going to go back a ways.

Under Video One, you have some questions that they can answer without

refreshing the page. Was that custom code or is there a third-party tool

that you’re using or is that a setting within Infusion Soft?

Jermaine: Right. It’s called an iFrame. It’s like the best thing I

discovered years ago. It hasn’t changed, and it’s like the best way that I

describe it to someone is a picture-in- picture, like those TVs where you

can watch a football came in the left-hand corner and then you can watch

the basketball game in the main part. That’s what iFrame is. It’s almost

like putting a website into a website, and if you Google iFrame code, it’s

like a one line code that you put up.

Trent: So you just put the form code within an iFrame code and that

solves the problem?

Jermaine: That solves that problem. What it does is it keeps the form

inside of the iFrame. It’s like its own world, so it refreshes the iFrame

which is just the picture in picture, but it doesn’t refresh the whole

page, and I found when people do the surveying tactic, they make the

mistake of just putting a form on there and when the person is like deeply

involved with the video, they fill out the form, and now it’s just ruined

the whole customer experience. You think they are going to take time to

find out where they were in the video, or leave? Some people will, but we

don’t want to rely on that so we make these kind of small little tweaks to

just make sure we keep it going forward.

Trent: That is a very good idea. Now if someone does not ever watch

Video One, you send them three reminders, they don’t watch it, is that it?

Are you done?

Jermaine: No. No, I’m not done with them. I eventually move them on to

Video Two, but how long does that take? Probably a week, maybe a week or

so. One day they’ll get a reminder, number one, in one day, I’ll wait two

days, they’ll get another reminder, and then I’ll wait another two days,

and they’ll get another reminder. So they’re looking at Video Two by like

day five or six, depending on if it rounds to a weekday. So they eventually

move on, but they move on at a slower pace. Because, again, that frequency,

someone who is not in tune with you, would be hard pressed to take out

their wallet. Now there are some people out there, ‘Just give me the

product.’ but those are the exceptions. Usually activity precedes purchase

activity, if you will.

Trent: So, and I didn’t brief you on this beforehand, so if you don’t

want to share it, I fully understand, but I would love it if you would send

me along a screen shot of some portion, maybe just the portion of the

funnel that we were just talking about so that I can include it in the show

notes? You don’t have to say yes or no now, but if you would, that would be

a wonderful aid to add to this.

Jermaine: Okay, it sounds like a plan. I think there is one already out

there from a previous interview, so I can see if we can do that. They

plotted it out for me and everything, because what it is, is that my

sequence was done in Legacy, so if someone is new to Infusion Soft, and

they’re using Campaign Builder, well, there was once a time before 2012

where you had to do thing in a linear, very written way. So even if I do a

screen shot, that’s what you’ll see, but soon they’re kicking us old timers

off of Legacy and we have to all move over to the new visual campaign

builder very soon.

Trent: And the new visual campaign builder is very, very wonderful

place to do your work because it does make it very easy. But I guess

moving, especially when you have as much created as you do is no small

undertaking.

Jermaine: It’s not, and it almost has to be done when I’m under pressure.

Trent: Okay, so let’s continue down, is there more that you wanted to

explain about how they go down the funnel?

Jermaine: Absolutely, just other little tweaks in there. You might say,

well, yeah, we do have tools that track videos but you can do this, there

are little hacks. You just have to think creatively. Before I had all of

the tools and technologies, I was still tracking how long people stay on a

page, you can do that kind of thing. Like Infusion Soft has this membership

portal called Customer Hub, and I started thinking creatively, and maybe

this is an aside of how you can get things done in obvious ways, but they

have this thing called Customer Hub, and you can store your content in

there. It’s what we use to store our four videos. But they also came out

with this thing called Action Links. What it is you click a link, and not

only does it take them to the next page, it can then run a number of

actions so it’s kind of like a link that basically allow actions to run,

and then takes them to the next page.

So you can tag them when they click this link. You can cause another

email to be triggered when they click this link. You can do basically

anything you can do inside Infusion Soft. And I said, ‘Okay. Well, how can

I make this link so they don’t have to necessarily click it, but it

automatically just runs when they come to a page?’ And guess what, back to

my friend the iFrame, what do you do? You just load that action link in the

iFrame in the corner of the page and now it acts like a page view script.

So it doesn’t have to even be clicked, but it’s like a little tracker at

the bottom of the page that’s going to do the same tagging, the same

emailing, but just when the page loads. And then I got a little bit more

tricky, and do you remember back in the day, they don’t do them as much,

but they’re called meta refreshes. You used to go to a page and it said

this page is no longer here, it will redirect in ten seconds, and so I said

let me go to Google and find the meta refresh code, and it’s a one liner.

Everything I do is a one-liner because I’m not a programmer. It’s a

one-liner, you put the number of seconds in it that you want to refresh.

Now most of them are like ten seconds. What I did is I said what would ten

minutes be? I think that’s 600 seconds. Would this thing work for 600

seconds? Lo and behold it did. So I tied in 600 second meta refresh delay

inside of my iFrame to go to the action link the customer had already gives

us. And that’s how I said, ‘Oh, tag them when they’re on a page for ten

minutes’, and you don’t need any technology other than those two pieces of

codes, and now you’ve got yourself kind of like a ten minute tracker so

don’t get too hung up on tracking video and things like that, where there

is a will, there is a way.

But the big idea, even if you just track email clicks, because

obviously, if they don’t click the email, they don’t make it to the

membership site. So that should be the minimal to track, and not move them

on until you’ve at least tried a couple of times to move them forward. Now

that doesn’t mean we don’t move them ahead. You might find this funny, but

we have developed this script that will opt them out. But to qualify for an

opt out, you really have to have no tags, no purchases, absolutely have

done nothing in about 30 days, even gotten a kind of a kick in the butt

email from me.

I mean I get pretty down with this one, and some people reply and

then after that, I pretty much can choose to take them off the list, and

some people might think that’s absurd, Jermaine, what if they come around?

Well recency is king. ‘What have you done for me lately?’, Janet Jackson

sang. And a lot of people make the fallacy of thinking that a customer is

still a customer. ‘No, they haven’t bought from me in three years’.

‘They’re still a customer though.’

‘No, they are not’. And even the 200,000, that’s who I serve, but I’d

be a fool to say that’s my active customers because I understand recency,

they’re some dead people there too. I mean literally, figuratively. I mean

I send birthday cards, and the wives have returned them saying, ‘Oh, man,

Charlie passed away last year. Thank you for the birthday card’. That’s

literally too, not just figuratively. But yes, that’s my philosophy here,

and we go on.

Really it’s just about creating this behavior based, trigger based,

one thing begets the next thing, begets the next thing, and then you can

get to 30 days, and you can say ‘Okay, well, let’s take everybody who said

they’re into jazz.’ They’ve watched, let’s say, two of my four videos, any

two. Because you can do Decision Diamond and come up with your own

criteria, like if they have this tag or this tag or these two tags and

these two tags. You can do all of this stuff in Infusion Soft now. It

wasn’t this easy five years ago, but now you can. You can come to the

thirty day mark, and we can say, ‘Okay, this is a crossroads, what do we

want to do?’ Well, if they have this, let’s launch them the Jazz 101

program. Let’s build it up like if it were a new launch. We don’t have to

say a new product is coming out that we’ve never seen before, but you can

say something like, ‘In a week, we will be allowing new members the

opportunity to get their hands on our Jazz 101 course. Here are the

bonuses.’

Now the bonuses you can position as new or fresh or what have you.

The pricing, discount, early bird this, early bird that, and you just begin

to position it. You don’t come right out and say, ‘Okay, time to buy Jazz

101′. But you build anticipation just like you would do with a real launch.

You count down. The great thing about Infusion Soft is that they have these

things called field timers, and you can literally put a date into Infusion

Soft. Now getting a date into Infusion Soft, you might have to get a plugin

out there in the marketplace, but once you have a date, say you have a date

called ‘Jazz 101 Launch’, and that’s a date or any kind of launch, and we

store that date. Let’s say that date is December 1 2013. Well you can cause

Infusion Soft to count down to that date, you know ten days before that

date, do this, seven days before that date, do this, one day before that

date, do this. And then the great thing about it is you’re storing the

date, so you can throw that date into the email as a merge field as well,

to give it some believability, specificity.

As we learned in Joe Sugaman’s book, ‘Triggers’, being specific will

always be better than being general. Now sometimes you can’t be specific so

you just use the regular delay timer, and you say ‘Next week we’re

releasing’, ‘Wednesday we’re releasing’. That’s better than leaving it

blank like ‘tomorrow’ or something like that. You can always say next

Wednesday and just make sure that your email is scheduled to go out next

Wednesday, because you can control the day of the week that you’re-. Oh

that’s a great idea too, InInfusion Soft, it lets you control not only the

day of the week, so you can say this email must go out on a Wednesday,

which allows you to be a lot more personal, because in your emails leading

up to it, you can say ‘Hey next Wednesday, this is releasing’.

Infusion Soft also lets you do a number of the month or a day of the

month, so that would be something like 10th of the month. This email has

got to go out on the 17th of the month, so then you can almost say ‘Hey,

this is coming out on the 17th.’ You don’t have to say March 17th, February

17, or January 17th, but ‘on the 17th’. So take advantage of technology,

and how Infusion Soft is letting us do steps on specific days of the week,

days of the month, and now your emails can take on an evergreen feel and it

seems very real to the point where you’re playing basketball with your

friends, they’re on your list, and they think you’re launching something in

an hour.

Trent: So do you do any broadcast at all or is everything just

evergreen into the funnel?

Jermaine: Very rarely. Now here is an admission. One of my clients, they

said, ‘Jermaine, if you actually start doing broadcasts, you’d probably

double your business’. They were teaching me what I wasn’t doing. I was

teaching them what they weren’t doing, because they were the type to

broadcast the daytime company, hardly no follow sequences. I’m everything,

said and done, I can be in Fiji, and the business would run the same way

but not doing as many broadcasts. So I’m starting to take certain

categories of people that had been through my sequence and maybe their

emails have slowed down just because I don’t have this plotted out for five

years. I’m start taking those people and bringing them to broadcast since I

don’t have much automation left for them. I’m talking about people that

have been through my sequences maybe in 2010, because in this automation,

you always have loose ends. So I can’t say I’ve tied in every end. What

about the salsa person who watched this, clicked this? I started to take

them down a path and we never did that launch or whatever. You know there

are tons of those kinds if you think of this as branches. There are so many

branches. So yeah, I begun to look at opportunities and turn those into

broadcast, but if the broadcast work, what do you think I’m doing? I’m

converting those to become steps or whatever where I would need it, so

there is always a connection between the automation evergreen.

Trent: All right, so I want to talk about a couple of other things. So

just so the listeners know where we’re going to go. Next I’m going to ask

you a little bit about how you are driving traffic to your opt-in pages. I

also want to ask you about your email policy, and I think I’ll do that one

first. I just want to know because I’m thinking about how I manage my own

funnel, how do you decide, because your funnel, to me, sounds like there is

any number of paths through the funnel, it’s very dynamic, that a user

could take, based upon what they click and the answers they give you. So

how did you, from a policy point of view, make it so that they never ended

up getting three emails in a day or did you?

Jermaine: Right. Well, with the Campaign Builder, the way we teach it

now, it’s really goal based so they’re never on multiple paths, but they’re

meeting a goal that’s stopping everything from previous to it. So let’s

look at the person who watches Video One, there are three emails waiting

for them, but if they go on and watch Video One, those emails are null and

void now. If there are seven paths, based on if you pick jazz, gospel,

blues, they’re generally zero sum options. They’re not like you can get on

this or that. If you click this, it will take you off of that. You clicked

jazz and we wanted to know your last genre, we would actually remove

gospel. Now there might be some places we’re storing that in your notes or

something like that, but because I know this is very dynamic and I do know

how this can get out of hand, we have to be very careful to turn off things

that now don’t apply and try to keep recency as our main driver.

So it’s what you’ve done last, and there is even a concept in the

peak potential profits that I’ve taught my own clients called the Orabit,

and the Orabit, how it works is at any given time, if you buy product A, we

turn off anything else. It’s a circle. So anything leading up to product A,

we turn it off. It doesn’t matter if you were on product H before, and we

sell you product B. Whatever is next in line, because we take your recency.

I don’t care if you bought seven gospel things, if you bought Jazz

yesterday, we turn off whatever next sequence we were going to sell you,

and we put you on Jazz 2 or Jazz 201. And so that’s how we keep this from

getting out of control. There is always a turning off of anything you’ve

been in, but that’s not to say we won’t return.

So the Orabit is a circular kind of self-repeating organism, so let’s

just say you were on product J, because you bought the product before that,

and I have 30 products. So J is actually a real one. Now because you came

back, and we have a catalog-type site, you can buy anything you want.

They’re not hidden from you. You can go buy salsa. So if you go buy salsa,

and you’re currently on the jazz follow up, well we turn off the jazz and

we put you on whatever should precede a salsa purchase, whatever that would

be.

We take that same philosophy even to our lead generation efforts and

even to our prospect communications before you buy a product, but it’s just

based more so on clicks and that sort of thing, but we try not to have you

on too many things at once. Now there are things where you click a link and

we have a one day delay that will say, ‘Hey, what happened?’ Kind of like a

cart abandonment kind of thing. Those I can’t really help, but chances are,

you probably are not going to be exposed to 20 different cart links or

something like that and get 20. So I just take those kinds of battles when

I can, but that’s generally how we do it.

Trent: Do you keep all of your automation in one campaign or do you

have it spread? Do you have a campaign for each product? How do you kind of

manage it from a campaign perspective?

Jermaine: That’s a great question. It has a lot to do with how I keep my

sanity. The main lead sequence, the one that I’ve been describing, it’s

like a 170 steps, one campaign, so I control every single thing. So for

example, if I have five steps, and keep in mind this is done in Legacy, so

it’s a little different. I have five steps that go out as Day Number 18.

Well, I fully control the qualifications and criteria needed for those five

steps. And like I said, they’re generally zero sum, which mean if there are

five steps on Day Number 18, well one is going to be, if you have jazz in

your custom field. One is going to be if you have gospel in your custom

field. Another one might be if you’re gospel and beginner. Another one

might be if you’re jazz and you clicked the link last week, but they are

always zero sum gain. So when I plot these out on the whiteboard, it is

impossible, or I’ve set it up wrong, it is impossible for you to get even

more than one. Because a lot of the things I do, we store them as data

custom fields. So that’s a little different.

You store the tags we use as well, but when it comes to sending an

email based on a criteria, if you do it based on a tag, well it is possible

for someone to get the gospel tag, sign up again, and maybe get the jazz

tag in most people’s campaigns. But what do we do? If you sign up again, we

remove gospel, salsa, blues, pop, rock, and give you the jazz. So you only

get one tag, and it’s based on your most recent activity. But even if we do

allow multiple tags, say we did allow them to add jazz and then gospel,

usually when we send that email out, the criteria is not based on the tag

that they have, but more so on that one finite piece of data that’s stored

in their custom field called Favorite Style, and at any given time, you

can’t have more than one favorite style in a custom field.

Trent: Correct. Okay, for me, I do occupation that way. You can only

have one. All right, now I’m going to back up to that other question I

alluded to before about traffic. How are you driving, because you can have

the best following in the world, but if you don’t have a steady supply of

traffic to the lead magnet, of course, nothing works, because there is

nobody in it. So how do you drive traffic to you lead capture pages?

Jermaine: Absolutely, so I have a lot of traditional, I’m more of an old

school type of guy, I have some new social media strategies, as well. But I

guess at the base of it is our organic and ppc traffic so my Google

Analytics shows me that from organic, we will average 38,000 to 45,000

visitors a month just because we’ve got a blog with thousands of pages and

at one point, my blogging strategy was an article a day, and there was this

little plugin, just this rinky-dink little plug in called SEO Presser. He

probably wouldn’t appreciate me calling it rinky-dink but I just mean, just

small, light $9, it probably was like $7 or something. I don’t even

remember, and there are probably other equivalents. And it would analyze

your blog post, and there were 12 criteria. Does it have an H1 tag? Does it

have an H2? Have you italicized your keyword? Have you done this? It would

give you a score. I would just use that, and I did this for maybe like a

few years straight, every day I was blogging on something when I could, and

with 90% the rating, so it was like highly SEO optimized, and we would take

terms. And the great thing about it is that we would already go to terms

that were promising in our Google Analytics, that people were finding us on

and then we ran out there, obviously we’d go to keyword research tools,

SEOMoz and some of those tools.

Google had a tool and even Overture back in the day had this

phenomenal search inventory tool where you could find the top keywords in

your niche. Word tracker, and then we would begin to do our blog posting on

that. That’s still, even though I don’t blog as much now, those assets are

still out there so that’s just the basis. PPC, we’ve got Google on one end.

We’ve got Bing on the other end. I find my traffic from Google is a lot

more qualified than Bing, but I find that you can get like penny clicks on

Bing literally, a penny, two cents, three cents, but your opt-in rates come

way down. I’ve also found …

Trent: Let me just…

Jermaine: …re-targeting …

Trent: Oh, yes, sorry go ahead. Retargeting, that’s a great topic.

Jermaine: I’ve also found re-targeting to work well and we use AdRoll as

well as Google’s built-in retargeting as well with their audiences and

stuff like that. But AdRoll works very well, not only on Hear and Play but

on the automation clinic side. I can’t tell you how many people say, ‘man,

you’ve been following me around the net. I’m at dictionary.com and five of

my banners are around the word I’m looking up’. I say, yeah, this is pretty

cool, especially for customers that don’t understand what retargeting is.

The psychological impact of retargeting makes them feel like you’re a big

company.

Us as marketers, we know that it’s a cookie and it’s following me

specifically. But to a customer, it’s like ‘Wow, this Hear and Play site

has got a big budget. They seem to be everywhere I am.’ And I find that to

be true, because people will actually say that, even family and relatives.

‘How much are you spending out there man? You’re everywhere.’ I say ‘You

know how it is. Go big or go home.’ But really it’s not. It’s following

them. Now the name of retargeting, the name of the game there is that

you’ve got to get your cookie on as many machines as possible, so there has

been many trends now. Not only do you put your cookie on every, and when I

say cookie, it’s just the code that they give you, right? So when someone

visits your website, it just basically gives them this cookie if they’ve

got it enabled on their machine and now we know who they are, and we can go

and follow them with our banners and stuff like that. But now you’re able

to put this code inside of emails, so now I can harness my 170 step

campaign, and placing that code in the HTML.

Sometimes you’ve got to do it as an image. You have to get a little

creative, but most times, you copy and paste right in, and now if I’m

sending 30,000 emails a day in my follow up sequence or what have you, or

whatever my average is, that’s 30,000 possible cookies being reinitiated if

you will, and so now our population can grow. In AdRoll, I think my

population, which is how they describe the amount of people that you’re

targeting, I think that I’m almost up to almost a half a million people. So

go figure. A half a million people that I can now focus on. These are

people that have been to my site, they’re on my list. Another great thing

is you can make sub-segments.

So it’s not just one size fits all, which obviously is my philosophy.

I’ve got to like that feature. People that got to my thank you page, they

become a part of this population. People that got to my check-out page,

they’ve become a part of this population. People that got here. Just think

about it. Based on that page that they got to what could you be offering

them? How could their sales message change? Dan Kenny talked about a

message to market match, and this is message to behavior match. Because now

you can re-target people to specific places in your site. And I had to

admit I wasn’t as sold on retargeting as much, because I’m like, ‘Well,

these people are already on my list, in many cases. They’ve already

revisited my site, why am I paying almost the same amount to get them back,

than to attract a new person?’ I had to get around that and see the

benefits of that because it takes, Brian Tracy will tell you that it takes

at least seven times for somebody to ever consider your offer just that

many exposures or frequent exposures to your offer. It’s not a one-night

stand. So re-targeting helps in getting those exposures up, and so we can .

. . I’m sorry.

Trent: Sorry I cut you off. Let me just jump in with a question there.

So with the retargeting in email, does that mean that you’re putting some

code from AdRoll into the HTML of an email so that they’re seeing your

banner ads?

Jermaine: Yes, so you’re building your population through that.

Trent: Buy why would you do that as opposed to just putting the banner

ads into the email and not even using AdRoll? I don’t get it.

Jermaine: Well, it has nothing to do with the email. All you’re trying to

do… The aim of re-targeting is building up your population base.

Trent: Oh, you’re using the email to place the cookies so that when

they’re back out on their browser, they’re seeing your banner ads where

ever they go because the emails renewed the cookie.

Jermaine: Yes. Exactly, because where re-targeting doesn’t work is if you

got a population of ten. It’s not going to work. So you’ve got to build up

the number of people that have your cookie out there, and some companies

have tens of millions of people because they got that reach, and now they

become our population. Or the amount of people that we’re going to be able

to target. If you’ve got your AdRoll code, you’ve got your retargeting code

on just your website, you’re only getting so many visitors to that, and

then people are refreshing cookies, deleting cookies, you might not be able

to get past a few hundred people. And what’s that’s going to do with normal

impression, click through rates, and stuff like that? So you try to find as

many places out there.

You can even get your affiliates. So let’s just say, I don’t know if

you have to update your terms or how that works, I’m not a law legal guy. I

went to undergrad, but I didn’t get further than the BA degree or whatever.

I mean imagine if your affiliates are already putting banner code out

there, right? Imagine if you just appended your re-targeting code to the

bottom of that banner code or maybe had a programmer, I don’t imagine -,

actually I’m getting an idea here. You know that they say you retain 90% of

what you teach? You actually get more ideas when you teach than when you’re

on the other end?

Trent: Yeah.

Jermaine: So what I’m thinking about is instead of giving your affiliates

just the regular image code, have a programmer wrap the re-targeting code

and the image code into like a one line java script or something, and then

if it still ends up with the same banner showing up, but it brings the re-

targeting code with them. So the name of the game is just get that

retargeting code out to as many eyeballs as you can, and now you’ve got as

opposed to Google, I mean Google’s great too, but the click through rates,

half a percent, a tenth of a percent, you know? But now when you’ve got

interested people that have been exposed to you, your partners, your email,

and now you follow them around, I think the results go way up to click

through rates. You can get a percent two, three, and on banners, that’s

really, really good because we have just found that the rates diminished

over time just with straight out banner and image advertising. You’ve just

got to have a lot of impressions. So that’s one thing.

And then we moved on to Facebook, which I’ve always been late to the

social media thing. I’m like an old school Dan Kennedy guy. But we

eventually jumped on when I started seeing how far their pay per click has

gone. I can’t say that I’m much versed in fan pages and that kind of thing,

but the targeting capabilities are huge. Because it’s another Google

Adwords but in a different way. Now on Google, they’re searching.

On Facebook, they’re living it, they’re liking it. They’re putting it

on their page and describing themselves, and then Facebook has also

contracted with some of these bigger data houses, and now you can get real

psychographic data, interests, you know, all kinds of things, car buyers,

you can really drill down deep. Kind of the whole re-targeting idea now,

you can import your list to Facebook in the same way. So I can go download

my list, and I can import the emails into Facebook, Facebook will analyze

it, and then now that can become my population in the same way that I

describe AdRoll to run Facebook ads to. But I think that the implications

are huge.

My programmers are working on implementing this for me right now. We

have a list of things to do, just so much to do, and I guess working four

hours a week, it doesn’t help me in getting these things out, but I do try

to get back in growth mode when I can. But one of the things I said is,

‘What if at different stages, so if Trent is watching Video Three’, and I

know that there is going to be an offer coming up, well imagine if at Video

Three, I can go ping my script, my custom built thing with, we call the

HTCP post. All it is is a fancy way to say Infusion Soft wants to talk to

something else out there. So that’s something else that’s going to be my

script that’s going to be like a medium between Facebook and Infusion Soft.

What if I can add them to my custom audience in Facebook and basically call

them people that have gotten to the third video? Show them a very time

sensitive ad based on where they are in my sequence. That’s where I see

this going. I think CRM to Facebook and then the whole retargeting thing,

really being not only to have them in your specific sales funnel, but even

follow them around the net. Whether Facebook, banner ads on dictionary.com,

where ever they are based on where they are in your funnel.

Now that is the next level and that really excites me.

Trent: Yeah, no kidding. So when you’re doing all of this advertising,

pay per click, retargeting, and so forth, the important thing is figuring

out where the spend is working, and where to spend isn’t working, and that

comes to us in reports.

Now, I’ve not talked to you about this, but I’ve heard that you have

done some pretty interesting things with the Infusion Soft dashboard, so I

don’t know whether that is true or not, but if it is, could you tell us a

little bit about that?

Jermaine: Yeah, so well we built our own custom built dashboard. Now you

can use Infusion Soft as well, but I wanted to know every little thing. So

at the basis of it is lead source tracking, so whenever we advertise on any

different medium or vehicle, at the bare minimal, you have to create a new

lead source for that. So Google would be an example for a lead source or a

lead source category. And then under that, whether it’s Google PPC, Google

Image or Google Re-targeting, and then under that, even with the general

message, what angle you took. Did we go with the fear base? Did we go with

the embarrassment? Did we go with the positive? Take your plank [sounds

like 52:25] to the next level? Did we go with the dangle and the carrot for

video sequence, the specific message, and then that would spit you out a

lead source as a number like, lead source one, two, three. And then all you

have to do is when you advertise, you make sure that in your link, so the

worst thing that you can do is just send them to hearandplay.com.

So if you type in hearandplay.com or whatever your domain name is

straight into Google, you’re probably in the dark with what’s converting

and what’s not. You might say, ‘Well, Google’s got conversion stuff for

me’, and that very well may be true, but what happens after that? And you

want to be able to follow people months into your sequence, and the lead

source really helps with that. Because I found when I was just trying to

make it work, based on I guess money in the bank after I guess every 30

days or however I was looking at my reports. Meaning, how much I spent and

then how much Google’s conversion told me that the conversion were worth, I

mean that can get discouraging. Sometimes you get hits, but most times it’s

going to be misses.

Ask Proactive Solution, they don’t make their money back until eight

months down the road, and we don’t have that kind of money to float like

that. When you do Lead Source tracking, you get a lot more insight, because

what’s going to happen is they’re always going to be tied to Google

adwords. So that first purchase, yeah, it may be only $30.00, that four

levels to next level growth thing that I got, but what if they go on and my

sequence works? What if that new member sequence gets them to buy $97.00 or

they get on my gospel music training session at $37.00 a month and stay for

ten months, and then they go on to do my Jazz 101?

Well Google’s not telling you that, Google’s only giving you that

first conversion.

So with Lead Source, I can say, and we do this, I can say, ‘Okay,

take me back to January 2013, give me everybody with the Google adwords

lead source, and then we go to the Customer Lifetime Value report, and I

want to know what all of those customers are worth’. Because that add up

all of their purchases, their total paid. Now I can take that figure, I can

go back to Google, and I can say, ‘In January 2013, what did I spend?’ and

then now I got now my six month ROI, my three month ROI, my 12 month ROI,

and what I spent in Google never changes. That’s written in stone for

January 2013. But if you actually follow Lead Source and do this kind of

reporting and analytics, you will see your lead source will only grow,

because time brings about more valuable customers if you’re following up

and stuff. So you find that you have a lot more than you think to spend on

customer acquisition, and as Kennedy would tell you, he or she who can

spend the most on the customer or to acquire the customer, generally wins.

Now as it relates to the dash board, we’re triggering every little

specific thing on this dashboard that I built. And what it does is it works

by HTTP post which is again is that thing inside Infusion Soft when you

want to talk to a server, and all it does is every time an action starts to

happen, it pings my script, and my script just counts up by one. My script

is looking for a unique contact ID, but that’s the only criteria, meaning

that if Trent kept clicking on the first video, it’s only going to count

you by one, because it passes your ID, whatever your ID is going to be.

It’s only going to accept one unique ID for that stack. And so I’m able to

do math and stuff, so let’s say I’m tracking how many people signed up, how

many people go to double opt in, how many people go to watch the first

video, how many people do the survey, how many people do the second survey,

how many people request a free CD, how many people upgrade to the workbook,

how many people register for the new member call, how many people join the

call, how many people buy for the $97.00, how many people go on to then

join the continuity program, how many people go on to buy the jazz launch?

So I’ve got all of these numbers. They’re showing up in my dashboard. But,

I wanted to take it up a notch, because the problem even with Infusion

Soft’s dashboard, they’re just raw numbers. So I said what if I could make

calculations with these numbers? What if I could divide this into this, and

that into that, and come up with these ratios that change every day. I

could drill down, and I could say today, yesterday, the last seven days,

and those numbers, the calculations themselves as well will change before

my eyes based on the date durations and stuff. And that’s all we did. We

just took it up a notch through our own little dashboard script, which I

actually give people in my Pinnacle Club program.

It’s month one, and now people are out there doing it now, not just

me. People have repackaged this up eventually, but we did this five years

ago and just now got to packaging it up a few months ago. Then it can take

these calculations and put them on these custom pages so I can make all of

these different custom pages, and then the best part about it, because I

think reporting is nothing if you don’t have systems to keep those reports

in your face.

How many times have you gotten excited about a report, some new

analytics, logged in the first time, a couple of times, and maybe a couple

of months, and then for whatever reason, it doesn’t stay in the forefront

of your mind? If you don’t have systems and structures

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