Our Done-For-You (DFY) service is set up to do the outreach and campaign management process customers using our tool. Our team steps in to manage everything from campaign setup to ongoing monitoring and optimisation. This shows our workflow of our done for you process.
Let’s break it down:
1. Sales Team Closes Deal
After the client decides to move forward with Salesflow, the sales team finalizes the deal. At this stage, the client is introduced to the Done-For-You (DFY) service, and the team gets ready to begin the onboarding process.
2. Payment Processed
Once the payment is processed, the service officially starts. This step ensures the client’s commitment, and the DFY team can begin working on the next steps.
3. Client Introduction to DFY Manager
The client is introduced via email to their dedicated DFY Account Manager. This person will be their main point of contact throughout the process, ensuring that all their needs and expectations are met.
4. Client Fills Out Onboarding Form
The client fills out a form with important details such as:
- Their business goals
- Ideal Customer Profile (ICP)
- Key things to include in campaigns (like tone and style)
- Things to avoid
This helps the DFY team understand the client’s preferences and objectives.
5. Onboarding Meeting & Campaign Planning
An onboarding meeting is scheduled where the DFY team connects the client’s account and discusses the campaign strategy. This meeting is crucial for planning the outreach and setting clear goals. The team also answers any questions the client might have and lays out the next steps.
6. Client Receives Recap for Confirmation
After the meeting, the DFY manager sends a summary of everything discussed, along with the next steps. The client reviews this recap and confirms that everything looks good to move forward.
7. Reminders Sent for Non-Confirmation
If the client doesn’t confirm the recap, gentle reminders are sent to ensure there are no delays. This helps keep the process moving forward without any hitches.
8. Copy & List Creation
Once the client gives the green light, the DFY team starts working on creating a tailored list of contacts and writing the campaign copy (the actual messages that will be sent out). The first draft is usually ready within a week.
9. Client Reviews First Draft
The client reviews the first draft of the contact list and the campaign messages. This is their chance to provide feedback on the tone, style, and content before anything is launched.
10. Feedback & Revisions
If the client wants any changes, the team makes the necessary revisions based on their feedback. This could involve tweaking the language, adjusting the contact list, or fine-tuning the messaging.
11. Client Approval
Once the client is happy with the final version, they approve the list and copy. This approval means the campaign is ready to go live.
12. Campaign Launch
With the client’s approval, the DFY team launches the campaign. This involves sending out the messages to the contacts on the list and officially starting the outreach process.
13. Ongoing Monitoring & List Refilling
From the moment the campaign is launched, the DFY team continuously monitors its performance. They also keep an eye on the contact list, refilling it with new prospects if needed, to ensure the outreach doesn’t slow down.
14. Biweekly Reports
Every two weeks, the client receives a report on how the campaign is performing. This report includes metrics like:
- How many people were contacted
- How many responded positively
- The overall success rate
It also includes recommendations for any improvements to keep things on track.
15. Performance Review
- If Results Are Good: If the campaign is performing well, the DFY team continues with the current approach and keeps the client updated.
- If Results Need Improvement: If the campaign isn’t hitting the desired goals, the DFY team proposes changes to improve the performance, such as adjusting the messaging or targeting a new group of contacts.
16. Implementation of New Strategies
If changes are needed and approved by the client, the DFY team works on updating the campaign. This could mean revising the copy or adjusting the contact list to make sure the strategy aligns with the client’s goals.
17. Feedback & Revisions
The updated copy or list is sent to the client for review. If any further tweaks are needed, they are made at this stage to fine-tune the campaign.
18. Client Approval of Revisions
After the final revisions, the client gives their approval, and the updated campaign goes live.
19. Continuous Process
This process of monitoring, reporting, and adjusting continues throughout the client’s engagement with the DFY service. The goal is to keep refining the campaigns to maximize success and ensure everything is aligned with the client’s objectives.
Conclusion:
The DFY process is all about taking the work off the client’s plate while focus on other areas in their day to day. The process aims to deliver successful outreach campaigns tailored to the client’s needs. This structured process ensures clients can focus on their business while the DFY team handles the nitty-gritty of campaign management.
Learn more about our Done for you service here