Marketero

Marketero · Entrevistas

How to Hire a Bouncer For Your CRM & Make More Money (Not Get More Leads) | Perpetual Traffic EP 622

16 ideas de marketing sacadas de «How to Hire a Bouncer For Your CRM & Make More Money (Not Get More Leads) | Perpetual Traffic EP 622», de Perpetual…

Ver la entrevista entera en YouTube

De qué habla

Las 16 ideas de esta entrevista se reparten así entre las etapas del marketing. El reparto es lo que distingue una entrevista de otra: dice en qué se detuvo de verdad quien hablaba.

Las 16 ideas, con su cita y su minuto

Cada una está sacada de un punto concreto de la entrevista. El enlace del titular lleva a la página de esa idea, donde se ve quién más la dice por separado; el del pie salta al segundo exacto del vídeo para que la compruebes tú.

Descalificar prospectos inadecuados del CRM y derivarlos a recursos educativos

Conversión

Cuando un prospecto no encaja con la oferta actual, no debe ingresarse al CRM de ventas; es preferible derivarlo a contenido público (como podcast, YouTube o redes sociales) y proporcionarle recursos para que retome el contacto únicamente cuando cumpla el perfil adecuado.

them to your email subscriber list but you do not put them in your CRM send them to your YouTube channel provide them uh the podcast link if they want to learn more stuff and then give them hey when you're ready you can start communic unting based off of your answers we're not a good fit for you at the moment however when you do X we'd love to get back in touch here are resources that can help you get there wake up like you don't want the wrong customer to be in yourm you you don't if they are not going to help you now get them on your social

Escúchalo en el minuto 25:13

No colocar el píxel de conversión en la página de agradecimiento de leads no cualificados

Conversión

Al captar leads mediante landing pages, crea páginas de agradecimiento diferenciadas según la cualificación: entrega recursos útiles a los prospectos no ideales pero no actives el píxel en su página para evitar que los algoritmos de anuncios optimicen buscando ese perfil.

landing pages um the thing that I would do is if you have a landing page create a um a different thank you page for who's not your ideal lead and then you just again provide them with next steps like don't be a butthead deliver them valuable resources to where they are in their Journey but uh don't put the pixel on them you don't want to optimize for more

Escúchalo en el minuto 17:13

Filtrar prospectos con lógica condicional en formularios instantáneos de Meta para optimizar el algoritmo

Canales de adquisición

En campañas de generación de leads mediante formularios instantáneos de Meta, implementa preguntas con lógica condicional que deriven a los prospectos no calificados directamente a una pantalla final de cierre sin capturar sus datos. Esto bloquea la entrada de contactos no deseados al CRM y envía una señal algorítmica inmediata a Meta sobre qué perfiles evitar, solucionando el desfase habitual entre el embudo de…

within instant forms you can use conditional LOD which means you can ask someone a question that allows them to self filter into your ideal Avatar and while self- filtering if they choose a selection that doesn't make sense you can actually stop the conversation do not pass go do not collect $200 and send them to an end screen that's is for nonqualified leads and what this actually does by having an end screen for non-qualified leads you don't get their lead contact information and most importantly meta then gets an immediate understanding of who is bad most people because they are trash at…

Escúchalo en el minuto 7:56

Disparar el píxel de conversión únicamente ante leads calificados para optimizar el algoritmo publicitario

Canales de adquisición

Configura los píxeles y eventos de conversión en plataformas como Meta o Google para que se activen solo con prospectos que cumplan con el perfil del cliente ideal. Desentrenar un algoritmo que aprendió con conversiones de baja calidad resulta mucho más costoso que alimentarlo desde el inicio únicamente con datos de compradores de calidad.

importantly untrain your algorithm because it costs so much more money to untrain than it if you're starting from scratch so like some you have quality leads in your CRM then you can scale for more of what you want important why is it important to identify the leads and only put the pixel on the on the landing page for the people that you actually want what does do it tells meta what is quality because if you're only telling if you're saying I want a lead and you don't distinguish what is quality then you're just going to get a bunch of give Google the right information they comp don't put…

Escúchalo en el minuto 30:55

Implementar un filtro previo al CRM para bloquear leads de baja calidad

Conversión

Tu CRM debe funcionar como un club exclusivo: es necesario colocar mecanismos de filtrado o cualificación («porteros») en las páginas de aterrizaje y formularios para impedir la entrada de contactos no cualificados y preservar la calidad de los datos y del pipeline.

but there are bouncers that exist for a reason you don't want people in the club disturbance you want people in the club that are going to attract individuals that are going to spend a lot more money career who is the bouncer to your CRM your CRM is your Club love it I think minutes I'm like look this is how you get rid of dumpster [ __ ] trash leads and you can dock block them into your CRM I

Escúchalo en el minuto 37:57

Priorizar el costo de adquisición de clientes calificados sobre el costo por lead y el tamaño de lista

Medición y experimentos

El volumen de la lista de correos y un costo por lead (CPL) bajo son métricas de vanidad engañosas si los contactos no están calificados; la métrica crítica que mueve el negocio es el costo real de adquisición de clientes (CAC) y su segmentación según valor y frecuencia de compra.

worrying about like the size of your list the size of your list doesn't matter No SI you it's it's a misnomer it's like it's a it's a vanity metric it's not an MPI it's not a business metric that actually moves your business upon uh how much they buy from you like how many times they've bought from you what's the average value of that you know the sub segmentation like this is counterintuitive which is the reason why low cost of leads is total [ __ ] it's like it doesn't matter what the cost of the lead is you know what matters is the cost to acquire a customer yeah

Escúchalo en el minuto 26:31

Priorizar el costo de adquisición de clientes calificados sobre el costo por lead y el tamaño de lista

Medición y experimentos

El volumen de la lista de correos y un costo por lead (CPL) bajo son métricas de vanidad engañosas si los contactos no están calificados; la métrica crítica que mueve el negocio es el costo real de adquisición de clientes (CAC) y su segmentación según valor y frecuencia de compra.

worrying about like the size of your list the size of your list doesn't matter No SI you it's it's a misnomer it's like it's a it's a vanity metric it's not an MPI it's not a business metric that actually moves your business upon uh how much they buy from you like how many times they've bought from you what's the average value of that you know the sub segmentation like this is counterintuitive which is the reason why low cost of leads is total [ __ ] it's like it doesn't matter what the cost of the lead is you know what matters is the cost to acquire a customer yeah

Escúchalo en el minuto 26:31

Filtrado automático de leads en formularios instantáneos mediante preguntas condicionales

Conversión

En campañas de captación con formularios instantáneos (como los de Meta Ads), se deben configurar preguntas condicionales con pantallas de salida para descartar automáticamente a los prospectos no cualificados antes de que ingresen al CRM. A estos prospectos se les puede redirigir a contenidos educativos o recursos de terceros, protegiendo al equipo de ventas del desgaste de atender leads sin potencial de compra.

telling me meta quality and when you're using instant form a conditional question with an end screen that is for non-qualified leads you're allowing meteor acurity to poison your CRM and Leads are good because your only objective is lead you're going to get volume of people that are not good that anyways tell meta instantaneously who you don't want ask up to 13 questions and Hyper filter your leads into your instant forms and you're not using the conditional answer being end lead form why and if you're not doing conditional questions to kick people out of your ecosystem why are you letting…

Escúchalo en el minuto 10:04

Retroalimentación automatizada e instantánea a los algoritmos publicitarios sobre leads no calificados

Canales de adquisición

Depender de procesos manuales para clasificar y reportar leads no calificados introduce un desfase temporal que degrada la optimización de los algoritmos (Meta, Google, TikTok); la señal de descalificación debe ser instantánea (mediante formularios con lógica condicional o landing pages) para evitar que el algoritmo siga optimizando hacia tráfico de baja calidad.

they're not doing it how do you tell the algorithms who you don't want and if you're relying on a person to update following a process there's a time lag which when you're spending over $20,000 a day harms you because you're compounding like the Delta between that instant information and that delay of information gives optimization for Worse performance mhm so like do you have a way to tell your algorithms whether it's Google or Facebook or Tik anywhere who is a bad lead and if that way is dependent on a productivity so eliminate that delay doing that is through instant forms takes four…

Escúchalo en el minuto 20:24

Aprovechar las señales de datos de las plataformas para entrenar los algoritmos publicitarios

Canales de adquisición

En lugar de intentar adivinar o segmentar manualmente, se deben enviar señales de conversión precisas a los algoritmos de plataformas como Google o Meta (que manejan decenas de miles de puntos de datos por usuario) para que identifiquen y atraigan automáticamente al perfil de cliente ideal.

you're trying to find all you need to do is give Google the signal that this is the person I want to find I want to find thing that you know you have to leverage these algorithms you know at last count meta has 55,000 Plus data points on every user right it's a closed it's a walled system Google is the internet all right and they got 72 million they're both equally smart like

Escúchalo en el minuto 35:11

Personalizar la pantalla final del embudo según el interés declarado por el usuario

Conversión

En lugar de mostrar un resultado o producto genérico, se debe capturar el interés específico del usuario durante el flujo (por ejemplo, mediante una pregunta de opción múltiple) y entregar en la pantalla final únicamente la información y la oferta alineadas con esa elección para maximizar la relevancia.

sense we have another client that's in the travel space where the content we delivered for them based on the end screen of a successful was the product that most aligned with what they wanted so we asked which type of event are you interested in they said tennis here's the information for tennis if they said golf here's the information for golf like we have based off of what you told us we are giving you the most relevant information that's the truth relevancy

Escúchalo en el minuto 0:01

Priorizar bases de datos de compradores frente a volúmenes masivos de suscriptores sin calificar

Retención y relación con el cliente

Captar y acumular suscriptores de forma masiva sin filtrar encarece innecesariamente los costos de plataformas de CRM y email marketing sin aportar valor al negocio. Resulta más rentable y estratégico mantener una base pequeña de compradores reales que una lista de cientos de miles de leads no cualificados.

you you don't want to start with a massive list because it hurts you you're everyone if you're talking to everyone no one's listening not to mention you're paying for all those people oh my especially e-commerce like if you're using clayo you are paying paying for them so frustrating so if you're an e-commerce brand like know who you want don't let them into your system and the list lack of power if it's the wrong customer I would far rather have a list of a thousand buyers than I would have a million right right I mean I want buyers not

Escúchalo en el minuto 30:15

El peligro de optimizar campañas de pago guiándose únicamente por el costo por lead (CPL)

Medición y experimentos

Optimizar campañas publicitarias basándose únicamente en métricas de plataforma como el costo por lead (CPL) sin retroalimentar al algoritmo con datos sobre la calidad real de las ventas genera un efecto compuesto de mediocridad y encarece el presupuesto publicitario a largo plazo.

like people that Focus I mean we talk about the npis you're focusing on inap metrics cost per lead like that's dumb relevance quality of sales information into your your marketing strategy if you ignore that you are going to compound mediocrity and add leads into your marketing budget which is going to cost you so much in the long run that

Escúchalo en el minuto 24:36

Estratificación de leads entrantes por gradientes de afinidad con el ICP

Investigación de mercado y cliente

Más allá de definir únicamente al cliente ideal (ICP), es necesario establecer una escala o gradiente de perfiles que clasifique a los prospectos entrantes en niveles (desde el cliente perfecto, pasando por aceptables o limítrofes, hasta aquellos que deben ser completamente descalificados) para estructurar reglas de filtrado precisas en la captación.

stratifying out your lead with so figure out who they are like that's like your first step figure out who you ideally want to work with right that's called your ICP right and then you sort of have different gradients of that so there's this person this is our person but then there's probably a second person who's like they could be our person you know yeah and then there's maybe a third person's like yeah borderline but we should probably check it out and then maybe there's a fourth person's like no do it right you're wasting your time and your perfect customer start with that and then go…

Escúchalo en el minuto 12:57

Estratificar la calidad de los leads antes de enviarlos al equipo de ventas para proteger el algoritmo y la productividad

Medición y experimentos

No filtrar y segmentar la calidad de los prospectos al captarlos desperdicia el tiempo del equipo comercial y envía datos incorrectos a los píxeles de Google y Meta, degradando la optimización de las campañas.

create stages so that we can then optimize through the Facebook pixel and the Google pixel as well let's not forget about Google to send back the right data to find your perfect audience and if you are attracting leads like and then they go to a sales team if you're not stratifying out your leads based upon this quality you're wasting your sales people's time you're probably spending too much on you know a sales software just increases your depreciating your open rates and your engagement rates for people that were never going to buy from to begin with because of x1z

Escúchalo en el minuto 15:11

Nutrición con contenido relevante para prospectos que aún no están listos para comprar

Conversión

Cuando un prospecto responde un formulario pero no cumple los criterios actuales para comprar o ser atendido por ventas, no debe ser descartado por completo; se le debe redirigir dinámicamente a contenido y recursos educativos pertinentes que construyan confianza para convertirlo en cliente en el futuro.

100% they might be a customer they might for sure you want to you don't want to abandon them kick them to the curb um because you've already created resources for them you want to manufacture them into your own client eventually because them but you don't want to do is get them upset waste your time waste their time when you can't help them yet but that's where you have your content so you you send to them content that makes

Escúchalo en el minuto 23:31

Seguir leyendo

Esta es una de las 1872 entrevistas despiezadas. Puedes ver todas, leer las ideas por tema o empezar por la ruta guiada si no sabes por dónde.