Selling Services Via Sales Funnels? Anyone Doing This?

28 replies
Hey everyone,

I was thinking about creating a sales funnel for selling web design and copywriting services (and eventually SEO somehwat).

Here's my question...

I'm always pretty strapped for time, and my love for affiliate marketing stems mainly from sales coming in whether you are there or not once the process is systematized properly.I want to do the same thing with my agency work as well.

Have any of you successfully gotten payment from a client purely through a sales funnel? No phone consultation, one on one or otherwise?

To remove some of the variables, this entire sales funnel would be designed for one niche and the same ideal client across the board. Nothing based on competition would be sold on autopilot (for instance, the price you charge for SEO/PPC is extremely variant because the pricing fluctuates a lot on competition level / search volumes).

Knowing I am targeting one niche, with a fairly firm grasp for them, my plan would be this:

1. FB Ads
2. Free 3 or 7 day email course for lead bait on how their website is making them lose money
3. Sell them on web design (I am going to be using a really awesome wordpress theme for me, one which plays into my upsells but will take minimal amount of time for me to setup)

The web design will be a flat fee, playing around with the $700 level, less than a $1,000 and total profit margin with this would be between $580-652 dollars (even if I outsource the website setup).

Goal would be to write an effective email follow up and perhaps video presentations that gets them to buy the website design without me doing the one on one consult typical in these situations.

After that purchase, I would upsell them on creating a full fledged email course and graphic designed white paper as a lead bait for their target audience (the copywriting portion).

This upsell would be presented to them pretty much right after they buy the web design (and the web design would include 4 pages of content for the site).

Only after those 2 hoops are passed, do I really want to bring up the SEO and PPC conversation.

It sets them up with a good foundation for me to work with those two mediums for them (instead of some crazy bad godaddy website builder site), and they are at this point someone who trusts me since they're already my customer (and hopefully happy).


For more experienced offline warriors, what are your thoughts on this process? Have you attempted anything similar?

Love to hear a case study if possible (or pointed in that direction if one exists on here) where someone has semi-automated the sales process (without the typical answer of hiring a sales guy to do it for you, that has always ended badly for me).

Talk soon guys!
-Gregory
P.S Happy new year!
#funnels #sales #selling #services
  • Profile picture of the author Oziboomer
    Originally Posted by GregtheWriter View Post

    Here's my question...

    Have any of you successfully gotten payment from a client purely through a sales funnel? No phone consultation, one on one or otherwise?
    Yes...but not for a service like you suggest.

    Sounds like you are targeting losers in that "no-mans" area of pricing.

    Between the businesses that take a DIY route and the ones that are serious about their online presence.

    Remember Yellow Pages used to charge $10K-20K for a decent ad annually.

    Many businesses are paying for Adwords in the thousands a month....

    ...and you want to go for a "low-ball" offer of $700...

    ...seriously???

    Plus the type of business that would go for your type of upsell would be one that is already aware of email marketing and would most likely already have a CRM system with auto responders in place.

    Trying to sell that to a $700 website buyer is just going to be hard.

    If you are a web designer and marketer with any experience and with some client testimonials why would you go down the bottom feeder route?

    Think about this....

    Most offline businesses nowadays have to be pretty cashed up and savvy just to stay in business.

    Think of their leasing costs?

    Think of their staffing costs?

    Think of what they spend on marketing?

    Add at least a zero to what you are thinking of charging or sell gigs on fiverr.

    That is probably the perception you would get from serious business owners.

    Happy New Year...well it is in Oz already
    {{ DiscussionBoard.errors[10465063].message }}
  • Profile picture of the author Jeremiah Walsh
    I think Ozi is right. Yes, this is a way to do a "land and expand" approach. However, the clients that you would be getting are the bottom feeders that won't have a high propensity to spend good money with you.

    You may get a few here or there... but mostly people who only spend $700.

    If you want to break six figures income annually you would need to get 153 customers at the very least.

    You can charge a premium price instead and only need to get like 16 customers to do the same thing. Less juggling and more focused on value.

    Never undervalue yourself.
    {{ DiscussionBoard.errors[10465141].message }}
  • Profile picture of the author Jason Kanigan
    Yes.

    Charge higher rates. Yours are too low as listed.

    Think about the effort it takes to get a sale. How many times do you want to go through it? I'm good at it, and I HATE IT!

    You still need a traffic source of pre-qualified leads.

    Then what you need is a critical mass of marketing collateral that demonstrates to your new arrival that you know your topic and can solve their problem.

    Then they have to--read: MUST--go through that marketing collateral before they get a chance to talk with you.

    Every time I allow someone to circumvent that process, I pay for it and regret it.

    They must get the chance to differentiate you in their minds with that marketing material, so they aren't asking dumb questions like, "So, what can you do for me?" when you do meet. (Hint: if I get that question now, it's over. I'll end the conversation by bouncing them back to my marketing material.)

    With this kind of funnel, they should already have the idea in mind that they're going to hire you BEFORE YOU MEET.

    The conversation is a mere confirmation of that belief. Then it's your opportunity to blow, not theirs. That conversation can take hours, it's true...but it's a lot easier than trying to convince them of anything.
    {{ DiscussionBoard.errors[10465264].message }}
  • Profile picture of the author GregtheWriter
    Good advice guys.

    The low price came from really the lack of effort or customization. The premium wordpress theme I use is really great, and can do a lot of things with it, but it's just a wordpress theme that is minimum in times of setup / customization needed.

    Other than a fiverr gig for the banner / logo, there would be little actual work needed. Hence the low price, but I haven't thought about selling higher prices.

    That would be far better.

    The crux here is how to get them to buy via the funnel, sending me the money before the consultation, to make it as systematized as possible so I don't have to deal with the annoying questions eating up my already limited time.

    I think it can be done, even a $2k website, if the copy is good enough.

    What kind of collateral do you guys create in your sales funnels?

    Just an email course on web design, or do you have other things in the mix like automated webinars, white papers, blogs etc discussing a wide variety of marketing strategies?

    Love to hear especially from people that have sold a flat priced service like this successfully without having to do a one on one consult before the sale took place - if anyone here has ever done it
    Signature
    Free Video Series Show You the Exact Tools Six-Figure Affiliate & Network Marketers Use
    Attract. Sponsor. Build an Empire.

    {{ DiscussionBoard.errors[10465716].message }}
    • Profile picture of the author savidge4
      I think for what it is you think you are going to offer.. you are charging to much. Look at it this way. I am in the market for a website. I happen across your pitch page, and get a price, and determine what it includes... WHATS IN IT FOR ME? I get 4 pages of written content.. a banner / logo.

      How are you going to increase my business? what is this website going to do for me? Oh.. so now you are up charging for the SEO.. so you are going to re write 4 pages of text and get me killer traffic now? All the tags and H1's cost more?

      You are wanting to sell a crap product.. and you deserve to ask a crap price.

      So lets look at your numbers real fast... you are saying you would make between $580 to $652 on a $700 website. so YOUR COST is $48 to $120. exactly how many hours do you think this would take? Not just YOUR hours but in total?

      At the very least here.. you should have 1 hour of YOUR time in each and every client no? What are you billing out per hour? But the hard reality is we all know there will be more of your time. you will have to go out to fiver request work to be done, get mach up and say this or that. get a final and say oh can you change this. then you get the final image. you are then having to write 4 pages of text. you will be on the phone with the client. what days are you open what are your hours for Monday? for Tuesday? oh ok Monday thru Friday you are open these hours Saturday you are open this set of hours and Sunday you are closed.

      What's your address what's this what's that.. hey do you have any images we can use.. sure send them here.. you then get the images and they need cropped and corrected and resized... Oh we got your you logo back.. what's that? you don't like the hue of blue in the brim of he hat? then its back to fiver and so on and so on.

      I think you really need to sit down, with a stop watch and "build" a website from scratch. load wordpress..load the theme... load the needed plugins.. make the changes to the site.. go and get a logo, write the text do all the things that need to be done to complete the process you want to complete for clients. you will then have an idea of the TIME a project takes.

      The going billing rate for mediocre web builders is $40 an hour. so $40 times the number of hours a project takes times 2 +20% would be a good way to determine a decent baseline

      I personally would INCLUDE the SEO efforts ( its only 4 pages of text for goodness sakes ) and bring you billing rate up to 60 and then offer content creation as an upsell.

      I understand what everyone else is saying.. you are not charging enough... but the reality is you are not GIVING enough to merit charging more. As your business model stands right now, you are stealing from people for a service that has no possibility of return in any way shape or form. That's not a business, it is a form of fraud and or racketeering.

      Originally Posted by GregtheWriter View Post

      Good advice guys.

      The low price came from really the lack of effort or customization. The premium wordpress theme I use is really great, and can do a lot of things with it, but it's just a wordpress theme that is minimum in times of setup / customization needed.

      Other than a fiverr gig for the banner / logo, there would be little actual work needed. Hence the low price, but I haven't thought about selling higher prices.

      That would be far better.

      The crux here is how to get them to buy via the funnel, sending me the money before the consultation, to make it as systematized as possible so I don't have to deal with the annoying questions eating up my already limited time.

      I think it can be done, even a $2k website, if the copy is good enough.

      What kind of collateral do you guys create in your sales funnels?

      Just an email course on web design, or do you have other things in the mix like automated webinars, white papers, blogs etc discussing a wide variety of marketing strategies?

      Love to hear especially from people that have sold a flat priced service like this successfully without having to do a one on one consult before the sale took place - if anyone here has ever done it
      Signature
      Success is an ACT not an idea
      {{ DiscussionBoard.errors[10465900].message }}
      • Profile picture of the author GregtheWriter
        Originally Posted by savidge4 View Post

        I think for what it is you think you are going to offer.. you are charging to much. Look at it this way. I am in the market for a website. I happen across your pitch page, and get a price, and determine what it includes... WHATS IN IT FOR ME? I get 4 pages of written content.. a banner / logo.

        How are you going to increase my business? what is this website going to do for me? Oh.. so now you are up charging for the SEO.. so you are going to re write 4 pages of text and get me killer traffic now? All the tags and H1's cost more?

        You are wanting to sell a crap product.. and you deserve to ask a crap price.

        So lets look at your numbers real fast... you are saying you would make between $580 to $652 on a $700 website. so YOUR COST is $48 to $120. exactly how many hours do you think this would take? Not just YOUR hours but in total?

        At the very least here.. you should have 1 hour of YOUR time in each and every client no? What are you billing out per hour? But the hard reality is we all know there will be more of your time. you will have to go out to fiver request work to be done, get mach up and say this or that. get a final and say oh can you change this. then you get the final image. you are then having to write 4 pages of text. you will be on the phone with the client. what days are you open what are your hours for Monday? for Tuesday? oh ok Monday thru Friday you are open these hours Saturday you are open this set of hours and Sunday you are closed.

        What's your address what's this what's that.. hey do you have any images we can use.. sure send them here.. you then get the images and they need cropped and corrected and resized... Oh we got your you logo back.. what's that? you don't like the hue of blue in the brim of he hat? then its back to fiver and so on and so on.

        I think you really need to sit down, with a stop watch and "build" a website from scratch. load wordpress..load the theme... load the needed plugins.. make the changes to the site.. go and get a logo, write the text do all the things that need to be done to complete the process you want to complete for clients. you will then have an idea of the TIME a project takes.

        The going billing rate for mediocre web builders is $40 an hour. so $40 times the number of hours a project takes times 2 +20% would be a good way to determine a decent baseline

        I personally would INCLUDE the SEO efforts ( its only 4 pages of text for goodness sakes ) and bring you billing rate up to 60 and then offer content creation as an upsell.

        I understand what everyone else is saying.. you are not charging enough... but the reality is you are not GIVING enough to merit charging more. As your business model stands right now, you are stealing from people for a service that has no possibility of return in any way shape or form. That's not a business, it is a form of fraud and or racketeering.
        You're assuming a lot of things here.

        First of all, the wordpress template I use is an extremely powerful one - it cuts costs in many ways by being mobile responsive, can create beautiful content pages, landing pages, sales pages, membership pages and a whole lot more (the sales funnel itself knocks out $35-99+ a month from competing services like Clickfunnels and Leadpages).

        And my content by the way - is good.

        4 pages of content for a local business that is good, high quality content = money.

        Further more, the vast majority of local businesses have websites that are incredibly shitty. You think a nice, good looking web design that has been proven to convert won't affect their business?

        If you do... well maybe you need to invest more time in how web conversion works lol.

        A website from start to build (minus any possible revisions) should take about 4 hours of my time.

        Also, if you believe SEO is just about H tags, you are incredibly, sorely mistaken

        SEO is and should be an expensive service if the search volume for their market exists. It's incredibly powerful and converts higher than just about anything else out there. I didn't list anything about my SEO service here, other than it was a planned upsell in the funnel for paying customers (mainly because I only want to deal clients using wordpress for several reasons, such as me being familiar with how good the platform is)

        The lack of effort or customization line on the web design comes from the fact that I will not be designing complicated websites for these people. No ecommerce (at least not right away), no super complex code, nothing along those lines.

        And the type of businesses I am targeting don't need it, they just need a clean, simple site to drive traffic to, and these are clients that routinely pay an SEO $1,000-$2,000 or more a month.

        Web design isn't a huge interest of mine, but I feel I can offer a lot of value through this service for small businesses.

        It is a personal insult when you say I am defrauding someone by giving them something of immense value. Where in a week they have a website that won't convert at all no matter how much traffic they have to a website that will get calls and actually be able to be found in Google when they start sending traffic to it.

        I have turned down many copywriting and SEO clients that do not fit my criteria (either business model wise where it wouldn't make sense for them to invest the money, or personality wise clashing)

        I believe in only selling something that will help someone, and I prefer to charge a retainer on most of my services that if they earn 1 sale they either break even or gain a profit from me (it's why I target high end local businesses).

        One final point to be made here - 4 pages of content from a copywriting standpoint can cost between $4,000-$10,000+ per a page done by a professional copywriter. Those words on that page can be the most important aspect of the entire website.

        Also, I read through my threads and maybe I'm missing where I said it, but the website content is included in the price, which is what I write during the setup of the website. I take my writer fees out of the profit (charging myself content mill wage on that), to make sure the endeavor can be profitable once I do outsource the whole process.

        In a true systematized business, the less time you need to spend with a client the more you will grow as a business or have the ability to grow - as long as what you offer is valuable and delivers on the promise.

        It allows you to continually go out there to expand, grow a team that delivers the service, and build an asset instead of a freelancing brand.

        Thanks for your words anyhow
        -Gregory
        Signature
        Free Video Series Show You the Exact Tools Six-Figure Affiliate & Network Marketers Use
        Attract. Sponsor. Build an Empire.

        {{ DiscussionBoard.errors[10465982].message }}
        • Profile picture of the author savidge4
          Well then Greg... in a nut shell there is your funnel...


          The value
          The comparison to other services
          What to expect
          The benefit of using you


          And with that.. add a guarantee of some sort.. and then YES you are charging to little

          Originally Posted by GregtheWriter View Post

          You're assuming a lot of things here.

          First of all, the wordpress template I use is an extremely powerful one - it cuts costs in many ways by being mobile responsive, can create beautiful content pages, landing pages, sales pages, membership pages and a whole lot more (the sales funnel itself knocks out $35-99+ a month from competing services like Clickfunnels and Leadpages).

          And my content by the way - is good.

          4 pages of content for a local business that is good, high quality content = money.

          Further more, the vast majority of local businesses have websites that are incredibly shitty. You think a nice, good looking web design that has been proven to convert won't affect their business?

          If you do... well maybe you need to invest more time in how web conversion works lol.

          A website from start to build (minus any possible revisions) should take about 4 hours of my time.

          Also, if you believe SEO is just about H tags, you are incredibly, sorely mistaken

          SEO is and should be an expensive service if the search volume for their market exists. It's incredibly powerful and converts higher than just about anything else out there. I didn't list anything about my SEO service here, other than it was a planned upsell in the funnel for paying customers (mainly because I only want to deal clients using wordpress for several reasons, such as me being familiar with how good the platform is)

          The lack of effort or customization line on the web design comes from the fact that I will not be designing complicated websites for these people. No ecommerce (at least not right away), no super complex code, nothing along those lines.

          And the type of businesses I am targeting don't need it, they just need a clean, simple site to drive traffic to, and these are clients that routinely pay an SEO $1,000-$2,000 or more a month.

          Web design isn't a huge interest of mine, but I feel I can offer a lot of value through this service for small businesses.

          It is a personal insult when you say I am defrauding someone by giving them something of immense value. Where in a week they have a website that won't convert at all no matter how much traffic they have to a website that will get calls and actually be able to be found in Google when they start sending traffic to it.

          I have turned down many copywriting and SEO clients that do not fit my criteria (either business model wise where it wouldn't make sense for them to invest the money, or personality wise clashing)

          I believe in only selling something that will help someone, and I prefer to charge a retainer on most of my services that if they earn 1 sale they either break even or gain a profit from me (it's why I target high end local businesses).

          One final point to be made here - 4 pages of content from a copywriting standpoint can cost between $4,000-$10,000+ per a page done by a professional copywriter. Those words on that page can be the most important aspect of the entire website.

          Also, I read through my threads and maybe I'm missing where I said it, but the website content is included in the price, which is what I write during the setup of the website. I take my writer fees out of the profit (charging myself content mill wage on that), to make sure the endeavor can be profitable once I do outsource the whole process.

          In a true systematized business, the less time you need to spend with a client the more you will grow as a business or have the ability to grow - as long as what you offer is valuable and delivers on the promise.

          It allows you to continually go out there to expand, grow a team that delivers the service, and build an asset instead of a freelancing brand.

          Thanks for your words anyhow
          -Gregory
          Signature
          Success is an ACT not an idea
          {{ DiscussionBoard.errors[10466000].message }}
  • Profile picture of the author Jeremiah Walsh
    I have sold $10,000+ deals on value added information alone.

    You wont get there on whitepapers as those leads are usually just paper chasers from my experience. Webinars give you a chance to set yourself up as a thought leader. More propensity for those larger ticket deals.
    {{ DiscussionBoard.errors[10465894].message }}
    • Profile picture of the author kemdev
      Yep.

      It's all about value and price. You're charging too little - even if you don't have the knowledge/technical ability to perform the work. Fake it until you make it. Charge a premium price so it seems like you know what you're doing.

      Once again, whether or not you can perform the service and deliver on your promise is besides the point.
      {{ DiscussionBoard.errors[10465901].message }}
    • Profile picture of the author GregtheWriter
      Originally Posted by Jeremiah Walsh View Post

      I have sold $10,000+ deals on value added information alone.

      You wont get there on whitepapers as those leads are usually just paper chasers from my experience. Webinars give you a chance to set yourself up as a thought leader. More propensity for those larger ticket deals.
      Hey Jeremiah, by value added alone are you referring to webinars and other marketing collateral like that?

      Or adding combined services?

      Love to hear more.

      I have some experience hosting webinars, I would likely but it through an automated webinar process though due to my time constraints.

      Could have sections of my list nurtured to have different automated webinars marketed to them (web design customers for example, could throw out a retargeted automated webinar for PPC / SEO / direct mail etc.)
      Signature
      Free Video Series Show You the Exact Tools Six-Figure Affiliate & Network Marketers Use
      Attract. Sponsor. Build an Empire.

      {{ DiscussionBoard.errors[10465986].message }}
  • Profile picture of the author Jason Kanigan
    @Greg

    Hey man, I think you have the skills and the hustle to make it. So let me give you a few solid reminders.

    1. What you know is obvious to you. Not to your customer.

    2. What you know something is "worth" is obvious to you. Not to your customer.

    3. If you apply a $300 solution and it helps get your customer $300,000...don't you deserve a bigger reward than the $300 cost?

    4. Live by price, die by price.

    5. Set a revenue target, and use a minimum contract price to screen your prospects. If they can't make $100K over the next year from your $5-10K solution, they're too small so throw 'em back.

    6. At the beginning, nobody knows who you are. Create in one or two niches enough buzz, marketing collateral, a funnel for yourself (like the shoemaker's kids, I'm the worst offender for this--my clients all have great funnels, while mine sits unattended) so that already-educated buyers start coming to you.

    7. You already have the goods to be charging the higher rates. You don't need to learn any other skills at this time. Nothing can stop you...except you.


    Get focused on WHO you help.

    Screen mercilessly.

    You will thank yourself for it. The impact of one $10K client compared to 5 x $2K clients is astounding. Time, energy, thoughtfulness, focus, the ability to help them more powerfully because you can afford it...all this and more.
    {{ DiscussionBoard.errors[10466398].message }}
    • Profile picture of the author GregtheWriter
      Originally Posted by Jason Kanigan View Post

      @Greg

      Hey man, I think you have the skills and the hustle to make it. So let me give you a few solid reminders.

      1. What you know is obvious to you. Not to your customer.

      2. What you know something is "worth" is obvious to you. Not to your customer.

      3. If you apply a $300 solution and it helps get your customer $300,000...don't you deserve a bigger reward than the $300 cost?

      4. Live by price, die by price.

      5. Set a revenue target, and use a minimum contract price to screen your prospects. If they can't make $100K over the next year from your $5-10K solution, they're too small so throw 'em back.

      6. At the beginning, nobody knows who you are. Create in one or two niches enough buzz, marketing collateral, a funnel for yourself (like the shoemaker's kids, I'm the worst offender for this--my clients all have great funnels, while mine sits unattended) so that already-educated buyers start coming to you.

      7. You already have the goods to be charging the higher rates. You don't need to learn any other skills at this time. Nothing can stop you...except you.


      Get focused on WHO you help.

      Screen mercilessly.

      You will thank yourself for it. The impact of one $10K client compared to 5 x $2K clients is astounding. Time, energy, thoughtfulness, focus, the ability to help them more powerfully because you can afford it...all this and more.

      Hey thanks Jason, I appreciate that.

      And good reminders.

      I do have one specific niche that is a good high end client for me and could expand out naturally into a few niches, that I am planning to focus on.

      On a random subject, what is your method for actually processing their checks? I'll be mainly targeting larger cities outside of my state (Alaska is quite small population wise :-) and most of my freelancing stuff I've done via paypal just because ease of use.

      Got a recommended payment processor for your marketing clientele?

      I'll have a look at those two other threads you linked as well. The part of it I want to master the most of is for sure my funnel, if I can make it good where I can "rinse and repeat" it in a few different areas I know I could kill it despite being so time strapped.

      Appreciate all the advice (from everyone)

      And... if I didn't say it before... happy new years!

      On a funny side note, a guy at the party I went to started talking about how evil marketing and sales was, until I made him realize he only has a job because of people like us who can make that business profitable enough to pay him :-)

      -Gregory
      Signature
      Free Video Series Show You the Exact Tools Six-Figure Affiliate & Network Marketers Use
      Attract. Sponsor. Build an Empire.

      {{ DiscussionBoard.errors[10466859].message }}
      • Profile picture of the author Jason Kanigan
        Originally Posted by GregtheWriter View Post

        Hey thanks Jason, I appreciate that.

        And good reminders.

        I do have one specific niche that is a good high end client for me and could expand out naturally into a few niches, that I am planning to focus on.

        On a random subject, what is your method for actually processing their checks? I'll be mainly targeting larger cities outside of my state (Alaska is quite small population wise :-) and most of my freelancing stuff I've done via paypal just because ease of use.

        Got a recommended payment processor for your marketing clientele?

        I'll have a look at those two other threads you linked as well. The part of it I want to master the most of is for sure my funnel, if I can make it good where I can "rinse and repeat" it in a few different areas I know I could kill it despite being so time strapped.

        Appreciate all the advice (from everyone)

        And... if I didn't say it before... happy new years!

        On a funny side note, a guy at the party I went to started talking about how evil marketing and sales was, until I made him realize he only has a job because of people like us who can make that business profitable enough to pay him :-)

        -Gregory
        I use paypal or certified check for payments received.
        {{ DiscussionBoard.errors[10466968].message }}
  • Profile picture of the author GregtheWriter
    Nice, I wasn't for sure if there was a better one than paypal. Paypal I guess would make the most sense for the client though too. I just wanted lower fees
    Signature
    Free Video Series Show You the Exact Tools Six-Figure Affiliate & Network Marketers Use
    Attract. Sponsor. Build an Empire.

    {{ DiscussionBoard.errors[10467099].message }}
    • Profile picture of the author Oziboomer
      Originally Posted by GregtheWriter View Post

      Nice, I wasn't for sure if there was a better one than paypal. Paypal I guess would make the most sense for the client though too. I just wanted lower fees
      Although my business uses Paypal and another online gateway "Eway" - Australian but processes everywhere.

      Most of my business clients prefer EFT.

      No fees other than your usual bank charges.

      Kind regards,

      Ozi
      {{ DiscussionBoard.errors[10467770].message }}
    • Profile picture of the author Jason Kanigan
      Originally Posted by GregtheWriter View Post

      Nice, I wasn't for sure if there was a better one than paypal. Paypal I guess would make the most sense for the client though too. I just wanted lower fees
      You probably should find a lower fee processor if you're consistently getting above say $10K a month.

      I just include PP's fee in mine, and it's an expense anyway.

      For larger things I get them to overnight me a check and it's all good.

      EFT's always a great option, but it can be complicated for the sender if they're not used to it.
      {{ DiscussionBoard.errors[10468256].message }}
  • Profile picture of the author Yvon Boulianne
    I use CQPIM to generate invoice and project management and stripe to bill their credit card

    Best solutions ever (strip make the money available in your bank account in 7 days and lower fee than paypal)
    {{ DiscussionBoard.errors[10467820].message }}
    • Profile picture of the author savidge4
      Originally Posted by Yvon Boulianne View Post

      I use CQPIM to generate invoice and project management and stripe to bill their credit card

      Best solutions ever (strip make the money available in your bank account in 7 days and lower fee than paypal)

      I have to say I just looked at CQPIM... I'm not a big Code Canyon fan... but this looks pretty nice.
      Signature
      Success is an ACT not an idea
      {{ DiscussionBoard.errors[10468716].message }}
  • Profile picture of the author DaniMc
    Yes. My employees are part of the funnel. Never forget that once you work out the process - you can scale using other people.

    You can make a lot of money by working hard yourself. You can make a TON of money by creating opportunity for other people.

    Right now, today, there are 4 people working on my behalf all over the city. I'll put in maybe an hour - and that hour will bring me around $20,000.

    When making your goals, don't forget that other people can be part of the funnel. Create the process, and implement systems to automate them - that system can include people.

    For example - if you figure out how to market, sell, and fulfill the services, you can easily find motivated people to plug into every step. The only thing you have to do is handle the money and coach/hold people accountable.

    To me - this is by far the easiest route. Much easier than trying to devise some plan that is totally automatic and handled by automated emails. Tapping into the drive and creativity of other people frees up so much psychic bandwidth, allowing you to devise other brilliant business improvements.
    Signature
    Be kind, for everyone you meet is fighting a hard battle.
    {{ DiscussionBoard.errors[10468050].message }}
    • Profile picture of the author savidge4
      In terms of taking payments... I personally think PayPal is a not so good option. UNLESS you are in the realm of re-occurring payments. If I am going to buy pretty much anything in the $1000 mark on a website other than say e-bay or amazon and PayPal is the form of payment.. that's a red flag in my book. Aside from "My Book" its a tested red flag as well.

      Add in to the equation that you are selling websites to business'.. how many business' have paypal accounts? My business doesn't. does yours? So now you get into a bit of friction. They would have to use their personal account, and not the business account. becomes a bit of a accounting nightmare no?

      Stripe and PayPal and all of that stuff is a shortcut to legitimate. I would suggest that foursquare might be an option but their payment flow is a bit awkward. Intuit would be a far better solution.. with the added benefit of integrating with QuickBooks. Multiple funnels and the ability at the accounting level to have the data separated by income stream is rather nice.

      I personally use Intuit. I also use check by phone ( and I understand you want an automated system so this so much is not an option ) I also use an ACH setup from my bank that allows me to send a bill to a designated bank page to make a payment. ( again this is not an automated system, but a system that works for me )

      Aside from monthly bank fees etc. percentage wise at 1.7% intuit is my most expensive form of payment. When you start talking tens of thousands and hundreds of thousands 3.3% ( difference between PayPal at 5% and Intuit at 1.7% ) becomes a lot of money. add to that the friction it ( PayPal ) creates with your targeted clients ( business owners ) and it really should not be on the list for consideration.

      There is without question a line that is drawn financially between an IM business, and what many would consider a brick and mortar type business. The payment options I believe to define that line.
      Signature
      Success is an ACT not an idea
      {{ DiscussionBoard.errors[10468198].message }}
      • Profile picture of the author SirThomas
        Originally Posted by savidge4 View Post

        I personally use Intuit. I also use check by phone
        For your check by phone, do you have a secure online form to accept the payment or you just take the info over the phone? I used to ask people to fill out their checks and simply snap a picture of it with their smartphone and either email it to me or send it as a message to my phone. Unfortunately, neither method is very secure... How do you handle it?
        {{ DiscussionBoard.errors[10468438].message }}
        • Profile picture of the author savidge4
          Originally Posted by SirThomas View Post

          For your check by phone, do you have a secure online form to accept the payment or you just take the info over the phone? I used to ask people to fill out their checks and simply snap a picture of it with their smartphone and either email it to me or send it as a message to my phone. Unfortunately, neither method is very secure... How do you handle it?
          There are literally a ton of ways to do this stuff. Over time I have migrated most of my stuff over to Intuit. just the overall ease of use, and the ability to track across many different aspects of my business.

          A single solution that can accept payments with your phone - on the web- over the phone - and in a store, with rather low transaction rates is really hard to beat.

          look for yourself Accept Credit Cards, ACH Bank Transfers, eCheck - QuickBooks Payments

          Face to face door to door selling... you can take a payment right there, a credit card swipe or a check. right then and there. On the phone, you can send a bill via e-mail, they can have the payment made before you get off the phone. In your office same thing.. done

          And in the middle of all of that if you have integrated quickbooks ( and why wouldn't you ) your balances are in real time updated. ( Your Accountant will love you )

          The HARDEST part of any business, its not getting the money.. its tracking the money, and this is a solid step in that direction.
          Signature
          Success is an ACT not an idea
          {{ DiscussionBoard.errors[10468686].message }}
          • Profile picture of the author SirThomas
            Originally Posted by savidge4 View Post

            There are literally a ton of ways to do this stuff. Over time I have migrated most of my stuff over to Intuit. just the overall ease of use, and the ability to track across many different aspects of my business.

            A single solution that can accept payments with your phone - on the web- over the phone - and in a store, with rather low transaction rates is really hard to beat.

            look for yourself Accept Credit Cards, ACH Bank Transfers, eCheck - QuickBooks Payments

            Face to face door to door selling... you can take a payment right there, a credit card swipe or a check. right then and there. On the phone, you can send a bill via e-mail, they can have the payment made before you get off the phone. In your office same thing.. done

            And in the middle of all of that if you have integrated quickbooks ( and why wouldn't you ) your balances are in real time updated. ( Your Accountant will love you )

            The HARDEST part of any business, its not getting the money.. its tracking the money, and this is a solid step in that direction.
            Yes, I am very familiar with Intuit product line, not a very big fan (reasons outside of this thread's scope). I was just asking about checks by phone because you've mentioned it in your post. I've been using several "check by phone" softwares for nearly 20 years (on and off)...

            A question regarding Intuit though. When you send an invoice to your client, can you select to only accept a check or does it force you to offer all forms of payment? In the past, you couldn't send an invoice with 'pay by check" only. That was one of the reasons, I wouldn't sign up with them back then.
            {{ DiscussionBoard.errors[10468796].message }}
            • Profile picture of the author savidge4
              Originally Posted by SirThomas View Post

              A question regarding Intuit though. When you send an invoice to your client, can you select to only accept a check or does it force you to offer all forms of payment? In the past, you couldn't send an invoice with 'pay by check" only. That was one of the reasons, I wouldn't sign up with them back then.
              No it does not allow for that. For that specifically I do have an account with my bank that allows the same type of function ( send a bill with a payment button ) that directs them for a ACH payment only.

              The bank service is the one I currently use the most.. the primary reason being I can set this for re-occurring billing. So the 25th of each month it sends the e-mail. the bad side of this is I have to go in and manually confirm payment, where as the intuit solution does that for you ( if set up correctly - and will send payment reminders )

              The secondary reason in my case is I currently bill about 80% in foreign currency, My bank allows for the conversion expense to be taken from my side of the payment vs the clients side. Its bad enough in some cases that the conversion is .25 per dollar in my favor, but the added expense of the conversion as I see it is a part of MY doing business, and should not be left to the payer. This is one of those little things that people notice and that may cause friction in the business relationship.

              The other more business side of this conversation would be why do it this way vs other payment options IE Visa MasterCard or even PayPal. with an ACH type payment, there really is no easy method to retract the payment. There is no such thing as a "Stop Check" because in some cases the payment is instant. there is no disputing the charge... again the nature of the payment does not allow for this.

              So the use of this option diminishes risk for your business. If you get paid.. using ACH you "stay" paid. and trust me there is nothing worse than doing work and 2 months later getting hit with a dispute of charges and losing... been there, done that, don't really want to revisit that. lol
              Signature
              Success is an ACT not an idea
              {{ DiscussionBoard.errors[10468807].message }}
              • Profile picture of the author SirThomas
                Originally Posted by savidge4 View Post

                So the use of this option diminishes risk for your business. If you get paid.. using ACH you "stay" paid. and trust me there is nothing worse than doing work and 2 months later getting hit with a dispute of charges and losing... been there, done that, don't really want to revisit that. lol
                Yeah, I know what you mean. That's why 20 years ago I decided to use check by phone software. In the 90's, I used to run a lot of lead generation service for "biz-opp" crowd. Back then I was still accepting credit cards... I got an order for full page ads in biz opportunity magazines and card decks for a brand new mlm start up. It was worth several thousand dollars. By the time the ads in those publications hit the market (stores and direct mail), the group that placed the order got into a fight with that mlm company's owners and soon left for a new opportunity... They also remembered to dispute the entire charge for advertising through their credit card company! Since then, I only used merchant accounts for digital stuff that's easy to produce... :-)
                {{ DiscussionBoard.errors[10468877].message }}
                • Profile picture of the author TCFKen
                  I run a lot of FB ads for niche markets we're involved in. By far the best way to do it is to build an email list and send content over time, and within the funnel make an opt in for a consultation.

                  Any type of high ticket sale is going to require selling over the phone/in person.. that's how you want to adapt your funnel. From there qualify them through forms.

                  We've brought in some really great clients this way.
                  Signature
                  Want to Bring On High Ticket, 5 Figure Clients Worth $20,000 & More?

                  Watch How We Brought in 7 High Ticket Clients in 19 Days Using a Simple 2-Step Marketing Strategy...


                  {{ DiscussionBoard.errors[10471574].message }}
  • Profile picture of the author GregtheWriter
    Savidge, can you use intuit to make sales forms on your actual website?

    Or have them do a kind of "add to cart" function for an upsell? (For example, someone buys widget A and enters their credit card info to buy it, then the upsell happens for widget B where they can choose whether to add that to the cart or not).

    I notice that's how most of those funnels work at least, not sure what they use.

    I've heard good things about intuit/quickbooks for reporting but never have used them haha
    Signature
    Free Video Series Show You the Exact Tools Six-Figure Affiliate & Network Marketers Use
    Attract. Sponsor. Build an Empire.

    {{ DiscussionBoard.errors[10468696].message }}
    • Profile picture of the author savidge4
      Originally Posted by GregtheWriter View Post

      Savidge, can you use intuit to make sales forms on your actual website?

      Or have them do a kind of "add to cart" function for an upsell? (For example, someone buys widget A and enters their credit card info to buy it, then the upsell happens for widget B where they can choose whether to add that to the cart or not).

      I notice that's how most of those funnels work at least, not sure what they use.

      I've heard good things about intuit/quickbooks for reporting but never have used them haha
      Since I know you will being using wordpress and woocommerce? https://www.woothemes.com/products/intuit-qbms/ its a bit of a customization to get that type of functionality but by all means it can be done... you could also look at this: https://www.woothemes.com/products/product-add-ons/ and this may be all you would need.
      Signature
      Success is an ACT not an idea
      {{ DiscussionBoard.errors[10468708].message }}

Trending Topics