CASE STUDY

How Tick Those Boxes drives leads every day, sales every week & clients every month

Darren Finkelstein is known as The Accountability Guy®

He is an international accountability coach, business advisor, mentor, author and speaker helping high-performing goal-kickers to achieve even more success in work and in life.

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CASE STUDY

How Tick Those Boxes drives leads every day, sales every week & clients every month

Darren Finkelstein is known as The Accountability Guy®

He is an international accountability coach, business advisor, mentor, author and speaker helping high-performing goal-kickers to achieve even more success in work and in life.

You can’t buy happiness, but Getting Sh!t Done is pretty much the same thing

Darren Finkelstein

You can’t buy happiness, but Getting Sh!t Done is pretty much the same thing

Darren Finkelstein

The Opportunity

Darren wanted better results, streamlined processes and focused outcomes from his digital marketing activities and assets.

To achieve these goals, he set up a Facebook ad campaign to attract suitably targeted audiences to ‘The Accountability Scorecard’ - a diagnostic and lead qualification tool developed by Scoreapp.com and Darren.

Next, he installed an email marketing program to follow up leads with an onboarding sequence and a weekly newsletter.

Darren chose Mailchimp for this because it looked far less complex than other CRM’s on the market.

Finally, he used his weekly newsletter as a platform to introduce his accountability products and services to email subscribers.

These include his book “The Accountability Advantage”, a new online course “Accountability Made Easy” and his flagship coaching program “Tick Those Boxes”.

Challenges
Once a performance baseline had been established, Darren invited me to review the results of his digital marketing strategy with a view to improving his return on ad spend, simplifying and automating his CRM process and clarifying his product offers.

Our audit revealed…

Costly Ads 😓

Darren had no idea he was wasting hundreds of dollars a month on Facebook ads because the default settings on his ad account and campaigns were sub-optimal.

A Complicated Backend 😒

Without a cohesive CRM strategy, the resulting complexity made it impossible to reach every contact with a single email campaign.

And worse, a technical glitch was blocking leads from being added to his database automatically - which meant the precious scorecard leads were not being followed up at all.

Confusing Offers 🤔

Subscribers could buy Darren's book, enroll in his online course or sign up for a private coaching session. The choices were overwhelming and there wasn't a clear or obvious next step after taking the scorecard.

If left unchecked, these issues could derail Darren’s goal for better results, streamlined processes, and focused outcomes from his digital marketing activities and assets.

The Solution

Solution Step 1
Better Results

Our priority was to improve results, which first of all meant stop wasting money on Facebook ads.

We began with my tailored ‘Facebook Ads Rescue Package’ that would optimise Darren’s ad account and campaign settings to attract suitably targeted audiences to ‘The Accountability Scorecard’.

As a result, we tripled of the number of leads for the same ad budget, saving Darren $17,400 a year in ad spend.

Solution Step 2
Streamlined & Automated Processes

To streamline the follow up process, we created a unified CRM strategy aligned with Darren’s customer journey and created well-documented standard operating procedures that other team members could easily understand and implement.

Multiple email lists were consolidated in to a single audience and contacts are now tagged and segmented according to their entry point. The weekly newsletter, which was previously being published manually, was automated to eliminate human error.

And because everything is now being done automatically, Darren was able to improve his own productivity by replacing his expensive marketing agency with a virtual digital marketing assistant.

Solution Step 3
Focused Outcomes from Digital Marketing Activities & Assets

Finally, we created an irresistible offer for prospects by packaging Darren’s information products into a single bundle that represents incredible value for money. This provides a clear and obvious next step for anyone seeking to improve their accountability score.

Since the fulfillment costs of the digital products are negligible, Darren now gets paid for facilitating strategy sessions which he previously offered free of charge.

The Solution

Solution Step 1
Better Results

Our priority was to improve results, which first of all meant stop wasting money on Facebook ads.

We began with my tailored ‘Facebook Ads Rescue Package’ that would optimise Darren’s ad account and campaign settings to attract suitably targeted audiences to ‘The Accountability Scorecard’.

As a result, we tripled of the number of leads for the same ad budget, saving Darren $17,400 a year in ad spend.

Solution Step 2
Streamlined & Automated Processes

To streamline the follow up process, we created a unified CRM strategy aligned with Darren’s customer journey and created well-documented standard operating procedures that other team members could easily understand and implement.

Multiple email lists were consolidated in to a single audience and contacts are now tagged and segmented according to their entry point. The weekly newsletter, which was previously being published manually, was automated to eliminate human error.

And because everything is now being done automatically, Darren was able to improve his own productivity by replacing his expensive marketing agency with a virtual digital marketing assistant.

Solution Step 3
Focused Outcomes from Digital Marketing Activities & Assets

Finally, we created an irresistible offer for prospects by packaging Darren’s information products into a single bundle that represents incredible value for money. This provides a clear and obvious next step for anyone seeking to improve their accountability score.

Since the fulfillment costs of the digital products are negligible, Darren now gets paid for facilitating strategy sessions which he previously offered free of charge.

The Results
How we helped Darren achieve his digital marketing goals

GOAL: Better Results

Outcome: Savings of $17,400 a year in advertising budget
Tick Those Boxes is now more PROFITABLE

GOAL: Streamlined & Automated Processes

Outcome: Improved productivity for Darren and his team
Tick Those Boxes is now more MANAGEABLE

GOAL: Focused Outcomes

Outcome: One clear and compelling product offer
Tick Those Boxes is now more SCALABLE

The Results
How we helped Darren achieve his digital marketing goals

GOAL: Better Results

Outcome: Savings of $17,400 a year in advertising budget
Tick Those Boxes is now more PROFITABLE

GOAL: Streamlined & Automated Processes

Outcome: Improved productivity for Darren and his team
Tick Those Boxes is now more MANAGEABLE

GOAL: Focused Outcomes

Outcome: One clear and compelling product offer
Tick Those Boxes is now more SCALABLE

“I think I got myself into quite a pickle…

Darren explains how he went from wasting time, money and opportunities on his marketing strategy to having a cost-effective and streamlined process for generating and following up leads automatically.

Find out how

Garry Robinson can make YOUR digital marketing strategy more profitable, manageable and scalable…