RESOURCE GUIDE:

BEFORE WE GET STARTED...

CongratulAtions

First of all, we would like to congratulate you on your decision to invest in your database.  We promise you that if you follow the steps within Database Gold you will receive an ROI that exceeds every other lead source…and you will have more fun doing it!

How to use Database GOld

Before we jump right into the content we want to make sure you know how to best utilize Database Gold to your benefit.

There are two ways to access the content within Database Gold:

Step By Step

We highly recommend following Database Gold step-by-step through the modules as they are designed in a specific order for you to maximize your opportunity.

Pick & Choose

Once you have completed all the modules you can then use Database Gold as a resource to return to as you continue to develop your Customer Loyalty Program.

Modules & Sections

For your convenience we have divided Database Gold into MODULES and SECTIONS.

MODULES are the major milestones associated with developing your Customer Loyalty Program.

SECTIONS are the steps within each of the modules to provide detailed how-to’s to implement that part of the Customer Loyalty Program.

You have immediate access to ALL MODULES.

Text, images and video are used throughout Database Gold to deliver information to you in the best format possible so you can quickly and easily implement the strategies provided.

Here’s an overview of each MODULE:

MODULE 0: Database DiAGNOSTIC

Before building a strong and sustainable Database Marketing Program you need to know the incredible opportunity ahead of you, what obstacles you may encounter and determine where your starting point is.

SECtiONS:

SECTION 1: Exponential Opportunity

SECTION 2: Eliminating Obstacles

SECTION 3: Database Diagnostic

MODULE 1: Re-Engage with Letter

Perfect is the enemy of good.  MODULE 1 will get you going so you can start seeing results as quickly as possible.

SECtiONS:

SECTION 1: Designing Your Database

SECTION 2: Relationship Building

SECTION 3: Introducing Your customer loyalty program

MODULE 2: GATHER CLIENT INFO

You’ve introduced Your Customer Loyalty Program and now it is time to implement the three core areas of your Customer Loyalty Program.

SECtiONS:

SECTION 1: Information Gathering

SECTION 2: Your 20%

SECTION 3: Year ONE

MODULE 3: BIRTHDAYS & ANNIVERSARIES

With information in hand it is now time to use that to better connect and get personal with your database.

SECtiONS:

SECTION 1: Birthdays

SECTION 2: Anniversaries

SECTION 3: Life Events

MODULE 4: ACKNOWLEDGING Referrals

One of the main reasons people stop referring is because they were not acknowledged or appreciated for doing so.

SECtiONS:

SECTION 1: Acknowledge Referrals

SECTION 2: Show Appreciation

SECTION 3: Being Systematic

MODULE 5: Phone Calls

Call reluctance occurs due to fear.  We will eliminate the fear by giving you ways to stay in touch with your database via phone in a meaningful and valuable way.

SECtiONS:

SECTION 1: When to Call

SECTION 2: What to Say

SECTION 3: What to listen for

MODULE 6: Emails

Email is a fantastic way of staying top of mind without being intrusive.  Staying in contact regularly will provide your database with easy access to your contact information so they can easily refer.

SECtiONS:

SECTION 1: When to Email

SECTION 2: What to Send

SECTION 3: how to engage

MODULE 7: Mailers

There are two main categories of people you must appeal to and you will learn exactly how with an effective mail program.

SECtiONS:

SECTION 1: Touch the Heart

SECTION 2: Appeal to the brain

SECTION 3: When to Mail

MODULE 8: Yearly CheCkup

Every year you have an opportunity to add value and stand out as a professional.  Don’t miss this opportunity.

SECtiONS:

SECTION 1: Yearly CheckuP

SECTION 2: Executing

SECTION 3: Follow Thru

MODULE 9: GIFTS

Everyone loves getting packages in the mail.  It is the first thing they want to open.  You will create your gift program to stay in touch, have some fun, and generate referrals.

SECtiONS:

SECTION 1: When to Send

SECTION 2: Gift Recipe

SECTION 3: Follow Thru

MODULE 10: SOCIAL MEDIA

Facebook & Instagram are a part of our world whether you like it or not.  You can use these platforms to identify opportunities and stay engaged with your database.

SECtiONS:

SECTION 1: Gathering Places

SECTION 2: Using Social media

SECTION 3: High-Tech to High-Touch

MODULE 11: EXTRAOrdinary EVENTS

Events create an amazing opportunity to provide value and get face to face with your most valued clients.  And your database will love it, even if they don’t attend…if you do it right!  

SECtiONS:

SECTION 1: How Often

SECTION 2: EXTRAOrdinary EVENTS

SECTION 3: Before & After

MODULE 12: SegmeNTING

As you start generating results from your database you will eventually get to the point where you realize you can’t stay in touch with everyone…if you’re not there already.  It will be impossible to have meaningful relationships with everyone.

SECtiONS:

SECTION 1: RFM Model

SECTION 2: 20%, 4%, 1%

SECTION 3: The Plan

The Framework

Anything great takes time to build.

Once you complete all 12 modules of Database GoldTM you will have an incredible database marketing program following this framework:

80%

Year 1

20%

4%

1%

Monthly
Monthly
Monthly
Monthly
Monthly
Every 2 to 3 Weeks
Every 2 to 3 Weeks
Every 2 to 3 Weeks
Every 2 to 3 Weeks
Every 2 to 3 Weeks
Annually (other than annual review)
Quarterly
Quarterly
Every 1 to 2 Months
Every 1 to 2 Months
SlyBroadcast, Email & Online Form
Call
Face-to-Face Meeting, Video Conference or Face Time Call
Face-to-Face Meeting
Face-to-Face Meeting
Call, Text Message or Handwritten Note
Call, Text Message or Handwritten Note
Small Gift
Small Gift
Small Gift and Face-to-Face every 2 to 3 Referrals Received
Direct Message or Text Message
High-Tech to High-Touch Small Gift
High-Tech to High-Touch Small Gift
High-Tech to High-Touch Gift and/or Face-to-Face
High-Tech to High-Touch Gift and/or Face-to-Face Visit
SlyDial or Text Message
Video Text Message or Card
Video Text Message or Card
Video Text Message, Card and/or Small Gift
Video Text Message or Card AND Small Gift
Direct Message, Text Message or Call
Direct Message, Text Message or Call
High-Touch Gift or Card AND Call
High-Touch Gift or Card AND Call
High-Touch Gift or Card AND Call
-
Every 2 to 3 Months
Every 2 to 3 Months
Monthly
Monthly
Annually
Every 3 to 6 Months
Every 3 to 6 Months
Every 3 to 6 Months
Every 3 to 6 Months

Interactive version available on desktop.