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60 Perfectly-Worded Christmas & Holiday Greetings

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60 Perfectly-Worded Christmas & Holiday Greetings

You see and hear happy holiday messages everywhere during this time of year, and yet when it comes time to write your own greetings, whether for friends, family, customers, or coworkers…your brain conks out and things just aren’t coming out like you expected…

holiday christmas card greetings - dog christmas card meme

Don’t worry. We’ve got almost 60 perfectly-worded holiday greetings and messages that you can use for your emails, cards, social posts, texts, and more. Plus, holiday email headers you can use!

Table of contents

All of these greetings are pretty versatile and interchangeable, but I’ve grouped them so that you aren’t bombarded with an endless list, and also because, you know, SEO.

Jump to holiday greeting messages for:

Friendly holiday greetings & messages

Let’s start off with some general holiday greetings and messages that you can use for any crowd. These are pretty standard, but if you’re looking to spice things up a big, check out my guide to cliche-free holiday copywriting.

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  • Holiday greetings to you and the ones you spend it with! May this time of year shine light on your blessings and bring new ones in the year to come.
  • Happy holidays! We hope this year’s season fills you up with the things that mean most to you and energizes you for a happy and healthy new year.
  • Seasons greetings! Wishing you all the joy, peace, and love that this time of year brings.
  • Happy holidays! Sending you love, light, and laughter for good memories and a bright and healthy 2023.
  • Happy holiday greetings to you and yours! Here’s to a cheerful present, a well-remembered past, and a prosperous year ahead.
  • Greetings to you during this bright time of year! May you experience the light of laughter, the warmth of love, and the joy of gratitude this season and beyond.

holiday greetings and messages - happy holidays email headerholiday greetings and messages - happy holidays email header

Short Christmas wishes & messages

These short Christmas wishes and messages can be a nice addition to your email signatures or holiday Instagram captions.

  • Yes, it’s been said, many times, many ways, but we still mean it just as much! Merry Christmas!
  • A silent night, a star above, a blessed gift of hope and love. Merry Christmas.
  • Wishing you all the blessings and joys of Christmas and a bright year ahead.
  • Peace, youth, and happiness for you this Christmas and every other!
  • Wishing you a fabulous Christmas filled with good cheer, good beer, and memories of a wonderful year.
  • A little more sparkle, a little less stress, may that be your motto this Christmas!

Inspirational Christmas messages

If you’re feeling more of the core values vibe, try out these inspirational Christmas messages:

  • This Christmas, may your blessings be many, your worries few, and days spent with those who mean the most to you.
  • The best Christmas gifts are the ones we’ve had all year: a roof over our heads, food in the fridge, and family to enjoy it with. May the richness of gratitude be yours this Christmas!
  • Merry Christmas! Enjoy the presents under the tree, the people that put them there, and the extra spark of gratitude the season brings.
  • Christmas is a time to believe in something greater than yourself—even for just one night.
  • May the peace and joy of Christmas live in your heart all year long.
  • “Christmas is forever—not just for one day. For loving, sharing, and giving are not to put away.” – Norman Wesley Brooks

holiday greetings and messages - happy holidays email headerholiday greetings and messages - happy holidays email header

Business Christmas & holiday card messages

Sending out a holiday email, postcard, Christmas card, or social post? Look no further than these holiday greetings for business:

  • No updates, announcements, flyers, or brochures; simply warmth, joy, and peace from our crew to yours!
  • To our coworkers, customers, partners and pals: Merry Christmas, Happy Hanukkah, and Happy Kwanzaa to all!
  • Merry Christmas and happy holidays to everyone in the [business name] family! You make us shine bright and we can’t wait to serve you next year.
  • Happy holidays from all of us here at [business name]. We appreciate your business and look forward to being your [service] provider in the new year!
  • This time of year, our thoughts turn gratefully to our customers, partners, and suppliers who make our success possible. We thank you for all that you do, and wish you all the best this holiday season and beyond.
  • The end of the year brings no greater joy than the opportunity to express how grateful we are for our customers and partners. Happy holidays to all of you, and may your new year be filled with happiness and success.
  • In warm appreciation of your loyalty during the past year, we extend our very best holiday wishes to you and your loved ones. Enjoy this time of year, and we’ll see you in the next one!
  • Dear [name]: Without your loyalty and support this year, we wouldn’t be where we are. We are so grateful for that! Thank you, happy holidays to you, and a happy new year too!
  • From everyone at [name of business], happy holidays! Thank you for your loyalty to us. Put your feet up and have a well-deserved rest this season. We’ll see you again next year!
  • From all of us here at [business name]: Thank you for all the great business this year. Let’s sit back, relax, and celebrate, and then get ready to do it all again! Wishing you a Merry Christmas and a Happy New Year.

holiday greetings and messages - seasons greetings email headerholiday greetings and messages - seasons greetings email header

Christmas & holiday card messages for clients

Your client relationships are the lifeblood of your business. If you’re sending something specific to them this season, try out these holiday card messages for clients and customers.

  • During the holiday season, as we reflect on the good things we have, we think of partners like you. We appreciate what a pleasure it is to work with you, and hope that the holidays and the coming year will bring you happiness and success.
  • Dear [client], we know that finding a [service] provider is not easy, and we’re so glad you’ve placed your trust in us. We wish you the very best this holiday season and look forward to working with you in the new year!
  • As the year draws to a close, we look back with appreciation for your loyalty and look forward with excitement to a new year of more great work together. Have a wonderful holiday, we wish you all the best!
  • Dear [client name]. The holidays are filled with good will and cheer, but you bring that to our office year-round. We are so appreciative of that, and we can’t wait to see you again next year. May your season be merry and bright, and your new year filled with delight!
  • At this special time of year, we give thanks for clients like you who make our jobs enjoyable and our lives more fulfilling. Thank you for being you. From all of us at [company name]
  • Season’s greetings from the very merry team at [company name]. You keep us glowing and bright all year round, and we look forward to meeting your [industry] needs you in the coming year! Thanks for being you. Happy holidays and new year too!
  • Happy holidays to all of our clients! It is truly a privilege to work with you all year. Wishing you a season of joy and another year of success together!
  • Oh what fun it is…to work with clients like you! From the [business name] team, we send our deepest thanks and warmest wishes for a happy holiday season and a healthy new year.
  • As we celebrate and give thanks, what better time to tell you, our clients, how grateful we are for your confidence in our business. Working with you year-round is an honor and a privilege, and we look forward to continuing our partnership next year. Wishing you and your loved ones a very Merry Christmas and a Happy New Year!
  • Seasons greetings to you, our awesome clients! It’s been an absolute pleasure working with every single one of you during these past 12 months. Let’s make [new year] even better. Until then, rest up, celebrate your blessings, and enjoy your season!
  • Dear [client]: There is no way other businesses have it this good. How do we know? Because they don’t have you as their client! Working with you is such a pleasure. Thanks for making it so. Have a Merry Christmas and happy holiday season!

holiday greetings and messages - happy holidays email headerholiday greetings and messages - happy holidays email header

Happy holiday wishes to clients

Too late to send a card? Share these happy holiday wishes to clients in a holiday social post or email:

  • Tis’ the season for us to tell you how much you mean to us. (Spoiler: It’s a lot.)
  • During this season of giving, we’d like to give a big thanks to you for being such a loyal client. You make our days merry and bright all year round! Wishing you a peaceful, joyful holiday season and an even better year than the last!
  • Happy holidays everyone! Whatever this season brings for you, may it be filled with all the love and light you deserve. We’ll see you soon!
  • To all our clients: We are so grateful for your hard work, your loyalty, and your faith in our business. We have accomplished so much together this year, and we can’t wait to do it again! Until then, have a Merry Christmas and a happy holiday season!
  • In the brightest of seasons, may you find many reasons for happiness. Happy holidays to all of our clients, and cheers to an even better year to come!
  • Happy holidays to all of our clients! Without you, our success would not be possible. Thank you for your loyalty and your hard work. Looking forward to another great year together!

Holiday wishes for staff

All this talk about thanking your customers, don’t forget about your employees! Here are some warm holiday wishes for staff:

  • Happy holidays to an incredible team! Without your talent, teamwork, and tenacity, we wouldn’t be looking back on such a successful year. Take some well-deserved rest, enjoy some hard-earned fun, and get ready for round 2[023]!
  • Seasons greetings to each and every one of you! Working with you this year has been a privilege in more ways than one, and I am so grateful for all of your hard work. Enjoy your time with family and friends, and we’ll rendezvous soon!
  • Wishing you all a happy, healthy holiday season and some well-deserved rest and relaxation! Thank you for your daily dedication to our mission and for making every day in this office bright. Looking forward to seeing what exciting adventures await us next year!
  • Happy holidays to you and your families. May the season be one of joy, celebration, and warmth and the year to come filled with health and new blessings.
  • May this Christmas end the year on a cheerful note, and make way for a fresh and bright New Year. Have a very Merry Christmas and a Happy New Year!
  • Merry Christmas to a team that makes this office merry and bright!

 

holiday greetings and messages - seasons greetings email headerholiday greetings and messages - seasons greetings email header

Holiday wishes for coworkers

And last but not least, here are some Christmas and holiday wishes you can put in your cards and messages to coworkers:

  • Working with you is a gift every day of the year! Thanks for being you, enjoy your holiday season, and see you again next year!
  • Merry Christmas and happy holidays, [name]. May the closeness of friends and the comfort of home renew your spirits this season.
  • Happy holidays to my favorite coworker! I don’t know where I’d be without you. I’m so grateful for all you’ve taught me this year. I hope this season is filled with bright blessings and new memories that will stay with you for years to come.
  • Happiest of holidays to the happiest of coworkers. Your positive energy inspires me every day. May your holiday season be as bright as you are!
  • Wishing you a happy holiday season and a new year filled with blessings! Working with you this year has been a joy and a privilege. Excited to see what we can achieve together next year!

Want more than these Merry Christmas wishes?

If you’re looking for even more ways to incorporate the Christmas and holiday season into your marketing copy, check out these resources:

if you’re greetings for other holidays in the year, check out these:

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18 AI Tools for Your Marketing Agency to Try in 2024

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18 AI Tools for Your Marketing Agency to Try in 2024

Efficiency is the key to running a profitable marketing agency. AI tools for marketing agencies help increase efficiency while maintaining—or increasing—the quantity and quality of work your team produces.

Those are all great outcomes. But with new AI tools sprouting like weeds, where do you start?

Here, you’ll find a brief overview of what AI tools can do for your marketing agency and a list of 18 AI tools to try. We’ve grouped the list by use case, so you can start with the ones that’ll have the greatest impact.

Table of contents

❓ Want to know what 300 agencies think about pricing, services, and challenges? Download our free State of the Digital Marketing Agency report.

What are the benefits of an AI tool for your marketing agency?

Every marketing agency can use AI to its advantage. Here are a few ways it can help yours.

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Brainstorm ideas

AI writing tools and search engines can spark new ideas for your marketing content and campaigns.

Prompt an AI tool with questions like, “What are 20 B2B pain points companies face in the [input] industry?”. Or try, “Give me 50 campaign ideas to attract new customers in the [input] industry.”

While you have to verify accuracy and weigh different ideas, it’s a great starting point to get in a creative flow.

AI tools for marketing agency: Screenshot of a prompt and response from ChatGPT.

In this example, I type a question into ChatGPT, and it gives me 20 blog topic ideas to help brainstorm future articles.

Automate repetitive tasks

AI marketing agency tools help reduce predictable tasks. Whether hitting publish or transferring an inbound marketing piece to WordPress, you can save hours with efficient automation.

You can save precious hours you would have spent doing grunt work and instead use them to strengthen your marketing strategy and produce more materials.

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Reach new markets

AI platforms can identify audience segments you hadn’t thought of before. You can also reach more markets by automating your process and easily repurposing different content mediums for new platforms.

Many opportunities exist to reach new markets with impressive research and content creation tools.

Reduce avoidable human error

Using the power of machine learning and AI, marketing AI tools can identify and correct errors before your clients see them.

A tool like Grammarly, for example, can correct grammar and spelling errors and improve phrasing automatically. AI is a great option that helps the marketing team be more productive while avoiding common issues.

Save on costs

Whether you need to save on production value with videos or crank out first drafts of social media content, there are plenty of areas where you can save time, labor, and money on daily marketing tasks.

That gives you and your team more time and energy to focus on the most essential, important tasks.

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Now that we know the benefits of AI marketing agency tools, let’s review some of the best ones.

💡 Want more? Get your free guide to AI in marketing and see how you should and shouldn’t use this revolutionary technology.

Top AI tools for your marketing agency

Most AI marketing tools are built for a specific purpose, like writing new copy or automating a workflow. That’s how we’ve categorized this list, based on the primary challenge each tool tackles.

AI tools for content creation

AI copywriting tools have received the most spotlight in recent years. That’s helped fuel the creation of innovative generative AI tools with a growing list of useful features.

Since content isn’t all copy, we’ve included platforms that help you create and edit video and image assets, too.

1. ChatGPT

ChatGPT-3.5 and ChatGPT-4 (Open AI continues to create new versions) have led the AI writing craze by offering one of the most accessible copywriting tools.

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AI tools for marketing agency - ChatGPT homescreen. AI tools for marketing agency - ChatGPT homescreen.

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The platform is excellent for brainstorming. If you’re working on an email newsletter, social media campaign, or blog article, you can ask for ideas, outlines, lists, and many other starter materials to help you save time.

Some marketing agencies use it for content development, though there are risks in trusting its accuracy. Plus, the output often feels “AI-written.” But it’s a great trusty sidekick to get projects started and boost your marketing efforts.

Pricing: ChatGPT-3.5 is free to use, ChatGPT-4 starts at $20 per month.

2. Jasper

Jasper is another great AI writing solution built for teams and creative workflows.

AI tools for marketing agency - Jasper homescreen.AI tools for marketing agency - Jasper homescreen.

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You can efficiently work with the platform for quick project creation and execution. The tool offers prompts and automates the “human” part of AI writing by incorporating your brand voice.

The tool also helps you write more factually (compared to ChatGPT) and on-brand.

Pricing: Plans start at $59 a month (billed annually).

3. Copy.ai

An alternative to Jasper, Copy.ai helps marketing teams automate blog briefs, create copy (like scraping URLs for AI ad copy), and accelerate other writing tasks.

AI tools for marketing agency - Copy.ai homescreen.AI tools for marketing agency - Copy.ai homescreen.

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Copy.ai has many prompts and tools to help guide your writing queries for better results.

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Pricing: Copy.ai is free to use with limited words. Upgrade to unlimited words for $36 monthly (annual plan).

4. Typeframes

This clever AI tool creates videos in just a few minutes. If you want to advertise a new product or create buzz for an event, Typeframes is the platform for you.

AI tools for marketing agency - Typeframes homescreen.AI tools for marketing agency - Typeframes homescreen.

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Easily type a few words, and the tool automatically makes a video. You can add music, animations, images, and other effects. It’s a great way to ship new ideas and campaigns with a fraction of the time and money you’ve spent in the past.

Pricing: Typeframes starts at $24 monthly (on the annual plan).

5. Midjourney

Midjourney is designed to make image creation easy.

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AI tools for marketing agency - Midjourney homescreen.AI tools for marketing agency - Midjourney homescreen.

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Using Midjourney, marketing agencies can make stunning, cinematic-style artwork that looks detailed and eye-catching. You can generate any style image in seconds. Whether it’s a realistic photo of customers enjoying your client’s offering with emotional benefits, a painting, or cartoon-style artwork, Midjourney will spin it up with a couple of prompts.

Midjourney can help save on specific stock photo needs or even give your design team a head start on a campaign.

Pricing: The platform starts at $8 monthly (billed annually).

6. Grammarly

Grammarly is an editing tool that spots and corrects your grammar and spelling errors. And its AI additions help you create content, too.

AI tools for marketing agency - Grammarly home screen. AI tools for marketing agency - Grammarly home screen.

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Use Grammarly to find awkward phrasings and passive sentences. It’ll also help you reword copy for a better read. The addition of generative AI gives Grammarly the power to suggest new ways to write existing text or help you start writing something completely new.

The platform is a must, and it will save you lots of time (and embarrassing moments like that one time you spelled “expresso” instead of “espresso”).

Pricing: Grammarly is free to use (with upgraded plans available).

AI tools for social media management

Social media is one of the fastest-moving components of marketing. Your clients need you to publish often, engage with their followers, and listen for trends and consumer needs. It’s not an easy job, so AI tools are pivotal to helping automatize and strengthen your agency’s strategy.

These tools automate repetitive social media marketing tasks so you can achieve greater returns for your clients.

7. FeedHive

FeedHive started as a scheduling and publication tool, but has since invested in powerful AI features to make social media content creation better and easier.

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AI tools for marketing agency -FeeHive home screen. AI tools for marketing agency -FeeHive home screen.

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Now the platform helps you create new posts and get them published faster.

FeedHive’s AI collects analytics so you can get more information on your results. The platform also provides an AI chat assistant built on GPT technology. It helps with social media performance predictions and suggestions (like suggesting the best time to post).

Pricing: FeedHive offers an agency plan for multiple clients at $239 a month (billed annually).

8. Hootsuite OwlyWriter AI

Hootsuite is an early entrant in the social media management space, and it’s recently evolved to add AI capabilities.

AI tools for marketing agency - OwlyWriter AI home screen.AI tools for marketing agency - OwlyWriter AI home screen.

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For example, Hootsuite’s OwlyWriter AI is designed to quickly create captions and generate post ideas for all your accounts and segments. It’s a great way to utilize Hootsuite’s winning social media technology with a built-in writer—all in one place.

Pricing: OwlyWriter AI is free for a limited time to Hootsuite users.

9. Lately.ai

Lately.ai creates social media posts from your existing content.

AI tools for marketing agency - Lately.ai home screen.AI tools for marketing agency - Lately.ai home screen.

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It’s hard to develop great social media content consistently. But what if I were to say you and your clients already have hundreds of social media posts hiding in the middle of all the other content you’ve created?

Lately.ai pulls all that dormant content from existing web pages, articles, documents, and ebooks. Then it uses AI to turn long-form assets into social media copy so you can publish more relevant and valuable posts with less effort.

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Pricing: Lately.ai offers plans based on your number of social channels, with its first package starting at $49 monthly.

AI tools for automation

One of the best use cases for AI is streamlining operational tasks. Below are a few great platforms to improve key parts of your process.

10. Wordable

Transferring content from Google Docs to a CMS like WordPress can take thousands of hours and dollars. Between formatting posts and optimizing them for SEO, publishing content is a huge time sink. Wordable does it in one click.

AI tools for marketing agency - Wordable home screen.AI tools for marketing agency - Wordable home screen.

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The platform takes your Google Docs to WordPress, HubSpot, and Medium. It retains your format, headers, and HTML elements. The app saves you time, so you can focus on publishing more content.

Pricing: Wordable offers a limited plan for free. The paid plan is $50 a month.

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11. Zapier

Zapier is a no-code solution that automates almost any repetitive task.

AI tools for marketing agency - Zapier home screen.AI tools for marketing agency - Zapier home screen.

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It works by connecting different platforms with APIs so they work together. If you start a new Word doc for each client project, then create an event in Asana, and generate a bill in an accounting tool, Zapier will link those platforms so it all happens as soon as you create the Word doc.

It’s a great platform for building your own AI solution as you face many predictable actions in your marketing agency.

Pricing: Zapier has a limited free plan with the option to upgrade, starting at $19.99 monthly (billed annually).

12. Taskade AI

If you need a great marketing project management tool, this might be for you. Taskade AI generates task lists and mind maps. It also helps you set up agendas and workflows—all with AI.

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AI tools for marketing agency - Taskade home screen.AI tools for marketing agency - Taskade home screen.

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You can collaborate in your workplace and even utilize in-app AI assistance. It’s project management and strategy empowered by AI technology.

Pricing: The platform starts at $19 monthly (billed annually).

AI tools for chatbots

If you’re looking for a way to connect with clients on your agency website or onboard them for your app or portal, these AI solutions will help.

13. Drift

The Drift app is great for communicating with your clients and prospects 24/7. The B2B chatbot uses Drift technology called Conversational AI, which automates conversations.

AI tools for marketing agency - Drift home screen.AI tools for marketing agency - Drift home screen.

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The platform is designed to improve your sales pipeline to get more clients. The one downside is that it can be costly, but if it benefits your clients directly (or your agency), the revenue it generates might be worth it.

Pricing: Drift starts at $2,500 monthly.

14. HelpHub by CommandBar

HelpHub is another AI chat solution that learns from your resources, marketing website, content, and more to answer visitor queries on your agency website.

AI tools for marketing agency - HelpHub home screen.AI tools for marketing agency - HelpHub home screen.

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You can equip your clients and prospects with 24/7 assistance powered by AI technology and trained by your documentation.

Pricing: The starter plan is $249 monthly.

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15. Perplexity

The Perplexity AI search platform is handy for content marketing research. You can get it as a browser extension and ask questions as you work on a piece.

AI tools for marketing agency - perplexity home screen.AI tools for marketing agency - perplexity home screen.

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The bot answers you with multiple citations so you can verify the information, dig deeper, and link to sources if necessary (that’s a big win for AI writing!).

The app offers unique answers and resources that help you save time and escape a jam.

Price: Perplexity is free to use. Users can also upgrade to the Pro plan at $20 a month.

AI tools for SEO research

Research is the foundation of any successful SEO strategy. Here are the top tools you can use for your agency.

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👋 Finding the perfect keywords is a snap with our free Keyword Tool.

16. Keyword Insights

Keyword Insights’ AI technology identifies thousands of keyword ideas, puts them into topic clusters, and helps you create content.

AI tools for marketing agency - Keyword Insights home page.AI tools for marketing agency - Keyword Insights home page.

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It’s a great automated tool for research, but it also helps you plan and outline your strategy. When you are ready to produce content, you click a button, and the information and brief go right to your content writer.

Pricing: The basic plan starts at $58 a month.

17. Clearscope

Clearscope uses AI technology to identify competing website pages and their common keywords, then analyzes your content for comparison. This can shave hours off the time you spend on each piece.

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AI tools for marketing agency - Clearscope home screen.AI tools for marketing agency - Clearscope home screen.

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With Clearscope, you input your content and improve your chance of showing up on search engines by adding the suggested keywords and enhancing the piece using a graded scale.

Pricing: Plans start at $199 monthly.

18. Frase.io

Frase does a great job combining SEO research with AI writing. In short, you can do everything in one place to research, outline, write, and optimize your content.

AI tools for marketing agency - Frase home screen.AI tools for marketing agency - Frase home screen.

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Pricing: Subscribers pay $12.66 monthly (billed annually) with options to upgrade packages.

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Choosing the right AI marketing agency tools in 2024

Effective marketing AI tools help you save resources and increase productivity to build better campaigns and strategies. You just have to find the right fit.

It’s best to start with a challenge and work backward. Where are the workflow bottlenecks? What repetitive busywork is a creative contributor constantly bogged down by? Then, look for AI tools that address those challenges. Do that regularly, and you’ll run an even more efficient marketing agency.

Here are the best AI tools for marketing agencies:

  1. ChatGPT
  2. Jasper
  3. Copy.ai
  4. Typeframes
  5. Midjourney
  6. Grammarly
  7. FeeHive
  8. Hootsuite OwlyWriter AI
  9. Lately.ai
  10. Wordable
  11. Zapier
  12. Taskade AI
  13. Drift
  14. HelpHub
  15. Perplexity
  16. Keyword Insights
  17. Clearscope
  18. Frase.io

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How to Do a PPC Audit in 8 Simple Steps

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How to Do a PPC Audit in 8 Simple Steps

My computer’s desktop, to most, appears to be cluttered and disorganized. My teammates are constantly begging me to clean it up. To me, there’s a method to my madness. But if someone else tried to use my desktop, they’d spend weeks trying to decode my scattered thought process.

The same can be said for many PPC accounts. Oftentimes, the original owner creates and manages the account in their own, unique way. When someone new takes over, they have to navigate the existing account without fully understanding its historical background and why it’s been organized the way it is.

The best way to overcome this gap is to do a PPC audit any time you take on an existing Google Ads account. And that’s just one reason you might want to perform a PPC audit. From time to time, it’s just good hygiene to make sure your pay-per-click accounts are in healthy shape.

But how do you actually do a PPC audit? What’s the right process to audit your Google Ads account? That’s exactly what we’re going to cover in this step-by-step PPC audit guide. These are the steps I follow when I dive into a newly acquired search ads account. You can use this checklist as a handy tool for all future account audits.

🚨 Fast-track your PPC audit! Use the Google Ads Grader to automatically audit your account for free.🚨

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Table of contents

Click to jump to each step of my PPC audit guide:

  1. Check your conversion tracking
  2. Review your targeting
  3. Assess your ad group relevancy
  4. Check how many ads are in each ad group
  5. Dive into ad assets
  6. Review your keyword match types
  7. QA your negative keywords
  8. Create a game plan

First, let’s get clear on what a PPC audit is. A PPC audit is an evaluation of the structure and performance of your paid ad accounts in platforms such as Google Ads, Microsoft Ads, and Facebook Ads. A PPC audit looks at the setup of key account components like ad groups, campaigns, ads, and more. Regularly auditing your PPC accounts can help you stay ahead of performance trends and optimization opportunities to maximize your marketing ROI. Let’s look at the steps that go into a PPC audit next.

1. Be sure conversions are being tracked (properly)

Are you tracking conversions properly? This is an essential question to ask in any PPC audit. Neglecting to track conversions is one of the biggest mistakes a PPC manager can make. Without this data, it’s impossible to understand whether all of your hard work is paying off! While this should be one of the very first tasks completed after setting up an account, a report from Disruptive Advertising found that only 58% of the 2,000 accounts featured in their study had at least one conversion registered.

ppc audit - google ads conversion tracking screenshot

Google has made this setup easier and easier through the years. Use it!

That’s bad, but this is worse—of this group, only half of the accounts that were “tracking conversions” had the code implemented correctly. Meaning, only 29% of all accounts reviewed passed muster when it came to tracking conversions.

Be sure that your newly acquired account doesn’t fall into this group. If conversions are registered in the account, be watchful for these tell-tale signs that the tracking has been set up improperly:

  • Your click count and conversion count are identical. If this is the case, you either have the most amazing products in the world or your conversion tracking code was added to your landing pages, rather than your thank you/order confirmation page.
  • Your conversion rates are super-high, despite low sales numbers. If so, your conversion tracking may be measuring visits to a product page or home page, rather than an order confirmation.
  • Your conversion count is suspiciously low, suggesting that you’re missing conversions. In this case, the former account manager neglected to track phone call conversions or forgot to add tracking codes to new landing pages.

If no conversions are registered on the account, generating and implementing conversion tracking code should be your first order of business! With this first PPC audit step conquered, your Google Ads conversion rate optimization is off to a good start.

🌱Get more tips on how to grow your PPC strategy with our free guide to hacking Google Ads!

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2. Review campaign-level settings

Setting your campaign targeting settings is a simple activity that takes five minutes, tops, but one small misstep in this section can have a profound impact on your account performance. (You can see how some of our clients learned this the hard way here.) Dive into each of your newly-acquired campaigns to review the previous owner’s targeting settings and ensure they make sense for the business.

Google Ads account setting updatesGoogle Ads account setting updates
Key items to check in on are:

  • Network Settings: The goals, expectations, and overall performance of ads on the Search Network are significantly different than those running on the GDN (get the low-down on each network here). The audit/optimization process that you follow will be dependent on the network you’re targeting.
  • Mobile Bid Adjustments: Do you want to show on mobile devices? If so, make sure that your bid modifiers are high enough to score you visibility for mobile searches. To determine this, segment your performance by device to assess the effectiveness of your existing mobile bids. Is your new company not quite ready for mobile traffic? Set the bids to -100%, until you get your mobile-preferred ads and mobile landing pages up to snuff. I recommend prioritizing this, given the ever-growing percentage of searches occurring on mobile devices.
  • Target Locations: Check to ensure that your company services the regions that your account has opted into. Then, take this one step further and review your geo-reports. You may find that a particular area performs ridiculously well (or ridiculously poorly) and can fine-tune the account to prioritize that location.

Congrats! Another step your PPC optimization checklist knocked out.

3. Assess your ad groups

The general rule of thumb is that an ad group should never contain more than 15-20 keywords and, for auditing purposes, I think this is a good jumping-off point. Scan your newly inherited account to find ad groups that hold more than about 20 keywords. These are likely the groups that will require the most clean-up.

You’re probably thinking, why the heck does the number of keywords matter so much? Realistically, your ad groups’ keyword count won’t impact performance. However, keep in mind that you’re serving the same set of ads for every keyword in a given ad group. If your keyword list is huge, it is likely includes various themes, meaning you’re forced to write generic ad copy.

Instead, your goal should be to populate each ad group with a list of super-granular keywords that all share the same semantic theme. You can then create hyper-specific ads for each ad group that are truly reflective of what the searcher is looking for.

keyword groupingskeyword groupings

I think we can agree that it’d be way easier to write an ad for the second keyword group than the first!

Despite the best of intentions, it’s easy to wind up with a few big ad groups in your account. Even if you start with small, tightly-knit keyword combinations, as more and more terms are added, your ad groups can grow to an unwieldy size. It’s important to QA them regularly and move terms that aren’t a good fit into new ad groups.

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💡Find more ways to clean up your campaigns during your PPC audit using our free guide to Google Ads Account Structure.

4. Check how many ads are in each ad group

If the account you inherit only has one active ad in each ad group, it’s an indication that the previous manager was not testing ad variations, which severely limits account optimization. On the flip side, having multiple active ads per ad group can also be detrimental. Likely, the previous owner was a testing zealot who dreamt up plenty of ad creative and tried to test it all at once (fail) or he just never bothered to end any of his tests (double fail).

The sweet spot you should be shooting for is two to three ad variations per ad group. This is a manageable number of ads to run tests with. Once you’ve identified your winner, pause the losing ad and try testing a new variation.

5. Dive into ad assets

If your Google Ads account doesn’t have any ad assets (formerly known as ad extensions) set up, hop to it! In this day and age, ad assets are not a nice to have, they’re a must for creating competitive ad copy.

ppc audit - google ads asset examplesppc audit - google ads asset examples

Ray-Bans has the right idea. This ad features callout and sitelink assets.

Luckily, since Google’s announcement that assets officially do impact ad rank, most advertisers have gotten their act together and implemented them. However, just because these asstess exist, doesn’t mean you can cross them off of your to-do list.

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Confirm that the assets running are appropriate fits for the business itself. For example, if you’re using call assets, be sure that your company’s phone lines are staffed to handle incoming call volume. If you don’t have someone to answer incoming calls around the clock, schedule the assetss to only appear during your hours of business. If you’re advertising for an e-commerce company with no physical storefront, be sure to eliminate any location assets so your ads don’t appear in Google Maps. Finally, check to ensure that your sitelinks, callouts and structured snippets are truly representative of your offerings and not overly repetitive.

Don’t forget about automated assets! You can view the performance of any automated assets that Google has served alongside your ads from the assets section of Google Ads. Typically, we see that these yield positive performance but, if any appear to be negatively impacting the account, stop the bleed by opting out of them in the advanced extension options settings!

6. Review keyword match type settings

A well-run Google Ads account typically includes keywords set to a variety of match types. Each serves a unique purpose, for example broad match is great for keyword research, while exact helps to ensure you’re only connecting with the most highly-qualified searchers.

ppc audit tools - keyword match type guideppc audit tools - keyword match type guide
One of the most common (and dangerous) account faux-pas is running all keywords on the same match type. We see this most commonly with broad match (since it is Google’s default). Although these broad-match keywords yield plenty of traffic, many of their impressions are from people searching terms that are loosely related to the business, resulting in disastrous click-through and conversion rates and poor Quality Scores. Although broad match is usually the culprit for this problem, using all phrase or exact match can be just as damaging, as they may limit volume considerably.

If the account you’ve inherited is already using mixed match types, it doesn’t mean you’re off the hook. Take the time to dive in and understand the previous owner’s strategy and ensure that it was implemented correctly. Just because they’ve attempted to enact an advanced strategy, like tiered bidding per match type, doesn’t mean they did it right!

🔍 Perfect your keyword strategy using our Free Keyword Tool!

7. QA your negative keyword lists

Negative keywords are your best defense against impressions and clicks from unqualified searchers. If the previous account manager was not utilizing negatives, your work is cut out for you. You can proactively set negatives by doing some guesswork, but with an active account, I like to take more of a reactive approach. Try heading to your query reports to understand exactly what terms have been triggering your ads. Be on the lookout for terms that you do not want to continue showing for and set them as negatives.

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Google Ads master negative keyword listGoogle Ads master negative keyword list

As you can see, we have a robust “master list” of negatives that we use for all campaigns!

If the former account manager added negatives already, review the list with a fine-toothed comb. Confirm that all of the negative terms are genuinely a good fit for the business and are not blocking impressions for any of your keywords. In addition, check your negative keywords’ match type settings to ensure that they are operating as anticipated. I can’t tell you how many accounts I’ve seen with negatives set to “exact” match that are doing absolutely nothing for them. These settings can drastically affect the impact of your negatives.

8. Create your game plan

Now that you have all the groundwork done, you know exactly what you need to do to whip the account into tip-top shape. It’s time to start optimizing! Once you’ve cleaned it up, the real fun begins. Happy auditing! If you try the tips in this PPC audit guide but still want to squeeze more out of your accounts, see how our solutions can help you maximize your PPC success!

Looking for a PPC audit tool?

If you’re tight on time and resources, let a PPC audit tool do the work for you. Get a free, instant account audit with our Google Ads Grader.

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What is Social Selling? (+How to Sell on Social Media)

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What is Social Selling? (+How to Sell on Social Media)

If you sell things to people who spend time on social media, you need to learn about social selling.

Social selling lets you use social media to find perfect prospects, build a genuine connection with them, and become the automatic choice when it’s time to buy.

It’s not rocket science. But you can’t go in guns blazing with the hard sales tactics. There’s more nuance required.

In this extensive guide, you’ll get a complete plan to launch your own social selling strategy. What to post, when to connect, and how to get more conversions with less pitching.

Table of contents

What is social selling?

Social selling is a lead generation strategy where you find, qualify, and connect with new prospects on social networks. The strategy includes using social listening to know what topics are important to prospects and then joining or generating conversations to build relationships with them.

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Let’s say you work for a commercial contractor. Someone on X (formerly Twitter) talks about expanding their business in your area and has a question about building codes. You give an answer with some helpful links. You’re at the top of the list when they ask for a bid to upgrade their new building.

Notice that social selling focuses on generating new leads rather than quick conversions. You want to build trust through genuine connection, not complete an impersonal transaction.

The best part of social selling is that it’s like a free, always-on networking event you don’t have to fly to. You get to generate and nurture 1:1 relationships at a scale you never could with in-person networking or cold calls.

💡 Want more oomph in your outreach? Download this huge list of emotionally charged marketing words and phrases.

Social selling vs. traditional selling

Social selling differs from traditional sales strategies by where it happens, who you target, and how you connect.

Social selling - differences between social selling and traditional selling

Social selling happens on social media platforms. Traditional selling often takes place in person or via cold calls.

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With social selling, you directly target product users or decision-makers. Traditional sales strategies usually start with engaging a gatekeeper before you speak with the person writing the checks.

Social selling uses warm introductions and personalized conversations to engage with targeted prospects. Traditional sales tactics rely on generic scripts and shotgun outreach.

Social selling vs. social media marketing

Social media marketing is usually a one-to-many broadcast. In contrast, social selling is more about building relationships with one-to-one conversations.

Social media marketing can also be conversion-focused and even include social shopping, where people can buy right from the social media platform. With social selling, you’re meeting and interacting with prospects, but the conversion happens outside the social network.

While they have differences, social media marketing and social selling do support each other. You may write some generally helpful social media posts as part of your social media marketing strategy, but when a prospect comments, they move into your social selling funnel.

Who is social selling for?

Social selling is for any company that sells products to people who spend time on social media. That is to say, it’s for just about every company since over 62% of the global population (and over 90% of the US population) is on social media.

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Any size business can use social selling. A Fortune 500 software company might interact with chief technology officers who make million-dollar purchasing decisions. A local physical therapist can provide health tips to weekend warrior athletes in their network.

What are the benefits of social selling?

Social selling isn’t hard (we think it’s fun), but it takes some time. Are you on the fence about trying it? Let’s see if these social selling benefits convince you.

You connect with people where they’re comfortable

The average person spends about 2.5 hours each day scrolling social media platforms. Many are there to catch up with friends and family. But a large percentage of people head to social networks to learn about products and get content from brands.

Social selling - Graphic showing the reasons people use social mediaSocial selling - Graphic showing the reasons people use social media

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That audience of information seekers presents a perfect opportunity to jump in and be the helpful authority when they need you most.

Builds trust through conversation

An older study from HubSpot showed that a dismal 3% of consumers consider salespeople trustworthy. Ouch!

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Social selling - LinkedIn post about rude salespeople.Social selling - LinkedIn post about rude salespeople.

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You’re unlikely to overcome the trust gap in the first few seconds of a cold call. But on social media, it’s possible to create relationships that generate trust over time.

Think about it this way. Say you need to hire more people. Would you be more likely to use a recruiting company that’s answered several hiring questions for you on LinkedIn or the company that cold-called you?

Lets you time outreach perfectly

In general, success on social media means posting at the right time. And that’s why social selling is so great. You use social listening to tell you when someone’s talking about your brand, your competitors, or some aspect of your business. Then, you can connect with them at the exact right time.

Social selling - Tweet from BiothermSocial selling - Tweet from Biotherm

Every major social media platform has a search bar. You can use it to search for hashtags, company names, or job titles that lead you to excellent prospects.

Plus, social media bios often hold lots of information about the people they represent. With a quick glance, you might learn where someone works, their job title, and what types of things they’re interested in.

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You’d have to buy one heck of a cold-calling list to get all of that!

It’s a proven technique

LinkedIn data shows that sales teams who use social selling are more successful.

According to the research, social selling leaders:

  • Create more opportunities
  • Are more likely to reach quota
  • Outsell peers who don’t use social media

Social selling - stats from LinkedIn graphciSocial selling - stats from LinkedIn graphci

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What’s more, your competitors are already taking advantage of social selling. Compared to 2015, sales reps spend 12% more time connecting with prospects and customers virtually.

EveryoneSocial, a brand advocacy software provider, says that social sellers close 48% larger deals than their nonsocial seller counterparts.

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Delivers a fantastic ROI

All you need to get started with social selling is a free social media account, a little time, and a strategy. There’s no significant initial investment, ads to buy, or travel to pay for.

As you start to generate quality leads from social media, you can invest in tools that make you more efficient, which we’ll cover in a bit.

What are the four pillars of social selling?

There are four concepts that, when taken together, form the foundation of a social selling strategy.

Social selling - Four pillars of social selling in a graphicSocial selling - Four pillars of social selling in a graphic

  1. Establish your brand on social media: Before connecting with prospects, create an engaging profile and publish relevant content that cements your brand as the expert in your space.
  2. Fill out your network: Identify your current customers, future potential customers, thought leaders, and influencers that you’d like to connect with.
  3. Engage them with insights: Become the go-to source for information by sharing thought-provoking directly with your prospects right when they need it.
  4. Build relationships: Strengthen your connections by establishing trust with the people who make decisions and influence others.

Which social selling platforms are best?

The best social selling platform for you depends a lot on the things you sell and where your audience hangs out.

That said, LinkedIn and Twitter are more geared towards social selling. People go to those networks more often for professional conversations. Plus, those platforms have some great tools to make creating a sales network easier.

LinkedIn

LinkedIn is the best platform for B2B social selling. Not only does the platform have more than 1 billion users, but most of them are also there to talk shop. That means your conversations about professional topics will fit right in.

LinkedIn makes it really easy to grow your professional network. You can use the search bar at the top of the page to look for specific job titles or people working for a company. Then, you can refine the list to only show people connected with your current network. Hello, warm introductions!

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There’s also a really powerful tool called LinkedIn Sales Navigator. Use it to prioritize your prospects, find advocates who’ll help you connect, and even surface accounts showing high buying intent.

And the pièce de rèsistance is LinkedIn’s social selling index (SSI).

Social selling - LinkedIn SSI dashboardSocial selling - LinkedIn SSI dashboard

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The SSI is a metric from LinkedIn that measures your success against the four pillars of social selling. Just log into your account and head to your Social Selling Index dashboard. You’ll get an overall score and see how you fare against others in your industry.

X (formerly Twitter)

X is built for public discussions, which makes it a perfect place to jump into conversations and establish your brand’s expertise.

Finding those conversations is easy since many users add hashtags to their tweets. Search for hashtags using the bar at the top or click a hashtag from someone you already follow and see who else is using it.

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Say one of your customers uses the hashtag #HRIssues on their Tweets. Click it, and you’ll likely find a host of other prospects who need your human resources software.

But what’s really cool about X is the List feature. With Lists, you can quickly find whole groups of people in your field.

Social selling - A list on Twitter XSocial selling - A list on Twitter X

Follow existing lists to grow your network. Or create your own private lists to keep tabs on competitors or customers.

Facebook, TikTok, and Instagram

Facebook, TikTok, and Instagram are popular social marketing platforms. But they’re less hospitable to social selling since people gravitate to them to get away from work. You can still see some benefits there, depending on what you sell.

Social selling on Facebook

The challenge with Facebook is that its privacy controls make it more difficult to engage with new people. Unless someone has made their post public, you won’t be able to interact with it. One potential workaround is Facebook groups. Look for existing groups that align with what you do, or build your own Facebook group.

Social selling - A group on FacebookSocial selling - A group on Facebook

Once you’re in the group, remember to be friendly and helpful. Most groups have admins that will boot you out if you get all salesy.

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👀 Speaking of Facebook…Want to know how your ads compare to the competition? Download our latest Facebook ads benchmarks!

Social selling on TikTok

TikTok is growing as a sales channel because more people now use it to find new products and services. But it’s a very visual platform that kind of buries comments. So, it’s not ideal for generating conversations.

Your best bet is to post entertaining videos that follow trends on TikTok and build awareness of your brand.

Social selling on Instagram

It isn’t easy to find individuals to connect with on Instagram unless they’re a celebrity or you know their handle. Plus, starting an organic conversation there is hard, especially since it’s such a visual platform.

Like TikTok, your social selling play here is to post helpful content that attracts people who would eventually use what you sell. You could also try following complementary brands (think of cosmetics companies if you’re a fashion brand) and reply to the comments you see there. Just don’t go too hard. No brand wants another company harassing its followers.

9 tips to become a pro-level social seller

We’ve got the pillars down and seen how they work on different social media platforms. Now, let’s look at nine ways to accelerate your program.

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1. Provide value and prove your expertise first

Before trying to make direct connections, you’ll need to build a foundation of credibility. Remember, you don’t want to be the person who meets someone new and instantly starts blurting out a sales pitch.

The easiest way to start is simply posting helpful, insightful content. Make it a mix of new content and posts you’ve shared from others.

Social selling - Real estate agent's helpful post.Social selling - Real estate agent's helpful post.

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Social sharing is built on two-way, mutually beneficial relationships. Before you ask for something like scheduling a demo or booking an appointment, give something first to keep the scales even.

2. Be an active social listener

Social listening gives you the superpower of knowing what people are talking about online. That way, you can get in on the conversation and engage with prospects organically.

On LinkedIn, you can set alerts to notify you when an account posts. Over on X, you can be notified anytime someone uses a specific hashtag.

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For more robust social listening, use a social media management tool. They’ll let you monitor:

  • Brand mentions
  • Product mentions
  • Competitor mentions
  • Trending keywords
  • Branded keywords
  • Relevant hashtags

3. Optimize your profiles

    What’s the first thing people do when they see your social media account pop up for the first time? Many of them head right to your profile.

    That’s why a professional and complete profile is critical.

    Social selling - Jabil LinkedIn profile.Social selling - Jabil LinkedIn profile.

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    Each social network has different profile styles, but in general:

    If you’re connecting through your personal LinkedIn account, gather some recommendations. In fact, it’s a good practice to trade LinkedIn recommendations with people you work with.

    4. Personalize connection requests

    After you’ve built a rapport by sharing content and conversing in the comments section, it’s time to formalize the relationship with a connection request. The best introduction messages are specific and relevant to the recipient. That’s true in social selling since you’ve done so much to create a personal connection.

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    Here are a few ways to personalize your connection requests:

    • Mention people you’re both connected with
    • Call back to a recent interaction you’ve had
    • Provide something of additional value (like a link to a relevant article)
    • Use their name and reference their company or job title

    5. Continuously grow your network

      Social selling isn’t a one-and-done strategy. It’s a long-term play that gains steam over time. Set weekly goals for the number of posts, comments, and replies you publish. Block out time dedicated only to tending to your social media network.

      And most of all, don’t rush it. Many of your new connections won’t need what you sell right now. But they will eventually. And even if they don’t, they could offer a warm introduction to other people in the future.

      6. Be active in comments and replies

      This is a foundational tactic of social selling. A well-timed, relevant comment is your first foot in the door with a new prospect. You are adding to the conversation, and your engagement helps boost the post with the platform’s algorithm.

      Don’t forget to listen out for people who’ve already bought, too.

      Social selling - Post reply from Away brand.Social selling - Post reply from Away brand.

      Source

      Jumping in to save the day is the ultimate social selling tactic.

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      7. Strike up conversations in your posts

      You don’t always have to seek out people to converse with on social media. You can bring them to your posts with questions and polls.

      Social selling - LinkedIn post with a pollSocial selling - LinkedIn post with a poll

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      Whether they’re funny or serious, questions get people talking. Make a note of who shows up and what their opinions are. And always reply to keep the discussion going.

      8. Engage with influencers

      Influencers in your industry can be beneficial allies in your social selling campaign. They have an audience of people that you’d like to know. Plus, the topics they discuss could be great fodder for your posts and outreach.

      Social selling - TikTok from Shopify with an influencerSocial selling - TikTok from Shopify with an influencer

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      You don’t need a formal agreement to engage with influencers. Just start liking and commenting on their posts. Reference and link to them in your own posts. Mine their comments sections to take the pulse of your industry and get new ideas. And invite them to collaborate on content.

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      9. Find communities to join

      There are loads of online communities, both on social networks and elsewhere, just waiting for you to join. These groups are ideal for social selling since they’re all about conversing and providing mutual support.

      Social selling - A helpful post in the Maverick Truck ClubSocial selling - A helpful post in the Maverick Truck Club

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      You can learn much about your target audience by observing what happens in an online group. But the real magic happens when you jump in, answer questions, and celebrate successes with the other members.

      If you don’t see a group you like, build your own brand community.

      What are the best social selling tools?

      Social media management tools help you to become more efficient and effective at selling online. Here are a few such tools to consider.

      LinkedIn Sales Navigator

      It’s not surprising that LinkedIn would offer one of the best tools for social selling. What’s unexpected is just how robust LinkedIn Sales Navigator is.

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      Social selling - Screenshot of LinkedIn Navigator.Social selling - Screenshot of LinkedIn Navigator.

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      One of the best features on Sales Navigator is the Relationship Explorer. With this tool, you’ll quickly find people who can help you get “in” with an organization—like people who share connections with you. It also helps you find the most relevant people to target and notifies you of important events like a change in management.

      Meltwater

      Meltwater is a leader in the social listening space for good reason. Its purpose-built tool lets you track brand, product, or audience mentions across all your social media accounts. You get audience sentiment data, and it can even recognize images.

      Social selling - Meltwater dashboard.Social selling - Meltwater dashboard.

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      The social listening alerts on Meltwater are worth noting. Set an alert for your brand, and you’ll get a notification when it’s mentioned. That’ll help you respond while the conversation is hot.

      EveryoneSocial

      EveryoneSocial is a brand advocacy platform that makes it easy for employees and executives to plan, post, and share content about their business. The tool has features designed to help sales professionals grow their pipeline on social media channels.

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      Social selling - Screenshot from everyonesocial websiteSocial selling - Screenshot from everyonesocial website

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      With EveryoneSocial, you get a hub of content anyone on your team can share through their social channels. You also get an analytics dashboard that shows the team’s engagement, reach, clicks, and more from all the accounts linked to your plan.

      3 stellar social selling examples

      Here are a few real-world examples of businesses big and small selling on social media with flair.

      TruMotion Therapy

      Here’s an example that proves social selling isn’t just for the Fortune 500. TruMotion Therapy is a local physical therapy practice that regularly posts on Instagram. They’ve built a loyal following of people looking for solutions to aches and pains.

      Social selling - Social media replies from TruMotion Therapy.Social selling - Social media replies from TruMotion Therapy.

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      The activity after the post is published transforms this strategy from social media marketing to social selling. TruMotion Docs take time to continue the conversation with individual commenters. Many of the replies are personalized advice and answers. And when it’s called for, the TruMotion team will take the chat to DMs, moving the new connection further down the funnel towards becoming a client.

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      Starbucks

      You may not think of chain restaurants or consumer brands as social sellers, but some are really good at it.

      Scroll through Starbucks’ feed on X, and you’ll see an endless stream of interactions the brand has with its fans. Most are simple “cheers,” while others are more personal.

      Social selling - Starbucks TweetSocial selling - Starbucks Tweet

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      Either way, social media lets Starbucks connect with a singular customer one-on-one in a way other marketing and advertising strategies don’t.

      Zoetis CEO

      Kristin Peck is the CEO of Zoetis, a pharmaceutical company specializing in pet care. She regularly comments on posts from people in her industry, especially when they mention animals.

      Social selling - LinkedIn post from the Zoetis CEOSocial selling - LinkedIn post from the Zoetis CEO

      Source

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      It’s a quick and easy way to generate camaraderie among people in your network. Plus, you can use your comments to inspire future posts to help establish your brand on social media.

      The 30-day social selling launch plan

      Let’s bring all of this down to ground level. Follow this step-by-step plan for the next 30 days to have a fully functioning social selling strategy.

      Day 1 to 5: Get set up

      The first week is about picking the tools you’ll use, setting them up, and creating the rules for your social selling strategy. Some of this may already be done if you’re marketing on social media.

      To get set up:

      • Decide which social media platforms you’ll use
      • Create a social media style guide
      • Find relevant hashtags
      • Create and optimize your social media profiles
      • Pick your social selling tools
      • Set up social listening for brand, competitor, and industry mentions
      • Review five competitor social media accounts

      Day 6 to 15: Establishing credibility

      Now, it’s time to lay the groundwork with your audience. Go into this phase looking for ways to help and show off your expertise (without bragging, of course).

      To establish credibility:

      Day 15 to 25: Begin outreach

      We’re getting more proactive here. Let’s find some people and social media accounts to lightly engage with.

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      To begin outreach:

      • Search for people in your industry that post often
      • Narrow the list to 10 targets
      • Reply to 2 to 3 posts from each account
      • Go beyond agreeing and add to the conversation
      • Repost or retweet content from at least one of those posts and tag the account

      Day 26 to 30: Make contact and analyze

      For this last phase, you’ll connect directly with one new contact and check the results of your efforts so far.

      To make contact and analyze:

      • Send a connection request to one new contact
      • Review the metrics on your social selling tool of choice
      • Note which posts, comments, and replies get the most engagement
      • Use the data to plan out month two

      Now, keep growing your network!

      👋 Plan out your entire year’s marketing strategy with this free must-have marketing calendar.

      Social selling FAQs

      Here are answers to some of the most commonly asked questions about social selling.

      Does social selling really work?

      The data proves social selling helps you fill your sales pipeline and close bigger deals more often.

      For example:

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      • Instagram found that 78% of social sellers outperform peers who don’t use social media
      • EveryoneSocial says a lead generated through social selling is 7x more likely to close than leads from other tactics.
      • 51% of Baby Boomers, 69% of Gen X, and 86% of Gen Z have interacted with a company on social media.

      What is social selling the inbound way?

      An inbound marketing strategy attracts new buyers to you instead of chasing them through ads and cold outreach. Social selling is inbound by nature. So, “social selling the inbound way” is another way of saying social selling.

      Is social selling creepy?

      Social selling is not creepy if you do it the right way. That means engaging at appropriate times and offering help instead of leading with a sales pitch.

      Grow your business with social selling

      The days of knocking on doors and cold-calling prospects are numbered. Generic sales scripts turn buyers off. And impersonal outreach gets ignored in the inbox. Replacing these old-school sales techniques are genuine connections and authentic relationships built on social media.

      It doesn’t take a considerable effort to give social selling a try. Just start reading posts that interest you and add your two cents. People will notice, and you’ll be off and running.



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