Your First Touch With Your Customer

In this discussion, we’re going to go through all the elements necessary for you to use your opt-in (or sign-up) box on your site to begin and then nurture a beautiful, mutually-beneficial relationship with your tribe.
Your first touch, or interaction with your customer, does not happen when they purchase from you. It happens long before that. Your first touch with any customer is when they first come to your site and sign-up to get your freebie.
With this action, they initiate the process of eventually (if all goes well) becoming your customer.
If you fail to connect with them at this first touch, or you show them you are disorganized, or provide low quality stuff, then you will likely sever the relationship and they will not continue on and eventually become your customer, or member of your tribe.
On the other hand, if their experience of you and your stuff from their first touch (site visit and opt-in) is good (or great!), then you can continue to develop that relationship that will eventually result in a sale. And then likely more sales as time goes by; as you provide for more and more of their needs.
Note: If you find tech stuff really challenging, then you may want to listen to this audio first – as it will give you the overview and the WHY, before you get all stymied by the HOW. Also, after you know what you want to set up for your business, you may choose to outsource most of this kind of stuff. You can find someone on Upwork to take this whole process off your hands for the cost of dinner and a movie – just look for someone who is specifically experienced with your email marketing platform.
Configuring Your Sign-Up Box
So first you’re going to need to have your opt-in offer or sign-up box set up – and perhaps you have more than one – so you can start building a list of names and emails of people who are interested in what you have to say.
Before we go any further, let’s just make sure you have that sign-up box or opt-in offer configured correctly – so that your branding and message is coming through right from the first touch with your site visitor.
I’m going to use GetResponse as my example – and Freedomite Lori Clarke has once again graciously allowed me to use her system to demo on – but the same method and principles apply to any email marketing platform you choose to use.
Let’s work through things step-by-step using Lori’s homepage opt-in offer as an example and you can see I am testing it by entering my details:

What’s Wrong With This Opt-In?
- The first thing that’s wrong with this opt-in (sign-up box) is the programmer has not removed the notice at the bottom: Email Marketing by GetResponse
[ ] Remove Advertising or Links: Make sure you are not advertising your email platform on your opt-ins! If someone clicks that link, they will also leave your site – not good. Have your programmer remove this hyperlinked notice from your form.
- After I enter my details and click the Sign Up! Button, I receive this email in my Inbox. I have circled the problem areas:

The problem is that this subscription confirmation email looks generic. It does not carry Lori’s branding and I’m not even sure who it’s from. Maybe I signed up, then went out to run errands. I come back 4 hours later, see this in my Inbox… do I even remember who I signed up to, or who Lori is?
[ ] Personalize the text at the top and the bottom. Even if you can only personalize the text at the bottom and add your website, then this would be much better than just “Lori”, for example:
Looking forward to lots of fun, learning, shift and transformation together! Thanks so much for joining me.
Lori Clarke
www.HealingWithGratitude.com
- After I click the blue box to Confirm Subscription > I am taken to a webpage that says this:

Oh dear – same problem! What the heck is “lori_405262 list”? So Lori needs to personalize this message as well, to replace lori_405262 list with something people recognize as coming from her.
[ ] Customize Confirmation Messages: Sign up to your own list and go through every step of the process to make sure all the points of contact with your site visitor (or customer) highlight you and represent you.
Make Sure Your Opt-In is Branded & Personalized
Here’s another way you can customize the “Thank you for subscribing!” message. This is from Katharina at DrKatharina.com for her program Awakening Your Inner Healer (beta test group) – it works because there is no confusion as to what I signed up for:

New & Improved!
After Lori made these changes in her GetResponse account and personalized all the points of contact, here’s what Lori’s “Confirm Subscription” email now looks like:

And here’s what her new and improved “Thank you for subscribing!” webpage message looks like:

Much better wouldn’t you say? She is showing people right from their first contact that she knows what she’s doing – which immediately inspires confidence. And when that visitor comes to make a purchasing decision, that seed of confidence will contribute to the emotional decision to buy.
FINAL BIG TIP: If your email marketing platform, or shopping cart, or CRM system seems buggy, or super frustrating, or you just can’t figure out how things work, you can do two things: Phone your provider and ask for help and/or switch internet browsers. You would not believe how using a different internet browser can make everything go easily and smoothly! In my experience, Firefox is the best browser to use.
Also, know that I have instructional videos coming up, both 19.2 and 19.4, where I show you step-by-step how to set up the back-end for your autoresponder sequence (the automated emails that are sent out after someone opts-in to your free gift), so if you’re still a bit confused, stay with me to the end of this Module and I promise you it will all make sense!
Got it? Take a minute to scheme in your notebook…
Have you chosen your email marketing platform yet? Which one did you go with?
________________________________________________________
Have you come up with a juicy freebie for people who sign-up to your list? And have you go en your sign-up box configured yet? If so, your email marketing platform will have provided you with both the javascript and html code for your sign-up (opt-in) box. The javascript code will be about 1-2 lines long and the html code will be 10-50 lines long. Copy and paste both of them into a text document that you can save for easy reference.
Did you opt-in to your own offer on your site? Make sure you do, so you can test the entire sign-up process and make sure that all the customer touch-points we talked about in this unit look good. Here are the elements you want to make sure appear the same way on your opt-in box, your email confirmation, and your Thank-you/Welcome page or email:
Name of my sign-up freebie or list:
Name of me or my company :
Is there anything you need to x, change, or tweak?
Okay, now that is all taken care of, what are your site visitors going to receive AFTER they sign-up to your list? Let’s get that mapped out for you in the next unit…

Then, obviously, Lori needs to carry on in this way – keeping all formatting the same – for the next 2 videos in the series.



Emailing your list with lots of free and helpful stuff enables you to build a relationship with them. A relationship is where you care about someone, you offer them help, or you make them laugh – you don’t just ask them for money.
If you were following my advice when you wrote your
Your integrity, your reasons for doing what you do, will shine through every facet of your business – use your email list to tell people those stories and by doing so you will build a deep, real relationship with the people on your list.
Information-based Subject:
When you want to promote something to your email list, remember that you NEVER just sell something, or give a sales pitch email. You always share or give something free first (a video, a helpful blog post, an eBook, a story, etc.) and then put your offer in the same email – usually at the end or middle of the email.
With some email platforms and Customer Relationship Management (CRM) systems, you can tag opt-ins or purchasers, thus segmenting them into specific groups, or areas of interest. So, if you have an email platform or CRM that can do this, then you can email a target group more often – because you know they are interested in your new product/service. But, if your system cannot tag and segment people based on their preferences, or interest areas, then all your opt-ins will be together in the same pool of ‘people who liked something you were offering’. In that case, you need to follow my instructions above and email blast those people a maximum of 2-3 times with your promotion.
Limited Time Offer. You need a legitimate reason WHY the offer is time restricted, this makes your offer believable and will create a sense of urgency. Maybe you’re promoting a service with an upcoming start date (after which it’s closed) or a product where the special pricing or combination of items will only be available until your new stock arrives.
You have an eBook on how to be a pro longboarder. This eBook is a combination of text and demonstration videos.
You have an online DVD course that shows people how to purchase an antique armoire from a flea market and refinish it to showpiece quality.
You have a series of audio-based healing sessions using hypnosis for different conditions: Stop smoking, lose weight, bedwetting, anxiety, insomnia, etc.
To put together your Freebie Campaign, you basically brainstorm to figure out what you can give away for free that is really great – look to give away some of your BEST stuff. Remember the old saying about ‘first impression is the biggest impression’? Or, ‘first impression is the lasting impression’? Well, that same principle applies here. It doesn’t matter whether your first touch (impression) with your site visitor is free or paid, it is still the first impression they have of you and will form the basis for how they think and feel about you for a very long time.
Product: You have an eBook on how to be a pro longboarder. This eBook is a combination of text and demonstration videos (which could also easily be positioned as a Course – just saying!).
Product: You have an online DVD course that shows people how to purchase an antique armoire from a flea market and refinish it to a showpiece.



Join me as I talk with Ian Thompson about the bigger picture of email marketing and why it’s important to think long-term with your strategies, treat freebies the same as customers, and nurture those relationships.

It’s important to keep in mind that your customer’s experience of you and the positioning of your product is not complete when they’ve purchased your product.
Here’s another great process you can use to position your product or service and then craft your compelling offer for your sales page or shopping cart.
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