際際滷

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Stop Searching. 
Start Finding. 
HOW 
TO 
BUILD 
A 
PIPELINE 
PARADIGM 
Presented 
by: 
David 
Ackert 
Founder, 
Prac>ce 
Boomers 
david@practiceboomers.com 
Mark 
Hinkle 
COO, 
Manzama 
mark@manzama.com
Stop Searching. 
Start Finding. 
Agenda 
 Iden>fy 
Opportuni>es 
 Techniques 
to 
Ini>ate 
Contact
Stop Searching. 
Start Finding. 
Agenda 
 Iden>fy 
Opportuni>es 
 Techniques 
to 
Ini>ate 
Contact 
 The 
Pipeline 
Pursuit 
 Maintaining 
Consistent 
Contact 
 Developing 
Lead 
Bait
Stop Searching. 
Start Finding. 
Agenda 
 Iden>fy 
Opportuni>es 
 Techniques 
to 
Ini>ate 
Contact 
 The 
Pipeline 
Pursuit 
 Maintaining 
Consistent 
Contact 
 Developing 
Lead 
Bait 
 Cul>vate 
a 
Sales 
Culture 
 Establish 
a 
Prac>ce 
Pipeline
Stop Searching. 
Start Finding. 
Agenda 
 Iden>fy 
Opportuni>es 
 Techniques 
to 
Ini>ate 
Contact 
 The 
Pipeline 
Pursuit 
 Maintaining 
Consistent 
Contact 
 Developing 
Lead 
Bait 
 Cul>vate 
a 
Sales 
Culture 
 Establish 
a 
Prac>ce 
Pipeline 
 Key 
Take-足Aways
Stop Searching. 
Start Finding. 
Reac>ve 
Approach: 
business 
results 
are 
a 
product 
of 
factors 
beyond 
your 
control
Stop Searching. 
Start Finding. 
Proac>ve 
Approach: 
business 
results 
are 
influenced 
by 
your 
strategy 
and 
ac>vity
Stop Searching. 
Start Finding. 
The 
Rule 
of 
Seven 
 Stop 
checking 
in 
and 
start 
providing 
relevant 
informa>on
Stop Searching. 
Start Finding. 
The 
Rule 
of 
Seven 
 Stop 
checking 
in 
and 
start 
providing 
relevant 
informa>on 
 Find 
interes>ng, 
insighWul 
content 
to 
share 
(with 
Manzama) 
 Provide 
the 
prospect 
informa>on 
on 
their 
compe>tors 
 Proac>vely 
provide 
legisla>ve 
or 
regulatory 
updates 
 Share 
industry 
trends 
and 
developments 
 Reach 
out 
around 
execu>ve 
movement/awards 
 Provide 
compe>>ve 
intelligence
Stop Searching. 
Start Finding. 
The 
Rule 
of 
Seven 
 Stop 
checking 
in 
and 
start 
providing 
relevant 
informa>on 
 Find 
interes>ng, 
insighWul 
content 
to 
share 
(with 
Manzama) 
 Provide 
the 
prospect 
informa>on 
on 
their 
compe>tors 
 Proac>vely 
provide 
legisla>ve 
or 
regulatory 
updates 
 Share 
industry 
trends 
and 
developments 
 Reach 
out 
around 
execu>ve 
movement/awards 
 Provide 
compe>>ve 
intelligence 
 Audi>on 
for 
the 
part
Stop Searching. 
Start Finding. 
How 
to 
Iden>fy 
Market 
Opportuni>es 
 Monitor 
market 
ac>vity 
 Industry 
Intelligence 
 Compe>>ve 
Landscape 
 Regulatory 
Changes 
 Watch 
for 
Interes>ng 
Developments 
 Share 
Interes>ng 
Developments 
 Be 
Timely 
 Thought 
Leadership 
Identify Opportunities
Stop Searching. 
Start Finding. 
For 
Example 
Identify Opportunities
Stop Searching. 
Identify Opportunities Start Finding. 
For 
Example
Stop Searching. 
Start Finding. 
Techniques 
for 
Ini>a>ng 
Contact: 
Content 
Marke>ng 
Pipeline Pursuit 
Content 
+ 
Communica>ons 
= 
Rela>onship 
Building
Stop Searching. 
Start Finding. 
Techniques 
for 
Ini>a>ng 
Contact: 
Content 
Marke>ng 
Pipeline Pursuit 
Content 
+ 
Communica>ons 
= 
Rela>onship 
Building 
Content 
Marke+ng 
defined: 
The technique of creating and distributing relevant and 
valuable information to attract, acquire and engage a 
clearly defined target audience in order to drive profitable 
customer action.!
Stop Searching. 
Start Finding. 
Identify Opportunities 
Techniques 
for 
Ini>a>ng 
Contact: 
LinkedIn 
Reference 
commonali>es 
in 
your 
invita>on 
to 
connect. 
Hi 
Mary, 
its 
David. 
Listen, 
I 
was 
on 
LinkedIn 
today 
and 
I 
no>ced 
that 
youre 
connected 
to 
Kevin 
Bacon, 
the 
HR 
Director 
at 
CleanWater. 
I 
do 
a 
lot 
of 
business 
with 
HR 
departments 
in 
his 
sector. 
What 
can 
you 
tell 
me 
about 
him 
that 
might 
lead 
to 
an 
appropriate 
introduc>on?
Stop Searching. 
Start Finding. 
Techniques 
for 
Ini>a>ng 
Contact: 
Abend 
Abend 
their 
speaking 
engagements 
Introduce 
yourself 
aaerwards 
Follow 
up 
with 
content 
Identify Opportunities
Stop Searching. 
Start Finding. 
Techniques 
for 
Ini>a>ng 
Contact: 
Propose 
an 
Interview 
Identify Opportunities 
Dos 
and 
Donts 
Do 
schedule 
20 
minutes 
for 
the 
interview 
Do 
hold 
the 
interview 
in 
person 
Do 
share 
the 
ar>cle 
when 
its 
published 
Dont 
delegate 
this 
strategy
Stop Searching. 
Start Finding. 
Techniques 
for 
Ini>a>ng 
Contact: 
Propose 
an 
Interview 
Identify Opportunities 
Dos 
and 
Donts 
Do 
schedule 
20 
minutes 
for 
the 
interview 
Do 
hold 
the 
interview 
in 
person 
Do 
share 
the 
ar>cle 
when 
its 
published 
Dont 
delegate 
this 
strategy 
Hi, 
this 
is 
Don 
Tyler 
with 
Perkins 
Blane 
and 
Im 
wri>ng 
an 
ar>cle 
on 
the 
new 
regula>ons 
that 
are 
impac>ng 
companies 
in 
your 
sector. 
Id 
like 
to 
feature 
your 
CEO, 
Maggie 
Seastrom, 
in 
the 
ar>cle. 
Can 
you 
connect 
us?
Stop Searching. 
Start Finding. 
Techniques 
for 
Ini>a>ng 
Contact: 
Invite 
to 
Speak 
Identify Opportunities
Stop Searching. 
Start Finding. 
Cultivate A Sales Culture 
Use 
CRM 
or 
prospec>ng 
technology: 
track 
efforts 
and 
maintain 
consistency
Stop Searching. 
Cultivate A Sales Culture Start Finding. 
Example: 
Prac>ce 
Pipeline 
Report 
For 
A 
Law 
Firm
Stop Searching. 
Start Finding. 
Example: 
Cultivate A Sales Culture 
Prac>ce 
Pipeline 
Report 
For 
A 
Law 
Firm
Stop Searching. 
Start Finding. 
Key 
Take-足Aways 
 Iden>fy 
Opportuni>es 
 Be 
Proac>ve 
 Rule 
of 
Seven 
 The 
Pipeline 
Pursuit 
 Integrate 
Content 
Marke>ng 
 Prospect 
high 
value 
prospects 
directly 
 Cul>vate 
a 
Sales 
Culture 
 Accountability 
 Leverage 
technology
Stop Searching. 
Start Finding.
Stop Searching. 
Start Finding. 
HOW 
TO 
BUILD 
A 
PIPELINE 
PARADIGM 
Presented 
by: 
David 
Ackert 
Founder, 
Prac>ce 
Boomers 
david@prac>ceboomers.com 
Mark 
Hinkle 
COO, 
Manzama 
mark@manzama.com

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How to Build a Pipeline Paradigm ft. Mark Hinkle and David Ackert

  • 1. Stop Searching. Start Finding. HOW TO BUILD A PIPELINE PARADIGM Presented by: David Ackert Founder, Prac>ce Boomers david@practiceboomers.com Mark Hinkle COO, Manzama mark@manzama.com
  • 2. Stop Searching. Start Finding. Agenda Iden>fy Opportuni>es Techniques to Ini>ate Contact
  • 3. Stop Searching. Start Finding. Agenda Iden>fy Opportuni>es Techniques to Ini>ate Contact The Pipeline Pursuit Maintaining Consistent Contact Developing Lead Bait
  • 4. Stop Searching. Start Finding. Agenda Iden>fy Opportuni>es Techniques to Ini>ate Contact The Pipeline Pursuit Maintaining Consistent Contact Developing Lead Bait Cul>vate a Sales Culture Establish a Prac>ce Pipeline
  • 5. Stop Searching. Start Finding. Agenda Iden>fy Opportuni>es Techniques to Ini>ate Contact The Pipeline Pursuit Maintaining Consistent Contact Developing Lead Bait Cul>vate a Sales Culture Establish a Prac>ce Pipeline Key Take-足Aways
  • 6. Stop Searching. Start Finding. Reac>ve Approach: business results are a product of factors beyond your control
  • 7. Stop Searching. Start Finding. Proac>ve Approach: business results are influenced by your strategy and ac>vity
  • 8. Stop Searching. Start Finding. The Rule of Seven Stop checking in and start providing relevant informa>on
  • 9. Stop Searching. Start Finding. The Rule of Seven Stop checking in and start providing relevant informa>on Find interes>ng, insighWul content to share (with Manzama) Provide the prospect informa>on on their compe>tors Proac>vely provide legisla>ve or regulatory updates Share industry trends and developments Reach out around execu>ve movement/awards Provide compe>>ve intelligence
  • 10. Stop Searching. Start Finding. The Rule of Seven Stop checking in and start providing relevant informa>on Find interes>ng, insighWul content to share (with Manzama) Provide the prospect informa>on on their compe>tors Proac>vely provide legisla>ve or regulatory updates Share industry trends and developments Reach out around execu>ve movement/awards Provide compe>>ve intelligence Audi>on for the part
  • 11. Stop Searching. Start Finding. How to Iden>fy Market Opportuni>es Monitor market ac>vity Industry Intelligence Compe>>ve Landscape Regulatory Changes Watch for Interes>ng Developments Share Interes>ng Developments Be Timely Thought Leadership Identify Opportunities
  • 12. Stop Searching. Start Finding. For Example Identify Opportunities
  • 13. Stop Searching. Identify Opportunities Start Finding. For Example
  • 14. Stop Searching. Start Finding. Techniques for Ini>a>ng Contact: Content Marke>ng Pipeline Pursuit Content + Communica>ons = Rela>onship Building
  • 15. Stop Searching. Start Finding. Techniques for Ini>a>ng Contact: Content Marke>ng Pipeline Pursuit Content + Communica>ons = Rela>onship Building Content Marke+ng defined: The technique of creating and distributing relevant and valuable information to attract, acquire and engage a clearly defined target audience in order to drive profitable customer action.!
  • 16. Stop Searching. Start Finding. Identify Opportunities Techniques for Ini>a>ng Contact: LinkedIn Reference commonali>es in your invita>on to connect. Hi Mary, its David. Listen, I was on LinkedIn today and I no>ced that youre connected to Kevin Bacon, the HR Director at CleanWater. I do a lot of business with HR departments in his sector. What can you tell me about him that might lead to an appropriate introduc>on?
  • 17. Stop Searching. Start Finding. Techniques for Ini>a>ng Contact: Abend Abend their speaking engagements Introduce yourself aaerwards Follow up with content Identify Opportunities
  • 18. Stop Searching. Start Finding. Techniques for Ini>a>ng Contact: Propose an Interview Identify Opportunities Dos and Donts Do schedule 20 minutes for the interview Do hold the interview in person Do share the ar>cle when its published Dont delegate this strategy
  • 19. Stop Searching. Start Finding. Techniques for Ini>a>ng Contact: Propose an Interview Identify Opportunities Dos and Donts Do schedule 20 minutes for the interview Do hold the interview in person Do share the ar>cle when its published Dont delegate this strategy Hi, this is Don Tyler with Perkins Blane and Im wri>ng an ar>cle on the new regula>ons that are impac>ng companies in your sector. Id like to feature your CEO, Maggie Seastrom, in the ar>cle. Can you connect us?
  • 20. Stop Searching. Start Finding. Techniques for Ini>a>ng Contact: Invite to Speak Identify Opportunities
  • 21. Stop Searching. Start Finding. Cultivate A Sales Culture Use CRM or prospec>ng technology: track efforts and maintain consistency
  • 22. Stop Searching. Cultivate A Sales Culture Start Finding. Example: Prac>ce Pipeline Report For A Law Firm
  • 23. Stop Searching. Start Finding. Example: Cultivate A Sales Culture Prac>ce Pipeline Report For A Law Firm
  • 24. Stop Searching. Start Finding. Key Take-足Aways Iden>fy Opportuni>es Be Proac>ve Rule of Seven The Pipeline Pursuit Integrate Content Marke>ng Prospect high value prospects directly Cul>vate a Sales Culture Accountability Leverage technology
  • 26. Stop Searching. Start Finding. HOW TO BUILD A PIPELINE PARADIGM Presented by: David Ackert Founder, Prac>ce Boomers david@prac>ceboomers.com Mark Hinkle COO, Manzama mark@manzama.com