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How To Get Your First Customers + Templates & Tools by Mark Montalban - FounderCopy v2

This document provides guidance on building marketing funnels to get first customers. It outlines funnel elements like websites and social media. It then describes a 4-step process to generate leads: 1) choose a niche and research the market on forums and groups; 2) build minimum B2C and B2B funnels; 3) fill the funnel using tactics like cold outreach templates, influencer partnerships, and consistently following up; 4) measure funnel metrics. Templates, case studies, and tools are provided to help implement the strategies discussed.

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Founder Institute
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2K views46 pages

How To Get Your First Customers + Templates & Tools by Mark Montalban - FounderCopy v2

This document provides guidance on building marketing funnels to get first customers. It outlines funnel elements like websites and social media. It then describes a 4-step process to generate leads: 1) choose a niche and research the market on forums and groups; 2) build minimum B2C and B2B funnels; 3) fill the funnel using tactics like cold outreach templates, influencer partnerships, and consistently following up; 4) measure funnel metrics. Templates, case studies, and tools are provided to help implement the strategies discussed.

Uploaded by

Founder Institute
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 46

How to Get Your First

Customers
+ Templates, Tactics, &
Tools

@markmonta [email protected]
OUTLINE
1. FUNNEL INTRO

2. FUNNEL EXAMPLES & ELEMENTS

3. FOUR STEPS TO GET LEADS

4. CUSTOMER DEVELOPMENT / SALES TACTICS

@markmonta 2
FUNNELS

are paths a lead travels when


completing your intended
goal

@markmonta 3
@markmonta 4
FUNNEL ELEMENTS
● Website (Blog, Navigation, About, Product)
● Company Social Media
● Buying process
● Customer service
● Marketing Emails (& tone)
● Personal social profiles (or lack thereof)
● Tone of your voice
● Posture and facial expressions

@markmonta 5
LEVEL 1: FEEDBACK
LINKEDIN CONNECTION REQUEST
FOLLOW UP 1
SOCIAL MEDIA RESEARCH
FOLLOW UP 2
FEEDBACK CALL
@markmonta 6
LEVEL 2: $$$

@markmonta 7
LEVEL 3: MICRO OPTIMIZATIONS

@markmonta 8
MORE FUNNEL ELEMENTS

@markmonta 9
SO, WHERE DO
YOU START?
@markmonta 10
1. CHOOSE A NICHE

@markmonta 11
2. RESEARCH YOUR MARKET
A Forums (Reddit & smaller ones)
B Facebook Groups
C Linkedin Groups & Hashtags
D Quora (Topics)
E Meetup.com Groups

@markmonta 12
FB/INSTA/REDDIT/TW RESEARCH HACK

@markmonta 13
LINKEDIN RESEARCH HACK

@markmonta 14
3A. BUILD YOUR B2C FUNNEL
(Minimum Requirements, Not Including Product)

1. Landing Page
2. Email Funnel
3. Funnel Optimization & Tests
a. Landing Page Headlines
b. Email Follow Ups
c. Checkout process
d. (Product Tweaks)

@markmonta 15
@markmonta 16
WHEN IN DOUBT, COPY YOUR
COMPETITORS

@markmonta 17
@markmonta 18
3B. BUILD YOUR B2B FUNNEL
(Minimum Requirements)

1. Outreach templates
2. Follow up templates
3. Sales Script
a. Sales Deck - The 5 Elements
b. Selling Process (BMANTR)
4. Funnel Optimization & Tests
a. Outreach emails
b. Follow up templates
c. Sales Call
d. (Product Tweaks)

@markmonta 19
4. FILL YOUR FUNNEL

@markmonta 20
HOW DO YOU FILL THE FUNNEL?
(FOR FREE)

@markmonta 21
TACTIC #1

@markmonta 22
TACTIC #1 + TEMPLATE PT. 1

Hey <name>, I loved your work on


___ and have experience with ___.
Would love to connect and see if I
can help with ___. Thanks

@markmonta 23
TACTIC #2 + TEMPLATE PT. 2

Hey thanks for connecting. Would


love to connect further. I have sent
more details to your email. Let me
know if I can set up a quick 15-min
chat. Thank you!
@markmonta 24
TACTIC #2

@markmonta 25
MOST USED EMAIL FORMATS
Founders: fi[email protected]

Managers: [email protected] or
[email protected]

Influencers & Personal Emails: ???

@markmonta 26
GMAIL EMAIL FINDING

@markmonta
27
TARGETING SMBs?

@markmonta 28
TARGETING LARGE BUSINESSES?

@markmonta 29
Unapologetically follow up
nicely & appropriately
until you get a yes or no.
Templates: fndri.com/cold_emails

@markmonta 30
EXAMPLE 5TH FOLLOW UP EXAMPLE

@markmonta 31
TACTIC #3 + TEMPLATE

@markmonta 32
TACTIC #4 INFLUENCERS

@markmonta 33
1K - 2K Emails / Day

@markmonta 34
INFLUENCERS (B2C & B2B)

@markmonta 35
CASE STUDY #1

@markmonta 36
CASE STUDY #2

@markmonta 37
CASE STUDY #2

@markmonta 38
CASE STUDY #2

@markmonta 39
@markmonta 40
TOOLS & RESOURCES
Email Tools Books
● Streak (Mass Email) ● The Adweek Copywriting Handbook
● Mailtester (Email Verifier) ● DotComSecrets
● MixMax (embedded gmail polls and
meeting requests) Research Tools
● More Outreach Templates ● OneTab (Research Organization)
● Crunchbase Insights
Email Marketing ● Respondent (FI DEAL)
● Mailchimp
● Active Campaign (automation) Landing Pages
● Hubspot (FI DEAL) ● WEEBLY (FI DEAL)
● LANDER APP (FI DEAL)
Influencers ● WORDPRESS.ORG + THRIVE THEMES
● Russell Brunson (B2C Tactics)
● Gary Vaynerchuk (B2B&C Tactics)
● *People in your vertical*

@markmonta ⚡ Slide 35
41
THANK YOU
🙏
Access presentation link: fndri.com/MCD
Follow me on Facebook, Twitter, Linkedin, Instagram
Follow MindfulText on Facebook, Twitter, Linkedin, Instagram, Pinterest

@markmonta 42
TYPES OF EMAILS

@markmonta 43
EXPERT FUNNEL
EXAMPLES
@markmonta 44
METRICS OF A FUNNEL

<-Start Here

@markmonta 45
METRICS OF A FUNNEL

@markmonta 46

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