Facebook Lead Capture FlowChart

 

Nerd alert. We're about to roll out a new Facebook campaign and I thought it would be helpful to put together a flow chart (thank you LucidChart) and video (thank you Screenflow) so that everyone is on the same page.

I'm sharing it here because I recently made the decision to open source my business processes as a way of forcing me to make sure they are good, well documented and well communicated.

I'm under no illusion that this is going to mean my business runs without a hitch, but I do believe this is the important work of any entrepreneur that is un-sexy, boring and nobody wants to talk about.

Ready? Let's go.

Promoting Content First

The campaign begins by running Facebook ads to promote a blog post called “The Definitive Guide to Winning Better Clients with Bigger Budgets.” This blog post includes links off to 5 secondary blog posts that include more detail around some of the concepts outlined.

All blog posts (the primary blog post and the five secondary posts) include slide up and exit pop over forms to encourage readers to opt-in for a free five-part email course. These forms are programmed to appear if the reader has scrolled down past the halfway point of a blog post or visited more than two pages.

If the reader chooses to sign up for the email course, they will be redirected to a thank you page on our blog which counts as the conversion. They will then receive one email per day for five days with further training.

Remarketing

If they ignore the opt-in forms on the blog, we will trigger a remarketing campaign to invite them back to a landing page where they can sign up for the free email course. If they choose to sign up from the remarketing campaign they will be redirected to a thank you page which counts as a remarketing conversion. They will then receive the email course.

The Technology

Our blog is built on WordPress, the opt-in forms are programmed and designed with OptinMonster, the remarketing pages are built on ClickFunnels and all of the email addresses and the email course are handled by Infusionsoft.

Yes, there are affiliate links on this page because I spend over $4000 a month on SaaS and I like expensive coffee.

I'd love to hear any questions or suggestions in the comments.

Oh, and here's the flowchart: