Financial Advisors | OutboundEngine https://www.outboundengine.com Automatic Online Marketing Fri, 30 Dec 2022 18:40:34 +0000 en-US hourly 1 https://www.outboundengine.com/wp-content/uploads/cropped-identity-favicon-32x32.png Financial Advisors - OutboundEngine https://www.outboundengine.com 32 32 Better Email Etiquette Equals Better Marketing Results [16 Rules] https://www.outboundengine.com/blog/email-etiquette-equals-marketing-results-16-tips/ https://www.outboundengine.com/blog/email-etiquette-equals-marketing-results-16-tips/#respond Tue, 03 Jan 2023 13:00:00 +0000 http://www.outboundengine.com/?p=9863 In an age where a first impression may be made without meeting someone first, it’s crucial you’re aware of email marketing etiquette. If you want to make the most of your efforts, you need to be sure you’re not committing a faux pas that could have you end up in the junk folder, or worse, having people tell their friends to work with someone else.

Staying in front of the customer is a must for small business owners. And there’s no better way to improve awareness, conversion, and retention than with a solid email marketing strategy.

Here are 16 ways to ensure every email you send will resonate with your target audience as intended.

Bonus Content: Grab a copy of our Email Marketing Roadmap.

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1. AVOID ALL CAPS.

Occasionally, caps work to put emphasis on a word or phrase. But more often than not, your audience feels like you’re YELLING AT THEM! Err on the side of good email etiquette and avoid the caps lock entirely.

2. Don’t overuse exclamation points!!!

Similar to all caps, exclamation points are easily misinterpreted. When used sparingly, the exclamation point can effectively communicate excitement. But go too far and you also risk coming across as overly enthusiastic or even insincere. A good rule is to limit yourself to one exclamation point per business email.

email etiquette

3. Don’t abuse the bold, italics and underline styling.

While these features can be used to emphasize a point, too much of a good thing goes bad quickly. An email full of bold, italicized and underlined text could come across as aggressive, or even rude. If nothing else, it’s distracting and confusing.

4. Watch your tone.

Your emails represent your brand, so it’s important to be both positive and professional. Avoid negative language, and when possible, try to frame negative messages in a more positive light.

For example, instead of saying, “you missed the deadline,” which sounds accusatory, take a more neutral approach and say, “the deadline passed.”

5. Keep the message clear, concise and easy to read.

Studies have shown that people misinterpret the tone and meaning of emails as much as 50 percent of the time. That’s a 50/50 shot your messaging can get lost. The best way to avoid this email etiquette faux pas is to eliminate unnecessary and ambiguous language.

6. Keep humor to a minimum.

Recent surveys have shown that many people find humor acceptable in an email. The problem with humor is that it’s entirely subjective. What you find funny, someone else may find offensive.

Plus, the absence of vocal and facial cues makes it difficult to know when someone is joking in an email. If you don’t know the recipient well, or if you’re not sure the joke reads in an obvious way, save the humor for another occasion.

7. Avoid the use of slang.

While email communications can be relaxed, friendly and informal, you still want to sound professional. Believe it or not, survey respondents were strongly against the use of slang in emails. In fact, over 40 percent of survey respondents ages 18-24 considered slang “totally unacceptable.” So save the BRBs and TTYLs for texting.

email etiquette

8. Keep salutations professional.

You don’t need to be over-the-top formal, just respectful. A simple “hello” or “good morning” will do. As you get to know recipients better, you can take a less formal approach if it’s appropriate. Using the recipient’s name adds a personal touch, but make sure to use the name they prefer.

Pro tip: Don’t shorten names on your own or create nicknames. As anyone who goes by Daniel or Katherine can tell you, getting an email addressed to “Danny” or “Katie” is both rude and disrepectful.

9. Close in a respectful manner.

Your sign-off can be as simple as “sincerely” or “thank you.” Always include your relevant contact information, so the recipient knows how to reach you. To make things easy, create a professional email signature that includes your name, job title, company, business address and phone number.

10. Keep your emails mobile-friendly.

email etiquette

After all, 91 percent of consumers check email on their smartphone at least once per day. Remember, special fonts and emojis don’t play well across all devices.

If you must include photos, add them as attachments. You don’t want to force recipients to wait for photos to load to get access to your message.

11. Always provide valuable content.

No one wants a constant sales pitch. If you can provide information or start an interesting conversation, your audience will respond.

Use list segmentation and create a targeted message for each segment group. The more you speak to the direct needs of the recipient, the better your results will be.

12. Don’t exhaust your audience with too many emails.

Determining the best email frequency for your business requires some experimentation, trial and error. But, in general, we recommend reaching out one to four times each month. This may sound like a lot or barely anything, depending on your business. However many emails you send, the goal is to stay top of mind without annoying your recipients.

13. Avoid lengthy email subject lines.

Email open rates are highest when subject lines are six to 10 words long, approximately 50 characters in length. So keep your subject lines short and to the point. Remember, you want the recipient to open the email. Make the subject enticing, but don’t give away so much information that there’s no reason to read more.

Here’s an example of a subject line that says too much: “Our research shows that emailing customers twice a month can lead to optimal open rates.”

A better subject line would be “How Often Should You Email Customers?” It poses an interesting question without giving away the answer, so the recipient is more likely to open the email to find out.

14. Always proofread before hitting send.

email etiquette

A sloppy, error-ridden email does nothing for your email etiquette reputation. Your readers shouldn’t have to proofread and edit your work to understand your message. Check and double-check everything from the subject line to the email signature, including grammar, capitalization, punctuation, and spelling.

Pro tip: Also remember to check all links! Recipients who click a link that takes them nowhere will likely abandon your email altogether.

15. Respond to emails in a timely fashion.

Try to respond to everyone within 24 hours, if possible, including those who contact you by mistake. If a proper response is going to take additional time, shoot the sender a quick note to let them know you’ll be following up ASAP. This approach is not only a top-notch example of stellar email etiquette, but it also keeps your inbox clean and allows everyone to move forward with their business.

16. Don’t get tripped up by Reply All, CC and BCC features.

Here’s a quick breakdown:

  • Use Reply All when the conversation is important to everyone in the thread.
  • Use CC to include people on a need-to-know basis.
  • Use BCC when mailing to a bulk list or when the privacy of the recipients is essential.

If your email doesn’t fit in these categories, stick with a single recipient. You can always add more people to an email thread later on.

We hope these best practices for email etiquette will help elevate your email marketing game. We know how busy professionals and business owners get, so if you’re short on time, we’re here to automate the process. Learn more about how OutboundEngine markets your business for you so you can focus on sales.

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Best Time Management Tips for Productive Small Business Owners https://www.outboundengine.com/blog/time-management-tips-for-productive-small-business-owners/ https://www.outboundengine.com/blog/time-management-tips-for-productive-small-business-owners/#respond Tue, 06 Sep 2022 10:30:54 +0000 http://www.outboundengine.com/?p=15686 Many small business owners are accustomed to burning the candle at both ends. In fact, 39 percent report working up to 60 hours per week. It’s no wonder time management tips are so commonly sought out by busy small business owners.

Are you a professional who finds the idea of a 40-hour workweek laughable? Test out these time management tips and “work” your way to a more productive week.

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1. Make a Schedule Based on Your Personal Productivity Fluctuations

Your productivity and energy levels may swing like a pendulum throughout the day. The trick to tackling your most important tasks is to capitalize on the portions of the day when you have the most momentum.

Duke University psychology and behavioral economics professor Dan Ariely found that for much of the workforce, the most productive block of time occurs within the first two hours of their workday. He recommends using this time to tackle highly cognitive tasks, like strategically mapping out your day or completing creative projects.

If you know you struggle to concentrate in the late afternoon, save that time for tasks requiring less brainpower. Try responding to emails instead of scheduling end-of-day meetings or tackling important deadlines.

Compartmentalizing tasks based on the inherent ebbs and flows of your energy level can help you remain productive throughout your day.

2. Find Creative Ways to Limit Distractions

Once you find your flow, it’s important to stay on task. However, between the onslaught of push notifications and needy clients, most of us face large-and small-scale distractions every three minutes. That can be even more often if you’re working from home with kids in the house. While some of these interruptions can be quickly addressed, getting back to the original task at hand takes an average of 23 minutes.

There’s a clear takeaway: cut out two small distractions from your workday and you’ve potentially saved yourself an hour of billable time!

Try a combination of these techniques to help you stay focused:

  • Find playlists you can work to. We love instrumental music and useful online options like SimplyNoise.
  • Close browser windows you don’t need. This will save you from tempting distractions. If you’re worried about losing track of important tabs, use a tool like Session Buddy to save your tabs for later. If you’re using Chrome, you can also hide unused tabs away inside a tab group.
  • Turn off notifications and set your phone to airplane mode. If you’re worried about time sensitive notifications, do this only for short sprints of time when you need to maintain intense focus.
  • Keep a healthy snack at your desk. Hunger is distracting, and so is getting up to search for snacks.

3. Limit Your Priorities

When you’re running a small business, anything related to your company is ultimately your responsibility. But, as the adage says, “If everything is important, then nothing is.”

Not everything requires equal attention, and having an expansive to-do list can lead to task paralysis. By keeping your priority list short, you automatically hone your focus. For more than 72 percent of small business owners, this concentration hinges largely on developing high-level strategies that can help grow their businesses.

Which leads us directly to our next topic…

4. Learn the Art of Delegation by Automation

After you’ve culled the list of priorities down to the essentials, what’s next? The short answer: delegating them!

For some small business owners, this means hiring a part-time assistant to help manage the schedule or answer emails. Others turn to online assistants like Upwork or Zirtual for general task management and website maintenance.

And nearly 50 percent of companies use some form of marketing automation to get more out of their day. (Think customized email blasts and social media campaigns tailored to your customers.)

Bonus Tip: We can automate your marketing!

5. Stay Organized

Ever found yourself shuffling through business cards to find the one you want? Or logging in and out of multiple apps to get the information you need about a client? Or scrolling through an endless list of emails in search of the one you’re looking for? All of that takes time, and when you add it up over days and weeks, it can become a significant amount. Organization pays off not just in peace of mind but in actual minutes of your life.

Fortunately, there are apps to streamline nearly every repetitive, headache-inducing task you can think of. We compiled a list of our five favorite organization apps, but that’s just the tip of the iceberg.

Wrap-Up

If you start following all these tips, you should see an immediate uptick in your daily free time. And don’t forget that we’re here to save you even more time by taking marketing off your plate.

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Use These 5 LinkedIn Features to Help Your Business https://www.outboundengine.com/blog/linkedin-features-can-help-your-business/ https://www.outboundengine.com/blog/linkedin-features-can-help-your-business/#respond Wed, 29 Jun 2022 17:15:02 +0000 https://www.outboundengine.com/?p=18549 LinkedIn, like all of the other major social media platforms, looks a lot different today than when it launched in 2003. It now as more than 722 million members and counting, and with all these eyes consuming content on LinkedIn, it’s important to be present and take advantage of the tools at your disposal to grow your business, your skills and your reputation.

Here are five LinkedIn features that small business owners should try out:

1. LinkedIn Learning

LinkedIn Learning is the place to go if you’re looking to get questions answered, are an avid learner, or want to develop a particular skill relevant to your career. You can search for skills, software and topics, and can save programs or presentations that are interesting to you. If you don’t know where to start, scroll through what appears on your LinkedIn Learning home page. LinkedIn has segmented much of content into categories like Editor’s Picks, learn within 30 minutes, and trends. They even offer a free trial so you can check out a few courses before you commit. Keep your skills and mind sharp – pick a course and start today!

linkedin-features-matter

How this LinkedIn feature can help your business: There is really no downside to continuing education. Whether it’s technical skills like HTML and SEO or soft skills like leadership, increasing your knowledge and strengthening existing skills is key to staying at the top of your field. By staying up-to-date on industry trends, popular topics, and what your competitors are doing, you’ll be more confident than ever in your ability to support your clients’ questions and needs.

2. LinkedIn Events

Did you realize LinkedIn offers an events feature similar to Facebook’s popular events system? Many users aren’t in the know, but on any given day you can find a wide range of virtual meetups, webinars and other events happening on LinkedIn. Just search via the top navigation bar and click on the “events” button to limit your query to events.

How this LinkedIn feature can help your business: LinkedIn Events serves as a handy networking and learning hub — there are events available for just about every industry for you to connect with peers and learn from them. You can also get a peek into the events your competitors are hosting for their clients and prospects, in case you want to try your hand at hosting one yourself.

Some examples:
Real estate events
Insurance events
Mortgage events
Small business events

3. Active Status

Facebook and Google have been using this little green dot for years to make it easy for users to chat with each other when they are online. You can now do the same on LinkedIn! When you go to a connection’s profile page, Active Status shows a green dot next to their photo if they are online.

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There is a slightly different dot if they are not currently active but have mobile push notifications enabled.

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How this LinkedIn feature can help your business: When you only have a few minutes to check in, knowing someone is online and available increases the chances of them seeing and responding to your note. Same goes for having your active status seen. On that note, be sure that your active status is on.

Follow these steps:

  1. Under your photo in the upper right, click “Settings & Privacy.”
  2. Under the “Visibility” section, click on “Visibility of your LinkedIn activity.”
  3. Then click “Manage active status” to make sure your connections can see when you are online.

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4. Advanced Search

Anyone who shops online knows the difference between a good search and a bad one. When you are digging through hundreds of search results, endlessly scrolling is ineffective and leads to most people giving up and moving on. The best searches have multiple filters you can apply quickly to sort through and narrow down your results. LinkedIn has made their Advanced Search easier to find exactly who and what you are looking for by including filters to appear once you submit a term in the search bar.

linkedin-features-matter

How this LinkedIn feature can help your business: They can’t contact you if they can’t find you, right? These filters make it easier for people to find you if you have a complete LinkedIn profile. Keep your account and information up-to-date and accurate and you’ll appear within various filters.

5. LinkedIn Publishing

After discussing some newer LinkedIn features to help your business we have discussed, we’re ending on a feature that has long existed but is more polished than before. Writing and sharing content has been available to users for some time, but LinkedIn has made it easier than ever for users to publish original content that can expand your reach beyond your existing connections.

There is one newer advancement in LinkedIn publishing worth noting. Users can now adjust their settings so posts shared to “Public” can be viewed by anyone even if they are not signed into LinkedIn. This means the content you publish can be read by others who aren’t logged into LinkedIn.

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If you get stuck once you’re on that page, check out this post about LinkedIn ideas you can do now.

Use this LinkedIn feature to help your business: As a result of sharing your thoughts and expertise, you are starting and continuing conversations that may lead to new connections and opportunities. Being able to direct clients to an article you wrote adds another level of credibility to your business.

Wrap Up

Yes, you should be using LinkedIn as part of your marketing strategy. No, it’s not enough to just set up a profile. If you are only occasionally connecting with people you meet and doing nothing more, you are missing out on using many LinkedIn features to help your business.

Finally, know that LinkedIn will continue updating and improving its experience for users. Be sure you stay current on what’s new. This list of LinkedIn features to help your business is a good start, but by no means all-inclusive. If you need a hand in the world of social media marketing, we’re here to help take that off your to-do list.

To learn more on your own, check out our Social Media Field Guide below. It’s chock full of information on how to get started, marketing trends, where to focus your efforts, and so much more.

Social Media Field Guide

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Improve Your Follow-Up Calls With These 8 Tips https://www.outboundengine.com/blog/improve-your-follow-up-calls/ https://www.outboundengine.com/blog/improve-your-follow-up-calls/#respond Tue, 03 May 2022 10:44:00 +0000 http://www.outboundengine.com/?p=15750

In business, the follow-up is a fact of life. Now that texting has been more common than calling for a while, phone conversations aren’t getting easier for many people. However, phone calls (and lately, video chats) are an important part of business communication — especially when you can’t meet in person. When someone reaches out to you, the way you handle that follow-up call can make or break your relationship with that customer or prospect. A bad or even just an underwhelming first impression has a huge impact. If it happens enough times, your business will start to suffer. Here are some tried-and-true techniques to improve your follow-up calls and have more effective phone conversations.

1. Schedule your calls.

improve your follow-up callsPeople are busy these days, and the chances of you catching them at an opportune time without making an appointment are slim. Scheduling your follow-up call is the polite and professional thing to do.

Of course, there will be exceptions to the rule. An angry client may want a callback immediately, or the request might be time-sensitive. Use your best judgment.

Bonus Tip: Be ready to leave a brief phone message, even if you’ve scheduled the call beforehand.

2. Be prepared.

People know when you’re unprepared, and it’s not a confidence booster. Instead of wasting their time and yours, do some prep work beforehand.

Thanks to Google and social media, it’s easier than ever to gain insight into a prospect’s personal background and interests. As for existing clients, they should already be in your database, along with information about their interactions with your marketing and web content.

This should be more than enough info to put together some helpful talking points and focus the purpose of your conversation. You don’t necessarily need a script — keep it natural — but being prepared helps you come across as a competent professional.

3. Ask questions that get answers.

This isn’t as simple as avoiding “yes” or “no” questions. For many of us, asking effective questions isn’t always easy. The questions you ask, as well as the questions you don’t, have a major impact on the success of your conversations.Improve Your Follow Up Calls

Potential pitfalls include:

  • Leading the witness: “You changed your furnace filter this past spring, right?”
  • Multiple choice or multiple questions: “Did you change your furnace filter last month, last fall or has it been even longer? Do you know if maybe your spouse took care of it? Has anyone else performed service on it recently?”
  • Rambling: “Have you ever changed the furnace filter? You know, you really need to change the filter every spring and fall, sometimes more if you’ve got pets or smokers in the house. I knew this one guy…”

While these examples seem conversational and relatively harmless, they introduce unnecessary variables that may confuse the client, when a more direct “When was the furnace filter last changed?” would have done the trick. Plus, it can make busy people feel like their time is being wasted when they can answer your question quickly.

If you want to improve your follow-up phone conversations, you have to learn to ask direct, deliberate questions that result in useful answers. And you have to be comfortable remaining silent while the client responds.

4. Keep the conversation balanced.

A useful phone conversation requires equal parts give and take. If you’re doing all of the talking, you won’t get the customer’s input. But if you’re doing all of the listening, then you’re not asking the questions necessary to draw insight from the customer.

To establish rapport, learn the client’s pain points and communicate your value proposition effectively, you have to keep the conversation balanced.

Be sure you give them time to answer before asking your next question. If they feel like you’ve steamrolled the conversation, their interest in working with you any further will be unlikely. Improve your follow-up calls by being an attentive listener and active participant.

5. Ask follow-up questions.Improve Your Follow-Up Calls

Ask your questions and listen to the answers. Don’t interrupt, but don’t be afraid to ask follow-up questions if you need more information. Follow-up questions can also be useful in guiding the conversation, especially if you’re talking to someone who is chatty or has trouble staying on topic.

For some, the potential embarrassment of asking a “stupid” question is enough to keep them quiet entirely. But it’s better to ask now than to make a deal-breaking mistake later because you thought you could fake it. Remember, asking follow-up questions shows you’re listening, and it shows you care about building a long-lasting relationship.

6. Clarify answers by repeating them back to the client in your own words.

When you place an order at the drive-thru window, they often read the order back to you before ringing it up. This is done to ensure your order is correct. This same technique can work wonders when following up with clients.

No matter how hard you listen during a call, there’s always the chance of a misunderstanding. Maybe the client gave a vague or complicated answer, or maybe you just misheard the response. Repeating the answer back to the client allows you to clarify the information and keep it from becoming a problem.

7. Know how to use your phone.

Improve Your Follow-Up Calls

This should go without saying, but how many times have you been on a call with someone who didn’t know how to mute the phone, much less patch in an associate or transfer a call? If you’re in a business where phone technology can make your follow-up calls complicated, make sure you know what you’re doing before getting the client on the line.

Give yourself a few minutes before the call to make sure you know how to navigate any potential technological issues.

8. Send a follow-up email to recap the call.

That’s right — you should follow up the follow-up! After the call, compile the highlights of the conversation and any outstanding items that need following up. The purpose of this recap email isn’t to provide a word-for-word summary of the conversation but to instead thank the client and document the major talking points of the call for future reference.

These follow-up emails also ensure any action items or responsibilities are clear to both sides. A clear recap email will improve your follow-up calls and keep the conversation going in a productive and useful way.

If you’re not sure where to start, check out our super cut-and-paste follow-up email templates here.

Improve your follow-up calls today.

Quality phone conversations go a long way toward customer satisfaction and business growth. After all, the best marketing in the world won’t amount to much if you don’t know how to follow up with the leads it generates. Use these techniques and improve your follow-up calls to make the most of your future client interactions.

 

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