Creative Tactics for the CRM Ninja
welcome to the dojo
The City University of New York
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Creative Tactics for the CRM Ninja
APPLAUSE
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Creative Tactics for the CRM Ninja
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Creative Tactics for the CRM Ninja
My Epic Fail
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Creative Tactics for the CRM Ninja
A Lesson for the Future
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Creative Tactics for the CRM Ninja
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Creative Tactics for the CRM Ninja
The CRM Ninja Formula
A lot of experience = a lot of mistakes
= a lot of learning
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Creative Tactics for the CRM Ninja
Tactic 1: Fearless Emails ² Purpose ² Concise ² Call-to-action ² Clean code ² Plain text ² Media supports
message
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Creative Tactics for the CRM Ninja
Fearless Email Workflow
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Creative Tactics for the CRM Ninja
Plan
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Creative Tactics for the CRM Ninja
Craft
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Creative Tactics for the CRM Ninja
The City University of New York
Clean up text
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Creative Tactics for the CRM Ninja
Edit template
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Creative Tactics for the CRM Ninja
Copy html into Premailer
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Creative Tactics for the CRM Ninja
Copy html into Premailer
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Creative Tactics for the CRM Ninja
Google fonts hack
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Creative Tactics for the CRM Ninja
Google fonts hack
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Creative Tactics for the CRM Ninja
Pretty opt-outs
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Creative Tactics for the CRM Ninja
Test and tweak
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Creative Tactics for the CRM Ninja
The City University of New York
Ship without fear!
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Creative Tactics for the CRM Ninja
Final tips to ship
² Match names of emails and filters ² Match start time to recurring time ² Check “Preview Send Times” ² Send results to yourself
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Creative Tactics for the CRM Ninja
The City University of New York
Tactic 2: Resend Process ² Attribute ² Filter ² Communication ² Report
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Creative Tactics for the CRM Ninja
The City University of New York
Resend reports
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Creative Tactics for the CRM Ninja
The City University of New York
Tactic 3: Scalable Workflow
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Creative Tactics for the CRM Ninja
The City University of New York
Commitment deposit plan
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Creative Tactics for the CRM Ninja
The City University of New York
Math Placement process
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Creative Tactics for the CRM Ninja
The City University of New York
Transfer Eval process
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Creative Tactics for the CRM Ninja
The City University of New York
Password reset requests
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Creative Tactics for the CRM Ninja
The City University of New York
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Creative Tactics for the CRM Ninja
The City University of New York
Tactic 4: Actionable VIP
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Creative Tactics for the CRM Ninja
The City University of New York
Four keys to Actionable VIP
² Purposeful information ² Important content above-the-fold ² Required actionable steps ² Progress bar
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Creative Tactics for the CRM Ninja
The City University of New York
WOW Slider
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Creative Tactics for the CRM Ninja
The City University of New York
Making progress
Three keys to becoming a successful crm ninja
One.
Meet Regularly
Two.
Execute & adjust
Three.
Ship without fear
And finally...
Find me:
Paul w. Philips @paulphilpsweb Hunter Hub Hunterhub.wordpress.com
The City University of New York
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