Your Consulting Secret Weapon: Instant Customer INSTANT CUSTOMER

Instant Customer Presents...

Table of Contents

Introduction: Your Consulting Secret Weapon...... 5

Part 1: How to Set Up Your Business as a Highly-Paid Marketing Consultant...... 7 Step 1: Positioning Yourself and Marketing Consulting Business...... 9 Step 2: Developing Your Marketing...... 13 Step 3: Getting Clients...... 17

Part 2: Traffic Geyser Overview: Tools to Help Customers Get Better Results, Fast...... 25

Part 3: Instant Customer Overview: Your Consulting Secret Weapon...... 27 Account Architecture...... 29 “Manage” Section...... 35 Campaign Planning...... 41 Instant Builder: Building Your List...... 51 Evergreen Webinars...... 65 Essential Instant Customer Techniques: Linking Your Domain to Instant Customer...... 69 3rd Party Integrations...... 80 Support Overview...... 82

DO NOT DUPLICATE OR DISTRIBUTE WITHOUT PERMISSION.

This manual and associated presentation contain proprietary content and must not be duplicated or distributed without written permission. No portion of this material may be shared or reproduced in any manner under any circumstance whatsoever without advanced written permission from Instant Customer. com and/or Traffic Geyser, LLC. No portion of this material is intended to offer legal, medical, personal or financial advice. We’ve taken every effort to ensure we accurately represent these strategies and their potential to help you grow your business. However, we do not purport this as a “get rich scheme” and there is no guarantee that you will earn any money using the content, strategies or techniques displayed here. Nothing in this presentation is a promise or guarantee of earnings. Your level of success in attaining similar results is dependent upon a number of factors including your skill, knowledge, ability, connections, dedication, business savvy, business focus, business goals, and financial situation. Because these factors differ according to individuals, we cannot guarantee your success, income level, or ability to earn revenue. You alone are responsible for your actions and results in life and business, and by your use of these materials, you agree not to attempt to hold us liable for any of your decisions, actions or results, at any time, under any circumstance. The information contained herein cannot replace or substitute for the services of trained professionals in any field, including, but not limited to, financial or legal matters. Under no circumstances, including but not limited to negligence, will Mike Koenigs, MikeKoenigs.com, Instant Customer.com and Traffic Geyser, LLC or any of its representatives or contractors be liable for any special or consequential damages that result from the use of, or the inability to use, the materials, information, or success strategies communicated through these materials, or any services following these materials, even if advised of the possibility of such damages.

Introduction: Your Consulting Secret Weapon

Why build your own business as a consultant? There are two ways to look at this: 1 What would you do if you had the time and money? Here are some things that might be on your list: • Spend more time with your family • Volunteer to help others • Buy a new car • Upgrade your house • Buy “that one thing” you’ve always wanted but have never been able to afford • Pay off your debt • Pay for your children’s college education • Travel • Relax and enjoy life more Knowing what you want personally for your life and being associated to this vision on a daily basis is paramount to help you get from where you are to where you want to be. 2 Once you understand this, however, the second question to ask is: what vehicles can help you get there in the shortest period of time with the biggest results? This is what Instant Customer Reinvention is all about: the Marketing Machines you need to build your consulting business rapidly and with proven results. Instant Customer and Traffic Geyser have the tools and services you need to market and sell to big brands, small businesses, entrepreneurs, authors, experts, speakers, consultants, coaches and more. The best part is these tools massively increase your value and help you grow your business as a marketing consultant: • You have powerful software behind you to help business owners grow their business fast. • You have the opportunity to work with others and leverage proven tools that will never become obsolete. • With the advent of 3rd party integrations into Instant Customer, you can tap into an unlimited number of “Marketing Machines” for your clients. This becomes your personalized construction kit for making your own tools, even if you’re non-technical.

• You can link together many different solutions to easily and quickly create packages that add value to your clients and increase your bottom line. With Instant Customer Reinvention, you have the ability to link together shopping carts, membership sites, auto-responder servers, mailing lists and huge-branded programs like salesforce.com and many others. Many of these systems are not designed to communicate with each other but now you can leverage Instant Customer’s email, mobile, text, voicemail and other communication system to put all of these together into a single solution for your client. • You can charge your clients once, charge a monthly fee, or charge whatever you want—for as many customers as you want—and you keep all the money. The tools available to you within Instant Customer are designed to create a revolution in marketing for you and your clients. They can literally reinvent the way you do business with infinite possibility and maximum flexibility. Together, along with the proven strategies available in the Top Gun Consulting Toolkit, you have everything you need—and more—to get started and build a profitable business for you and your clients. To support you, this manual contains three valuable resources: 1 How to set up your business as a highly-paid marketing consultant. Specifically, you’ll discover how to set up and leverage your consulting business using Instant Customer as a primary tool. 2 An overview of Traffic Geyser and the proven tools available to you within this system to help you, and your clients, publish content everywhere instantly and increase online influence and visibility. While the focus here is on Instant Customer, Traffic Geyser also provides an arsenal of tools available to you to help capture online traffic. 3 A guided tour of the core tools inside Instant Customer and how you can tap into this powerful system to build, implement and execute Instant Customer campaigns for your, and your clients’ businesses. In addition, understanding these tools will help you take advantage of the new 3rd party integrations you can add to your toolbox. These three resources will help you not only get started, but will help you maximize the leverage and power of these software systems available to you in order to create your own unique business as a successful marketing consultant.

Part 1: How to Set Up Your Business as a Highly-Paid Marketing Consultant

The most effective approach to building your business always starts with these three things: Step 1: Choose an affordably reachable niche market. Step 2: Find a product—your unique mix of marketing based consulting packages—to sell profitably to that market. Step 3: Put this business on autopilot as much as possible and go do the things you’ve always wanted to do but didn’t have the time or money. Here’s an example of how to do this simply and effectively using Instant Customer: • The affordably reachable niche market: choose a businesses in your area. • The product you can sell profitably to that market: automated marketing communication and follow up to help businesses capture, convert and close more customers. There are some variations to this basic approach, but you can take this framework, along with the skills we teach you and the tools we provide and turn them into a substantial part-time or full-time income. Let’s break this down…

Step 1: Positioning Yourself and Marketing Consulting Business

Identify your market: As mentioned above, there are a few variations on the marketing consultant theme and you may choose to follow any or several of them as you start your business and later when it expands. Local or regional businesses: The big opportunity (and our main focus in this roadmap) is the business market—companies in your area that need marketing services. Every company needs leads and new customers, except maybe the water, gas and electric utilities. This means your potential market is quite broad so you may want to focus it a bit and make it more manageable, less daunting. Here are some criteria for which businesses to go after that could help qualify your target market: • Have consumers as customers vs. B2B • Have “healthy” competition • Have a Web presence already • Spend money on yellow pages, local newspaper ads, or other marketing services For example, you could concentrate on businesses who sell products and services to consumers as opposed to business-to-business (B2B) companies. While you could market most B2B products and services exceptionally well using the Instant Customer tools, by focusing on consumer-oriented businesses initially, you will be addressing a larger prospective segment that uses Internet search engines to find local services and companies. Businesses with “healthy” competition for customers will be open to hearing about new marketing techniques their competitors aren’t aware of yet. You might decide to focus initially on businesses with websites. They already see the value of marketing online so the learning curve may not be so steep and they may “get” your service more readily. Businesses that already spend money on advertising and marketing are more likely to do so with you, especially if you can convince them your services will allow them to cut back on their other expenses.

Decide what your focus activity will be: There are a few ways to make money with Instant Customer automated communication and marketing tools for other businesses. While we are focusing here on the first item in the list below, you could use these same tools and skills to go down a slightly different path. Or you may wish start with one and expand on it later by incorporating one of the other business models. 1 Produce marketing campaigns for other businesses In this model, you bring a new, efficient way to help businesses in your area get leads and customers. With your knowledge about Instant Customer and how to capture, convert and close more customers, you can apply methods they never dreamed of to generate sales and perhaps help them not only survive, but thrive during tough times. 2 Capture leads yourself, then sell them to other businesses In this model, you identify business categories in your area that constantly need qualified leads to convert into customers. Service-sector businesses are always lead-hungry: • Home services like plumbing, landscape maintenance, carpet cleaning, etc. • Medical and personal services like chiropractic, optometry, dentistry, hair styling, massage therapy, etc. • Professional services like insurance, financial planning, tax accountancy, legal services, etc. • Travel and transportation services like vacation agencies, time share properties, auto dealers and repair shops, limousine companies, etc. And there are many more you could list. Most of these businesses are highly competitive, which makes it easy to sell the leads you generate. Many companies will buy your leads because they want them but they will also want to keep you from selling them to competitors. One decision you will have to make if you adopt this business model is whether or not to offer direct marketing services to convert the leads into customers for your buyers. Depending on the data you collected from your leads, (e.g., email address, phone number, mailing address) you could use Instant Customer to create an automated lead follow-up system. 3 Include automated online marketing as part of a larger menu of services you offer businesses This is the “agency” model. In it, you provide an array of marketing services for small businesses. Based on the lessons you learn here, you include additional, automated online marketing tools on the menu. You could use online marketing services as a “foot-in-the-door” service or as an upsell once you provide other services first—website design, for example.

4 Affiliate marketing Another way you could make money providing sales and marketing services for other businesses is through affiliate marketing. Use keyword research tools to find topical niches then use those keywords to search for products and services with affiliate programs that you can market. The major difference between this model and the others is that your “clients” most likely will not be local businesses. And while you do not need to market your services per se, you may find the most lucrative affiliate opportunities only come once you’ve established yourself as a credible affiliate and cultivated personal relationships with the most popular product developers. Keep in mind, too, that most affiliates pay commissions only on sales so you will have to rely on their ability to convert your leads into sales before you get paid. Formulate your USP (Unique Selling Proposition): Your USP is a proposition to your prospective client that indicates clearly what benefit you will provide and what differentiates you from other marketing service providers. Here are a few classic examples: • “When it absolutely, positively has to be there overnight.” (FedEx) • “Our 20 step marketing system will sell your house in 45 days at full market value.” (Real Estate Agency) • “Delivered in 30 minutes or it’s free.” (Dominos Pizza) Obviously, there are several elements you can use to differentiate your service from other marketing services. With Instant Customer, you can offer a revolutionary new way to communicate and follow up with your business connections, leads, customers, family and friends. You are able to create marketing campaigns that utilize all the traditional channels of lead generation such as phone, email and web forms and add in the game changing methods of mobile text marketing and business card scanning. Once you have used Instant Customer to generate your new leads, you also have available all of the tools to follow up and create multiple selling opportunities. Your options are vast and include direct-to-voicemail, email, autoresponders, print, mobile text messaging teleseminars, and webinars.

You can also use our new 3rd party integrations to construct whatever combination of tools you want or need to simplify, automate and maximize your clients’ marketing processes.

Our services offer you the ability to set up your marketing campaigns and follow up efforts on autopilot and also give you the added versatility to analyze and modify your campaigns on the fly. And here are some of the benefits you can offer with Instant Customer too: • Leads or new business in a struggling economy • The power of targeted video ads for a fraction of TV or other similar media • A new way to stand out from your competition • Fast-acting offers that pull in business • Automated lead capture and follow up to convert more leads Now, go ahead and craft your own USP!

Step 2: Developing Your Marketing

Name, domain name, graphical identity, logo: Once you have your USP, it should be easier to come up with a name for your business. Your business name should be memorable but it should also clearly communicate what you do. Resist the urge to be too clever. Simple and clear is what sells.

TIP: You can use the keyword research tools we cite in this manual to generate ideas for names using elements of your USP as keywords.

Use a doman name registrar like www.GoDaddy.com to search for and register a domain you can use with your business. It’s best to find a name for which the .com extension is available. Once you purchase your domain name, you’ll need to get it set up on a Web server. If you don’t have a Web server, GoDaddy also provides hosting services. Next, create a graphic identity or logo. These are usually jobs best done by professionals. There are probably several competent graphic designers in your area which you could locate by running an ad on www.Craigslist.com. Another option is to search www.eLance.com for graphic designers. You can post your job for bids by all providers in a specific category or you can select only the providers you want to invite to bid. Many providers include portfolios you can browse before placing a bid. If you have a few hundred dollars to spend on a logo design, try www.LogoWorks.com or a crowdsourcing site like www.99Designs.com or www.CrowdSpring.com. We have used each of these services several times with good results. Create your website: If you don’t have a website already, or a relationship with a Web designer, you could use the same tactics described above and go through Craigslist or Elance. If you’re looking for a simple opt-in page or lead capture page as you get started, the fastest, easiest way to do this is use the template already set up in Instant Customer. If you’re building out a bigger site with more tabs, a basic WordPress site will do the trick.

As you create your site, a few things to keep in mind.

1 First, what is your primary outcome? Is your outcome to get leads (opt-in/conversion)? Is it an e-commerce site designed to sell more product? And/or is it a branding site designed to enhance and engage customers in your brand. Likely, you have more than one, or even all of these outcomes. Clarity about your primary outcomes, however, will dictate what you do with your site. 2 Here is a checklist of items to consider for your website: • Compelling logo and banner graphics • Introductory video (or visuals with text). Test to find out what works best in your market • An opt-in/lead capture box. This is where you require leads to enter their name and email address (or any other info you want, but keep it simple) in exchange for valuable content or resources. However you do it, you need an effective way to capture leads. • Simple and clear site navigation • Social media links • Body copy with your core message and USP • Testimonials/case studies/social proof • Contact and legal information (footer), including Terms and Privacy Policy • A plan to drive traffic to your site Create your sales page offer video: Think of your sales page as a lead capture page. When you drive prospects there, you can meet them through the video then get them to register for a free marketing consultation or a guide explaining the success of automated lead capture and follow up marketing tools for businesses like theirs. Here is one formula you can follow for your offer video. It is adapted from the Internet infomercial formula. • State the problem—difficulty getting leads or customers • Present the solution—your services • Cite three benefits for the prospect • Provide credibility—stats, testimonial quotes, etc. • Finish with strong call to action Of course, the call to action would be something like, “Complete the form for your free marketing consultation and I’ll show you how you can tap into this powerful system to capture, convert and close more customers.”

TIP: See the scripts available in the Instant Customer Reinvention Proposal Toolkit. You’ll get ideas here for scripting your lead capture video, sales video and more.

Other marketing materials: Depending on the sales strategies you adopt (see the next section, Getting Clients), you may want to incorporate other materials in your marketing program:

• Direct mail letters or cards: You can use direct mail as foot in the door to set up a follow up phone call for the purpose of making an in-person appointment.

• Text messages/phone scripts: If you collect phone numbers from your prospects using Instant Customer, you can broadcast phone or text messages to them in sequential order.

• Brochures or flyers: Use the resources we have provided for you in the membership or produce your own, to leave behind and mailer pieces for your business. We have provided some you can use or model inside the Instant Customer Reinvention portal.

• Presentations to business networks: Every city has several associations of business owners you can join or approach to speak about multi-channel lead capture, follow up, sales and marketing systems—how to automate the process to capture, convert and close more customers. It’s a topic that almost 100% of members will a) know almost nothing about and b) be highly interested in.

This tactic could save a lot of business development time for you since these organizations typically meet at least once a month and provide a room full of prospects each time! Here are some examples of these organizations: - Chambers of Commerce - Junior Chambers of Commerce - Business Network International - LinkedIn Many of these marketing ideas are easy and fast to implement using Instant Customer which provides automated systems for many of these. In addition, with the advent of 3rd party integrations with Instant Customer, you can set up your marketing system to capture and convert customers to work with whatever tools you already use.

Step 3: Getting Clients

Defining your target market: This is probably the easiest task considering that a logical place to start is to concentrate on businesses in your city or geographical area. We’ve already discussed the different business models you could adopt as well as a few segmentation strategies to help focus your marketing initially—concentrate on businesses that serve consumers, those that are service businesses, those in categories with “healthy” competition, those with an online presence already, etc. The following list will give you an idea of the wide variety of business types. Now just imagine getting a client in each category! Health & Wellness Providers and Services (Traditional & Alternative) • Dentists • Chiropractors • Optometrists • Doctors • Massage Therapists • Acupuncturists • Family counselors • Psychologists • Home care • Assisted living facilities • Dermatologists • Fertility counseling • Pharmacies Retail Businesses • Dry Cleaners • Nail Salons • Hair Salons • Day Spas • Travel Agents • Currency Exchanges • Locksmiths • Liquor Stores • Mail stores • Florists • Music stores • Clothing stores / Boutiques • Beauty supplies

• Jewelry shops • Shoe stores • Gift shops • Bookstores • Crafts / Hobby shops Fitness / Recreation • Fitness Clubs • Ladies fitness clubs • Martial Arts • Yoga / Pilates • Tanning salons • Bike shops • Surf / Skate shops • Weight Loss clinics • Ski shops / resorts • Camping gear / camp grounds • Rock climbing gyms • Tennis / racquet clubs • Golf courses / driving ranges / indoor golf • Bowling alleys • Pool halls • Gun clubs / shooting ranges • Raceways • Sports leagues • Swimming pools Restaurants, Bars & Clubs, including… • Different ethnic restaurants • Casual dining • White tablecloth • Coffee Shops • Bakeries • Ice Cream Shops • Jamba Juice / Smoothies • Pizza Pets • Veterinarians • Emergency Animal Hospitals • Grooming • Pet stores / Food / Supplies • Sitters / Kennels • Trainers

Professional Services • Legal • Accounting/ Tax Planning • Insurance • Certified Financial Advisors • Executive recruiters Home • Improvement / Remodeling • Flooring • Repair / Handyman / Roofer / Plumber / Electrician / HVAC • Decorating • Furniture shops / rental • Maintenance (Carpet Cleaning, Painting, etc.) • Maid Services • Driveway Sealing • Landscaping Services (Design, Maintenance, Tree Trimming) • Nurseries / Garden Shops • Pest Control • Contractor • Architect / Designer • Self-storage facility

Automotive • Dealerships • Parts (Tires, etc.) • Services (repair, transmission, body shops, etc.) • Windshield repair • Oil change / lube • Dent doctor • Towing • Financing Travel / Hospitality • Hotels, motels, B&Bs • Moving companies • Car and truck rental companies • Resorts / timeshare properties Real Estate • Property Listings • Agents

Business Opportunities (including MLMs) • Franchise opportunities • Amway / Pre-Paid Legal / Shaklee Supplements, etc. Weddings • Planners • Receptions / Banquet Halls • Bridal Gowns • Tux Rentals • Limousine

Computers, Electronics, Software & Accessories Education/ Online Training / E-Learning • Trade schools • Technical colleges • Daycare / Pre-schools • Private schools • Beauty schools Personal Services • Life coach • Personal trainer • Career counselor • Career counselors Business Consulting Services • Payroll • Benefits program • Marketing • Management • Patents and trademarks • Human resources Perfecting your pitch: Your pitch will evolve to suit your personality and what works (remember: test, test, test!). One approach that has worked for us is to visit the target business as a customer. In the process of asking questions about the services the prospective client offers, or while ordering or taking advantage of the service, ask the owner or manager, “How’s business?” As the prospect answers, you can mention that business is going pretty well for you, even if he doesn’t ask. Chances are he will then ask you what business you’re in and you can begin your pitch.

Remember to appeal to at least two of the six emotional triggers: 1 Quick 4 New 2 Easy 5 Fun 3 Greed 6 Love (or Vanity) Selling tactics: There are several tactics you can use to get clients for your business. You may have to experiment with some of them before you hit on the formula that works for you and your market. Your colleagues in the Instant Customer Reinvention community will share their approaches with you as well so you can add new tactics to your marketing or tweak the ones you are already using for best results.

• Cold calling: This can be an effective tactic but it requires a certain personality and determination to walk into businesses and start talking about marketing services. You have to be comfortable asserting yourself and getting the prospective client to listen to you. Other things to consider:

- Start with businesses you know already. All you need are a couple local clients with results to get other prospects to listen to you. If you are a regular customer at a business, the next time you’re there, strike up a conversation with the owner and ask him how his or her business is doing in this economy.

- Target businesses that target you. If you receive a direct mail piece from a local business, contact them to discuss it. Ask questions about the campaign—what level of conversions, cost-effectiveness, refresh rate, etc.—as a way to bring up your service. Follow the same process with local newspaper ads, coupons in “clipper” magazines or mailings, etc. In other words, use their ads as your foot in the door.

- Prepare materials to show and leave behind. You should have some visual materials— testimonial quotes and photos of clients, screen shots of their search results, etc.—to illustrate the benefits of your service. Ideally, you should include a few videos on your laptop and offer to show the prospect what you’re talking about doing for them. Finally, make sure you have a good supply of business cards to leave behind so business owners can contact you with additional questions.

• “Letter - Call - Appointment” approach: A variation on the cold calling tactic is to send out a letter to the business owner asserting the “problem” they face and the inexpensive but highly effective “solution” you have that “quickly generates highly qualified local leads and seamlessly delivers your offer to get them in the door.”

You don’t want to go into details about your service in the letter or even mention that it leverages video and online marketing. However, you do want to include a few juicy testimonial quotes from your other clients (particularly ones they would relate to).

Close the letter by saying you will call on a specific date to make an appointment. Then call on that date and make the appointment to meet face-to-face. Resist any attempts by the business owner to press you into describing your service over the phone. Just explain that you really need to show, not just tell, him or her.

• “Pre-generate” leads (Surefire Customer Acquisition Formula): One tactic that is almost guaranteed to work (that’s why we call it “surefire”) is to pre-generate leads and then offer them to the business owner.

This tactic requires more up front work on your part because in essence, you will develop and implement the campaign before securing the client. Typically, you would use an initial campaign strategy that looks something like this:

Traffic Magnet videos + Offer video on a lead capture page”

You will also develop a free report or consumer’s guide relevant to the business category that prospects will register for and provide their contact details. Set it up so that you get their email address and mailing address to send them both digital and hard copies.

TIP: See the free report template as well as several examples inside the Instant Customer Reinvention membership portal. Feel free to use these as a base and customize for your market. This will save you hours of time and energy trying to create your own reports from scratch!

Here’s an example of a lead capture page built using Instant Customer and Traffic Geyser tools for the category “San Diego Plumbers.”

There are a number of public domain resources you can research to create your guide or you can find a copywriter to do it for you for $100 on Elance. The plumbers guide shown here is available inside the Instant Customer Reinvention membership portal for your review (or use if you are tapping into this market)!

Once you set up the page, you need to create Traffic Magnet videos and drive traffic to the lead capture page. Once you collect a number of leads—even 100 or 200 will do—and you can show search engine rankings for the videos, then you can approach one of the plumbers in your area and tell them you’ve used an innovative but inexpensive system to generate a couple hundred leads for their business. Would they like them or should you take them to their main competitor instead? Of course, the leads come only with an introductory automated marketing campaign through your service!

• Guarantee results: To build your client list initially, you can consider offering a money-back guarantee on clients’ trial campaigns.

• Show proof: Members who have started marketing consulting businesses consistently say that having testimonials from local business owners and screen shots of their search ranking results are the most effective tools for getting prospective clients to try their services.

Start with one client, achieve results and get their testimonial. Then use that to get your second client, and so on.

Part 2: Traffic Geyser Overview: Tools to Help Customers Get Better Results, Fast

Traffic Geyser is a proven software tool that helps you (and your clients) automate video marketing and content distribution on the internet. Instead of having to manually create accounts for multiple services, you can do it all with the click of a button and have your content distributed instantly to multiple distribution channels online. This not only helps drive traffic to your website, it can help with SEO and google rankings. When you add value to prospects using video and online marketing and get it distributed using Traffic Geyser, not only will you get backlinks and traffic but it will help build your (or your clients’) brand. As a member of Instant Customer Reinvention, you receive limited access to Traffic Geyser as part of this program. Be sure to look inside the membership site (go to the “Bonus” section and look under “Access to Software Tools” for details). Once you are inside Traffic Geyser, use the online User Guide inside the software as a valuable resource to easily and effectively set up and take advantage of the Traffic Geyser tools. Below is an overview of some of what’s available to you inside this system: • Media Manager: This is the storage area for all the content you’re going to use. It will hold all your videos, audio, pictures and documents that you are going to use for all the tools in your account. Note that inside your Media Manager, you have the ability to have your video or audio files transcribed for you. This is a great way to create a free report or other valuable giveaways! • Lead Page Generator: This is a tool that allows you to easily create a professional looking webpage that is used to collect the name and email address of visitors that come to the page. This is also referred to as a “Squeeze page,” and “Opt-in page” or sometimes a “Direct-response site.” It includes the ability to set up an automated SMS (text) or email response once people opt-in. • Media Submission: - Video Submitter: This is the automated submission tool for effectively and intelligently sending out your video to multiple video hosting sites. - Article Submitter: This is the automated submission tool for sending out your articles to multiple articles directory sites. - Blog Submitter: This is the our automated submission tool for sending out your posted content to multiple blogs sites that you own. • Custom Audio Player: An audio player that allows you to easily create embed code to place on any website or blog where it can be played.

• Premium Video Player: Using Flash technology this player will allow you to have an opt-in box or clickable buttons appear right over the top of your video at any predetermined time you want and also redirect them to any place on the Internet once the video is done playing. You can use your own FLV video or extract one off YouTube. ] • Slideshow Creator: This tool allows you to create your own readymade video in just a few minutes with only some digital pictures and an audio file. • Website Builder: This tool can be used to setup and build your own website or create sites for others. There is a limited number of sites that you are allowed to create depending on your membership level. • Domain Manager: Use the Domain Manager to obtain your own domain name, and setup an email address for your Mini-Site. • RSS Podcast Channel: Set up an RSS channel in your account. RSS stands for “Really Simple Syndication.” The Channel is also sometimes referred to as a “Feed.” It is a way to easily distribute a list of headlines, update notices, and content to a wide number of people that have indicated they want to receive information by subscribing to the feed. It is used by computer programs that organize those headlines and notices for easy reading. • Coupon Creator: quickly and easily make your own online coupons for any type of promotion you want to run. • Create-A-Blog: create your own blog hosted within your account in a matter of just a few minutes. • Add-A-Blog: add your own blog hosted within your account in a matter of just a few minutes. • Social Power Publisher: This tool is a great way you can totally automate your social updates for a day, week, or year. Of course be sure to log in and go through the profile and verification process first so that your account is ready to go and you can take advantage of the popular media distribution channels (such as YouTube, social media sites and other popular marketing sites) available to you online.

Part 3: Instant Customer Overview: Your Consulting Secret Weapon

Instant Customer is an online software system designed to give you access to an integrated, multi-channel lead capture, follow up, sales and marketing system. It’s designed to provide you and your clients a revolutionary new way to communicate and follow up with your business connections, leads, customers, family and friends. Within Instant Customer, you’re able to create marketing campaigns that utilize all the traditional channels of lead generation such as phone, email and web forms which adds new methods of mobile text marketing and business card scanning. Once you have used Instant Customer to generate your new leads, you can access all of the tools to follow up and create multiple selling opportunities. Your options are vast and include direct-to-voicemail, email, autoresponders, print, mobile text messaging teleseminars, and webinars. You can also use our new 3rd party integration tools to link together many different solutions quickly and easily to create packages that add value to your clients and increase their bottom line. This becomes your personalized construction kit for making your own, customized marketing tools—and it doesn’t require you to be technical to do this! Our services offer you the ability to set up your marketing campaigns and follow up efforts on autopilot and also give you the added versatility to analyze and modify your campaigns on the fly. Capturing leads, building relationships, creating trust and following up couldn’t get much easier. Whether you are working with a small brick-and-mortar business or a Fortune 500 company, Instant Customer will not only help you tame the follow up monster but turn it into your client’s greatest asset. As a member of Instant Customer Reinvention, you also receive limited access to Instant Customer as part of this program. Be sure to look inside the membership site (go to the “Bonus” section and look under “Access to Software Tools” for details).

Below is an overview of some of what’s available to you inside this system: • Lead Generation - Voice and SMS - E-Mail - Web Forms - Hosted Websites - Business Card Scanning • Automated Followup - Direct to Voicemail - SMS Autoresponder’ - E-Mail Autoresponders - Print Flyers and Mailings - On Demand Webinars • Relationship Building • Event Creation and Organization - Webinars - Offline Events • Supportive Community • 3rd Party Integrations to Link Together Multiple Tools

Instant Customer has so many powerful tools available within the system, this next section of the manual will walk you through some of the details of what’s included to help you build and profitable campaigns: campaigns that capture leads, do email and mobile marketing, integrate with existing systems and web sites, and help make money with automated marketing.

Account Architecture

Overview: Having a good grasp of your Instant Customer account architecture will not only save you a tremendous amount of time setting up your campaigns but it will also allow you expand your team’s access and permissions as well as add integrations to the platform. Profile and Preferences: “Profile & Preferences” should be your first point of attention when you enter your Instant Customer account for the first time. The profile and preferences section of Instant Customer is the area for users to insert personal content and make settings that are globally recognized within Instant Customer. There are six sections in total. Below is a short overview of each section: 1 Contact Info – Edit your personal information 2 Social Media Info – Enter your social media account info Facebook, YouTube, Twitter etc. 3 Account Settings – Time zone, Subscription Level, Points, Affiliate Branding and Business Card Scanner settings. 4 Sub Accounts – Creation and maintenance of Sub Accounts 5 API/Integration – Custom API integration settings 6 Activation Codes – **Future Product Release** Use the top navigation on your Instant Customer Portal to access your Profile and Preferences whenever you need to. On the orange “Information” menu select the last option that displays the account holder’s name and the gear icon. A panel will appear display that will provide a link to “view profile”. Select that to access your Profile and Preference.

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Contact Info:

The “contact info” section is where you can add your personal “account owner” information. Once this information is added to this section is will appear on every new campaign created. Make sure to change this information within a campaign if you are creating a site for a client or colleague. These are basically “fields” that we use to merge data into your campaigns. You have access to this merge data via our “tags” options. An example would be if you want to merge your name into an autoresponder email. All you would have to do is insert the tag {owner_name} into your email. When the message is sent out the data you placed in the name field on the “contact info” tag will be displayed. Once more you can edit this info and make it unique for each campaign. Social Media Info:

This section is where you can enter your social media aliases such as Facebook, Twitter. Linkedin and Youtube. The information you enter in these fields will apply to all new campaigns created, just remember to change this information within a campaign if you are creating one for a client or other individual. An example of the application of this can be found if you use the {social_signature_html} tag in the footer of your emails. It will render the links where your subscribers can connect with you online.

If you would prefer not to display the social icon images but rather just text links you can use the {social_signature_text} tag.

Account Settings:

In this section you can edit your account settings including timezones, subscriptions and point refill settings. We will now go over each section in further detail. • Username – This shows your current username that the account is registered to. If you would like have your username or password changed you will need to contact our help desk. • Account ID – This is your unique account ID number. This number is useful to include when contacting support. • System Messages – You can have Instant Customer update you via e-mail regarding any account related billing issues. System messages include points refill notices and official Instant Customer notifications. If you have a team of people monitor your account you can add multiple emails so all authorized individuals will receive system messages. It is important to remember that system messages are not connected to any of your campaign communications. • Account Timezone – This is where you can set your timezone and it will reflect globally within Instant Customer. It’s important for the system to know what your default timezone should be. If you are sending out a broadcast message at 10am the system needs to know if you want that to go out at pacific, central, eastern or international timezones. Instant Customer in most cases can automatically detect the timezone of your subscribers but in the rare cases it can not it will default to the timezone that you set in your Profile and Preference.

• Your Subscription Package – The section shows your current billing package, points balance and recharge settings. - Current Subscription Package – This shows your current package and gives you an opportunity to upgrade. - Remaining Points – This shows your current point balance you can also manually add points by clicking the link. - Automatically Recharge – This shows the amount of points that will be recharged after your account falls below a specified level, you can pick from different amounts within the drop down menu. The next section show when the points will recharge you can use the drop down menu to select different amounts. The last section shows when you will receive an e-mail notifying you that your points are low it is good practice to set this to 1,000 points so you will have ample notification. • Affiliate Branding – Did you know that you can earn money by referring individuals to Instant Customer? You can by activating this section.

- Affiliate ID – Enter a custom tag of your choosing so our system will recognize your referrals. - Using the affiliate branding “switches” you can select where you would like your custom affiliate link to show you can add it to all your outgoing e-mail addresses, your lead page and your thank you page. • Card Scan Add-on – This section shows your available card scans if you purchased the Instant Customer Mobile Business Card Scanner App from the iTunes store.

Sub Accounts:

In this section you can create and manage sub accounts. A sub account is an account you can create for a client so they can manage their own campaign(s) without having access to the rest of your account contents. You can also create sub accounts for employees and limit what they can and cannot do within Instant Customer. There are two options in this section 1) View existing sub accounts, this will allow you to edit or delete a sub account, and 2) Create new sub account here you can create new sub accounts. When you click new sub account or edit an existing you will see the following options: • Name – Enter the users name here • Email – Enter the users email address here (this will also be their login) • Password – Enter a customer password for the user • API Key – Check this option if you intend for the user to adopt the business card scanning app • Access to Profile/Preferences & Global Media – Check this box if you would like to give the user access to this section and your stored media files. This is not recommended for client access as it gives access to all of your personal settings. • Access to Sub Accounts – Check this box if you would like this user to have the ability to edit and create sub accounts, again this is not recommend for clients. • Ability to Export Subscribers – Check this box if you would like this user to have the ability to export subscriber data to a Excel .CSV file. • Access to All Campaigns - Check this box to give the user the ability to modify all campaigns in your account, this is also not recommended for clients. • Ability to Create New Campaigns – Checking this box will allow the user to create and modify new campaigns. • Access to Individual Campaigns – This section will show all of your active campaign, you may select one or multiple campaigns to grant access to this option is recommended for client access to their specific campaigns. • Access to All Phone Numbers – Check this box to grant the user permission to assign numbers to campaigns or delete phone numbers • Individual Phone Numbers – Here you can grant access to individual phone numbers stored on your account.

API/Integration:

This section allows you to add custom outgoing API links and also add your personal API keys for DiscDelivered and SendOutCards.

“Manage” Section

You can fnd the manage column in the top toolbar of Instant Customer, here you can manage your media files, phone numbers, links, register and manage domains through Instant Customer. This section also contains your global activity log. Media Center: The media center is your one stop shop for all of your personal media (videos, audio, documents and images) used within Instant Customer. Here you can upload and manage your stored media which will be available for your use across all campaigns.

1 Video Files - This tab will show all of your video files, .mov and .mp4 files are fully supported and highly recommended. There are many free video converters online PC users may use Windows Live Movie Studio to convert files. 2 Audio Files - This tab will list all of your audio files, .mp3, .m4a, .aiff, .wav files are supported. 3 Documents - This tab will show all your documents, Instant Customer supports .txt, .rtf, .doc, .docx (Microsoft Word), .ppt, .pptx (Powerpoint), .key (Keynote), .ics (Calendar) and .pdf files. 4 Image Files - This tab will show all of your image files, .png, .jpg, .gif formats are supported. 5 This section shows your uploaded files. From here you can delete or edit the file names. 6 This section shows the link to your files on the Instant Customer Server. You can copy and paste this link or just click the gray copy button next to the link. 7 Status - This will show the status of your file, if the status shows ready that means you can use the file if it shows pending it will be a few moments before the file will be ready (Please note that large video files may take quite some time to fully process.) 8 Campaign - This section will show what campaign(s) the media file is being used on. So how do you upload your files? First off click on the tab. There are two options to add files to Instant Customer. First is the Flash Bulk File Uploader. This is the best option to use if the files are stored locally on your computer. You can also upload multiple files using this tool so even if they are different formats (Instant Customer will automatically sort these out). Instant customer will order your files in the order they were uploaded, it is best practice to have a good naming convention for your files let say for example you have 10 videos for your Pet Food campaign you can name them 1_Pet_Food, 2_Pet_Food ect. The second option is using URL to file. This option is great if you already have uploaded your media to the web or cloud. Just insert the link and Instant Customer will fetch the file for you. If you use this method for a video file, Instant customer will even send you a notification e-mail. There is also a dial in recording option for audio files, generally this is not recommended for audio as the quality can quickly degrade depending on your phone and connection. Phone Numbers: Instant Customer enables you to purchase phone numbers. These numbers can be local or toll free and you can even get a vanity number. You can add a new number by clicking the phone number link under the manage section. Then click on “Add New Local Number”, or “Add New Toll-Free Number”.

Once in this page you have to input information into four boxes: First, select which country you want your phone number to be in. It’s important to choose a phone number that is from the country that most of your subscribers are in. If you are from the United States, but doing business with customers solely in Argentina, you should select a phone number from Argentina, not the US. If you are using a US or Canadian number you will then need to enter the three digit area code you would like your number to be located. The “contains” box is used for a vanity number. Let’s say you have a Las Vegas area code (702) and would like your number to be 702-AWE-SOME, just enter the letters or digits into this box and Instant Customer will search for availability. Please note: there is very limited availability with vanity numbers. The next box is titled “Internal Descriptive Name” this is where you can add your notes in regards to the number ie “used for the awesome campaign.” You can also add a custom caller ID by clicking on the “Add New Caller ID” link, please note this will only work with voicemail broadcasts. To do this you will need to enter the phone number you would like to use as your caller ID, then click save. The system will then call your phone and you will need to enter the unique numeric code displayed on your screen.

Links/QR: Instant customer allows you to create a variety of QR codes and short links to help you take advantage of today’s “smartphone” culture. Instant customer offers 5 types of custom links you can create. 1 Short Link - Think of this as an easy way to reduce a large link such as www. omgthislinkiswaytolongwhywouldanyonecreateadomainlikethis/index/ thereiswaytomcuhinhereIcancountto8012345678.com to something simple like http://0s4.com/r/ EVW7IX this option will also create a QR to the website you choose. Creating this type of link is simple, just enter your target website into the first box if you would like to add a custom 3- 6 character tag just enter into the second box. 2 “Go” Link - This option will create a QR for the campaign of your choosing, it does not need to be one of your campaigns it can be any campaign across all of Instant Customer. 3 SMS - This will create an SMS link and when followed it will take people to the text message window on their phone, and populate the “send to” field with the business owner’s (your), phone number. It will also populate the message field with whatever message you decide upon. This way, the only thing that people will have to do is press send. With SMS links, it is a good idea to create a message similar to this: “Replace this text with (whatever information you require for people to opt-in to your campaign...usually name/email/etc.).” This way, after they replace the text with their information, they press send and are opted in to your campaign. 4 Phone Call - Creating a phone call link will create a QR code that will prompt a voicemail message from a predefined number on your Instant Customer account. 5 E-Mail - Email links are very similar to sms links. Simply include an email address (your Instant Customer opt-in e-mai), the subject line, and the message you want them to send to you. Like the SMS link, it’s a good idea to make your message “Replace this texwith....” This way people know that they need to type in their information.

Extensions: Extensions can be very useful if you are trying to get subscribers who dial in to specific campaigns. Think of extensions like an IVR (Interactive Voice Response) system that give users multiple options when they call your number. Imagine you are working on a campaign for a Real Estate agent and each property had a individual reference number on the brochure or sign. For example, “For more information call 702.555.1212 and press option 21 now.” Imagine a subscriber calling that number entering the reference number and being transferred to that campaign so they will receive the autoresponders you have created. Pretty neat, huh? And with Instant Customer it is really simple! The first thing you will need to create is a “Master Campaign.” This will be the campaign where you will use a local number created within Instant Customer for subscribers to dial into. You will also need to record a custom message relevant to your campaign ie: “Thank you for calling XYZ Real Estate please enter the reference number of the property you would like to receive more information on.” Once these steps are complete, click on the “Extensions” tab on your campaign homescreen and then click the “Add Extension” link.

You will now be at the main extensions screen, which includes three major fields:

1 Extension – You will need to enter a number above 20 here, this will be your “reference” number. 2 Type of Action – There are four actions that can be performed after a subscriber enters the extension number. a Add to Another Campaign – This will “copy” the subscriber from the current campaign into the campaign chosen. This would be useful if you are trying to get existing subscribers targeting information while leaving them in running campaign. b Transfer to Another Campaign – This is the “best” practice method this will transfer the subscriber to the campaign you have set for the extension. This method would work best for the scenario mentioned above. c Transfer to Phone Number – With this option you can select an outside number, such as the main business line and the subscriber will be transferred after entering the extension. d Play Audio File – This option will play an audio file you have uploaded to Instant Customer it will not subscribe them into a campaign. 3 Choose Campaign – If using the Add or Transfer option, you will want to select the campaign you would like the subscriber to be transferred to. The subscriber will then be transferred to the number associated with that campaign where they can leave their Name and E-Mail to subscribe and receive that campaigns content. You will need to repeat this process for every extension you need to generate there is no limit to the number of extensions you can have.

PRO-TIP: It a good idea to create a flow chart of you’re your campaigns will link together before creating extensions this will save a lot of time and frustration.

Domains: Tired of your registrar? Would you like to take the fuss out of making DNS changes? You can register a domain with Instant Customer! From any page on Instant Customer, you will be able to see the “Manage” tab at the top of the page. Under this tab, select “Domain Manager” to access the area of the site dedicated to domains. Once you have clicked “Domain Manager”, you will see a list of all of the domains you currently own under a button that says “Register New Domain.” If you do not have any domains purchased through Instant Customer, then the list underneath the button will be blank, but don’t worry, this is easy to fix! To add a new domain, click on the button that says “Register New Domain.” From here, you will be able to type in the domain name you want, followed by the suffix you want your new domain to have. For example, you can type into the box instantcustomer, and choose between a number of endings like “.com”, “.org”, and many more. Now, if your domain is available, when you click “Search”, there will be a green “yes” next to the domain. Choose which domain you want to purchase, click the bubble to the right of it, and then scroll to the bottom of the page and click “Register”. Congratulations! You now have your very own domain, and it only took about thirty seconds to buy. This new domain will last you a whole year, (Instant Customer will notify you prior to the domain’s expiration.) When you return to the “Domain Manager” page, you will now see your new domain included on the list. You can see which campaign the domain is associated with, and if it is active or not. If you just registered a new domain, it may take a bit of time (up to a day), for the domain to be active.

Campaign Planning:

Marketing Stats & Best Practices: Building successful marketing campaigns has much to do with understanding your audience’s tendencies and their threshold for your communication. Following a good marketing system or better yet modeling “best practices” will save you much trial and error and will grow your list instead of deplete it.

There are many strategies and marketing techniques that you can follow but they all piggy back on the facts. In this session we’ll cover several key marketing communication statistics and best practices that if followed will significantly sharpen your marketing skills. Email Marketing: First let’s look at email marketing open rates. The consistent theme over the past several years is that email marketing is dead and the open rates are falling year after year. This statement is true in some situations due to the over saturation of our inboxes that we are all familiar with. But recently, the reality has changed. Email opens rates in fact are increasing over the past two years. Those are the facts. Email is not dead and is still the king of all communication. Review the following graph to analyze the trend:

So why the increase? One word: smartphones. Our mobile engagement behaviors are changing. More and more, people are using smartphones and have found the ease of use and convenience a compelling reason to be “online” or “connected” more often. The result is people have more opportunities to check their email inbox. The following graph reflects this growing trend:

With the outlook for email looking more promising, we need to look at how we can stack the deck in our favor and make sure we increase our open rates even further. One way to keep the contacts that we have is to make sure our marketing campaigns promote a lasting relationship. First, in the following graph, let’s look at “why” people get turned off from email marketing:

We have stated that people are opening their emails more, but if your message is not relevant then your lasting relationship is going to be nipped in the bud. People will disengage. In the graph below you’ll see just how they shut you out:

So the answer is... keep it relevant, timely, and compelling. Make sure you stack the deck by giving your communication the best chance of getting viewed. Here are four key steps in getting your message opened and read: 1 Email Headline - Keep it short to get attention 2 Focus on the first few words. This is important as more and more email clients display a “preview of your message” 3 Have a relevant message that is targeted to your audience’s demographic, and offer a call-to-action that will be compelling to them. 4 Send your message at a time when people are reading it: 6am to 9am in whatever time zone you are in. SMS Marketing: Looking for the best way to get your message read? SMS text messaging is the answer. By far and away, text messages have the highest open rates of all the messaging channels. It can also be the fastest way to turn off your leads. Research surveys are increasingly showing that mobile phone users would welcome marketing messages via text but they almost equally state that they are fearful of abuse and suspect that SMS will become like email...oversaturated. The key is again to be relevant and use SMS as a service to your leads.

Good examples are: • Event reminders yours subscribers are registered for • Notifications of requested content delivery • Information inquiry - short surveys to refine exactly what your lead is looking for Currently SMS messages are opened at a rate of over 90% in the first three minutes. This is gold for marketers but must not be abused. The following graph shows the time it takes for an audience to engage with SMS messaging:

Video Marketing: A major tool that marketers can use to engage their audience is video marketing. The attention span of your audience is usually short so videos can quick catch their focus and deliver your message. The biggest change most video marketers face is keeping an audience’s attention. Once again the numbers don’t lie. Shorter videos perform better, with a few exceptions. The following graph effectively displays the audience drop off as video durations get longer:

If you drill down a little deeper, you’ll find another sub-set of stats that show drop off. On average, this starts after the first 10% of your video is viewed. This means that it is best to “front-load” your vital information in the beginning of your video. Mike Koenigs starts most of his videos off with what he calls the “Tarantino” where he reveals the end in the beginning. If you lead off telling your audience what the key takeaway is going to be your message will be heard.

The graph below shows audience engagement drops off rather quickly so get your message out as soon as you can:

The exceptions for video length start to appear as your product or offer becomes more complex. This is usually defined by the product being more expensive. The more expensive your product, the more complex it may be and things may need more explaination. A longer video may be needed as a qualifying process to help your views determine if it is for them or not. An easy rule of thumb is reflected in the graphic below: The final word on when is a video too long can be answered if the old advertising adage: “A sales letter/ videos can never be too long, only too boring.”

Outlining Your Marketing Funnel: Here is where your effectiveness as a consultant using Instant Customer will really prove its worth: Planning and outlining your campaigns. If you don’t look at the whole picture or the 30,000 ft view of what you want your lead/customer relationship to look like, you will surely miss many opportunities. Every campaign can usually be broken down into five groups. The following list displays the campaign groups and how Instant Customer fixes in: 1 Get Found a Social Media b Events c Referrals d Search e Blogs f Video Sites 2 Convert to Leads a SMS b Email c Phone call d Website e Business card scan 3 Nurture Leads a Autoresponders b Broadcasts 4 Offers/Opportunities a Webinars b Webcasts c Squeeze pages 5 Delivery a Membership site b Secured content All of this will result in NEW CUSTOMERS!

The following infographic displays your marketing outline as a funnel:

Marketing Demographic Analysis: Part of your marketing funnel will require an analysis of the data so you can decide what to do next or what to automate the system to do. Every campaign allows you to create as many custom fields as needed.

Turning on “KDA”, Keyword Density Analysis, for your custom fields will supercharge you lead intelligence. You can group responses from your subscribers into subsets that can be triggers to perform specific actions such as: • Transfer to other campaigns • Send out broadcast messaging • Export to third-party services

Activation of “KDA” for your campaigns’ custom fields can be found in the “fields” tab of your opt-in channels section of your campaign edit:

Your “KDA” reports will group all of the subscriber responses into an easy to read graph that is interactive and selectable:

Instant Builder: Building Your List

Getting Started with Instant Builder: To edit or create your website in Instant Customer, you will need to open up “Instant Builder.” First click the “edit” button on your campaign homepage, then click “Opt-in Channels” on the left side of the screen. Finally click on “Web Pages” on the top bar. There are 5 web page options listed under Instant Builder 2.0: • Lead Registration – Think of this as your “homepage” this is where you will get the customers’ attention and collect their information. • Squeeze Page – This is similar to a Lead Registration page, but has the sole purpose of capturing client data. This is a good option for a single page website or a membership site. • Thank You Page – This page will appear after a client registers on a lead page. This page lends a great opportunity to thank the customer and provide additional information about your products or services. • Membership Page - This is a page that will contain content that a subscriber either purchases or must register to receive. The user will receive a unique link through an autoresponder to access this page after registering or purchasing the material. - Support E-Mail Address – Enter an email address where the user can get in touch with you should they have any issues accessing the content or have any questions.

PRO-TIP: Your thank you page will have a link a user can click to have their membership information resent.

- Approved number of IP Addresses – This is where you will set the amount of IP addresses (computers) that will have access to the specialized membership link. It is a good idea to keep this at around 3 or 4, since many individuals now have multiple devices such as laptops, smartphones and tablets from which they access content. - Duration for which each IP address will be active – This field will determine how long each device will be allowed to view the content at one given time. Generally 8 to 24 hours is a good range. • Video Blog Page – This page is used to showcase your videos. Selecting this option will also trigger a video list page so a subscriber can easily navigate to any of your videos. So what options should you check? If you are strictly looking to do lead generation then it is recommended to only select” Lead Registration” and the “Thank You” page option. If you are planning to use Instant Customer to sell a product or service, then it is recommended to select a Squeeze page, Thank You page and a Membership page. If you have a video series you would like to offer after an individual registers, then it is recommended to select a Lead Registration, Thank you page and a Video Blog Page. These of course are all recommendations. You can always decide to choose unique combinations dependent on you or your clients needs.

Designing Pages within Instant Builder: Before you begin designing pages within Instant Builder, have a plan on what you would like to showcase to your potential clients. Think like a retail establishment: What will drive a customer into registering to your campaign? Let’s say you walk into a store and see 2 similar televisions for the same price. The first unit shows $500 dollars on a shelf tag and states it is 47” and high definition. The next set is also $500 but has an information sheet with more in depth product information clearly presented to the consumer: • 47” Widescreen • Crystal Clear 1080P High Definition • True Surround Sound • Simple and Intuitive menu navigation system • ONLY $500 It does not take a marketing mastermind to tell what product the consumer will be drawn to. Because it has its benefits and features clearly laid out and in an easy to read format, it is much more attractive to a potential buyer, even though they may not even realize it. Remember to keep your page exciting, but also simple. Adding too much information might lose the potential subscribers attention. When you are ready to build, click the “Launch Instant Builder 2.0” button. You will now see a blank screen with tabs. For this example we will be using a Lead Page, Thank You page and a Membership page. Your first step is to select your theme. Try and choose a theme that comes close to how you envision your final product will look as this will minimize your editing.

Lead Page/Squeeze Page: There are four main components to this page. Remember that this is your “WOW” page and will ultimately draw your customers into purchasing or subscribing.

1 Header – This is your “tagline”. Keep it short, but exciting! sentence! You can use the header to briefly describe your product, service or event. It a good idea to keep this to one sentence maximum. You can either add a text header or you can add a custom image to use as a header such as the following…

2 Video – This area is where you would insert a video giving an overview of your product or service. Try to keep this video short, simple and to the point. You can always omit the video if you wish and instead use the area for a picture and or additional text information. 3 Content – This is the area where you will give simple facts and information about your product or service. Remember the “think like a retail establishment” pun earlier in this section? This is where bullet points can be your best friend! 4 Opt-In/Registration Form – This area is where your customer can register for your campaign or purchase your product. The submit button can be changed to either a “redirect (subscribe)” button or a “buy (purchase)” button that links to your Ebay or Amazon shopping cart. Keeping your Opt-In form simple is the key to getting more subscribers.

Thank You Page: There are three main components to this page and one optional one. The Thank You page is best used to thank your client for subscribing and give a recap of your product or service. You may also add a “buy” button to this page if you are selling a product or service to entice your client to purchase early on in your campaign.

1 Header – This is where you can “thank” your client for subscribing or registering to your campaign. It is a good idea to remind them why your are thanking them. For example if you are selling a product such as pet food, you could say “Thank You for your interest in the Worlds Best Pet Food!” 2 Video – This is the area where you can insert a video thanking your client and give a more broad overview of your product or service now that you know their attention has been grabbed. Also if you are running a large campaign, this is a good time to inform your subscriber of what is to come! 3 Content/Recap – This area is best used to recap major highlights of your product or service also you can provide links to “bonus” content here. Again, the use of bullet points can go a long way here as it will help the subscriber easily recap those important facts. 4 Buy Button – If you are selling a product or service it is a good idea to insert a buy button on the thank you page to provide your client an instantaneous way to purchase your product or service if they are ready to buy.

Membership Page: The membership page is the area you will offer your subscribers their bonus or purchased content. The membership page can have up to 5 modules. Generally they contain an introduction, video, and a key points section. There are four main components of a membership page.

1 Header – Keep it simple with this header usually your campaign or company name will suffice i.e. “Worlds Best Pet Food Membership Site.” 2 Introduction – At the start of each module, include an introduction giving a sneak peek of what information your video will contain. 3 Video – Each module should contain a video or print documentation relating to your product or service. Make sure this content “stands out” to keep your clients interested in future purchases. 4 Key Points – List your key points here, generally these are highlights of information contained within your video or documentation.

Video Blog Page: A Video Blog Page is an area to showcase videos pertaining to your product or service. This is not a membership page, therefore content will be viewable by all subscribers. Selecting a video blog page will also create a video list page for easy navigation of your content. We will first go over the video list page. This page has 3 components; header, introduction video and video blog links.

1 Header – Just like before keep this short and simple. Generally the authors name, and product/service title are sufficient. 2 Introduction Video - Use this area to insert a video giving an overview of what subscribers can expect to view within your video blog. Keep this video short and simple to maintain the users’ attention. 3 Video Blog Links – These links are used to link to the content in your video blog. There is no limit of how many links you can have. It is a good idea to title each link to represent the content in your video.

The Video Blog Page is used to showcase your content, this page contains 5 components: the header, video title, video, video description and author information. You do not need to edit the video title, video and the video description as these are configured when you create your links on the video list page.

1 Header – This should match your video list page, just remember keep it simple! 2 Video Title – This will be created on your video list page. The title should represent the content of your video. 3 Video – This is where your video will be showcased, remember to keep your videos informative to maintain the subscribers attention. 4 Video Description – This will also be created on your video list page, a good description should include some “key points” that are mentioned in your video. Do not be afraid to use bullets to make this area “pop”! 5 Author Info/Bio – Use this area to showcase your company info or your personal bio. It is a good idea to be as informative as possible. Also include a portrait and link to your website if at all possible.

Print Flyer: Do you have an event or an on-site social networking engagement? A print flyer can be an extremely effective tool to gain more subscribers! You can create a great looking flyer using Instant Builder. Find this tool by clicking on the “edit” button, then clicking “opt-in channels” on the left hand toolbar, and finally clicking the “print” button on the top menu. You should think of your flyer like you would a lead or squeeze page: it needs to have the “WOW” factor. There are three components on the flyer: the title, content/key points and opt-in information. When you are ready to get started click the “launch instant builder” button.

1 Title – Use this area for your title or pitch. If you have already created your Instant Builder web page you can use the header you created here. 2 Content/Key Points – Use this area to inform your potential subscribers what they will be receiving or learning about when they opt in to your campaign. You can use your key points from your website if you have already created it. 3 Opt-In Information – Use this area to showcase the various opt in information for your campaign. By default, Instant Builder will automatically populate this for you! As you can see it will also generate a “QR Code” (Note: The QR displayed is just a placeholder, the actual image will display upon download). This can be beneficial to gathering new subscribers given the heavy use of smart phones these days.

Navigating Instant Builder: Now that you have all those great ideas flowing through your head, it is time to create your page! If you filled in your static tag information when creating your campaign, the page will be near ready to go. This section will showcase how to navigate Instant Builder to add your own custom touches. The Contextual Menu: If you mouse over an object in the builder, a contextual menu will appear. You use the contextual menu to edit that object. Almost everything useful is under the objects’ Edit menus.

• Edit - Almost all changes are done through the edit option. Change the verbiage, size, color of text. Change the URL of a button, the video displayed, the cost of a product. Chances are, if you want to change something, you want the edit button. • Reorder - Click, hold, and drag the Reorder button itself to move the object up and down on the page. Think of the Reorder button as the handle that lets you move the object. • Copy - Makes a copy of the object. • Expand - Makes the object take up more or less vertical space, if you need to fit more things in or have some empty space between objects. • Timer - Makes the object appear or disappear on a particular date. • Remove - Deletes the object. Editing Colors: By pressing the button you can change the color for each section, it is a good idea to note the RGB settings so you can match the color across all web pages.

Adding Objects: Objects are added by clicking the green + in the upper left hand corner of each section. Add/edit links and URLs: 1 Click the green + in the upper left hand corner. 2 Select text from the drop down menu. 3 Mouse over the text object. 4 Click Edit. 5 Select the text you want to turn into a link. 6 Click the Link tool.(It looks like three links of chain). 7 Enter the URL you want to link to go to. “Link URL” 8 Optional: Select whether you want the link to open in the same window or a new window. “Target” 9 Optional: Add a title. This is the text that appears when someone hovers over the link. 10 Click Save. Once you’ve clicked edit, here’s where you find the Links tool. It will be grayed out unless you have text or a URL selected.

Add An Image: Before you can add an image to your website, you need to upload that image to the Media Center. 1 Click in the upper left hand corner. 2 Click Image. 3 Mouse Over the newly added placeholder image. 4 Click Edit. 5 Select the image you want to use from the visual selector. 6 Optional: Edit the display size of the image. 7 Save.

Buy Buttons: “Buy buttons” are buttons that send your customer to a PayPal or Amazon purchase page. If the customer purchases from that page, IC will be notified of the purchase. 1 Click in the upper left hand corner. 2 Select Buy Button from the drop down menu. 3 Fill out the fields. 4 Select either one of our buttons, or a custom image from your Media Center. 5 Save. Redirect Buttons: Redirect buttons can send the subscriber to any URL when clicked. 1 Click in the upper left hand corner. 2 Select “Redirect Button” from the “drop down menu”. 3 Enter the URL you want your subscribers to be sent to. 4 Select either one of our buttons, or a custom image from your Media Center. 5 Save. Add Video: Before you can add a video to your website, you need to upload that video to the Media Center. Alternatively, if you have an embed code from an external video player, you can use that. 1 Click in the upper left hand corner. 2 Click Video. 3 Choose “Select Video”. 4 Select the video from the list of videos in the “Media Center”. 5 Save.

Add Video List Items: By default, the template only adds four videos to your list, but you can add as many videos as you like. While the wizard uses static tags to configure the first four videos, it’s probably easier for you to add additional videos directly in the builder without using static tags. Your video must be uploaded to the Media Center before you can add it to the video list. Video list items can only be added to the Video List Page. 1 Click in the upper left hand corner. 2 Select Video List Item from the drop down menu. 3 Add the video title. The video title appears on the Video List Page, as well as in the video’s individual blog page. 4 Add the video description. This appears only on the video’s individual blog page. 5 Click Select Video. 6 Select the video from the drop down menu. 7 Save. Add Audio: Before you can add audio to your website, you need to upload that audio file to the Media Center. 1 Click in the upper left hand corner. 2 Click Audio. 3 Select audio file you’d like to use. 4 Save. The words “Audio player resides here” will be replaced by an audio player on the live site. Add Text: 1 Click in the upper left hand corner. 2 Select text from the drop down menu. 3 Mouse Over the new text. 4 Click Edit. 5 Edit your text, font, color, size, links, and so on. Add a Web Form: 1 Click in the upper left hand corner. 2 Select web form from the drop down menu.

Web Form Fields: 1 Select an existing web form. 2 Click in the upper left hand corner. 3 Click Web Form FIelds 4 Select which field you’d like to add. Bulleted List: 1 Click in the upper left hand corner. 2 Select Bulleted List from the drop down menu. 3 Mouse Over the new list. 4 Click Edit. 5 Edit your text, font, color, size, links, and so on.

Evergreen Webinars:

A webinar can greatly increase subscription rates and your sales volume! Instant Customer will allow you to create a simulated live webinar using our Evergreen Event feature. To access your event options click on “edit” then click “event”. There are three webinar options you can choose from, you will also have the option to create an offline event. • On-Demand – This webinar will automatically kick in once a user registers on your lead page. • Recurring Event – This option will allow your subscribers to pick a date and time that works best for them. To do this select the “recurring event field” in the “event tab”. Then select the date(s) and times you would like your content available. When a user fills out the information they will be provided a choice of dates and times that are convenient to them. • One-Time Event – You can pick this option to create a one-time webinar, just select a single date and time and your subscribers will be notified. There are 5 tabs under the “Event” category that allow you to customize your event:

1 Event Type - First pick your location online for a webinar or offline for a social event. Next, choose either on-demand, recurring, or a one time event. Next, you can select your media format. You can use either audio or video hosted with Instant Customer, or you can use your own provider. Please note only audio and video hosted with Instant Customer will allow tracking. If you lack tracking you will not be able to set custom autoresponders such as “15 minutes after even if attended” or “15 minutes after event if left early” the ability to track and add these custom auto responders. So what type of video or audio should you use? You should create a video that simulates a webinar. Think background chatter have some friends or colleagues make introductions. Ask your viewers to introduce themselves, basically give the feel that they are attending a live event! Make sure you keep your webinar short and to the point to keep your subscribers attention. 2 Schedule - This screen will vary depending on your event type. For on-demand, you will just select your event duration which should mirror the the length of your video and or audio file. For a one time event just select the date and time you would like your event to occur. Finally, for a recurring event, first select the date range you would like your event to be available for viewing. Next select the days it will be available and select the time(s) of day you would like your event to be viewed. You should always allow your clients to pick their event time slot, this will greatly increase attendance numbers.

3 Event Page - There are three pages that will need to be created to go along with your event:

a Pre Event Page - Think of this like a “thank you” page. Title your event, give the date/time of the event, and give some key points your subscribers will learn during your event. A pre-event “framing” video is also very effective here. b During Event Page - This will be the page the user will see while your webinar is playing, you can add some additional key points or just carry over your key points from the pre event page. If you are selling a product or service it would be beneficial to insert a “buy” button on to this page. c Post Event Page - Use this page to recap your webinar. If you are selling a product or service make sure you have a “buy” button on this page. You can also link any documentation you would like you client to receive when they complete the webinar. 4 Cue Points - A cue point will automatically pop up a “buy” button at a predetermined time during your webinar. There are two cue point options... • Simple - This will pop a single buy button at a set time.

• Advanced - This option will allow you to create multiple buy button pop ups. You can either add a pop-up to your sales page or create a custom HTML popup.

5 Attendance Actions - By selecting this option you can direct your users to different campaigns. Depending on their attendance to the webinar, this option can be extremely beneficial to customizing your subscribers experience. In this example below, anyone that watched the entire presentation is moved to a “hot lead” campaign for follow up.

Essential Instant Customer Techniques: Linking Your Domain to Instant Customer

CNAME: If you have a website registered with a provider other than Instant Customer, you will need to edit your DNS setting for your website to work within Instant Customer. We have created a basic strategy that works with most registrars. This strategy works with all subdomains and all domain hosts, although the specific steps are of course different in each host. • IN YOUR HOST SETTINGS (godaddy, bluehost, hostgator, etc.) - CNAME the subdomain to Instant Customer. For Instant Builder 2.0 pages, simply set the “www” (or alternate subdomain) to Point to ic.instantcustomer.com (for IB 1.0 pages, Point to www.instantcustomer.com). • IN INSTANT CUSTOMER - Edit you campaign -> Campaign Details -> Domain Name, set the name to www.example. com, Check Availability, then Save & Exit. • FORWARD your domain “example.com” to “www.example.com” (see the GoDaddy example below). This effectively forwards requests from “example.com” to “www.example.com” which then forwards the requests to Instant Customer. These are so fast that they are not even noticed. The two significant reasons that we recommend this setup is that works across hosts, and that it is very easy to reverse. If you want to host your page at your domain host, just delete the Forward and reset the www CNAME to “@”. GoDaddy Example: 1 Go to GoDaddy and login.

2 Mouse over Domains and click on Domain Management.

3 Click on the Domain to view the settings.

4 Click on the DNS Zone File tab, then click Edit.

5 In the CNAME(Alias) section: For Instant Builder 2.0 Pages: • Edit the “www” to Point to “ic.instantcustomer.com” For Instant Builder 1.0 Pages: • Edit the “www” to Point to “www.instantcustomer.com”

(Illustration above is the setting for IB 2.0 pages.) Make sure you Save Zone File!

6 You can also use a subdomain other than “www”, such as “webinar”, so that if you go to http://webinar.example.com in your browser (after the changes take affect) it will point to your Instant Customer campaign. In CNAME(Alias): Click Quick Add

For Instant Builder 2.0 Pages: • Add the new Host (subdomain) name and Point to “ic.instantcustomer.com”

For Instant Builder 1.0 Pages: • Add the new Host (subdomain) name and Point to “www.instantcustomer.com”

In the upper right corner, click on Save Zone File

7 Log in to Instant Customer, and open your campaign. Go to Campaign> Edit> Campaign Details> Domain Name. Add the full website address (www.example.com) you wish to redirect, then Check Availability, then Save & Exit. See the section above for exactly how to enter your domain name.

8 In GoDaddy, from the Domain Details page, go to Forwarding -> Domain -> Manage.

Add a Forward and simply enter the website as “www.example.com”, and Add, then Save.

Host Gator CNAME – Walkthrough: While Host Gator is known for website hosting you may also register domains through them, Host Gator does not allow users to change their CNAME on their own without hosting services so it is highly recommended to use a different provider such as Instant Customer or Go Daddy. Changing CNAME without hosting: You will need to contact Host Gator support to have this done, as they do not allow non-hosted members to edit their DNS records. When you contact support please let them know you would like to set your “www” record to ic.instantcustomer.com also if you are planning on setting a sub domain such as “register.mydomain.com” you will need to have them make those changes for you also. Host Gator states it will take up to 4 hours for the records to update, when this time has elapsed you will need to log into Instant Customer and do the following: 1 Go the homepage of the campaign you would like to work with, and then click the “edit” button.

2 Click on the “domain” tab near the top of the screen then enter your website information. For example, www.mydomain.com or if you are using a sub domain make sure to enter that instead, i.e. mysubdomain.mydomain.com. Next click on “check availability” button this will check to make sure your domain is available for use on Instant Customer. Finally, click the “Save and Exit” button.

3 When you are done entering your information check the subscription method section of your homepage. You should see your website listed if you click the link it should bring you to your registration or squeeze page.

Changing CNAME with Hosting: You will first need to log into your Host Gator cpanel this can either be done through the Host Gator homepage or through the specialized link provided by Host Gator. 1 Scroll down on your cpanel and click the “Advanced DNS Zone Editor” icon.

2 On the next screen look for the entry that begins with “www” ie www.mydomain.com. Then click the edit button. Next enter ic.instantcustomer.com in the CNAME box and finally click the “Edit Record” button.

3 To create a sub domain first create a new record under the “Add a Record” section of the “DNS Zone File Editor.” First enter your sub domain information i.e., mysubdomain.mydomain. com in the “Name” section. Then enter 14400 under the “TTL” field and select CNAME under the “Type” field. Finally, enter ic.instantcustomer.com under “CNAME” and click the “Add Record Button.”

4 In Instant Customer, go the homepage of the campaign you would like to work with, and then click the “edit” button.

5 Click on the “domain” tab near the top of the screen then enter your website information i.e., www.mydomain.com. Or, if you are using a sub domain make sure to enter that instead i.e., mysubdomain.mydomain.com. Next click on “check availability” this will check to make sure your domain is available for use on Instant Customer and finally click the “Save and Exit” button.

6 When you are done entering your information check the subscription method section of your homepage. You should see your website listed. If you click the link, it should bring you to your registration or squeeze page.

That’s it! Your domain should now be fully linked to Instant Customer! NOTES: The CNAME (Alias) setting usually takes up to an hour or so for the changes to take affect and the Instant Customer page to be available. The Forward setting can take much longer to take effect - see your specific domain host for details.

Integrations

Third-Party Integrations: A Snap-Together Marketing Toolkit with Instant Customer’s Integrated Tools One of our newest additions to Instant Customer is the ability to add fully customizable and integrated “Marketing Machines” that you can easily build. It’s easy to drag-and-drop over 220 different services together to make custom marketing tools to integrate systems like SalesForce.com, GotoWebinar, survey tools, scheduling services, shopping carts, payment processors, other autoresponder services, social networking tools and more.

Some of the things you can set up include: • Schedule paid events with EventBrite, accept payments and deliver one of Instant Customer’s membership sites and follow up with email, mobile text and voicemail reminders. • After a user fills out a SurveyMonkey survey, follow up with email, mobile text and voicemail instantly and offer the survey-taker a special offer or discount. • If you’re working with a big corporate client, you can automatically add leads captured at live events with Instant Customer and put them directly into SalesForce.com.

The possibilities are endless and limited only by your imagination—NOT your technical skills. You can literally build a custom “Marketing Machine” in under an hour without requiring a developer or any technical help. You can use this capability in your own business or as a consultant, charge your customers a setup fee to configure and even charge an ongoing monthly fee for ongoing usage. The system NEVER goes obsolete because if one of the integrated companies ever goes out of business or a better service comes along, just pick the new system and you’re off and running! To access the new feature all you need to do is activate it once from within any campaign by selecting the ZAPS tab on your campaign dashboard.

Once you press the “Instant Activation” button the integrations module will be active for all of your campaigns.

Step-by-step training is available inside Instant Customer and if you want hands-on-training in a workshop environment, visit www.InstantCustomer.com/Mastery or call our hotline at 858-876-5033 or 877-505-5344.

A Quick Support Overview:

Instant Customer has a variety of ways to effectively solve any issues you may be having. From our built in “walk me through it” tutorials, online communities and our awesome support which as a member of this class will go to the head of line!

1 Walk Me - Clicking here will allow access to our interactive “walk-me” through it tutorials. These are great if you need to train a client on using Instant Customer or if you just need a refresher yourself. You can also type in your question and it will search our support forums for an answer. 2 Support Tab - Clicking this will allow you to search our support forums, if you still cannot find your answer you may enter a support ticket and one of agents will be in touch with you shortly. To help expedite your support request please enter as much information as possible including the campaign number, sub-account and subscriber ID. Also please be detailed on the issue you are having and list the steps you took to replicate it. Screenshots and videos are always helpful, there is a free tool called Jing that makes taking screenshots and video a snap!