How to reach more customers like your best customers

In our previous article, we asked “What do you know about your best customers to help you attract like-minded customers?” We explored this question, because every business wants more customers like their best customers. The best way to examine the how’s, why’s, when’s and what’s is by analyzing data in your CRM.

Once you understand your customer’s buying behavior and pattern, how do you reach more customers like them? We will focus on this question in this article by looking at two ways you can reach like-minded customers.

Using your CRM

Your CRM is a tool to centralize customer relationship communication. It should be used to customize messaging to attract qualified customers. And, this can be done when you understand your customers. Let’s look at a couple of examples:

  1. If you know that your best customers’ preferred method of contact is an email rather than texting or calling, you can use your CRM to automate email messages to attract new customers when they contact you. Automated emails can be in the form of drip campaigns to guide them to buy, or it can be in the form of triggers to send emails after they take an action.
  2. When new customers buy from you, you can set up reminders, and follow-ups, and send messages in a timely manner based on your best customers’ buying patterns.
  3. If you know that your best customers fall into 3 groups (for example, project managers who have the authority to make financial decisions, CFOs, and influencers who gather information for a decision maker like a business owner), you can create a lead generation form for each group. The lead generation forms can be put on specific website landing pages that speak to each group.

There are many ways you can use your CRM. The most effective way is to look at the common characteristics of your best customers and create content based on your discovery to attract like-minded customers.

Go where they go

In-person communication is still the best way to build business relationships. The data in your CRM (if you are recording it) can tell you where your customers’ network, what are their community and social interests, and where they like to meet. Here are a couple of examples that you might see in your data:

  1. If your customers like to attend weekly, bi-weekly, or monthly networking events either online or in-person, consider getting involved in networking events that make sense for you. If they are regular attenders of specific types of events, by getting involved in the same type of events, you are likely to meet like-minded customers.
  2. If your customers support specific charities, consider getting involved. Involvement can take different forms including financial support, sponsorship, or volunteering. The latter two can open opportunities for you with like-minded customers.
  3. If your best customers like to meet at coffee shops, you can set up meetings with new customers at a local coffee shop rather than a restaurant or a brewery. However, if many of your best customers like to meet at a brewery at the end of the day, consider making that suggestion to new customers.

Some of your best customers come from a spontaneous or scheduled conversation. Going where they go opens the door to conversation and to new opportunities.

Conclusion

Reaching more customers like your best customers can be done when you know your customers. A CRM is essential to understanding them. Without a CRM, you may not see the common characteristics like preferred method of contact or networking events. If you are considering a CRM, you can contact us to schedule a demo of X2CRM. With X2CRM, you can analyze your customers’ data, create and deliver effective content, and understand your best customers better so you can sell more with less effort.

TOFU, MOFU, and BOFU Magnets

When you stack magnets, their power is exponential.

 

Stacking Magnets

 

Think about your best clients and what actions they took when first buying from you. Build magnets based on these actions. Here are examples of how to stack magnets:

 

Fractional CFO Service Company

 

  • TOFU – Cash-Flow Forecast Template for Founders.
  • MOFU – 3-part email class on “Scaling from 500K to 5M using videos.
  • BOFU – Free 30-minute “Financial Check” with a 90-day pilot option. 

 

. Residential HVAC / Plumbing Contractor

 

  • TOFU – Seasonal Maintenance Checklist to Avoid Breakdowns 
  • MOFU – Educational videos on “What To Check Before Calling For Help. 
  • BOFU – Free home system inspection plus a discount on annual plans. 

 

Specialty Retailer or E-Commerce Shop

 

    • TOFU – “Find Your Perfect Product Style” quiz with personalized recommendations and a small first-order discount. 
    • MOFU How-To Guides, Lookbooks, and Comparisons
  • BOFU – Limited-time starter kit, cart-abandonment coupons, and free shipping.

This “magnet stack” approach—clear value at each stage, linked to your core offer—will pull the right prospects from curiosity to commitment.

 

Getting it Done

 

Apex Advisory Group, a professional services firm, had four sales reps plus the owner selling and servicing clients, but deals were inconsistent and follow-up was ad-hoc.

 

Apex engaged CCC, www.cccsolutions.com, to help build their sustainable sales pipeline. The team focused on the ideal client’s journey, selected magnets, and created a sales process to manage prospects. The magnets were:

 

    • TOFU – Risk and Readiness Checklist.
  • MOFU – Quarterly Webinars and Case Studies
  • BOFU – Business Circle Invitation

 

CCC set up X2CRM to segment, track, and reach prospects and remind salespeople to follow up. At every stage, the CRM captured new information and responded based on specific prospect actions.

 

Apex Today

 

Apex now has a repeatable sales engine: Their magnets consistently attract new prospects, X2CRM nurtures and scores them, and the sales team focuses its energy on the best opportunities.

 

With CCC Solutions guiding strategy and configuration, Apex built a sustainable, measurable pipeline that increased sales while reducing the chaos of manual follow-up.

 

FREE ebook:
Build More Revenue with Less Follow Up Fatigue

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