How The Heck Do You Pick The Right Marketing And Sales Tool For Your Biz??

Quiz Questions

• 1.
  What platform do you want to assess?

  • A.
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    MailChimp
  • B.
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    ActiveCampaign
  • C.
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    Kajabi
  • D.
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    Kartra
  • E.
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    Simplero
  • F.
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    Infusionsoft
  • G.
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    Ontraport
  • H.
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    ConvertKit
  • I.
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    Other
• 2.
  What is its overall functionality as it relates to my business? 

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  • A.
    It's got some nice features but doesn’t do what I need it to do. 
  • B.
    Man! This is total overkill for what I need.  
  • C.
    This meets what I need right now but might have some limitations for future growth.  
  • D.
    This mostly meets my needs right now, has a  room to grow in the future but I'm going to need some add-ons.  
  • E.
    This is freaking awesome. Totally meets all my needs and gives me plenty of room to grow.  
• 3.
  What does it integrate with?

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  • A.
    Awwww! It doesn’t appear to play nice with anything I use. 
  • B.
    Looks like it integrates with a few of the platforms I use but not everything I need is on their list.  Maybe Zapier??  
  • C.
    Integrations? UGH - I'm not sure.  
  • D.
    OMG! It integrates with everything I use. 
  • E.
    Wowzers! It integrates with a ton of apps. Looks like I'm more than covered.  
• 4.
  How difficult is this to set up and manage?

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  • A.
    Dang! No idea where to start and looks difficult to maintain.  
  • B.
    Steep learning curve but feels like I can get the hang of it.  
  • C.
    Looks like the basics are pretty easy but might have some hiccups setting up advanced features.  
  • D.
    Pretty straightforward to set up and maintain.
  • E.
    My team and I can easily rock out the setup and maintenance to use now and cover future growth.  
• 5.
  What is the client experience?

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  • A.
    UGH! Too confusing and I’m going to lose prospects.  
  • B.
    Looks a little complicated for my peeps.  
  • C.
    Pretty straightforward but might take some trial and error to optimize it.  
  • D.
    It's not fancy but anyone can easily figure this out.  
  • E.
    SWEET! Beautiful layout. Super intuitive and easy for people.   
• 6.
  How much support and documentation is provided?

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  • A.
    What? No tutorials available?  Guess I'll search for some YouTube videos and cross my fingers.
  • B.
    Enough here to cover my basic issues but what about the more advanced stuff? 48 hours for support seems like a loooooong time.  
  • C.
    Looks like they have pretty extensive documentation for me to search through and I can always submit a support ticket.  
  • D.
    What a great library of resources, videos and online support.  Live chat is the bomb!
  • E.
    Woot! Amazing onboarding support to help walk us through getting up and running.  
• 7.
  Is the cost worth it?

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  • A.
    OMG! No way can I afford this in a million years.  
  • B.
    Ouch! This is really going to stretch the budget. May not be worth the struggle.  
  • C.
    Hmm…This is going to stretch the budget but feels doable.  
  • D.
    This fits the budget but might need add-ons as we go.  
  • E.
    Wow! This feels amazing and fits my budget perfectly.   

Quiz Outcomes

• 1.
  SQUIRREL!!!

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  What Your Score Means: You, my friend, were struck by Shiny Object Syndrome. You know - that glistening, sparkly object that promises to solve everything in your business (and possibly end world hunger too). LOL Don't worry. It happens to the best of us. I used to be the Queen of Shiny Object Syndrome. All this means is that the platform you were assessing isn't a good fit for you and your business...at least not at this moment. But there was something about it that struck your fancy. The question now is what? And what are your next steps? Next Steps: First step is to get clear on what you are really looking for in a platform. Make a list with 3 columns and sort out what functions are critical to you and your business, what features would be nice, and what you can live without. It's a little like filling out your profile on an online dating website. What are you looking for in a perfect match? And what annoying habits are you willing to overlook? Because just as there is no perfect mate, there is also no perfect platform. There will always be a few shortcomings. Trust me. Been there - done that. Next is to assess more platforms to get a feel for what is going to be a good fit in your business now and has some room to grow. To make it easy, just hit the button below and download the hard copy version of the Platform Assessment. Good luck with your search. If you have questions or want some feedback about a particular platform, I'm your girl! Just give me a shout or hit me up on Facebook.
• 2.
  Not Right Now

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  What Your Score Means:Unfortunately the platform you were assessing isn't a good fit for you and your business...at least not at this moment.It sounded good and checked a few of the boxes on your wish list but fell short somewhere. Maybe it was the complex setup, or it didn't play nice with the systems you already have in place. It could be a big stretch for your budget. But there was something about it that struck your fancy. The question now is what? And what are your next steps?Next Steps:First step is to get crystal clear on what you are really looking for in a platform. Make a list with 3 columns and sort out what functions are critical to you and your business, what features would be nice, and what you can live without. It's a little like filling out your profile on an online dating website. What are you looking for in a perfect match? And what annoying habits are you willing to overlook? Because just as there is no perfect mate, there is also no perfect platform. There will always be a few shortcomings. Trust me. Been there - done that. Next step is to realistically look at your needs right now and 6-12 months down the road. Now through that lens, assess a few platforms head to head to find the one that covers your bases now and gives you plenty of room to grow for the next chapter of your business. It may not be your forever Mr. or Mrs. Right Platform, but there is nothing wrong with spending time with "Mr. or Mrs. Right Now".To make your search a bit easier, just hit the button below and download the hard copy version of the Platform Assessment.If you have questions or want some feedback about a particular platform, I'm your girl! Just give me a shout or hit me up on Facebook.
• 3.
  Still A Possibility

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  What Your Score Means:The platform you were assessing checked quite a few of the boxes on your wish list but it fell short somewhere. Maybe it didn't offer a particular feature you wanted. Perhaps it didn't directly integrate with your current systems. So it could be the right fit overall but will need a some help to get the full functionality you're looking for.And frankly, something about it struck your fancy and scored it high enough not to rule it completely out yet. Next Steps:First step is to get crystal clear on what you are really looking for to move your business to the next level. Make a list with 3 columns and sort out what functions are critical to you and your business, what features would be nice, and what you can live without. It's a little like filling out your profile on an online dating website. What are you looking for in a perfect match? And what annoying habits are you willing to overlook? Because just as there is no perfect mate, there is also no perfect platform. There will always be a few shortcomings. Trust me. Been there - done that.Next step is to put it head to head with a couple other platforms. Try to keep it apples to apples. It just wouldn't be fair to compare MailChimp and Infusionsoft, right?To make that easy, I created the platform assessment in hard copy so you can put them all of the possibilities on a grid and see how they stack up against each other. Once you have your top picks, it's really time to start kicking the tires test drive these puppies. Take them out for a spin. Look under the hood. Play with all of the gadgets on the dashboard. That's the only way that you will truly know which is going to be the right one for you. But before you get too far ahead of yourself, you'll want to do some prep work to make the most of any demo/trial time.Step 1 - Have something functional, whether it's a small funnel, a purchase sequence, or maybe an integration to a course that you already offer. Step 2 - Make sure you have set aside the time to really dive in and focus. To many of us sign up for trials and they're over before we've even logged in.Good luck with your search and reach out if I can help in any way.
• 4.
  Could Be A Contender

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  What Your Score Means: So the one you scored came out as a pretty good contender. It marked off many of the boxes on your checklist, but not all. And to be honest, there is no perfect platform. I hate to be the buzz kill, but there really isn't. And believe me, I have tried just about every platform under the sun at this point in my business, but that said, this platform still may be the right choice for you. Next Steps: You need to really get clear on your list of the things that are super duper important, are the must haves and those few things that you might be able to live with. It's a little like online dating and trying to find that perfect mate. There is no absolutely perfect mate. There's always going to be those annoying little habits that drive you crazy, but it's finding the ones you can live with and the ones you can let go of that help make choosing a platform or choosing a mate much easier. To get that clarity, compare a couple more platforms head to head so you can see how each of them scores by comparison. To make it easy for you, I created the platform assessment in hard copy for you to use over and over again. Overall, you're on the right track and well on your way to finding the next great platform to take your business to the next level. If you have any questions, please don't hesitate to reach out.
• 5.
  Hot Prospect

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  Big congrats!! The platform you tested scored as a Hot Prospect. WOOHOO!! What that means is that it ticked most, if not all, of the boxes you had on your wish list and looks like it could be a great next step for your business. Totally awesome!What's Next:Just like you would when you're upgrading to a new car, it's time to test drive this puppy. Take it out for a spin. Kick the tires. Look under the hood. Play with all of the gadgets on the dashboard. That's the only way that you will truly know if it's going to be the right one for you. But before you get too far ahead of yourself, you'll want to do some prep work to make the most of any demo/trial time.Step 1 - Have something functional, whether it's a small funnel, a purchase sequence, or maybe an integration to a course that you already offer. Give it some teeth so you can see how it works with your stuff in real time instead of having to guess using placeholders.Step 2 - Make sure you have set aside the time to really dive in and focus. To many of us sign up for trials and they're over before we've even logged in.Although this one scored high and looks like hot hot hot, you may want to put a couple more options through their paces before taking the plunge. To make that easier, I have created the same assessment in hard copy so you can compare platforms head-to-head on your own. Just click the button and grab your copy. Of course, I'm always here if you want to chat. Let me know how it goes.