Lead Generation
Lead Generation Plan
1. Planning
Need: Own clients
Objective: Generate leads for my own
Target market: Small and medium business owners, managers, executives
Location: Philippines, Australia and New Zealand
Content Strategy: Relationship-based, provide bookkeeping and/or virtual assistance
Services.
2. Creating
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Video
Email marketing
Social media content
3. Distribute
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Promote social media sites
Contents (LinkedIn and Facebook) to support this campaign
Referrals
Inmails
Social Media personal/direct messages
4. Capture
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Landing page
Email marketing
Spreadsheet
5. Analyze
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Track via Spreadsheet
6. Cultivate
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Personalize
Interaction
7. Convert
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Fill in form if interested
Respond with answers
TEMPLATE 1: Leads (Offer Free Trial Service for 1 week - 20 hours)
Dear Name,
Good day!
My name is Eunice Jael and I am from the Philippines. I’m a freelancer offering virtual
assistance services and bookkeeping.
I am confident to do the following tasks:
1. Data Entry & Transcription
2. Appointment Setting and Calendar Management
3. Email Management
4. Forms & File Management
5. Social Media Management and Marketing
6. Simple Website Creation and Article Writing and Optimization
7. SEO Basics & Setup, On-page & Off-page Optimization
8. Lead Generation
9. Preparing and Posting of Journal Entries
10. Producing various financial reports
11. Daily banking activities & Bank Reconciliation
I am equipped with relevant education, experience and training and I am ready to assist you.
With this, I would like to offer you a one week free trial consisting of 20 hours on any task
listed above. This will serve as your reference if you want to continue working with me.
In exchange, I would ask you to give me:
- A rating/feedback on my services
- List of 2 business owner friend who may need my services
If you are interested, kindly send me the following details:
1. Freelancing Assistance needed
2. Task Details
3. Task instructions
4. Business Name
5. Contact Person
6. Contact Email
The honour truly is mine in this endeavour.
Looking forward to a great working relationship with you.
Eunice Jael Mariano
Freelancer
https://eunicejaelbmariano.wixsite.com/mysite/services
TEMPLATE 2: Prospect (Start of Free Trial)
Dear Client,
Good day!
Thank you for allowing us to assist. This is a great opportunity for me. The honour is truly mine
in this endeavour.
To get the ball rolling, I will assist you from _________ to ___________. I can help your
business with the task you have chosen.
This is all free.
In return, I humbly ask from you the following:
1. Detailed instructions about the tasks.
2. Swift responses for my questions when necessary.
3. Feedback after the free trial.
4. I will feature my work done in this collaboration in my online portfolios.
Please be informed that in the event that I haven't received any feedback from you within 48
hours at the time we are formally introduced, I will proceed to another client. I appreciate the
understanding. Looking forward to a great working relationship with you.
Eunice Jael Mariano
Freelancer
https://eunicejaelbmariano.wixsite.com/mysite/services
TEMPLATE 3: Customer (Invite to Paid)
Dear Client,
Good day!
I would like to express my gratitude for your participation in my one week free trial virtual
assistance & bookkeeping services.
As what I mentioned in our introductory email I would like to ask for the feedback of my services.
Should you wish to continue with my services, I can offer it to you for as low as $5/hour for the
first 3 months. Please see attached for our rates and packages for more info. Thank you very
much.
It was a pleasure serving you. :)
Eunice Jael Mariano
Freelancer
https://eunicejaelbmariano.wixsite.com/mysite/services