Plans & Tasks

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Plan for Q2 + Q3

CRM for (GSheet)
Overall Agencies + Affiliate pipeline (add new, old,)
Active agencies
Affiliate - track from FPR
Comarketing (pipeline) add fresh entries from Formspark
VC partner/offer
Weekly Outbound report
Sent
Opens
Replies
Documentation
Onboarding for Agencies
Onboarding for Affiliates doc
Emails for affiliates (check status)
Comarketing checklist/progress plan
Agreement for agencies
Agreement for co-marketing
Outbound
Cold email to Mailchimp - Emails
Communities reachout plan
New ideas
Customer referral
Testimonials from partners




🚀 Goals

Goal 1: Build top of funnel for new agency partnerships
Goal 2: Fuel existing agency partnerships to increase revenue

How we plan to do it

Goal 1: Find more agencies similar to active ones (low hanging)
Timeline: 3 months
Find out agencies or agency-operated clients in existing customer base
For agencies
Get list from HS
and do manual check (use Crunchbase and apollo to reduce work)
Agency operated
Need to find a way
Ask Nishit/Sales to add a field in the Lead Module in HS
Outreach to Mailchimp agencies
Outreach to agencies on Clutch
Goal 2: Understand Agencies motivations (and engage with existing ones)
Timeline: 2 months
Touchbase with active agencies to understand their motivation
Enable them to bring more clients/revenue
Provide offer on the next client
Share use-cases that will be relevant

Ideas on How to provide value to agencies
Build expertise/thought leadership for them
Include their quotes in our guides/resources
Create a roundup of best agencies for X (programmatic)
Inviting them to Webinars
Help them get leads
Add existing agencies to experts/deal pages
Send agencies pitches/deals in the Signup onboarding sequence (part of email or 1 email)
Update our landing page - add a deal there
A Half yearly plan for enagagemnet
Get more ideas
Long term in Q4: Organize an agency get-together in US (Mariana)

Target ICP

Retention marketing agencies
Email Marketing agencies
Full service marketing agencies
Marketing Automation agencies

Useful Links



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