New template filters

Timely and relevant communication is key to closing deals and building relationships with clients. One way to achieve this is by using SMS messaging and personalizing your messages by using meeting titles or descriptions to filter template triggering for automated SMS messages.

By using meeting titles or descriptions to filter template triggering, you can tailor your messages to the specific needs and interests of your clients. For example, if you have a meeting scheduled with a client about a specific product or service, you can use the meeting title or description to send an automated SMS message with information about that product or service. This can help to increase the chances of upselling or cross-selling, as well as to improve your meeting show rate.

Additionally, you can use this method to create targeted marketing campaigns. For example, if you have a meeting scheduled with a client in a specific location, you can use that information to send an automated SMS message with information about your business in that area.

Using meeting titles or descriptions to filter template triggering allows you to save time and resources. Instead of having to manually send SMS messages to clients, you can use automation to send messages at specific times or in response to specific triggers. This can help to ensure that your clients receive messages when they are most likely to be engaged and can help to improve the effectiveness of your communications.

New personalization fields

We wanted to share an exciting update!

Message templates are even more powerful with new personalization fields. Import directly from your CRM or meeting info straight into your SMS message.

Personalization is a powerful tool to improve your SMS messaging strategy. One of the most effective ways to personalize SMS messages is by using the customer's name. Using the customer's name in the message can help to create a sense of familiarity and personalization that is not possible with generic messages. This can lead to increased customer loyalty and repeat business.

Another way to personalize SMS messages is by including information about upcoming meetings or appointments. For example, you can send automated SMS reminders to customers about upcoming meetings or appointments. These reminders can include details such as the date, time, and location of the meeting, as well as any relevant information such as the agenda or any necessary materials. This can help to ensure that customers are prepared for the meeting and are less likely to miss it.

Personalization can also be used to create targeted landing pages. A landing page is the first page that a customer sees after clicking on a link or ad. By using personalization techniques, you can create landing pages that are tailored to the specific needs and interests of your audience. This can help to increase engagement and conversion rates, as well as to improve the customer experience.

Finally, you can use automation to make SMS messages more efficient and effective. Use Aardvark to send SMS messages to customers at specific times or in response to specific triggers. This can help to ensure that customers receive messages when they are most likely to be engaged and can help to improve the effectiveness of the message.

In conclusion, personalization is an effective tool for you looking to improve your SMS messaging strategy. By using personalization techniques such as customer name, meeting information, targeted landing pages, and automation, you can build stronger relationships with your customers, increase engagement and conversion rates, and improve the overall effectiveness of your SMS messages.

Introducing Aardvark 2.0

Introducing the newest version of Aardvark - the software that helps reduce "no shows" in sales appointments.

We completely rebuilt the entire application from the ground up to be more powerful in every way.

If you're a sales or marketing leader, you know the frustration of setting an appointment with a prospect only to have them not show up. It's not only a waste of time, but it can also be demotivating. That's where Aardvark comes in.

Aardvark integrates with your Hubspot CRM and calendar (Google or Outlook) to automatically send SMS reminders to your prospects. Why SMS reminders? Studies have shown that SMS reminders are much more effective than emails for appointment reminders. Not only do people check their text messages more frequently, but SMS reminders also get read more quickly, making them ideal for pre-meeting reminders.

New Features

The new version of Aardvark introduces some exciting new features, including the ability to schedule multiple reminders using powerful logic.

Sequence Logic

You can set reminders to be sent at a certain number of minutes or hours before or after an appointment and can send based on whether the prospect has confirmed, denied, or not responded to the calendar invite, or even based on the contents of the calendar event's title or description.

Groups

You can also send reminders to specific groups of people, such as confirmed guests, tentative guests, unconfirmed guests, and declined attendees.

Personalization

But that's not all. Aardvark also allows you to personalize your messages using a variety of new personalization tokens. You can include the rep's name, the prospect's name, the rep or guest's email, the rep's mobile number, the guest's mobile number, the meeting location, the meeting day and time, the link to the meeting details landing page, and more.

This allows you to create powerful messaging sequences that increase the show rate of your prospects and ultimately drive more sales.

In short, Aardvark is a game-changer for salespeople and marketers who want to drive more pipeline. By plugging up the holes in your funnel and increasing your conversion rate, you'll have an edge against your competition and a higher chance of success in every campaign.

Try the new Aardvark today and start seeing the results for yourself.

How to Reduce the No-Show Rate of Your Meetings by 53%

In this post I’m going to show you how to reduce your sales team’s meeting no-show rates.

In fact:

These are the exact techniques I used to reduce no-show rates from the industry standard 25% to 10%.

And today I’m going to show you how I did it…

…and how you can do the same thing.

The Real Cost of No-Shows

Direct Lost Sales

Whether you are a sales or marketing leader, no-shows destroy sales. Every prospect that doesn’t show up is a lost opportunity.

But no-shows cost much more than a lost opportunity.

Indirect Lost Sales

Prospects who don’t show up to appointments steal time and focus from sales reps who must then spend time following up to reschedule.

This is precious time that could be spent selling or prospecting into new appointments.

Every no-show is a drag on their productivity and a potential lost opportunity.

Morale

No-shows also have a negative impact on morale. Rejection is part of the territory when you’re in sales. But nothing takes the wind out of your sales like a yes that turns back into a no.

Psychologically, loss is much more painful than the equivalent gain. It’s worse for a rep to have something and lose it than to not have it at all.

Nearly two-thirds of sales reps are on the verge of burnout. A no-show can be a tough pill to swallow for a rep already struggling to meet quota.

Burnout leads to high churn on your sales team. Hiring, training, and ramp all contribute to significant costs.

Why Prospects No-Show

At the end of the day there are 4 reasons why a prospect no-shows on you.

1 Low conviction from the BDR or SDR.

The BDR or SDR doesn’t have a high level of conviction that the prospect will benefit from your product or service.

2 Low perceived value from the prospect.

The prospect doesn’t have a high level of conviction that they will benefit from your product or service.

3 Lack of urgency.

The prospect might see benefit but doesn’t have a reason to take action today.

4 Process failure.

Process failures can include:

Now that you know why prospects no-show, it’s time to show you how to eliminate the vast majority of them.

Are you ready?

Great. My promise to you is that you will dramatically reduce your team’s no-shows if you apply what I’m about to show you.

Your leads will be worth more. Your team will be happier. You’ll close more sales.

Let’s go.

Set up the Meeting

Specific Date and Time vs Calendar Link

Most people use a tool like calendly and share a link to book meetings directly on their calendar.

Who doesn’t like using automation and handy tools to make scheduling easy?

What you may not know is that people do not respond well to emails. The schedule-rate is crazy low compared to sharing specific times.

Don’t do this

Instead do both. Give people a few times and give them a link to choose another time if those don’t work.

Do this

Choose an Ideal Time

Avoid Monday morning and Friday afternoon.

Yesware’s data shows that weekday afternoons are best, especially between 3 and 5 on Tuesdays and Thursdays.

Book within 10 Business Days

Make sure your reps on booking their meetings within 10, ideally within 5.

You can set your calendar scheduler to block out days that are too far in the future.

Automated Email and SMS Reminders

Automated reminders are a must-have to improve show-rates.

It’s one of the few things you can do to immediately increase show-rates that don’t require training or a behavioral change from your reps.

At the end of the day, prospects no-show because:

Used correctly, automated reminders can not only keep prospects from forgetting to show up but they can re-enforce the value of the meeting so they want to show up.

Email vs SMS Meeting Reminders

SMS messages can be your secret weapon for improving appointment show-rates.

98% of SMS messages are read within 3 minutes, which makes them extremely ideal for time-sensitive messages like reminders.

Emails are fine for messages that are not time-sensitive but should not be used as reminders the day of.

Even if they get read, your meeting is typically over by the time they do.

Ideal Reminder Schedule

[wpdatatable id=5]

Re-enforce the Benefits

If you use a platform like Aardvark to automatically send SMS meeting reminders, prospects will get a link to a landing page that reminds them of all the details.

This does 3 things:

Calendar Confirmation Request

For those who haven’t confirmed the appointment, you can improve the commitment a prospect has by using the 24-hour reminder to ask them to confirm.

Hi {name}, I noticed you didn’t accept the meeting tomorrow, so I wanted to confirm that the time still works for you. If you need to reschedule please use the link below to find a time that works best. {meeting.link}

Thanks! {rep.firstname}

Confirmation Video

One of the best things you can do for prospects who book a demo is to confirm that they made the right choice.

Here is the confirmation video that Outreach shows prospects who book a demo with them:

If you don’t have a video, you can start with a written version that outlines what the prospect can expect to learn and gain from a demo with you.

So how do you get this video or page in front of people you may ask?

You can do this in a few ways.

Inbound Demo Requests

Use a thank you page when someone fills out a contact sales or demo request form.

Don’t let your thank you page be wasted space. Always be selling.

Outbound Calendar Link Meetings

Most calendar booking tools allow you to specify a thank you page to redirect to.

Make sure that your reps’ calendar links redirect prospects to a thank you page with your confirmation video if you have one.

Other Outbound Meetings

If you schedule the meeting over the phone or over email you can still send an email outlining the same content or with the same video.

Create Engagement and Connection

Prospects who engage with you prior to an appointment are 3x more likely to show up for their meeting. *

The more they invest in the relationship, the more committed they will be to actually show up.

This is due to the principle of commitment and consistency.

Make it a priority to create engagement between your reps and their prospects before their meetings.

Schedule-Rate vs Show-Rate

At a past startup, I tried to improve the rate at which we scheduled demos with leads who filled out a demo request form.

At that time, the prospect would fill out a form and our reps would reach out to schedule a time.

I experimented with putting the reps’ calendar scheduler right on the thank you page.

Nearly every lead booked a time on the calendar and I thought I was a genius…

…it didn’t work.

Our no-show rate went up dramatically and we ended up with less held demos than we started with.

Our prospects used to have to answer emails to coordinate a time with our reps.

In the process, they would also answer questions about what they wanted to get out of the demo.

How we solved it:

So we implemented an automated email to go out from the rep to:

It worked:

Our demo request to “demo scheduled” rate stayed super high and our show-rate went back up to around 90%.

Send a Question Email

Ask meaningful questions in the confirmation email after a meeting is scheduled.

Human Element

Help them understand there is another person over there.

Set your email profile photo. Do the same in your signature.

Record a short personalized video.

Make sure your face is in your signature and on your calendar meeting page.

Make Friend request / Connection request on Facebook / Linked In.

Use Social Messenger on Facebook and/or LinkedIn. Start a conversation BEFORE the meeting. Make yourself into a REAL person to them.