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Automation Tools
(with Content)
Further reading: https://www.feedsy.info
Steve Holmes
Co-founder Feedsy
1987-2011
2011-
2012-
AMP Financial Planning
SHMarketing & Design
Feedsy
1987-
Helped 1000’s of advisers
over many licensees:
AMP Financial Planning, Elders, Charter, CentrePoint
Alliance, Alliance Wealth, PIS, Financial Wisdom,
Fortnum, NEO, Madison, Magnitute, Paragem, Matrix,
Garvan, Synchron, Clearview, FPS Australia, First Mutual,
Futuro, Hunter Green, Securitor, Sentry, MLC, NAB,
Hillross, Millenium3, Dover, Affinia, Resilium
and more...
0423 020 190
steve@feedsy.info
Blogthenmulti-share
Post once
Web traffic
& leads
Publish to many
News web pageContent
(from Feedsy,
FeedsyWrite
and/or you)
Email
Social
Print
SUBSCRIBE
Subscribe
yoursite.com.au
Website
http://feedsy.info/
Finance (Australian Economy)
Finance (Commodities and Worl
Finance (Rates, Currency, Gov Bu
Finance (Stock Market Comment
Finance (Reserve Bank Commen
Finance (Retirement and Supera
Finance (Taxation)
Finance (Investment Principles a
Finance (AMP Capital Market Wa
Finance (AMP Capital Oliver’s Ins
Finance (SMSF)
Lifestyle (Travel)
Lifestyle (Health, Fitness or Food
Lifestyle (Entertainment or Spor
Lifestyle (General)
Technology (General)
Business (Consumer, Commerce
Business (Industry, Government
Property (Sales, Rental and Mark
Property (Homemaking)
Law (General, Agreements, Struc
The stories begin here...
Your StoryMix of
10 categories
curated every week
Your own
branded
News Page
Add original
stories whenever
you like (or never!)
Linked to and
from your
own website
Communicator
Campaigner
Advocator
FeedsyWeb
}
First
Name
Welcome
intro
Contact
you!
10 fresh
stories
auto-emailed
each month
Feeding automated monthly newsletters...
Customise
message
(or use ours)
Compliant
footer
NEW SUBSCRIBER
Welcome new subscribers...
Communicator
Campaigner
Advocator
New Subscribers
}
Newsletter engagement
Total opens and clicks
Individual’s activity
Emails sent, opened and clicked
Measure and analyse...
Communicator
Campaigner
Advocator
FeedsyMailHQ
}
7 days
REFER A FRIEND
2 days
Incentive
Conditions
Website menu
Referal links in email footer
Monthly FeedsyMail
Net Promoter Score (NPS)
to trigger more referrals
Client onboarding Journeys
Click to read the
full story on your
FeedsyWeb
You can share to
your business
Facebook or
Linkedin Pages
You, your team,
clients and friends
can share on
social profiles
FeedsySocial shares two
stories per week to your
business Facebook or
Linkedin Pages for you
(OPTIONAL)
Share on social media...
Communicator
Campaigner
Advocator
FeedsySocial
Optional add-on
or do it yourself
}
Seconds to set-up:
1. Title
2. Sub/Edition Title
3. Select Stories
4. Print or Download PDF
Perfect for:
Newsletters
Fact Sheets
White Papers
eBooks
PDF newsletters or eBooks in seconds...
Communicator
Campaigner
Advocator
}
Gen X, Gen Z ...
Gold, Silver, Bronze ...
Service X, Service Y …
Agent 1, Agent 2 …
Campaign X, Campaign Y …
Customer, Prospect ...
Send more targeted
and personalised
newsletters and
campaigns based on
different criteria, eg:
Personalise...
Communicator
Campaigner
Advocator
Segments
}
Custom
Title
Custom
message
Custom
button
Compliant
footer
Add image or
animated GIF
(or use ours)
Customise
message
(or use ours)
Automated Birthday messages...
Communicator
Campaigner
Advocator
BirthdayMail
}
When someone reads one of your stories on their iPhone, iPad or Android
smartphone they will be invited to save your brand to their home screen -
just like an app!
Turn mobile visits into apps...
Communicator
Campaigner
Advocator
FeedsyWebApps
}
Feedsy
EducationHosted by Feedsy
45-50 mins + 10-15 mins Q&A
Live polls and questions
2017 ©
#1
Growing the value
of your clients
Client segmentation.
Re-engagement.
Targeted marketing.
Expanding your offer.
#2
Marketing to attract
your ideal client
Customer surveys.
Creating customer.
Personas.
Online marketing.
Face-to-face marketing.
#3
Building a referral
culture
Leveraging existing
relationships.
Creating alliances.
Becoming more referable.
Asking for referrals.
#4
How important is
retention?
The value of retention.
Measuring retention.
Communicating your value.

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Feedsy snapshot Sept 2019

  • 1. Automation Tools (with Content) Further reading: https://www.feedsy.info
  • 2. Steve Holmes Co-founder Feedsy 1987-2011 2011- 2012- AMP Financial Planning SHMarketing & Design Feedsy 1987- Helped 1000’s of advisers over many licensees: AMP Financial Planning, Elders, Charter, CentrePoint Alliance, Alliance Wealth, PIS, Financial Wisdom, Fortnum, NEO, Madison, Magnitute, Paragem, Matrix, Garvan, Synchron, Clearview, FPS Australia, First Mutual, Futuro, Hunter Green, Securitor, Sentry, MLC, NAB, Hillross, Millenium3, Dover, Affinia, Resilium and more... 0423 020 190 steve@feedsy.info
  • 3. Blogthenmulti-share Post once Web traffic & leads Publish to many News web pageContent (from Feedsy, FeedsyWrite and/or you) Email Social Print SUBSCRIBE Subscribe yoursite.com.au Website
  • 5. Finance (Australian Economy) Finance (Commodities and Worl Finance (Rates, Currency, Gov Bu Finance (Stock Market Comment Finance (Reserve Bank Commen Finance (Retirement and Supera Finance (Taxation) Finance (Investment Principles a Finance (AMP Capital Market Wa Finance (AMP Capital Oliver’s Ins Finance (SMSF) Lifestyle (Travel) Lifestyle (Health, Fitness or Food Lifestyle (Entertainment or Spor Lifestyle (General) Technology (General) Business (Consumer, Commerce Business (Industry, Government Property (Sales, Rental and Mark Property (Homemaking) Law (General, Agreements, Struc The stories begin here... Your StoryMix of 10 categories curated every week Your own branded News Page Add original stories whenever you like (or never!) Linked to and from your own website Communicator Campaigner Advocator FeedsyWeb }
  • 7. Customise message (or use ours) Compliant footer NEW SUBSCRIBER Welcome new subscribers... Communicator Campaigner Advocator New Subscribers }
  • 8. Newsletter engagement Total opens and clicks Individual’s activity Emails sent, opened and clicked Measure and analyse... Communicator Campaigner Advocator FeedsyMailHQ }
  • 9. 7 days REFER A FRIEND 2 days
  • 11. Website menu Referal links in email footer Monthly FeedsyMail
  • 12. Net Promoter Score (NPS) to trigger more referrals
  • 14. Click to read the full story on your FeedsyWeb You can share to your business Facebook or Linkedin Pages You, your team, clients and friends can share on social profiles FeedsySocial shares two stories per week to your business Facebook or Linkedin Pages for you (OPTIONAL) Share on social media... Communicator Campaigner Advocator FeedsySocial Optional add-on or do it yourself }
  • 15. Seconds to set-up: 1. Title 2. Sub/Edition Title 3. Select Stories 4. Print or Download PDF Perfect for: Newsletters Fact Sheets White Papers eBooks PDF newsletters or eBooks in seconds... Communicator Campaigner Advocator }
  • 16. Gen X, Gen Z ... Gold, Silver, Bronze ... Service X, Service Y … Agent 1, Agent 2 … Campaign X, Campaign Y … Customer, Prospect ... Send more targeted and personalised newsletters and campaigns based on different criteria, eg: Personalise... Communicator Campaigner Advocator Segments }
  • 17. Custom Title Custom message Custom button Compliant footer Add image or animated GIF (or use ours) Customise message (or use ours) Automated Birthday messages... Communicator Campaigner Advocator BirthdayMail }
  • 18. When someone reads one of your stories on their iPhone, iPad or Android smartphone they will be invited to save your brand to their home screen - just like an app! Turn mobile visits into apps... Communicator Campaigner Advocator FeedsyWebApps }
  • 19. Feedsy EducationHosted by Feedsy 45-50 mins + 10-15 mins Q&A Live polls and questions 2017 © #1 Growing the value of your clients Client segmentation. Re-engagement. Targeted marketing. Expanding your offer. #2 Marketing to attract your ideal client Customer surveys. Creating customer. Personas. Online marketing. Face-to-face marketing. #3 Building a referral culture Leveraging existing relationships. Creating alliances. Becoming more referable. Asking for referrals. #4 How important is retention? The value of retention. Measuring retention. Communicating your value.