James Tuckerman | The 7 Step Automated Lead Generation Process
- Department: Marketing

Overview
This document outlines a 7 step process for generating leads in a systematic and automated manner. You will discover how to create a marketing funnel that turns strangers into prospects and prospects into customers – best of all, it’s scalable.
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System Architect: James Tuckerman
Website: www.notsofreakyuniversity.com
Generated as part of the www.BusinessSystemsSummit.com
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The Process
Step 1: Define your target audience, their problems and how your product or service will solve them for them.
- Your audience needs to be large in number, easily contactable and actively looking for your products or services.
- Suggestion! You may need to narrow your target audience to improve your conversion rate.
Step 2: Create a lead magnet / opt-in gift that is of high value for your target audience.
- Suggestion! The best, highest performing opt-in gifts do one thing: they tackle the headache of your target audience before they even know they need your products or services.
- The successful structure of a headline must be “How to go from A to B” where A is the problem and B is the solution that your product or service offers.
Step 3: Place your opt-in gift on a dedicated landing page.
- Note! Landing pages have better conversion rates compared to opt-ins put directly on your website.
Step 4: Create a customer-centric checklist for successful opt-ins.
- Use these checklists not only as a deeper form of engagement but as a powerful tool to collect extra data for your leads.
- Example: Headline “Do you have what it takes to “Insert-Your-Outcome” – complete this test/checklist to find out.”
Step 5: After completing the checklist the prospect is taken to the ultimate online transaction (U.O.T) page.
- U.O.T. can be an online sale, but also a coupon download or an appointment set.
- Suggestion! Use your checklist to differentiate your leads and send them to different U.O.T pages.
- U.O.T. page is where the online deal ends, and the marketing results can be measured.
Step 6: Create an auto-responder sequence to send to all prospects who successfully opted-in on your landing page.
- The structure of the email sequence:
- Email #1 – The promise: send immediately after opting in, include the promised high-value gift, keep it short and straight to the point.
- Email #2 – The welcome: tell your story, your “why” and what you are passionate about, don’t try to sell anything.
- Email #3 – The offer: re-articulate the offer from the U.O.T page or direct them back to that page.
- Emails #4 – 7 – Follow up.
- Note: it takes at least 7 touchpoints to turn a stranger into a prospect, and then into a customer.
Step 7: Specify your traffic sources and drive traffic.
- These can be a website, social media platforms, and/or paid traffic sources like AdWords or Facebook.
- It’s recommended you utilise paid traffic sources as soon as possible. These sources are easier to turn on and off as needed and are typically more scalable.