How To Scale Your Salesforce & Automate Key Areas Of Your Business – With Taylor Welch

Daryl Urbanski and Taylor Welch discussed marketing automation, effective funnel copy, and building a successful business. They emphasized the importance of establishing trust, conducting market research, and personalizing offers to target specific audiences. They also discussed the latest techniques and strategies for writing effective email copy, prioritizing excellence and caring for one's clientele, and the need to become better at marketing and building systems to manage growth. Overall, the conversation highlighted the importance of providing the best product and service, while also caring for one's people and community.

Here are the reasons why you should listen to the full interview

  • Learn how to attain and maintain a high level of trust with your clientele, as explicated by marketing expert Taylor.
  • Discover the pursuit of excellence in every facet necessary to run a successful business from CrossFit founder, Greg Glassman.
  • Understand the significance of identifying and catering to your target audience, illuminated by Ryan Levec’s survey funnel methodology.


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Interview Highlights

Using direct mail marketing to grow a business

  • Taylor stumbled into marketing while helping with project management and rental side of company.
  • Taylor Welch's direct mail campaign for wife's hairstyling business involves welcoming new movers with free haircut offers.
  • Daryl Urbanski and Taylor discussed their experiences with Infusionsoft, a marketing automation tool.
  • Daryl and Taylor shared their thoughts on the cost of using Infusionsoft, including the initial investment and ongoing costs.

Franchise marketing systems and email copywriting

  • Taylor shares their success story with a franchise model, highlighting the benefits of having a proven system and marketing strategy.
  • Daryl Urbanski emphasizes the importance of marketing systems in franchises, citing statistics on the high failure rate of small businesses and the success of franchises.
  • Daryl Urbanski and Taylor discuss email copywriting and marketing strategies.
  • Taylor Welch mentions Ben Settle and Andre Chaperon as influential email copywriters.

How to build trust and rapport with prospects through email marketing

  • Old school copywriting focuses on getting people to buy, while modern copywriting prioritizes building trust and relationships.
  • With email being so inexpensive, it's more important to focus on building a long-term relationship with consumers.
  • No one cares how much you understand, they care about how much you care.
  • Taylor emphasizes building trust and rapport with prospects, rather than solely focusing on sales.
  • Taylor uses a "soft offer" in every email to avoid feeling like they're adding to the wrong side of the scales.

Prioritizing product excellence and integrity in marketing

  • Daryl Urbanski and Taylor discuss the importance of focusing on excellence and caring for clients, rather than relying on marketing tricks.
  • Taylor agrees, emphasizing that building a strong brand through quality and customer service is more important than measurable marketing tactics.
  • Truett Cathy prioritized becoming a better company before expanding, emphasizing the importance of excellence in sales.
  • Jay Abraham's strategy of preeminence involves becoming the best in one's field, which requires a focus on marketing and customer satisfaction.

Marketing vs product focus in business success

  • Taylor Welch discusses importance of product in industry success.
  • Daryl Urbanski reflects on a mentor's lesson about marketing vs. product quality.

Building a successful business through product development, marketing, and operations with Taylor Welch

  • Daryl Urbanski and Taylor discuss the challenges of building a successful business, including the importance of creating a unique product or service and effectively marketing it.
  • Daryl and Taylor agree that there is no one-size-fits-all approach to building a successful business, and that it's important to focus on creating a memorable customer experience.
  • Taylor reworks client's target audience and product to triple revenue.

Selecting and understanding target audience for marketing efforts

  • Taylor emphasizes the importance of understanding the audience's needs and preferences.
  • Ryan Levesque's survey funnel method helps identify what makes an audience tick and what they don't want.
  • Taylor identified a niche audience by asking about their pain points and goals, then created a product offering tailored to their needs.
  • By targeting consultants with more money and a greater desire to solve their problems, Taylor was able to create a successful marketing strategy.

Building profitable online businesses through survey funnels and strategic partnerships

  • Daryl Urbanski discusses using paid traffic to monetize a list of 1000 people.
  • Taylor Welch suggests partnering with someone who has a list of people interested in a specific niche to create product offerings.
  • Daryl Urbanski and Taylor discuss lead generation strategies, including survey funnels and webinar funnels.

Creating effective funnels for online education products

  • Taylor discusses webinar funnels and survey funnels for monetizing online education products.
  • Taylor Welch emphasizes importance of knowing audience and tailoring funnels to their needs.
  • Taylor highlights the power of hyper relevancy in copywriting, where good enough copy can lead to trust and action with the right funnels in place.

Scaling sales through personalized marketing funnels

  • Daryl Urbanski discusses the effectiveness of webinars and other sales tools in converting leads.
  • Daryl Urbanski emphasizes the importance of following up with survey results to improve sales processes.
  • Taylor Welch emphasizes the importance of understanding the audience and tailoring the sales message accordingly.
  • Taylor Welch discusses the use of Infusionsoft to scale sales by replicating successful sales conversations.

Crafting compelling offers and understanding audience through phone calls and surveys

  • Taylor suggests picking up the phone to call prospects and hear them describe their problems directly.
  • Taylor Welch emphasizes the importance of a good product and crafting a compelling offer that resonates with the target audience.
  • Taylor emphasizes importance of framing offer in a way that makes it exclusive and personalized to the prospect.
  • Taylor Welch uses language to create a sense of urgency and exclusivity, making the offer more appealing to the prospect.

Pre-framing and its impact on sales, with tips for effective messaging

  • Daryl Urbanski discusses the importance of pre-framing in marketing, highlighting how it can help motivate people to buy a product by changing their perspective.
  • Daryl Urbanski emphasizes the importance of presenting products in a way that makes them look like they offer the best chance of success and longest-term benefits.
  • Taylor Welch is excited about building an agency flow with a high-level Facebook and AdWords strategist.
  • Best way to reach Taylor is to hop on their email list at

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