Daryl Urbanski and Preston Stapley discussed the importance of understanding marketing automation and direct response marketing, and how to adapt to changing market conditions. They shared their personal entrepreneurial journeys and strategies for marketing their businesses, including the challenges they faced and how they overcame them through automation using Infusionsoft.
They emphasized the importance of streamlining business processes, hiring dedicated professionals, and investing in personal and professional growth. They also highlighted the significance of collaborating with knowledgeable professionals and prioritizing learning and development.
Why You Should Listen to the Full Interview of Preston Stapley
Discover Preston's unique perspective on hiring experts and consultants, which can dramatically save your business money.
Learn how to appropriately delegate tasks between marketing and operations, eliminating functional overlap and adding to your business efficiency.
Understand the importance of hiring competent individuals, along with the kind of ROI it can fetch for your business.
Resources
- Preston Stapley LinkedIn | Instagram
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Interview Highlights of Preston Stapley
Marketing automation and direct response marketing with a background in accounting and real estate
- Daryl Urbanski interviews Preston, former Infusionsoft go-to guy for big clients.
- Preston shares insights on building a 600,000 name email list and working with previous clients.
- Daryl Urbanski and Preston discuss marketing automation and direct response marketing.
- Preston Stapley's background is in accounting, project management, and real estate, leading to a love for marketing.
Failed business venture and transition to marketing career
- Preston had an idea for a coupon website, but it failed due to cash flow issues.
- Preston Stapley learned about Infusionsoft and automated marketing tasks to improve efficiency.
- Daryl Urbanski shares his personal story of using Infusionsoft, from struggling with the learning curve to becoming a successful partner account manager at the company.
- Daryl Urbanski recounts how he went from being a one-man band to working with big marketers at Infusionsoft, despite initial doubts about his ability to use the software.
Common challenges faced by businesses, including automation and lead nurturing
- Preston identified two common challenges faced by clients and business owners, including marketing automation and optimization.
- Preston shared personal experiences of working with companies such as Infusionsoft and Glazer Kennedy, highlighting the depth of their involvement.
- Preston Stapley discusses Infusionsoft, a software tool for automating business processes, with a focus on lead generation and nurturing.
- Daryl Urbanski clarifies that Infusionsoft is not just a software tool, but a comprehensive solution for businesses, covering various aspects of their operations.
The importance of planning and patience in marketing
- Urbanski identifies disconnect between leadership and understanding of marketing systems complexity.
- Preston highlights the common issue of leaders making frequent changes without realizing the trickle-down effect on the company.
- Preston Stapley advises taking more time to plan and optimize the strategy instead of constantly changing course mid-process.
Entrepreneurship, marketing, and team management
- Preston shares personal experience of struggling with delegation and empowering team members, leading to lost opportunities.
- Preston Stapley emphasizes the importance of understanding the needs and perspectives of upper management to effectively use marketing tools and systems.
- Preston Stapley highlights common mistakes made by businesses when implementing marketing systems, such as hiring multiple consultants without proper investment in training and leadership.
- Preston emphasizes the importance of having one person take the lead in managing marketing systems, rather than multiple individuals with conflicting ideas and approaches.
Leadership, team management, and sales strategies
- Daryl Urbanski emphasizes the importance of having an operations and process-minded right-hand person to help entrepreneurs and CEOs translate their ideas into actionable plans.
- Urbanski suggests that visionaries often need to slow down and commit to a plan, rather than constantly coming up with new ideas before completing what they're currently doing.
- Daryl Urbanski emphasizes the importance of investing in the right people for the job.
- Daryl advises keeping a close eye on sales to ensure enough cash flow.
Hiring experts for marketing and operations in business
- Preston Stapley laments lack of dedicated marketing and operations directors in small businesses.
- Preston emphasizes importance of hiring experts who understand both marketing and operations.
- Preston Stapley spent 6 hours and 2.5 months hiring for a key role to ensure the right fit.
- Consultants should be dedicated to the business, not just on retainer.
Vetting consultants for business growth
- Daryl Urbanski and Preston discuss vetting consultants for key roles in businesses.
- Daryl Urbanski and Preston discuss vetting consultants, trust, and finding the right person for the job.
Marketing strategies for small businesses and entrepreneurs
- Preston emphasizes importance of working with consultants who know their field well.
- Daryl Urbanski values and appreciates listeners, acknowledges past painful hires, and seeks professionalism in new team members.
- Urbanski notices improved productivity and efficiency with new team members, crediting their experience and foresight.
- Daryl Urbanski and Preston discuss marketing strategies for entrepreneurs and small businesses.
- Preston Stapley emphasizes the importance of being willing to learn and figure things out.
Hiring experts for business growth
- Seek help from friends, family, or professionals when needed, rather than trying to figure everything out yourself.
- Hire someone with expertise in the area you need help with, rather than wasting time and resources trying to figure it out yourself.
Improving business operations through cohesive teams and effective handoffs
- Leadership is key to cohesive team, operational efficiency, and sales growth.
- Preston suggests using automation to follow up with potential customers who have visited the order page multiple times without making a purchase.
- The salesperson should be notified and reach out to the customer in a timely manner, personalizing the call based on their previous interactions with the company.
- Preston describes the importance of having a centralized operation person to oversee handoffs in a business, ensuring smooth transitions and maximizing capacity.
- Daryl Urbanski uses the analogy of a chain gang to illustrate how key leads and key people can help hand off tasks efficiently, preventing leaks and breakages in the process.
Investing in the right people for business growth
- Daryl Urbanski emphasizes the importance of investing in the right people for the job.
- Daryl warns against promoting employees to their highest level of incompetence.
- Daryl Urbanski advises on hiring and self-improvement for career growth.
- Preston recently promoted to VP shares insights on preparation for leadership roles.
- Preston shares their experience with an executive coach, highlighting the importance of continuous learning and growth.
- Preston emphasizes the value of taking action and making time for personal and professional development.
Investing in oneself for personal and professional growth
- Daryl Urbanski emphasizes the importance of investing in oneself and seeking mentorship to achieve success.
- Daryl provides examples from his experience training world-class athletes in various martial arts disciplines, highlighting the value of having a coach and a well-executed plan.
- Invest in yourself and improve relationships, sales, and business operations.
Career growth and success with Preston Stapley
- Daryl and Preston emphasize the importance of persistence and passion in achieving success.
- Preston Stapley recommends connecting with him on LinkedIn for advice and help.
- Preston appreciates the opportunity to share his passion and connect with Daryl Urbanski.
Business growth, marketing, and sales with strict requirements
- Ideal candidate for mastermind group is open-minded, motivated, and willing to share and receive feedback.
- Candidate must be willing to commit to 12 months and maintain confidentiality of sensitive information.
Business growth and marketing strategies with limited spots available
- Daryl Urbanski outlines 13 qualifying questions to determine if someone is ready for his mastermind group.
- Participants must be willing to share their biggest obstacles and problems with the group for brainstorming and support.
- Daryl Urbanski offers a mastermind group for entrepreneurs to grow their businesses.