Case Study: Virginia Council of CEOs Embraces Marketing Automation to Grow Beyond Richmond Base

Client:

Virginia Council of CEOs

The Situation:

The Virginia Council of CEOs has more than 200 members, mostly from the Richmond area. When the Council’s Board of Directors decided to expand its membership to the Charlottesville area, the organization’s Executive Director turned to Pinch Hit Partners.

The Challenge:

The Council’s brand awareness was limited to the Richmond area. They needed an efficient way to connect with busy executives in a new market. The Council’s Executive Director also doubles as their primary salesperson, so frequent travel to another city would be limited. The Council also relied on three separate programs to manage membership, sales and communications. These programs lacked new capabilities like marketing automation and demanded abundant staff time to manage.

“Pinch Hit Partners has transformed the way we market our organization.”   

                                 – Scot McRoberts, Executive Director, Virginia Council of CEOs

The Solution:

Pinch Hit Partners consultant Mark Cipolletti implemented a LinkedIn campaign targeted at Charlottesville CEOs and business owners. Sponsored posts would only be seen by the target audience in the target market – no waste, no extra cost. The campaign’s call-to-action was an invitation to a series of informational lunches and cocktail parties. These group sessions allowed the Executive Director to consolidate his time in the new market and to demonstrate the Council’s skill for hosting excellent programming.

Cipolletti also identified a single marketing technology, Hatchbuck, to replace the Council’s three legacy tools. Hatchbuck collects online leads and automates emails, campaigns and sales tasks that would have been done manually in the past. These efficiencies will become even more important as the organization expands to additional markets in the future.

Virginia Council of CEOs LinkedIn post

The Result:

As a result of Pinch Hit Partners’ work, the Virginia Council of CEOs has successfully gained about two-dozen new members from the Charlottesville area. The tools and processes that were developed for this market expansion are now being considered as the organization looks at additional Virginia cities for membership growth.

The Reaction:

“Pinch Hit Partners has transformed the way we market our organization. Now our sales, marketing and communications are nicely integrated and we have a single platform like Hatchbuck to manage everything. We’re so glad we followed Mark’s recommendations. It’s been a game-changer for the Virginia Council of CEOs.”   – Scot McRoberts, Executive Director, Virginia Council of CEOs

 

About Pinch Hit Partners

Pinch Hit Partners is a Richmond, VA-based company that’s disrupting how marketing gets done for small and medium-sized companies by providing them with a cost-effective alternative to hiring their own marketing team or contracting with an expensive full-service creative agency. Learn more at www.pinchhitpartners.com. Contact Mark Cipolletti at mark@pinchhitpartners.com.

A conversation doesn’t cost you a thing. Contact us today to learn more about how Pinch Hit Partners can transform your marketing and sales.

 

Going on the road this week to the Virginia Council of CEOs retreat

Pinch Hit Partners is a proud sponsor of the Virginia Council of CEOs. This week, we’ll be attending the Council’s annual CEO Retreat at the Homestead Resort. We’re looking forward to connecting with CEOs from Richmond and Charlottesville as well as our friends on the Council’s staff. Over the last few months, we’ve been working with the staff to expand their marketing capabilities. Check out the video to learn more.

See you at the Homestead.

7 Indispensable Tools for Becoming a Successful Solopreneur

So, are you thinking about leaving your comfortable corporate or agency gig to go solo? There’s a lot to consider – will you need to obtain health insurance?, do you have a home office?, do you have money in the bank to supplement your earnings until you build up your business? Being a solopreneur can be a little scary but the rewards can be great too.

In 2016 there were 55 million Americans working independently according to Freelancers Union.

I made the leap about a year ago with no prior experience working “virtually”. In the beginning, I needed to figure out a ton of things that I used to take for granted – things like how I would create a contract or how I would track my mileage and business expenses. I am not alone. In fact, in 2016 there were 55 million Americans working independently according to Freelancers Union. That’s about 35% of the total workforce. With so many people joining “freelance nation” a host of companies have created tools to make their lives easier.

Here are a few of the tools that I have come to rely on to run Pinch Hit Partners, my virtual marketing agency. Most of them are free and all of them are easy to use (which is critical since you no longer have access to an on-call IT help desk). And these solutions aren’t just for solopreneurs. As your business grows, many of these technologies will easily scale up to accommodate more customers and employees.

Good luck!

G-Suite/Google for Business

[Starting at $5 per month]  Nobody will take you seriously if you use a free Yahoo address or an old AOL email. You want to look professional right? Use Google to set up an email using your business name. You’ll also get a ton of free cloud storage and free G-suite for creating documents, spreadsheets and presentations. Sorry Microsoft Office.

Wisestamp

[Free]  Turn every email you send into a small ad for your business by creating a custom signature from Wisestamp. Go beyond a sterile text-only signature and add your logo or one of the many “widgets” offered. My signature automatically includes a link to my newest blog post.

Assistant.to

[Free]  Like it’s name suggests, Assistant.to is like having an assistant to help you set up meetings. This tool integrates saves you and your client from going back and forth through email trying to settle on a date and time. Just offer your attendee up to three meeting times in a single email. They choose one and Assistant.to adds it to their calendar and yours too. Bonus: it prevents double booking too.

Bonsai

[Free]  Having a lawyer create your contracts will eat into your profits very quickly. Built for freelancers, Bonsai helps you create your contracts by asking you a series of questions and then generating the final document that your clients can e-sign. But that’s not all. Bonsai will also send branded invoices and payment reminders to help you get paid on time. The service is free but processing fees will apply if you want to accept payments via credit cards or bank transfers.

Everlance

[Free]  Tracking your mileage is a pain in the neck. Everlance is an app that automatically records all of your trips. All you have to do is “swipe” to mark each as business, personal or charity. Everlance also helps you record your business revenue and expenses. I love the ability to take photos of my receipts and my accountant appreciates receiving detailed CSV files for completing my taxes. Use code sunrise689 to receive a discount if you upgrade to the paid premium service.

Bitrix24

[Free]  Small companies probably don’t have the luxury of employing project managers but, with Bitrix24, you can easily manage and collaborate on projects with employees, vendors and clients. I primarily use Bitrix24 for project management and client communications but there are other cool features like a built in intranet, CRM and even some basic marketing automation functionality. There’s even a mobile app for staying on task while on the go.

Hatchbuck

[Starting at $59 per month]  It’s time to put on your sales and marketing hat. Use Hatchbuck to add forms to your website and send emails to clients and prospects. Hatchbuck will automatically record their activities into an easy to use sales CRM. Marketing automation features allow you to set up drip marketing campaigns. Sure Hatchbuck doesn’t include some of the fancy features of big name marketing automation tools like Hubspot but it also only costs a fraction of what those companies charge. One of my clients recently consolidated three technologies (member management, email and CRM) into one by using Hatchbuck. They saved a few bucks but, more importantly, they’re now saving a ton of time by working in one system.

I’m always looking for ways to work smarter. If you have other tools that make working solo more efficient, I hope you’ll share.

About the author

Mark Cipolletti is the president of Pinch Hit Partners, a Richmond, VA-based marketing agency. Pinch Hit Partners provides small and mid-size companies with a virtual in house marketing team, led by a senior level marketing executive. And unlike so-called full service creative agencies, our low/no overhead model is efficient and affordable while still providing access to the highest quality talent and technologies needed to grow your business. Contact Mark at mark@pinchhitpartners.com or on LinkedIn.
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