Acquire new client referrals using BrighterSite
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BrighterSite is a referral marketing program which small business owners use to create electronic referral messages to generate
new referral business.
Listed below are the key sections of BrighterSite and its main functionality.
Sending messages, e-cards and getting referrals - Your turn-key electronic
marketing center
At the heart of BrighterSite is the referral request e-card.
What
are e-cards? 
These are graphic designed, pre-written e-mails with your picture and a personal
message.
Each e-card has a give referral button that allows your customers
to give referrals to you directly through an online form.
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Complete Contact Management
BrighterSite enables you to track all of the key data for clients, prospects, business partners and other contacts. Over 40 contact fields are available including phone numbers, e-mail addresses, addresses, spouse information, notes, workplace, titles and key events.
Automatic event marketing
For every contact file, you can set a date for business anniversary, birthday, spouse birthday, and wedding date that will automatically send a message when that date arrives. You have complete control over the format and message of the e-card. BrighterSite starts you with pre-written messages.
Automatic holiday and calendar messaging
Your BrighterSite account comes with a master calendar/holiday scheduler that will automatically send messages to enlisted contacts on a annual schedule. This feature is completely customizable with no limit to the number of programmable calendar messages. The default calendar track comes with six holidays spread throughout the year with pre-filled messages.
Automatic, multi-step communications
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Send referral request e-cards to clients, automatically: E-cards are e-mails with colors
and pictures. (see
samples). You enter your client's e-mail addresses and a personalized greeting and the system sends messages
to your clients on your schedule using automated
messaging . There are several pre-set,
automated campaigns (see below). You can also create your own custom campaigns.
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Clients enter referrals online: Your clients enter referrals for new
clients into an online form with a few clicks of the mouse.
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 | Follow up with new
prospects: The system will let you send introductory e-cards and custom
cards as well.
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You are in control of everything: You can customize all messages through
our simple online forms - change the copy, the colors, the art, add your own
custom photo, and decide when and if messages are sent.
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Automated campaigns allow you to create e-card messages to customers
that are sent on fixed time schedules. Adding customers is easy through an online form.
You start the process, and over the following weeks BrighterSite sends messages on
your behalf. Pre-loaded with automatic campaigns
BrighterSite comes pre-loaded with multiple campaigns that can be customized to your industry. Each campaign comes with
two to twenty-four e-card messages that are sent over time (e.g., week 1, week 2, week 4, etc.,).
You can customize any portion of the campaign, including changing copy, adding
your photo, changing schedules, and changing the designs. Campaigns include:
- Partners: A four-card, month-long series for business partners
that you meet who might be good referral sources
- After: A two-card, six month long series for clients who have completed
a transaction with you
- New Lead: A two-step, month long series for new prospects
- Partner Quotes: 24 quotes from famous people
- Holiday: Sends a note for the six major Holidays/Seasons
Create your own multi-step automatic referral campaigns
Have great ideas for your own multi-step campaigns? In BrighterSite, you can
start from scratch and build your own multi-step message series - decide
how many steps, write your own copy, choose your designs, and decide the
number
of days between messages. Customizing is as easy as using an online shopping
form.
Group messaging
Through BrighterSite you can send a message to an entire group or to your entire list. Group messaging makes it easy to reach out to many contacts simutaneously. An intuitive group management feature enables you to set up as many groups as you want.
Add groups to a multi-step auto campaign
BrighterSite enables you to add an entire group or your entire database to a multi-step auto-campaign.
Send stand-alone e-card messages and referral requests
At any time, you can send a single e-card to a customer, prospect or business
partner. It's a great way to introduce yourself or stay in touch.
Pre-loaded stand alone cards
BrighterSite comes with several pre-written stand-alone cards. They include:
- Referral request card for asking for referrals
- Introduction card for introducing yourself to new prospects
- Thank you card to thank your customers when they give you referrals
- Debt consolidation promotion to show your customers how you can save them money
- Business anniversary card to send on the anniversary of your transaction with your customer
- Birthday
- Custom Event comes pre-configured as wedding anniversary
Create and customize your own e-cards
Need to create your own unique e-cards? You can
create new cards where you customize the copy, the artwork, color
schemes and basic layout. You can make cards for important announcements,
update clients on their loan status, or just to say hello.
Getting referrals and tracking your campaigns
The biggest pay-off in BrighterSite is receiving new referrals.
Online referral forms and your customer's experience
Customers receive a nicely formatted e-card personalized to your business. Customers
will be able to click on the "Click here to give referrals" button where they
are led to an online form to enter new referrals for you.
Viewing your referrals
When a client enters a new referral into the system, you will receive an e-mail
in your regular e-mail program notifying you of the referral. You know exactly
who gave you a referral and when they sent it. You
can
call
immediately or send an introduction card. The referrals will also be tracked
in your BrighterSite
application.
Additional Features
Add your own business information
This is the information that will go on all of your communications. In addition
to basic contact information (such as company name, phone number, e-mail address)
you will also enter a brief description of your services that might already be
on a brochure or bio that you use. It's as easy as filling out an online form
(in fact, it is an online form) and you can always go back and update it later.
These are the areas you can customize: business name, your name, title, phone
number, fax number, website URL, e-mail address, postal address, and business
description.
Add your own custom photo
In BrighterSite, you can add your own custom photo to all of your e-card communications. We make it easy to add your photograph yourself, or we can assist you.
Set up your automated
messaging process times
Automated messaging allows you to send e-cards automatically
according to a fixed time schedule. You can set the
schedule however you like, and cancel messages at any time.
Differentiating benefits
Easy to use
All of BrighterSite is as easy to use as shopping on Amazon or using your favorite
website. There is no coding, no training needed, and you can be an expert
the first time you use it.
Once-and-done
BrighterSite was designed so that steps take the least amount of time possible.
Most steps are built on the principle of 'once and done', where you enter
your clients e-mail in once and quickly, and BrighterSite takes
care of the rest.
Real service and monitoring by real people
BrighterSite is backed by real people who are helpful and experienced. You can call or write us
when you need help and we will do our best to make sure your campaigns
work the best that they can.
Lots of online help and lots of instructional content (including great ideas)
BrighterSite comes with help built right in to the system, pop-up help
for more complicated features, and detailed marketing guides on referral
marketing to advance your thinking.
Competitive edge
BrighterSite can be your competitive edge. Be the first in your region to be
part of this powerful platform.
Get started!
We offer two easy ways to get started with BrighterSite:
- ORDER ONLINE: if you are ready to try BrighterSite, simply sign-up for a risk-free trial here...
- SCHEDULE A LIVE DEMO: We are convinced that you will be impressed when you see BrighterSite in action. We'll be happy to walk you through the software over the phone and answer any questions you have. Write us at demo@referralsoft.com or call us at (978) 873-6722 and we'll schedule a time we can talk.
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