Transitioning Customers Between Products: Strategies and Automation
In this video Joey discusses methods for transitioning users from one product to another within a sales process. He two main strategies: firstly, using automation to grant access to an upgraded product after the completion of a module or lesson; and secondly, combining the transition with an assessment for more engagement and feedback.
Joey emphasizes the importance of creating a draft offer to prevent direct purchase, ensuring only those who complete the specified conditions receive access. This approach aims for smooth transitions and enhanced user experience.
00:00 Introduction to Product Transition Strategies
00:40 Exploring Automation for Product Upgrades
00:55 Creating and Utilizing Draft Offers
01:33 Incorporating Assessments for Engagement and Feedback
02:33 Final Thoughts and Offer Review
DESCRIPTION
If you like this episode and would like more information about how to market and grow your business so you can attract and convert ideal customers, visit
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