September 29, 2016

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How to Set Up a Basic and Highly Effective Sales or Marketing Funnel

Learn The Basic Concepts of a Marketing Funnel & How It All Fits Together!

Learn the most common mistakes that can cost your business new customers.  I’m taking years of experience helping businesses develop their marketing and sales funnels and boiling it all down to the basic pieces you need to know before you being developing your own.


When I was beginning to set up my own very first marketing and sales funnel, I knew there were probably pieces missing. I also knew I had a lot of pieces that could be used in different places, but I wanted a simple explanation of how to put it all of my pieces together.

So I did a lot of research and testing, the results of which is what I’m going to be sharing with you.

This short training gives you an overview of a standard marketing funnel setup so that you can understand the steps of the process and begin planning your lead generation system.

This training is for you if

  • You’re a business owner and want to know how all the segments of a funnel fit together,
  • You don’t even know where to start,
  • You already have a basic funnel in place but want to understand more to be able to improve it, or
  • You want to make sure you aren’t wasting time, effort or money in any of the segments or pieces

What you will learn

  • The different segments of the basic sales process and how they coordinate into a sales or marketing funnel,
  • Specific tactics and tips you can use for each segment,
  • How efforts you are already doing can fit together into a successful funnel, and
  • The pieces that most businesses miss that can make their funnel ineffective and result in lost time, money and sales



As promised in the video, you can access some of my most-sought-after PDFs for marketing funnels:

These include:

  • Plugging the Leaks in Your Marketing Funnel
  • 12 Ways to Optimize Your Full Funnel
  • My Favorite Funnel Resources – outlines free and low-cost options for several parts of your funnel
  • Webinar Training Notes – if you want to use a note sheet with easy fill-in-the-blank sections


Join The Discussion

Want to learn more or join the discussion further?

Join my marketing group on Facebook or read marketing tips on my blog.


Project Description

Your project will be to participate in the course discussion.

Before You Start

I’m interested to know, and I would like you to comment in the discussion area below, and give me a quick overview of:

  • What pieces of your funnel you think you already have, things you already have that you can use
  • What do you think you’re missing
  • What do you hope to learn from this overview?

Before You Finish:

You’ve completed the overview, and have learned about the seven different segments of the average sales or marketing funnel, some things you want to avoid, and general tactics that can be used at different stages.

Now I would like to know, which pieces do you still need help setting up? I base my future trainings upon what students and clients have requested help with, so please add your thoughts and comments in the discussion area below.

So that we can all learn from each other, share something you learned that you plan to implement, or something that you want to learn about more.

Also please be sure to comment on other students’ discussions because we all have a wealth of knowledge to share.

Video Marketing Planning: Quickly Plan (and create) up to One Year of Video Marketing Content


Vicky Wu designed this six-part plan for for her clients to easily develop up to one year of video marketing topics quickly and easily.

Like everything, it’s easy when you have a SIMPLE PROCESS to follow.  Videos are proven to increase engagement on social media, so having a consistent video offering can really help boost your online presence.

You can develop an entire video catalog of at least 16 video topics (or easily more) following this simple plan, and then schedule a day to film a minimum of four – or even all of them – at one time.

In this class, you will learn:

  • Easy six-step process to plan a whole catalog of video marketing content – in one sitting!
  • My proven tips to develop a consistent video marketing strategy
  • Do more with less – Develop a comprehensive and engaging video marketing plan using less time, less money, but still bigger results
  • How to strategically get the most exposure for your videos

You will create:

  • Your video marketing content plan using the template provided
  • Then create your comprehensive video library!

This training is right for you if:

  • You want to begin using more video in your marketing and need an easy and effective way to make it happen
  • You don’t have a lot of extra money to throw at purchasing professionally produced videos and want to do it yourself
  • You don’t have a lot of extra time to waste trying to think of videos on the fly and get something recorded and uploaded
  • You want to keep somewhat of a consistent brand message that isn’t possible with shooting random videos

I’m going to take you through a simple process on how you can focus in on a whole selection of topics, which will allow you to have a simple strategy for your video marketing, without spending a lot of time or money.

If those things interest you you are definitely in the right place!

3 by 3 Marketing Matrix: next-level marketing with this one-page marketing plan template


This course works for Beginner, Intermediate or Advanced marketing

Vicky Wu designed this 3 by 3 Marketing Matrix™ for her clients to easily establish a system of continual improvement in their marketing.

This matrix is designed to be a one-page marketing plan template that is used daily and changed often.  Vicky has developed this plan over 30 years of marketing for companies of all sizes and in all industries.

There is so much confusing information available today about what marketing you should be doing that it can be overwhelming.  This matrix is an easy way to quickly laser focus on new marketing tactics to use in your business, while keeping a tight grip on both budget and time.

In this class, you will learn:

  • Easy three-step process to streamline marketing activities – Learn how to focus on three areas that provide the biggest impact
  • Quickly maximize three major areas of your marketing matrix – Improve your communication, funnel and value
  • Do more with less – Less time, less money, but still bigger results
  • Focusing on current, new, and return-on-investment activities
  • Targeting communication, your sales/marketing funnel, and your value and differentiation
  • Best practices of how many new marketing tactics to add at once and how long to work on your new marketing tactics before adding more
  • Decision paralysis and decision fatigue and how to combat those issues

You will create:

  • Your marketing plan using your own copy of the 3 by 3 Marketing Matrix ™
  • This plan will quickly help you boost your marketing efforts without wasting time and money

This training is right for you if:

  • You don’t have a lot of extra money to throw at paying for a lot of new marketing methods
  • You can’t afford to hire someone full time to do all those things for you
  • You don’t know how to do some of the marketing things you think you want to do
  • You don’t have a lot of extra time to waste on trying new things you aren’t sure will work
  • Maybe you don’t even want to know how to do all of those marketing things that everybody talks about

I’m going to take you through a simple process on how you can focus in on those things that will work best for you and for your business without spending a lot of time or money.

If those things interest you you are definitely in the right place!


Want to learn more or join the discussion further?

Join our marketing group on Facebook or read marketing tips on our blog.


Project Description

Your project is to complete one initial draft of the 3 by 3 Marketing Matrix ™ for your business.

This is one planning document that I use with every client, and one of the quickest and easiest ways to help focus their marketing efforts to make sure they are not wasting resources.

This document will be your best friend as you move your marketing forward!


  1. Download and print the 3 by 3 Marketing Matrix ™ PDF document from here or attached.
  2. Follow along with the videos as I describe each section and provide examples of ideas for each box of the matrix.
  3. Upload your document to Google Drive or elsewhere, and post a link to your completed document in the class project area to share insights and results.
  4. Be sure to review documents posted by other students and comment to share ideas and insights.

Measuring Online Marketing: 7 Stats to Determine if You Spent Wisely (with examples)


If you are doing social media marketing or online marketing for any type of business at all, whether it’s a business that you do on the side because you enjoy and want to make a little extra money, you’re a full-time entrepreneur, or your job is doing marketing, being able to determine if the places where you have invested time or money is important.

If marketing isn’t resulting in paying clients, it’s could be a waste of time and money.  But understanding which things to track and measure, and whether those numbers are good, can be confusing.  Measuring online marketing can be as simple as a few steps that will give you a quick overview of the effectiveness of your marketing campaign.


In this class, you will learn:

  • What you should be measuring for your online marketing efforts, especially paid advertising (such as pay-per-click)
  • How to know if those numbers show that your strategy is working
  • Organic vs paid reach
  • Why impressions are important
  • Prospective clients (leads) and potential income potential
  • Look at specific examples of what I track using results for three of my clients
  • Calculating return on investment (ROI) and determine if yours is good

You will create:

  • A spreadsheet to help you track these numbers, view the history of the impact of your efforts, and calculate return on investment.

This training is right for you if:

  • You already do online marketing, especially for paid advertising
  • You want an easy way to understand if your efforts are resulting in sales

Want to learn more or join the discussion further?

Join my marketing group on Facebook or read tons of marketing tips on my blog.

Hashtag Marketing for Beginners: Easily Boost Your Online Presence


Become a Hashtag Marketing Guru (and get the certificate to prove it!)  Learn the strategies for using hashtags in your marketing using the same methods Vicky Wu has been using in the marketing of hundreds of businesses.  This course will walk you through the basics you need to understand to begin developing your hashtag strategy.

We all know hashtags, but did you know there is a distinct difference between how you use hashtags personally, and how you should be using them in your business marketing to be most effective? This is true whether you’re marketing a small business you run on the side, or a large corporation.

In this training, we will go over some of the reasons WHY you should be using hashtags for your marketing, and an overview of which platforms they can be used on.

Optimizing your hashtag use for your business can be very easy once you have a strategy in place, and can be done:

  • Without spending a lot of time
  • Without spending a lot of money
  • Without randomly adding hashtags to your post without a strategy

This training is right for you if:

  • You already use social media platforms
  • Either you’ve seen hashtags in use or even tried using them yourself
  • You want to begin to use hashtags efficiently and effectively to market yourself or your business

In this class, you will learn:

Lesson 1

  • Hashtag history
  • Why to use hashtags in your business social media marketing
  • #Avoiding #the #overuse #of #hashtags #which #can #be #annoying
  • The availability of resources for hashtag use

Lesson 2

  • Hashtag marketing categories
  • Brand hashtags
  • Campaign hashtags
  • Trending hashtags – finding and using

Lesson 3

  • Hashtag best practices
  • Platform-specific hashtag use
  • Using hashtag tools with walkthrough

Want to learn more or join the discussion further?

Join our marketing group on Facebook or read marketing tips on our blog.

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