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Home Archive by category "email"

Category: email

Electronic mail, most commonly called email or e-mail since around 1993,[2] is a method of exchanging digital messages from an author to one or more recipients. Email operates across the Internet or other computer networks .

Articles posted on this topic are often around testing messages, targeting, and preferences

60 Small Business Fixes From Two Dan Kennedy Books, Sorted by Pain

60 Ways to Help Small Businesses Grow (Ranked by How Much It Already Hurts)


I was chatting with a buddy who owns a small HVAC shop last week. He was telling me how he’d just spent $3,000 on a radio campaign and had no clue if a single call came from it.

Then he mentioned, almost as an afterthought, that his office manager had a stack of 40 unsigned estimates on her desk. Nobody had followed up on ANY of them.

Holy cow. The money he was chasing with radio ads was already sitting in a pile on a desk.

How about you? If you run a small business, which pile is sitting on YOUR desk?

I just finished working through two of Dan Kennedy’s books: No B.S. Grassroots Marketing and his Guide to Successful Marketing Automation. Between them there are well over 150 concrete things a local business could be doing. I boiled them down to 60 and did something Kennedy doesn’t do: I sorted them by how painfully aware the owner already is of the problem.

Why does that matter? Because it’s a LOT easier to help someone with a problem they’re already losing sleep over than to convince them they have a problem they’ve never noticed.

Now on with the show…

How to read this: Tier 1 is stuff owners complain about without being asked. Tier 2 is stuff they nod at when you name it. Tier 3 is stuff you have to show them in numbers before they believe it. Almost every item in Tiers 2 and 3 is just another trigger hanging off the same customer database (item 13), so once the foundation is in place the rest gets cheap.

Tier 1: They’ll bring it up before you do


These are the daily bleeders. If you fix even two of these, you’ve earned your keep.

#The pain they already feelWhat we can build or set up
1Missed and unanswered phone callsAI phone triage, after-hours answering, automatic text-back on every missed call, calls logged straight into the customer list.
2Leads go cold before anyone follows upInstant email + text + “call this person” task the moment a form or call comes in, then a 5 to 7 step new-lead sequence.
3Quotes and estimates that never closeAn “appointment, no sale” sequence running 6 to 12 months. Kennedy reports 15 to 30 percent of these people come back and buy.
4No-shows and cancellationsConfirmation sequence before, reschedule sequence after, self-service rebooking link, and a “keep every appointment” reward program.
5Not enough Google reviewsAutomatic review request after every job. Gmail customers get the Google link. Unhappy customers get routed to a phone call instead of a public post.
6Chasing invoicesStripe invoicing, quote to e-signature to invoice in one flow, automated payment reminders.
7Phone tag just to book a timeOnline self-booking on the website, in every email, in every text.
8“I don’t know which ads work”Unique phone number or promo code per ad source, and a daily scoreboard email showing leads by source.
9Ad costs rising, results fallingCut the media budget in half, move a slice into tracked grassroots tactics, and kill every dollar that can’t prove itself.
10Not showing up in local searchLocal SEO, a fully built-out Google Business Profile, consistent name/address/phone everywhere.
11Website captures nothingA “how to choose a…” guide as bait, chat widget, booking button, and a weekly automated test that the forms still actually work.
12Old lead list sitting idleThe nine-word email (“Are you still looking for X?”) to every dead lead. Replies become hot leads.
13No customer database at allBuild it from the point of sale, invoices, caller ID, fishbowl drawings, even checks. Everything else on this list depends on it.
14Referrals happen by accidentBuddy-pass cards handed out in the 2 to 4 week honeymoon window, a referral web form, a referral ask sent only to people who rated you 9 or 10, and an employee referral contest.
15Low average ticketScripted suggest-sell plus a staff contest, upsell stack at checkout, mystery shopper who hands over cash when the script is followed.
16Owner doing copy-paste marketing at nightAsk “what do you do by hand that works?” and automate exactly those tasks. Nothing fancier.
17Can’t produce content or a newsletterAI-drafted monthly newsletter, scheduled blog posts pushed to social automatically, a 52-week email nurture written once.
18Staff forget callbacksThe system nags until someone clicks “call made,” with on-screen scripts so every call sounds the same.
19Groupon-style deals lose moneyPrice the deal above the average ticket, cap the quantity, and attach a bounce-back offer so they come back a second time.
20New competitor moving inPre-emptive blow-out event, an alliance with nearby merchants who swap certificates, stronger offers aimed at the streets near the newcomer.
21Event and webinar no-showsRegistration with confirmation and reminder sequence, plus personal one-to-one reminders. Kennedy’s people saw attendance jump from 30 to 55 percent.
22Free publicity never happensA calendar of newsworthy moments, a local media contact list, templated press releases ready to go.

Tier 2: They nod when you name it


They know these are problems. They just haven’t done anything about them because there’s always a louder fire.

#The painWhat we can build or set up
23One-time buyers don’t come backWelcome sequence, thank-you note with a deadline-dated bounce-back, follow-ups that differ by what they bought, a simple web app for repeat orders.
24Customers only hear from you when you want moneyMonthly card, newsletter, or e-zine. Kennedy’s own plan hits 262 touches a year.
25Website visitors leave without buyingFacebook pixel and retargeting ads, plus a trigger that fires a call or text when a KNOWN contact hits the booking page and bails.
26Mass blasts get ignoredSegmented offers pulled from the data: veterans, VIPs, people who bought service A but not B.
27Sales calls start coldA short quiz or a choice of guides on the website that tags what they care about and routes the follow-up.
28Unhappy customers leave silentlyOne-question survey twice a year. A low score creates a task for someone to call and fix it.
29Info kits never get mailedA “shock and awe” package that ships itself from a print-on-demand service the moment a lead comes in.
30Newcomers pick the competitorNew-mover welcome mailing sequence and a monthly new-neighbor event.
31No partners sending businessCertificate swaps with nearby merchants, VIP cards in a big employer’s payroll envelopes, displays in each other’s lobbies, a bundle of partner offers used as a closing tool.
32Ads run when nobody’s buyingWeather, season, and event triggered ad scheduling. Only extend the shoulders of the busy season.
33Marketing pieces look amateur and take foreverTemplate library or online print portal with the offers prefilled.
34Directory listings are a money pitRationalize, track, and redirect the spend.
35Trucks and job sites are unused billboardsVehicle branding, and a yard-sign clause built right into the quote (“$200 off if the sign stays 30 days”).
36Sponsorships show no returnRequire decals and mentions, and go recover the vendor co-op money that’s sitting unused.
37Email open rates droppingSubject-line testing, engagement scoring, and a list-cleaning bot to protect deliverability.
38Prospects go darkA three-checkbox reply (“ready now / contact me on this date / not interested”) and follow-ups that mix phone, text, email, and postcards.
39Need higher-ticket salesIn-office mini-seminars, customer-hosted parties, appreciation events with contact capture at the door.
40Staff won’t record dataA dead-simple tally sheet enforced by a mystery shopper who either hands over $50 or a “you just lost $50” memo.
41Support requests fall through the cracksService inbox with auto-acknowledge and escalation when nobody answers.
42Weak offers, constant discountingOffer engineering with AI against the competitors’ offers, and short 25-day launch sprints with a real deadline.

Tier 3: You have to show them the numbers


Don’t get me wrong, some of the BIGGEST wins live down here. But the owner doesn’t feel these yet, so lead with something from Tier 1 and bring these along once the data exists.

#The hidden painWhat we can build or set up
43Silent attrition of the best customersScore every customer on recency, frequency, and spend. Auto-fire a win-back at 12 months quiet. Send real gifts to the top 20 percent (the whales).
44Don’t know what a customer is worthLifetime value calculator, and a worksheet that turns “I want 20 percent more sales” into “you need N first-timers a month.”
45The best-looking lead source isn’t the bestTrack each source all the way through to the sale AND whether they stuck around. Same for each salesperson.
46Cross-sell revenue never mined“Bought A, never bought B” queries that feed automated offers.
47No path to bigger purchasesA ladder (free, entry, premium, VIP) with timed nudges, ideally while the first job is still being done.
48Discounting regulars who’d pay full priceAsk “first time here?” at the counter and aim promos 3 to 4 miles out, not at the loyal folks two blocks away.
49Don’t know where customers come fromPlot customer addresses on a map, build the ideal-customer profile from real records, then hand that whale list to Facebook for look-alike audiences.
50No referral engine after a jobA three-letter sequence to the five houses around every job, and endorsed letters written FOR a happy client to send to their circle.
51Nothing timed to when people actually need youBirthday-month mailings, public-record triggers (births, anniversaries, new permits).
52The waiting room doesn’t sellTestimonial binder, success wall, bag stuffers, and a fresh-eyes walkthrough of the whole customer experience.
53Broken forms, dead links, busted checkoutA daily robot that mystery-shops every form, link, and phone line and yells when something breaks.
54Copy lists features, not outcomesAI-built customer avatars, a feature-to-benefit generator, quick video sales letters, and one transcript turned into a month of emails and posts.
55A competitor just closedGrab their phone number, their list, their old ad slots, and publicly honor their warranties.
56The program dies after six monthsWeekly coaching call with an auto-generated summary memo, a maintenance cadence, and canned “what if” playbooks (road construction, manager quits, grand opening).
57Overpaying for mediaCost-per-thousand due diligence, remnant and bonus spot negotiation, pooling money with non-competing businesses.
58Deals die on the vinePipeline stages that each fire their own tasks, plus a monthly “losing interest” report for the owner.
59Legal exposureProper opt-out handling and a human checkpoint on anything that auto-replies or auto-prices.
60A PR blow-upA four-line phone script and updated voicemail sitting in a drawer BEFORE it’s needed.

Where to start


One thing I’ve learned: almost none of this is hard technically. The hard part is that nobody in the business has TIME to set it up, and the owner is too close to it to see the pile on the desk.

If I had to pick two, I’d start with #13 (build the database) and #2 (respond instantly to every lead). Every other item is really just another trigger hanging off that same list of people. Get those two right and the rest gets cheap.

Try this today: Go find your own “pile on the desk.” Count the quotes from the last 90 days that nobody followed up on. Multiply by your average ticket. That number is usually all the motivation you need. ⚡

How about you? Which of these 60 made you wince a little? I’d love to hear which one you tackle first. 😊

P.S. Both books are worth the read. Grassroots Marketing is the “what to do in the neighborhood” book. The Automation guide is the “how to make it run without you” book. Read them in that order.

September 16, 2026 October 8, 2026AutoHotKey, Direct Marketing, email, Marketing abandoned quote follow-up, AI phone answering, customer database building, customer lifetime value, Dan Kennedy grassroots marketing, direct mail follow-up, Facebook pixel retargeting, Google review generation, lead follow-up sequences, local SEO for small business, lost customer reactivation, marketing ROI tracking, missed call text back, no-show reduction, ranked by owner pain, referral system for local business, small business marketing automation, Stripe invoicing automation

Intro to Marketing and Advertising for Small Businesses

Intro to Marketing and Advertising for Small Businesses I’ve been coaching businesses on best-practices for a couple of years now.  I thought it would be great to get many of my ideas out in videos…

Continue reading

March 7, 2020 August 4, 2026Direct Marketing, email, Marketing

Insert hyperlinks in Excel using Offset in Excel with AHK

Offset in ExcelOften I have client data in a spreadsheet and I need to reach out to various clients about the projects I’m working on.   In this example I demonstrate how to use Offset in Excel with AHK.

In the video I mention how I also use Offset in Excel in conjunction with a Outlook to write “pretty” HTML emails.  Here’s the link to a good demonstration of it.

Below is the code I demonstrate creating the mail merge with Offset in Excel


Video demonstrating Offset in Excel

July 26, 2017 August 4, 2026AutoHotKey, COM, email, Excel, MS Office, Office Automation COM object, email in Excel, Excel, Excel email merge, MS Office, offset, offset in excel
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