This B2B SaaS Marketing Strategy Got My Startup $155k in 90 Days!

Summary

In this valuable YouTube training video, Patrick Spielman shares three B2B SaaS marketing strategies that transformed his startup's sales from a $20,000 loss to $155,000 in revenue within 90 days. He covers creating effective marketing funnels, leveraging YouTube for consistent content, and mastering cold email techniques for B2B success.

Takeaways

• 📈 The video emphasizes the importance of B2B SaaS marketing strategies for growth, particularly for early-stage or growing SaaS businesses.
• 💼 Patrick Spielman, the founder of Upticks, shares his personal experience and strategies that helped him turn a loss into significant sales and profits within 90 days.
• 🚀 The video provides three key B2B SaaS strategies: funnels, YouTube, and cold email, starting with the hardest and working down to the easiest.
• 📊 Patrick discusses the concept of 'funnels' in marketing, explaining how they add value to prospects and guide them through a defined process with a call to action.
• 📚 He shares resources like workbooks, videos, slide decks, and Google Sheets to help viewers implement these strategies.
• 🎥 The video highlights the use of YouTube as a powerful platform for reaching audiences, emphasizing the need for consistent posting and strategic keyword research.
• 📝 Patrick stresses the importance of cold email in B2B marketing, focusing on deliverability, software choice, copywriting, and lead list building.
• 💡 He shares a 'cold to gold email challenge' and other resources to help viewers master cold emailing and improve their sales outreach.
• 📈 The video includes practical examples of ad copy, creative content, and landing pages to drive traffic and convert leads.
• 🔍 Patrick recommends using tools like vidIQ for keyword planning and analysis, demonstrating how to prioritize keywords based on search volume and competition.
• 🌐 He encourages viewers to use the provided resources, such as the keyword analysis tool and video planning documents, to replicate his success in their own businesses.

Q & A

What is the main focus of Patrick Spielman's YouTube training video?

The main focus of Patrick Spielman's YouTube training video is to share B2B SaaS marketing strategies that helped his company grow from losing $20,000 a month to achieving over $155,000 in sales and $60,000 in profits within 90 days.

What is the name of Patrick Spielman's company and what does it specialize in?

Patrick Spielman's company is called Upticks, which specializes in sales automation and enablement software designed to dominate the sales process.

What are the three B2B SaaS strategies Patrick Spielman discusses in the video?

Patrick Spielman discusses three B2B SaaS strategies: 1) Using funnels and cold emails, 2) Utilizing YouTube for marketing, and 3) Implementing effective cold email practices.

What is the significance of using a funnel in marketing according to the video?

A funnel is a linear marketing process that adds value to prospects by teaching them about the company's focus area and ends with a call to action. It's significant because it helps guide potential customers through a defined process, which can lead to conversions.

How does Patrick Spielman suggest using Facebook ads for B2B SaaS marketing?

Patrick Spielman suggests using Facebook ads to drive traffic to the content and landing pages. He mentions the importance of targeting and using growth hacks like launching a video ad to train Facebook's AI for better lead costs.

What is the importance of keyword research in creating YouTube content for B2B SaaS marketing?

Keyword research is crucial for creating YouTube content because it helps identify low competition keywords that, despite having lower search volumes in B2B, can lead to ranking on YouTube faster and driving traffic that converts into sales.

What tool does Patrick Spielman recommend for keyword planning on YouTube?

Patrick Spielman recommends using vidIQ, a tool that helps with keyword planning by showing search volume and competition, which can be used to prioritize keywords for YouTube content.

How does Patrick Spielman define the 80/20 rule in the context of creating content for YouTube?

In the context of creating content for YouTube, Patrick Spielman's 80/20 rule means providing 80% value and selling 20%. The focus should be on delivering valuable content to the audience with a smaller emphasis on selling.

What is the role of deliverability in successful cold email campaigns as discussed in the video?

Deliverability is crucial in cold email campaigns because without it, emails may end up in spam or fail to reach the inbox. Patrick Spielman emphasizes that focusing on deliverability is key to getting results with cold email.

What are the key components of a successful cold email according to Patrick Spielman?

The key components of a successful cold email, as discussed by Patrick Spielman, include having good deliverability, using the right software designed for cold emails, crafting effective copywriting, and building a high-quality lead list.

Outlines

00:00

🚀 B2B SaaS Marketing Strategies for Growth

Patrick Spielman, founder of Upticks, introduces his B2B SaaS marketing strategies that transformed his company from a significant monthly loss to substantial sales and profit within 90 days. He emphasizes the importance of these strategies for SaaS founders, sales reps, marketers, and those considering starting a B2B SaaS business. Patrick offers a range of resources, including workbooks, videos, slide decks, and Google Sheets, to support the strategies discussed. He provides proof of his company's growth and assures viewers that the information is valuable, having never been shared publicly before.

05:01

🎯 Leveraging Funnels and Facebook Ads for B2B SaaS

The video script delves into the specifics of using marketing funnels and Facebook ads to drive traffic and generate leads. Patrick explains the concept of a marketing funnel and its importance in adding value to prospects and guiding them towards a call to action. He shares examples of his own funnels, including a cold-to-gold email challenge and a YouTube video. Patrick also discusses the use of Facebook ads for traffic, warning of the risks involved and the need for a budget. He offers growth hacking tips, such as using video ads to train Facebook's AI for better targeting and lower ad costs, and provides examples of ad copy and creative strategies.

10:02

📈 YouTube as a B2B SaaS Marketing Tool

Patrick discusses the role of YouTube in B2B SaaS marketing, sharing his experience with inconsistent posting and its impact on viewership and subscriber growth. He advocates for defining a niche and setting clear goals for a YouTube channel, emphasizing the importance of understanding the audience's needs for quick sales with minimal friction. Patrick also talks about using tools like vidIQ for keyword research to identify low-competition keywords that can help rank videos on YouTube, even in the B2B space with lower search volumes. He provides a detailed walkthrough of how to analyze and prioritize keywords for YouTube optimization.

15:03

📝 The Art of Crafting Video Headlines and Content Planning

This section of the script focuses on the strategy behind crafting video headlines and planning content for maximum impact. Patrick outlines his process for selecting keywords, creating attention-grabbing headlines, and mapping out video content, including intros and call-to-actions. He provides a template for planning video content and discusses the importance of the 80/20 rule, where 80% of the content provides value and 20% is dedicated to selling. Patrick also shares his approach to creating thumbnails and writing descriptions that include targeted keywords to improve searchability and viewership.

20:03

💌 The Power of Cold Email in SaaS Marketing

Patrick concludes the video script by highlighting the importance of cold email in SaaS marketing. He discusses the critical aspects of cold email, including deliverability, copywriting, and lead list building. Patrick emphasizes that without a focus on deliverability, emails may end up in spam, and provides resources to learn more about it. He also stresses the importance of using software specifically designed for cold email and shares his insights on copywriting to ensure emails elicit a response. Lastly, he touches on the significance of building a high-quality lead list to avoid failure in cold email campaigns.

Keywords

💡B2B SaaS

B2B SaaS stands for 'Business-to-Business Software as a Service.' It refers to a business model where a company provides services to other businesses through the internet, typically on a subscription basis. In the video, Patrick Spielman discusses marketing strategies specifically tailored for B2B SaaS companies, emphasizing the importance of these strategies in growing such businesses.

💡Sales Automation

Sales Automation is the use of technology to automate repetitive sales tasks. In the context of the video, Patrick Spielman mentions his company, Upticks, which specializes in sales automation and enablement software. This technology helps streamline the sales process, making it more efficient and effective.

💡Funnels

In marketing, a funnel refers to a series of steps designed to guide potential customers through the sales process. Patrick describes funnels as a linear marketing process that adds value to prospects and educates them about a product or service, ultimately leading to a call to action. This concept is central to his discussion of effective B2B SaaS marketing strategies.

💡Cold Email

Cold Email is a marketing technique where unsolicited emails are sent to potential customers who have not previously agreed to receive communications. Patrick emphasizes the importance of cold email in B2B SaaS marketing, discussing strategies for effective cold emailing and the role of deliverability in ensuring emails reach the intended recipients.

💡YouTube

YouTube is a video-sharing platform that can be used for marketing purposes. Patrick mentions the strategic use of YouTube for B2B SaaS marketing, highlighting the importance of consistent posting and the potential for reaching a wide audience through video content. He also discusses the use of YouTube videos in training and education.

💡Deliverability

Deliverability in the context of email marketing refers to the ability of an email to reach the recipient's inbox rather than being marked as spam. Patrick stresses the critical role of deliverability in the success of cold email campaigns, noting that without it, even the best-crafted emails will fail to engage the intended audience.

💡Lead Generation

Lead Generation is the process of identifying and cultivating potential customers for a product or service. Patrick discusses the importance of building a high-quality lead list in the success of B2B SaaS marketing, emphasizing that the quality of leads can significantly impact the effectiveness of marketing efforts.

💡Content Marketing

Content Marketing involves creating and distributing valuable, relevant, and consistent content to attract and engage a clearly defined audience. Patrick mentions content marketing in the context of YouTube, discussing the importance of creating engaging and informative content that adds value to the audience and helps establish the brand's authority.

💡Keyword Research

Keyword Research is the process of identifying the terms that people enter into search engines when looking for information related to a product or service. Patrick discusses the importance of keyword research in optimizing YouTube videos for search, noting that targeting low competition keywords can help videos rank higher and attract more viewers.

💡Sales Enablement

Sales Enablement refers to the strategies and tools that help sales teams sell more effectively and efficiently. Patrick mentions his company, Upticks, as a sales enablement software that helps manage all aspects of sales and outreach, from nurturing customers to managing the sales pipeline.

Highlights

This video offers valuable B2B SaaS marketing strategies that transformed the founder's business from losing $20,000 a month to achieving over $155,000 in sales and $60,000 in profits within 90 days.

Patrick Spielman, founder of Upticks, shares his strategies for SaaS founders, sales reps, marketers, and those considering starting a B2B SaaS.

The video provides three B2B SaaS strategies that have worked for Spielman, starting with the most challenging and ending with the easiest.

Spielman emphasizes the importance of documenting and cloning successful strategies, offering workbooks, videos, slide decks, Google Sheets, and documents to aid viewers.

The video includes a candid discussion of the company's growth, with a focus on transparency and honesty about the journey and results.

Funnels, YouTube, and cold email are identified as key components of the marketing strategy that drove significant growth.

A detailed explanation of what a funnel is and how it adds value to prospects by teaching them about the company's focus area is provided.

Examples of successful funnels, including a cold-to-gold email challenge and a 'how to cold email like a pro' webinar, are shared with viewers.

Spielman discusses the importance of having a landing page to drive traffic and provides an example of his own landing page.

Traffic generation through Facebook ads is highlighted, with a warning about the risks for those inexperienced with ads.

A growth hack for targeting in Facebook ads is shared, involving launching a video ad to train the Facebook AI for better lead costs.

The significance of ad copy in funnels is discussed, with examples of long-form and short-form copy provided.

Creative strategies for ads, including selfie videos and image ads, are explored, emphasizing the importance of testing different creatives.

YouTube is emphasized as a powerful tool for B2B SaaS marketing, with a focus on consistent posting and understanding the niche.

A detailed process for planning YouTube content, including keyword research and analytics, is outlined using tools like vidIQ.

The importance of defining clear goals and objectives for a YouTube channel, and using data to measure and optimize results, is discussed.

Cold email is presented as a crucial strategy, with a focus on deliverability, software, copywriting, and lead list building.

Upticks is introduced as a sales enablement CRM and cold Outreach tool that aids in managing sales and Outreach effectively.

Spielman offers a trial of Upticks and a call to action for booking a call to implement the discussed strategies.

Transcripts

this might be the most valuable YouTube

training video that I've done if you're

in SAS an early stage SAS or even a

growing SAS and you're not focusing on

these simple but underrated B2B SAS

marketing strategies that took me from

losing twenty thousand dollars a month

to over 155 000 in sales and sixty

thousand in profits under 90 days then

you're losing out on growth whether

you're B2B SAS founder sales rep or a

marketer or if you're thinking to start

a B2B SAS then pay attention to this

video and if you don't know me yet my

name is Patrick Spielman I'm the founder

at upticks which is the best sales

Automation and enablement software to

dominate your sales process now let's

dive in and explore how to get real

results with these strategies I'm gonna

give you three B2B SAS strategies that

have worked for me in my SAS company and

I'm going to start with the hardest one

and I'm going to work all the way down

to the easiest one so make sure you stay

until the end so that you get all the

easiest strategies as we go along now

maybe you think that I'm overselling the

value of this training and I can assure

you that that I'm not I honestly just

have a soft spot in my heart for SAS

Founders because I know how hard it is

it's taken me a long time to get up to

this point but we're really really

starting to see growth and accelerate it

pretty fast and I want to put a video

out to help all of you people and SAS to

help you any sort of way that I possibly

can all right now that I'm all strapped

into the cockpit here I'm gonna go

through this video of course which is

all about B2B SAS marketing strategy

which brought me 155 K in 90 days for my

startup and I say it's way too easy this

does take work of course but the really

the steps are pretty easy and just so

you know this notion document it you can

make a copy of it all right there I have

a ton of assets a ton of materials a ton

of things that you can clone and copy to

help you with these strategies workbooks

videos slide decks Google Sheets

documents the whole nine I've got a lot

of Assets in here so when I say that

this might be the most valuable video

I've ever done I actually think it is

it's a ton of value now before we get

started I want you to know I've never

revealed this kind of information in

public I I actually don't think it's

that impressive I think it's just

impressive enough because we're getting

going I I don't think the results are

that impressive but that being said

we've accomplished a few things up to

this point we have a long ways to go but

I think depending on what stage you're

at in the business I think a lot of the

things that we've built I can add a lot

of value by teaching you what we did so

that it might make your life a little

bit easier okay so before we get started

here let me just show you some quick

proof all right I don't have my stripe

open or whatever I'm not some scam

artist where you know I go and edit

numbers or doctor them or whatever we

did 156 000 actually over the last three

months and before that we did you know

61 and a half thousand or something the

the three months leading up to it so

we're accelerating our growth still a

long ways to go this isn't all that

impressive as I said

um in December I just finalized my books

for tax purposes we did 85 000 in sales

and about sixty thousand dollars in

profit now some caveats to that because

I try to be honest as much possible we

had some pretty big annual subscriptions

that we signed and we did about twenty

thousand dollars in software sale um

sorry in Services okay so it wasn't all

just MRI all right we're selling some

bigger deals now with that being said

let's get into the actual content itself

so the first thing that we did

um you know first of all is funnels

YouTube and cold email that's the big

reveal the first thing and this is

probably the hardest but they can really

bring you really really good results and

you can scale it pretty fast but you got

to have a budget so let me tell you

first what a funnel is if you're not

sure of what it is it's a linear

marketing process where you push traffic

through a defined process all right the

funnel adds value to your prospects and

it teaches them something all right and

it's obviously around your area of focus

and then of course you have your call to

action I'm going to walk you through and

show you examples of what I've actually

done with this when I said there's

workbooks and slide decks all that kind

of stuff I'm going to show you

everything all right so here's a couple

of the funnels that I did first starting

with the content right this is a cold to

Gold email challenge that

um I this my most recent one that I've

done this is a YouTube video Feel free

to watch this okay and then this is a

slide deck right so you can just click

on this it's a slide deck in Google and

you can take this make a copy of it do

whatever you want plagiarize it I really

don't care honestly the biggest thing

with these webinars that I do is you

want to start out with you know a big

headline

um you know big promise you know an

attention grab a few attention grabbing

slides proof case studies you know that

kind of stuff introduction and then

start teaching people things right and

then you start to get to your your call

to action and your cell okay so I have

two examples in here of those there's

one and then here's one called how to

cold email like a pro it's similar

content but feel free to watch the video

here and then again there's the slide

deck all right so once you have the

content in there you got to have a

landing page to drive traffic to it okay

now I've I've embedded uh the current

landing page that I'm using

um it looks kind of weird because it you

know in the notion dock it it collapsed

it together but feel free to check over

you know my landing page use it as an

example uh framework you know uh you

know whatever you want to do feel free

to use it feel free to check it out look

at everything that I'm doing I hope it

helps all right so once you have the

content and once you have the landing

page built you got to have traffic now

what I did is I used Facebook ad traffic

now there's a big warning with this

um if you're not experienced with ads

you got to be very cautious so I'm not

necessarily if like you're low on money

or whatever like running ads is probably

not the best way to do it you could run

traffic different ways I use Facebook

ads because I'm fairly experienced with

them right I run a little bit of Google

ads but I'm not as familiar with Google

um and I don't love it as much I I've

just figured out Facebook right but this

can be risky all right but here's what

inside my my Facebook ads account any of

my cold email

campaigns here you can see you know 30

leads 300 200 300 500 2200 you know 300

getting anywhere from you know four to

eight dollar leads but it's not that

easy to get these kinds of lead costs in

B2B so let me teach you a couple things

within your traffic strategy that you

want to be cognizant of okay so the

first thing there's is uh you're

targeting now a little growth hack that

you can use with your targeting for

Facebook at least is launch a video uh

in your Facebook ads and I'm not going

to teach you how to do all of this stuff

exactly of course but in order to train

the Facebook AI machine learning pixels

and all that kind of stuff you would

initially get really bad lead costs on

on Facebook until it's sort of trained

so one of the ways you can train a

little bit faster is launch a video an

ad now you maybe you could even use one

of your YouTube videos which I'll talk

about in a little bit and let let the ad

run and collect data and so what I did

is I took one of my YouTube videos I cut

it down to like a you know a big opener

you know with a big promise and all kind

of stuff and it got attention I cut it

down to like a minute and then and then

I cut it off and then you know it was

the the call to action was to you know

to watch the rest of the video you know

opt into the sleep what I did is I just

collected data collected data collected

data and Facebook collects data and then

you can build look-alike audiences based

on how like what percentage of people

like how long they're watching the video

and all this kind of stuff they're

called through plays on Facebook so once

I launched campaigns once I've collected

the data my ad costs dropped in like

half or maybe even like down to a third

of what it was previously okay

um and you don't need to start out doing

like tons of tons of money um on ads or

anything like that you need to start out

with some you know interest-based

targeting and whatnot but once once

you've done this and you've trained it

on like who you know engages with your

ads and who's good prospects it works

really really well so isn't Facebook ad

training so I won't go into it too much

the next thing with in your funnels of

course you got to have ad copy I've put

in a couple of examples of long form

copy you can read through this I'm not

going to read through the whole thing

you can see kind of what we do we do big

bold you know headlines longer form

content you know within of course with a

call to action same thing in the long

form two it's just a slightly different

angle we use different you know opener

here so on and so forth called action

you know to opt into you know the

training and then we always do a short

form so you know Facebook and these ad

platforms they want you to move on to

the next ad so that they can make more

money we always do a short form to it

and oftentimes like these perform you

know even better than than long form the

thing I like about long form is it helps

like indoctrinate people and stuff as

well all right so that's our ad copy

feel free to take that and learn a few

things from it and the thing with these

long forms like you can use them for

email copy you can use them for social

media posts and you can repurpose them

so uh it's super helpful all right the

next thing is creative so um I created

one one creative that I did was a short

form selfie video I've got I put this

over on YouTube feel free to click this

watch the video basically I was out on a

walk one day and I had an idea for a

campaign

um and an ad angle so I recorded it took

me you know a number of times to

re-record it and then I cut it up it's

like a 40-something second video this

one's working pretty well it's just a

selfie Style video literally with my

phone you can even hear the wind in the

in the video all right

um and then I always do images so with

any of these ad platforms um their AI

algorithms learn things so you can you

can launch different images and then

just just know that like you never know

what image is going to work

um but you know I try to make you know

kind of you know bright colors and and

stuff like that and have things stand

out and of course having your the ad you

know platform trained on on your

audiences and stuff like that so I like

to do you know big bold headlines and I

like to have like a problem angle as

well and then of course what I'm

actually selling all right so that's the

first thing that we did um this I think

I goofed up I can pretty much just

delete it all right we'll take that out

so that's funnels so the big thing there

of course is your content your landing

pages your traffic take any of that

content and feel free to use it to your

advantage hey if you're loving the

content and getting value I'd love if

you would like this video and comment

below with any questions and if you're

new to the Channel smash that subscribe

button to get the best sales content on

the internet now back to the video the

next thing is YouTube and I will say

like we're just scratching the surface

at the time of this video and just know

like I I've done like really

inconsistent posting

um but my biggest regret is not doing it

sooner and not doing it more consistent

so uh you know I just got super busy

with you know being a founder and all

that kind of stuff and we've been you

know growing and I've just been super

inconsistent I'll show you some of the

numbers you can see where I was

inconsistent but so far we've reached

like 5 000 hours of watch time uh as of

today we're at like 1574 subscribers

which again barely scratching the

surface but we've gotten somewhere right

you know if you're at zero we've got

1500 more and you can probably learn a

few things right it's a lot harder to

learn from somebody with a million

subscribers because they're just in a

totally different world right

um than where you're at and it almost

seems unachievable so I hope this stuff

helps

here's a little view of uh our I guess

just our our views

um on YouTube over time I took out any

YouTube ad traffic that we're running

with this filter and you can see we've

got you know just under 58 000 views

lifetimes so you can see it's trending

up and I talked about I got busy being a

Founder you can see this little dip here

I basically stopped doing videos all

right so once you do videos on YouTube

you know they like you doing more videos

and so as you're doing more videos

they'll give you more and more more

views and push your content out

essentially so I've got a goal this year

doing 100 videos we'll see if I

accomplish it or not but yeah you can

see I got busy and this is actually

coincided with our increase in sales I

just got super busy with you know

servicing customers and helping people

and you know executing on services and

all that kind of stuff this is a similar

view it's our subscribers so you can see

our subscriber growth it's pretty

similar to our viewer growth so you can

see you know this data is as well so

there's some analytics inside of uh

inside of YouTube but let's get into

some like actionable type stuff so the

biggest thing you want to show choose is

your Niche and in doing that just you

want to Define clear goals and

objectives with your channel I know this

sounds kind of kind of boring but if you

don't do this like you're You're Gonna

Fly all over the place and you're going

to be talking about a million different

things so we basically focus on like

Outreach and sales of course right

there's many different facets to it but

um the biggest thing we did was we

wanted to try to understand our audience

and our audience they wanted quick sales

and as fast as humanly possible with the

least amount of friction so we

ultimately decided to focus on cold

email and cold Outreach that kind of

stuff because that's what can give

people wins the fastest all right but

ultimately you want to use data and

analytics and I'm going to give you a

tool here in just a second to help you

with this and with that data and

analytics you just want to constantly

measure and optimize your results all

right once you've defined that Niche you

always want to do keyword research you

don't want to fly blind I did that in

the beginning and I was just posting

videos I did a little bit of keyword

research but I didn't really understand

it but what you want to do is you want

to go after low competition keywords but

if you're in the B2B space specifically

understand that the these keywords have

lower search volume but that's fine

you're in B2B you can rank on YouTube

likely much faster than just doing a

blog like typed blog content and you got

a 24 7 sales person out there they get

to know you and your brand and all that

kind of stuff

um ultimately like you're not trying to

go viral you're not going to go viral

really in B2B okay so get that concept

out of your head in terms of like going

viral with millions and millions of

views if you figure it out let me know

I'd love to learn from you tool I use is

called vid IQ vid IQ helps with keyword

planning so for instance it's a little

Chrome extension and they got a web app

too that you can do keyword research see

the search volume see the competition

and you can download these as csvs and

I'll show you what I do with that data

after I do the keyword research but

you'll see like in B2B some of these

search volumes are super low right not

that high but we can rank for them and

we can get attention we can get traffic

and this traffic leads into sales all

right so vid IQ check it out I'm not an

affiliate or anything like that but

here's a link you can click it'll open

up event IQ and you know if you want to

sign up efforts like 50 bucks a month or

something like that what I do once I

download that I take the keywords I

clean them up a little bit I remove the

ones I don't want and then I found this

duplicate Word Finder tool online where

I just put it in and then I look at what

are like kind of the most common words

being used within those keywords this is

going to help us with keyword planning

which we created a spreadsheet for I

just called it a keyword analysis tool

that you can take this and make it your

own so open up this document you can

click file as my screen's loading here

give me one second all right click file

make a copy just like the

um the Google slide stack so take that

vid IQ uh document

um that you export with the keyword

research of course clean it up paste it

here and you know that the data is going

to come in this is a calculation that I

made in the spreadsheet so you probably

don't want to override it what it is

simply is it's the estimated monthly

search divided by the competition so my

theory is that the more searches and the

least amount of competition you want to

basically prioritize those those

keywords so what I do is I I filter for

like largest the smallest year but you

got to be careful with some of the data

like the fit IQ Data comes back with

this like Nan

um so I don't know if it's like just

values aren't there or if there's no

competition for it at all I I'm not 100

positive I might want to reach out to

their customer support okay but um we

developed this little tab here then

where you can take some of those popular

keywords you can type them in here so

you can enter here keywords that you're

thinking about wanting to rank for and

what it's going to do it's going to

count how many keywords are in that list

it's going to sum up the volume and then

it's going to sum up the that search

divided by competition and then I just

divide it I divide this by the total

count

this this is a work in progress but feel

free to take it make it your own

basically what this helps us sort of

determine is like what kind of keywords

that we want to use in our headlines and

of course send those keywords from our

headlines and any other Keys we want to

try to rank for also go in our

descriptions as well to help us rank all

right so that's the keyword analysis

planning tool feel free to take it make

it your own now to get into con into the

content all right I like to follow the

80 20 Rule and I get a lot of

compliments on our content and as you

can see here the content's not highly

produced right I'm just doing talking

head type stuff right I edit the videos

myself at this point all right but I try

to add 80 value and I sell 20 I don't

even sell 20 to be honest it's just

called the 80 20 rule so let's go with

it okay just starting out don't

overthink it all right check out my

videos as an example I'm not the king of

this stuff but I've gotten to this point

so far and so if you're out of his you

know no subscribers on YouTube then you

know I'm a little bit ahead of you but

it's nothing to really write home about

but you can learn a few things right

again you know I don't do a ton of

editing now I want to give you another

resource that helps you with the

planning so uh and then after that I'm

going to show you some examples of some

of my videos and how I do the headlines

and the keyword research and all that

kind of stuff so if you click here this

is how I planned for this video

um so I create this you know these docs

in notion I always put the title I link

to this document that we were just on

previously I put in the keyword analysis

we've got our check boxes I put kind of

the bigger keywords here I do a

screenshot of that duplicate Word Finder

we identify a main keyword we want to

try to rank for we identify supporting

keywords from some of this and then you

know my spreadsheet that I created right

and then we write multiple variations of

headlines and pick which one we think is

going to work the best we map out what

we kind of want to do for thumbnail copy

I haven't built the thumbnail yet so I

don't know if we're going to do this and

then uh we write the descriptions and

with the descriptions you want to put in

those keywords that you're also trying

to rank for you can only choose so many

keywords in the headline of course right

and I'll show you how we write headlines

and then I literally map out like what

I'm going to do for intros

and then I map out call to actions right

to you know subscribe to the channel and

then my call to action at the end

um but outside of this I pretty much ad

hoc you know a lot of my content I put

it in like a notion dock or I do like a

whiteboard and I have it sort of chicken

scratched out but like I don't have the

whole thing scripted out but you can

literally see like I scripted about what

I wanted to say in the in the beginning

of the video you want like a big

attention grabbing you know big bold

promise or something that's going to

grab attention and get people to kind of

wake up because a lot of people are just

mindlessly scrolling checking out videos

and if it's just like this boring like

and you sound like monotone all this

kind of stuff you know you're it's going

to be harder to get people to continue

watching your videos but I script out

the the early beginning of the video all

right so feel free again to take this

and make it your own

I'm going to go back to the other

document here move this back over and

we'll get into how we do some of the the

thumbnails and headlines so headlines we

always do our primary keyword we try to

have some sort of attention grabber and

then we put we try to put in like a

couple small supporting keywords like

support strategy or whatever it might be

thumbnails

um we still do our own like we could

definitely do better we get decent

click-through rates for them but the big

things I've learned are these big words

attention Grabbers and even head

scratchers get people to kind of be

curiosity Peak curiosity make life

easier you know again big bold words so

let me go through some examples so my

most successful video to date is one

that's called cold email replies how to

get 40 response rates guaranteed

step-by-step guide so this is the main

keyword I wanted to rank for how to get

40 response rates this is the intention

Grabber and this is a supporting keyword

I've got a italicized there guaranteed

is like an attention grabber and you

know step-by-step guide was also a

supporting keyword I believe

here's how we rank so vid IQ when you go

into your video inside of YouTube and

these are called Tags they actually show

where you're ranking um for the tags

that you've added so as I said cold

email replies are what I wanted to rank

for I'm number one number one here

number one twelve one seventy five one

one one now again not all of these are

real high volume search key terms right

but this starts to add up okay so

there's one example the next example is

another video called the last cold email

marketing strategy you'll ever need full

training and tutorials so this was the

the term we wanted to rank for and then

this I think these were supporting words

in there so to give you an example and

again

um these videos are embedded so and

we're going to get to cold email in just

a second so these are videos that you

can you can watch and learn and and help

you grow your SAS okay

um last cold email marketing strategy

again video here but just take a look at

the rankings so this is the keyword I

want to rank for it's number one again

not high volume keyword but we're

ranking right

um 1 10 11 6 1 2 1 1 2 2 83 you know one

five six one like that's pretty good

we're ranking for a lot of the keywords

that we're and we're that we wanted to

and we're probably ranking for more that

we're not even aware of that there's a

limit in how many characters you can

have in tags inside of YouTube ads all

right

the next um one last one I'll show you

is one I did about cold Outreach list

how to build a cold email and

prospecting list that converts so cold

Outreach list is what I wanted to rank

for number one

okay nine four twenty one one eight two

so I'm not ranking for you know a lot of

them this is actually one of my older

videos that um I was just starting to

learn

um some of this stuff with uh keyword

research and all that kind of stuff and

not every video you know performs the

best but by the time you add up like a

video that might be getting might get

100 or 200 views a month like after a

year it you know it adds up to thousands

of thousands of views and while you're

doing it like people are getting to know

you they're um getting to know your

brand right it's like like a 24 7 sales

person right and as I mentioned before

like my biggest regret here

um within the the YouTube section if I

can find the damn thing is that I didn't

start sooner and I wasn't consistent

with it I just got busy being a Founder

right but had I carved out the time even

if you did like one video a week like

super low budget of course like it's

gonna add up and so I really regret it

and that's why

um I've got a goal of doing 100 this

year the third one is cold email and as

I mentioned these get easier and easier

cold email is way easier to launch and

of course you know upticks helps with

cold email or more than just a cold

email platform or sales enablement CRM

so you can manage all of your sales and

your Outreach from from upticks nurture

your customers you know deal pipeline

the whole nine this isn't necessarily

meant to be about upticks the biggest

thing I want you to understand with cold

email is deliverability and uptech

superpower is deliverability so what do

you need to know about deliverability

first of all I have a bunch of videos

you can go watch so I'm not going to go

through all of it but if you're not

focused on deliverability then you're

going to fail with email you're probably

going to end up in spam you're going to

burn your domain out all right and so if

you focus on anything before you even

launch cold email and you can get a lot

of really fantastic results to cold

email this is one of them that has

helped us grow to the point to where

we're at so far

you got to understand deliverability so

watch this video and check it out and

you can learn everything about it then

you've got your software all right your

software is key to getting results with

cold email and not every software is

treated the same you don't want to be

using marketing software or traditional

CRM software you need a tool that is

meant for cold email and one of our

superpowers is cold email in addition to

those other things that we've built

we're a little bit of a freak in nature

okay so feel free to watch this video

and whether you use upticks or not

you're going to learn a bunch

um from all of these videos for for cold

email the next thing while within cold

emails copywriting okay so if you land

in the inbox but you can't get people to

take an action then you're going to fail

with cold email and then you're going to

complain that cold email doesn't work

right so copywriting is super super

important again I've got more videos

check out these videos watch them

implement it all right if you have

questions comment below we'll try to

help you as much as we possibly can

the last piece is leadless building okay

so you can get the best deliverability

you can have the best software you can

have the best copy but if your lead list

sucks and they're bad prospects and not

people you're intending to to reach out

to then you're going to end up in spam

and you're going to fail so this video

is meant to help you not fail all right

so since I've created all this content

already just feel free to watch these

videos right here in this notion doc the

link to the notion Doc is in the

description all right so that's the

three things that we've used to get to

this point so far we're just barely

scratching the surface as I've said and

I hope this helps you in some sort of

way if it has and you want to pick up a

sales enablement CRM coal Outreach tool

best one in my opinion on the market

feel free to check up text out I've got

a little bit more information about you

know who we are all that kind of stuff

we launched a cold gold email challenges

I talked about earlier feel free to

check that out and if you want to

connect with us on any of these channels

I've got a private university where I

help people Implement all this kind of

stuff into their business we'd certainly

appreciate it alright so I hope this was

super helpful of course and again I

don't not seen any of this to brag I

really just hope it helps you have a

soft spot in my heart for SAS Founders I

know how incredibly hard it is and if

this helps you in any sort of way on

your journey let me know in the comments

if you have any questions with us and

I'll be happy to help so that's

everything I have for you today now if

you want to level up your sales Outreach

and fill up your calendar then sign up

for a trial of upticks book a call with

us and we'll help you implement all of

these crazy Outreach strategies that I

talked about and have you winning

customers in no time until the next

training video we'll see you soon thanks

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