I have successfully transitioned my entire management structure from another platform to Wrike. While I expected a long and painful period of adjustment, I was actually surprised by the speed with which my teams adopted Wrike. That’s not to say that there weren’t mistakes, but the lessons were learned. I will tell you all about them so that you can have a painless transition to Wrike as well. Click here to get a FREE Wrike account and test it yourself >>
When we first introduced Wrike to my marketing teams, I noticed some trends that clearly depicted where I made mistakes during this period. Let me outline these mistakes into three segments.
When we first started using Wrike, I made it a point that all communication needs to be conducted on it as well. And believe me, it wasn’t easy making people stop relying on e-mail as a primary form of communication and it took a lot of effort. But I was adamant about it and even made a rule regarding this segment: What isn’t on Wrike, it might as well not exist. I can safely say that this was the hardest part of the transition, but it didn’t take long. In fact, it took a lot less than 60 days I predicted it would.
By this, I mean the process of using Wrike with all the other tools required to complete tasks. Here is where I started leading by example. Whenever I found a new resource or formulated a new idea, I used Wrike to capture it and share it with my team. I also made sure that each member stores or references the resources used for the task completion. That way, whenever a backtrack of a task was required, we used Wrike to perform the search and dig up the project history along with the resource list. I can now access every task and know precisely what was used to complete it.
This is perhaps an obvious tip but I feel like it played a key role in shortening the adoption time. From the get go, my teams created a highly organized structure within Wrike and that made transition a lot easier on the staff. They got used to the precisely organized structure and once we started nesting everything under proper labels, there was no going back. I believe that if weren’t for this segment, it would take us (me in particular) a lot longer to adopt Wrike as our project management platform.
Hopefully, these tips will help you out during your transition period, and if you have already completed this journey, I would like to hear your comments. Share your opinion and point out the things I might have missed.
One of the biggest advantages of Wrike lies within its flexible folder structure. I realized that mirroring the structure of my marketing teams offers a simplified and highly efficient way to manage and control their workload. This realization came as a result of dozens of interviews I conducted with various marketing teams. The information gathered from these interviews helped me better understand the key factors that inhibit the efficiency. This is key when you are doing JV’s or working in a team on new aff marketing campaigns. WRIKE can break down a task to sub-tasks, and even sub-tasks to deeper level tasks, and you can assign parts, or all of the ‘tree’ to different people to track. Best of all, this ensures that nothing will be missed. Click here to get a FREE Wrike account and test it yourself >>
The core of the problem
Marketing teams, no matter how big or small, almost as a rule suffer from being understaffed and/or burdened with excessive workload. This creates all sorts of problems on its own. Add to that the inherited cross-functional nature of the workflow and the problems keep piling on. With so many moving parts, having an inefficient resource and project management tool should not be one of them. I started using Wrike for high-performance marketing teams and that practice trickled all the way down through the ranks. Let me guide you through the basic setup I use and explain how each step makes everyone’s job easier.
Marketing teams, especially ones handling bigger campaigns, are segmented into various departments: Email marketing, Product and Content marketing, Research and Lead generation, etc. This creates sort of a tree structure within a marketing team. The best way to manage a set team is to mimic its structure using folders and recreate the tree from top to bottom. Creating parent folders and subsequent sub-folders will make it easier for you to issue tasks, control their progress, and communicate with other “branches”. And if there is ever a need to create additional branches, you can easily add a layer of subfolders regardless of the management level.
Take content marketing as an example. If you have a team working on case studies and blog posts, you can simply add infographics folder that can house projects under these labels. That way, you can introduce an entirely new department without messing with the existing team structure.
Progress report organization
Marketing teams produce a large number of data points. This is basically a constant stream of sortable data which carries multiple tags with it. One of these should be a weekly tag under which you can easily track the progress of each task. Here is why.
With a constant flow of deliverables, you can track whether the set milestones get completed and what causes the delays. Having the tasks on multiple locations can often cause a confusion and inefficient management. Housing all tasks into weekly folders offers a perfect solution and gives you the overview of missed and achieved goals.
Teams using this system proved to be more efficient than the ones who don’t. I would highly recommend implementing this into your Wrike setup, especially for high-performance marketing teams.
Running the meetings out of Wrike
This part is only the extension of the previous segment. Once you set up weekly folders, it is easy to run weekly meetings out of Wrike. Instead of having the teams submit their reports and slides, consider having them go into the weekly folder and show the completed tasks and lists. This will considerably shorten the time needed for teams to prepare for weekly meetings. You can also reschedule tasks by simply moving them to another week’s folder without losing the original timeline. This simplifies the process of tracking the history of the task.
Within the weekly folder, each team can add a meeting agenda note and collaborate with others on the issues needed to be addressed during the weekly meeting. That way, no overlapping or repeating issues will occur.
Establishing the leading roles
Every marketing team should have a person in charge. This is called a leading role. Create a management folder and organize teams into subfolders under the respective team leaders. Creating this distinction makes each team leader responsible for the sub-folders and for tagging the high priority tasks. Also, setting a tree like structure makes sure that teams under a certain team leader see his top priority tags and deliver the relevant information.
Setting the quarterly or annual goals for the teams is nothing new, but what I propose is creating a folder for set goals. That way, if team members deem a certain task to be relevant towards achieving the goal, they can add a tag to it and make it visible to collaborators. This makes it easier for everyone to keep track of the goal progression and it also keeps them motivated to contribute towards achieving it.
These are the key points I believe will help you create a more efficient project management environment. Besides all of the advantages I pointed out for every segment, there is also the an important one I didn’t mention so far.
Implementing this structure to an already existing management system won’t take up a lot of time. And from my experience, all the members of my staff were able to adopt these changes without an effort. Some of them were even using this system on their own and even suggested additional improvements that contributed towards better efficiency. If you feel like you reached the peak in your management efficiency, I believe implementing a similar folder structure will prove beneficial and open up new doors for streamlining ideas.
For every project without exception, I put a great deal of attention towards streamlining the workload. This includes project management and team communication as well. Wrike’s Google Chrome extension had a massive impact in the way I communicate with my collaborators. For those of you unfamiliar with it, let me try to explain it in the simplest possible way: It can bridge your Wrike project management center with any in-browser tool you use. You can create a task directly from the resource page and the hyperlink is copied to set task alongside other important information related to it. This is the fastest way to bookmark and discuss resource pages with your team. Let me outline a few advantages of using Wrike’s Chrome extension.
Sharing the knowledge
Like many of you, I am constantly learning new things and formulating new ideas. Whenever I stumble upon something interesting or something worth sharing, I simply start a discussion directly from that page. Wrike’s extension also allows me to individually pick the people to discuss a certain page with. This makes it great for pointing out specific pages to specific people. Nesting these bookmarks under a label also provides an excellent way of backtracking resource pages.
Keeping track of purchasing and items on watch lists has always been a multi-tool task. Now, I simply organize and direct items from the browser to purchasing list. There is even a snapshot option that allows me to keep track of items and its details which makes controlling the watch lists a lot easier. Adding information to the snapshots and highlighting the part of an image can also be very useful and simplify the item tracking of any sort.
Manage my management
Wrike is a project management tool, but I also use the extension to manage custom timelines and reports within Wrike itself. A unique URL is assigned to every item within Wrike, and since that address is copied when I create new items from the extension, I can use it to point out time delays and progress reports to specific people. This makes inner team communication a lot easier and significantly speeds up problem-solving and team collaboration. You can basically do management within your management and simplify the transfer of information.
Wrike’s Google Chrome extension is free for all existing users. It is very simple and straightforward to use, even for those unfamiliar with any type of experience using similar extensions. It is one of my favorite tools and certainly one that I use quite often. In addition to business, I use it to organize a lot of personal resource pages and my “to read” lists.
I am going to tell you a great and easy way to make more money by harnessing the power of Google Adwords. This is an awesome method if you are doing Shopify/ecommerce and looking for more ways to scale and cash in on the brand awareness your competitors might have built. I don’t have a lot of time right now to yap away on mumbo jumbo, so here is how you do it:
Step #1 – make a list of your competitors, brand name, URL, and top products. Step #2 – create new campaign on adwords, create one ad group per competitor, and dump in their brand name, domain name, and top product names in this AG. Step #3 – send the traffic to your product. These are people look to buy already, why not steal your competitors clients and have them buy your stuff?
Works great if you are selling what everyone else is; especially if you are ripping and running other peoples ecommerce products that built a brand name already. Think of all the options!
I am a big fan of masterminds, Mr Payne does an amazing job summarizing the benefit of joining a mastermind, and why it’s also a good idea to start one. I am in a few multi-million dollar masterminds with other super affiliates, and it’s GREAT to be able to bounce of ideas one another quick and also to ask for help from experts. It doesn’t matter if you are newbie, rookie, novice or a seasoned veteran – the benefits of joining or creating masterminds are too good to pass up.
This post was inspired because I was in your shoes at one point… I needed help and wanted to make some friends to collaborate with but I hadn’t gone far with my campaigns. I was still considered a dreaded “newb”. Other than a couple of $x/day to low $xx/day campaigns that didn’t last long I had yet to find a stride in my affiliate marketing efforts.
For me, I was already knowledgeable on affiliate marketing concepts but many of you reading this are new or simply haven’t put the time in to learn the basics on your own. The purpose of what I’m about to share will help you find other affiliates who are making real efforts to make this a business and who have the same goal as you – to change your lifestyle and generate an income.
Recently, I’ve been getting a steady flow of PM’s from people looking to join the mastermind I am apart of and while some of these people I have connected with on skype to collaborate, the majority of them I turn away and encourage them on what they can do to find their own group to collaborate with.
What I’m about to share isn’t the only way you accomplish this but it’s from my personal experience developing my existing mastermind. Benefits of a Mastermind
There are a few key benefits of having a solid group of guys/gals together who share information and work together as a “team” and help each other progress.
Group Buying Power – you all are buying tools, each of your campaigns are buying data, each of you run different ideas and tests, etc. These items can all be shared amongst the group and saves all of you time, money and accelerates your learning.
Different Styles – Each of you have a different style of marketing, different skill sets and seeing the way each of your “teammates” think and approach campaigns will help you define your own style. It will also evolve and improve over time.
Faster Learning and Execution – In this business, the faster you hit the tipping point of the knowledge and experience level when things just start coming together and make sense, the faster you will start to make money. Having a “team” of minds working together will get you to that point through learning and helping you execute tasks better.
Networking is King – This is the underlying advantage that most people overlook. Get out there, meet people, share, make friends, show some value to others and they will consider you a valuable person to stay connected to – if you know the right person or how to find the right person to handle any obstacle, you are a wealthy man (or woman) in the making.
There are more but these are the main points I wanted to convey.
Negatives of being in a Poor Mastermind
You waste time.
You waste money.
You will spin in circles and procrastinate.
Just don’t be in one, period.
Where to Start?
There are a few ways to get involved with a mastermind…
Start your own – Usually this is the best way because you can control who is part of the mastermind and the direction it takes. (I prefer this one.)
Reach out and ask to join other masterminds – This can work but usually the best masterminds aren’t looking for new people unless you really bring something to the table. So not ideal for newbies.
Get invited to an existing one – This also works but for similar reasons as the point above, not the best option in many cases for a newbie.
The Reason Most Masterminds Suck
Nobody takes a leadership role. You need someone to take point on navigating and coordinating with the group to keep things on track, productive, establish meetings times, etc.
The group is too large to be productive.
Most of the group members are not serious about affiliate marketing, they just see $1k/day profit threads and get all excited like kids in a candy shop. You need to be around serious minded people and not those with the illusion of achieving something.
Group members are unable to commit to meeting times, spending a reasonable amount on testing and launching campaigns often, etc. This can be for a variety of reasons.
Nobody shares any real information. It’s all the basics of.. “how do setup tracking for Zeropark and Voluum” (joking.. or am i?), “can you show me your best lander?”, “how do I find the best offers to test” and questions on things that you would already know if you take the $100/month you spend on STM and read every freaking thread on here at least once.
And there are more…
Finally… How to Start Your Own Mastermind and Become More Successful in Affiliate Marketing
Obviously, being in a mastermind by itself is not going to solve all your problems with affiliate marketing – but a good mastermind it will help you conquer them one by one. And that’s the path to becoming successful with this business. Every time you are faced with a new challenge, you tackle it head on and figure it out. Keep doing that over and over until eventually, you’ve figured out enough to find your profitable campaign. A good mastermind works together to figure out those challenges.
1. Define your mastermind and who it should contain. You want the theme of the mastermind to align with your goals so you can find others who have the same goals. For me, I was looking for a group of people who were focused primarily on mobile pops, the vertical wasn’t too important because the concepts are all the same, the members must be doing this full time or focused on doing this with at least a strong part time effort, making $xx+/day and the financial support to spend $300-500/day – those were the basic requirements I was looking for because that’s the level at which I was at.
2. Find more people like you. If you can find more people that truly have the same goals, interests and level of experience as you – then your group will be a success. My original attempt of forming a mastermind started with me posting a thread in the STM masterminds section. I got a couple of responses but they were not what I was looking for. So, did I just throw in the towel and give up? Heck no! I went to the follow along section of STM and read through them until I found guys that were putting in real effort, making some sort of progress and were in line with my values and work ethic. Then I reached out to a couple of them and explained what I was trying to do and ultimately found one guy that would be a good fit. He had a business partner as well so that made a total of 3 of us. Then we added another guy shortly after, then 2 months later we’ve added 2 more guys. My point, don’t sit around hoping someone will invite you. Go out and make something happen yourself.
3. Keep the group small. I can’t stress this enough and it’s were many people fail. Most large mastermind groups are not productive and are just a waste of time. I’ve checked out groups with 10-20 people in it and there are very few productive discussions going on and nothing happening. It’s also easier to manage and share information with a smaller group. You need to build a tight team and you guys become friends through the process. I recommend keeping your group between 4-6 members unless you know what you are doing.
4. Show value to one another. You must be willing to be transparent and share information, campaigns, specific details, etc. Otherwise you will never grow and the point of a mastermind is to share what you know to learn from each other’s experiences.
I remember one of the guys I chatted with on skype, when it came time and I invited him to the mastermind, as soon as he joined the first thing he said to everyone was… “I’m running in X geo with X offer on X network and X traffic source using X type of lander doing $xxx/day, you guys jump in and make some money. Just wanted to demonstrate I’m willing to contribute.”
Talk about an awesome way to show value right from the start! Now, that level of commitment isn’t necessary but he clearly demonstrated that he was willing to be a team player – and that is what you want to have, is a team of serious, dedicated people who can work together to conquer AM. Think beyond just having one successful campaign and focus more on achieving consistent successful campaigns.
5. Commit to weekly meetings by skype calls. This is one of the key things pushing us forward within our group. Our group is very active on skype chat daily but having a weekly call at a designated day/time means we are all committed to the cause and can cover a lot more information in a shorter period. It’s vital to keep the call productive and leave any basic chit-chat to the very end where the general discussions can happen. After all, you are developing friendships so nothing wrong with a little non-business talk once the main objectives are out of the way.
6. Have an organizer to keep things on track. I naturally assumed this position within my group and its role is nothing more than helping to keep the group on track with our agenda. I initiated the discussion and coordinated to find an agreeable weekly meeting time for all of us, I take charge of the weekly meeting by keeping the conversations moving along, productive and making sure everyone gets an opportunity to contribute. Sometimes I will come up with a core topic that we can all share insights on based on feedback through our skype chats that week. Other times, we just have a general discussion.
7. Review progress and performance of each team member. On our weekly meetings, we discuss what challenges we face the prior week, what successes we’ve had, what we have been working on and what our agenda is for the near future. These type of things are always changing and it’s good to know what is happening within the group and how everyone is progressing. In conclusion…
Not every situation requires you to start your own mastermind and if you can find a group that is seeking members, then by all means check them out. But I caution you from just joining any ol’ mastermind, instead make sure they are a good fit for what you are looking for and if the shoe fits, wear it.
I’m a little more of a control freak and like having the power in the beginning to pick and choose who I invited to my group. Now that we are an established group I don’t make those choices on my own, it’s a group decision.
These few items have had the biggest impact in my progress and in this order…
Starting my own follow along
Starting a mastermind group
Networking with as many quality affiliates as I can and building relationships
Never giving up
I hope you find some value out of this thread and move one step closer to building your business.
PS: If you are not a member on STM yet, you should give it a try and get access to a wealth of knowledge you won’t find anywhere else. Sign up here!
This is an advanced guide, if you are new to affiliate marketing / internet marketing – this is not for you and will be very confusing. This guide is also for Facebook Ads and covers advanced technique used in order to help build custom audiences, and better targeting techniques for paid advertising campaigns on Facebook.
Let’s say you are running a campaign, diet, skin, lead gen, app installs, pin submits, eCommerce, whatever; and you want to optimize for people who came to your landing page, and then clicked the link to fill out the offer.
Wouldn’t it be great if you could optimize based on everyone who actually clicked (thus is more likely to convert) vs everyone who visited the page, many of whom then bounced from there?
Step #1 – Grab the Facebook Pixel Code from the Ad Manager front end. If you don’t know how to do that, read this guide from FB.
Here’s my ORIGINAL code I got from Facebook:
After we are done, we must paste the modified Facebook Conversion Pixel code between our <head> </head> section on our website; it should look like this:
NOTE: You must replace the 1150734851629733 with your own pixel ID!
Step #3 – Next, we need to add some code snippets to all of our links in our landing page/and or buttons as follows
For text links:
For a button:
For a link styled to look like a button:
Now when you setup your Facebook Ad Campaign, make sure to select Optimize for ADD TO CART; because everytime someone clicks a link on your landing page; it will fire the pixel and you want clickers, not people who just come to the lander, then leave right away.