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7 Steps to
Successful
Lead
Nurturing

 Sponsored by




 PagePath.com
866.770.7569
Joe Kern
Vice President of Marketing
Certified Inbound Marketer
PagePath Technologies
JKern@PagePath.com
866-770-7569




Melissa Sienicki
Vice President of Pre-Sales
Certified Inbound Marketer
PagePath Technologies
MSienicki@PagePath.com
866-770-7564
Webinar Reminders

• Session will be record
• Everyone is in listen only mode
• Questions can be asked
  throughout the session by
  using the questions panel
• We will answer questions at the
  end of the presentation
The Challenge…
The Sales Funnel


              Hot Leads


              Opportunities


              Proposals


              New Quotes
How Many Touches?

Dr. Jeffrey Lant’s
“Rule of Seven” states that you
must contact your buyers a
minimum of seven times in an
18-month period for them to
remember you.
Lead Nurturing

“Lead nurturing is a relevant and
consistent dialog with viable
potential customers, regardless of
their timing to buy. It is about
creating relationships.”
- Brian Carroll MECLABS
Step One: Create a buyer persona


                A buyer persona
                is an example of
                the real person
                you need to
                influence, crafted
                from specialized
                interviews that
                you conduct with
                actual buyers.
Step One: Create a buyer persona



Most common criteria
• Industry code
• Revenue
• Employee Size
• Trigger Events
• Sphere of Influence
Step Two: Set-up a lead definition




 Problem: Sales do not pursue majority of leads due
 to lack of consensus on what was a lead
Step Two: Set-up a lead definition
Spectrum for sales lead readiness
(most sales people to not want to interact unless they are level 3)
• Level 1-Response from an individual to a
  marketing campaign or someone who has taken
  proactive steps to demonstrate interest in your
  message, product or service.
• Level 2- A meaningful interaction (via phone or
  email) with an individual.
• Level 3-The individual demonstration of a specific
  need for and interest in your product or service
• Level 4-The individual is in the process of defining
  a requirement for your product or service
• Level 5-The individual has the responsibility,
  budget and a defined time line for purchase.
Step 3: Develop a solid nurturing
system




Can be done through inquiry forms
•   Do not put too much information
•   To many web forms cause friction
•   Asking details upfront is a balancing act
•   Goal 1 is just to get them to raise a hand. May
    not no much information about them
•   Goal 2 is to get more information
•   Goal 3 is good thank you message-automated
    email response to form.
Step 3: Develop a solid nurturing
system


              Qualify via phone
              •   Confirm information on
                  inquiry form
              •   Ask for missing
                  information
              •   Get permission to
                  opt-in for nurturing
              •   Identify qualified leads
Step 4: Understand and capture
audience
• Who is viable?
• Who is involved in the buying
  process
• Who is an influencer
• Who is a buyer
• Goal is not to build biggest
  database
• Goal is to build more relevant data
• Data needs to be gathered into
  one database (central location)
Step 4: Understand and capture
audience


               This is where
               your Buyer
               Persona
               definitions come
               into play
Step 5: Develop a message

• How do they work?
• What is their
• functional role?
• What are their
• anticipated needs?
• What are their priorities and
  challenges?
• Focus on understand individual
  and how you can help them
Step 5: Develop a message
•   Map messages based on
    roles
•   Gather and filter relevant
    content based on
    message map
•   Third party articles,
    relevant topics, research
    reports
•   Vendor podcasts, webinars, blogs, case studies
    to position sales team as trusted advisors
•   Company specific white papers, success stories,
    webcasts
•   Reuse available content before creating new
    content
Step 6: Develop a Content Library




    Google Alerts: www.Google.com/alerts
Step 6: Develop a Content Library




    Google Alerts: www.Google.com/alerts
Step 6: Develop a Content Library




      Evernote: www.Evernote.com
Step 6: Develop a Content Library




              Evernote Clearly
         Clearly makes blog posts,
           articles and webpages
          clean and easy to read.
           Save them to Evernote
          to read them anywhere.
Step 7: Track Everything
Free 30 Minute
Marketing Review
For information on scheduling your session
contact:

Joe Kern
630-689-4119
JKern@PagePath.com

Melissa Sienicki
630-689-4114
MSienicki@PagePath.com
Questions

Joe Kern
Vice President of Marketing
Certified Inbound Marketer
PagePath Technologies
JKern@PagePath.com
866-770-7569




Melissa Sienicki
Vice President of Pre-Sales
Certified Inbound Marketer
PagePath Technologies
MSienicki@PagePath.com
866-770-7564

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Seven steps to effective lead nurturing

  • 1. 7 Steps to Successful Lead Nurturing Sponsored by PagePath.com 866.770.7569
  • 2. Joe Kern Vice President of Marketing Certified Inbound Marketer PagePath Technologies JKern@PagePath.com 866-770-7569 Melissa Sienicki Vice President of Pre-Sales Certified Inbound Marketer PagePath Technologies MSienicki@PagePath.com 866-770-7564
  • 3. Webinar Reminders • Session will be record • Everyone is in listen only mode • Questions can be asked throughout the session by using the questions panel • We will answer questions at the end of the presentation
  • 5. The Sales Funnel Hot Leads Opportunities Proposals New Quotes
  • 6. How Many Touches? Dr. Jeffrey Lant’s “Rule of Seven” states that you must contact your buyers a minimum of seven times in an 18-month period for them to remember you.
  • 7. Lead Nurturing “Lead nurturing is a relevant and consistent dialog with viable potential customers, regardless of their timing to buy. It is about creating relationships.” - Brian Carroll MECLABS
  • 8. Step One: Create a buyer persona A buyer persona is an example of the real person you need to influence, crafted from specialized interviews that you conduct with actual buyers.
  • 9. Step One: Create a buyer persona Most common criteria • Industry code • Revenue • Employee Size • Trigger Events • Sphere of Influence
  • 10. Step Two: Set-up a lead definition Problem: Sales do not pursue majority of leads due to lack of consensus on what was a lead
  • 11. Step Two: Set-up a lead definition Spectrum for sales lead readiness (most sales people to not want to interact unless they are level 3) • Level 1-Response from an individual to a marketing campaign or someone who has taken proactive steps to demonstrate interest in your message, product or service. • Level 2- A meaningful interaction (via phone or email) with an individual. • Level 3-The individual demonstration of a specific need for and interest in your product or service • Level 4-The individual is in the process of defining a requirement for your product or service • Level 5-The individual has the responsibility, budget and a defined time line for purchase.
  • 12. Step 3: Develop a solid nurturing system Can be done through inquiry forms • Do not put too much information • To many web forms cause friction • Asking details upfront is a balancing act • Goal 1 is just to get them to raise a hand. May not no much information about them • Goal 2 is to get more information • Goal 3 is good thank you message-automated email response to form.
  • 13. Step 3: Develop a solid nurturing system Qualify via phone • Confirm information on inquiry form • Ask for missing information • Get permission to opt-in for nurturing • Identify qualified leads
  • 14. Step 4: Understand and capture audience • Who is viable? • Who is involved in the buying process • Who is an influencer • Who is a buyer • Goal is not to build biggest database • Goal is to build more relevant data • Data needs to be gathered into one database (central location)
  • 15. Step 4: Understand and capture audience This is where your Buyer Persona definitions come into play
  • 16. Step 5: Develop a message • How do they work? • What is their • functional role? • What are their • anticipated needs? • What are their priorities and challenges? • Focus on understand individual and how you can help them
  • 17. Step 5: Develop a message • Map messages based on roles • Gather and filter relevant content based on message map • Third party articles, relevant topics, research reports • Vendor podcasts, webinars, blogs, case studies to position sales team as trusted advisors • Company specific white papers, success stories, webcasts • Reuse available content before creating new content
  • 18. Step 6: Develop a Content Library Google Alerts: www.Google.com/alerts
  • 19. Step 6: Develop a Content Library Google Alerts: www.Google.com/alerts
  • 20. Step 6: Develop a Content Library Evernote: www.Evernote.com
  • 21. Step 6: Develop a Content Library Evernote Clearly Clearly makes blog posts, articles and webpages clean and easy to read. Save them to Evernote to read them anywhere.
  • 22. Step 7: Track Everything
  • 23. Free 30 Minute Marketing Review For information on scheduling your session contact: Joe Kern 630-689-4119 JKern@PagePath.com Melissa Sienicki 630-689-4114 MSienicki@PagePath.com
  • 24. Questions Joe Kern Vice President of Marketing Certified Inbound Marketer PagePath Technologies JKern@PagePath.com 866-770-7569 Melissa Sienicki Vice President of Pre-Sales Certified Inbound Marketer PagePath Technologies MSienicki@PagePath.com 866-770-7564