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Engagement Score
Surveys
Requests for Reviews
Requests for Referrals
Tips & Tricks
Support Messages
Help Content
Homepage Headline
Images & Copy
Introductory Videos
Welcome Messages
Special Offers
Company and Industry
Email or Ad Campaign
Referring Site
Geolocation
1-888-310-0589
info@evergage.com
evergage.com
Adoption Level
Used/Unused Features
ADVOCACY
Identify the best customers and motivate
them to recommend the solution
Most Used Features
Plan Level
Product Offers
Services Packages
UPSELL / CROSS-SELL
Identify and capitalize on the best
opportunities for upsells
ADOPTION & RETENTION
Ensure that users receive the most
value from the solution
Use Case(s)
Persona
Industry
Onboarding Tutorials
Product Videos
Tips & Tricks
Support Messages
Surveys
ONBOARDING
Guide new users to relevant
features & information
PURCHASE
Transition communication from
prospect to customer-focused
INITIAL ENGAGEMENT
Give first-time visitors a relevant initial
experience
AWARENESS
Demo or Free Trial Offer
Product Information
Case Studies
Testimonials
Buying Stage
Trial Status
EVALUATION
Guide visitors to take actions
that lead to conversion
eBooks/Whitepapers
Use Cases/Examples
Webinars
Blog Articles
Persona
Intent
CONSIDERATION
Suggest content and resources to
educate visitors
Personalization is a powerful approach to guide visitors along the B2B
buyer’s journey.
You need to understand certain criteria about each person at each
stage and respond with personalized experiences, messages and
calls-to-action (CTAs).
Follow this path to success.
KEY
RESPOND
WITH CONTENT
UNDERSTAND
THE CRITERIA
PERSONALIZATION ACROSS
THE B2B TECH
CUSTOMER JOURNEY

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Personalization Across The B2B Tech Customer Journey

  • 1. Engagement Score Surveys Requests for Reviews Requests for Referrals Tips & Tricks Support Messages Help Content Homepage Headline Images & Copy Introductory Videos Welcome Messages Special Offers Company and Industry Email or Ad Campaign Referring Site Geolocation 1-888-310-0589 info@evergage.com evergage.com Adoption Level Used/Unused Features ADVOCACY Identify the best customers and motivate them to recommend the solution Most Used Features Plan Level Product Offers Services Packages UPSELL / CROSS-SELL Identify and capitalize on the best opportunities for upsells ADOPTION & RETENTION Ensure that users receive the most value from the solution Use Case(s) Persona Industry Onboarding Tutorials Product Videos Tips & Tricks Support Messages Surveys ONBOARDING Guide new users to relevant features & information PURCHASE Transition communication from prospect to customer-focused INITIAL ENGAGEMENT Give first-time visitors a relevant initial experience AWARENESS Demo or Free Trial Offer Product Information Case Studies Testimonials Buying Stage Trial Status EVALUATION Guide visitors to take actions that lead to conversion eBooks/Whitepapers Use Cases/Examples Webinars Blog Articles Persona Intent CONSIDERATION Suggest content and resources to educate visitors Personalization is a powerful approach to guide visitors along the B2B buyer’s journey. You need to understand certain criteria about each person at each stage and respond with personalized experiences, messages and calls-to-action (CTAs). Follow this path to success. KEY RESPOND WITH CONTENT UNDERSTAND THE CRITERIA PERSONALIZATION ACROSS THE B2B TECH CUSTOMER JOURNEY