SlideShare une entreprise Scribd logo
1  sur  30
@FrancisBrero
Product-led onboarding
Myths, Learnings and tips
@FrancisBrero
Francis Brero
● CRO & Co-Founder @MadKudu
● Background in Mathematics, Data Science
● Favourite number: 73
Your Host
@FrancisBrero
MadKudu is an Actionable Lead & Account Scoring platform that enables
B2B companies to build relevant customer journeys at scale
@FrancisBrero
Myths & Misconceptions
@FrancisBrero
Recently, the fastest growing companies in
B2B started with
no Sales team
“
PLG Myth #1
Product Led Selling - Seductive, Yet Crappy Antipatterns https://www.atriumhq.com/
“We just publish
docs, and they
buy, right?”
“We don’t have
salespeople.”
These misconceptions can lead to believing seductive antipatterns.
Product Led Selling - Seductive, Yet Crappy Antipatterns https://www.atriumhq.com/
“We don’t have sales people…” - BULLSHIT!
Why the sales confusion, founders? https://www.atriumhq.com/
Oh.
Experience with selling
limited to caricatures
of sales from movie
and TV.
That’s why.Personal
predilection away
from selling
behaviors.
Fond memories
of those dicks who
went into sales…
@FrancisBrero
The Product Led funnel is linear:
Activation, Engagement,
Conversion
“
PLG Myth #2
50% of conversions after trial-end
@FrancisBrero
© 2018 MadKudu Inc. Proprietary and Confidential
It can take a village...
averageOPEN
OPPORTUNITY
CLOSED-WON
OPPORTUNITY
Developers
Designers
Analysts
Project & Product
Managers
Marketers
CEOs
Founders Directors
average
@FrancisBrero
B2B Sales is inherently complex
LORD OF THE RINGS
@FrancisBrero
@FrancisBrero
The consumerization of B2B
means buyers want to
self-serve
“
PLG Myth #3
@FrancisBrero
“The way to maximize freedom is to maximize choice”
Current industrial society dogma
FROM TO
@FrancisBrero
The Paradox of Choice
Marketing automation platform: 206
CRM: 375
Sales Automation: 243
Live Chat solutions: 288
E-Signature: 149
Distinct Smarketing Stacks: 805 billion
@FrancisBrero
70% of the time people spend
watching youtube is driven from
algorithmic recommendations
“
@FrancisBrero
How to: Product Led Onboarding
@FrancisBrero
@FrancisBrero
Analyze Product metrics through
the lens of your ICP
@FrancisBrero
Beware of averages
Simpson Paradox:
Even though they perform better in every lead source
Lead Source Good leads # Good Leads CvR Bad leads # Bad Leads CvR
Total 3140 3.69% 510 3.73%
Referrals 351 17.40% 253 7.20%
PPC 2789 2.00% 257 0.40%
Good leads perform worse than Bad leads
@FrancisBrero
@FrancisBrero
Daily retention analysis
Company:
High volume, B2B, SaaS,
Freemium
Day 2 retention:
< 50%
@FrancisBrero
@FrancisBrero
75% of each monthly cohort
is low fit (spam, disposable
emails, consumers…) for the
product.
Cohort qualification
@FrancisBrero
@FrancisBrero
Very Good & Good fit leads
display excellent retention
Day 2 retention:
> 80%
Daily retention by customer fit
@FrancisBrero
@FrancisBrero
Not all leads are created equal,
Segmentation is key
“
@FrancisBrero
@FrancisBrero
Customize onboarding against
your different ICPs
@FrancisBrero
Segment by Use-case (CloudApp)
Engineering
Hi Jeff,
I'm Scott, VP of Sales at CloudApp. We're so excited you've joined CloudApp!
To get the most out of CloudApp, be sure to install CloudApp on your computer and
take your first screenshot.
I noticed you work in product at Scripps Networks Interactive. CloudApp allows product
teams to quickly annotate features or use cases to customers and developers
alike. If a picture is worth a thousand words, imagine what an annotated picture is
worth.
Give it a try and let us know if you have any questions.
- Scott
Product
Hi Mike,
I'm Scott, VP of Sales at CloudApp. We're so excited you've joined CloudApp!
To get the most out of CloudApp, be sure to install CloudApp on your computer and
take your first screenshot.
I noticed you work in engineering at Pure Storage. Engineers tend to be big fans of
CloudApp because it allows them to quickly capture and share that bug or that cool
feature they've been working on. Introduce CloudApp to your team and you'll be forever
known as the office hero.
Give it a try and let us know if you have any questions.
- Scott
@FrancisBrero
Segment by Onboarding goals
averagePRODUCT
ACTIVATION
ECOM
CONVERSION
Developers
Account Executives
Analysts
Project & Product
Managers
Marketers
CEOs
Founders
Directors
average
@FrancisBrero
@FrancisBrero
Onboarding campaigns
Seniority Based Outreach
Goal: contact decision-makers to encourage purchase (or
upgrade) of a team plan
Audience: new user, likely to be Buyer
Timing: six messages over 30 days
Content: value of having a team plan for individual users
and account management features overview
Goals:
- Schedule meeting to discuss benefits
- Upgrade to team plan
- Invite team members
Goal: stay in touch with new signups and teach them how
to use the app
Audience: new signups, likely to be Adopter
Timing: six messages within 14 days
Content: tutorials on how to use the product and call to
action to create a team
Goals:
- Activate the product
- Invite more users
- Add Credit card if single-user (small company)
New User Signups
@FrancisBrero
Adopter vs Buyer CTA
Account Executive - Adopter
Hi Jason,
I'm Scott, VP of Sales at CloudApp. We're so excited you've joined CloudApp!
Your time is valuable, and I wanted to help jumpstart the onboarding by offering a quick
product overview to ensure your team gets the most out of it. Feel free to pick a time that
works for you here.
Additionally, here are some quick resources on how CloudApp can help your sales,
engineering, and customer team.
Looking forward to our conversations.
- Scott
Hi Andrew,
I'm Scott, VP of Sales at CloudApp. We're so excited you've joined CloudApp!
To get the most out of CloudApp, be sure to install CloudApp on your computer and take
your first screenshot.
I noticed you are in a sales role at BuySellAds. Your customers will love you when you show
them rather than telling them. The next time a customer asks "can you show me that
again?", wow them with a GIF or an annotated screenshot.
Give it a try and let us know if you have any questions.
- Scott
CEO - Buyer
@FrancisBrero
Orchestration
@FrancisBrero
Thank you!
francis@madkudu.com
@FrancisBrero

Contenu connexe

Tendances

Agile09: The Product Manager/Owner Dilemma
Agile09: The Product Manager/Owner DilemmaAgile09: The Product Manager/Owner Dilemma
Agile09: The Product Manager/Owner Dilemma
Rich Mironov
 

Tendances (20)

Web tools in digital ecosystem
Web tools in digital ecosystemWeb tools in digital ecosystem
Web tools in digital ecosystem
 
Building The Organisation Of The Future with Speed, Agility, and Adaptability
Building The Organisation Of The Future with Speed, Agility, and AdaptabilityBuilding The Organisation Of The Future with Speed, Agility, and Adaptability
Building The Organisation Of The Future with Speed, Agility, and Adaptability
 
Transition management of product as platform
Transition management of  product as platformTransition management of  product as platform
Transition management of product as platform
 
Engr 245 session 07 partners
Engr 245  session 07 partnersEngr 245  session 07 partners
Engr 245 session 07 partners
 
Enhancing Desirability: Five Considerations for Winning Digital Initiatives
Enhancing Desirability: Five Considerations for Winning Digital InitiativesEnhancing Desirability: Five Considerations for Winning Digital Initiatives
Enhancing Desirability: Five Considerations for Winning Digital Initiatives
 
12 Global Business Model (GBM) Topics: Simply Organize and Present Ideas for ...
12 Global Business Model (GBM) Topics: Simply Organize and Present Ideas for ...12 Global Business Model (GBM) Topics: Simply Organize and Present Ideas for ...
12 Global Business Model (GBM) Topics: Simply Organize and Present Ideas for ...
 
The search for Product-Market Fit
The search for Product-Market FitThe search for Product-Market Fit
The search for Product-Market Fit
 
JazzTeam company presentation
JazzTeam company presentationJazzTeam company presentation
JazzTeam company presentation
 
Agile09: The Product Manager/Owner Dilemma
Agile09: The Product Manager/Owner DilemmaAgile09: The Product Manager/Owner Dilemma
Agile09: The Product Manager/Owner Dilemma
 
Security Product Management by Microsoft Product Leader
Security Product Management by Microsoft Product LeaderSecurity Product Management by Microsoft Product Leader
Security Product Management by Microsoft Product Leader
 
3S Mobile - Innovation on tap
3S Mobile - Innovation on tap 3S Mobile - Innovation on tap
3S Mobile - Innovation on tap
 
Enterprise Technology + Marketing = meh.....
Enterprise Technology + Marketing = meh..... Enterprise Technology + Marketing = meh.....
Enterprise Technology + Marketing = meh.....
 
PM Craft to Build Scalable Platform Products by Atlassian Sr PM
PM Craft to Build Scalable Platform Products by Atlassian Sr PMPM Craft to Build Scalable Platform Products by Atlassian Sr PM
PM Craft to Build Scalable Platform Products by Atlassian Sr PM
 
Major points of challenges experienced during fintech app development process
Major points of challenges experienced during fintech app development processMajor points of challenges experienced during fintech app development process
Major points of challenges experienced during fintech app development process
 
TURN YOUR DRUPAL INTO A DIGITAL EXPERIENCE PLATFORM (DXP)
TURN YOUR DRUPAL INTO A DIGITAL EXPERIENCE PLATFORM (DXP)TURN YOUR DRUPAL INTO A DIGITAL EXPERIENCE PLATFORM (DXP)
TURN YOUR DRUPAL INTO A DIGITAL EXPERIENCE PLATFORM (DXP)
 
"Center Out" Business Architecture. Creating a Responsive Omnichannel Custome...
"Center Out" Business Architecture. Creating a Responsive Omnichannel Custome..."Center Out" Business Architecture. Creating a Responsive Omnichannel Custome...
"Center Out" Business Architecture. Creating a Responsive Omnichannel Custome...
 
Digital transformation - New Solutions, New Marketing Opportunities (Steve Ro...
Digital transformation - New Solutions, New Marketing Opportunities (Steve Ro...Digital transformation - New Solutions, New Marketing Opportunities (Steve Ro...
Digital transformation - New Solutions, New Marketing Opportunities (Steve Ro...
 
Information Management & Governance Solutions febbraio 2018
Information Management & Governance Solutions febbraio 2018Information Management & Governance Solutions febbraio 2018
Information Management & Governance Solutions febbraio 2018
 
Empowering startups
Empowering startupsEmpowering startups
Empowering startups
 
Implementing Test&Target - Agility2013
Implementing Test&Target - Agility2013Implementing Test&Target - Agility2013
Implementing Test&Target - Agility2013
 

Similaire à Madkudu - Product Led Summit - Product Led Onboarding

Skribb.it Berkeley Final Presentation
Skribb.it Berkeley Final PresentationSkribb.it Berkeley Final Presentation
Skribb.it Berkeley Final Presentation
Stanford University
 
Lean startup - WhatIsMVP
Lean startup - WhatIsMVPLean startup - WhatIsMVP
Lean startup - WhatIsMVP
Yuki Sekiguchi
 

Similaire à Madkudu - Product Led Summit - Product Led Onboarding (20)

StartupTalk #36 - Feedback Beyond the Buzz
StartupTalk #36 - Feedback Beyond the BuzzStartupTalk #36 - Feedback Beyond the Buzz
StartupTalk #36 - Feedback Beyond the Buzz
 
Mastering Product Experience
Mastering Product ExperienceMastering Product Experience
Mastering Product Experience
 
Highest quality code in your SaaS project. Why should you care about it as a ...
Highest quality code in your SaaS project. Why should you care about it as a ...Highest quality code in your SaaS project. Why should you care about it as a ...
Highest quality code in your SaaS project. Why should you care about it as a ...
 
Slash | How to build a B2B sales machine
Slash | How to build a B2B sales machineSlash | How to build a B2B sales machine
Slash | How to build a B2B sales machine
 
Slash | How to Build a B2B Sales Machine
Slash | How to Build a B2B Sales MachineSlash | How to Build a B2B Sales Machine
Slash | How to Build a B2B Sales Machine
 
Skribb.it Berkeley Final Presentation
Skribb.it Berkeley Final PresentationSkribb.it Berkeley Final Presentation
Skribb.it Berkeley Final Presentation
 
Best Practices For Copywriting
Best Practices For CopywritingBest Practices For Copywriting
Best Practices For Copywriting
 
BrainRider: B2B Pipeline Marketing "How To" Presentation With Notes (12 Slides)
BrainRider: B2B Pipeline Marketing "How To" Presentation With Notes (12 Slides)BrainRider: B2B Pipeline Marketing "How To" Presentation With Notes (12 Slides)
BrainRider: B2B Pipeline Marketing "How To" Presentation With Notes (12 Slides)
 
Improving Customer Engagement through Personalisation & Marketing Automation
Improving Customer Engagement through Personalisation & Marketing AutomationImproving Customer Engagement through Personalisation & Marketing Automation
Improving Customer Engagement through Personalisation & Marketing Automation
 
How to Manage and Maximize Content Creation on a Large Scale
How to Manage and Maximize Content Creation on a Large ScaleHow to Manage and Maximize Content Creation on a Large Scale
How to Manage and Maximize Content Creation on a Large Scale
 
5 Secrets to Internet Marketing Success
5 Secrets to Internet Marketing Success5 Secrets to Internet Marketing Success
5 Secrets to Internet Marketing Success
 
formula - chunk-n-chip - 03.2010
formula - chunk-n-chip - 03.2010formula - chunk-n-chip - 03.2010
formula - chunk-n-chip - 03.2010
 
AI Acceleration: How to Leverage AI to Build a Content Creation Machine - Meg...
AI Acceleration: How to Leverage AI to Build a Content Creation Machine - Meg...AI Acceleration: How to Leverage AI to Build a Content Creation Machine - Meg...
AI Acceleration: How to Leverage AI to Build a Content Creation Machine - Meg...
 
Pitfalls of product marketing and How Business Requirements Can Make Your Pro...
Pitfalls of product marketing and How Business Requirements Can Make Your Pro...Pitfalls of product marketing and How Business Requirements Can Make Your Pro...
Pitfalls of product marketing and How Business Requirements Can Make Your Pro...
 
My Content Design journey & work samples
My Content Design journey & work samplesMy Content Design journey & work samples
My Content Design journey & work samples
 
My Content Design Portfolio and samples
My Content Design Portfolio  and samplesMy Content Design Portfolio  and samples
My Content Design Portfolio and samples
 
2021 copy ai Product Overview
2021 copy ai Product Overview2021 copy ai Product Overview
2021 copy ai Product Overview
 
Lean startup - WhatIsMVP
Lean startup - WhatIsMVPLean startup - WhatIsMVP
Lean startup - WhatIsMVP
 
Create Content that Will Actually Convert
Create Content that Will Actually ConvertCreate Content that Will Actually Convert
Create Content that Will Actually Convert
 
Bootcamp Voor Groei
Bootcamp Voor Groei Bootcamp Voor Groei
Bootcamp Voor Groei
 

Dernier

Brand experience Peoria City Soccer Presentation.pdf
Brand experience Peoria City Soccer Presentation.pdfBrand experience Peoria City Soccer Presentation.pdf
Brand experience Peoria City Soccer Presentation.pdf
tbatkhuu1
 

Dernier (20)

Brand experience Peoria City Soccer Presentation.pdf
Brand experience Peoria City Soccer Presentation.pdfBrand experience Peoria City Soccer Presentation.pdf
Brand experience Peoria City Soccer Presentation.pdf
 
Labour Day Celebrating Workers and Their Contributions.pptx
Labour Day Celebrating Workers and Their Contributions.pptxLabour Day Celebrating Workers and Their Contributions.pptx
Labour Day Celebrating Workers and Their Contributions.pptx
 
Google 3rd-Party Cookie Deprecation [Update] + 5 Best Strategies
Google 3rd-Party Cookie Deprecation [Update] + 5 Best StrategiesGoogle 3rd-Party Cookie Deprecation [Update] + 5 Best Strategies
Google 3rd-Party Cookie Deprecation [Update] + 5 Best Strategies
 
Situation Analysis | Management Company.
Situation Analysis | Management Company.Situation Analysis | Management Company.
Situation Analysis | Management Company.
 
A.I. and The Social Media Shift - Mohit Rajhans
A.I. and The Social Media Shift - Mohit RajhansA.I. and The Social Media Shift - Mohit Rajhans
A.I. and The Social Media Shift - Mohit Rajhans
 
W.H.Bender Quote 61 -Influential restaurant and food service industry network...
W.H.Bender Quote 61 -Influential restaurant and food service industry network...W.H.Bender Quote 61 -Influential restaurant and food service industry network...
W.H.Bender Quote 61 -Influential restaurant and food service industry network...
 
The+State+of+Careers+In+Retention+Marketing-2.pdf
The+State+of+Careers+In+Retention+Marketing-2.pdfThe+State+of+Careers+In+Retention+Marketing-2.pdf
The+State+of+Careers+In+Retention+Marketing-2.pdf
 
How to utilize calculated properties in your HubSpot setups
How to utilize calculated properties in your HubSpot setupsHow to utilize calculated properties in your HubSpot setups
How to utilize calculated properties in your HubSpot setups
 
Digital-Marketing-Into-by-Zoraiz-Ahmad.pptx
Digital-Marketing-Into-by-Zoraiz-Ahmad.pptxDigital-Marketing-Into-by-Zoraiz-Ahmad.pptx
Digital-Marketing-Into-by-Zoraiz-Ahmad.pptx
 
The Future of Brands on LinkedIn - Alison Kaltman
The Future of Brands on LinkedIn - Alison KaltmanThe Future of Brands on LinkedIn - Alison Kaltman
The Future of Brands on LinkedIn - Alison Kaltman
 
Generative AI Content Creation - Andrew Jenkins
Generative AI Content Creation - Andrew JenkinsGenerative AI Content Creation - Andrew Jenkins
Generative AI Content Creation - Andrew Jenkins
 
SEO Master Class - Steve Wiideman, Wiideman Consulting Group
SEO Master Class - Steve Wiideman, Wiideman Consulting GroupSEO Master Class - Steve Wiideman, Wiideman Consulting Group
SEO Master Class - Steve Wiideman, Wiideman Consulting Group
 
How to Create a Social Media Plan Like a Pro - Jordan Scheltgen
How to Create a Social Media Plan Like a Pro - Jordan ScheltgenHow to Create a Social Media Plan Like a Pro - Jordan Scheltgen
How to Create a Social Media Plan Like a Pro - Jordan Scheltgen
 
Top 5 Breakthrough AI Innovations Elevating Content Creation and Personalizat...
Top 5 Breakthrough AI Innovations Elevating Content Creation and Personalizat...Top 5 Breakthrough AI Innovations Elevating Content Creation and Personalizat...
Top 5 Breakthrough AI Innovations Elevating Content Creation and Personalizat...
 
Brand Strategy Master Class - Juntae DeLane
Brand Strategy Master Class - Juntae DeLaneBrand Strategy Master Class - Juntae DeLane
Brand Strategy Master Class - Juntae DeLane
 
Unraveling the Mystery of the Hinterkaifeck Murders.pptx
Unraveling the Mystery of the Hinterkaifeck Murders.pptxUnraveling the Mystery of the Hinterkaifeck Murders.pptx
Unraveling the Mystery of the Hinterkaifeck Murders.pptx
 
The Science of Landing Page Messaging.pdf
The Science of Landing Page Messaging.pdfThe Science of Landing Page Messaging.pdf
The Science of Landing Page Messaging.pdf
 
Unraveling the Mystery of The Circleville Letters.pptx
Unraveling the Mystery of The Circleville Letters.pptxUnraveling the Mystery of The Circleville Letters.pptx
Unraveling the Mystery of The Circleville Letters.pptx
 
Navigating the SEO of Tomorrow, Competitive Benchmarking, China as an e-Comme...
Navigating the SEO of Tomorrow, Competitive Benchmarking, China as an e-Comme...Navigating the SEO of Tomorrow, Competitive Benchmarking, China as an e-Comme...
Navigating the SEO of Tomorrow, Competitive Benchmarking, China as an e-Comme...
 
Martal Group - B2B Lead Gen Agency - Onboarding Overview
Martal Group - B2B Lead Gen Agency - Onboarding OverviewMartal Group - B2B Lead Gen Agency - Onboarding Overview
Martal Group - B2B Lead Gen Agency - Onboarding Overview
 

Madkudu - Product Led Summit - Product Led Onboarding

  • 2. @FrancisBrero Francis Brero ● CRO & Co-Founder @MadKudu ● Background in Mathematics, Data Science ● Favourite number: 73 Your Host
  • 3. @FrancisBrero MadKudu is an Actionable Lead & Account Scoring platform that enables B2B companies to build relevant customer journeys at scale
  • 5. @FrancisBrero Recently, the fastest growing companies in B2B started with no Sales team “ PLG Myth #1
  • 6. Product Led Selling - Seductive, Yet Crappy Antipatterns https://www.atriumhq.com/ “We just publish docs, and they buy, right?” “We don’t have salespeople.” These misconceptions can lead to believing seductive antipatterns.
  • 7. Product Led Selling - Seductive, Yet Crappy Antipatterns https://www.atriumhq.com/ “We don’t have sales people…” - BULLSHIT!
  • 8. Why the sales confusion, founders? https://www.atriumhq.com/ Oh. Experience with selling limited to caricatures of sales from movie and TV. That’s why.Personal predilection away from selling behaviors. Fond memories of those dicks who went into sales…
  • 9. @FrancisBrero The Product Led funnel is linear: Activation, Engagement, Conversion “ PLG Myth #2
  • 10. 50% of conversions after trial-end @FrancisBrero
  • 11. © 2018 MadKudu Inc. Proprietary and Confidential It can take a village... averageOPEN OPPORTUNITY CLOSED-WON OPPORTUNITY Developers Designers Analysts Project & Product Managers Marketers CEOs Founders Directors average @FrancisBrero
  • 12. B2B Sales is inherently complex LORD OF THE RINGS @FrancisBrero
  • 13. @FrancisBrero The consumerization of B2B means buyers want to self-serve “ PLG Myth #3
  • 14. @FrancisBrero “The way to maximize freedom is to maximize choice” Current industrial society dogma FROM TO
  • 15. @FrancisBrero The Paradox of Choice Marketing automation platform: 206 CRM: 375 Sales Automation: 243 Live Chat solutions: 288 E-Signature: 149 Distinct Smarketing Stacks: 805 billion
  • 16. @FrancisBrero 70% of the time people spend watching youtube is driven from algorithmic recommendations “
  • 17. @FrancisBrero How to: Product Led Onboarding @FrancisBrero
  • 18. @FrancisBrero Analyze Product metrics through the lens of your ICP
  • 19. @FrancisBrero Beware of averages Simpson Paradox: Even though they perform better in every lead source Lead Source Good leads # Good Leads CvR Bad leads # Bad Leads CvR Total 3140 3.69% 510 3.73% Referrals 351 17.40% 253 7.20% PPC 2789 2.00% 257 0.40% Good leads perform worse than Bad leads @FrancisBrero
  • 20. @FrancisBrero Daily retention analysis Company: High volume, B2B, SaaS, Freemium Day 2 retention: < 50% @FrancisBrero
  • 21. @FrancisBrero 75% of each monthly cohort is low fit (spam, disposable emails, consumers…) for the product. Cohort qualification @FrancisBrero
  • 22. @FrancisBrero Very Good & Good fit leads display excellent retention Day 2 retention: > 80% Daily retention by customer fit @FrancisBrero
  • 23. @FrancisBrero Not all leads are created equal, Segmentation is key “ @FrancisBrero
  • 25. @FrancisBrero Segment by Use-case (CloudApp) Engineering Hi Jeff, I'm Scott, VP of Sales at CloudApp. We're so excited you've joined CloudApp! To get the most out of CloudApp, be sure to install CloudApp on your computer and take your first screenshot. I noticed you work in product at Scripps Networks Interactive. CloudApp allows product teams to quickly annotate features or use cases to customers and developers alike. If a picture is worth a thousand words, imagine what an annotated picture is worth. Give it a try and let us know if you have any questions. - Scott Product Hi Mike, I'm Scott, VP of Sales at CloudApp. We're so excited you've joined CloudApp! To get the most out of CloudApp, be sure to install CloudApp on your computer and take your first screenshot. I noticed you work in engineering at Pure Storage. Engineers tend to be big fans of CloudApp because it allows them to quickly capture and share that bug or that cool feature they've been working on. Introduce CloudApp to your team and you'll be forever known as the office hero. Give it a try and let us know if you have any questions. - Scott
  • 26. @FrancisBrero Segment by Onboarding goals averagePRODUCT ACTIVATION ECOM CONVERSION Developers Account Executives Analysts Project & Product Managers Marketers CEOs Founders Directors average @FrancisBrero
  • 27. @FrancisBrero Onboarding campaigns Seniority Based Outreach Goal: contact decision-makers to encourage purchase (or upgrade) of a team plan Audience: new user, likely to be Buyer Timing: six messages over 30 days Content: value of having a team plan for individual users and account management features overview Goals: - Schedule meeting to discuss benefits - Upgrade to team plan - Invite team members Goal: stay in touch with new signups and teach them how to use the app Audience: new signups, likely to be Adopter Timing: six messages within 14 days Content: tutorials on how to use the product and call to action to create a team Goals: - Activate the product - Invite more users - Add Credit card if single-user (small company) New User Signups
  • 28. @FrancisBrero Adopter vs Buyer CTA Account Executive - Adopter Hi Jason, I'm Scott, VP of Sales at CloudApp. We're so excited you've joined CloudApp! Your time is valuable, and I wanted to help jumpstart the onboarding by offering a quick product overview to ensure your team gets the most out of it. Feel free to pick a time that works for you here. Additionally, here are some quick resources on how CloudApp can help your sales, engineering, and customer team. Looking forward to our conversations. - Scott Hi Andrew, I'm Scott, VP of Sales at CloudApp. We're so excited you've joined CloudApp! To get the most out of CloudApp, be sure to install CloudApp on your computer and take your first screenshot. I noticed you are in a sales role at BuySellAds. Your customers will love you when you show them rather than telling them. The next time a customer asks "can you show me that again?", wow them with a GIF or an annotated screenshot. Give it a try and let us know if you have any questions. - Scott CEO - Buyer

Notes de l'éditeur

  1. Embrace complexity and use data to solve for it
  2. As marketing leaders, it is your responsibility to understand how to leverage data as a competitive advantage. We’re going to discuss a couple real life examples/situations => goal is to inspire you to ask these questions to the team and challenge internal as well as external analyses