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Sales and Marketing funnels
Sales and Marketing Funnel
Sales and Marketing Model
Are SMB using CRM?
Lead Nurturing Defined
Lead nurturing is a relevant and consistent
dialog with viable potential customers,
regardless of their timing to buy.
Ideal Customer Profile
Define Your Ideal Customer Profile
• Sweet spot – ideal fit
• Most common criteria:
– Industry code
– Revenue
– Employee size
– Trigger events
– Sphere of influence
Your Universal Lead Definition
• Allow leads to be scored and prioritized
• Defines the degree of sales readiness
• Requires buy in from sales and marketing
Resource: “How to Precisely Define a "Lead" Before Marketing Begins”
http://www.startwithalead.com/article.asp?ARTICLEID=283
Build Your Lead Nurturing Library
What tools could your customer use and allows you to nurture
them at the same time
Resource: “Content Ideas for Lead Nurturing”
http://blog.startwithalead.com/weblog/2007/08/content-ideas-1.html
Develop Lead Nurturing Tracks
Step 7: Develop Lead Nurturing Tracks
Multi-track Lead Nurturing
Tip: Crawl, Walk, Run
(Client Plan for Q1 Audience 3 Contacts Deep)
CIO Q1 2008
Month 1 Free executive report via direct mail with follow-up call
Month 2 Invitation to executive roundtable via e-mail with follow-up call
Month 3 Link to relevant Podcast via e-mail with follow-up voicemail
Director of IT Q1 2008
Month 1 3rd party article via e-mail and voice mail
Month 2 3rd party article via e-mail with follow-up
Month 3 Link to relevant webinar via e-mail with follow-up call
IT Manager Q1 2008
Month 1 Relevant white paper via e-mail with voice mail
Month 2 Direct mail piece
Month 3 Invitation to webcast via e-mail with follow-up call
Executing Lead Nurturing
Tracking and Managing Your Leads
Company Touchpoint History
04/30/2008 - Called - Rory Smith - Talked to DM
04/20/2008 - Called - Rory Smith - Got voice mail
04/17/2008 - Email Link Clicked - Rory Smith - Campaign 2008-04-17
04/17/2008 - Email Sent - Rory Smith - Message: How to optimize your outsourced teleprosp
04/17/2008 - Email Sent - Sylvie Jones - Message: How to optimize your outsourced teleprosp
04/17/2008 - Email Sent - Joel Koppelman - Message: How to optimize your outsourced teleprosp
04/08/2008 - Called - Rory Smith - Talked to DM
03/26/2008 - Called - Rory Smith - Talked to DM
03/20/2008 - Called - Rory Smith - Talked to DM
03/20/2008 - Called - Rory Smith - Got voice mail
03/19/2008 - Touchpoint - Rory Smith - Inquiry - Web
03/13/2008 - Email Link Clicked - Sylvie Jones - Campaign 2008-03-13
03/13/2008 - Email Sent - Sylvie Jones - Message: Why cost-per-lead budgets fail
03/13/2008 - Email Sent - Joel Koppelman - Message: Why cost-per-lead budgets fail
02/14/2008 - Email Sent - Sylvie Jones - Message: Using the phone in your lead generation s
02/14/2008 - Email Sent - Joel Koppelman - Message: Using the phone in your lead generation s
02/07/2008 - Called - Mitchell Codkind - Got voice mail
02/04/2008 - Called - Kelly Henry - Got voice mail
01/31/2008 - Called - Sylvie Jones - Got voice mail
01/29/2008 - Called - Sylvie Jones - Got voice mail
01/24/2008 - Touchpoint - Sylvie Jones - Blog Subscription - B2B Lead Generation

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Develop Lead Nurturing Tracks for SMBs

  • 5. Lead Nurturing Defined Lead nurturing is a relevant and consistent dialog with viable potential customers, regardless of their timing to buy.
  • 6. Ideal Customer Profile Define Your Ideal Customer Profile • Sweet spot – ideal fit • Most common criteria: – Industry code – Revenue – Employee size – Trigger events – Sphere of influence
  • 7. Your Universal Lead Definition • Allow leads to be scored and prioritized • Defines the degree of sales readiness • Requires buy in from sales and marketing Resource: “How to Precisely Define a "Lead" Before Marketing Begins” http://www.startwithalead.com/article.asp?ARTICLEID=283
  • 8. Build Your Lead Nurturing Library What tools could your customer use and allows you to nurture them at the same time Resource: “Content Ideas for Lead Nurturing” http://blog.startwithalead.com/weblog/2007/08/content-ideas-1.html
  • 10. Step 7: Develop Lead Nurturing Tracks Multi-track Lead Nurturing Tip: Crawl, Walk, Run (Client Plan for Q1 Audience 3 Contacts Deep) CIO Q1 2008 Month 1 Free executive report via direct mail with follow-up call Month 2 Invitation to executive roundtable via e-mail with follow-up call Month 3 Link to relevant Podcast via e-mail with follow-up voicemail Director of IT Q1 2008 Month 1 3rd party article via e-mail and voice mail Month 2 3rd party article via e-mail with follow-up Month 3 Link to relevant webinar via e-mail with follow-up call IT Manager Q1 2008 Month 1 Relevant white paper via e-mail with voice mail Month 2 Direct mail piece Month 3 Invitation to webcast via e-mail with follow-up call
  • 11. Executing Lead Nurturing Tracking and Managing Your Leads Company Touchpoint History 04/30/2008 - Called - Rory Smith - Talked to DM 04/20/2008 - Called - Rory Smith - Got voice mail 04/17/2008 - Email Link Clicked - Rory Smith - Campaign 2008-04-17 04/17/2008 - Email Sent - Rory Smith - Message: How to optimize your outsourced teleprosp 04/17/2008 - Email Sent - Sylvie Jones - Message: How to optimize your outsourced teleprosp 04/17/2008 - Email Sent - Joel Koppelman - Message: How to optimize your outsourced teleprosp 04/08/2008 - Called - Rory Smith - Talked to DM 03/26/2008 - Called - Rory Smith - Talked to DM 03/20/2008 - Called - Rory Smith - Talked to DM 03/20/2008 - Called - Rory Smith - Got voice mail 03/19/2008 - Touchpoint - Rory Smith - Inquiry - Web 03/13/2008 - Email Link Clicked - Sylvie Jones - Campaign 2008-03-13 03/13/2008 - Email Sent - Sylvie Jones - Message: Why cost-per-lead budgets fail 03/13/2008 - Email Sent - Joel Koppelman - Message: Why cost-per-lead budgets fail 02/14/2008 - Email Sent - Sylvie Jones - Message: Using the phone in your lead generation s 02/14/2008 - Email Sent - Joel Koppelman - Message: Using the phone in your lead generation s 02/07/2008 - Called - Mitchell Codkind - Got voice mail 02/04/2008 - Called - Kelly Henry - Got voice mail 01/31/2008 - Called - Sylvie Jones - Got voice mail 01/29/2008 - Called - Sylvie Jones - Got voice mail 01/24/2008 - Touchpoint - Sylvie Jones - Blog Subscription - B2B Lead Generation