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The Process and Practicalities in Building a Lead Nurture and Marketing Automation Program

Process & Practicalities in Building a Lead Nurture and Marketing Automation Program

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Presented by the MD of Green Hat, this presentation overviews our 3C3P methodology in planning and implementing a successful lead nurture and marketing automation program. For more information, please visit our website on www.green-hat.com.au or call +61 3 9290 9777.

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Page 1: Process & Practicalities in Building a Lead Nurture and Marketing Automation Program

The Process and Practicalities in Building a Lead Nurture and Marketing Automation Program

Page 2: Process & Practicalities in Building a Lead Nurture and Marketing Automation Program

LNAP Processing

DatabaseContent

Today we are talking about …Marketing Process Re-Engineering

Page 3: Process & Practicalities in Building a Lead Nurture and Marketing Automation Program

Reality #1

The ‘Invisible Buyer’ … has gone online

The Balance of Power has shifted

Page 4: Process & Practicalities in Building a Lead Nurture and Marketing Automation Program

t Reality #2

Sales & Marketing are not singing from the same song book

Integrate lead management

Plan & execute jointly

Align goals & KPIs

Page 5: Process & Practicalities in Building a Lead Nurture and Marketing Automation Program

Reality #3

The CEO is expecting more from the marketing spend (and so by the way is Sales)

Page 6: Process & Practicalities in Building a Lead Nurture and Marketing Automation Program

Reality #4 And, of course, Big Data

Page 7: Process & Practicalities in Building a Lead Nurture and Marketing Automation Program

What new challenges does this present for today’s Modern Marketer?Find the prospect

Cultivate a virtual & online relationship

Select right channels

Achieve new KPIs (aligned with Sales)

Page 8: Process & Practicalities in Building a Lead Nurture and Marketing Automation Program

… and added to that,we need compelling content

to keep the conversation going.

Page 9: Process & Practicalities in Building a Lead Nurture and Marketing Automation Program

Let’s have a look to a 6-Step formula to help us through…

the 3C3P Methodology

Contacts

Communications

Content

Process

Performance

Platform

Page 10: Process & Practicalities in Building a Lead Nurture and Marketing Automation Program

Step 1ContactsLet’s start with the b2b buyer…

Page 11: Process & Practicalities in Building a Lead Nurture and Marketing Automation Program

Build a Persona of your typical buyers. Get feedback from Sales and research the buyers themselves.

My KPIs

My Challenges

What I’m not interested in

Challenges in communicating with me

How I like to receive information

What I’m interested in

My buying processWho am I?40+ male, works long hours, ambitious, independent, looks for opportunities to move forward and is comfortable leading the way

Page 12: Process & Practicalities in Building a Lead Nurture and Marketing Automation Program

Data gets lots of ‘air time’ but not enough ‘work time’

All Contacts 68,113

Contacts with email 57,825

Contact s with email & Key Position Codes

40,918

Opt-in Key Contacts

27,074

Opt-in Key Responders

Page 13: Process & Practicalities in Building a Lead Nurture and Marketing Automation Program

Step 2Communications Channels & Streams

Page 14: Process & Practicalities in Building a Lead Nurture and Marketing Automation Program

Decide your ideal channels to use to nurture your buyers. Our top 4 today in b2b are …

Contextual Email channel

Web channel

Tele channel

Social channel

Page 15: Process & Practicalities in Building a Lead Nurture and Marketing Automation Program

Create contextual email streams to deliver the right content to the right person at the right time

Technology Stream (CIO, ITM,

ITP)Profilin

g Trackin

g Scoring

Pain Point #1

Thought Leadership

Nurture Streams

Tactical Bursts(solution

positioning)

Business Stream (GM, LOB Exec)

Pain Point #2

Pain Point #3

Pain Point #4

Opportunity Streams

(tele initiated)

Pain Point #1

Pain Point #2

Pain Point #3

Pain Point #4

Finance Stream(CFO, Finance)

Page 16: Process & Practicalities in Building a Lead Nurture and Marketing Automation Program

Differentiate your thought leadership communications with program branding

Page 17: Process & Practicalities in Building a Lead Nurture and Marketing Automation Program

Step 3Content

Page 18: Process & Practicalities in Building a Lead Nurture and Marketing Automation Program
Page 19: Process & Practicalities in Building a Lead Nurture and Marketing Automation Program

Develop a Content Map & Strategy to deliver timely content in the buying process

Buyer segments

Content media types

Examples of Thought Leadership assets

Examples of Solution Positioning assets

Page 20: Process & Practicalities in Building a Lead Nurture and Marketing Automation Program

Top 6 Tips for Content Management:1. Recycle & re-purpose content2. Use trusted third party content3. Use video content 4. Gate content mid-pipeline, not at pipeline entry5. ‘Mobilise’ your content (responsive design)6. Appoint a Content Curator

Page 21: Process & Practicalities in Building a Lead Nurture and Marketing Automation Program

Step 4Process & Integration

Integration #1 – Multi-Channel Campaigns

Integration #3 – Technology/Platforms

Integration #2 – Sales & Marketing

Page 22: Process & Practicalities in Building a Lead Nurture and Marketing Automation Program

MarketingQualified

Leads

Thought Leadership StreamsTactical Burst Streams

Opportunity Streams

Social Media & Forums

Tele Marketing Content

Contact Acquisition

Search Marketing

Online Adverts Events

Lead Nurture & Automation Program (+CRM)

Website

Develop your LNAP to become your central communications backbone interlocking all channels

Page 23: Process & Practicalities in Building a Lead Nurture and Marketing Automation Program

So what are the process levers you

need to control in your LNAP plan?

Host ‘Brand’

Cadence

Explicit & Implied Profiling

Content Gating

Lead Scoring

Lead Routing

Tele-Nurturing

Page 24: Process & Practicalities in Building a Lead Nurture and Marketing Automation Program

Step 5Performance & Measurement

Attract

Qualify

Engage

Close

Database Quality | Opt-in | Source

Online Response | Profiling | Lead Score, Velocity, Leakage

AQL | MQL | SQL | xQL Cost & Conversion Rates

Orders & Revenue

Page 25: Process & Practicalities in Building a Lead Nurture and Marketing Automation Program

Some automation tools provide dashboards to help track pipeline stages through to revenue

Page 26: Process & Practicalities in Building a Lead Nurture and Marketing Automation Program

… and reporting for campaign effectiveness and (lead) attribution …

Page 27: Process & Practicalities in Building a Lead Nurture and Marketing Automation Program

Step 6Platform

Page 28: Process & Practicalities in Building a Lead Nurture and Marketing Automation Program

Customisable reporting

Progression/Attribution reporting

Flexible lead scoring

Social Media integrationEvent integrationCRM integration

Key considerations when selecting a Marketing Automation Platform

Flexible response triggering

Page 29: Process & Practicalities in Building a Lead Nurture and Marketing Automation Program

Meet some of the new players in the Modern Marketing team (internal & external)?

Chief Marketing TechnologistContent Curator/CoordinatorContent EditorMarketing Automation TechnologistData Analytics SpecialistDigital/Web Specialist

Page 30: Process & Practicalities in Building a Lead Nurture and Marketing Automation Program

The Wrap Up

1. Plan the process upfront2. Develop a content strategy3. Spend time on the data (garbage in, garbage out)4. Align Marketing and Sales (goals, process, structures)5. Think 3C3P to drive your Lead Nurture & Automation

Program

Page 31: Process & Practicalities in Building a Lead Nurture and Marketing Automation Program

Thanks!

Page 32: Process & Practicalities in Building a Lead Nurture and Marketing Automation Program

Want to know more?

Visit us www.green-hat.com.auTweet us @greenhatmktg

Call us +61 3 9290 9777