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Customer Success & Marketing:
Scaling Your Nurture Program
January 21, 2015
Housekeeping
• Q&A panel on your right
• Recording for colleagues who can’t make it
• All attendees will receive slides
• Twitter hashtag #customersuccess
On Your Mind?
• Strategy
• What is customer marketing and why should I care?
• What is the role of communications vs. offers?
• Where does this role fit in my organization and who does it report to?
• Implementation
• What are the challenges I should be aware of as I start a program?
• What should my game plan look like?
• What technologies will I need?
Our Speakers
Anthony Nygren
Executive Vice President
@emistrategic
Jen Gray
PhoneGap Marketing Manager
@jen_l_gray
Strategy
Customer Success
Marketing: How to Keep
Climbing the Mountain
January 21, 2015
15 Broad Street, Boston, MA 02109 www.emiboston.com
Page 7www.emiboston.com @mktg4technology
Industry Knowledge Functional Experience
Research and Strategy Creative Execution
Who Is EMI Strategic Marketing?
Strategic, Creative, Pragmatic
Solutions for Optimizing
Customer Lifetime Value
We have…
We do…
Page 8www.emiboston.com @mktg4technology
“Nurturing” vs “Marketing” vs “Coaching”
 Don’t fool yourself: you’re trying to get
them to do what you want them to do…
 …but you’re not always trying to
push them to buy
Page 9www.emiboston.com @mktg4technology
One Funnel vs Two Funnels vs Funnel after Funnel
Deal
Maximize CLV
Old Model Captures “Post-Contract” Effort…
…but loses the focus
“In a recurring
revenue business,
there’s always
another purchase”
– Dan Steinman
Page 10www.emiboston.com @mktg4technology
OR: The bear went over the mountain
 Customer marketing/coaching
is a never-ending effort to
INFLUENCE CUSTOMER
BEHAVIOR in the direction of
adoption, expansion, renewal,
maximization of lifetime value,
with always more on the
horizon…
 …and hopefully you’ll be as
happy doing it as this guy
Page 11www.emiboston.com @mktg4technology
To successfully influence, you must…
Have an objective
Get and maintain the
audience’s attention
(and then execute well)
Page 12www.emiboston.com @mktg4technology
How to define objectives
 Influence Timing
Do you want to affect
behavior NOW or in the
FUTURE?
 Influence Targeting
Do you want to affect an
individual’s behavior or a
whole group’s?
TimingImmediate
Long-Term
Individual
Segment/All
Have an objective
Get and maintain the
audience’s attention
Audience
Page 13www.emiboston.com @mktg4technology
Turn objectives into tactics
Customer feedback
survey invitation
Monthly
eNewsletter
New feature/service
promotion
Training
next steps email
Immediate
Long-Term
Individual
Segment/All
Have an objective
Get and maintain the
audience’s attention
Page 14www.emiboston.com @mktg4technology
How to get and maintain audience attention
You EARN it.
By creating a program
that:
 Is relevant
 Delivers value
Have an objective
Get and maintain the
audience’s attention
Page 15www.emiboston.com @mktg4technology
Be relevant. Deliver value.
Be Relevant
 Who is the audience?
 Company/Industry
 Role
 Needs
 What is the audience doing?
 App usage
 Training
 Previous behavior
Have an objective
Get and maintain the
audience’s attention
Deliver Value
 Understand “value”
 Don’t always sell*
 Make it about them, not you
 Tell them something new
 Keep it simple
*Not to be confused with “Don’t ever sell”
Page 16www.emiboston.com @mktg4technology
Is it really worth the work?
Add value / Increase “stickiness”Open door to new opportunities
Page 17www.emiboston.com @mktg4technology
Who is responsible?
 Knowledge of
customers
 Understanding of
lifecyle and points
of friction
 Context of other
customer
communications
 Experience
influencing behavior
 Knowledge of
segmentation and
targeting
 Expertise with
marketing best
practices
Customer
Marketing /
Coaching Sweet
Spot
MarketingCustomer Success
Page 18www.emiboston.com @mktg4technology
Contact Info
Anthony Nygren
617-226-4304
anygren@emiboston.com
@emistrategic, @mktg4technology
Page 19July 22, 2014www.emiboston.com @mktg4technology
Implementation
Marketing. Your
customer success
strategy’s
SECRET WEAPON
Customer Success
Marketing?
#1 Challenge silos
Customer
Support
Sales
CSM
EducationProduct
Consulting
Onboarding
#2 Challenge pre vs. post sale
#3 Challenge inside looking out
#4 Challenge resources
more for yourBANG
About your graphics…
no yes
Marketing
knows
stuff…
Customer expansion?
References? Case
studies?
yes
yes
yes
Wait a second…
• Lead nurturing = customer
nurturing
• Sales enablement = CS
enablement
• Lead conversion = renewal
Align
Brand
Communicate
let’s get started
Step 1: righting the ship
Customer
Support
Sales
CSM
EducationProduct
Consulting
Onboarding
Step 2: customer lifecycle
Step 3: mavens
Step 4: onboarding CX
• Echo pre-sale message
• Makes sense
• Clarity
- CTAs
- Who’s Who
- What to expect
Step 5: email marketing
embrace it!
Tip #1 Create Milestones
Tip #2 Use what you know
• Industry
• Use case
• Product
• Behavior
Tip #2 But don’t be creepy…
Tip #3 Not too marketing-y
• Value-driven
• 1:3 ratio – you:customer
• Tone
Tip #4 Too many/unclear CTAs
Tip #5 Eliminate confusion
Tip #6 Be human
• What’s in it for them?
• What did you do for them lately?
• Who do they connect with?
Tip #7 Branding
Tip #8 Communicate
Customer
Support
Sales
CSM
EducationProduct
Consulting
Onboarding
Step 6: expansion & advocacy
• Upsell/cross-sell campaigns
• Referral campaigns
• Build in reference and case study
indicators in QBRs
• Create rewards program
Misc. tips
• Customer success marketing is a
revenue generator
• Start small
• Have fun!
Questions?
Power With Customer Success Data
Automate Success Communications
Thank You!
January 21, 2015

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