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David Cacioppo, emfluence
david@emfluence.com
Building the Right Lead Nurture Series
for Your Audience
@dcacioppo
#emflconf@emfluence
#emflconf@emfluence
What is lead nurturing?
Lead nurturing is the process of building a relationship with prospective
buyers who are not ready to buy yet, developing relationships with them at
every stage of the sales funnel, and through every step of the buyer’s journey.
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What is marketing automation?
Marketing automation refers to software platforms and technologies designed
for marketing departments and organizations to more effectively market on
multiple channels online (such as email, social media, websites, etc.) and
automate repetitive tasks.
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Why is it so important?
Leads are
Expensive.
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Why is it so important?
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You have two options.
Reduce the cost per lead.
Or, increase the close rate.
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Lead nurturing is not new. It’s the new normal.
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Lead nurturing is not new. It’s the new normal.
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Brand Inconsistency & Unstructured Outreach
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Four Part Lead Nurture Series Over 10 Days
Data enters and exits group via syncs with CRM.
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Challenges
• Resistance from the Admissions Advisors
• Buy in from Management
• Budget approval
• Data synchronization
• Messaging approval
To get things moving it was positioned as a short term test.
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Automation. It works. It really works.
The test increased the close rate by 5% for ˜15 Admissions Reps.
Rolled out to over 400 Admissions Reps and began A/B testing.
Revenues were at $2.1 Billion in 2011. (DeVry Annual Report)
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What about the rest of us?
What are we doing now?
What should we be doing?
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Spend Your Time Wisely
Survey of where
email marketers
focus most of
their resources.
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Spend Your Time Wisely
Most marketers
are focused here.
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Spend Your Time Wisely
They should be
focused here.
These tactics pay
off consistently
and over longer
periods of time.
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Of the marketers who buy into
the concept of automation,
what are their goals?
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We know why we should do it.
We know we need goals.
Now what?
Six Major Categories of Nurturing and Automation
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Categories of Nurturing and Automation
• Triggers, Auto Responders and Transactional (single message)
Order confirmation, profile view, weather alert, password change
• Welcome and Onboarding (1 to 3 messages)
• Lead Nurture (3 to 10+ messages)
• Event Promotion and Registration (5 to 10 messages)
• Life cycle and engagement (may be in the dozens)
• Win back – Re-engagement (fewer than 5)
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What you need to make it happen
• Strategy
• Data from your CRM, website, custom app, or shopping cart
• Marketing automation platform
• Stakeholder buy in
• Production resource
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Keys to Winning
• Relevant Messaging
• Accurate and Accessible Data
• Appropriate Timing
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Real World Examples
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Small Business Example
Business to Consumer Services
KC Waterproofing
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KC Waterproofing
Relevancy: They already know I have
a problem.
Data: Simple CRM – basic contact
info, service needed, ability to track
through the sales funnel.
Timing: Immediate need confirmed.
Reinforced need based on weather
forecast.
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KC Waterproofing
Appointment follow up and estimate.
Data in use:
Basic contact information
Specific need for service (foundation issue)
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KC Waterproofing
Weather Alert – Sales Nudge
Data in use:
Basic contact information
Specific need for service (foundation issue)
Weather info
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KC Waterproofing
Estimate sent, upsell
Data in use:
Basic contact information
Advance in CRM to estimate stage
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KC Waterproofing
Accepted estimate, scheduling and
billing procedure
Data in use:
Basic contact information
Advance in sales funnel in CRM to
closed/won
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KC Waterproofing
Preparing for appointment
Data in use:
Basic contact information
Appointment date
Advance in CRM to appointment stage
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KC Waterproofing
Scheduling and Supervisor Assignment
Data in use:
Basic contact information
Advance in CRM to scheduling stage
Supervisor assignment
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Small Business Example
Business to Consumer Services
Gutter Cover KC
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Gutter Cover KC
Relevancy: They already know I have
a problem.
Data: Simple CRM – basic contact
info, known need, tracking through
the sales funnel.
Timing: Immediate need confirmed.
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Gutter Cover KC
Appointment follow up, reassurance
from multiple review sites
Data in use:
Contact info for both decision makers
Specific problem(basement flooding)
Current information about review sites
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Gutter Cover KC
2nd appointment follow up,
additional reassurance of quality
Data in use:
Basic contact info
Product quoted
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Gutter Cover KC
Estimate sent
Data in use:
Basic contact info
Link to estimate
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Major Retailer
Abandoned Cart Example
Business to Consumer
Amazon
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Amazon – Abandoned Cart
Relevancy: Item was added to my
cart, they know I am interested.
Data: CRM – basic contact info,
shopping cart ID and URL structure,
product info.
Timing: Within 48 hours of initial
search.
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Major Retailer Lifecycle Example
Business to Consumer
Amazon Echo
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Amazon Echo – Order Confirmation
Relevancy: Confirmed purchase.
Data: CRM –contact info, item
purchased, delivery info, lookup table
for additional items to consider.
Timing: At the point of shipping.
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Amazon Echo – Welcome
Relevancy: I own a brand new echo.
Data: Account info, shipping timeline
and product purchased.
Timing: Within a few days of the
product arriving.
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Amazon Echo – Welcome
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Amazon Echo – Cross Sell
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Amazon Echo – Engagement Series
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Amazon Echo – Engagement Series
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Amazon Echo – Intro to Shopping
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Amazon Echo – Ongoing Cadence
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Online Publisher
Lifecycle Campaign
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BabyCenter – Lifecycle Engagement
Relevancy: Self identified has
having a newborn.
Data: CRM – basic contact info,
baby DOB.
Timing: Timed with the DOB and
then milestones throughout the
campaign.
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BabyCenter – Lifecycle Engagement
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BabyCenter – Cadence
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Software as a Service
Business To Business
Lifecycle Campaign
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Twilio Lifecycle
Relevancy: Self identified as
interested.
Data: CRM – basic contact info,
business info, level of interest,
potential as a client.
Timing: Immediately begins on
registration.
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Twilio Lifecycle - Welcome
Welcome message
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Twilio Lifecycle
Sales outreach, qualification
Data in use:
contact info
assigned account rep.
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Twilio Lifecycle
Engagement
Data in use:
contact info
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Twilio Lifecycle
Engagement
Data in use:
contact info
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Twilio Lifecycle
Engagement Survey
Data in use:
contact info
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Twilio Lifecycle – Win Back
Win Back email
Data in use:
contact info
last log in date
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Social Network
Profile Build Out Campaign
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Athlete Network – Profile Buildout
Relevancy: I registered. It’s all about
me.
Data: CRM/Custom Application
with profile information.
Timing: Immediately or very soon
after registration.
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Athlete Network – Profile Buildout
Missing employment information
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Athlete Network – Profile Buildout
Missing five traits information
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Athlete Network – Profile Buildout
Missing athletic goals information
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Athlete Network – Ongoing Engagement
Engagement tactic to drive member
back to the site.
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Let’s talk about you.
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David Cacioppo, emfluence
david@emfluence.com
Building the Right Lead Nurture Series
for Your Audience
@dcacioppo

Building the right email nurture for your audience