An eight-step success plan for crafting your campaigns with marketing automation using funnel design, content marketing, social media and email marketing.
2. Building Digital
Campaigns
1. Targeting
2. Funnel Design
3. Lead Management
4. Sales Handoff
5. Email Marketing
6. Social Media Engagement
7. Content Planning and
Promotion
8. Analysis
3. Targeting
Understand your target’s
identity:
Background
Job roles
Goals
Challenges
Interview recent sales wins to
understand why they chose
your solution
Survey sales losses on why
they chose another provider
Ask the sales team about
major hurdles
Check how competitors are
targeting and segmenting
audiences
4. Funnel Design
What content do we have
and what do we need to:
Educate
Nurture
Convert our leads?
Map out lead gen content
and offers
Correlate content to target
markets and buyer stages
Fill in any gaps as needed
5. Lead Management
Create a lead flowchart with:
Different routes for buyer
journeys
Push points for reconversion
Progressive profiling as
buyer data grows
Flesh it out with:
Marketing CTAs
Personalization points
Scalability via software
6. Sales Handoff
Assign marketing and sales
roles for lead qualification;
refine the flow:
Establish buy-in for
partnership
Plot lead qualification
standards
Outline contact and tracking
processes
Adapt sales plans for lead
types (leads, qualified leads,
sales ready leads)
Engage a closed-loop
reporting model
8. Email Marketing
Some leads require more
education – email’s a good
fit
Map out the details:
Which leads will you target
via email?
What content can help
educate a buyer considering
competitors?
What’s the best way to
present it?
How often will you be
contacting them?
9. Social Media
Engagement
Aggregate third-party
content (10-4-1 rule)
Choose your platforms
carefully
Tailor content postings to
support your campaign
objectives
Employ paid outreach to
target specific markets
10. Content Marketing
Add ongoing campaign
content to your editorial
calendar
Create topics and
approaches to woo a variety
of leads
Employ an “all roads lead to
Rome” approach with:
Paid Advertising
SEO
Marketing Collaterals
Aggregated Content
Guest Posts
11. Metrics and Analysis
Set goals for:
Website traffic/onsite activity
Leads created
Leads qualified
Leads won – customers
created
Follow the SMART goal
framework:
Specific
Measurable
Attainable
Relevant
Time-bound
Draft a reporting schedule for
the duration of the campaign
Retool after analysis;
implement findings for the
next campaign