SlideShare a Scribd company logo
#heroconf@michellemsem @ClixMarketing
Lead Generation Strategies
Michelle Morgan | Director of Client Services
#heroconf@michellemsem @ClixMarketing
Audience Participation Warning!
#heroconf@michellemsem @ClixMarketing
Who is this?
#heroconf@michellemsem @ClixMarketing
Who are they?
#heroconf@michellemsem @ClixMarketing
Ecom vs Lead Gen
Ecommerce Lead Generation
#heroconf@michellemsem @ClixMarketing
9.58 2:01:390:00:09.58
#heroconf@michellemsem @ClixMarketing
Ecommerce vs Lead Gen
Ad Click
Add to Cart
Check Out
Revenue
Ad Click
Fill Out Form
Form Submit
Qualifying Stage
Consideration Stage
Offer Made
Contract Signed
Revenue*Heinous oversimplifications
#heroconf@michellemsem @ClixMarketing
About Me
Lead gen my entire career
Lead Gen > Ecommerce
#heroconf@michellemsem @ClixMarketing
● Getting Leads
● Improving Quality
● Converting Down the Funnel
Agenda
#heroconf@michellemsem @ClixMarketing
Generating Leads
#heroconf@michellemsem @ClixMarketing
● Choosing your keywords
● Writing ad copy
● Who you should target
● Building landing pages
● Bidding strategies
What I’m NOT Going to Talk About:
#heroconf@michellemsem @ClixMarketing
Your Calls to Action Are
Terrible
(*Probably)
#heroconf@michellemsem @ClixMarketing
“How long is this
gonna take?”
“Do I have to pause
Jeopardy?”
“Don’t steal my
identity!”
#heroconf@michellemsem @ClixMarketing
How Expensive Are Your CTAs?
#heroconf@michellemsem @ClixMarketing
“It’s nice to meet you…give me your wallet.”
#heroconf@michellemsem @ClixMarketing
Don’t Always Jump to the Most Expensive CTA
● Would you request a demo for super expensive software after the first touch?
● This can work sometimes, but not always.
● Better yet, why not try to provide some value to your customers?
#heroconf@michellemsem @ClixMarketing
#heroconf@michellemsem @ClixMarketing
#heroconf@michellemsem @ClixMarketing
Give the User Something in Return
● Whitepapers
● Industry reports
● Webinars
● Calculator
● Access to a Calendar
● Custom quiz
● Size finder
● Contests
● Interactive video
● Build a game
#heroconf@michellemsem @ClixMarketing
#heroconf@michellemsem @ClixMarketing
#heroconf@michellemsem @ClixMarketing
Ideally, We’ll Have CTAs for All Stages of the Funnel
Not everyone is at the same stage of
the buyer funnel.
Create CTAs for each of them.
Awareness
Interest
Consideration
Action
#heroconf@michellemsem @ClixMarketing
Create a Chart and See Where You Have Gaps
Funnel Stage Call to Action Price to User Value to You
Awareness Video View $ Audience
Interest Content View $$ Engagement
Consideration Tool Use $$$ Partial Info
Action Demo $$$$ All Info
If you’re missing a stage, go build another CTA!
#heroconf@michellemsem @ClixMarketing
Not All Conversions Happen
on Your Website
#heroconf@michellemsem @ClixMarketing
Audience Participation Warning!
#heroconf@michellemsem @ClixMarketing
What is this?
#heroconf@michellemsem @ClixMarketing
Here’s a hint…
#heroconf@michellemsem @ClixMarketing
#heroconf@michellemsem @ClixMarketing
● Form Fills
● Phone Calls
● Live Chat
● Direct Messages
● Text Responses
● Carrier Pigeons
● Smoke Signals
● Aura Changes
● Pheromones
Track All Touchpoints
#heroconf@michellemsem @ClixMarketing
Remember All This Stuff I Just Told You To Build?
● Whitepapers
● Industry reports
● Webinars
● Calculator
● Access to a Calendar
● Custom quiz
● Size finder
● Contests
● Interactive video
● Build a game
#heroconf@michellemsem @ClixMarketing
Track All of It In Any Way You Can
● Website scripts
● Call tracking software
● Chat tools
● Lead gen integrations
#heroconf@michellemsem @ClixMarketing
● The first…
We Track Everything for 2 Reasons
#heroconf@michellemsem @ClixMarketing
Stop Wasting Money on
Duplicate Leads
#heroconf@michellemsem @ClixMarketing
The Purpose of Lead Gen
Our Bank Account
#heroconf@michellemsem @ClixMarketing
Exclude Known Leads:
Scripts
• Cookies to track user
behavior
• Instant
• Time restricted
• Cookies can be
removed
Engagement
Audiences
• Leverages platform
engagement tracking
• Not transferrable
across channels
Customer
Uploads
• No time limit
• Captures all sources
• Matching isn’t
always perfect
#heroconf@michellemsem @ClixMarketing
Customer Uploads: Always Use the Extras
#heroconf@michellemsem @ClixMarketing
Create Audiences
from Lead Form
Interactions
#heroconf@michellemsem @ClixMarketing
Improving Quality
#heroconf@michellemsem @ClixMarketing
Make
Boundaries
Clear
#heroconf@michellemsem @ClixMarketing
What Are the Characteristics of a Good Lead?
● Strong credit score?
● Company size?
● Readiness to purchase?
● Proper industry?
● Demographics? (Careful here…)
● BANT? (Budget, Authority, Need, Timing)
● Package deal potential?
● Homeownership status?
#heroconf@michellemsem @ClixMarketing
Adjust Copy to Focus on Your Target Market
Start
Subtle
Overt
#heroconf@michellemsem @ClixMarketing
The Same Goes for Landing Pages
#heroconf@michellemsem @ClixMarketing
What About Your Form?
#heroconf@michellemsem @ClixMarketing
Form Length Can Greatly Impact Performance
#heroconf@michellemsem @ClixMarketing
Information Comes at Varying Prices
#heroconf@michellemsem @ClixMarketing
Minimum form fields w/
medium prices
=
Maximum form completions
Short Form Version
#heroconf@michellemsem @ClixMarketing
More questions w/ mid
range prices
=
More chances for
unqualified users to bail
Long Form Version
#heroconf@michellemsem @ClixMarketing
Form Length Results
Form
Length
Spend Leads CPL
Qual
Leads
CPQL
L > QL
Rate
Long Form $34,615 670 $51.66 496 $69.79 74%
Short Form $11,837 162 $73.07 77 $153.73 48%
#heroconf@michellemsem @ClixMarketing
Use a
Welcome
Screen
#heroconf@michellemsem @ClixMarketing
Create Questions That Won’t Autofill
#heroconf@michellemsem @ClixMarketing
Facebook Has Types Specifically Set Up
#heroconf@michellemsem @ClixMarketing
Let’s Do Something Fun with These
#heroconf@michellemsem @ClixMarketing
Lead Form Engagement & Abandonment
#heroconf@michellemsem @ClixMarketing
Simo Ahava: http://bit.ly/form-abandonment-trigger
Lead Gen Form Abandonment
#heroconf@michellemsem @ClixMarketing
Balancing Lead Volume
All Leads
Qualified
Leads
#heroconf@michellemsem @ClixMarketing
Create a Lookalike of Bad Leads for Exclusion
#heroconf@michellemsem @ClixMarketing
Audience Insights to Understand Performance
#heroconf@michellemsem @ClixMarketing
● Create a Positive Audience
● Create a Negative Audience
● Review the Insights
● Compare to Learn the Differences
Audience Analysis Exercise
#heroconf@michellemsem @ClixMarketing
Audience Patterns
#heroconf@michellemsem @ClixMarketing
PURCHASERS
PAGE
VISITORS
#heroconf@michellemsem @ClixMarketing
PURCHASERSPAGE VISITORS
#heroconf@michellemsem @ClixMarketing
PURCHASERSPAGE VISITORS
#heroconf@michellemsem @ClixMarketing
#heroconf@michellemsem @ClixMarketing
#heroconf@michellemsem @ClixMarketing
Converting
Down
the Funnel
#heroconf@michellemsem @ClixMarketing
The Purpose of Lead Gen
Our Bank Account
#heroconf@michellemsem @ClixMarketing
Leads Aren’t Always Your Main KPI
Often held to metrics further down the
funnel like MQLs, SQLs, and at times
even revenue.
The biggest piece to be able to do
this…
Having your CRM data available.
Lead
MQL
SQL
Opportunity
Close
#heroconf@michellemsem @ClixMarketing
I meant it.
Remember Earlier?
#heroconf@michellemsem @ClixMarketing
● The first…get rid of duplicate leads.
● The second…using your CRM data to optimize appropriately.
We Track Everything for 2 Reasons
#heroconf@michellemsem @ClixMarketing
Have As Much As You Can Accounted For
{lpurl}?_bk={keyword}&_bt={creative}&_b
m={matchtype}&_bn={network}&utm_sour
ce=google&utm_medium=cpc&utm_term=
{keyword}&utm_content={creative}&utm_
campaign={_campaign}&mkwid={ifsearch:
s}{ifcontent:c}{_mkwid}-
d{device}_pcrid_{creative}_pkw_{keyword
}_pmt_{matchtype}_&pgrid={adgroupid}&
ptaid={targetid}&intent={_intent}&iv_=__iv
_p_1_g_{adgroupid}_w_{targetid}_h_{loc_
physical_ms}_ii_{loc_interest_ms}_d_{dev
ice}_v_{devicemodel}_n_{network}_c_{cre
ative}_l_{placement}_t_{target}_e_{feedite
mid}_r_{adposition}_vi__
● Channel
● Campaign
● Ad Group/Set
● Keyword
● Audience Targeting
● Creative
● Call to Action
● Device
● Match Type
● Location
● Etc.
#heroconf@michellemsem @ClixMarketing
Which Campaigns Drive the Most Customers?
#heroconf@michellemsem @ClixMarketing
What About Ad Groups?
#heroconf@michellemsem @ClixMarketing
And Keywords?
Add in in-channel
metrics list clicks,
cost, etc. to get a
fuller data set.
#heroconf@michellemsem @ClixMarketing
This Data Can Be Used For…
● Focusing in on higher quality leads.
● Budget shifts.
● Pausing underperforming keywords.
● Determining ad copy that drives
higher quality leads.
● Where do people get stuck in the
funnel for each channel?
● Where are our lowest quality leads
coming from?
● If we got a budget increase, where
should it go?
#heroconf@michellemsem @ClixMarketing
How Long is Your
Sales Cycle?
This will impact decision making with
your optimizations.
How long of a date range do you need
to look at to review MQL, SQL, Opp
performance data accurately and fairly?
• 10 DaysLead
• 4 DaysMQL
• 21 DaysSQL
• 23 DaysOPP
• Total: 58 DaysCustomer
#heroconf@michellemsem @ClixMarketing
Attribution Matters!
Common CRM Attribution Scenario:
● Leads: Time of Click
● MQL & Further: Time of Status
Change
#heroconf@michellemsem @ClixMarketing
Attribution Matters!
January 1st February 23rd
Month Leads MQL
January 1
February 1
#heroconf@michellemsem @ClixMarketing
It Can Get Even Worse…
Month Leads MQL SQL Opp Customer
January 1
February 1 1
March
April
May 1
June
July 1
#heroconf@michellemsem @ClixMarketing
Taking Leads to MQL
What makes an MQL?
Lead
MQL
SQL
Opportunity
Close
#heroconf@michellemsem @ClixMarketing
Lead Scoring
Points awarded to leads based on
the information they added to the
form.
Problem: Ideal Lead: 85 pts
User Information Points
Supportable Account 25
Corporate Email 10
Expected Employees: 100+ 25
Expected Employees: 50-99 5
Target Industry 25
#heroconf@michellemsem @ClixMarketing
Engagement Points
Once we add additional touch
points, we’re able to get to 100.
Action Points
Request Demo 100
Visited Pricing Page 25
Bottom Funnel Content 15
Top Funnel Content 10
Blog View 5
#heroconf@michellemsem @ClixMarketing
Importing Audiences
#heroconf@michellemsem @ClixMarketing
Option 1:
Retarget to Bottom of
Funnel Call to Action
#heroconf@michellemsem @ClixMarketing
Option 2: Send to Targeted Page
#heroconf@michellemsem @ClixMarketing
Option 3: Engagement Campaigns
Send users to ungated content to gain small point values.
+5
+5
#heroconf@michellemsem @ClixMarketing
Engagement Campaigns
Map users only to unseen content.
Ad Set 1 Ad Set 2 Ad Set 3
Ebook 1 Ebook 2 Ebook 3
Leads Short of MQL Points Leads Short of MQL Points Leads Short of MQL Points
Ebook 1 Visits Ebook 2 Visits Ebook 3 Visits
#heroconf@michellemsem @ClixMarketing
Coffee is for Closers
Use similar strategies for users
further down the funnel too, like
SQLs and Opportunities
Lead
MQL
SQL
Opportunity
Close
#heroconf@michellemsem @ClixMarketing
#heroconf@michellemsem @ClixMarketing
Takeaways:
● Understand the implications of your CTA: appeal, price, value.
● Qualify users by asking them to pay a higher price.
● Track everything and leverage it to impact lead performance.
● Make a difference beyond the lead. That’s where we make money after all.
#heroconf@michellemsem @ClixMarketing
Ad Copy
Testing
Presented by:
Michelle Morgan
MICHELLE
MORGAN
Whovian
Golfer
Tea > Coffee
@michellemsem
Director of Client Services

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