2. About Me
• Phil Crampe (@Crampee)
•
• Two time 2010 Markie Finalist
Search to Sales
Innovation Integration
#EloquaTour
3. About My Sales Team/Structure
• SBLI’s products are sold through two channels
Direct
Independent Distribution
• What makes SBLI different?
Marketing generates sales leads for Direct
• NO COLD CALLING
• Prospects raise their hands
#EloquaTour
5. What opportunity was I trying to maximize?
• Marketing objectives
Generate 45,000 Quality leads
Resulting in 12,000 issued and paid policies
27% conversion from lead to customer
• Lead sources include
TV, Radio, Outdoor
Direct mail
Search PPC/Organic
Mobile
#EloquaTour
7. Solutions changing, evolving, adapting
• Currently spending 20-25% on SEO and SEM
• Google Adwords data overwhelming
Referral Family/friend
Online Search 43%
31%
TV Ads 8%
7%
Direct Mail
0 5 10 15 20 25 30 35 40 45
#EloquaTour
11. Solutions changing, evolving, adapting
Positive user experience
Less clicks
Less to read
Clear CTA’s
Positive SBLI experience
VALID email address for nurture
Recording ALL iterations of quote
Customize nurture message(s)
Knowledge of:
Age
Gender
Location
#EloquaTour
12. What I learned on my summa vacation
• TEST
• TEST
• TEST and keep testing
Direct Mail visitor versus PPC visitor
Two COMPLETELY different persona’s
#EloquaTour
15. Solution - Lead Nurture
• Please provide a description, a visual and if
relevant a ‘how-to’
#EloquaTour
16. PPC Lead Nurture
SBLI Lead Nurture
– Thank you email
– Used the interactive quote
engine
– Did NOT request to speak with
an agent
– Designed to educate
– Response-based
#EloquaTour
17. PPC Lead Nurture
SBLI Lead Nurture
– Decision-based
• If they answered YES, I have
insurance
– Sophisticated
• Tailored message to the action
they took
– Educate
• Rate chart to emphasize our
competitiveness
– Call to Action
#EloquaTour
18. PPC Lead Nurture
SBLI Lead Nurture
– Decision-based
• If they answered No, I don’t have
insurance, or there was a NULL
response after the resend of the first
email.
– Sophisticated
• Tailored message to the action they
took
– Educate
• Trigger questions, link to
Learning Center
– Calls to Action
#EloquaTour
19. What opportunity was I trying to maximize?
• Marketing objectives
Generate 45,000 Quality leads
Resulting in 12,000 issued and paid policies
27% conversion from lead to customer
#EloquaTour