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CARLOS HIDALGO
ANNUITAS
Carlos Hidalgo
Chief Executive Officer
Twitter: @cahidalgo
Email: Carloshidalgo@annuitas.com
The Use of Content in the
Middle of the Funnel
How Do You Utilize Your
Content?
No Defined Lead-to-Revenue Process
"Fewer	
  than	
  one-­‐fourth	
  of	
  [B2B	
  
organiza4ons]	
  have	
  defined	
  a	
  lead-­‐
to-­‐revenue	
  management	
  process	
  
that	
  their	
  marke+ng	
  and	
  sales	
  teams	
  
follow.	
  Included	
  in	
  that	
  number	
  are	
  
only	
  5%	
  who	
  claim	
  that	
  every	
  
prospect	
  interac4on	
  is	
  
orchestrated."	
  
Source:	
  	
  Forrester	
  (J.	
  Ernst),	
  “The	
  State	
  Of	
  B2B	
  Demand	
  Genera<on:	
  Disjointed,”	
  2011	
  
@cahidalgo	
  
Most Organizations Struggle With Nurturing
Source:	
  	
  Bulldog	
  Solu<ons/Frost	
  &	
  Sullivan	
  	
  @cahidalgo	
  
Lack	
  of	
  Demand	
  Process	
  =	
  Mid-­‐Funnel	
  Gap	
  
‘Awareness’	
  +	
  automated	
  lead	
  gen	
  
Sales	
  
Ed.	
  
?	
  
Engage
Nurture
Convert
@cahidalgo	
  
Still a Big Gap Between Buyers & Sellers
@cahidalgo	
  
A Tactical Frame = Our
Greatest Challenge
“Which Tactic” Is the Wrong Question
“[M]arketers	
  are	
  juggling	
  too	
  many	
  
tac4cal	
  balls.	
  	
  A	
  full	
  75%	
  of	
  respondents	
  
reported	
  they	
  were	
  using	
  15	
  of	
  the	
  26	
  
techniques	
  we	
  surveyed.”	
  
	
  
“The	
  reported	
  use	
  of	
  tac+cs	
  was	
  
consistent	
  across	
  various	
  company	
  sizes,	
  
from	
  small-­‐to-­‐medium	
  businesses	
  (SMBs)	
  
to	
  large	
  enterprises.”	
  
Source:	
  	
  Forrester,	
  “2012	
  Tech	
  Marke<ng	
  Planning	
  Guidance,”	
  December	
  2011.	
  @cahidalgo	
  
Demand Generation = Strategic
Taking a strategic (not a tactical)
approach to Demand Generation
@cahidalgo	
  
Strategic Demand Generation is ……
•  A perpetual process
•  Engage, Nurture, Convert
•  Prospects + customers
•  Buying-process-driven
•  Educate + qualify
•  Marketing + sales activities
•  Operationalize + optimize
•  To drive sustainable revenue, CLV
@cahidalgo	
  
What’s Really Going On?
Source:	
  	
  Needles,	
  Balancing	
  the	
  Demand	
  Equa<on,	
  
2012.	
  
@cahidalgo	
  
The Need to Meet the Buyer’s
Needs and Speak to Challenges
A Collaborative Approach to the Buyer
Organizations need to
align around their
customer. It is more
than just marketing and
sales – it is an
organizational
approach to being
customer centric
Field	
  Sales	
  
Buyer	
  
Needs	
  &	
  
Pain	
  Points	
  
Partner/
Channel	
  
Customer	
  
Service	
  
Product	
  
Mgmt/
Mktg.	
  
Inside	
  
Sales	
  
Customers	
  
@cahidalgo	
  
Building Blocks for
Nurture Success
Nurture is Part of Demand Generation – Not
a Separate Activity
Engage
IR2	
   IR3	
   IR4	
   IR5	
   IR6	
   IR7	
   IR8	
   IR9	
  IR1	
  
Buying Process
Nurture Convert
Engage targeted buyers –
via both inbound and
outbound channels – in
dialogue via top-of-mind
issues, interests and pain
points; capture them as a
‘Nurture-able’ contact /
Engaged lead; outbound
Engagement often is
periodic; inbound
Engagement is perpetual;
improving performance of
Engagement is via both
targeting and Content
Offer relevance and
tuning.
Continue dialogue –
moving from top-of-mind
issues, interests and pain
points to potential solution
categories to specific
offerings in these
categories – progressively
profiling and scoring buyer
throughout; Nurturing is
perpetual; improving
performance of Nurturing
is via optimization of
Content Offers, program
logic and scoring.
Leverage profiling and
scoring to escalate the
dialogue at the right time –
identifying and driving
purchase behavior;
improving performance of
Conversion is via better
aligning upstream ‘signs’
that are assessed via
segmentation and scoring
with specific purchase
behavior; Conversion
requires a combination of
automated and live
interactions.
@cahidalgo	
  
Tying Together Top of Funnel to Mid
QUALIFIED	
  ENGAGED	
  ENGAGED	
   QUALIFIED	
  LEAD	
  
E-­‐CO	
  1A:	
  	
  	
  
"Top	
  Five	
  Opera+ng	
  
Challenges	
  in	
  the	
  	
  
[X	
  Segment]	
  of	
  the	
  
Industry"	
  
E-­‐CO	
  1B:	
  	
  	
  
“Industry	
  
Performance	
  
Benchmark	
  Study"	
  
N-­‐CO	
  2.1.0:	
  	
  	
  
"Common	
  Traits	
  of	
  
High	
  Performing	
  
Opera+ons"	
  
E-­‐CO	
  1	
   N-­‐CO	
  2	
  
E-­‐CO	
  1.1:	
  	
  	
  
"Top	
  Five	
  Opera+ng	
  
Challenges	
  in	
  the	
  
Industry”	
  
(Video	
  Summary)	
  
N-­‐CO	
  2.2.0:	
  	
  	
  
"ROI	
  Analysis	
  of	
  
Making	
  
Improvements	
  to	
  
Cost"	
  
N-­‐CO	
  2.2.1:	
  
"Managing	
  Vendor	
  
Rela+onships	
  to	
  
Improve	
  
Performance"	
  
N-­‐CO	
  3.0:	
  	
  	
  
"Client	
  	
  Customer	
  Case	
  
Study	
  	
  
N-­‐CO	
  3	
   N-­‐CO	
  4	
  
N-­‐CO	
  2.2.2:	
  	
  	
  
"User	
  Error	
  or	
  
Product	
  Failure:	
  How	
  
to	
  Know"	
  
N-­‐CO	
  3.1:	
  
"Client	
  	
  Customer	
  
Service	
  Difference	
  for	
  
Precision"	
  
N-­‐CO	
  4.0:	
  
	
  “	
  Challenge"	
  Offer	
  
OR OR
HOT	
  LEAD	
  WARM	
  LEAD	
  
Note:	
  	
  Response	
  to	
  any	
  of	
  N-­‐CO	
  2	
  content	
  offers	
  will	
  move	
  buyer	
  
forward	
  to	
  N-­‐CO	
  3.	
  
BUYING	
  
TRIGGER	
  
ROOT	
  CAUSE	
  ANALYSIS	
  
CLIENT	
  
SOLUTION	
  
MOVE	
  TO	
  
DEMO	
  
N-­‐CO	
  2.1.1:	
  	
  	
  
"Selec+ng	
  the	
  Right	
  
Product	
  for	
  the	
  Right	
  
Job"	
  
N-­‐CO	
  2.1.2:	
  	
  	
  
"Improving	
  the	
  
Produc+vity	
  of	
  Your	
  
Business"	
  
N-­‐CO	
  3.2:	
  	
  	
  
	
  "Selec+ng	
  the	
  Right	
  
Technology	
  Guide"	
  
N-­‐CO	
  4.1:	
  	
  	
  
"Client	
  	
  30-­‐day	
  Demo"	
  
OR
INFLUENCE/
COMMITTEE	
  
DECISION	
  
MAKER	
  	
  
@cahidalgo	
  
Manage to the Buyers Preference
@cahidalgo	
  
Content Geared To The Middle of the Funnel
@cahidalgo	
  
Closing Points
•  Think Strategically for Demand Generation
•  Align around the Buyer
•  Make Nurture Part of your Perpetual Demand
Program and Strategy
•  Constantly Optimize
@cahidalgo	
  
THANK YOU
Carlos Hidalgo
Email: Carloshidalgo@annuitas.com
Phone: 719-966-7548
Twitter:@cahidalgo
CONTENT MARKETING
BOOTCAMP BOSTON
FIND MORE AT KAPOST.COM/RESOURCES

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The Use of Content in the Middle of the Funnel

  • 2. Carlos Hidalgo Chief Executive Officer Twitter: @cahidalgo Email: Carloshidalgo@annuitas.com The Use of Content in the Middle of the Funnel
  • 3. How Do You Utilize Your Content?
  • 4. No Defined Lead-to-Revenue Process "Fewer  than  one-­‐fourth  of  [B2B   organiza4ons]  have  defined  a  lead-­‐ to-­‐revenue  management  process   that  their  marke+ng  and  sales  teams   follow.  Included  in  that  number  are   only  5%  who  claim  that  every   prospect  interac4on  is   orchestrated."   Source:    Forrester  (J.  Ernst),  “The  State  Of  B2B  Demand  Genera<on:  Disjointed,”  2011   @cahidalgo  
  • 5. Most Organizations Struggle With Nurturing Source:    Bulldog  Solu<ons/Frost  &  Sullivan    @cahidalgo  
  • 6. Lack  of  Demand  Process  =  Mid-­‐Funnel  Gap   ‘Awareness’  +  automated  lead  gen   Sales   Ed.   ?   Engage Nurture Convert @cahidalgo  
  • 7. Still a Big Gap Between Buyers & Sellers @cahidalgo  
  • 8. A Tactical Frame = Our Greatest Challenge
  • 9. “Which Tactic” Is the Wrong Question “[M]arketers  are  juggling  too  many   tac4cal  balls.    A  full  75%  of  respondents   reported  they  were  using  15  of  the  26   techniques  we  surveyed.”     “The  reported  use  of  tac+cs  was   consistent  across  various  company  sizes,   from  small-­‐to-­‐medium  businesses  (SMBs)   to  large  enterprises.”   Source:    Forrester,  “2012  Tech  Marke<ng  Planning  Guidance,”  December  2011.  @cahidalgo  
  • 10. Demand Generation = Strategic Taking a strategic (not a tactical) approach to Demand Generation @cahidalgo  
  • 11. Strategic Demand Generation is …… •  A perpetual process •  Engage, Nurture, Convert •  Prospects + customers •  Buying-process-driven •  Educate + qualify •  Marketing + sales activities •  Operationalize + optimize •  To drive sustainable revenue, CLV @cahidalgo  
  • 12. What’s Really Going On? Source:    Needles,  Balancing  the  Demand  Equa<on,   2012.   @cahidalgo  
  • 13. The Need to Meet the Buyer’s Needs and Speak to Challenges
  • 14. A Collaborative Approach to the Buyer Organizations need to align around their customer. It is more than just marketing and sales – it is an organizational approach to being customer centric Field  Sales   Buyer   Needs  &   Pain  Points   Partner/ Channel   Customer   Service   Product   Mgmt/ Mktg.   Inside   Sales   Customers   @cahidalgo  
  • 16. Nurture is Part of Demand Generation – Not a Separate Activity Engage IR2   IR3   IR4   IR5   IR6   IR7   IR8   IR9  IR1   Buying Process Nurture Convert Engage targeted buyers – via both inbound and outbound channels – in dialogue via top-of-mind issues, interests and pain points; capture them as a ‘Nurture-able’ contact / Engaged lead; outbound Engagement often is periodic; inbound Engagement is perpetual; improving performance of Engagement is via both targeting and Content Offer relevance and tuning. Continue dialogue – moving from top-of-mind issues, interests and pain points to potential solution categories to specific offerings in these categories – progressively profiling and scoring buyer throughout; Nurturing is perpetual; improving performance of Nurturing is via optimization of Content Offers, program logic and scoring. Leverage profiling and scoring to escalate the dialogue at the right time – identifying and driving purchase behavior; improving performance of Conversion is via better aligning upstream ‘signs’ that are assessed via segmentation and scoring with specific purchase behavior; Conversion requires a combination of automated and live interactions. @cahidalgo  
  • 17. Tying Together Top of Funnel to Mid QUALIFIED  ENGAGED  ENGAGED   QUALIFIED  LEAD   E-­‐CO  1A:       "Top  Five  Opera+ng   Challenges  in  the     [X  Segment]  of  the   Industry"   E-­‐CO  1B:       “Industry   Performance   Benchmark  Study"   N-­‐CO  2.1.0:       "Common  Traits  of   High  Performing   Opera+ons"   E-­‐CO  1   N-­‐CO  2   E-­‐CO  1.1:       "Top  Five  Opera+ng   Challenges  in  the   Industry”   (Video  Summary)   N-­‐CO  2.2.0:       "ROI  Analysis  of   Making   Improvements  to   Cost"   N-­‐CO  2.2.1:   "Managing  Vendor   Rela+onships  to   Improve   Performance"   N-­‐CO  3.0:       "Client    Customer  Case   Study     N-­‐CO  3   N-­‐CO  4   N-­‐CO  2.2.2:       "User  Error  or   Product  Failure:  How   to  Know"   N-­‐CO  3.1:   "Client    Customer   Service  Difference  for   Precision"   N-­‐CO  4.0:    “  Challenge"  Offer   OR OR HOT  LEAD  WARM  LEAD   Note:    Response  to  any  of  N-­‐CO  2  content  offers  will  move  buyer   forward  to  N-­‐CO  3.   BUYING   TRIGGER   ROOT  CAUSE  ANALYSIS   CLIENT   SOLUTION   MOVE  TO   DEMO   N-­‐CO  2.1.1:       "Selec+ng  the  Right   Product  for  the  Right   Job"   N-­‐CO  2.1.2:       "Improving  the   Produc+vity  of  Your   Business"   N-­‐CO  3.2:        "Selec+ng  the  Right   Technology  Guide"   N-­‐CO  4.1:       "Client    30-­‐day  Demo"   OR INFLUENCE/ COMMITTEE   DECISION   MAKER     @cahidalgo  
  • 18. Manage to the Buyers Preference @cahidalgo  
  • 19. Content Geared To The Middle of the Funnel @cahidalgo  
  • 20. Closing Points •  Think Strategically for Demand Generation •  Align around the Buyer •  Make Nurture Part of your Perpetual Demand Program and Strategy •  Constantly Optimize @cahidalgo  
  • 21. THANK YOU Carlos Hidalgo Email: Carloshidalgo@annuitas.com Phone: 719-966-7548 Twitter:@cahidalgo
  • 22. CONTENT MARKETING BOOTCAMP BOSTON FIND MORE AT KAPOST.COM/RESOURCES