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The	
  Lead	
  Nurturing	
  
                   Blueprint  	
  
                      Using Content To Fuel
                      Multi-Touch Campaigns
                              #LeadNurturing



Presented	
  by	
                      Sponsored	
  by	
  
Welcome	
  Webinar	
  A8endees	
  




                  Type	
  ques<on	
  here	
  
Follow	
  this	
  webinar	
  on	
  Twi8er	
  




    #LeadNurturing	
  
About	
  Demand	
  Gen	
  Report	
  
•    Launched	
  in	
  2007	
  to	
  track	
  best	
  
     prac:ces	
  in	
  lead	
  genera:on	
  
•    Newsle?er	
  has	
  grown	
  to	
  more	
  
     than	
  26,000	
  readers	
  
•    We	
  also	
  offer	
  a	
  menu	
  of	
  research	
  
     and	
  best	
  prac:ces	
  reports	
  	
  
•    New	
  audio/video	
  podcasts	
  at	
  
     DemandGenReport.com	
  	
  	
  


@DG_Report
http://linkd.in/DG_Specialists
Panelists	
  




          Cari	
  Baldwin	
              Andrew	
  Gaffney	
  
      Co-­‐founder	
  &	
  Partner	
      Content	
  Director	
  
       Bluebird	
  Strategies	
           Content4Demand	
  
Early	
  Stage	
  Buyer	
  Behavior	
  

APer	
  ini:al	
  research:	
  


                       developed	
  a	
  short	
  list	
  of	
  
                       poten:al	
  providers	
  


                             collected	
  info	
  to	
  build	
  
                             the	
  business	
  case	
  

                       cited	
  breadth	
  of	
  informa:on	
  as	
  
                       cri:cal	
  vendor	
  asset	
  at	
  this	
  stage	
  
The	
  Budget	
  Reali<es	
  of	
  the	
  Agile	
  Buyer	
  


  said	
  project	
  was	
  ini:ally	
  unbudgeted;	
  funds	
  
  allocated	
  AFTER	
  impact	
  was	
  determined;	
  


only	
  

           said	
  budget	
  was	
  pre-­‐approved	
  and	
  
           allocated	
  at	
  the	
  beginning	
  of	
  the	
  year;	
  




 set	
  budget	
  aPer	
  solici:ng	
  mul:ple	
  bids	
  
ShiIs	
  in	
  the	
  Sphere	
  of	
  Influence	
  


said	
  more	
  internal	
  team	
  members	
  provided	
  input;	
  



       said	
  4	
  or	
  more	
  people	
  were	
  
       involved	
  in	
  the	
  purchase	
  process;	
  



said	
  C-­‐Level/Exec	
  Commi?ee	
  were	
  involved;	
  



       said	
  marke:ng	
  was	
  involved	
  
Buy	
  Side	
  or	
  Sell	
  Side?	
  

ShiPing	
  	
  course	
  of	
  engagement:	
  


                            of	
  buyers	
  don’t	
  interact	
  with	
  a	
  solu:on	
  provider	
  
                            un:l	
  AFTER	
  establishing	
  a	
  preferred	
  list	
  of	
  venders	
  


                                   aPer	
  the	
  conduc:on	
  of	
  ini:al	
  research	
  
                                   on	
  op:ons	
  


                            AFTER	
  puZng	
  out	
  RFPs	
  or	
  preparing	
  to	
  
                            nego:ate	
  terms	
  
The Blueprint for
Lead Nurturing Success

    Inside Real World Campaigns




                      Cari	
  Baldwin	
  
            cari@bluebirdstrat.com	
  
                     @caribaldwin	
  
                    @bbstrategies	
  
The Foundation for Nurturing



                     Content
                        &
                     Process
Right Content, Right Time



                      CONTENT
                        and
                      PROCESS
Top of Funnel Content

"   Industry Whitepapers
"   Thought Leadership Webinars
"   Ebooks
"   How to Guides
"   Executive Briefs

Scoring or key behaviors will let you
know when they are ready to move on
Middle Funnel Content

"   Case Studies
"   Interest Targeted Content
"   Instructional Videos
"   Trials and Demos
"   Decision Making Tools
Define & Document Your Process
The New Funnel

           Lead	
  
          Nurture	
  




         Lead	
  Level	
  1	
  

                                  Lead	
  Level	
  2	
  




                                                                                         Oppty	
  
                                                                 MQL	
  
                                                                                                      Closed	
  




                                                                               SQL	
  
                                                                                                     Won/Lost	
  




                                                           Lost	
  Leads	
  



                                                                                                                    16
The BAD Funnel

                   Lead	
  
                  Nurture	
  




          Lead	
  Level	
  1	
  

                                   Lead	
  Level	
  2	
  




                                                                                          Oppty	
  
                                                                 MQL	
  
                                                                                                       Closed	
  




                                                                                SQL	
  
                                                                                                      Won/Lost	
  




                                                            Lost	
  Leads	
  

                                                                                                                     17
Goal: Glengarry Leads & Bluebirds




“These are the new leads. These are the Glengarry leads. And to
you they're gold, and you don't get them. Why? Because to give
them to you would be throwing them away. They're for closers.”
Nurture Lifecycle


                        Warm-up Campaign
                                               Early Stage Nurture
                        to Engage Suspects


                                              Net New Lead,
                                             Completed Form,
                           Thought Leadership Awareness
                              New Content      & Education
                                Offers           Content              Advanced Stage
    Current Client
                                                                       Nurture (Role,
       Nurture
                                                                       Title, Industry,
     (cross sell/ Company/Product
                                                                          Company
       upsell)     Announcements                   Completed Early Stage; Specific)
                 Loyalty & Retention,              Consideration Content,
                    Refer a Friend                      Goal is MQL



                                                         Free Trial
                      New Client                         Requested

                                                                         Trial Nurture
    On Boarding
      Nurture
                               Reason-specific Sales Owner
                                 branches      Reached SQL




                                                Touch Campaign
                         Lost Opportunity          Sales Rep
                             Nurture
Where to Start?

12	
  Unique	
  Nurture	
  Programs	
  

    New	
            Long	
  Sales	
         Score	
         Cross-­‐sell/
  Prospects	
          Cycles	
           Accelera:on	
       Up-­‐sell	
  

    Event	
           Customer	
  
                                           Role/Title	
       Industry	
  
  Follow-­‐up	
       Reten:on	
  

  Company	
           Wake	
  the	
                            Sales	
  
                                           Remarket	
  
   Specific	
           Dead	
                               Accelera:on	
  
Where to Start?

"    Wake the Dead
"    New Prospects – Early Stage
"    Late Stage
     –  By role, title, industry
Where to Start?

"    STEP 1: NURTURE SCHEMATIC
     –  The blueprint, in Excel or Gliffy
     –  Get approval
"    STEP 2: WRITE COPY
     –  Get approval
"    STEP 3: BUILD IN MA
     –  Test
     –  Report
Lead Nurture Program Design

                                                                                                                                                                             Send	
                                                         Send	
  
                                                                                                                                                                             Demo	
                                                         Demo	
  
                                                                                                                                                                             Offer                                                          Offer




                                                                                                                                                   Send Offer 3a                                                    Send Offer 5a
                                                                                                                                                       EHR                               Send Offer 4a                  EHR                                 Send Offer 6a
                                                                                                                                                                     Clicked                                                           Clicked
                                                                                                                                                                                             EHR                                                                EHR
                                                                                                                                                       (2x)                                                             (2x)


                                                                                                                                                                                                  EHR	
  Stimulus	
  Branch



                                                                                                                                                                         Send	
                                                                                                     Send	
  
         Completes	
                                                                                                                                                     Demo	
                                                                                                     Demo	
  
registration form	
  or	
                        Send Offer 1                    Send Offer 2    Clicked	
         Clicked	
         Clicked	
  
                                                                                                                                                                         Offer                                                                                                      Offer
                                                    REIMB                           EHR         on	
  Offer	
     on	
  Offer	
     on	
  Both /
  is	
  imported	
  from	
                            (2x)                           (2x)             1                 2            Neither

           CRM


                                                                                                                                                   Send Offer 3b                                                                          Send Offer 6a
                                                                                                                                                      REIMB
                                                                                                                                                                   Clicked
                                                                                                                                                                                        Send Offer 4a                Send Offer 5b            EHR                                              Shift	
  to	
  Newsletter
                                                                                                                                                                                                                                                                               Clicked
                                                                                                                                                        (2x)                                EHR                         REIMB                    (2x)



       Notes	
  for	
  program:                                                                                                                                                                           Undeclared Branch

       *All	
   contacts	
  get	
   each	
  content	
  offer
       *Undeclared	
  branch	
  is	
  a	
  mix	
   of	
  fers	
  from	
                                                                                                 Send	
                                                                   Send	
  
       Reimbursement	
  and	
  EHR.	
                                                                                                                                   Demo	
                                                                   Demo	
  
                                                                                                                                                                        Offer                                                                    Offer
       *	
   Send	
  demo	
  offer	
  is	
  triggered	
  by	
  interest	
  
       in	
  that	
   offer.	
  Recommended	
  wait	
  time	
   is	
  1	
  
       hour.
       *	
   Wait	
  time	
   for	
  offers	
  1,2,3	
  is	
  7	
  days
       *	
   Wait	
  time	
   for	
  offers	
  4,5,6	
  is	
  14	
  days                                                                           Send Offer 3b
                                                                                                                                                                                        Send Offer 4b                  Send Offer 5b
                                                                                                                                                                                                                                                               Send Offer 6b
                                                                                                                                                      REIMB        Clicked                                                                  Clicked               REIMB
       *	
   Offers	
  marked	
  with	
  a	
  (2x)	
  are	
  sent	
  twice	
                                                                           (2x)
                                                                                                                                                                                           REIMB                          REIMB
                                                                                                                                                                                                                                                                    (2x)
       to	
  non-­‐responders	
  with	
  a	
  different	
  subject	
  
                                                                                                                                                                                                        Reimbursement	
  Branch




                                                                                                                                                                                                                                                                                                                 23
Creating an Effective Nurture

"   Define Goal(s)
"   Build content map
"   “Be the lead”
"   Attach content to each step
"   Write emails à Sell the content
"   Build the nurture in your system
"   Test . . . Revise
"   Launch!
    –  Monitor … Revise … Monitor … Revise
Tips

"   Vision of Success
"   Cadence
"   Multiple Formats
"   Length of Nurture
"   When to Engage Sales
CASE STUDY:
WAKE THE DEAD
Goal – Wake the Dead Nurture

"   Primary: To identify and reconstitute
    stalled opportunities that are still
    viable.

"   Secondary: To identify new contacts at
    stalled opportunities.

"   Tertiary: To close stalled opportunities
    that are no longer “paying attention.”
GovCon Nurture Flow




                      28
The Nurture Content
Results - Cumulative

13%	
  Response	
      10%	
  Open	
  Rate	
  	
          30%	
  Click	
  to	
  Open	
  	
  
       rate	
          2.8%	
  Click	
  Thru	
  	
     (Over	
  50%	
  on	
  some	
  messages)	
  




                             24	
                           3	
  	
  
   72	
  Email	
  
                        Opportuni:es	
                 Opportuni:es	
  
   Forwards	
  
                         Influenced	
                     Created	
  


               	
  $200k	
                 >	
  $5million	
  
                                            Added	
  to	
  
            Immediate	
  Win	
                Pipeline	
  
Thank you!




            Cari Baldwin
           650.464.4028
  cari@bluebirdstrat.com
About	
  Content4Demand	
  
•      Working	
  with	
  over	
  100	
  clients	
  on	
  
       Demand	
  Genera:on,	
  Lead	
  
       Genera:on	
  and	
  Content	
  Marke:ng	
  
       Crea:on.	
  

•      Created	
  over	
  1,000	
  content	
  assets	
  
       in	
  over	
  15	
  forms	
  of	
  media.	
  	
  

•      Ver:cals	
  include	
  Healthcare,	
  
       Technology,	
  Financial	
  and	
  Energy.	
  

•      From	
  the	
  publishers	
  of	
  
       DemandGenReport.com	
  
	
  
                  www.Content4Demand.com	
  
Crea<ng	
  Content	
  to	
  Fuel	
  Nurturing	
  
Campaigns	
  
Ø  Right	
  Content—Headlines,	
  
    Treatments	
  
Ø  Right	
  Contact—Target	
  
    Content	
  Towards	
  Specific	
  
    Markets	
  
Ø  Right	
  Time—Cadence,	
  
    Progression,	
  Series	
  of	
  Offers	
  
Ø  Right	
  Format—Appeal	
  to	
  
    Variety	
  of	
  Preferences	
  
Case	
  Study	
  Example	
  


  In February of 2011, launched Avectra Social CRM
  for Associations, the industry's first and only
  Member Engagement Platform…incorporates the
  social interactions of the relationship into
  membership database and ongoing initiatives.
Case	
  Study	
  Example	
  

 Serves	
  two	
  dis:nct	
  audiences—associa:ons	
  and	
  
 non-­‐profits,	
  which	
  have	
  unique	
  needs/pain	
  points.	
  	
  
Interac<ve	
  Content	
  

 Video White Paper
Interac<ve	
  Content	
  
    Infographic	

   Webinar
Q&A	
  	
  //	
  	
  Submit	
  Your	
  Ques<ons	
  




                         Type	
  ques<on	
  here	
  
Q&A	
  	
  //	
  	
  Panelists	
  




             Cari	
  Baldwin	
              Andrew	
  Gaffney	
  
         Co-­‐founder	
  &	
  Partner	
      Content	
  Director	
  
          Bluebird	
  Strategies	
           Content4Demand	
  
Thank	
  You	
  For	
  A8ending	
  This	
  Webinar	
  

               You can download this presentation at:

 http://dg-r.co/lead-nurturing-webinar

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  • 1. The  Lead  Nurturing   Blueprint   Using Content To Fuel Multi-Touch Campaigns #LeadNurturing Presented  by   Sponsored  by  
  • 2. Welcome  Webinar  A8endees   Type  ques<on  here  
  • 3. Follow  this  webinar  on  Twi8er   #LeadNurturing  
  • 4. About  Demand  Gen  Report   •  Launched  in  2007  to  track  best   prac:ces  in  lead  genera:on   •  Newsle?er  has  grown  to  more   than  26,000  readers   •  We  also  offer  a  menu  of  research   and  best  prac:ces  reports     •  New  audio/video  podcasts  at   DemandGenReport.com       @DG_Report http://linkd.in/DG_Specialists
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  • 6. Early  Stage  Buyer  Behavior   APer  ini:al  research:   developed  a  short  list  of   poten:al  providers   collected  info  to  build   the  business  case   cited  breadth  of  informa:on  as   cri:cal  vendor  asset  at  this  stage  
  • 7. The  Budget  Reali<es  of  the  Agile  Buyer   said  project  was  ini:ally  unbudgeted;  funds   allocated  AFTER  impact  was  determined;   only   said  budget  was  pre-­‐approved  and   allocated  at  the  beginning  of  the  year;   set  budget  aPer  solici:ng  mul:ple  bids  
  • 8. ShiIs  in  the  Sphere  of  Influence   said  more  internal  team  members  provided  input;   said  4  or  more  people  were   involved  in  the  purchase  process;   said  C-­‐Level/Exec  Commi?ee  were  involved;   said  marke:ng  was  involved  
  • 9. Buy  Side  or  Sell  Side?   ShiPing    course  of  engagement:   of  buyers  don’t  interact  with  a  solu:on  provider   un:l  AFTER  establishing  a  preferred  list  of  venders   aPer  the  conduc:on  of  ini:al  research   on  op:ons   AFTER  puZng  out  RFPs  or  preparing  to   nego:ate  terms  
  • 10. The Blueprint for Lead Nurturing Success Inside Real World Campaigns Cari  Baldwin   cari@bluebirdstrat.com   @caribaldwin   @bbstrategies  
  • 11. The Foundation for Nurturing Content & Process
  • 12. Right Content, Right Time CONTENT and PROCESS
  • 13. Top of Funnel Content " Industry Whitepapers " Thought Leadership Webinars " Ebooks " How to Guides " Executive Briefs Scoring or key behaviors will let you know when they are ready to move on
  • 14. Middle Funnel Content " Case Studies " Interest Targeted Content " Instructional Videos " Trials and Demos " Decision Making Tools
  • 15. Define & Document Your Process
  • 16. The New Funnel Lead   Nurture   Lead  Level  1   Lead  Level  2   Oppty   MQL   Closed   SQL   Won/Lost   Lost  Leads   16
  • 17. The BAD Funnel Lead   Nurture   Lead  Level  1   Lead  Level  2   Oppty   MQL   Closed   SQL   Won/Lost   Lost  Leads   17
  • 18. Goal: Glengarry Leads & Bluebirds “These are the new leads. These are the Glengarry leads. And to you they're gold, and you don't get them. Why? Because to give them to you would be throwing them away. They're for closers.”
  • 19. Nurture Lifecycle Warm-up Campaign Early Stage Nurture to Engage Suspects Net New Lead, Completed Form, Thought Leadership Awareness New Content & Education Offers Content Advanced Stage Current Client Nurture (Role, Nurture Title, Industry, (cross sell/ Company/Product Company upsell) Announcements Completed Early Stage; Specific) Loyalty & Retention, Consideration Content, Refer a Friend Goal is MQL Free Trial New Client Requested Trial Nurture On Boarding Nurture Reason-specific Sales Owner branches Reached SQL Touch Campaign Lost Opportunity Sales Rep Nurture
  • 20. Where to Start? 12  Unique  Nurture  Programs   New   Long  Sales   Score   Cross-­‐sell/ Prospects   Cycles   Accelera:on   Up-­‐sell   Event   Customer   Role/Title   Industry   Follow-­‐up   Reten:on   Company   Wake  the   Sales   Remarket   Specific   Dead   Accelera:on  
  • 21. Where to Start? " Wake the Dead " New Prospects – Early Stage " Late Stage –  By role, title, industry
  • 22. Where to Start? " STEP 1: NURTURE SCHEMATIC –  The blueprint, in Excel or Gliffy –  Get approval " STEP 2: WRITE COPY –  Get approval " STEP 3: BUILD IN MA –  Test –  Report
  • 23. Lead Nurture Program Design Send   Send   Demo   Demo   Offer Offer Send Offer 3a Send Offer 5a EHR Send Offer 4a EHR Send Offer 6a Clicked Clicked EHR EHR (2x) (2x) EHR  Stimulus  Branch Send   Send   Completes   Demo   Demo   registration form  or   Send Offer 1 Send Offer 2 Clicked   Clicked   Clicked   Offer Offer REIMB EHR on  Offer   on  Offer   on  Both / is  imported  from   (2x) (2x) 1 2 Neither CRM Send Offer 3b Send Offer 6a REIMB Clicked Send Offer 4a Send Offer 5b EHR Shift  to  Newsletter Clicked (2x) EHR REIMB (2x) Notes  for  program: Undeclared Branch *All   contacts  get   each  content  offer *Undeclared  branch  is  a  mix   of  fers  from   Send   Send   Reimbursement  and  EHR.   Demo   Demo   Offer Offer *   Send  demo  offer  is  triggered  by  interest   in  that   offer.  Recommended  wait  time   is  1   hour. *   Wait  time   for  offers  1,2,3  is  7  days *   Wait  time   for  offers  4,5,6  is  14  days Send Offer 3b Send Offer 4b Send Offer 5b Send Offer 6b REIMB Clicked Clicked REIMB *   Offers  marked  with  a  (2x)  are  sent  twice   (2x) REIMB REIMB (2x) to  non-­‐responders  with  a  different  subject   Reimbursement  Branch 23
  • 24. Creating an Effective Nurture " Define Goal(s) " Build content map " “Be the lead” " Attach content to each step " Write emails à Sell the content " Build the nurture in your system " Test . . . Revise " Launch! –  Monitor … Revise … Monitor … Revise
  • 25. Tips " Vision of Success " Cadence " Multiple Formats " Length of Nurture " When to Engage Sales
  • 27. Goal – Wake the Dead Nurture " Primary: To identify and reconstitute stalled opportunities that are still viable. " Secondary: To identify new contacts at stalled opportunities. " Tertiary: To close stalled opportunities that are no longer “paying attention.”
  • 30. Results - Cumulative 13%  Response   10%  Open  Rate     30%  Click  to  Open     rate   2.8%  Click  Thru     (Over  50%  on  some  messages)   24   3     72  Email   Opportuni:es   Opportuni:es   Forwards   Influenced   Created    $200k   >  $5million   Added  to   Immediate  Win   Pipeline  
  • 31. Thank you! Cari Baldwin 650.464.4028 cari@bluebirdstrat.com
  • 32. About  Content4Demand   •  Working  with  over  100  clients  on   Demand  Genera:on,  Lead   Genera:on  and  Content  Marke:ng   Crea:on.   •  Created  over  1,000  content  assets   in  over  15  forms  of  media.     •  Ver:cals  include  Healthcare,   Technology,  Financial  and  Energy.   •  From  the  publishers  of   DemandGenReport.com     www.Content4Demand.com  
  • 33. Crea<ng  Content  to  Fuel  Nurturing   Campaigns   Ø  Right  Content—Headlines,   Treatments   Ø  Right  Contact—Target   Content  Towards  Specific   Markets   Ø  Right  Time—Cadence,   Progression,  Series  of  Offers   Ø  Right  Format—Appeal  to   Variety  of  Preferences  
  • 34. Case  Study  Example   In February of 2011, launched Avectra Social CRM for Associations, the industry's first and only Member Engagement Platform…incorporates the social interactions of the relationship into membership database and ongoing initiatives.
  • 35. Case  Study  Example   Serves  two  dis:nct  audiences—associa:ons  and   non-­‐profits,  which  have  unique  needs/pain  points.    
  • 36. Interac<ve  Content   Video White Paper
  • 37. Interac<ve  Content   Infographic Webinar
  • 38. Q&A    //    Submit  Your  Ques<ons   Type  ques<on  here  
  • 39. Q&A    //    Panelists   Cari  Baldwin   Andrew  Gaffney   Co-­‐founder  &  Partner   Content  Director   Bluebird  Strategies   Content4Demand  
  • 40. Thank  You  For  A8ending  This  Webinar   You can download this presentation at: http://dg-r.co/lead-nurturing-webinar