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Beyond Business Blogging:
Getting Started with Automated Lead Nurturing




A marketing automation primer from

Right On Interactive
136 E. Market Street, Suite 400
Indianapolis, IN 46204
www.rightoninteractive.com




                                  Copyright 2010 Right On Interactive   1
Beyond Business Blogging: Getting Started
with Automated Lead Nurturing
Blogs are fantastic inbound marketing tools to acquire new leads
and prospects. Email is a fantastic tool to nurture and sustain
these relationships.

In this Automated Lead Nurturing Primer, learn how marketers
are combining these two tactics to not only acquire new leads
but nurture them into closed business.

Statistics show that marketers using corporate blogging as part
of their social media mix improve search engine results and
generate a higher volume of targeted leads.

Now that we’re capturing these leads through our business
blog, how do we best cultivate them to become closed
business and ultimately to become brand ambassadors?




                                                Copyright 2010 Right On Interactive   2
Customer Lifecycle Marketing
To answer that question, let’s step back a moment and look at a
framework for customer lifecycle marketing. This is a strategy
that looks to increase customer revenue and profitability over
the lifetime of the relationship. In other words, we’re looking to
maximize each customer’s lifetime value to our organization.

Customer lifecycle marketing recognizes that buyers move
through stages in their relationship with a company – from the
first contact they make with us, to the point where they are
enthusiastic advocates.

At its most basic level, the customer lifecycle is divided into two
distinct phases: Acquisition and Retention. From a relationship
standpoint, you’re either engaging leads or engaging customers
in a continuous dialogue throughout the life of the relationship.

Within each phase, there are a number of stages people move
through as their relationship develops. The framework shown
here is typical for a business-to-business company; whereas, in a
consumer business, the lifecycle framework might look very
different.

Let’s look at the six stages in this example.



                                                   Copyright 2010 Right On Interactive   3
Initiate Stage
A person in the Initiate Stage has interacted with the company –          Initiate – A constituent is identified or
maybe identifying themselves; maybe not. Our objective is to                 initially engages with the company.
engage them further.

Develop Stage
If we’re successful, they move to the Develop Stage. Based on           Develop – Based on their behavior, etc.,
their behavior, demographic data, their actions, timing, or lead          out-bound communications continue
score, our outbound communications are tailored with relevant
messages.                                                                           to engage the constituent.
Convert Stage
The Convert Stage represents the buying cycle. Marketing               Convert – The constituent moves into an
transitions these “sales ready” leads to the field.
Communications center on the buying process to support the                                  active buying cycle.
lead’s evaluation and selection activities.




         Download the Whitepaper
            7 Steps to Effective
            Customer Lifecycle
             Communications


                                                Copyright 2010 Right On Interactive                             4
Adopt Stage
In the Adopt Stage, we’re focused on helping new customers           Adopt – The new customer begins to use
report success early and often.                                          or consume the product or service.
Value Stage
Communications in the Value Stage center on maximizing the
value customers receive with our products, services, and                    Value – The customer gains tangible
support.                                                                   value through the product or service.
Advocate Stage
And then we reach the pinnacle when the customer becomes a
brand ambassador for us. In the Advocate Stage, we’re engaging                Advocate – The customer actively
them further in the brand and in promoting the brand to others.            promotes the company and products
                                                                                     to friends and colleagues.




                                               Copyright 2010 Right On Interactive                           5
Visually Manage the Lifecycle
Customer lifecycle marketing is a journey through these stages.
And what better way to stay on course than with a map?

This is a Lifecycle Map, a screen shot from our ROI Customer
Lifecycle Marketing product. Individuals are mapped on two
dimensions: Their engagement and their target audience
profile. The Lifecycle Map gives you a bird’s eye view on
whether you’re engaging the right people and the degree to
which each is engaged.

Lifecycle marketing is all about engaging people and advancing
them forward in the lifecycle. The Lifecycle Map is an important
tool for campaign planning.

More than a dashboard, the Lifecycle Map is a dynamic
campaign manager, enabling marketers to quickly create target
audience segments for use in multi-channel marketing
campaigns.




                                                Copyright 2010 Right On Interactive   6
From Blog Conversion to Lead Nurturing
In this primer, we’re focusing on converting blog leads to closed
business. In context of the Lifecycle Map, we’re talking about
the Develop Stage where we cultivate leads until the point there
is an active sales opportunity.

In this example, we’re looking at a demonstration company
called Front Office Plus. They publish several blogs that
correspond to groups of keywords. When this person searched
a keyword phrase related to rental office furniture, they found
this blog near the top of the organic search engine results.

Once the person completes a registration form, they are
automatically entered as a Lead in the Front Office Plus CRM
system. This Lead’s Campaign History is also updated with the
campaign tactic associated with the rental furniture blog.


         View the online demo of ROI
         Customer Lifecycle Marketing
             automation software




                                                 Copyright 2010 Right On Interactive   7
In a lot of companies, what happens next is that a lead
qualification team reaches out to the prospect. If the prospect
meets the qualification criteria, they are converted to a Sales
Opportunity. Often, these folks are removed from all marketing
communications. Unfortunately, if the opportunity fizzles, a lot
of companies don’t have a process for automatically reclaiming
or recycling leads for further nurturing.

If the lead qualification team is not able to qualify the prospect,
they usually end up on a newsletter list, which is typically a
monthly, quarterly, or even a sporadic “group” communication
rather than individualized.




                                                   Copyright 2010 Right On Interactive   8
What should happen is an automated drip campaign that
cultivates each individual with dynamic content and cadence,
and it should automatically recycle inactive sales leads.
This type of nurture campaign can be time-based as you see
here.

Or, it can be response-driven, where, based on how the lead
responds to each step, a new path or paths are taken, perhaps at
a different cadence.




                                               Copyright 2010 Right On Interactive   9
The outcome of multi-step marketing campaigns is significant
over the results of those with a single-step. Of the several
thousand incoming web leads that completed six steps of one of
our own nurture campaigns, the engagement with this group
quadrupled over what it would have been in a single-step
campaign. Overall, we’re seeing a 20 percent response rate.




                                              Copyright 2010 Right On Interactive   10
Returning to our friends at Front Office Plus, they track the
conversion results for each blog in their CRM system. They can
quickly see the response to each blog and ultimately the number
of sales opportunities that result.




                                                 Copyright 2010 Right On Interactive   11
Once Tom submits the registration form, he enters an
automated nurture campaign.

Using the lead scoring software capability, Marketing transfers to
Sales the leads that exceed an agreed upon threshold. This
alignment with sales ensures that the highest quality leads are
converted.

For those that aren’t ready for an active sales cycle, we continue
to cultivate. Any sales opportunities that go inactive are
automatically picked up again by the nurture campaign. The
value of this is that without any additional resources or effort,
leads move through the campaign at an individualized pace, and
can exit and enter the communication flow as appropriate…No
manual list management, no manual uploading of lists into the
email system, no reliance on Sales to change statuses on Contact
records when they go inactive.

Let’s look at how the system can automatically recycle sales
leads.




                                                 Copyright 2010 Right On Interactive   12
Recycle Sales Leads: One
When Tom responds to the “Nurture 2” communication, he
triggers the lead scoring threshold, and Marketing passes the
Lead to sales for follow up. In the nurture campaign, each Lead
receives “Nurture 3” fourteen days after they receive “Nurture
2.”

Recycle Sales Leads: Two
We want to ensure that “Nurture 3” only goes out to each
person if there are a reasonable number of days since the last
touch. We configure the “Nurture 3” step to check for other
communications within the previous 7 days, although this can be
configured for as much time as you want.

Recycle Sales Leads: Three
The sales rep logs their phone call and follow-up email in the
system… Both are outside the yellow zone, so “Nurture 3” is still
on track to drop on day 14.




                                                Copyright 2010 Right On Interactive   13
Recycle Sales Leads: Four
But, a few days later, the salesperson connects with the
prospect.



Recycle Sales Leads: Five
The system automatically pushes out the delivery of “Nurture 3”
another 7 days.



Recycle Sales Leads: Six
As long as there are no further touches logged within the new
yellow zone, “Nurture 3” drops on day 21.




                                                 Copyright 2010 Right On Interactive   14
Configuring each step in the nurture campaign is a
matter of a few clicks.

Step 1
Within ROI, we select a segmentation source, which can be from
any combination of one or more databases, whether it be your
CRM system, your email provider, a web analytics system, or any
other, including the native marketing database in ROI. In this
case, our segmentation source is Salesforce.com Reports.




                                               Copyright 2010 Right On Interactive   15
Step 2
We create the segment, or bucket as we call it, by selecting
Salesforce Reports to include people or exclude them. Here, we
are including a report that contains all of today’s candidates
eligible to receive Nurture 6. To avoid over-communication, we
exclude people whose last activity or last campaign was within
the past week.




                                               Copyright 2010 Right On Interactive   16
Step 3
Finally, we configure this segment’s schedule. At the top, we
select the segment we just created… indicate the action, which
in this case is sending an email from our email provider… and
then schedule it to run daily at 10 a.m.

Automatically each day, ROI updates the segment with the group
of people who qualify to receive Nurture 6 on that day, and
sends the Nurture 6 email to them. With ROI, this action could
be configured to send a communication through channels other
than email, such as sending a voice message, a text message, a
fax, or sending the list to a print fulfillment center for direct
mail.




                                                Copyright 2010 Right On Interactive   17
Improve Marketing Effectiveness
By automating multi-step nurture campaigns, you are able to
dramatically improve your business results. Programmed
campaigns engage more people more often and enable you to
convert leads to the sales team at the right time.

They allow you to run automated “lights-out” campaigns that
communicate with each lead individually at a cadence that
matches their level of interest using highly relevant, personalized
content.

Sales and Marketing work as a coordinated team, ensuring the
lead management process is consistent and effective while also
ensuring that inactive sales leads continue their journey in the
customer lifecycle.




                                                  Copyright 2010 Right On Interactive   18
Lead Nurturing Example
By way of summary, I’d like to illustrate two examples of how
marketers can use ROI to automate multi-step campaigns
throughout the customer lifecycle.

The first is a healthcare provider that drives leads through their
website. They nurture two types of leads – those that have had
a personal consultation, but haven’t made a decision, and those
who have not yet requested a consultation. The first campaign
targets the segment of prospective clients who have not had a
personal consultation. It includes a telephone touch and a
newsletter series discussing nutrition, exercise, and success
stories of past clients.

The other campaign targets the segment of people who have
had a consultation. It includes a series of informational articles
that address common fears and objections. Those who commit
to the service can then automatically receive the appropriate
faxed forms and on the day prior to the service, receive an
automated voice reminder message.




                                                  Copyright 2010 Right On Interactive   19
Customer Nurturing Example
The second illustration is Compendium. This is an example of a
sophisticated customer communication program in the Adopt
Stage. They call it, “Content Quest.” This 8-week campaign is
designed to help new clients reach a critical mass of blog posts
in the shortest time possible. Account administrators are on one
track; the bloggers are on another where they receive tutorials
and blogging tips 3-times a week.

Since implementing Content Quest, new customers are reaching
critical mass in record time. On average, clients are seeing an
increase in posts per week of over 40 percent compared to all
customers.

Content Quest is an excellent model for on-boarding new clients.
Compendium is systematically helping everyone get the most
out of the product and helping them gain the momentum they
need for a successful blogging program.




                                               Copyright 2010 Right On Interactive   20
Next Step
If you would like to start a dialogue, feel free to contact me
directly. And if you’d like to read our new whitepaper, visit our
homepage, at rightoninteractive.com.
                                                                                  Richard Cunningham
                                                                                Vice President, Marketing
About Right On Interactive
ROI Customer Lifecycle Marketing software helps you win more              rcunningham@RightOnInteractive.com
customers, retain them, and increase repeat sales. Unlike
conventional marketing automation solutions which typically                           317.225.5868
focus on lead acquisition, ROI focuses on the individual buyer
and how you can effectively communicate with them regardless
of where they are in their relationship with the organization –                      New whitepaper
from initial contact to brand advocacy.
                                                                             Action Guide to Lead Management
The patent-pending technology and methodology behind the
ROI Lifecycle Map™ dynamically charts each buyer in the
                                                                                            Success
customer lifecycle based on their profile and engagement level                  www.rightoninteractive.com
in each distinct lifecycle stage. As a result, ROI uniquely enables
you to visually identify and act on opportunities to cultivate
deeper, more engaged relationships. Solutions in the ROI suite
include campaign management, email marketing, lead scoring,
lead nurturing, customer nurturing, multi-channel marketing,
and sales and marketing systems integration.




                                                  Copyright 2010 Right On Interactive                      21

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eBook - Beyond Business Blogging - Getting Started with Automated Lead Nurturing - Right on Interactive

  • 1. Beyond Business Blogging: Getting Started with Automated Lead Nurturing A marketing automation primer from Right On Interactive 136 E. Market Street, Suite 400 Indianapolis, IN 46204 www.rightoninteractive.com Copyright 2010 Right On Interactive 1
  • 2. Beyond Business Blogging: Getting Started with Automated Lead Nurturing Blogs are fantastic inbound marketing tools to acquire new leads and prospects. Email is a fantastic tool to nurture and sustain these relationships. In this Automated Lead Nurturing Primer, learn how marketers are combining these two tactics to not only acquire new leads but nurture them into closed business. Statistics show that marketers using corporate blogging as part of their social media mix improve search engine results and generate a higher volume of targeted leads. Now that we’re capturing these leads through our business blog, how do we best cultivate them to become closed business and ultimately to become brand ambassadors? Copyright 2010 Right On Interactive 2
  • 3. Customer Lifecycle Marketing To answer that question, let’s step back a moment and look at a framework for customer lifecycle marketing. This is a strategy that looks to increase customer revenue and profitability over the lifetime of the relationship. In other words, we’re looking to maximize each customer’s lifetime value to our organization. Customer lifecycle marketing recognizes that buyers move through stages in their relationship with a company – from the first contact they make with us, to the point where they are enthusiastic advocates. At its most basic level, the customer lifecycle is divided into two distinct phases: Acquisition and Retention. From a relationship standpoint, you’re either engaging leads or engaging customers in a continuous dialogue throughout the life of the relationship. Within each phase, there are a number of stages people move through as their relationship develops. The framework shown here is typical for a business-to-business company; whereas, in a consumer business, the lifecycle framework might look very different. Let’s look at the six stages in this example. Copyright 2010 Right On Interactive 3
  • 4. Initiate Stage A person in the Initiate Stage has interacted with the company – Initiate – A constituent is identified or maybe identifying themselves; maybe not. Our objective is to initially engages with the company. engage them further. Develop Stage If we’re successful, they move to the Develop Stage. Based on Develop – Based on their behavior, etc., their behavior, demographic data, their actions, timing, or lead out-bound communications continue score, our outbound communications are tailored with relevant messages. to engage the constituent. Convert Stage The Convert Stage represents the buying cycle. Marketing Convert – The constituent moves into an transitions these “sales ready” leads to the field. Communications center on the buying process to support the active buying cycle. lead’s evaluation and selection activities. Download the Whitepaper 7 Steps to Effective Customer Lifecycle Communications Copyright 2010 Right On Interactive 4
  • 5. Adopt Stage In the Adopt Stage, we’re focused on helping new customers Adopt – The new customer begins to use report success early and often. or consume the product or service. Value Stage Communications in the Value Stage center on maximizing the value customers receive with our products, services, and Value – The customer gains tangible support. value through the product or service. Advocate Stage And then we reach the pinnacle when the customer becomes a brand ambassador for us. In the Advocate Stage, we’re engaging Advocate – The customer actively them further in the brand and in promoting the brand to others. promotes the company and products to friends and colleagues. Copyright 2010 Right On Interactive 5
  • 6. Visually Manage the Lifecycle Customer lifecycle marketing is a journey through these stages. And what better way to stay on course than with a map? This is a Lifecycle Map, a screen shot from our ROI Customer Lifecycle Marketing product. Individuals are mapped on two dimensions: Their engagement and their target audience profile. The Lifecycle Map gives you a bird’s eye view on whether you’re engaging the right people and the degree to which each is engaged. Lifecycle marketing is all about engaging people and advancing them forward in the lifecycle. The Lifecycle Map is an important tool for campaign planning. More than a dashboard, the Lifecycle Map is a dynamic campaign manager, enabling marketers to quickly create target audience segments for use in multi-channel marketing campaigns. Copyright 2010 Right On Interactive 6
  • 7. From Blog Conversion to Lead Nurturing In this primer, we’re focusing on converting blog leads to closed business. In context of the Lifecycle Map, we’re talking about the Develop Stage where we cultivate leads until the point there is an active sales opportunity. In this example, we’re looking at a demonstration company called Front Office Plus. They publish several blogs that correspond to groups of keywords. When this person searched a keyword phrase related to rental office furniture, they found this blog near the top of the organic search engine results. Once the person completes a registration form, they are automatically entered as a Lead in the Front Office Plus CRM system. This Lead’s Campaign History is also updated with the campaign tactic associated with the rental furniture blog. View the online demo of ROI Customer Lifecycle Marketing automation software Copyright 2010 Right On Interactive 7
  • 8. In a lot of companies, what happens next is that a lead qualification team reaches out to the prospect. If the prospect meets the qualification criteria, they are converted to a Sales Opportunity. Often, these folks are removed from all marketing communications. Unfortunately, if the opportunity fizzles, a lot of companies don’t have a process for automatically reclaiming or recycling leads for further nurturing. If the lead qualification team is not able to qualify the prospect, they usually end up on a newsletter list, which is typically a monthly, quarterly, or even a sporadic “group” communication rather than individualized. Copyright 2010 Right On Interactive 8
  • 9. What should happen is an automated drip campaign that cultivates each individual with dynamic content and cadence, and it should automatically recycle inactive sales leads. This type of nurture campaign can be time-based as you see here. Or, it can be response-driven, where, based on how the lead responds to each step, a new path or paths are taken, perhaps at a different cadence. Copyright 2010 Right On Interactive 9
  • 10. The outcome of multi-step marketing campaigns is significant over the results of those with a single-step. Of the several thousand incoming web leads that completed six steps of one of our own nurture campaigns, the engagement with this group quadrupled over what it would have been in a single-step campaign. Overall, we’re seeing a 20 percent response rate. Copyright 2010 Right On Interactive 10
  • 11. Returning to our friends at Front Office Plus, they track the conversion results for each blog in their CRM system. They can quickly see the response to each blog and ultimately the number of sales opportunities that result. Copyright 2010 Right On Interactive 11
  • 12. Once Tom submits the registration form, he enters an automated nurture campaign. Using the lead scoring software capability, Marketing transfers to Sales the leads that exceed an agreed upon threshold. This alignment with sales ensures that the highest quality leads are converted. For those that aren’t ready for an active sales cycle, we continue to cultivate. Any sales opportunities that go inactive are automatically picked up again by the nurture campaign. The value of this is that without any additional resources or effort, leads move through the campaign at an individualized pace, and can exit and enter the communication flow as appropriate…No manual list management, no manual uploading of lists into the email system, no reliance on Sales to change statuses on Contact records when they go inactive. Let’s look at how the system can automatically recycle sales leads. Copyright 2010 Right On Interactive 12
  • 13. Recycle Sales Leads: One When Tom responds to the “Nurture 2” communication, he triggers the lead scoring threshold, and Marketing passes the Lead to sales for follow up. In the nurture campaign, each Lead receives “Nurture 3” fourteen days after they receive “Nurture 2.” Recycle Sales Leads: Two We want to ensure that “Nurture 3” only goes out to each person if there are a reasonable number of days since the last touch. We configure the “Nurture 3” step to check for other communications within the previous 7 days, although this can be configured for as much time as you want. Recycle Sales Leads: Three The sales rep logs their phone call and follow-up email in the system… Both are outside the yellow zone, so “Nurture 3” is still on track to drop on day 14. Copyright 2010 Right On Interactive 13
  • 14. Recycle Sales Leads: Four But, a few days later, the salesperson connects with the prospect. Recycle Sales Leads: Five The system automatically pushes out the delivery of “Nurture 3” another 7 days. Recycle Sales Leads: Six As long as there are no further touches logged within the new yellow zone, “Nurture 3” drops on day 21. Copyright 2010 Right On Interactive 14
  • 15. Configuring each step in the nurture campaign is a matter of a few clicks. Step 1 Within ROI, we select a segmentation source, which can be from any combination of one or more databases, whether it be your CRM system, your email provider, a web analytics system, or any other, including the native marketing database in ROI. In this case, our segmentation source is Salesforce.com Reports. Copyright 2010 Right On Interactive 15
  • 16. Step 2 We create the segment, or bucket as we call it, by selecting Salesforce Reports to include people or exclude them. Here, we are including a report that contains all of today’s candidates eligible to receive Nurture 6. To avoid over-communication, we exclude people whose last activity or last campaign was within the past week. Copyright 2010 Right On Interactive 16
  • 17. Step 3 Finally, we configure this segment’s schedule. At the top, we select the segment we just created… indicate the action, which in this case is sending an email from our email provider… and then schedule it to run daily at 10 a.m. Automatically each day, ROI updates the segment with the group of people who qualify to receive Nurture 6 on that day, and sends the Nurture 6 email to them. With ROI, this action could be configured to send a communication through channels other than email, such as sending a voice message, a text message, a fax, or sending the list to a print fulfillment center for direct mail. Copyright 2010 Right On Interactive 17
  • 18. Improve Marketing Effectiveness By automating multi-step nurture campaigns, you are able to dramatically improve your business results. Programmed campaigns engage more people more often and enable you to convert leads to the sales team at the right time. They allow you to run automated “lights-out” campaigns that communicate with each lead individually at a cadence that matches their level of interest using highly relevant, personalized content. Sales and Marketing work as a coordinated team, ensuring the lead management process is consistent and effective while also ensuring that inactive sales leads continue their journey in the customer lifecycle. Copyright 2010 Right On Interactive 18
  • 19. Lead Nurturing Example By way of summary, I’d like to illustrate two examples of how marketers can use ROI to automate multi-step campaigns throughout the customer lifecycle. The first is a healthcare provider that drives leads through their website. They nurture two types of leads – those that have had a personal consultation, but haven’t made a decision, and those who have not yet requested a consultation. The first campaign targets the segment of prospective clients who have not had a personal consultation. It includes a telephone touch and a newsletter series discussing nutrition, exercise, and success stories of past clients. The other campaign targets the segment of people who have had a consultation. It includes a series of informational articles that address common fears and objections. Those who commit to the service can then automatically receive the appropriate faxed forms and on the day prior to the service, receive an automated voice reminder message. Copyright 2010 Right On Interactive 19
  • 20. Customer Nurturing Example The second illustration is Compendium. This is an example of a sophisticated customer communication program in the Adopt Stage. They call it, “Content Quest.” This 8-week campaign is designed to help new clients reach a critical mass of blog posts in the shortest time possible. Account administrators are on one track; the bloggers are on another where they receive tutorials and blogging tips 3-times a week. Since implementing Content Quest, new customers are reaching critical mass in record time. On average, clients are seeing an increase in posts per week of over 40 percent compared to all customers. Content Quest is an excellent model for on-boarding new clients. Compendium is systematically helping everyone get the most out of the product and helping them gain the momentum they need for a successful blogging program. Copyright 2010 Right On Interactive 20
  • 21. Next Step If you would like to start a dialogue, feel free to contact me directly. And if you’d like to read our new whitepaper, visit our homepage, at rightoninteractive.com. Richard Cunningham Vice President, Marketing About Right On Interactive ROI Customer Lifecycle Marketing software helps you win more rcunningham@RightOnInteractive.com customers, retain them, and increase repeat sales. Unlike conventional marketing automation solutions which typically 317.225.5868 focus on lead acquisition, ROI focuses on the individual buyer and how you can effectively communicate with them regardless of where they are in their relationship with the organization – New whitepaper from initial contact to brand advocacy. Action Guide to Lead Management The patent-pending technology and methodology behind the ROI Lifecycle Map™ dynamically charts each buyer in the Success customer lifecycle based on their profile and engagement level www.rightoninteractive.com in each distinct lifecycle stage. As a result, ROI uniquely enables you to visually identify and act on opportunities to cultivate deeper, more engaged relationships. Solutions in the ROI suite include campaign management, email marketing, lead scoring, lead nurturing, customer nurturing, multi-channel marketing, and sales and marketing systems integration. Copyright 2010 Right On Interactive 21