How do you attract and handle leads? It's a simple question, but few of the companies we talk to have a definitive answer. More often than not, there is no process in place for generating and managing leads from first conversion through sales closing. If a process exists, it's commonly a mix of manual sorting and inefficient communications that risk losing leads and the all-important timing between a bottom-funnel request and a sales response. Here are 10 steps you should take to improve your lead generation and management process.
The basics we've gone over in this blog post are just the beginning. Keep creating great offers, CTAs, landing pages, and forms — and promote them in multi-channel environments. Be in close touch with your sales team to make sure you're handing off high-quality leads on a regular basis. Last but not least, never stop testing. The more you tweak and test every step of your inbound lead generation process, the more you'll improve lead quality and increase revenue. https://echogravity.com/wp-content/uploads/2015/10/What-to-Expect-When-You-First-Launch.png
Use personalization. Personalizing the content of your emails (depending on your segment from Chapter 3) will make it infinitely more relevant and valuable to them. Personalization is so much more than inserting your subscriber’s first name into the email. You need to tailor the actual content of the email to address their needs. For instance, an online retailer will find it much more valuable to read an email with the subject line, “How to build backlinks to your eCommerce store” than just a generic subject line, “How to build backlinks.”
The main sources from which I get our leads are our blogs, organic traffic, pay-per-click ads and salespeople. No matter where you source your leads, use several email chains that are customized according to what those leads are looking for. Next, categorize them and get them in the right automated email chain. This places them in your sales funnel to warm them up and get them ready for sales. https://sampi.co/wp-content/uploads/2013/04/Choosing-Email-Marketing-Service-for-Chinese-Marketing-Campaign.jpg
Use it as a lead magnet/free mini course. You can also use an autoresponder as a lead magnet to attract new subscribers to your email list. This is commonly done in the form of a free “mini course”, or a free “challenge”, which promises to deliver a series of emails containing lessons (or other valuable information) over the course of several days or weeks. There is a high perceived value with a mini course or a challenge like this, which makes it a very effective lead magnet.
When an MQL displays sales-ready behavior, like requesting for a demo or signing up for a free trial, they become a sales qualified lead. These leads are usually handed over by the sales team to an Account Executive (AE). SQLs are close to making a purchasing decision, so the quicker the AE acts, the higher their chances of conversion. A good way to identify an SQL is by applying the BANT framework—do they have the Budget, Authority, Need and Timeframe to buy from you?
Email Newsletters are some of the most common and popular forms of email marketing. Use email newsletters to provide your subscribers with timely, expected, and helpful updates from your brand. Include thought leadership or how-tos, announcements about your product or service, insider-peeks into your business, or any other engaging content that adds value to your subscribers’ inboxes.

First, act as though you’re a prospect making their way to your business’s landing page. Start by ensuring that the links to your landing page are working, wherever they may be — email, PPC networks, sponsored social media posts, etc. Are they driving you to the landing page that they’re supposed to? Does everything look the way you intended on every browser?

Lead scoring is a way to qualify leads quantitatively. Using this technique, leads are assigned a numerical value (or score) to determine where they fall on the scale from “interested” to “ready for a sale”. The criteria for these actions is completely up to you, but it must be uniform across your marketing and sales department so that everyone is working on the same scale.


Your blog is a fantastic place to create trust with your buyers. Readers can stumble upon your blog from all over the web, so you want to make sure it is search-engine optimized. Remember that someone reading the blog may not want to immediately sign up for a demo, so highlight the Calls-to-Action that ask your reader to subscribe to the blog or to follow you on social channels. A well laid out blog will keep your readers interested, coming back for more, and hopefully curious enough to start looking at the rest of your site. Keep your readership up and position your blog as a gateway to conversion.
Lead generation can be an easy way to increase your return on investment and greatly expand your client base. Approach it just like you would any other advertising endeavor: set aside a reasonable budget to test it and see if it works for your business. The key to being successful in lead generation is to brush up on your sales and marketing skills so that the leads you receive convert at a high sales rate. Do not try to approach this method of marketing without the ability to follow through and close the sale.
Lead nurturing also increases lead to opportunity conversion rate, drives more revenue, and shortens the sales cycle. It is about finding the right buyers at the right time. Lead generation brings buyers into the funnel, but lead nurturing and scoring sends them to sales so that your sales team can close the deal at the right time. In fact, according to MarketingSherpa’s Lead Generation benchmark report, companies who leverage lead nurturing see a 45% lift in lead generation over those companies who do not use lead nurturing.
The most advanced email marketing services offer custom workflows where you can specify triggers based on actions (such as opening an email or making a purchase) or on inaction (such as ignoring emails). With these services, you can also set up a series of emails (such as tutorials) to be sent to segments of users, and you can pause or stop a campaign at any time. You can also move contacts into new segments once they have completed tutorials.

It’s long been known that headlines attract more attention than body copy on a written page. Decades ago, the father of modern advertising, David Ogilvy, found that 8 out of 10 people will read a headline, while only 2 will read the body copy. Make sure the big, bold words at the top of your page give prospects a reason to read the rest of it by communicating the benefit of claiming your offer. If you can’t explain what’s in it for your audience immediately, they won’t continue on.


Let’s begin by with the definition of a lead. What does a lead mean to your company? Many companies have different definitions depending on their sales cycle, but standard definition is a qualified potential buyer who shows some level of interest in purchasing your product or solution. For the leads that fill out a form, they often do so in exchange for some relevant content or a compelling offer.

And that leads us right into understanding service pricing and packaging. The email marketing services we reviewed range from about $5 per month to as much as $20 per month for a range of features. Many email marketing plans include unlimited email sends each month and bill you based on the number of subscribers. If you have a small list, then look for a company that offers a free plan, a low-cost plan for several hundred subscribers, or even a pay-as-you-go plan. On the flip side, many of these services also offer high-volume plans with up to 100,000 or more contacts. Sometimes this requires a custom plan that has to be arranged directly with a sales rep. If you're willing to commit, then look for the companies that offer discounts if you pay yearly rather than monthly. A few offer also money-back guarantees.


Autoresponder allows you to easily map out and automate processes in order to engage leads quicker while also making day-to-day communication more efficient. With Autoresponder, you are able to use a variety of drag-and-drop elements to create workflows automatically to determine which messages are sent and when exactly they are sent. Once you have a workflow structure set up with all the elements and delays required, you are able to create and customize content for each of the email messages using a drag-and-drop editor to create custom, appealing emails for each lead.
Why does email list segmentation matter? We know that beyond relevancy, list segmentation is important from a revenue perspective. Data from the DMA indicates that segmented and targeted emails generate 58% of all email revenue. On top of this, our research found that marketers who used segmented campaigns noted as much as a 76% increase in revenue–and more than 76% of marketers say basic segmentation is part of their email marketing strategy. https://c1.sfdcstatic.com/content/dam/web/en_us/www/images/marketing-cloud/hub/The%20Do%27s%20and%20Don%27ts%20of%20Crafting%20Effective%20Email%20Marketing%20Campaigns/dos-donts-email-marketing-1.jpg
Email marketing is a simple and proven strategy to promote your business. It attracts new customers and helps maintain close relationships with loyal customers. There's a long list of email marketing services available today and most operate at relatively low prices, with packages to fit every business size and need. It's just a matter of determining which features and tools you need and how much you're willing to spend.
A lead magnet (a.k.a. an optin bribe) is something amazing that you give away for free in exchange for an email address. This doesn’t have to cost you anything to create– most lead magnets are digital materials like PDFs, MP3 audio files, or videos that you can create yourself at minimal or no cost. It can be absolutely anything you want, so long as it provides value for free. https://www.designhill.com/design-blog/wp-content/uploads/2018/06/Email-Marketing-Campaign-768x439.jpg

This vast quantity of information also means that customers are no longer as interested in listening to a traditional sales pitch that doesn’t relate directly to their needs and it might even push them away. It is now important for companies to focus on generating new leads by developing a strong internet presence. This is often accomplished using inbound marketing methods that employ techniques like search engine optimisation and content marketing.
Use it to send new subscribers a “welcome” sequence. This is the message that you send to people right after they subscribe to your email list. It could contain a link to your lead magnet for an easy download, a thank you for subscribing, and maybe a call-to-action to check out your most popular blog posts. Every email list needs a welcome series: don’t miss this chance to “woo” your new subscribers and turn them into loyal fans! https://assets.pcmag.com/media/images/465640-email-marketing.jpg?thumb
The form on your landing page consists of a series of fields (like in our example above) that collect information in exchange for the offer. Forms are typically hosted on landing pages, although they can technically be embedded anywhere on your site. Once a visitor fills this out — voila! — you have a new lead! (That is, as long as you’re following lead-capture form best practices.)

An autoresponder is a computer program that generates a response to an email, request, or action. Autoresponders were initially used to notify a sender of an undeliverable email, but now they are often used in email marketing. Autoresponders can give you the ability to send a customer a pre-written email when a specified event takes place, such as a customer creating an account or purchasing a product.

In the old world of information scarcity, the concept of “lead generation” meant marketing found the names of potential buyers and passed them to sales. Buyers expected that they would have to talk to sales and sales expected to speak to uneducated early stage buyers that may not yet be qualified. This has all changed. Today, buyers can do their own research online and can find a variety of educational resources through search engines, social media, and other online channels. Through content resources, today’s buyer can learn a great deal about a product or service before ever having to even speak to a sales person.  So businesses must make sure that they build their digital presence.


In the old world of information scarcity, the concept of “lead generation” meant marketing found the names of potential buyers and passed them to sales. Buyers expected that they would have to talk to sales and sales expected to speak to uneducated early stage buyers that may not yet be qualified. This has all changed. Today, buyers can do their own research online and can find a variety of educational resources through search engines, social media, and other online channels. Through content resources, today’s buyer can learn a great deal about a product or service before ever having to even speak to a sales person.  So businesses must make sure that they build their digital presence.
Let’s begin by with the definition of a lead. What does a lead mean to your company? Many companies have different definitions depending on their sales cycle, but standard definition is a qualified potential buyer who shows some level of interest in purchasing your product or solution. For the leads that fill out a form, they often do so in exchange for some relevant content or a compelling offer.
Visitor Tracking: Hotjar has a heatmap tool — a virtual tool which creates a color-coded representation of how a user navigates your site — that helps you understand what users want, care about, and do on your site. It records visitors and tells you where they spend the most time on your site. You can use it to gather information on your lead generation forms, feedback forms and surveys, and more. https://www.lyfemarketing.com/blog/wp-content/uploads/2018/01/email-marketing-roi-2.jpg
What should be the time frame between sends? At the beginning, you want to ensure that you do not take too long between sends. Your subscribers have just signed up and are enthusiastic about receiving your communication, so take advantage of that enthusiasm.While once daily is too frequent, you can begin by spacing your emails out with only a day in between. After that, extend the time between to three days. As you get to the tail end of your auto responder, meaning that you are getting to the least engaged customers who have not converted and may mark you as spam or opt-out of the email, begin to stretch things out by five days or even a week. Many email marketing service providers will allow you to also mark days of the week that you don't want your auto responder to send, so you may want to eliminate weekend email sends of auto responders. Email open rates are lower on weekends.
Set up marketing automation workflows to categorize leads and segment them into lists using criteria established in Step #1. Use these lists to nurture leads with relevant content and personalized email communications. Also use them for targeted campaigns, segmenting leads with a certain role or title or within a certain industry or market segment. https://subiz.com/blog/wp-content/uploads/2015/06/email-marketing-campaign.jpg
An investor lead is a type of a sales lead. An investor lead is the identity of a person or entity potentially interested in participating in an investment, and represents the first stage of an investment sales process. Investor leads are considered to have some disposable income that they can use to participate in appropriate investment opportunities in exchange for return on investment in the form of interest, dividend, profit sharing or asset appreciation. Investor lead lists are normally generated through investment surveys, investor newsletter subscriptions or through companies raising capital and selling the database of people who expressed an interest in their opportunity. Investor Lead lists are commonly used by small businesses looking to fund their venture or simply needing expansion capital that was not readily available by banks and traditional lending sources.
If you’ve been following along from the beginning, you have now learned how to grow your email list to epic proportions, you’ve segmented your list so that your emails are highly relevant to each individual subscriber, and you’ve learned how to send amazingly effective emails that have a high open-rate. Now you are ready to automate the process and turn your campaigns into money-making machines! http://1287170585.rsc.cdn77.org/wp-content/uploads/2016/11/3Stages_EmailMkt_Branding.png
While almost all reputable email service providers work very hard to make sure that your emails are not blocked by major ISP’s, they can’t control whether or not your emails hit the inbox or the spam box. Although most will help you by providing a quality score to help you determine availability, getting whitelisted is the most effective way to ensure that your emails get delivered properly.
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Marketing emails need to be personalized to the reader and filled with interesting graphics. Few people want to read emails that are addressed "Dear Sir/Madam" -- as opposed to their first or last name -- and even fewer people want to read an email that simply gives them a wall of text. Visuals help your recipients quickly understand what the point of the email is.
The first autoresponders were created within mail transfer agents that found they could not deliver an e-mail to a given address. These create bounce messages such as "your e-mail could not be delivered because..." type responses. Today's autoresponders need to be careful to not generate e-mail backscatter, which can result in the autoresponses being considered E-mail spam.
Lead generation can be an easy way to increase your return on investment and greatly expand your client base. Approach it just like you would any other advertising endeavor: set aside a reasonable budget to test it and see if it works for your business. The key to being successful in lead generation is to brush up on your sales and marketing skills so that the leads you receive convert at a high sales rate. Do not try to approach this method of marketing without the ability to follow through and close the sale.

An MQL is one step higher than a lead, in terms of the level of engagement with your business. An MQL typically performs an activity, like downloading your ebook, which is a clear indication of their interest in your business. Sometimes an MQL can also be determined based on their demographic profile. MQLs are ready to be nurtured, but they’re not ready to buy just yet. They’re usually handed over by the marketing team to the sales team.
4. Make Links Clear and Visible & Use Text Links: Make sure that all links to your product purchasing pages are clear and visible. When possible, default to blue, underlined links for easy user recognition. Though in web design it is often unadvisable to use the words "click here" in a link, in email design it typically is more effective to use the words "click here." Make sure that your links are text links and not image-based links as images may not appear in all emails.
An autoresponder is a computer program that generates a response to an email, request, or action. Autoresponders were initially used to notify a sender of an undeliverable email, but now they are often used in email marketing. Autoresponders can give you the ability to send a customer a pre-written email when a specified event takes place, such as a customer creating an account or purchasing a product.
Whether you are hosting a small private function, a large-scale international tradeshow, or an executive-level webinar, event marketing needs to be an integral part of the lead generation mix. After all, events are a critical component of an outbound marketing strategy. Essentially, events offer you the chance to define your brand, clarify the solutions you provide, and establish personal connections with participants. And while they provide you with an invaluable opportunity to engage with prospects and customers, events also give attendees the chance to interact with each other. As every marketer knows, there is no better advertising than the direct words of a satisfied customer. Events also provide a venue to deliver speeches and content that convey your company’s thought leadership and raise your perception in the eyes of buyers.  Compared to other marketing tactics, events are more likely to quickly turn a prospect into a strong lead. As a lively, interactive, educational forum, events position your business as a trusted leader in a field of many.

Marketing emails need to be personalized to the reader and filled with interesting graphics. Few people want to read emails that are addressed "Dear Sir/Madam" -- as opposed to their first or last name -- and even fewer people want to read an email that simply gives them a wall of text. Visuals help your recipients quickly understand what the point of the email is.
The aspects of your lead gen campaign should mirror everything else on your website, on your blog, and within the product that you will eventually try to sell. If not, you’ll have a difficult time getting your lead to the next lifecycle stage. Your campaign should be about more than just obtaining an email address — it should be about developing a new customer.
When a subscriber is sorted into a segment, it can trigger an automation to send to them. Each person’s interactions with your email campaigns or your website can trigger a sequence of follow-up emails based on their interests, allowing you to hone your message to your targeted audience. For example, if someone visits your pricing page, you know they’re probably further down your sales funnel and will want to follow-up appropriately. Or if they went to a specific product page or clicked on a link for that product, you can send additional information about the product, testimonials and more.
Secondly, even if they can find it, they won’t click it unless you get them excited to. Traditional button copy like “Sign Up,” “Subscribe,” and “Submit” won’t do that. Like everything else on your landing page, it’s important your call-to-action be benefit-focused. If you’re offering your prospects membership to a newsletter filled with expert insight, instead of “Submit,” use something like “Send Me Expert Tips!” instead. Put the emphasis on what your prospects will get by converting, not what they have to do to get it.
Ironpaper works with B2B enterprises and organizations wishes to scale their marketing efforts. We focus on sales qualified lead generation and prospect to lead conversion rates. Our services include lead-generation marketing, automation, advertising, social media, SEO and PPC. We build websites, mobile apps and produce great content to win new business and leads for clients.
If things go as planned, your email autoresponder series will build trust with your prospects. Your messages will make regular appearances in their inboxes. And, you’ll be sharing useful lessons and progressively gaining mindshare. If your content is well received, you’ll essentially be training the reader to open your emails, visit your website, and ideally, do business with you. http://network.napco.com/target-marketing/wp-content/uploads/sites/3/2016/10/1266076_59809070_thumbnail.jpg
Because search engines equate high-quality content with a high-quality website, creating content with value is very important. Conduct a content audit to see how many of your assets fall into the thought leadership vs. promotional category. That means making sure that your thought leadership content has substance to it. Lots of companies are jumping on the content bandwagon, so do it right: focus on quality over quantity, and on providing useful – not promotional – information.
Your website is where the magic happens. This is the place where your audience needs to convert. Whether it is encouraging prospective buyers to sign up for your newsletter or fill out a form for a demo, the key is to optimize your website for converting browsers into actual leads.  Pay attention to forms, Calls-to-Action (CTA), layout, design, and content.
5. Use Personalization Fields: While always important in email marketing, because an auto-responder list can not be easily segmented, be sure to use the features of your email marketing program, such as those at Comm100, that allow you to personalize fields within your auto responder email with the subscriber's first name, handle, user name or other submitted information.

Though they’ve been around for a while, not all small business owners are familiar with the capabilities that autoresponders offer. To help businesses start reaping the benefits, this post provides important definitions, different types of autoresponders and 13 specific examples of how they can be used right away to increase engagement, leads and sales. https://thenextscoop.com/wp-content/uploads/2016/03/email-marketing2.jpg


When a subscriber is sorted into a segment, it can trigger an automation to send to them. Each person’s interactions with your email campaigns or your website can trigger a sequence of follow-up emails based on their interests, allowing you to hone your message to your targeted audience. For example, if someone visits your pricing page, you know they’re probably further down your sales funnel and will want to follow-up appropriately. Or if they went to a specific product page or clicked on a link for that product, you can send additional information about the product, testimonials and more.
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