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.

SXSW, Inc. – This lean organization organizes some of the most well-known events in the world, including the SXSW film, music and interactive festivals held every year in Austin, Texas. The goal of their marketing team is to increase ticket sales and attendees at these events, so they use email marketing to keep subscribers up to date as new artists and speakers join the lineup.
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.
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.
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.
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.”
One thing that hasn’t changed with email marketing is that you need to be strategic about how you word every part of marketing emails. One of the best things about email subscriptions of today is that you can count on your prospects having some level of interest in your product or service that encouraged them to sign up for your subscription list to begin with.
Because lead generation is the first step of the sales process, both quality and quantity are important factors. Quality leads are leads that a salesperson has a good chance of closing, which means they must at least have the potential to become customers. Every lead list will have a number of junk leads – people who are not qualified to buy the product for some reason – but the smaller the percentage of bad leads, the less time salespeople will waste while processing that list. Quantity is also important because even a salesperson with a list of 100% good leads won't be able to close every one of them.
Following the alignment process (Step #1), every sales rep should understand how to use the CRM and other lead intelligence tools to be able to quickly evaluate sales qualified leads and reach out to them quickly. Lead intelligence will help reps formulate a strategy for engaging with their prospects, gain their interest and trust, and develop a relationship that leads to a closed sale. This process is called sales nurturing. Every rep needs to update the CRM following every communication to keep lead status up-to-date and make sure that Marketing doesn't step on the sales process with inappropriate content. Once a sale is consummated, Customer Service should be notified via the CRM and take over managing the account. Sales also needs to set up automated reminders for following up with their customers and setting the table for up-sells and retained services. Marketing and Product Development also need to stay in the loop to send supporting, customer-centric content that educates customers on best practices and upcoming releases.

Not all of your site visitors are ready to talk to your sales team or see a demo of your product. Someone at the beginning of the buyer's journey might be interested in an informational piece like an ebook or a guide, whereas someone who's more familiar with your company and near the bottom of the journey might be more interested in a free trial or demo.


Unsubscribe rate. Unsubscribes are always going to happen no matter what, and that’s usually OK because those people probably would never have bought from you anyway. However, a high unsubscribe rate can indicate that you are losing potential customers. Check the following: Why did people subscribe to your list in the first place, and are you delivering on that promise? Is the content of your autoresponder highly relevant to the segment it is being sent to? Are you sending too many sales emails with too little value emails?
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 inbound method attracts leads using online content. You create a website, or you write a blog, and you optimize it for online search through SEO (search engine optimization) techniques. This means the content has the appropriate keywords and answers the questions your target audience is asking. When your content is easily discoverable and begins to engage your readers, they become your leads. Depending on how you interact with them from then on, they can become your customers too.

Lead generation is the use of a computer program, a database, the Internet, or a specialized service to obtain or receive information for the purpose of expanding the scope of a business, increasing sales revenues, looking for a job or for new clients or conducting specialized research. Leads can consist of the names and addresses (or e-mail addresses) of individuals, corporations, institutions or agencies. Lists of leads can be gathered or filtered from targeted databases such as telephone and Internet directories.
The digital age has also made it easier for companies to research and understand their perspective leads. By understanding the wants and needs of their target customers, companies can tailor information to better draw them in, as well as qualify any potential leads based on a variety of factors, such as engagement and demographic information. It is increasingly important for companies to not only generate new leads but also develop and nurture relationships with them.
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.
Great advice on B2B marketing in these four primary channels. I’ve also seen that the most successful B2B channels can vary greatly by niche and vertical. In my industry, paid and organic search are king, with email, content and social supplementing our search marketing. In others that perhaps are less niche, I can see how social and content marketing making more of an impact. My company is boberdoo.com, which makes software for lead generators.
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.

: a function of e-mail software that automatically sends a response to incoming messages Unanswered e-mail is as big a turnoff as unanswered calls. Consider using your ISP's autoresponder to acknowledge received e-mail. It lets the visitors know their message arrived and gives you an opportunity to thank them for visiting the site.— Victoria Hall Smith, PC World, January 1999
Sales Development reps (SDRs), also often called Inside Sales or Lead Qualification reps, are focused on one thing: reviewing, contacting, and qualifying marketing-generated leads and delivering them to Sales Account Executives. Simply put, SDR teams pass the baton from Marketing to Sales. Why do it this way? Because you want to make sure every single lead Marketing passes to your Sales team is as qualified as possible. Your SDRs should take the time to help each and every lead, offer them value, make a positive impression, create future demand, and become a trusted advisor. This step is critical in the lead generation process because you don’t want to treat your leads as blank faces to be simply questioned, qualified, and harvested.
The connection between television appearances and new subscribers is historically difficult to track, but WP Curve’s television appearance significantly increased search traffic for branded terms – and search traffic accounts for 42% of WP Curve’s new signups. With TV as their megaphone, WP Curve saw a 27% increase in recurring revenue for in March. Read all about it here.
Automatically move inbound leads over to your CRM using marketing automation workflows and assign them to appropriate sales reps when they reach lead scoring thresholds and/or trigger specific behaviors, such as requesting a free trial or demonstration. Use segmentation rules to assign leads to an appropriate sales rep, for example by territory or industry. This process should be carefully planned in Step #1.

How do you minimize unsubscribe requests and spam complaints for your auto-responder program? The best way to minimize the risk of unsubscribe requests, spam complaints and non-opened emails with your auto responder program is the same way to minimize those risks with all email marketing. Provide useful, engaging content and good offers that your subscribers will care about. You can also use the best practices for managing unsubscribe requests, opt outs and spam complaints that we'll discuss later in this book and which include: prominent and easy-to-find placement of the unsubscribe link, proper opt-out and opt-in messages and asking users to "white list" you in your initial email.
When thinking about the five types of email marketing described previously, auto responders are almost exclusively used for customer acquisition email marketing. Your existing customers may respond well to an auto-responder campaign, but chances are high that the best place in your marketing mix for auto-responders is when trying to acquire new customers.
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.
I got an email today from a marketer…. subject line “Don’t Worry, I won’t email you again” Huh? I was never worried in the first place and is I found it insulting to my intellect to assume that in my daily busy life I would actually take the time to worry about a lame marketer trying to get under my skin. I’m not going to open it because it simply sounds pathetic and self serving. Maybe it’s me but I just don’t like time wasters and nonsensical drival.
Cost per click advertising (e.g. AdWords, Yahoo! Search Marketing) overcomes this problem by charging advertisers only when the consumer clicks on the advertisement. However, due to increased competition, search keywords have become very expensive. A 2007 Doubleclick Performics Search trends report shows that there were nearly six times as many keywords with a cost per click (CPC) of more than $1 in January 2007 than the prior year. The cost per keyword increased by 33% and the cost per click rose by as much as 55%.

Office Autopilot plans all start at above $200 a month. These are the top 10 autoresponder and email marketing tools on the market today. You have options all the way from free to several hundred dollars a month, from basic functionality to complex analytics and shopping cart integration. The one you pick depends entirely on where your business is and what it needs.


Another great post, Neil. And the timing couldn’t be any better – cuz I’m currently working on getting my web tech startup off the ground – http://irememba.com and we just finalized the Mockup for our Pre Launch Signup Landing Page and were playing around with Confirmation Page and Autoresponder copies. Some very good insights for me to keep in the back of my head.
Online surveys: Consumers are asked to complete a survey, including their demographic information and product and lifestyle interests. This information is used as a sales lead for advertisers, who purchase the consumer's information if provided. The consumer may 'opt-in' to receive correspondence from the advertiser and is therefore considered a qualified lead.
Emails triggered by milestones, like anniversaries and birthdays, are fun to get -- who doesn't like to celebrate a special occasion? The beauty of anniversary emails, in particular, is that they don't require subscribers to input any extra data, and they can work for a variety of senders. Plus, the timeframe can be modified based on the business model.
Cost per thousand (e.g. CPM Group, Advertising.com), also known as cost per mille (CPM), uses pricing models that charge advertisers for impressions — i.e. the number of times people view an advertisement. Display advertising is commonly sold on a CPM pricing model. The problem with CPM advertising is that advertisers are charged even if the target audience does not click on (or even view) the advertisement.
Beyond that, avoid using all caps, too many exclamation marks, and hyperbolic phrases ("ACT NOW BEFORE TIME RUNS OUT!!!!"). Poorly formatted HTML in your emails can also hurt how they’re handled. Every spam filter is different, so an email might pass through one filter but get flagged by another. For more comprehensive info on how spam filters work and how to avoid them, check out this guide by MailChimp.
Landing Pages - The best lead generation tool of all is your product. If you have a compelling product that solves a major pain point, visitors will want to provide their contact information even without any incentives. Presenting your product in the most attractive way is often done through landing pages or sales pages, which help educate and convert prospective customers. Landing page optimization is the key to making sure you are getting the most out of these pages.

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.


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.
One thing that hasn’t changed with email marketing is that you need to be strategic about how you word every part of marketing emails. One of the best things about email subscriptions of today is that you can count on your prospects having some level of interest in your product or service that encouraged them to sign up for your subscription list to begin with.
With their service, you can choose from a curated list of email newsletters and sponsor those that share your target customer. Sponsoring allows you to advertise your lead generation campaigns in email newsletters that matter to your target audience. LaunchBit screens all lists to make sure they’re legit and handles the transaction from sponsor to advertiser so the experience is smooth for all.

Search engines also provide lead generation options. Any business with a website can appear on a search engine listing for related searches, and visitors can then click a link and be taken to that company's website. However, some search engines also offer a pay-per-click lead generation option. The search engine posts a link to the company's website at the top of the search results form, making it much more likely that prospective customers will choose to visit that website. However, when a visitor does click the link the search engine charges that company a small fee, as opposed to the free 'general' listings.


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? http://www.digitalvidya.com/wp-content/uploads/2014/12/email-campaign.jpg

Once you have a good mix of high-value content, including visual content, start promoting it on social channels. The more engagement you get, the more Google considers your content to be of high value, which in turn boosts your SEO rankings. Search engines look for natural links, so the more informative your content is, the more likely people will link to it naturally.
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.
These metrics give you a high-level overview of how your subscribers are interacting with your campaigns and allow you to compare the success of one campaign to another. If you want to go deeper and see the exact people who opened and clicked your campaign, what links they clicked, etc. you can do so by choosing some of the other reports from the right hand side menu. https://i0.wp.com/digitalmarketingskill.com/wp-content/uploads/2015/06/Email-Marketing-Campaign-Fundamentals-For-Digital-Newbies-1.png?resize
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.
Lead generation is very important for the growth of a business. The buying process has changed and marketeers need to rethink and refocus their efforts in order to stay relevant. If people demonstrate to you that they are interested in your business, when you go to contact them about your offering they are no longer a stranger– but rather a true sales prospect who has “told” you they are interested in your product or service. https://1335865630.rsc.cdn77.org/images/welcome-email-campaign2.jpg

Facebook has been a method for lead generation since its inception. Originally, companies could use outbound links in their posts and information in their bios to attract strangers to their websites. However, when Facebook Ads was launched in 2007, and its algorithm began to favor accounts that used paid advertising, there was a major shift in how businesses used the platform to capture leads. Facebook created Lead Ads for this purpose. Facebook also has a feature that lets you put a simple call-to-action button at the top of your Facebook Page, helping you send Facebook followers directly to your website.

Cost per click advertising (e.g. AdWords, Yahoo! Search Marketing) overcomes this problem by charging advertisers only when the consumer clicks on the advertisement. However, due to increased competition, search keywords have become very expensive. A 2007 Doubleclick Performics Search trends report shows that there were nearly six times as many keywords with a cost per click (CPC) of more than $1 in January 2007 than the prior year. The cost per keyword increased by 33% and the cost per click rose by as much as 55%.
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.
Unsubscribe rate. Unsubscribes are always going to happen no matter what, and that’s usually OK because those people probably would never have bought from you anyway. However, a high unsubscribe rate can indicate that you are losing potential customers. Check the following: Why did people subscribe to your list in the first place, and are you delivering on that promise? Is the content of your autoresponder highly relevant to the segment it is being sent to? Are you sending too many sales emails with too little value emails?
No matter how effective the subject line you’ll always have subscribers who don’t open it for a variety of reasons. Send your email again specifically targeting a list segment of those who didn’t open the first time around. Not only is this a second chance in case they just missed the first email, it’s another opportunity to further split test subject lines as well as send times.

How many auto-responder emails should be sent? It is possible that the answer to this question will be determined by the email marketing service provider that you choose. Some email marketing service providers will only allow you to send a maximum of ten auto responder in a sequence. This is typically done to reduce spam complaints and preserve the IP that the email marketing provider is using. Most studies have shown that the ideal number for an auto-responder program will be between 12 and 15 emails. Ten is often not quite enough to convert a user, but more than fifteen increases opt-outs and spam complaints as subscribers who haven't converted then begin to become frustrated. Ultimately, the number of emails that you should send should be based on your content, its engagement level and the amount of time needed to convey it.
Unsubscribe rate. Unsubscribes are always going to happen no matter what, and that’s usually OK because those people probably would never have bought from you anyway. However, a high unsubscribe rate can indicate that you are losing potential customers. Check the following: Why did people subscribe to your list in the first place, and are you delivering on that promise? Is the content of your autoresponder highly relevant to the segment it is being sent to? Are you sending too many sales emails with too little value emails?
This is the number of visits to your website from unique URLs, not including your own employees. A higher number of website visits means more people are landing on your site. This traffic is acknowledged by Google (and other search engines) as an indication of your website’s authority. As a result, your website starts ranking higher for keywords you’re targeting. One way of getting more visitors to your website is by promoting it extensively on social media.
Attention scarcity is driving a shift from “rented attention” to “owned attention”. Historically, most marketing has been about renting attention other people have built. An example of this would be if you purchased an ad in a magazine or rented a tradeshow booth. But in the noisy, crowded market that today’s buyers live in, rented attention becomes less effective as attention becomes even scarcer. Of course, this is not an either-or proposition; you will ideally use a mix of rented vs. owned attention for your lead generation efforts to be affective.
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None of this works, let alone improves, without closely monitoring the performance of every aspect of your lead generation and lead management process. Account Reps, Consultants and Technologists need to use analytics tools to optimize each step in the process and make strategic decisions to improve results. Each team needs to know how to generate the right reports from your Marketing, Sales and Customer Service systems in accordance with the SLA created in Step #1. Reports are shared with other teams and Management in order to ensure compliance with the SLA, to make better budgeting and staffing decisions and to allow senior managers to assess performance.
Building any real, successful business takes time. Nurturing your social network presence, crafting a solid email marketing campaign, diligently working on creating and producing quality content–all of these tasks require a significant amount of time and focus. You’ll expend energy, but you have to move out of your comfort zone to achieve results – particularly when it comes to building your lead generation campaign. 
Many marketing agencies offer lead generation services for business that don't wish to develop their own systems. These agencies will often have a network of companies and websites that it uses to promote its client businesses. When a visitor expresses interest in one of the agency's clients, the agency passes that lead back to the client. Often agencies will promote their clients through a directory or list of providers, and when a visitor requests a quote for a specific service, the agency alerts the appropriate client.
Facebook has been a method for lead generation since its inception. Originally, companies could use outbound links in their posts and information in their bios to attract strangers to their websites. However, when Facebook Ads was launched in 2007, and its algorithm began to favor accounts that used paid advertising, there was a major shift in how businesses used the platform to capture leads. Facebook created Lead Ads for this purpose. Facebook also has a feature that lets you put a simple call-to-action button at the top of your Facebook Page, helping you send Facebook followers directly to your website.
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