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.

Lead Qualification and Filtering is the process of determining whether a lead is ready to be passed on to sales based on things like customer demographics and behaviours. Some leads will be filtered out, because they are not yet at that stage or appear less promising than others – focussing on unqualified leads is a waste of time and resources. Customer relationship management (CRM) software can be used to track and evaluate leads before distributing them to sales.


As a growing business, you may also be looking for a CRM solution, and you'll find that the more advanced email marketing services have begun to crossover into CRM. It makes sense: Both types of software deal with managing and communicating with customers. A handful of these services are one-stop shops, either offering both email marketing and CRM out of the box or as add-on services.


Our email editor provides the most flexibility in design with a content block approach rather than a drag-and-drop methodology. With content blocks you can easily add rows of new content elements, move them up and down, and swap content from left to right. With content blocks you can also set the padding or amount of white space between elements, giving your content the room it needs. In addition, free graphics are available in our image library. Neither MailChimp nor Constant Contact offers any of these features.
Even if you’ve already got a long list of emails for clients and prospects, you should never stop adding to it. Especially since it’s not nearly as hard as it sounds. For example, make sure your list is always growing passively with a signup feature on your website. Subscription forms should be on your home page, blog page and everywhere else you can fit it without taking away from more important content.

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.
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.
Imagine you have 125 leads. Every lead has engaged with your business in unique ways, and they’re in different stages of your sales funnel. It’s not humanly possible to glance at a lead and recall how closer/farther they are to your business—until you use lead scoring technology. Lead scoring is a method by which you define parameters to qualify or “score” a lead in the CRM. So a CTO might get 15 points by virtue of their designation, and a lead who clicked on a link in your email might get 10 points (versus a lead who only opened your email and gets 5 points). All these points add up, and the higher the score, the hotter the lead. Putting a score on a lead cuts down your decision-making time in terms of which lead you should contact first.
Monitor and influence the progress of leads through the sales funnel by presenting them with relevant content based on buyer persona and content mapping. Content can be sent via personalized drip email campaigns or by direct integration using personalized content, for example website messaging that is tailored for lead segments or buyer personas. Apply lead scoring rules as leads consume your lead nurturing content and move them to different lifecycle stages and segments using marketing automation workflows.
Essentially, you can tell Office Autopilot what to do if certain things occur. For example, if a customer places an order, you can send an order to your fulfillment house to fulfill that order. Or if a customer leaves, you can send them a last minute special offer. Just select the trigger for the action, then select what list it applies to then select what to do when that action is trigger. 

When a new approach to marketing takes marketers by storm, some marketers make the mistake of moving into new strategies full force, leaving methods that have worked well in the past smoldering in the dust. The best marketing campaigns use several marketing forms simultaneously. The key to maximizing results with every effort is to know your purpose, target the right customers and learn from your results.
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.
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.
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.

Auto responders present an excellent opportunity to create email marketing results with minimal effort after the initial build out. However, the key to success is to think through the process during the build out and to monitor the program carefully for the first several months in order to optimize it. We'll discuss auto responders throughout the remainder of this book when talking about email design, implementation, tracking and optimization.
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.
With Pay-per-Click (PPC ) ads you pay for each click on your ad which is displayed on a search engine such as Google, Yahoo, or Bing, or on a website. For PPC on search engines, your ads show up as sponsored results on the top and side of the organic search terms. PPC ads are a terrific way to draw attention to your latest content or service offerings. They are also highly targeted so they can generate very high quality leads.  Advertisers bid on keyword phrases relevant to their target markets and your ads will display when a keyword query matches your chosen keyword list.
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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