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.

If rounds of split testing, segmentation, and resends still result in low engagement scores for some of your subscribers then don’t be afraid to clean your list. Review subscriber data regularly to monitor activity and engagement ratings. Remove or further segment those who aren’t engaging in order to improve the overall open rates of your primary subscriber segments.
It's tough to figure out if your lead generation strategy is working if you aren't looking at industry data. That's why we partnered with Qualtrics to survey more than 900 marketers from all different industries in North America and Europe to create a demand generation report with data on website visitors, leads, opportunities, customers, and revenue.

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. 


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 biggest culprit here are landing pages and, in particular, your forms. Forms separate your leads from non-leads, and have a huge impact on your conversion rates and overall lead generation results. If you haven’t already, I’d recommend optimising your forms – or using a tool like Leadformly to ensure that you’re not leaving leads behind from your marketing campaigns.
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.
Whether you’re dealing with consumer or business leads, successful lead scoring depends on a number of factors, such as high-quality content, well-defined buyer personas, relevant interactions, and involvement of the sales team. Lead generation software can be a useful tool, as often includes automated lead scoring. Learn more about how to generate leads on the blog. https://dab1nmslvvntp.cloudfront.net/wp-content/uploads/2016/05/1463308986image05-1024x694.jpg
If you want to integrate your email with your shopping cart but don’t quite want to spring for InfusionSoft, 1ShoppingCart could be your answer. 1ShoppingCart is a one stop solution for payment processing and email marketing. It allows you to segregate lists and mail only buyers or your entire list. It’s one of the more reputable shopping cart services on the net.
Use it to promote up-sells/cross-sells. You can even set up an autoresponder sequence for someone after they purchase and get repeat customers. Depending on the products you sell, you could offer an upsell, or cross sell related products. For example, if someone buys a digital camera, you can offer to add a lens, a tripod, and other accessories to their order before it ships. Or, if you sell products that people buy frequently (like food or disposable items, like diapers), you can automatically send them offers for new items when you know they’re about due for another order.

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.
From the moment we’re born, humans begin processing the world visually. That’s why using images and videos in advertising is the most effective way to capture attention and convey information. Hero shots, infographics, explainer videos, video case studies, and video testimonials all help your prospects understand the benefits of your offer and why they should claim it.

Promotional emails are one of the most economical ways for any business to connect with customers. Research shows a message is five times more likely to be seen through email than on social media like Facebook or Twitter. That’s why musicians use email marketing software to share their performance schedule with their fans, non-profits use it to get donations and photographers use it to promote their portrait services. It just works.


Using content blocks allows you much more flexibility in the look and feel of your email. With a drag-and-drop editor, you are locked into content fitting into a certain section within a pre-defined template. This approach offers very little flexibility in changing the overall design or layout of the email. With content blocks, you have the freedom to make more changes to the layout and individual design components. For example, you can change the amount of padding or white space between the content blocks. You can also change the individual background color of a particular content block row.
ConvertKit is specifically designed with creative people in mind, and that’s why we’ve chosen it as our email marketing software here at Copyblogger. Any member of our editorial team — no matter how technically challenged — can easily perform any task that needs to be done, including sending messages, creating automated sequences, using tags for message segmentation, reviewing analytics, and identifying personalization opportunities.
BoFu: Leads at the bottom of the funnel need your product/service. They’re past the education stage, they know exactly what you can give them, and now you’re making a clear pitch. This is the right time to offer a trial, demo, or a discount and bring them into your business. The leads that get to this stage are way fewer than those who step into the funnel, so make sure you offer maximum value here.
Write great subject lines. David Ogilvy once said that 80 cents of your dollar should be spent on writing headlines. With emails, the subject line is just as important. If it doesn’t catch your attention, you won’t open it. So, spend the majority of your time writing and polishing your subject line. A great email subject line entices curiosity about the content of the email. It’s also personal, and highly relevant to the recipient. To learn more about how to write amazing subject lines, we have an entire blog post on the topic: 30 Successful Bloggers Share Their Best Converting Email Subject Line.

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.)


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.
Basic text-based email editors to fully designed HTML or JavaScript templates are just some of the features these packages can provide businesses. You can manage your contacts by simply keeping a list of names and email addresses or you can create a complex database full of subscribers segmented by demographic slices and engagement levels. Which method you choose really just depends on how much of your budget you're willing to allocate towards the email marketing software that can give your company the features it needs.
The primary purpose of a transactional email is to convey information regarding the action that triggered it. But, due to their high open rates (51.3% compared to 36.6% for email newsletters), transactional emails are an opportunity to introduce or extend the email relationship with customers or subscribers; to anticipate and answer questions; or to cross-sell or up-sell products or services.[3]

Lead generation is a key element in the sales process that has changed in recent years alongside shifts in sales and marketing landscape. Generated leads are no longer an indiscriminate list of names that marketing hands to sales. Leads are generated today by drawing in potential customers using a variety of methods, offering them useful information, building and nurturing relationships, and evaluating which leads are ready to move forward in their buying journey. For more detailed information, visit our blog post on “5 Ways You Can Generate More Qualified Leads ”.
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.
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.
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.
A sales qualified lead is nearly ready to make a purchase, but may have more specific questions or needs to be addressed by the sales team. At this stage, sales staff continues nurturing the relationship that marketing initiated. Because these leads have already been qualified, they are more likely to turn into sales, and the latter part of the sales cycle tends to move more quickly. Strong marketing-sales alignment can result in more effective lead generation and higher conversion rates.
This is why, as an entrepreneur, I believe that building successful email marketing campaigns has never been more important than it is now. But there’s a problem; most people don’t know how to do it right. So in the interest of furthering best practices and helping you succeed as a business owner, let’s get back to the basics and talk about how a great email campaign is built, from the ground up.
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.
In marketing, lead generation is the initiation of consumer interest or enquiry into products or services of a business. Leads can be created for purposes such as list building, e-newsletter list acquisition or for sales leads. The methods for generating leads typically fall under the umbrella of advertising, but may also include non-paid sources such as organic search engine results or referrals from existing customers.[1]
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.
Whenever possible, add a personal element to your emails. Most email tools allow you to enter shortcodes that will be replaced with the recipient’s name when the email is sent out. Emails from Treehouse Co-Founder Ryan are always fun and personal. The subject lines are creative, messages are sent "from" Ryan's email address, and the content is personalized. If you reply to the mail, you'll even get a prompt response from Ryan himself!
Lead generation often uses digital channels, and has been undergoing substantial changes in recent years from the rise of new online and social techniques. In particular, the abundance of information readily available online has led to the rise of the “self-directed buyer” and the emergence of new techniques to develop and qualify potential leads before passing them to sales. https://www.sageworld.com/img/dist-emailcampaigns-top.png
Email marketing is all about expectations, and it’s up to you to set them. If your call to action is strong, and your follow-up is consistent, then you can count on a positive campaign. However, if you promise to send one email per week and instead send them daily, then you’re setting yourself up for failure. On the contrary, if someone is expecting daily updates or critical product updates and you don’t’ deliver, then they are likely to be just as upset in that case too.

CTR is the number of clicks on your CTA button, versus the total visitors to that landing page or ad. If 1000 people visit your landing page/view your ad, and 650 people click on the CTA, your CTR is 65%. A high CTR depends on a number of factors, chief among which are the value proposition on your page/ad, your CTA’s placement, and the relevance of your content vis-à-vis your target audience.


Content is a great way to guide users to a landing page. Typically, you create content to provide visitors with useful, free information. You can include CTAs anywhere in your content — inline, bottom-of-post, in the hero, or even on the side panel. The more delighted a visitor is with your content, the more likely they are to click your call-to-action and move onto your landing page.
If you’re managing a list in the hundreds, thousands or low tens of thousands and you only collect leads through the internet, then there’s no better service than Aweber. Aweber doesn’t really allow you to add leads from offline sources. However, for online lists, Aweber sports the best deliverability ratings on the market. If you’re primarily using online opt-in forms, use Aweber. Your emails will get delivered, opened and clicked on.
Although lead generation no longer revolves around using the phone to identify qualified leads, that doesn’t mean the calling has stopped entirely. To engage and qualify prospective buyers, inside or outsourced teams will often still call prospects who have shown some level of interest. Sometimes they’ll call to highlight a value proposition or event as part of the lead nurturing and engagement process. In other cases, they’ll call simply to ask questions and determine interest as part of the lead qualification process. https://www.digitalthing.com.au/wp-content/uploads/email_campaigns.jpg
Focus on the reader first. You should always write your emails to address the needs of your subscribers, not yours. Offer ways to solve their problems, don’t simply talk about your products and how great they are. (This is a part that so many companies get wrong.) Ask yourself, what are the biggest pain points/struggles for my subscribers? How can I solve their current problem in this email? https://1hdejnvtunmo3ckr2kr3m0y8-wpengine.netdna-ssl.com/wp-content/uploads/2018/01/14-Email-Marketing-Campaign-Ideas-1024x512.png
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.
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