Palmer Blog

Lead Nurturing for Beginners

Posted by Drew Palmer on Fri, Apr 28, 2017 @ 02:57 PM

Lead nurturing is one of the most critical activities for any marketing department, and at times, it can be incredibly challenging especially if the product or service requires a substantial amount of money or investment. Ultimately, the effectiveness of your team's lead nurturing workflows have a direct impact on your bottom line and marketing managers need to make sure these workflows are well-constructed, transparent and measurable. 

Before we look into how to optimize workflows, let's first look at some of the all-too-common problems facing marketing teams regardless of size or industry. The following scenario may sound familiar. Joe in marketing gets a lead and follows up with a phone call. Jennifer gets a similar lead and shoots over an email. Meanwhile, a prospect visits a landing page and no one from the marketing team contacts them at all. Simply put, many marketing teams are missing opportunities to move customers down the funnel due to a lack of a standardization in lead nurturing workflows. Parts of this process aren't automated and therefore can't be measured. Other elements treat all leads as equal and don't roll out customized content according to where the customer is in the buyer's journey. And exasperated marketers decide to "go rogue" and nurture leads on their own, independent of any standardized process.

Map Out Your Current Workflows

The first step to effectively evaluating and optimizing your lead nurturing workflows is to map out your existing workflows. Let's take the example of when a prospect fills out a form on a landing page. What exactly happens after that? In this case we'll say the prospect wants to receive an eBook. So your marketing team is alerted of the contact and your workflow automatically sends a response email with a username and password to access the eBook. So far so good.

But then what? Naturally, you'll want to generate additional contact with with this prospect and move them down the funnel. Therefore, it's important to understand the important lead nurturing components of the workflow — that sometimes-ambiguous but highly critical area between initial contact and conversion. So ask yourself: what do we know about this prospect? Why did they download that eBook? What was the topic of that eBook and what can we infer in terms of other topics the prospect will be interested in? How else can we contact this prospect? And above all, how does our existing workflow address these questions?

Components of Your Lead Nurturing Plan

The challenge at this point is to put this plan into action by building it into your workflow. It can't be an informal process whereby a marketer shoots over an occasional email when inspiration strikes; rather, your workflow must include key details of this process like:

  • Method of contact — E-mail, phone call, etc.
  • Timeline — How often to contact prospect?
  • Deliverables — What kind of content to send to guide them down the funnel? What kind of follow-up questions to ask when the marketer talks to prospect?

The Importance of Measurement

Lastly, make sure that all automated components of your workflow are measurable. This will allow you to do two important things. One — most obviously — track the basic metrics that reflect the prospect's movement down the funnel: open rate, CTR, conversion rates, etc. And two — and just as importantly — successful measurement can help you create more targeted marketing approaches like "smart lists." For example, you can run a report to surface prospects who downloaded a "Commercial Solar Energy" fact sheet, work at a firm with under 25 employees, live in the Central Valley and are at the "top" of the purchasing funnel.

As we all know, there is no such thing as a "perfect" workflow. You'll always be tinkering with it, making adjustments and calibrating components based on what your data tells you. But at the end of the day, make sure you get the "big" stuff right by rolling out workflows that are standardized, measurable, and customized towards unique prospect needs.

Now we'd like to turn to conversation over to you. What's so difficult about managing your lead nurturing workflows? What approaches have proved successful? How do you get team members to buy-in when you make changes to the workflow?

Need more lead generation tips? Download our Lead Generation eBook or contact Drew@palmeradagency.com to find out how we can help your team build custom workflows to drive leads. 

Tags: workflows, marketing, lead generation