beyond email - using hubspot workflows to turn subscribers into customers
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#INBOUND13
Beyond Email
Using Workflows to Turn Subscribers into Customers
Greg DeVore and Jā DeVore
@jadevoreJonathan DeVore
@gdevoreGreg DeVore
What are the goals for today?1. Define lifecycle stages and personas for your business 2. Create goal oriented workflows 3. Measure the effectiveness of your workflows
What was our challenge?
Lifecycle stages
1 Subscriber – folks who know about you and have opted in to hear from
you periodically
2 Lead – shown more interest in what you offer and have given you more
information
3 Marketing Qualified Lead – identified themselves as more deeply
engaged
4 Sales Qualified Lead – sales team has accepted as worthy of a direct
sales follow up
5 Opportunity – contacts who have become real sales opportunities in
your CRM
6 Customers – an actual, paying customer of your main product
Examples of HubSpot lifecycle stages
1 Subscriber – Subscribed to our newsletter or blog
2 Lead – Has taken an action that helps us identify their persona
3 Marketing Qualified Lead – Has signed up for a trial of our product
4 Sales Qualified Lead – NA
5 Opportunity – NA
6 Customers – People who purchase a subscription to our service
Map the lifecycle stages to your business
Marketing personas
Bad: Someone who needs to do create software documentation
Good: Someone at a B2B software company that has been newly tasked
with creating and/or improving their how-to guides
Marketing personas
The lifecycle stage helps us identify how far across the river the contact
has come
The persona helps us determine what will motivate them to take the next
step
The workflow helps us automate the process
Why lifecycle stages, personas and workflows?
Set small goals
1 Identify contacts who fit a specific persona
2 Move the contacts that match that persona to the next lifecycle stage
Some good small goals
Email course example
Lead nurturing example
Measure the effectiveness of your workflow
#INBOUND2013
Define your lifecycle stages
#INBOUND2013
Define your personas
#INBOUND2013
Set small goals
#INBOUND2013
Measure the effectiveness
#INBOUND2013
Experiment until you get it right
#INBOUND2013
Define your lifecycle stagesDefine your personasHave a goalMeasure the effectivenessExperiment until you get it right
Turn this…
into Success!
QUESTIONS?