Streamlining the Buyer’s
Journey: More than
Marketing Automation
Maggie Georgieva
#INBOUND13
MAGGIE

GEORGIEVA
@mgieva

I am a horoscope junkie
Nurturing with Purpose:
1 

Define the Right Trigger Moments
Nurturing with Purpose:
1 
2 

Define the Right Trigger Moments
Create a Multi-Channel Nurturing Experience
Nurturing with Purpose:
1 
2 
3 

Define the Right Trigger Moments
Create a Multi-Channel Nurturing Experience
Monitor and Fine-tune Your Nurturing
1

DEFINE THE RIGHT
TRIGGER MOMENTS
Look at the buyer’s journey

SUBSCRIBER

CUSTOMER
Break it up in stages

SUBSCRIBER

LEAD

QUALIFIED LEAD

OPPORTUNITY

CUSTOMER
Goal one: convert contacts into Leads

SUBSCRIBER

Starting condition
Goal

LEAD
Goal two: convert Leads into MQLs

SUBSCRIBER

Starting condition
Goal

LEAD

QUALIFIED LEAD
Goal three: convert MQLs into Opportunities

SUBSCRIBER

Starting condition
Goal

LEAD

QUALIFIED LEAD

OPPORTUNITY
Goal four: convert Opportunities into Customers

SUBSCRIBER

Starting condition
Goal

LEAD

QUALIFIED LEAD

OPPORTUNITY

CUSTOMER
Define what each stage means
– contacts you don’t know much about

• 

SUBSCRIBER

• 

LEADS–

• 

QUALIFIED LEADS –

• 

OPPORTUNITIES

• 

CUSTOMERS

contacts that have converted on your website
contacts that have expressed product interest

– contacts that sales has marked as sales-ready

– contacts that end up buying
Let’s take the MQL stage as an example
Use workflows to streamline this journey

LEAD

SUBSCRIBER

Workflow

QUALIFIED LEAD

Workflow

CUSTOMER

OPPORTUNITY

Workflow

Workflow
1

Subscriber
to Lead
Workflow
example

2
1

Lead to MQL
Workflow
example

2
More segmentation,
new variations

#INBOUND13
Lifecycle stages, two personas
LEAD

CUSTOMER

LEAD

CUSTOMER

Becky

Philip
Add these details to your list(s)
Lead to MQL
Workflow
example for
a specific
persona
Why this approach?
Gets you focused on the actual events and actions
Why this approach?
Gets you focused on the actual events and actions
Develops common vocabulary between marketing and sales
Why this approach?
Gets you focused on the actual events and actions
Develops common vocabulary between marketing and sales
It’s scalable and can be fine-tuned easily
2

HOW TO CREATE A MULTICHANNEL NURTURING
EXPERIENCE
Different nurturing experiences
CUSTOMER

CUSTOMER
How to nurture contacts in an effective way?
QUALIFIED LEAD

Offer
Email
Workflow
Call-to-action
Social

OPPORTUNITY

CUSTOMER
Lead to MQL content and channels
• 

OFFER –

content that converts to customer at a high rate

• 

EMAILS–

promote that content in a compelling way

• 

WORKFLOW –

• 

CALL-TO-ACTION –

• 

SOCIAL –

schedule the emails to list of Leads + Persona
promote the content on your website

monitoring the list of Leads + Persona
Choose the offer based on performance
Craft emails to promote the offer
Schedule the email to the segmented list
Promote the same offer through a CTA
Monitor this list through Social
Getting started, now.

#INBOUND13
Install
Workflow
Recipes
3

MONITOR AND FINE-TUNE
YOUR NURTURING
Email
performance
in HubSpot
Examples of real emails in our Workflows
Review the emails
19%

7%
Another example
Review the emails
50%

4%
Monitor the offer’s performance
Optimize the call-to-action

Leads, CTR – 1.2%

Customers, CTR – 1.7%
Get the segments to be more granular
Monitor conversion rate
10 LEADS

100 SUBSCRIBERS

10% conversion rate

Starting list
Goal list
To improve is
to change.
-CHURCHILL
Improve performance through iteration
"
"
"

Refine your lifecycle stages
Refine your personas
Keep an eye on critical metrics
QUESTIONS?

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Streamlining the Buyer's Journey: More than Marketing Automation #INBOUND13