Campaign Template

Buy: Expedite Conversions and Increase Salesperson Capacity

CAMPAIGN GOAL

The primary goal of the Buy Campaign is to swiftly convert prospects into paying customers while minimizing salesperson interaction. Prospects at this stage should have sufficient product knowledge, allowing the campaign to emphasize personalized messaging and optimized touchpoints tailored to hasten transactions and ensure a seamless buying experience. The ultimate aim is to reduce salesperson involvement and maximize conversion speed, increasing each salesperson’s capacity to manage more deals and boost overall sales revenue.

A critical aspect of the Buy Campaign is striking the right balance between offering the necessary information and avoiding information overload, which could prolong the sales cycle. As prospects entering this stage already possess adequate product knowledge, the campaign’s focus shifts to the deal, contract, and transaction rather than the product. This approach aims to deliver the essential product details without overwhelming prospects or generating further questions for the customer. By carefully targeting audience segments and promptly removing prospects from Try stage campaigns once they enter the Buy stage, the campaign maintains focus and averts confusion.

In some instances, customers may need more guidance to complete a purchase, but the opportunity cost may not justify the salesperson’s extra attention. In such cases, consider assigning the deal to a junior salesperson, who can close the transaction for the same amount over an extended period, or upgrading the customer to work with a traditional relationship-based salesperson who can close the deal for a significantly larger dollar amount, warranting the time investment.

The Buy Campaign’s success relies on improving closure rates, shortening the time needed to close deals, and refining touchpoints for optimal effectiveness. To support sales teams, the campaign enables manual automation, creating a series of automated tasks and jobs that the system can execute for the salesperson but are initiated manually by the salesperson. For example, case studies and success stories may be advantageous at this stage, but the salesperson should determine which ones to send and when. By adopting a strategic approach and focusing on these key outcomes, the Buy Campaign streamlines the sales process, offering a smooth experience for customers and ultimately leading to increased conversions and customer acquisition.

  • Strategic objective: Efficiently convert prospects into customers
  • Tactical objective: Minimize salesperson interaction and maximize the speed of conversion
  • Key Results:
    • Improve closure rate
    • Reduce time to closure
    • Refine and streamline touchpoints to optimize their effectiveness in accomplishing the previous outcomes.

Buy Campaign Roadmap

A practical plan to expedite conversions, minimize salesperson interaction, and maximize the speed of conversion through personalized messaging and optimized touchpoints.

Step 1: Targeted Content and Support Information

The initial step in the Buy Campaign process emphasizes delivering relevant case studies and success stories to prospects. To guarantee that the content is customized to the prospect’s needs, salespeople should assign industry and persona information to the opportunity within the CRM system. This approach ensures that the most suitable assets are shared with prospects based on their unique requirements and interests.

In addition to success stories and case studies, it’s vital to offer prospects information about support and onboarding. This reassurance demonstrates that the quality of their experience will remain consistent even after the transaction is completed. Although content introducing this information does not necessarily need to be targeted by industry or role, providing tailored onboarding materials can enhance the relevance and value of the content shared.

For cloud-hosted solutions, security is often a significant concern for prospects. At this stage, it may be helpful to have a document outlining security practices prepared to send to prospects to address their concerns. However, it’s crucial to be cautious when sharing this document, as it might unintentionally raise additional questions or concerns. We suggest that salespeople keep the document ready for dispatch only if needed and, when required, share it with the smallest audience possible. To maintain focus on the transaction discussion, it’s wise to schedule separate meetings dedicated to resolving security concerns. By adhering to these guidelines, the Buy Campaign ensures that the content provided is tailored, relevant, and organized, ultimately leading to a smoother buying experience and increased conversion rates.

Step 2: Engaging with Decision Makers

In the Buy Campaign, identifying and focusing on the appropriate audience is crucial, as it is likely to differ from the audiences in the Try and Discover experiences. While the Try and Discover experiences may initially engage end-users, such as engineers or IT managers, the Buy experience targets individuals with purchasing or decision-making authority, like engineering directors or IT directors.

Upon accepting an MQL as an SQL, one of the initial tasks is to establish connections with additional contacts at the account who have the appropriate authority, ensuring all communications in the Buy stage are focused on the right people. This targeted approach enhances the relevance and effectiveness of the campaign.

Now that you’re engaging with decision-makers who previously weren’t part of the marketing automation system, it’s crucial to leverage their first identified engagement to uncover historical engagement data. By doing so, you can obtain a more comprehensive understanding of how these individuals have interacted with your website content in the past. This insight enables you to tailor your communication strategies and content offerings based on their unique needs and preferences, improving the overall relevance and effectiveness of the Buy Campaign.

It’s essential to promptly remove prospects from all Try phase campaigns when they enter the Buy phase. This action prevents distractions and confusion, as the Try phase focuses on potential end-users, while the Buy phase targets decision-makers. Distraction in this context means sending irrelevant information or causing prospects to backtrack in the customer journey. By concentrating on the targeted audience and leveraging historical engagement data, the Buy Campaign can optimize its effectiveness and streamline the sales process, ultimately leading to increased conversions and customer acquisition.

Step 3: Automation and Enhancing Sales Team Efficiency

In the Buy Campaign, a targeted email drip campaign is utilized to deliver success stories, case studies, and overviews of support and onboarding to prospects. However, it’s crucial not to initiate this email drip immediately after someone requests a quote. The sales team should first identify the correct contact and gather additional information for targeting based on industry, roles, personas, etc., when converting the MQL to an SQL.

To support the sales team, it’s essential to create a repository of all relevant assets and develop a one-click deployment system for emails within the CRM. This system allows salespeople to quickly access and share the appropriate content with prospects. To ensure that the content remains up-to-date and to maintain fresh cookies on the prospect’s device, it’s recommended to avoid sending the content within the email body or as a PDF attachment. Instead, send an email containing links to the resources on your website. This approach enables more accurate tracking of prospect engagement and allows for identifying otherwise anonymous activity, as the Buy Campaign engages individuals with higher authority who may not have been part of previous campaigns.

By implementing a targeted email drip campaign and establishing a comprehensive resource repository, the Buy Campaign can effectively nurture potential customers, increase the likelihood of successful sales conversions, and maximize the return on marketing efforts.

Forever Campaign: Continuous Monitoring and Optimization for Maximum Impact

A successful marketing campaign necessitates diligent tracking and measurement of relevant key performance indicators (KPIs). In the Buy Campaign, the primary objective is to achieve successful sales conversions, rather than solely focusing on content engagement. Concentrate on monitoring conversion rates across various audience segments and fine-tuning communication strategies to reach the most responsive decision-makers.

After identifying a highly-focused audience with the highest likelihood of conversion, expand that audience by examining the content that significantly impacts conversions. Determine the last-touch content users engaged with before initiating the buying process and prioritize the creation and promotion of similar content.

Monitor engagement throughout both the Buy and Try phases to identify which activities and content are most likely to lead to successful sales conversions. Analyze the Try phase activity that correlates with a successful Buy phase and double down on those activities and content types.

During the Buy stage of the customer journey, emphasize content that showcases the benefits and outcomes of implementing your product or service, rather than focusing on the product or service directly. Compelling success stories and case studies are most effective in persuading decision-makers to finalize their purchase, as they illustrate the post-implementation experience. Providing support and onboarding information is also essential, ensuring prospects feel confident that their experience will remain positive post-purchase.

In cases where prospects may require more hand-holding to convert, consider the opportunity cost. If it wouldn’t be worth pulling a salesperson away from other deals, either assign the prospect to a more junior salesperson who can close the deal over a longer time frame or upgrade the customer to work with a traditional relationship-based salesperson who can close the deal for a much larger dollar amount, justifying the time investment.

By tracking relevant KPIs and implementing data-driven adjustments, optimize your marketing strategy for maximum conversions. This optimization will lead to increased sales conversions and overall success for your Buy Campaign.

Navigating Complex Tasks and Unifying Multiple Teams for Effective Results

For a successful campaign, it’s vital to have various teams collaborating effectively, each contributing their expertise while maintaining a holistic understanding of the overarching campaign objectives. A designated coordinator or project manager is crucial for connecting the dots, ensuring smooth collaboration and communication among teams, and ultimately steering the campaign toward success.

SEO and Analytics Team

  • Conversion Tracking: Keep track of conversion rates across diverse audience segments to evaluate campaign success and identify areas for improvement.
  • KPI Tracking: Monitor key performance indicators (KPIs) to fine-tune marketing strategies for optimal conversions.
  • Engagement Analysis: Investigate engagement in the Buy and Try phases to pinpoint activities and content most likely to result in successful conversions.

Content Team

  • Success Stories & Case Studies: Produce and curate persuasive content that highlights the advantages and outcomes of using your product or service.
  • Targeted Onboarding Materials: Create materials tailored to prospects’ unique needs based on their industry or role.
  • Continuous Content Optimization: Regularly evaluate content performance, eliminate underperforming assets, and refine top-performing ones to maximize conversion potential.

Sales Team

  • Decision-Maker Identification: Locate and connect with individuals holding purchasing or decision-making authority within the prospect’s organization.
  • Historical Engagement Analysis: Use first identified engagement data to uncover previous engagement patterns and tailor communication strategies accordingly.
  • Opportunity Cost Evaluation: Assess the time investment cost when deciding whether to provide more guidance to prospects or delegate tasks to junior or relationship-based salespeople.

Paid Media Team

  • Audience Expansion: Determine highly-focused audience segments with the highest likelihood of conversion and develop strategies to engage similar prospects.
  • Content Promotion: Prioritize creating and promoting content that significantly impacts conversions and drives sales.

Web Development Team

  • Resource Repository: Build a comprehensive library of relevant assets for salespeople to quickly access and share with prospects.
  • One-Click Deployment System: Develop a CRM-based system that lets salespeople easily deploy emails containing resource links on your website.

Email Marketing Team

  • Targeted Email Drip Campaigns: Design, create, and manage customized email campaigns that deliver success stories, case studies, and support and onboarding information to prospects at the right time.
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