pardot elevate 2012 - how to turn your acquisition & nurturing program tactics into playbooks: a...

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Better B2B Marketing Clinic: How to Turn Your Acquisition and Nurturing Programs Into Playbooks Elevate 2012 Deck and cheat-sheet at www.brainrider.com/pardot2012 @Brainrider #pardot2012

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Now that you’re up and running with Pardot, you have the opportunity to elevate your acquisition and nurturing program effectiveness by planning and executing bundles of program tactics in the form of strategic playbooks. This hands-on clinic will review real-life marketing program examples, and look at how to apply better program practice to get better results.

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Page 1: Pardot Elevate 2012 - How to Turn Your Acquisition & Nurturing Program Tactics into Playbooks: A Better B2B Marketing Clinic

Better B2B Marketing Clinic:

How to Turn Your Acquisition and Nurturing Programs Into Playbooks

Elevate 2012

Deck and cheat-sheet at www.brainrider.com/pardot2012

@Brainrider #pardot2012

Page 2: Pardot Elevate 2012 - How to Turn Your Acquisition & Nurturing Program Tactics into Playbooks: A Better B2B Marketing Clinic

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The Brad

Factor

Page 3: Pardot Elevate 2012 - How to Turn Your Acquisition & Nurturing Program Tactics into Playbooks: A Better B2B Marketing Clinic

Key Factors When Planning A Webinar?

3  @Brainrider #pardot2012

Page 4: Pardot Elevate 2012 - How to Turn Your Acquisition & Nurturing Program Tactics into Playbooks: A Better B2B Marketing Clinic

Playbook Planning: Integrated Set Of Tactics Around An Objective

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GOAL

@Brainrider #pardot2012

Page 5: Pardot Elevate 2012 - How to Turn Your Acquisition & Nurturing Program Tactics into Playbooks: A Better B2B Marketing Clinic

Prioritizing Measurable Objectives How many qualified customers…

Determining Sales

Readiness

q  Meet Marketing Qualified Lead & Sales Accepted Lead criteria

q  Signal readiness to buy

Nurturing Prospects

q  Are active

q  Are increasing their engagement

Acquiring Prospects

q  Identify themselves & give permission for contact

Generating Awareness q  Find you & your expertise

&

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MQL/SAL

VISITORS

PROSPECTS

ACTIVE PROSPECTS

@Brainrider #pardot2012

Page 6: Pardot Elevate 2012 - How to Turn Your Acquisition & Nurturing Program Tactics into Playbooks: A Better B2B Marketing Clinic

Current Programs by Objective

Free Excel Planning Template www.brainrider.com/resource/2013-b2b-marketing-plan-template/

@Brainrider #pardot2012

Page 7: Pardot Elevate 2012 - How to Turn Your Acquisition & Nurturing Program Tactics into Playbooks: A Better B2B Marketing Clinic

Identify & Fill Program Gaps

q  Inbound q  Resource publishing &

SEO q  Blogging q  Featured downloads q  Featured content q  Subscribers

q  Events q  Tradeshows q  Partner q  Acquisition webinars

q  Social q  Social publishing q  Social sharing q  Partner co-marketing q  Content syndication

q  Paid q  PPC q  E-blasts q  Referral/affiliate q  Content sponsorship

q  Extending the burst q  Auto-responder q  Education program q  Drip program

q  Activating a burst q  Timed reactivation q  E-newsletters q  List reactivation

q  Events q  Nurturing webinars q  Roadshows q  Meet & greet

q  Contact us q  Sales Readiness

Offers q  Assessment q  Consultation q  Demo q  Trial q  Pricing q  E-quote q  ROI q  RFP/RFQ guide q  Case study

q  Events q  Product webinars

NURTURE PROSPECTS

DETERMINE SALES READINESS

ACQUIRE PROSPECTS

GENERATE AWARENESS &

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Page 8: Pardot Elevate 2012 - How to Turn Your Acquisition & Nurturing Program Tactics into Playbooks: A Better B2B Marketing Clinic

B2B Planning: Program Framework

Objective •  Awareness •  Acquisition •  Nurturing •  Conversion

Target •  Firma-graphics •  Role •  Need/Pain

8  @Brainrider #pardot2012

Page 9: Pardot Elevate 2012 - How to Turn Your Acquisition & Nurturing Program Tactics into Playbooks: A Better B2B Marketing Clinic

B2B Planning: Program Framework

Objective •  Awareness •  Acquisition •  Nurturing •  Conversion

Target •  Firma-graphics •  Role •  Need/Pain

CTA & Offer/Content

•  Call to action •  Best performing offers/content

Activity: Channel & Tactical

Mix

•  Past results •  Reach •  Ability to execute •  Measurability

•  Inbound •  Outbound •  Social •  Event •  Paid

•  Pre- •  During •  Post-

9  @Brainrider #pardot2012

Page 10: Pardot Elevate 2012 - How to Turn Your Acquisition & Nurturing Program Tactics into Playbooks: A Better B2B Marketing Clinic

Content Aligned To Buying Decision

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If your customer is asking:

What’s my problem

How do I fix my problem

Are you right for me

They want:

Education & Thought Leadership

Solutions & Product Suitability

Credentials & Decision Support

What to share

with them:

• Trends • Benchmarks • Analyst coverage • 101 Education • How to guides • How other people are solving this

• What is the solution & how does it work

• Solution comparisons • Pitfall analysis • Readiness & suitability assessments

• How do I choose a vendor

• Pricing • Bench strength demonstration

• Case studies • ROI/TCO • How to buy • Working with us

@Brainrider #pardot2012

Page 11: Pardot Elevate 2012 - How to Turn Your Acquisition & Nurturing Program Tactics into Playbooks: A Better B2B Marketing Clinic

Content Aligned To Program Objective

If your customer is asking:

What’s my problem

How do I fix my problem

Are you right for me

They want:

Education & Thought Leadership

Solutions & Product Suitability

Credentials & Decision Support

What to share

with them:

• Trends • Benchmarks • Analyst coverage • 101 Education • How to guides • How other people are solving this

• What is the solution & how does it work

• Solution comparisons • Pitfall analysis • Readiness & suitability assessments

• How do I choose a vendor

• Pricing • Bench strength demonstration

• Case studies • ROI/TCO • How to buy • Working with us

Program Objective:

ACQUIRE  PROSPECTS  

NURTURE  PROSPECTS  

DETERMINE  SALES-­‐READINESS  

@Brainrider | @Nolin

Page 12: Pardot Elevate 2012 - How to Turn Your Acquisition & Nurturing Program Tactics into Playbooks: A Better B2B Marketing Clinic

B2B Planning: Program Framework

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Objective •  Awareness •  Acquisition •  Nurturing •  Conversion

Target •  Firma-graphics •  Role •  Need/Pain

CTA & Offer/Content •  Call to action (marketing vs sales) •  Best performing offers/content

Activity: Channel & Tactical Mix

•  Past results •  Reach •  Ability to execute •  Measurability

•  Inbound •  Outbound •  Social •  Event •  Paid

•  Pre- •  During •  Post-

Creative •  Copy •  Design •  Concept

Timing •  Start •  End date / ongoing

Measuring Results •  Qualified inbound traffic •  New Prospect acquisition •  Prospect Activity •  MQL/SAL

Page 13: Pardot Elevate 2012 - How to Turn Your Acquisition & Nurturing Program Tactics into Playbooks: A Better B2B Marketing Clinic

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Page 14: Pardot Elevate 2012 - How to Turn Your Acquisition & Nurturing Program Tactics into Playbooks: A Better B2B Marketing Clinic

Marketing Metrics Summit (May 2012)

Purpose: Establish a consistent approach to measuring & reporting on the impact that marketing was having on the business

Approach: 1)  SET objectives and related goals 2)  DESIGN metrics to ensure marketing is linked to those objectives 3)  GATHER the right data for those metrics 4)  COMMUNICATE our objectives and how they’re being measured

to business leadership 5)  EVALUATE and refine approach based on how well the

objectives are achieved

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Page 15: Pardot Elevate 2012 - How to Turn Your Acquisition & Nurturing Program Tactics into Playbooks: A Better B2B Marketing Clinic

Working Group – Define KPIs (Objectives & Metrics) Group Objectives:

1)  Define marketing KPIs (objectives & related metrics) to better, more consistently measure success against revenue and budget targets

2)  Analyze 2011 and 2012 YTD marketing results based on this framework to determine baselines

3)  Provide framework & related recommendations/guidance necessary for capturing & reporting on our success to multiple audiences moving forward

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Page 16: Pardot Elevate 2012 - How to Turn Your Acquisition & Nurturing Program Tactics into Playbooks: A Better B2B Marketing Clinic

The Onion Factor

Page 17: Pardot Elevate 2012 - How to Turn Your Acquisition & Nurturing Program Tactics into Playbooks: A Better B2B Marketing Clinic

What We Explored & Discovered…

•  Why are marketing objectives & related metrics important to us? What should we be measuring & how, and to whom should we be reporting our findings?

•  What’s the current state? – Wide disparities & inconsistencies –  Legacy (“bad”) data sources – New, vastly unexplored sources – Unknown standards/behavior

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Page 18: Pardot Elevate 2012 - How to Turn Your Acquisition & Nurturing Program Tactics into Playbooks: A Better B2B Marketing Clinic

Working Group Outcomes – 5 KPIs

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5  Key  Performance  Indicators  (KPIs)   Metrics   Audiences  

1.  Marke<ng  Contribu<ons  to  Business  Objec<ves  

New  &  Expansion  Revenue,  Customer  Renewals,  Total  Revenue  &  Pipeline  Revenue  

Business  Leaders  

2.  Marke<ng  Objec<ves   OpportuniMes,  MarkeMng-­‐to-­‐Sales  Handoffs,  Prospects  

MarkeMng  Leaders  

3.  Marke<ng  Diagnos<cs:  Programs  (by  Source,  Campaign,  Product)  

Customer  Renewals,  New  &  Expansion  Revenue,  Prospects,  MarkeMng  Reach,  Qualified  Online  Traffic,  Offer  &  CreaMve  TesMng  

Product  Marketers,  MarkeMng  OperaMons  Specialists  

4.  Marke<ng  Diagnos<cs:  Content    (by  Category,  Type,  Format)  

“Findability”,  “Engagement”,  “Value”   Product  Marketers,  MarkeMng  OperaMons  Specialists  

5.  Marke<ng  Diagnos<cs:  Qualita<ve  Reports  

Customer  Engagement,  Win/Loss  Improvement,  New  References  

Business  &  MarkeMng  Leaders  

Page 19: Pardot Elevate 2012 - How to Turn Your Acquisition & Nurturing Program Tactics into Playbooks: A Better B2B Marketing Clinic

Lessons Learned From “The Field”

This ‘Playbook’ stuff isn’t always easy

Someone must be ‘The Manager’ (or ‘Head Coach’) Commit to ‘Blocking & Tackling’

Revise the ‘Game Plan’ when/where needed

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Page 20: Pardot Elevate 2012 - How to Turn Your Acquisition & Nurturing Program Tactics into Playbooks: A Better B2B Marketing Clinic

For More Information

Go to Brainrider.com/pardot2012 for a copy of this deck

Email [email protected]

linkedin.com/in/pmartinonline

Email [email protected]

Get free resources at brainrider.com/practice-resources.

Follow us at twitter.com/brainrider

Visit us on linkedin.com/company/brainrider

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