Agenda
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2
3
4
Segment Your Customers and Set Your Goal
Make Content That Helps Customers Get More Value
Set Up Your Customer Communication Channels
Put it Together to Build Your Retention Campaign
Build Different Segments Around Your
Successful Customers
Needs Support
Successful
Ahead
Blogs and
of creates
the Curve
content.
Break it Down: What Defines Each Segment
1 What key characteristics define each segment?
2 What data can you use to recognize each characteristic?
3 What support does each
Blogs and
creates
segment need to get more value
content.
out of your product or service?
Common Characteristics of the Super
Successful HubSpot Customer
Uses Landing
Pages to
Collect Leads
Number of
Landing Pages
Built
Attends
Training
Classes
Uses Analytics
to Measure
Results
Blogs and
Creates
Content
Number of
Training Classes
Attended
Number of
Visits to
Analytics
Tools
Number
of Blog Posts
Per Month
Common Characteristics of the I’m Just Not
That Into You Customer
Hasn’t Logged in
within 60 Days
Not Actively
Using the
Tools
Number of
Logins
Per Month
Number of Tools
Accessed
Isn’t
Engaging Blogs and
with Content creates
content.
Number of
Ebooks
Downloaded
Common Characteristics of the Extra Credit
Customer
Curious About
New Features
Growing
and Wants
Even More
Results
Number of
Visits to Product
Pages
Growth in
Number of
Tools Accessed
Wants to Do
More Blogs and
Advanced creates
Marketing content.
Number of
Advanced
Content
Downloads
Metrics Applicable to Other Industries
Activities
Signs of Satisfaction
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Website Visits
Email Opens
Features Set Up
Videos Watched
Reviews Written
NPS Score
Repeat Purchases
Coupons Used
Tools for Data Collection
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Usage Tracking Software
HubSpot Events Tool
Surveys & Self Identification
AM or Service Logs
Checklist for Smart Customer Content
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Is it educational and helpful?
Is it in a format that’s easy to consume?
Will it help your customer get more value out of your
product or service?
Three Elements of a Successful Customer
Marketing Campaign
Segment
Data
Content
Blogs and
Channels
creates
content.
Triggered
by Data
Example Customer Marketing Campaign
No Blog Posts
Published in
Past 30 Days
Customer
Enters
Smart List
Triggers
Smart CTAs
with Helpful
Blogging
Content
Customer
Downloads
Ebook