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Making email marketing effective
in the lead nurturing process
May 20, 2015
Claudette de la Cruz-Wilson
Today’s agenda
1. How CASL impacts your email marketing program
2. How an email marketing program fits into and
enhances your sales process
3. How to improve engagement with people you
already know and increase your sales-ready leads
4. How to use email to nurture your leads throughout
your entire sales process
What is the goal of your email
marketing?
Goals?
• Communicate?
• Offer someone something?
• Sell something?
• Get someone to click through to your website?
• Start a relationship?
• Evolve a relationship?
The goal of email marketing is
not to persuade. It’s to
discover, educate and solve.
The importance of email marketing
• Returns $44 for every $1 spent (ROI of over 4300%)
• Top email performers spend more time on strategy
than execution
• Companies using email marketing effectively have a
well defined email policy and protocol in their
organization
Myths about email marketing
1. Email marketing replaces cold calling
2. Email marketing by itself can generate leads/sales
(you just need a big list)
3. Email marketing is easy (once you hit send, your job
is finished)
4. Email marketing is cheap
5. Everyone loves receiving email
CASL
What is CASL?
CASL is the anti-spam law implemented July 1, 2014
that applies to all electronic messages (i.e. email,
texts) organizations send in connection with a
“commercial activity.” Its key feature requires Canadian
and global organizations that send commercial
electronic messages (CEMs) within, from or to Canada
to receive consent from recipients before sending
messages.
Implied vs. Express Consent
Implied Consent
• Existing business relationship
• Existing non-business relationship
• Email address was published or provided to you
Express Consent
• Provided to you orally or in writing (need a record of
this)
CASL Myth #1
I won’t be able to use email or my current email list to
promote my products or services
Fact: You can continue to use email if you have express or
implied consent from recipients. There is a 36 month
transition period (July 1, 2014 to July 1, 2017).
CASL Myth #2
CASL will be expensive and hurt my business.
Fact: Maybe. Businesses that already comply with
privacy laws and use common best practices for email
marketing should require little effort to comply with
CASL.
12 months in…
• CASL was officially legislated July 1st, 2014
• To date three $1M fines have been issued to
companies that have flagrantly:
– Continued to spam
– Ignored spam reports
– Made it impossible for people to unsubscribe
What has CASL done to the sales
process?
• Made us rethink what we send, when we send and
to whom we send
• Made us rethink lead nurturing
• Made us think about business ethics
Growing your list in a CASL-
compliant way
• Provide value-added content that speaks to
problems, not products
• Forms throughout your website
• “Join my mailing list” on every form you have
• Tweet out “join my mailing list”
• Ask people to join in your email signature
• Provide an incentive to join
• Only email product information/receipts
MAKE IT REALLY EASY FOR PEOPLE TO UNSUBSCRIBE
CASL Best Practices
1. Create a policy of how your company is going to
interpret and comply with CASL.
2. Designate an individual or team to be responsible
for being up-to-date with CASL regulations. As time
goes on, they have/will change.
3. Put a process in place to document consent –
express or implied – that will be stored for the next
24+ months as CASL unfolds.
HOW TO IMPROVE
ENGAGEMENT
To get real results you need the
3-Cs
1. Content
2. Conversion
3. Consistency
Communicating versus Marketing
• When you communicate, there is no action required
on the part of the recipient.
• To get results you need to elicit a response or follow
through on a call to action or conversion point.
• Your content must have a physical and measurable
response in order to know if it’s working and get
results.
How do you get personal?
Send the right message to the right
person at the right time.
Company versus Customer
1. Content attracts people. Customers are not targets
they are people who are interested in solving their
own problem.
2. People don’t buy from companies; they buy from
people. Content helps build relationships in a
transparent way.
3. Marketers worry about their ability to build
persuasive copy but persuasion is not authentic.
Clarity is persuasion.
Three options when an email hits
your inbox
1. Do I need to read this NOW?
2. Should I save this for LATER?
3. Can I delete this and NEVER read this?
Winning the battle of priorities
1. FROM – People look to see if email is from a trusted
source.
2. SUBJECT LINE – What is this email about and is it
relevant to me?
3. TIMING – When the email gets sent makes a big
difference between the NOW or NEVER category.
The 2-2-2 Principle
• In 2 seconds do I know who this is from?
• Can I understand the email in 2 words?
• Why does it matter 2-day?
What does your buyer care about?
• Benefits
• Value
• Pricing
• Language
• Structure
• Next step
Use a template
• Why are you writing this content?
• What is your goal?
• Who are you writing for?
• Why should they care?
• What are the best keywords for this content?
• Identify location of links to other content
• What is the call to action?
The truth about conversion rate…
>1%
Do the math…
• If you mail to a list of 5,000 people, standard open
rate is 15-25% or 1,000
• Of this 1,000, 15% will do what is instructed, i.e. click
through to your website
• Now 150 may end up on your website and less than
1% will convert based on the next step
• That’s 1.5 people
Find
Convert
Keep
Find
Convert
Keep
Too much $$
goes here
Small %
say yes to
fill funnel
Spend time and $$
with people you know
and your funnel is
always full at less $
and time
Old Way New Way
A new model for sales engagement
1 2 3 4 5
Raving
Fans
Customers
Members
Prospects Suspects Disinterested
Always be aware of people moving from
one bucket to the next
List segmentation
Sales process
• Identify all of the email touch points within your
organization and the customer journey
• Map out the process for the end user with respect to
their journey:
– Leave a comment
– Click on a link
– Click through to your website
– Download content or a coupon
– Want to communicate with your company
Tie your sales process to a
consistent program…
• Email marketing is not a campaign; it’s a journey
• You need to always be testing
• You need to plan out your campaigns
• You need to keep at it
• It may take 12 months to improve your results; are
you ready to get started?
What stage are you at in your
relationship (with your list/s)?
• How well do you know them?
• How often do you talk to them?
• Do they like what you are sending?
• What do they do with what you send today?
New friend?
• Make the content about them
• Test what problems they may be having
• Offer them something to make their job easier
• Earn their trust
Old friend?
• Don’t insult them by talking to them about
something they already know
• Segment content by job title
• Offer something unique that is directly related to
already understanding what your company does
Casual acquaintance?
• Decide how often they want to hear from you
• Use content to test what matters to them
• Gage where they are in the buying process
Questions?
Get this presentation…
SlideShare
slideshare.net/marketingcopilot
Email us
info@marketingcopilot.com
Follow us
@mcopilot
Next Session
May 27th
Understand Google Analytics to make better content
decisions in your web presence
• Presented by Marie Wiese
• https://www.linkedin.com/in/marketingcopilot
About us
Since 2003, Marketing CoPilot has been providing small and medium-sized
businesses with digital marketing strategies that produce measurable
business results. Marketing CoPilot integrates deep technical and creative
capabilities with a proven methodology to help organizations turn their
websites into powerful lead generation and lead nurturing tools.
100% of the companies that implement the Marketing CoPilot Content
Marketing Program have reduced the cost of lead acquisition and increased
revenue.
Marketing CoPilot Inc is a registered trademark in Canada. Copyright @2014. Not to be
reproduced or reused without full attribution.
Marketing CoPilot Inc. | 32 Prince William Drive | Markham, ON | L3R 7V5 | 416.218.2009

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Making email marketing effective in the lead nurturing process

  • 1. Making email marketing effective in the lead nurturing process May 20, 2015 Claudette de la Cruz-Wilson
  • 2. Today’s agenda 1. How CASL impacts your email marketing program 2. How an email marketing program fits into and enhances your sales process 3. How to improve engagement with people you already know and increase your sales-ready leads 4. How to use email to nurture your leads throughout your entire sales process
  • 3. What is the goal of your email marketing?
  • 4. Goals? • Communicate? • Offer someone something? • Sell something? • Get someone to click through to your website? • Start a relationship? • Evolve a relationship?
  • 5. The goal of email marketing is not to persuade. It’s to discover, educate and solve.
  • 6. The importance of email marketing • Returns $44 for every $1 spent (ROI of over 4300%) • Top email performers spend more time on strategy than execution • Companies using email marketing effectively have a well defined email policy and protocol in their organization
  • 7. Myths about email marketing 1. Email marketing replaces cold calling 2. Email marketing by itself can generate leads/sales (you just need a big list) 3. Email marketing is easy (once you hit send, your job is finished) 4. Email marketing is cheap 5. Everyone loves receiving email
  • 9. What is CASL? CASL is the anti-spam law implemented July 1, 2014 that applies to all electronic messages (i.e. email, texts) organizations send in connection with a “commercial activity.” Its key feature requires Canadian and global organizations that send commercial electronic messages (CEMs) within, from or to Canada to receive consent from recipients before sending messages.
  • 10. Implied vs. Express Consent Implied Consent • Existing business relationship • Existing non-business relationship • Email address was published or provided to you Express Consent • Provided to you orally or in writing (need a record of this)
  • 11. CASL Myth #1 I won’t be able to use email or my current email list to promote my products or services Fact: You can continue to use email if you have express or implied consent from recipients. There is a 36 month transition period (July 1, 2014 to July 1, 2017).
  • 12. CASL Myth #2 CASL will be expensive and hurt my business. Fact: Maybe. Businesses that already comply with privacy laws and use common best practices for email marketing should require little effort to comply with CASL.
  • 13. 12 months in… • CASL was officially legislated July 1st, 2014 • To date three $1M fines have been issued to companies that have flagrantly: – Continued to spam – Ignored spam reports – Made it impossible for people to unsubscribe
  • 14. What has CASL done to the sales process? • Made us rethink what we send, when we send and to whom we send • Made us rethink lead nurturing • Made us think about business ethics
  • 15. Growing your list in a CASL- compliant way • Provide value-added content that speaks to problems, not products • Forms throughout your website • “Join my mailing list” on every form you have • Tweet out “join my mailing list” • Ask people to join in your email signature • Provide an incentive to join • Only email product information/receipts MAKE IT REALLY EASY FOR PEOPLE TO UNSUBSCRIBE
  • 16. CASL Best Practices 1. Create a policy of how your company is going to interpret and comply with CASL. 2. Designate an individual or team to be responsible for being up-to-date with CASL regulations. As time goes on, they have/will change. 3. Put a process in place to document consent – express or implied – that will be stored for the next 24+ months as CASL unfolds.
  • 18. To get real results you need the 3-Cs 1. Content 2. Conversion 3. Consistency
  • 19. Communicating versus Marketing • When you communicate, there is no action required on the part of the recipient. • To get results you need to elicit a response or follow through on a call to action or conversion point. • Your content must have a physical and measurable response in order to know if it’s working and get results.
  • 20. How do you get personal? Send the right message to the right person at the right time.
  • 21. Company versus Customer 1. Content attracts people. Customers are not targets they are people who are interested in solving their own problem. 2. People don’t buy from companies; they buy from people. Content helps build relationships in a transparent way. 3. Marketers worry about their ability to build persuasive copy but persuasion is not authentic. Clarity is persuasion.
  • 22. Three options when an email hits your inbox 1. Do I need to read this NOW? 2. Should I save this for LATER? 3. Can I delete this and NEVER read this?
  • 23. Winning the battle of priorities 1. FROM – People look to see if email is from a trusted source. 2. SUBJECT LINE – What is this email about and is it relevant to me? 3. TIMING – When the email gets sent makes a big difference between the NOW or NEVER category.
  • 24. The 2-2-2 Principle • In 2 seconds do I know who this is from? • Can I understand the email in 2 words? • Why does it matter 2-day?
  • 25. What does your buyer care about? • Benefits • Value • Pricing • Language • Structure • Next step
  • 26. Use a template • Why are you writing this content? • What is your goal? • Who are you writing for? • Why should they care? • What are the best keywords for this content? • Identify location of links to other content • What is the call to action?
  • 27. The truth about conversion rate… >1%
  • 28. Do the math… • If you mail to a list of 5,000 people, standard open rate is 15-25% or 1,000 • Of this 1,000, 15% will do what is instructed, i.e. click through to your website • Now 150 may end up on your website and less than 1% will convert based on the next step • That’s 1.5 people
  • 29. Find Convert Keep Find Convert Keep Too much $$ goes here Small % say yes to fill funnel Spend time and $$ with people you know and your funnel is always full at less $ and time Old Way New Way A new model for sales engagement
  • 30. 1 2 3 4 5 Raving Fans Customers Members Prospects Suspects Disinterested Always be aware of people moving from one bucket to the next List segmentation
  • 31. Sales process • Identify all of the email touch points within your organization and the customer journey • Map out the process for the end user with respect to their journey: – Leave a comment – Click on a link – Click through to your website – Download content or a coupon – Want to communicate with your company
  • 32. Tie your sales process to a consistent program… • Email marketing is not a campaign; it’s a journey • You need to always be testing • You need to plan out your campaigns • You need to keep at it • It may take 12 months to improve your results; are you ready to get started?
  • 33. What stage are you at in your relationship (with your list/s)? • How well do you know them? • How often do you talk to them? • Do they like what you are sending? • What do they do with what you send today?
  • 34. New friend? • Make the content about them • Test what problems they may be having • Offer them something to make their job easier • Earn their trust
  • 35. Old friend? • Don’t insult them by talking to them about something they already know • Segment content by job title • Offer something unique that is directly related to already understanding what your company does
  • 36. Casual acquaintance? • Decide how often they want to hear from you • Use content to test what matters to them • Gage where they are in the buying process
  • 38. Get this presentation… SlideShare slideshare.net/marketingcopilot Email us info@marketingcopilot.com Follow us @mcopilot
  • 39. Next Session May 27th Understand Google Analytics to make better content decisions in your web presence • Presented by Marie Wiese • https://www.linkedin.com/in/marketingcopilot
  • 40. About us Since 2003, Marketing CoPilot has been providing small and medium-sized businesses with digital marketing strategies that produce measurable business results. Marketing CoPilot integrates deep technical and creative capabilities with a proven methodology to help organizations turn their websites into powerful lead generation and lead nurturing tools. 100% of the companies that implement the Marketing CoPilot Content Marketing Program have reduced the cost of lead acquisition and increased revenue. Marketing CoPilot Inc is a registered trademark in Canada. Copyright @2014. Not to be reproduced or reused without full attribution. Marketing CoPilot Inc. | 32 Prince William Drive | Markham, ON | L3R 7V5 | 416.218.2009