Review Your Customer Journey and Sales Pipeline
Posted: Tue Jan 21, 2025 5:27 am
Taking your persona's needs and motivations into account, build a pathway they would likely want to go through to stick with your business. Start from how they find your product/service up until the point where they convert. At each stage or touchpoint, analyze if you're reaching them at all.
So for example, as a real estate agency, your person spends a lot of time on YouTube. Showing an ad in the newspapers might not be effective especially if your person doesn't even read the paper. So you may want to look at how your best clients found your business.
The next step in the user journey might be to ceo email list visit your website looking for an apartment, then book a viewing, making an offer before signing the contract. This entire flow could be your sales funnel but they are also touch points in your CRM strategy because you can optimize it to better nurture the relationship.
So think about what you can improve in each step after outlining them. Ask questions like is the right team handling this stage? Am I communicating the value they should be seeing at this stage well enough? And so on.
4. Go multichannel
Once you've identified all the potential touchpoints and corresponding channels, create plans for how to meet them at each stage. By this, we mean messaging. This is where you really nurture the relationship you've built. Review your case studies if they actually resonate with your leads.
Is your communication consistent? Are you even at the top of their mind? Evaluate all your sales channels. Are you communicating using the channel you prefer? You need to tailor each approach on these touchpoints in such a way that it syncs with their interests and any previous communications.
So for example, as a real estate agency, your person spends a lot of time on YouTube. Showing an ad in the newspapers might not be effective especially if your person doesn't even read the paper. So you may want to look at how your best clients found your business.
The next step in the user journey might be to ceo email list visit your website looking for an apartment, then book a viewing, making an offer before signing the contract. This entire flow could be your sales funnel but they are also touch points in your CRM strategy because you can optimize it to better nurture the relationship.
So think about what you can improve in each step after outlining them. Ask questions like is the right team handling this stage? Am I communicating the value they should be seeing at this stage well enough? And so on.
4. Go multichannel
Once you've identified all the potential touchpoints and corresponding channels, create plans for how to meet them at each stage. By this, we mean messaging. This is where you really nurture the relationship you've built. Review your case studies if they actually resonate with your leads.
Is your communication consistent? Are you even at the top of their mind? Evaluate all your sales channels. Are you communicating using the channel you prefer? You need to tailor each approach on these touchpoints in such a way that it syncs with their interests and any previous communications.