.
Crafting the
Customer Journey
Harry J. Gold
CEO/Managing Partner
MTech Summit
December 3, 2018
2
2Crafting the Customer Journey
Overdrive helps companies compete and win in
today’s hyper-competitive digitized marketplace
and integrate:
•Digital-first strategy and planning
•Persuasion oriented creative
•Search marketing (SEO/SEM)
•Account-based marketing (ABM)
•Online media (display, social, video)
•Content development
•Website and application development
•Social media marketing
About Overdrive Interactive
MITX
Interactive Agency of the Year
3
3Crafting the Customer Journey
Crafting the
Customer Journey
4
4Crafting the Customer Journey
The Lines Are Blurring
Search Engine
Optimization
Paid Search
Management
Online Media
Social Media
Creative, Website
Development
Email, Marketing
Automation
Analytics
Integrated
Digital
.
Optimize
Track, Report and Respond
Brand
Search Engine Marketing
▪ Organic
▪ Paid
▪ Online PR/Linking
Online Media
▪ Sponsorships
▪ Banner Campaigns
▪ Product Listings
▪ Email/RSS Feeds
▪ White Paper Syndication
Social Media
▪ Social Networks
▪ Content Channels
▪ Blogs
Drive
Call Centers
Webinars/Trade Shows
Site Network
Main and Mini Sites
Landing Pages
Data Capture
Applications and Incentives
Capture
Sales
Materials
Database
Marketing Automation/Nurture
CRM/Lead
Database
Telemarketing
eAlerts
Social/Viral
Direct Mail
Sales
Team
Convert
6
6Crafting the Customer Journey
The Brand Embrace
7
7Crafting the Customer Journey
Marketing Engineers
Marketing Professionals
8
8Crafting the Customer Journey
The trick is to always be asking…
What is the next step in escalating a prospect
through the sales process?
“And Then What?”
.
10
10Crafting the Customer Journey
“And Then What” Chronological Arrangement
Chronologically arranging the components of the customer and data journey reveals how they
all work together and where glitches and high impact points of optimization live.
11
11Crafting the Customer Journey
•Are we reaching the right people at the right time? (ABM + Intent)
•Are we covering the right content and keywords? (Search)
•Are we paying the right price? (Budget)
•Are we targeting the right devices? (Download/trial vs. contact vs. engagement)
Media
•Is our tracking working? (Benchmarking)
•Is everything else actually working? (Glitches that might damage our brand, reputation or media investment?)
•Is our MarCom stack integrated? (Marketing automation and triggered events, tags installed, APIs connected, data fields aligned,
etc.?)
Technical
•Are we connecting prospects to the right places? (Landing pages and destinations)
•Are we making it valuable, productive and pleasurable for prospects to engage with us? (CX/customer experience and content)
•Are we selling the conversation? (Encouraging sales escalation)
•Where are the high impact opportunities for conversion rate optimization? (Conversion rate optimization)
•Are we building the brand? (Branding and demand gen)
Persuasion
Optimize the Full Journey On 3 Layers
12
12Crafting the Customer Journey
And Then What…
• User sees a digital ad with a content offer and clicks
• User arrives on a targeted landing page with form and offer
• System sets required tracking and retargeting cookies
• Google Analytics, Dart, Google Network Retargeting, Marketo (or other marketing automation platform)
• User fills out data capture form and becomes a lead
• System kicks out personalized auto-reply email with additional offer
• User also presented with more engagement options on confirmation page
• Engaging video, relevant links, more materials, additional offers, etc.
• User is encouraged to share the content via Facebook, Twitter, email or other means
• Consumer data is sent into Marketo and SalesForce for lead scoring and future marketing automation
• Leads are tracked and reported for ROI and campaign optimization
• Future promotions and offers are sent to prospect via marketing automation platform and
nurture program
13
13Crafting the Customer Journey
Barbara from BigTech clicks on a paid search
content offer for “lead generation agency”
14
14Crafting the Customer Journey
…and arrives on persuasive landing page where various
tracking and retargeting cookies are set.
15
15Crafting the Customer Journey
Barbara fills out the
form and becomes
a lead.
16
16Crafting the Customer Journey
Content and engagement
options are delivered and
the conversion is tracked
on various platforms.
17
17Crafting the Customer Journey
Barbara downloads the PDF infographic.
18
18Crafting the Customer Journey
The system pushes out
an auto-reply email to
Barbara from Overdrive
sales rep.
19
19Crafting the Customer Journey
Marketo ports lead into
SalesForce and sends
Sales Rep an instant lead
alert.
Barbara Smith
bsmith@bigtech.com
BigTech
20
20Crafting the Customer Journey
Sales rep calls the lead immediately!
(5 minutes or less))
21
21Crafting the Customer Journey
Lead Quality
22
22Crafting the Customer Journey
Call your leads and
answer the phone!
The fastest way to improve lead quality…
23
23Crafting the Customer Journey
24
24Crafting the Customer Journey
35% to 50%of sales go to the vendor that responds first, yet less than 5%
of vendors call leads within 5 minutes.
25
25Crafting the Customer Journey
Sadly, Barbara does not answer
Sales Rep’s email and phone inquires.
26
26Crafting the Customer Journey
Sales rep triggers a nurture campaign to Barbara via
SalesForce/marketing automation integration.
27
27Crafting the Customer Journey
Nurture Email and Landing Page #1:
Google Analytics Audit Engagement Offer
28
28Crafting the Customer Journey
Nurture Email and Landing Page #2:
Search Marketing Map Content Offer
29
29Crafting the Customer Journey
Nurture Email and Landing Page #3:
Paid Search Audit Offer
30
30Crafting the Customer Journey
Nurture Email and Landing Page #4:
ABM Roadmap Content Offer
31
31Crafting the Customer Journey
Nurture Email and Landing Page #5:
ABM Workshop Engagement Offer
32
32Crafting the Customer Journey
Nurture Email and Landing Page #6:
Social Media Map Content Offer
33
33Crafting the Customer Journey
Nurture Email and Landing Page #7:
End-to-End Digital Marketing Seminar Engagement Offer
34
34Crafting the Customer Journey
Barbara comes back to the site and starts looking at service
pages (as opposed to just downloading thought leadership
assets) indicating possible intent.
35
35Crafting the Customer Journey
Barbara’s lead status
and visit to high value
service pages triggers a
personalized email from
sales.
Do you need expert advice?
36
36Crafting the Customer Journey
Sales rep gets a High Value Web Visitor Alert and
instantly clicks links for CRM and web history.
Barbara Smith
BigTech
BigTech
37
37Crafting the Customer Journey
Sales rep instantly calls Barbara while she is actively
researching digital agencies and gets the meeting!
38
38Crafting the Customer Journey
39
39Crafting the Customer Journey
Sample Dashboard Design
40
40Crafting the Customer Journey
Reverse IP Lookup / ID Intenders
41
41Crafting the Customer Journey
Search Marketing Intent Reporting
DATE RANGE:
02/2014 – 10/2014
IMPRESSIONS:
21,367,613
COMPANIES VISITING VIA PAID SEARCH
▪ SAMPLE TERMS:
• mobile site performance
• media delivery
• CDN
• application acceleration
• web performance
• web security
Companies identified through reverse IP lookup
CLICKS:
240,426
ACTIONS:
3,221
42
42Crafting the Customer Journey
Google Analytics ABM Report
43
43Crafting the Customer Journey
Google Display Network, Retargeting and Custom Audiences
44
44Crafting the Customer Journey
Retargeting in
Action
45
45Crafting the Customer Journey
Retargeting
and the Brand
Embrace
46
46Crafting the Customer Journey
Custom Audiences
47
47Crafting the Customer Journey
Ecomm Apparel
Brand
General
ABM
Mobile
Ecomm
Omni-
Channel
Segmented Retargeting and Audience Pools
48
48Crafting the Customer Journey
ABM Nurture Campaign via Remarketing Display and/or Social
49
49Crafting the Customer Journey
Display/Social
Nurture
Campaign
50
50Crafting the Customer Journey
Home Page Personalization:
Default
51
51Crafting the Customer Journey
Home Page Personalization:
Finance
52
52Crafting the Customer Journey
Home Page Personalization:
Healthcare
53
53Crafting the Customer Journey
Home Page Personalization:
Technology
54
54Crafting the Customer Journey
Home Page Personalization: Technology
55
55Crafting the Customer Journey
0
10
20
30
40
50
60
70
Awareness Research Negotiation Purchase
Search Engines
BtoB Search
Vendor Site
Industry Information
TechTarget/Google
Search is Primary Research Resource
During All Phases of Purchase Funnel
56
56Crafting the Customer Journey
Search Behavior Varies
By Buying Stage
57
57Crafting the Customer Journey
Crafting the Customer Journey with SEO and Content Development
discover
research
purchase
CDN
Content distribution network
What is a CDN
Global website performance
Top CDNs
Top content distribution networks
How to choose the right CDN
Global website performance solution
BigTech
BigTech CDN
BigTech vs Limelight Networks
CDN pricing
Setting up CDN
Video speed test
BigTech tech support
BigTech CDN settings
support
58
58Crafting the Customer Journey
Key Takeaways
• Always be asking, “And then what?”
• Arrange everything in chronological order (no matter what your vertical)
• Optimize on 3 levels: media, technical and persuasive
• Optimize your most popular journeys first
• Remember the golden window and call leads right away
• Use inferred data as sales intelligence
• Mirror your email nurture campaigns with display, social and search
• Identify your high impact points of optimization – then benchmark, test and
measure
.
Thank You.
Any Questions?
Harry J. Gold
CEO/Managing Partner
Direct 617-254-5000 x 1100
hgold@OverdriveInteractive.com

Crafting The Customer Journey

  • 1.
    . Crafting the Customer Journey HarryJ. Gold CEO/Managing Partner MTech Summit December 3, 2018
  • 2.
    2 2Crafting the CustomerJourney Overdrive helps companies compete and win in today’s hyper-competitive digitized marketplace and integrate: •Digital-first strategy and planning •Persuasion oriented creative •Search marketing (SEO/SEM) •Account-based marketing (ABM) •Online media (display, social, video) •Content development •Website and application development •Social media marketing About Overdrive Interactive MITX Interactive Agency of the Year
  • 3.
    3 3Crafting the CustomerJourney Crafting the Customer Journey
  • 4.
    4 4Crafting the CustomerJourney The Lines Are Blurring Search Engine Optimization Paid Search Management Online Media Social Media Creative, Website Development Email, Marketing Automation Analytics Integrated Digital
  • 5.
    . Optimize Track, Report andRespond Brand Search Engine Marketing ▪ Organic ▪ Paid ▪ Online PR/Linking Online Media ▪ Sponsorships ▪ Banner Campaigns ▪ Product Listings ▪ Email/RSS Feeds ▪ White Paper Syndication Social Media ▪ Social Networks ▪ Content Channels ▪ Blogs Drive Call Centers Webinars/Trade Shows Site Network Main and Mini Sites Landing Pages Data Capture Applications and Incentives Capture Sales Materials Database Marketing Automation/Nurture CRM/Lead Database Telemarketing eAlerts Social/Viral Direct Mail Sales Team Convert
  • 6.
    6 6Crafting the CustomerJourney The Brand Embrace
  • 7.
    7 7Crafting the CustomerJourney Marketing Engineers Marketing Professionals
  • 8.
    8 8Crafting the CustomerJourney The trick is to always be asking… What is the next step in escalating a prospect through the sales process? “And Then What?”
  • 9.
  • 10.
    10 10Crafting the CustomerJourney “And Then What” Chronological Arrangement Chronologically arranging the components of the customer and data journey reveals how they all work together and where glitches and high impact points of optimization live.
  • 11.
    11 11Crafting the CustomerJourney •Are we reaching the right people at the right time? (ABM + Intent) •Are we covering the right content and keywords? (Search) •Are we paying the right price? (Budget) •Are we targeting the right devices? (Download/trial vs. contact vs. engagement) Media •Is our tracking working? (Benchmarking) •Is everything else actually working? (Glitches that might damage our brand, reputation or media investment?) •Is our MarCom stack integrated? (Marketing automation and triggered events, tags installed, APIs connected, data fields aligned, etc.?) Technical •Are we connecting prospects to the right places? (Landing pages and destinations) •Are we making it valuable, productive and pleasurable for prospects to engage with us? (CX/customer experience and content) •Are we selling the conversation? (Encouraging sales escalation) •Where are the high impact opportunities for conversion rate optimization? (Conversion rate optimization) •Are we building the brand? (Branding and demand gen) Persuasion Optimize the Full Journey On 3 Layers
  • 12.
    12 12Crafting the CustomerJourney And Then What… • User sees a digital ad with a content offer and clicks • User arrives on a targeted landing page with form and offer • System sets required tracking and retargeting cookies • Google Analytics, Dart, Google Network Retargeting, Marketo (or other marketing automation platform) • User fills out data capture form and becomes a lead • System kicks out personalized auto-reply email with additional offer • User also presented with more engagement options on confirmation page • Engaging video, relevant links, more materials, additional offers, etc. • User is encouraged to share the content via Facebook, Twitter, email or other means • Consumer data is sent into Marketo and SalesForce for lead scoring and future marketing automation • Leads are tracked and reported for ROI and campaign optimization • Future promotions and offers are sent to prospect via marketing automation platform and nurture program
  • 13.
    13 13Crafting the CustomerJourney Barbara from BigTech clicks on a paid search content offer for “lead generation agency”
  • 14.
    14 14Crafting the CustomerJourney …and arrives on persuasive landing page where various tracking and retargeting cookies are set.
  • 15.
    15 15Crafting the CustomerJourney Barbara fills out the form and becomes a lead.
  • 16.
    16 16Crafting the CustomerJourney Content and engagement options are delivered and the conversion is tracked on various platforms.
  • 17.
    17 17Crafting the CustomerJourney Barbara downloads the PDF infographic.
  • 18.
    18 18Crafting the CustomerJourney The system pushes out an auto-reply email to Barbara from Overdrive sales rep.
  • 19.
    19 19Crafting the CustomerJourney Marketo ports lead into SalesForce and sends Sales Rep an instant lead alert. Barbara Smith [email protected] BigTech
  • 20.
    20 20Crafting the CustomerJourney Sales rep calls the lead immediately! (5 minutes or less))
  • 21.
    21 21Crafting the CustomerJourney Lead Quality
  • 22.
    22 22Crafting the CustomerJourney Call your leads and answer the phone! The fastest way to improve lead quality…
  • 23.
  • 24.
    24 24Crafting the CustomerJourney 35% to 50%of sales go to the vendor that responds first, yet less than 5% of vendors call leads within 5 minutes.
  • 25.
    25 25Crafting the CustomerJourney Sadly, Barbara does not answer Sales Rep’s email and phone inquires.
  • 26.
    26 26Crafting the CustomerJourney Sales rep triggers a nurture campaign to Barbara via SalesForce/marketing automation integration.
  • 27.
    27 27Crafting the CustomerJourney Nurture Email and Landing Page #1: Google Analytics Audit Engagement Offer
  • 28.
    28 28Crafting the CustomerJourney Nurture Email and Landing Page #2: Search Marketing Map Content Offer
  • 29.
    29 29Crafting the CustomerJourney Nurture Email and Landing Page #3: Paid Search Audit Offer
  • 30.
    30 30Crafting the CustomerJourney Nurture Email and Landing Page #4: ABM Roadmap Content Offer
  • 31.
    31 31Crafting the CustomerJourney Nurture Email and Landing Page #5: ABM Workshop Engagement Offer
  • 32.
    32 32Crafting the CustomerJourney Nurture Email and Landing Page #6: Social Media Map Content Offer
  • 33.
    33 33Crafting the CustomerJourney Nurture Email and Landing Page #7: End-to-End Digital Marketing Seminar Engagement Offer
  • 34.
    34 34Crafting the CustomerJourney Barbara comes back to the site and starts looking at service pages (as opposed to just downloading thought leadership assets) indicating possible intent.
  • 35.
    35 35Crafting the CustomerJourney Barbara’s lead status and visit to high value service pages triggers a personalized email from sales. Do you need expert advice?
  • 36.
    36 36Crafting the CustomerJourney Sales rep gets a High Value Web Visitor Alert and instantly clicks links for CRM and web history. Barbara Smith BigTech BigTech
  • 37.
    37 37Crafting the CustomerJourney Sales rep instantly calls Barbara while she is actively researching digital agencies and gets the meeting!
  • 38.
  • 39.
    39 39Crafting the CustomerJourney Sample Dashboard Design
  • 40.
    40 40Crafting the CustomerJourney Reverse IP Lookup / ID Intenders
  • 41.
    41 41Crafting the CustomerJourney Search Marketing Intent Reporting DATE RANGE: 02/2014 – 10/2014 IMPRESSIONS: 21,367,613 COMPANIES VISITING VIA PAID SEARCH ▪ SAMPLE TERMS: • mobile site performance • media delivery • CDN • application acceleration • web performance • web security Companies identified through reverse IP lookup CLICKS: 240,426 ACTIONS: 3,221
  • 42.
    42 42Crafting the CustomerJourney Google Analytics ABM Report
  • 43.
    43 43Crafting the CustomerJourney Google Display Network, Retargeting and Custom Audiences
  • 44.
    44 44Crafting the CustomerJourney Retargeting in Action
  • 45.
    45 45Crafting the CustomerJourney Retargeting and the Brand Embrace
  • 46.
    46 46Crafting the CustomerJourney Custom Audiences
  • 47.
    47 47Crafting the CustomerJourney Ecomm Apparel Brand General ABM Mobile Ecomm Omni- Channel Segmented Retargeting and Audience Pools
  • 48.
    48 48Crafting the CustomerJourney ABM Nurture Campaign via Remarketing Display and/or Social
  • 49.
    49 49Crafting the CustomerJourney Display/Social Nurture Campaign
  • 50.
    50 50Crafting the CustomerJourney Home Page Personalization: Default
  • 51.
    51 51Crafting the CustomerJourney Home Page Personalization: Finance
  • 52.
    52 52Crafting the CustomerJourney Home Page Personalization: Healthcare
  • 53.
    53 53Crafting the CustomerJourney Home Page Personalization: Technology
  • 54.
    54 54Crafting the CustomerJourney Home Page Personalization: Technology
  • 55.
    55 55Crafting the CustomerJourney 0 10 20 30 40 50 60 70 Awareness Research Negotiation Purchase Search Engines BtoB Search Vendor Site Industry Information TechTarget/Google Search is Primary Research Resource During All Phases of Purchase Funnel
  • 56.
    56 56Crafting the CustomerJourney Search Behavior Varies By Buying Stage
  • 57.
    57 57Crafting the CustomerJourney Crafting the Customer Journey with SEO and Content Development discover research purchase CDN Content distribution network What is a CDN Global website performance Top CDNs Top content distribution networks How to choose the right CDN Global website performance solution BigTech BigTech CDN BigTech vs Limelight Networks CDN pricing Setting up CDN Video speed test BigTech tech support BigTech CDN settings support
  • 58.
    58 58Crafting the CustomerJourney Key Takeaways • Always be asking, “And then what?” • Arrange everything in chronological order (no matter what your vertical) • Optimize on 3 levels: media, technical and persuasive • Optimize your most popular journeys first • Remember the golden window and call leads right away • Use inferred data as sales intelligence • Mirror your email nurture campaigns with display, social and search • Identify your high impact points of optimization – then benchmark, test and measure
  • 59.
    . Thank You. Any Questions? HarryJ. Gold CEO/Managing Partner Direct 617-254-5000 x 1100 [email protected]