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How to plot the customer lifecycle
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MARKETING, attract, educate, interact, nurture, manage, track
SALES, qualify, present proposals, answer objections, close, manage
AWARE Become familiarwith you. Association referal, meet you
ATTENTION They are in themarket for whatyou offer
INFORMATIONGATHERING They want moreinformation andare ready to exploreworking with you
EXPERIENCE At this stage, theymay be ready for a“taste” or an“EXPERIENCE” prior to purchase
SIGN UP/ SALE The lead becomes acustomer when they signthe agreement and pay.Service is provided.A customer becomes aclient after using on along term basis
REFERRALThe customer ishappy to refer youafter experiencinggreat service andwants to tell yourstory and REFERyou to their network
UNAWARE Don’t know anything about you or yourcompany
Customer Relationship Pipeline & Buying Path
Build a Connection Prospect Lead Qualified Lead
Customer then Client AdvocateIdeal Target
Market
MARKETING, attract, educate, interact, nurture, manage, track
SALES, qualify, present proposals, answer objections, close, manage
AWARE Become familiarwith you. Association referal, meet you
ATTENTION They are in themarket for whatyou offer
INFORMATIONGATHERING They want moreinformation andare ready to exploreworking with you
EXPERIENCE At this stage, theymay be ready for a“taste” or an“EXPERIENCE” prior to purchase
SIGN UP/ SALE The lead becomes acustomer when they signthe agreement and pay.Service is provided.A customer becomes aclient after using on along term basis
REFERRALThe customer ishappy to refer youafter experiencinggreat service andwants to tell yourstory and REFERyou to their network
UNAWARE Don’t know anything about you or yourcompany
Customer Relationship Pipeline & Buying Path
Build a Connection Prospect Lead Qualified Lead
Customer then Client AdvocateIdeal Target
Market
MARKETING, attract, educate, interact, nurture, manage, track
SALES, qualify, present proposals, answer objections, close, manage
AWARE Become familiarwith you. Association referal, meet you
ATTENTION They are in themarket for whatyou offer
INFORMATIONGATHERING They want moreinformation andare ready to exploreworking with you
EXPERIENCE At this stage, theymay be ready for a“taste” or an“EXPERIENCE” prior to purchase
SIGN UP/ SALE The lead becomes acustomer when they signthe agreement and pay.Service is provided.A customer becomes aclient after using on along term basis
REFERRALThe customer ishappy to refer youafter experiencinggreat service andwants to tell yourstory and REFERyou to their network
UNAWARE Don’t know anything about you or yourcompany
Customer Relationship Pipeline & Buying Path
Build a Connection Prospect Lead Qualified Lead
Customer then Client AdvocateIdeal Target
Market
MacInnis MarketingSmall Business Marketing
Better Business Decisions
the simple marketing systemprocess to attract ideal customers
be choosy
itmpersona
be there
WhoWhatWhy
When Where
hoW
be relevant
emotional hookproblem you solve
be proven
proofcredibility
testimonialscase studies
pr
be helpful
educatelet them trial
sample
be friendly
emotional connection
be consistent
processproactive
occasional touch
our goals Where are we now?
rank Where would we like to be?
Brand - stand out from the crowd
1. Undifferentiated2. Better than competition3. Distinctly different4. Truly Unique
Customer/Market Focus
1. Reactive2. Demographic3. Situational4. Behavioural
Financial 1. Unpredictable2. Patchy3. Steadily improving4. Highly predictable
People 1. Struggling to attract and retain right people2. Patchy - variable record of retaining key
people3. Getting there - success in new hires.
Getting right people4. 100% success in the right people on the
busPricing Strategy 1. Random
2. Considered3. Market Driven4. Value based
Behaviours and Values
1. No set communicated value or behaviour system
2. Some conditions of acceptable behaviour3. Values and behaviours communicated4. Valued and behaviours embraced and
rewardedSystems and Processes
1. Weak systems2. Core CRM3. Aligned4. Fully Integrated
our goals Where are we now?
rank Where would we like to be?
Partners 1. Informal2. Defined3. Joint programs4. Highly Productive
Customers 1. Informal2. List on a database system3. Rankedandprofiles4. Idealcustomersprofiledandtargetedfor
each segmentMarketing 1. Random
2. Planned3. Aligned4. Integrated
Sales 1. Undefined,patchy2. Documented3. Sales Funnel 4. Integrated sales and marketing approach
Customer Support
1. Random2. Standard3. Replicable4. Highly Repeatable
Service/Product Portfolio
1. Basic2. Considered3. Planned4. Service lifecycle
Time Commitment/Frames
1. Undefined2. Documented3. Measured4. Fully Adopted
Exit Strategy 1. Not considered2. Considered3. Planned
the simple marketing systemaudit for small business