HOW TO - DELIVER INBOUND SERVICES (26 pages)

activity breakdown: closing customers • workflows • closing customers

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HOW TO DELIVER INBOUND SERVICES

22

CLOSING CUSTOMERS

1. WORKFLOWS

GETTING STARTED

ONGOING ACTIVITIES

By implementing Lead Nurturing for your client, you can control
how their leads will move through the funnel. If the client’s
customer goal is short term (0-3 months) we recommend
creating a basic Bottom of the Funnel workflow to take leads to
the Bottom of the Funnel Offer.

Basic Workflow Creation:
• Create automated emails and a workflow

that nurtures leads from a Top of the
Funnel offer or Middle of the Funnel offer
to the Bottom of the Funnel offer

Persona-Driven Workflow Creation:
• Create a unique workflow for each

Persona that nurtures leads from a Top of
the Funnel offer or Middle of the Funnel
offer to the Bottom of the Funnel offer

Workflow Refinement:
• Adjust workflow structure and email copy

based on performance metrics (opens,
clicks, and unsubscribes)

Resources to Utilize:

6 Step Guide to Lead Nurturing
Lead Nurturing Workbook

HubSpot Academy Classes to Attend:

• Intro to Workflows
• Advanced Workflows

If you have a longer time period to work with, we suggest creating detailed persona-driven
workflows. As part of this effort, you can also create customer-centric workflows, specifically
designed to upsell existing customers.

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