HOW TO - DELIVER INBOUND SERVICES (26 pages)

progress assessment • analysis • closing customers

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HOW TO DELIVER INBOUND SERVICES

25

CLOSING CUSTOMERS

4. PROGRESS ANALYSIS / ASSESSMENT

An important last step to closing customers using HubSpot is
analyzing the effectiveness of your Bottom of the Funnel campaigns.
You will want to analyze the performance of your workflows by
checking their churn rate and by analyzing the click thru rate for the
included emails. You will also want to speak with the sales

Workflow Analysis:
• Make sure that your Lead Nurturing Emails are working and driving people down the funnel

Funnel Conversion Analysis:
• Compare conversion rates between Top Funnel leads to Middle and Bottom Funnel leads

Customer Goal Progress Analysis:
• Compare you client’s customer growth goals to your progress and make adjustments to the

process if necessary

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team or the sales manager to make sure that your lead scoring is effective. Using Sources, you
will want to compare your conversion rate from Contact to Customer. This close rate will let you
know what part of your Inbound Marketing strategy is closing customers most effectively.

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ONGOING ACTIVITIES

Resources to Utilize:

10 Steps to Creating a Monthly Marketing

Report

HubSpot Academy Classes to Attend:

Sources & Competitors
Driving ROI

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