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Marketing That Connects and Converts

Marketing That Connects and Converts written by John Jantsch read more at Duct Tape Marketing

Listen to the full episode:
 

Overview

In this episode of the Duct Tape Marketing Podcast, John Jantsch interviews Talia Wolf, internationally recognized conversion optimization expert, keynote speaker, and founder of GetUplift. Talia shares insights from her new book, “Emotional Targeting: When Hearts Boost Sales, Own the Market,” and explains how brands can dramatically improve conversions by understanding and appealing to what customers truly feel and need. The conversation covers the art and science of emotional targeting, how to move beyond features to customer outcomes, and why authentic, emotion-driven marketing is the new CRO superpower.

About the Guest

Talia Wolf is the founder of GetUplift, an industry-leading conversion rate optimization (CRO) agency. A pioneer of emotional targeting and customer-centric marketing, Talia has helped brands worldwide boost conversions through empathy-driven messaging and design. She’s a sought-after keynote speaker, author, and educator dedicated to helping marketers use emotion to create better customer experiences and real business growth.

Actionable Insights

  • Emotional targeting means designing websites and funnels that address people’s real feelings and needs—because all buying decisions are emotional.
  • Most brands focus on features, pricing, and technology, but true differentiation comes from showing customers you understand their unique pains and desired outcomes.
  • Emotional research involves qualitative interviews, surveys, review mining, social listening, and competitor analysis to uncover what truly matters to customers.
  • Effective emotional targeting is never manipulative—it’s about meeting people where they already are emotionally and helping them solve real problems.
  • The four-step emotional targeting framework: Conduct meaningful customer research, synthesize findings into actionable insights, audit your website for emotional resonance, and run strategic, hypothesis-driven experiments (not just button tests).
  • A/B testing is powerful but must be rooted in customer research and hypotheses about what truly moves people—not random guesses or copying competitors.
  • AI can power deep analysis of customer data and reviews, but strong insights come from asking the right questions and looking for emotional themes.
  • Becoming an “emotional detective” gives marketers the tools to optimize every page, message, and customer interaction for real impact.

Great Moments (with Timestamps)

  • 00:48 – Defining Emotional Targeting
    Talia explains how emotion drives decision-making and why CRO needs to go beyond features.
  • 03:56 – Why Personas Don’t Tell the Whole Story
    The shift from demographic segments to shared pains, needs, and emotional triggers.
  • 05:36 – Manipulation vs. Authentic Emotional Targeting
    Talia clarifies why true emotional targeting is not about fear or pressure tactics, but empathy.
  • 07:37 – Speaking Directly to Your Ideal Customer
    How Teamwork and other brands use emotional targeting to win customer loyalty.
  • 09:43 – Addressing the Real Pain
    Why acknowledging challenges (like migration or complexity) can build trust and drive conversions.
  • 11:09 – The Four-Step Emotional Targeting Framework
    Research, synthesis, auditing, and meaningful experimentation for CRO success.
  • 14:25 – Using AI for Emotional Insights
    How AI and data analysis can help surface the true voice of the customer.
  • 16:49 – The Realities of A/B Testing
    Why most tests fail—and how emotion-based hypotheses create learning and impact.
  • 19:41 – Becoming an Emotional Detective
    Talia’s call to action for marketers to dig deeper into customer feelings and motivations.

Pulled Quotes

“Emotional targeting is not manipulative. It’s about meeting people where they already are emotionally and helping them solve real problems.”
— Talia Wolf

“If you can identify the real why behind the purchase, there’s no stopping you.”
— Talia Wolf



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John Jantsch (00:00.767)

Hello and welcome to another episode of the Duct Tape Marketing Podcast. This is John Jantsch. My guest today is Talia Wolf. She’s an internationally recognized conversion optimization expert keynote speaker and founder of GetUplift, a leading CRO agency. Known for her pioneering work in emotional targeting and customer-centric marketing, Talia helps brands around the world dramatically improve conversions by focusing on what their customers truly feel and need.

We’re gonna talk about our latest book, Emotional Targeting. When hearts boost sales, own the market. So, Talia, welcome to the show.

Talia Wolf |

Getuplift (00:37.88)

Thank you for having me, I’m excited.

John Jantsch (00:40.499)

So let’s just define, because I imagine people would have lots of definitions for like, what is emotional targeting?

Talia Wolf |

Getuplift (00:48.436)

Well, emotional targeting is the art of creating websites and funnels that appeal and address to people’s emotions. I run a conversion optimization agency and my role is to help brands increase conversions. And the emotional targeting framework is what I developed to help companies increase conversions using emotion.

because people make decisions based on emotion.

John Jantsch (01:19.125)

So let’s try to make it even more tangible. you, can you walk through a time when you, know, the typical sort of feature first, you know, web page that, you know, here’s all of our stuff and what it does. can, can you kind of walk through somebody that you were called in? You could see that was hurting their conversions and then you got them to change their language and create a better outcome.

Talia Wolf |

Getuplift (01:41.142)

Yeah, so we’ve done this with hundreds of brands really, but the go-to is really how we essentially see that most websites are very, very focused on pricing, features, technology, we’re powered by AI, know, that stuff, and kind of forgetting the, right, whatever, the only one platform for X or powered by AI or we’re the number one platform for something else.

John Jantsch (01:59.059)

We’re gluten free, right?

Yeah. Yeah.

Talia Wolf |

Getuplift (02:10.826)

So everyone sounds the same and looks the same and done this with multiple companies from Strata, Identity Orchestration to Teamwork, which is a project management solution to also e-commerce sites and really a lot of different types of companies. Normally what happens is one notice that there is a very big kind of focus on highlighting the technology and the pricing. And what we’ve forgotten is that there’s people behind the screens that

are making decisions that aren’t just about integrations and the technology behind it. So what we do is we run emotional targeting research to identify why people really buy from them. So once they’ve checked the pricing and it’s like in their category and the integrations all work and that they have all the features that they made in their little shopping list, how do they make a decision? What matters to them?

How do they feel right now? What are they struggling with? What pains do they have? And how do they want to feel after finding a solution? And we map those all out onto the customer journey, and we run experiments to see if different messaging, different design, different UX can help increase conversions when we make it more customer focused about their results.

John Jantsch (03:30.207)

So, know, traditional marketing is like we have personas and we have segments and we have demographics and psychographics of our clients. you know, I think increasingly people are discovering that their best clients don’t all like fit into a persona. mean, they’re, they have a need or a problem or a pain. They may look completely different, right? So how do, how do you kind of zero in then on, on what the emotional triggers, can I use that word triggers are?

Talia Wolf |

Getuplift (03:56.94)

Yeah. So I love that differentiation because, you know, we’ve been told for decades that we need to be data driven and data driven means knowing personas like their segmentation, their agenda, location, the browsers that they’re using, the devices, their age. So we kind of quantify people into segments. And then it’s really, really hard to actually write copy or choose images or know what to even say to people to convert.

But when you start zeroing in on the pains, we actually notice that most people, no matter if they’re a 70 year old man in Nebraska or a 15 year old kid from the UK, they’re all kind of experiencing the same emotional issues and they have the same pains and hesitations and concerns and they want to feel certain ways. So the way that we go about it is that we conduct research and the research is qualitative research.

which means we conduct interviews on customers. We do surveys both on customers and on visitors. And we also do something called review mining and social listening, and we do an emotional competitor analysis. So essentially we are listening to the conversations that are happening on Reddit, on LinkedIn, on Quora. We are mining through all the reviews that your competitors are getting or that books.

that are trying to solve the same thing as your product or your service are doing. And we’re listening to how people describe their problems and their issues and what’s keeping them up at night.

John Jantsch (05:36.159)

So how do you balance the fact that some emotional targeting is actually manipulative? It’s like, understand that you’re really afraid of this thing, so I’m going to make you more afraid, and that’s going to get you to buy, or I’m going to create scarcity so that you’re worried that you won’t get it. So how much of that is manipulative? How much of that is authentic?

Talia Wolf |

Getuplift (06:00.504)

Thank you so much for that question. I wanna be really, really clear. Yeah, emotional targeting is not manipulative. You’re not trying to make anyone feel anything. The whole framework is based around the idea and the fact that every decision that we make in life is based on emotion and people are coming to our websites already feeling things.

Our role and our job as marketers is to relate to them, to appeal to the emotions that they’re already feeling and help solve those problems. Anyone who is trying to manipulate people, trying to scare or fear mongering or anything is not emotional targeting. Emotional targeting is really just understanding the underlying emotions that are already there, appealing to them and creating an experience

that answers people’s questions and actually helps them.

John Jantsch (07:01.801)

Yeah. So, you, in a lot of ways that the ultimate test is you want the reader to go, you got me. I mean, would that, would that be accurate? Yeah.

Talia Wolf |

Getuplift (07:08.066)

Yes, and I think that’s the point because as yeah, like as I mentioned before, at the end of the day, once we’ve gone through our shopping list of the mandatory stuff, we’re left with trying to decide, okay, but how do I make a decision between product A, B and C that all look the same, all have the same features, all have the same technology and more or less the same pricing, it’s down to that emotional hook. Does this company solve the particular specific problem that people like

John Jantsch (07:16.979)

Mm-hmm.

Talia Wolf |

Getuplift (07:37.934)

like me have, and we’ve seen this a lot. So even with Teamwork, for example, which is a project management solution, can everyone in the world use their project management solution? Absolutely, they have an incredible product. But if you are a person, a company that serves clients, so if you face clients, if you are an agency, a consultant, if you are a creative team that serves clients and you have retainers and

projects that are client facing, Teamwork is the best product for you. And they’ve done everything in their product and in their marketing to make sure that when you are an agency owner and you land on their website, you know that Teamwork was designed for your kind of work. And you know that because they’re talking about their specific problems that agency owners and project managers and agencies and client facing teams face.

every single day, which is profitability, knowing if you’re profitable or not, knowing if Pam on accounting is actually doing her work or not. So you could just say, we have great reporting, which is what everyone does. But teamwork and the work that we’ve done with them over the years has really helped solidify the fact that when someone comes in, they can clearly see that this product was built for them for the work that they do that solves their particular issues and problems.

And I think a lot of companies are scared to do that, because you’re afraid to eliminate potential buyers. But we don’t understand that by speaking to everyone, we’re actually alienating the people that actually would buy from us, would stay with us, and would continue to buy from us.

John Jantsch (09:21.129)

You know, one of the things I really, admire is when a company admits like this part of the process is going to be hard, you know, let’s just face it. It’s, know, and they really honest about that. We recently went shopping for a new email service provider CRM and category that is like you said, I mean, line them all up and they all say the same thing. however, the company we went with.

Talia Wolf |

Getuplift (09:29.579)

Yeah.

Talia Wolf |

Getuplift (09:40.782)

Yep.

John Jantsch (09:43.589)

was the company that spent the greatest amount of time telling us how hard it is to migrate, but that they were going to be with us every step of the way. And they were not even going to charge you until we’ve migrated you. And that was the deal for us because when you look at them on the surface, they all seem to do the same thing. But our pain was, it’s a pain in the butt to switch. And that was their focus.

Talia Wolf |

Getuplift (10:06.476)

I love that and I think the fact that they recognize that because I talk a lot in my book about the unconscious and the subconscious stuff. So there’s things that we say that we think like, it’s the pricing, it’s the feature or, actually underlying that is so many fears. Like what if I migrate all our emails and something happens and a freak accident happens and everything gets deleted and everything gets lost. Like that’s a real fear. What if I onboard a product

John Jantsch (10:32.693)

Yeah, yeah.

Talia Wolf |

Getuplift (10:35.5)

and everyone hates it and thinks, you know, I failed. There’s so many emotions involved in a process like that. So actually knowing and saying, hey, look, this is hard, this sucks. We know you’ve tried all of these other things, but we’re gonna help you. We’re gonna be there every step of the way. That’s knowing your audience and understanding their pains. And that’s incredible.

John Jantsch (10:39.903)

Yeah.

John Jantsch (10:56.565)

Yeah. So we’ve gotten halfway through and I haven’t actually asked you to outline. You have a, I think it’s in chapter two, a four step emotional targeting framework. So, without giving everything away here, you probably ought to at least set up the four steps.

Talia Wolf |

Getuplift (11:09.335)

Hahaha!

Okay, so there’s four steps. The first step is running meaningful research, customer research, which I kind of spoke about before, but in the book, I really explain how to run this research and how to actually ask the right questions, how to know how much information to actually collect. The second step is synthesizing the research. And this is actually really important because a lot of the times we’re collecting a ton of data, but we don’t know how to…

Turn it into actual insights that we can use So I talk about the different emotional triggers the most common emotional triggers that people have how to put it into different buckets How do I identify when something’s a pain when something’s a trigger when something’s more of a desired outcome? in step number three

We take all of our research and we audit our website. And this is super important because when we think about a CRO audit, we think, okay, I’ll do a heuristic analysis. I’ll check that I have one CTA and not two. But when I talk about an audit, I’m actually talking about an emotional targeting audit, which is a set of questions that you ask yourself to, it’s strategic questions. Am I appealing on an emotional level? Can people clearly see their specific pains reflected?

Can people see what’s in it for them? So there’s a set of questions that you ask yourself and you kind of make a check for every time you’ve done that. And I think what’s incredible here before I get to the full step is that the hardest part in conversion optimization isn’t running tests and isn’t identifying where the problem is. It’s knowing what the heck is wrong and what changes should I make on a page? When you’ve done this research and you start doing the audit,

Talia Wolf |

Getuplift (12:57.866)

It’s incredible how quickly you can see the problems. we’re using stories that don’t resonate. We’re highlighting features people don’t care about. We’re talking about outcomes people don’t care about. So it’s so much easier to understand why people aren’t converting and come up with hypothesis, which leads us to step number four, which is running meaningful tests. That’s when we say, okay, my hypothesis is let’s say people can’t…

clearly and easily see that this product was built for them. So now I’m going to try and show this on the page, on my comparison page, on my homepage, in my navigation, and I’m going to see if by weaving in stories and testimonials and the features that people care about, will that increase conversions? So we do research, synthesizing, emotional audit, and running meaningful experiments that aren’t button tests.

John Jantsch (13:49.033)

Okay.

Talia Wolf |

Getuplift (13:55.01)

but are actually strategic so that you can learn from them even if you don’t increase conversions.

John Jantsch (14:01.407)

You know, you talked about reviews and, you know, looking at reviews, analysis, looking at questions on core room thing and things, you know, we have found over the years that, that, that, you know, the, best messaging usually comes up right out of the mouth of a customer. and it’s in their voice, their words, it’s probably not stuff that we think is that sexy, but it’s like what they’re really feeling. And, and it’s amazing. And,

Talia Wolf |

Getuplift (14:15.81)

Yes.

John Jantsch (14:25.609)

What are we 14 minutes in? I’m first mentioned of AI. But one of the things that AI has really done, I think is, you a lot of people are using it for writing, but it does amazing analysis. So now you can take tons and tons of data. You take all your sales call transcripts and just dump them all in there. And it’s going to be able to synthesize, you know, here’s the themes.

Talia Wolf |

Getuplift (14:47.342)

100%, you know, garbage in garbage out. So if you can only feed AI with segmentation and raw data, that’s what you’re going to get back. And when you’re trying to write copy with it, and that’s the information you fed it, you’re going to get really bad copy. But other than that, you’re going to get really bad insights. When you feed it valuable insights, and you ask the right questions in AI, and you’re asking it to, hey, tell me what are the top

John Jantsch (15:16.629)

.

Talia Wolf |

Getuplift (15:16.654)

three pains people mention from this thousands, like 1000 answers in my customer survey, what are the top three pains people mentioned? When you ask the right questions and you have really valuable data, that’s when you get the magic. That’s when you get incredible things from AI that you can actually use. And then you can also use it for writing copy. But what’s happening right now is people are just, you know, using basically feeding it garbage data.

And then that’s why when you go online and you’re searching for any kind of solution, everything looks the same and you could probably just swap out logos and you wouldn’t even know the difference.

John Jantsch (15:54.385)

Yeah, no question. In fact, I contend you could probably blank out all the logos of five different websites and then see if people in any of those companies can identify theirs. Because they’ll even read everybody else’s and theirs and go, I don’t know. So talk a little bit about A-B testing, because I think that’s a category that is so valuable, but so under your.

Talia Wolf |

Getuplift (16:12.6)

easy.

John Jantsch (16:21.429)

because a lot of people go, this is our best shot, put it out there. Why isn’t it working? You know, as opposed to, you know, and again, you know, one of the promises of AI is all of sudden now we’ve got potential for dynamic and personalization to where, you know, people can actually come and hear the message that we believe will be relevant to them. So why aren’t people doing more testing? A and B, guess would be part of that question would be how to do it effectively.

Talia Wolf |

Getuplift (16:49.986)

Well, testing is hard, right? It’s really, really hard. Like it’s not actually easy if we go back to like being honest and telling our customers. Avery testing is hard, but I think it’s also hard for most people because we’re on a hamster wheel. And I talk about this a bit about this in my book, that

John Jantsch (16:51.945)

Yeah.

John Jantsch (16:57.575)

Well, no, forget it. I want the magic pill. Give me the magic pill.

John Jantsch (17:09.439)

Yeah.

Talia Wolf |

Getuplift (17:13.922)

When we start A-B testing, we’re kind of just guess working our way around it and we’re Googling or searching on AI for best practices and we’re copying our competitors. And then we throw stuff on this like whatever tool that we’re using and we’re like, it doesn’t even work. It doesn’t even increase conversion. So why am I even wasting my time? And that’s because we’re running meaningless tests with no strategy behind it. Not to mention, obviously the fact that you have to get everyone on board when it comes to A-B testing, you have to sell your ideas.

There’s a lot of pushback. always a lot of like politics inside the organization and it’s just hard. But actually this is why emotional targeting is so great because when you are doing the hard research and you finally have a good hypothesis, you can A, get internal buy-in really quickly because you could say, look, guys, I’ve done the research. Here’s what our customers and our prospects are saying. And here’s what we’re saying on our website. Like we’re completely missing the mark.

I have an idea, I’m not gonna do a homepage redesign, don’t worry, but I’m gonna send out a few emails and I’m just gonna check this or I’m gonna test this on a landing page and let’s just see. So first you get buy-in. Second, when you run emotion-based tests that are based on a real hypothesis, a meaningful hypothesis, whether you increase conversions or not, you’re going to learn something.

Now, if you’re just testing a blue versus a red button and it decreases conversions or increases conversions, there’s nothing you can do with this test. Like you can’t actually say, I’m gonna change all my buttons to red now. Like there’s nothing to actually do with it. But when you learn that, let’s say, my prospects are deeply impacted by their social image. They really care about what other people think about them and buying this product.

makes other people think a different way about them and this matters. You can weave that into your ads, your emails, your landing pages, your comparison page, like everything. So I think the reason it’s so hard is again, like we’re just running meaningless tests. It’s technically hard. You need a lot of people, you need a lot of buy-in, but if you do it the right way, it’s super rewarding and you can break all those silos in the company and say, look, we tested this, we learned this. Hey, sales team, you should be using this content. Hey,

Talia Wolf |

Getuplift (19:31.79)

product team, we’re learning that people really care about it. You should be talking about this product this way and this feature this way. Yeah.

John Jantsch (19:41.533)

It is pretty amazing. know, over the years it’s part, it’s largely accidental on my part, but over the years, you know, we’ll change something because it’s not working. And then all of sudden it’s like, all we did was change the headline. And now everybody’s like booking appointments. It’s like magical. It’s unbelievable. So, so you end the book with a call to action, to employing people, imploring people to become emotional detectives.

So how does that play out in your work?

Talia Wolf |

Getuplift (20:18.51)

Well, most of all work when we become emotional detectives is doing the research and really identifying those emotions and why people buy because I truly believe that if we whatever you’re selling, if you can identify the real why behind the purchase, there’s no stopping you. There’s nothing you won’t be able to do in terms of optimizing every single page.

and asset that you create. the book and my website and my courses and, and, know, the consulting, the agency, everything is about helping teams become emotional detectives, getting to understand more about their customers than just their behavioral data, but really understanding the people behind the screens so that they can create user experiences and websites that people want to convert to and actually like.

John Jantsch (21:17.269)

I’ll tell you, appreciate you taking a few moments to stop by the Duct Tape Marketing Podcast. Is there some place you’d invite people to connect with you, learn about your work, obviously learn about the book?

Talia Wolf |

Getuplift (21:25.26)

Yeah, well you can get the book at taliawolf.com slash book or you can follow me on LinkedIn. I’m happy to connect. And also on our website, get uplift.co, which is my agency.

John Jantsch (21:38.901)

Again, thanks for spending a few moments with us. Hopefully we’ll run into you one of these days out there on the road.

Talia Wolf |

Getuplift (21:43.95)

Thank you for having me.


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How to View Customers More Like Members

How to View Customers More Like Members written by John Jantsch read more at Duct Tape Marketing

Marketing Podcast with John Jantsch

In this episode of the Duct Tape Marketing Podcast, I’m talking about a new book I’m working on. This book will be out in the fall of 2021 but I’m already deep in working on it. One of the major themes in the book is about how so many small businesses have been forced to pivot or change. Many of these pivots and changes have created growth in a very difficult time.

Growth in good times comes can come from being at the right place at the right time. But growth can still come in bad times from being important in the life of your customers. This has been so evident over the last year with the challenges the world has faced. Loyal customers are raising hands and choosing to support businesses that they want to stick around. This level of loyalty from customers comes from something different than doing your traditional lead generation. That’s what we are going to talk about in today’s podcast.

If you listen you will learn:

  • How to tackle referrals in the digital space
  • How marketing is changing
  • How people become customers
  • The customer journey that is part of a marketers job to control
  • How to view customers more like members

Like this show? Click on over and give us a review on iTunes, please!

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How to Improve Your Customer’s Journey

How to Improve Your Customer’s Journey written by John Jantsch read more at Duct Tape Marketing

Marketing Podcast with John Jantsch

In today’s podcast, I want to talk with you about something I’ve been thinking about a lot. It’s actually one of the key elements in my next book. But first, let’s start with some back story.  In the 80s, there was a brand that became a cultural hit called Members Only. Yes, I had a Members Only jacket, there, I admit it. The tagline for the companies’ line of apparel was, “When you put it on, something happens.”

Later we can talk about how goofy this is but today here’s my point – what if you could come to think about your customer or clients or patients or whatever you call them – as members.

Now, I’m not merely suggesting you create a membership aspect to your business. However, that might be a great model for you; I’m suggesting that you think this way about them.

If you did, it might change how you innovate, iterate, and support every aspect of your business.

In a stable membership relationship, your goal is to help every member get the transformation they are seeking. So, naturally, you would care more about them getting a result than you getting a transaction. If that were so, you would have to ask yourself much harder (or at least different) questions.

Questions to answer during the podcast:

  1. Where are our customers now in terms of the results they want?
  2. What are the characteristics of customers in each of these stages?
  3. What milestones must they achieve to move to the next stage?
  4. What activities or action steps must they take to achieve each milestone?
  5. What systems must we create to ensure passage through the stages of the success journey?

Like this show? Click on over and give us a review on iTunes, please!

 

Klaviyo logoThis episode of the Duct Tape Marketing Podcast is brought to you by Klaviyo. If you’re looking to grow your business there is only one way: by building real, quality customer relationships. That’s where Klaviyo comes in.

Klaviyo helps you build meaningful relationships by listening and understanding cues from your customers, allowing you to easily turn that information into valuable marketing messages.

Want to learn more? Head to Klaviyo.com/ducttape to schedule a demo.

How Mobile Has Impacted the Customer Journey

How Mobile Has Impacted the Customer Journey written by John Jantsch read more at Duct Tape Marketing

The customer journey is influenced by many outside factors. As the use of mobile devices has taken off over the past decade, it’s changed the way that businesses market themselves and how customers interact with businesses.

In order to better understand the impact mobile has had on the customer journey, it’s helpful to go through and assess the effect at each stage of the marketing hourglass. By better understanding how mobile changes customers’ behaviors, you can begin to adapt your marketing strategy to meet their evolving needs.

Mobile in the First Stage: Know

How do people discover a new business? Before the days of computers, it was all print and television ads, word of mouth, or simply driving by your storefront. Now, there are dozens of channels for people to encounter your brand. And mobile only further diversifies the field.

In some ways, mobile has shortened the customer journey. Mobile searches with the phrase “near me” and “can I buy” or “to buy” increased by 500 percent between 2015 and 2017. That boost means people are turning to mobile to discover immediate solutions to their problems. By entering this search term, they’re able to quickly check out your website, read reviews, and even find your hours and location on a map. What would have taken more in-depth research in the past is now condensed into a few minutes and a handful of clicks on a mobile device.

It’s also important to remember that not everyone finds you via an internet browser search. With the advent and rise of mobile apps, some people are discovering businesses through a specific app. For example, those who search for local businesses on the Yelp app are only being presented with businesses who have a presence on Yelp. If you haven’t claimed your profile there, you’re not going to be discovered at all. So making sure your business’s profile is claimed on the major local listings sites, like Yelp and Google My Business, is critical to winning at mobile.

For that same reason, you need to have a presence on social media. Some people turn to Facebook or Instagram for advice on which local businesses to patronize. Again, you’re not even going to be in the running if you don’t have a profile on those sites!

How Mobile Influences the Like and Trust Phases

Once someone’s discovered you online, they want to get to know you better. And to do that, they need to be able to learn more about you. Just like you wouldn’t get married after the first date, prospects want to make sure you’re the right fit before they dive in.

You want your content to build that familiarity and trust, while being easy to consume on a mobile device. That starts with creating content that can be enjoyed on the go. Podcasts are an easy listen for folks who are on their commute, and video is often a bite-sized way to share meaningful information that builds trust and authority.

Social media is also critical in this stage. Posting regularly on social media means that those who discover you on mobile can do a quick inventory of who you are and what you do by scanning backwards through your recent content.

For those who aren’t looking to make an immediate purchase, social media remains a great way to stay top-of-mind on mobile devices. People often check their social media accounts multiple times a day, and so if you’re appearing at the top of their newsfeeds each time they log in, you build that familiarity quickly.

Advertising can also help you stay top of mind. Social ads are a way to remain omnipresent on prospects’ feeds. And display ads allow you to keep you name on people’s minds even when they visit other websites from their phone’s browser.

How to Try on Mobile

When we get to the try phase of the customer journey, mobile has an important role in ensuring that customers don’t slip away at this critical stage.

Mobile tactics can help to facilitate the try process by making it easy to prospects to sign up for a demo or appointment. A smart use of chat or SMS marketing techniques can make it easy for you to automate the sign-up process, while providing prospects with a more personalized encounter with your business.

Newer technologies like augmented reality (AR) are changing the way people try on their phones. Take furniture store IKEA as an example. They built an app that allows prospects to try out a piece of furniture in their home through the power of AR. Prospects can point their phone at an empty corner of their room, select the sofa, chair, or lamp that they’re considering, and see on their screen what the item would look like in their home.

While AR technology might not be readily accessible to all small businesses yet, it’s definitely a trend to watch, as more and more retailers incorporate it into their marketing strategy.

Mobile Makes it Easy to Buy

A recent survey found that 79 percent of smartphone users had made a purchase on their phone within the past six months. So not only are folks using their mobile devices for research, they’re actually doing transactions on their phones.

For any small business with an e-commerce component, it’s critical that you make it easy for people to purchase via mobile. This is all about creating a customer experience with the least amount of friction in the buying process. Make it easy for people to navigate to their cart. Don’t ask for lots of additional information in the checkout process–only collect information necessary to process the transaction.

After the initial purchase has been made, great mobile UX can also help facilitate the onboarding process. If you’re an e-commerce brand, provide updates on shipping status, and make sure that customers can easily track their packages.

No matter what kind of business you’re in, there is content that you can create in a mobile-friendly format to make it easier for new customers to get the most out of their new purchases. Put together an email series with responsive design (so it looks great on any screen, big or small!) that outlines special tips and tricks for using the new product or service.

Use Mobile to Inspire Repeat Purchases

Once you’ve gotten a prospect to convert to customer, there’s still work to do! And pushing existing customers towards a repeat purchase can be achieved with some mobile-friendly tactics.

Retargeting is a great way to bring existing customers back into the fold. You can advertise on social media or via display ads, and direct certain content towards those who have already bought from you. If someone recently made a purchase, you can target them with advertising for a related product or service in order to encourage an upsell. If a customer has drifted away over the past few months, you can show them ads welcoming them back with a special offer for return customers.

Building out a rewards program is another way to engender loyalty amongst existing customers. This can be done either through your website (which should be mobile-friendly!) or with an app specifically for your business. The additional benefit of creating an app is that you eliminate the competition. Your existing customers come directly to you via the app to make a purchase, rather than going onto the web to search for your solutions and run the risk of getting drawn in by one of your competitors with a smart SEO or paid search strategy.

Mobile and Referrals

The final stage of the customer journey is getting your customers to refer others. As I mentioned in the earlier phases, reviews are a key part of the referral process, and that’s particularly true on mobile. People who are searching for solutions on the go will turn to reviews in lieu of asking friends or family for recommendations. That’s why it’s important to make sure you’re doing the work to solicit reviews from your customers.

You can also consider creating a referral program. If you have a mobile app for your business, creating a program directly through the app is a great, easy way to help your mobile-minded customers refer their friends.

Finally, social media can help you generate referrals. Share user-generated content that sings your brands praises. Create contests and opportunities for your existing fans on social to give your brand a shout-out to their friends. Get influencers to try your product and vouch for you to their followers. A referral from a real friend or trusted influencer on social can go a long way in winning over new customers.

Mobile marketing has changed the way consumers buy, and so businesses have had to adjust their marketing accordingly. By considering how to get the most out of mobile at each stage of the customer journey, you can position yourself to reach the majority of consumers, who have become more and more focused on mobile over the years.

Important KPIs for Each Phase of the Customer Journey

Important KPIs for Each Phase of the Customer Journey written by John Jantsch read more at Duct Tape Marketing

The customer journey is often a long and winding road. And that means it can be difficult to track your business’s effectiveness at each phase of the journey. The easiest way to gain greater clarity around your customer journey, and to identify strong points and weak spots, is to pinpoint and evaluate key performance indicators (KPIs) for each phase of the journey.

Once you find the metrics that can help you understand your business’s effectiveness in guiding the journey at each stage, you can begin to make changes to your existing approach. You can find ways to lean into the tactics that are working and eliminate the less effective elements of your strategy.

Because the journey changes so much over time, there are different KPIs to consider at each phase. Let me walk you through the most important KPIs to focus on for each stage of the customer journey.

Know, Like, and Trust

At the top of your marketing hourglass are the know, like, and trust phases of the customer journey. This is where customers first discover your business and then come to understand what you do.

The first thing you’ll want to know at this part of the journey is how many people are actually discovering your business online. To measure this, you can turn to metrics on organic and paid search campaigns.

A tool like Google Search Console allows you to understand how your keywords are performing. You can see search traffic and reach. You can track which queries are actually bringing visitors to your website. When you understand these SEO metrics, you can revisit your keyword research and make tweaks to boost your SEO.

Tracking paid search results is also critical in this stage. Understanding metrics on your ad campaigns like the quality score (which measures the relevance of your keywords) and clickthrough rate give you a deeper understanding of how many people are seeing your ads, and whether or not your copy is compelling enough to get viewers to click your link.

Once you move into the like phase, you begin to evaluate metrics that cover engagement on your website and social media. It’s important to track the number of visitors you have to your website. Are they all first-timers, or do you have return visitors? How many times do people generally visit your site before they move onto the conversion phase of the marketing hourglass? All of this information can help you understand potential bottlenecks in the know, like, and trust portion of the hourglass.

Social media engagement metrics also give you insight into the like and trust phases. How many people are following your accounts? Are you steadily growing your audience? And beyond just the number of followers, are those who follow your account interacting with your content? Are people liking, commenting, and responding to your follow-ups? More engaged followers on social indicates that the content you’re sharing is helpful and meaningful to your audience. You’re doing the work of truly earning their trust.

Try and Buy

Once you’ve won prospects over initially, they move closer towards the ultimate conversion goal: making a purchase. But before they hand over their credit card information, they want the opportunity to try what your business offers. They need that final assurance that everything will go smoothly if they decide to buy.

When it comes to the try phase, you want to measure metrics that clearly showcase the gap between people who were in those early marketing hourglass phases and those who’ve made it to this next level. Tracking site visits versus conversions by source is a great way to visualize this gap.

Is there a certain channel that drives more traffic to your site than others? Maybe you see most of your traffic coming from your Instagram profile. The content you’re creating there is meaningful enough to vault those followers up to the try and buy phase. From there, you also want to measure conversions by channel.

Let’s say that only a tiny sliver of those Instagram followers actually convert once they visit your site. But a larger number of folks coming through your newsletter—a less-popular channel overall—take the next step with your business. That gives you some insight into the effectiveness of the messaging on your newsletter versus your Instagram. While the Instagram content attracts more positive attention, it somehow doesn’t sync up with what visitors find on your website (hence the high number of visits but low conversion). Your newsletter, on the other hand, isn’t as compelling, but provides a clearer picture of the work you do.

Measuring Call to Action button and landing page performance can also provide valuable information at this stage. Are people actually clicking on your CTAs, be they on your website, in your social ads, or in your newsletter? And once they’ve clicked the CTA and landed on your website, are they filling out the form they find there to take the next step to try or buy—whether that’s requesting a demo to give you a try or making a first purchase?

Repeat and Refer

The final phase in the hourglass takes you beyond the initial purchase and into the realm of your long-term relationship with customers. Do your customers like you enough to return to you for additional purchases? And beyond even that, would they refer you to a friend?

There are a handful of KPIs that can help provide clarity around those questions. Retention rate is one of them: How many of your customers are sticking around come renewal time? If you run a gym, do you see people renewing their memberships month after month? Or is there a big drop-off at some point in the cycle?

If you see a pattern in your retention rate, why is that? For the gym that sees a big drop-off in March, as those New Year’s Resolution folks begin to drift away from working out, can you provide an incentive then to get them to stay on? It doesn’t even need to be monetary; maybe it’s a class with a popular instructor called “Maintain Your Resolutions Through the Spring.” And those who signed up for gym membership in December or January are given first dibs on spots.

Reviews can also help you identify issues in your customer journey. Do you keep seeing positive feedback on your customer service team? That means you’ve created an empowered team who’s willing and able to go the extra mile for your customers (a great way to boost retention). But at the same time, do you see a common complaint that leads customers to turn to your customer service team in the first place? If so, take steps to remedy that issue that multiple customers have identified in reviews.

And finally, there’s the Net Promoter Score, or NPS. If you’ve ever taken a survey for a business, you’ve likely encountered the NPS question: “How likely are you to recommend us to a friend or colleague?”

People who respond with a nine or 10 are known as promoters—loyal fans of your business. Folks in the seven to eight range are in a bit of a no-man’s land; they’re considered passive. While they’re happy enough with you, they could just as easily go with a competitor, if the right offer came along. Anyone ranking you a six or below are considered detractors. They’re unhappy with you and could do damage to your business with negative word-of-mouth.

Understanding how many of your customers are enthusiastic supporters versus how many could take you or leave you (or worse, bad-mouth you to a friend), helps you gain clarity around the final steps of the customer journey. With detractors, you did everything early on in the hourglass well enough to get them to buy from you. But something went awry in the last few steps, and now they’re unhappy enough to tell others about their negative experience. That’s valuable information! From there, you can assess things like your onboarding process for new clients and take a closer look at your customer service approach to identify weak spots.

When it comes to getting a better understanding of your customer journey, it’s not enough to rely on your gut. The journey is complex. The best way to understand it is with cold, hard data. By tracking specific KPIs for each phase of the customer journey, you can identify the strengths and weaknesses in your strategy, and make tweaks accordingly to better facilitate a smooth journey for your customers.

How Mapping Your Customer Journey Can Improve the Customer Experience

How Mapping Your Customer Journey Can Improve the Customer Experience written by John Jantsch read more at Duct Tape Marketing

When you’re driving to an unfamiliar location, you pull up directions on Google Maps. When you’re hiking a new path in your favorite state park, you stop at the trailhead to check the posted map. You never go into a physical journey without taking stock of where you’re headed. So why wouldn’t you do the same for the customer journey?

Understanding where your customers go when they’re interacting with your business can help transform your marketing efforts. Here, I’ll walk you through the steps of customer journey mapping—everything from what it is to why it matters so much.

What is Mapping the Customer Journey?

Let’s start with the basics. Mapping the customer journey requires you to create a visual representation of every interaction a customer has with your business that leads them to a certain conversion. This might be the path they carve from discovery of your brand, at the very top of the marketing hourglass, to signing up for your email newsletter. Or perhaps it’s a look at the steps they take between clicking on your social ad for a given product and purchasing the item.

In order to create a map, you should conduct interviews with real customers. Ask them how they discovered your brand. Find out about their experience interacting with your website. Take stock of where else they found you on the web (social media or local listings sites, perhaps?). And collect feedback on their ease of making a purchase and getting support from your team, if they needed it.

You should also take the time to do your own research. Pretend you’re a customer searching for a solution that you offer, and go onto the web. Google yourself or a related search term, and walk through the process of navigating your website. Check out your social profiles, and see where they lead you. Sometimes you’ll discover something new and interesting about your own online presence when you experience it through the lens of a customer’s journey.

By creating customer journey maps for the steps that lead to those important conversion moments along the broader journey, you can gain a deeper understanding of the people who love your brand. When you can wrap your head around how your customers behave and why they do it, you can refine your marketing tactics and messaging to best complement those behaviors.

Understand the Complexities of the Journey

Today’s customer journeys are incredibly complex. In the olden days, someone would read a print ad, catch your commercial on the television or radio, or maybe simply see the sign out in front of your store and stop on by. Now, with dozens of digital channels to consider, it’s hard to know exactly when and where someone encountered your brand.

And even if you’re aware of some of their interactions with your business—because they happened online and you’re able to track them—it’s hard to know which point of contact is the one that ultimately pushed them towards the conversion.

Mapping the customer journey helps you to understand all that. Perhaps in customer interviews, you keep hearing about a blog post from a local influencer that mentions your business and drives a lot of traffic your way. That’s valuable information! Consider reaching out to that blogger to see if they’d like to become a part of your strategic partner network.

Or maybe you take your own website out for a spin. You have an online booking portal for folks who want to make appointments, but you discover that for first-time users, there’s a lengthy registration process. It requires lots of clicks and form-filling, and can be a source of frustration. Now that you’ve experienced that hurdle first-hand, you understand your booking system could be driving customers away, and you can take steps to change it!

Learn What Matters to Your Customers

What you think matters to your customers and what actually matters to your customers are sometimes two different things. Sure, there’s something to be said for generic best practices; they can be a great starting-point for any brand looking to establish a solid web presence.

But what’s right for a competitor or someone in another industry isn’t always right for you. Perhaps you’ve heard that Yelp is the best local listings site for your industry. So you spent countless hours building out your Yelp profile and driving all of your customers to review you there. But then, you discover that most of your customers are searching for solutions on Google Maps. That means they’re coming across your much sparser Google My Business profile.

As you discover more about the customer journey from your conversations with actual customers and your own experience navigating test journeys, you’ll want to make tweaks to your approach. Maybe that’s changing wording on your social media’s homepage that makes it easier for customers to understand what you do. Maybe it’s rearranging your website’s navigation bar to remove some of the steps it currently takes for prospects to request a demo.

Whatever modification to the journey you want to try, it’s a good idea to implement A/B testing in your process. Display the new element to half of your audience, and keep things the same for the other half. Then measure conversions for each group. If things improve with your adjustment, you know you’re on the right track. If things remain the same (or conversions decrease), it’s best to test another new approach.

Find New Customer Segments (or Redefine Existing Ones)

The way in which you market your business and the shape of the customer journey are inextricably linked. By that I mean, you need to market your business in a way that suits the typical trajectory for the customer journey. But the way that you market your business can also have an influence on the shape of the journey.

Sometimes, your marketing efforts might have you missing out on specific segments of the population who could be interested in your product. Or, there might be a way for you to optimize your current marketing to get your existing customers to return or make larger purchases.

Let’s say you run a yoga studio. You already have some clearly defined personas for your business: young professionals focused on wellness, people looking to reduce stress and anxiety, and pregnant women and new moms.

Perhaps in speaking with those moms in your postpartum segment, you realize that what they appreciate about your studio isn’t the ability to move a little. And it’s not about getting out of the house and away from the newborn for an hour or two on Wednesday mornings. What they love is the community of other new moms, with whom they can share their struggles and successes.

Once you understand that the problem you’re solving for these moms is really about community, not fitness, you can refine your marketing approach. Create a Facebook group that’s a place for yoga moms to come together. They can share tips, commiserate about the horrors of sleep-regression, and even organize playdates for their little ones! Suddenly, you’ve become the architect of this impactful community. New moms who otherwise might not have tried yoga—but who love your Facebook group—might feel compelled to stop in for a class.

By better understanding your existing customers, you can create additional stops along the customer journey to address their needs and attract similar prospects.

Meet Customers Where They Are

Rather than directing your outbound marketing efforts to anyone under the sun, when you understand the customer journey you can develop stronger inbound tactics in the places where your fans are already congregating.

Let’s say you run a catering company. You’ve been advertising heavily on Instagram. Because it’s a visually-based social network, it’s a great place for you to show off your beautifully-plated food.

However, your typical client is more established—it’s not cheap to throw a lavish, catered soiree, after all! For the most part, they’re in their 40s, 50s, and 60s. Statistically, Instagram is not the place to go to interact with people above the age of 30. Less than 40 precent of those in their 30s are on the platform; only 16 percent of the 50-and-over set are on Instagram.

So stop wasting money on Instagram ads. Instead, invest in inbound tactics elsewhere where you’re more likely to bump into your actual customers. Get on Facebook, the social network of choice for most people 40 and older. Work on building out your referral network and case studies, since word-of-mouth matters a lot in the local catering business.

When you’re able to find your prospects and greet them on their turf, you build trust and reduce ad spend. You can certainly still advertise! In fact, when it’s focused on those spaces where your clientele actually gather online, you get a much greater ROI.

The customer journey is only going to get more complex. Digital marketing continues to grow, and new channels for reaching customers develop. When you understand where your customers are and where they want to go, you can create a smoother customer journey—one that guides them right to your desired conversion.

How Did the Customer Journey Evolve in 2019?

How Did the Customer Journey Evolve in 2019? written by John Jantsch read more at Duct Tape Marketing

The customer journey is at the heart of all marketing efforts. I wrote last week about how the marketing hourglass and the marketing maturity model are the two frameworks to guide you through the creation of your entire marketing system.

While the marketing maturity model helps you to establish and grow your own marketing assets, the marketing hourglass teaches you how to interact with customers throughout their journey with your brand. In today’s digital world, where things change quickly, the customer journey continues to grow and evolve. And it’s critical that you’re aware of these changes so that you can continue to deliver an effective marketing message to customers, even as their journey shifts.

Let’s take a look back at how the customer journey evolved in 2019 and where we might expect it to go in 2020.

The Omnichannel Experience Expands Further

Digital marketing allows you to create multiple touchpoints with your customers. From your website to social media to video platforms to paid advertising, there are dozens of channels for you to explore. And in 2019, you gained even greater options.

Voice search continues to grow. Experts expect that 200 million smart speakers will have been sold by the end of the year. While smart speakers and voice assistants provide another way for you to get discovered by new prospects, you may need to pivot your SEO efforts to get noticed by Alexa and Siri. Things like having a mobile-friendly site that is fast and secure, and making sure you’re listed on relevant local listings sites (think Yelp, Facebook, and Google My Business) can all help you to be the brand that’s suggested by a voice assistant.

Augmented reality (AR), which first gained widespread attention as the tech that powered the popular Pokémon Go app, is now being used by marketers to sell products. We’ve seen retailers in the fashion, beauty, and home furnishing spaces develop apps that allow people to virtually try before they buy.

Visual search is also something to keep on your radar screen. Social platform Pinterest has added visual search to their site, allowing consumers to upload a picture of a product they like and presenting them with suggestions for where they can purchase the item—or something similar—online. For tips on how to make Pinterest work for your business, check out this Duct Tape Marketing podcast episode with Pinterest expert Alisa Meredith.

Data and Automation Are More Important Than Ever

Data and automation are buzzwords we’ve heard tossed around for several years now, but they’ve established themselves as critical elements of business operations and marketing. On the marketing front, they allow you to better understand the unique shifts in your customer’s journey, so that you can modify your approach and direct the right message at the right prospect at the right time.

As the technology becomes more widespread and costs of implementation decrease, small businesses are able to tackle personalization on a level that was previously only possible for giants like Amazon.

This year, 80 percent of regular shoppers indicated that they’ll only do business with brands that serve up personalized experiences. So if you’re still sending the same emails to everyone on your mailing list, you’re missing out on a huge opportunity.

Understanding customer data allows you to segment your customer base into different personas. Very few businesses serve customers that are all exactly alike. For most of us, we mean different things to different people. Let’s say you’re a florist. Some of your clients purchase flowers only for special occasions, like birthdays and anniversaries. Others are event planners who place large orders on behalf of their clients. Others still are individuals with standing orders for arrangements at their home or office.

Each of these customers have very different needs, and so they should be getting very different marketing messages from you. By using the data you already have on your customers to better understand their behaviors and actions, you can craft your marketing messaging to speak directly to each segment of your customer population.

And with marketing automation tools, you can set your system to send certain messages to customers that are triggered by specific behaviors. That means everyone is always getting the marketing message they most need and want, and you’re likely to generate more business.

Online and In-Person Worlds Collide

If you’re a marketer today, there’s so much to think about in the digital world that it’s possible to get carried away and forget that your customers still exist in the real world! That’s why it’s important that, even as you keep an eye on digital trends, you work to bring the digital and real worlds together for your customers.

Eighty-eight percent of consumers who do a local search on their phone end up calling or visiting the business within 24 hours. This means that the online portion of the customer journey is leading directly to in-person sales.

How can you better facilitate the customer journey from online browsing to in-person purchasing? Make sure your business is present on local listings sites like Google My Business so that you can get found in the first place. Have your contact information and hours listed prominently on your site and local listings, so that prospects can actually call and visit.

Webrooming is another digital-to-real-world trend that local businesses need to be aware of. Webrooming is the practice of searching for a product online while you’re physically in the store. I know I’ve done it myself to check out specs and reviews on the top one or two items I’m considering. Reviews and ratings are important to any small business for SEO, but they’re also relevant in the real world as they have the ability to sway a webrooming consumer in real time.

Engagement is Key

As the customer journey has grown more and more complex, engagement has become even more important. When prospects or customers reach out to you via any channel, you must respond quickly and effectively.

Engagement is your opportunity to capture more of your audience’s valuable attention. If someone comments on your social media account, don’t just let it sit there or simply reply with a like. Instead, ask a question or write a response that invites them to engage in conversation. The longer you can keep that volley going, the greater their sense of connection becomes with your brand. If you’re able to make a good impression now, it’s the kind of thing that will make them think about you later when they’re ready to make a purchase.

Building Loyalty is Critical for Long-Term Success

Because the customer journey is no longer a straight light, you need to build loyalty. Otherwise, people will abandon you when a better offer comes along.

Be honest: How many times have you done your product research on one site, settled on your product of choice, and then opened up a Google tab to search for the same product elsewhere, cheaper?

Digital enables people to go through all of the steps of the journey with you, and then at the last minute jump ship to go with a cheaper competitor. The only way to combat this is to offer an incredible customer experience. Your brand has to be about more than your products, or you’ll lose your differentiation (and your customers). And you need to be going above and beyond at every stage of the customer journey, because they can slip away at any point.

The Journey Can’t Just Happen, You Need to Guide It

With so many marketing channels in place, you can’t leave customers’ paths to chance. Instead, you need to take control of your destiny and guide the customer journey.

This starts with mapping to understand your current customers. When you know how your existing ideal clients behaved on their journey, you can work to recreate that experience for others. Not only is it more likely to lead to conversions, it also means you’ll be attracting new customers who fit your ideal profile

When you’re refining your approach, it’s good to use testing. Research your existing customers, posit a theory, test it out, and measure results. A/B testing is a great way to run side-by-side comparisons of different approaches to see which resonates best with your target audience.

The customer journey is constantly evolving, and I’m sure we’ll see even more changes—big and small—in 2020. No matter where the customer journey goes next, if you keep the marketing hourglass and a commitment to serving your customers as your North Star, you’ll be able to weather any ups and downs in the marketing landscape.

Where Does Social Media Fit Into the Customer Journey?

Where Does Social Media Fit Into the Customer Journey? written by John Jantsch read more at Duct Tape Marketing

Your social media marketing can sometimes feel separate from your other marketing efforts. After all, social media is about engaging with fans and having a little bit of fun with your brand, is it really a place where you should be thinking about the customer journey?

The fact of the matter is that all of your marketing efforts should be shaped around the customer journey, and that includes social media. And yes, there is a way to fit social media into each stage of the customer journey without resorting to sales-y posts or spammy messages.

Here’s how you can incorporate social media at every stage of the customer journey, from know, like, and trust to try, buy, repeat, and refer.

Know

Social media is a great place to introduce your business to new people. The first stage of the customer journey is all about exposing your target audience to your branded content. You want your prospects to get a feel for who you are, what you do, and why you’re better at it than the competition.

The first step to setting yourself up to meet new people on social is making sure you establish a profile with all of your information that clearly incorporates your branding and logos. Whether you’re just starting out or bringing your social page back from the dead, organic social begins with posting interesting branded content.

This content is how people will come to know your brand and begin to associate your name with your area of expertise.

Like

Once you’ve gotten the attention of new fans, it’s time to get on their good side. In the like phase, you want to educate them on their problems. This is the time to show that you understand their pain, and that your business offers the perfect solution to whatever ails them.

Continue to share content, but whatever you do, make sure it’s meaningful! Take this opportunity to share in-depth posts from your blog, explainer videos from your YouTube channel, and episodes from your podcast that feature other experts in your field. You can curate content from other sources, too, but the key to getting folks to like you is sharing content that’s relevant to them.

You can also begin to invest in boosting your content and sharing paid ads. Boosting content allows you to share your existing organic content with a broader audience, while paid campaigns give you the option to display sponsored posts to those who have already interacted with your organic social presence. Either way, these paid options are a way to increase your presence on your audience’s social feed and to build a sense of familiarity that breeds fondness.

Trust

By now, you’ve convinced your audience that you know your field and understand the problem that you solve. Now’s the time to reinforce that trust in your business and drive initial engagement.

You can begin to whet your audience’s appetite with allusions to a great offer. Paid posts with targeted calls to action help you achieve this. You can also take an organic approach by sharing links that drive back to an initial offer on your website.

This is the time to hammer home your expertise in your field and make a strong case for your business.

Try

This is where you make your first offer to prospects. In the try phase, you reveal your offer and present content designed to move them towards a decision.

Your initial offer doesn’t have to be huge, and in fact, it shouldn’t be. It’s best to start with something small to get your foot in the door with your prospects. Again, posts and ads with targeted calls to action are the way to go here. Presenting a free trial or making an offer that reduces risk (say, one that includes a money-back guarantee) is a great way to get prospects to commit to giving you a try.

Buy

Once you’ve gotten your prospects to take advantage of your trial offer, and you’ve dazzled them with a peek at your killer product or service, they’ll be ready to take the plunge and make their first real purchase.

Social media can help coax them towards this conversion. Step up your customer engagement here. If someone who’s tried your product leaves a comment or asks a question on your social media page, be quick to offer up a response! If they’ve left a review on your page that expresses hesitations following their initial trial, reach out to them directly to follow up, offer a solution, and ask them to give you a second chance.

Taking those extra steps to get personal and engage with your hottest leads on social is the way to support the buying process and drive that all-important purchase.

Repeat

Once you’ve convinced your prospect to become a first-time customer, you have to continue to delight them! Maintain your outreach efforts whenever customers engage on your page. If you get private messages from customers through social media, make it a priority to respond quickly.

Most social media management tools (like Hootsuite or SproutSocial) allow you to respond across social platforms from their centralized dashboard. This means there’s no excuse for missing an important communication from your customers!

On the organic social front, posting more in-depth content, like case studies, is a way to continue to build rapport with your customers. Prove to them that you’ve provided long-term value to other customers, and they’re more likely to return to give you more business as well.

When it comes to paid options, retargeting allows you to stay top-of-mind with your existing customers. Consider sending complementary offers to those who have recently made purchases on your site (i.e. If someone bought golf cleats, show them an ad for golf gloves or headcovers).

Refer

The final step in the customer journey is to win referrals. Social media comes in handy here because it’s an inherently—well, social—place!

If you want to get people talking about your brand with their friends, create content that is shareable. You’re already posting meaningful content, but are there ways to make that content more fun or share-worthy?

Let’s say you run a pest control business. Consider creating a humorous video that helps homeowners identify the kind of bugs or critters they might have running around their house. Or, put together a quiz that readers can take, helping them hone in on the type of infestation they might be facing. This is the kind of content that’s not only useful, but is interactive, engaging, fun, and likely to be shared.

In the refer phase, you can even use paid tactics to boost customer posts. So if you have excellent, positive user-generated content, this is the time to let it shine!

Social media is as much a part of guiding the customer journey as any other marketing tactic. The interactive nature of the medium allows you to create one-on-one relationships with your prospects and customers, and to target them with the type of messaging that they most need to see at their particular stage of the journey. By using both paid and organic tactics, you can create a comprehensive social strategy that drives visitors further down the marketing hourglass, no matter where they are right now.

Marrying Content with the Customer Journey

Marrying Content with the Customer Journey written by John Jantsch read more at Duct Tape Marketing

Marketing Podcast with Arnie Kuenn
Podcast Transcript

Arnie KuennOn today’s podcast, I speak with Arnie Kuenn, an international speaker, author, and founder and CEO of Vertical Measures.

Prior to founding the digital marketing agency Vertical Measures in 2006, Kuenn founded several other businesses, including MediaChoice, an internet startup whose clients included the major television networks, plus music and movie studios.

Kuenn now runs his business and travels the world speaking and running training workshops on marketing. He is also the author of several books, including his latest, The Customer Journey: How An Owned Audience Can Transform Your Business. On this episode, we discuss the customer journey, and the role that effective content marketing plays in guiding buyers through the journey.

Questions I ask Arnie Kuenn:

  • What made you decide to write the book as a fable?
  • How would you define the customer journey?
  • What’s the connection to content throughout each stage of the customer journey?

What you’ll learn if you give a listen:

  • Why good content comes from understanding people’s pain points.
  • How putting yourself in the buyer’s shoes can help you identify gaps in your content.
  • Why digital marketing allows you to meet prospects at their time of need.

Key takeaways from the episode and more about Arnie Kuenn:

Like this show? Click on over and give us a review on iTunes, please!

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Klaviyo helps you build meaningful relationships by listening and understanding cues from your customers, allowing you to easily turn that information into valuable marketing messages.

What’s their secret? Tune into Klaviyo’s Beyond Black Friday docu-series to find out and unlock marketing strategies you can use to keep momentum going year-round. Just head on over to klaviyo.com/beyondbf.

Where Marketing Automation Fits Into the Customer Journey

Where Marketing Automation Fits Into the Customer Journey written by John Jantsch read more at Duct Tape Marketing

When companies incorporate marketing automation into their approach, they often focus on the middle of the marketing hourglass. They use the automation tool to stay in touch with existing customers or to reach out to prospects who are very near to making their first purchase.

However, marketing automation can be used throughout the entirety of the customer journey to great effect. When you’re smart about automating marketing processes, it frees you up to do more of the prospecting and lead nurturing work that only a real human can do, while taking some of the more tedious and time consuming parts of the marketing process off your plate.

Here, we’ll take a look at the various features that make up marketing automation, and how best to use them throughout the customer journey.

What is Marketing Automation?

Before we dive in, let’s provide a quick definition of marketing automation. It’s the process of using a software platform to automate some of your repetitive marketing tasks. It can be used across channels, and includes social media, email, and certain website actions.

The software allows you to group users by certain attributes or behaviors and to target them with messaging that is most relevant to them. For example, you might group people in the same geographic location together, or group people who have made multiple purchases from your business.

Marketing Automation for the “Know” Phase

At the very top of your marketing hourglass, people are encountering your brand for the very first time. Maybe they’re someone who’s in desperate need of the good or service your provide; maybe it’s someone with a passing interest in your field. How do you sort things out this early on in the game?

One of the first things that marketing automation tools can do is help you with lead capturing efforts. Using the same form across your website allows you to gather the same contact information for everyone who fills out the form. From there, you can begin the process of analyzing their attributes and behaviors to figure out whether or not they’re serious prospects.

Behavior scoring (otherwise known as lead scoring) asks you to take data on your existing clients to build a composite profile for your ideal prospect. Where do they live? What profession are they in? What kind of actions do you expect them to take before they convert?

When you know what your ideal prospect looks like, you can then use your marketing automation tool to compare each lead against this dream prospect. If they’re ticking most of the boxes, this is a lead you know is worth your time. They’re likely to convert, if you play things right, so it’s smart to spend some marketing dollars courting them.

Leads that fall completely outside of this ideal picture are likely not worth your time. They’re just not the kind of person that realistically needs or wants what your business offers, so no amount of time or money will result in them changing their mind.

Marketing Automation for “Like” and “Trust”

Once you’ve identified those leads that are worth approaching, you can begin to use your marketing automation tool to create an effective email campaign.

Marketing automation tools allow you to segment your audience so that you can send specific messaging to different groups of people based on their attributes and interests. It’s also possible to use the tool to personalize the email, setting it to auto-populate with name, company, and job title based on the information you have in your database.

For prospects, you can establish a set of prospecting emails that slowly and methodically introduce them to your company and the problems you can help them solve. Only 23.9 percent of all sales emails are even opened, so it will take several attempts to get a prospect’s attention.

You should start by creating a handful of emails that contain different offers so that prospects can come to know and like your business—an invitation to access a white paper on your area of expertise, an opportunity to join a monthly webinar that you hold, or an offer to book an introductory call with a member of your sales team.

You can then set these messages to send on a regular schedule, with a built-in trigger to turn off the next email in the set if the current email leads to a conversion.

Your marketing automation tool can also help you to tailor the content on your website to the profiles of your visitors. The tool can show specific content that you know will be valuable to a given prospect, and you can create dynamic content that is replaced based on actions a prospect has taken or interest that they’ve expressed in a particular topic. This level of personalization makes a prospect feel seen and heard, which goes a long way to building likability and trust.

Marketing Automation for “Try” and “Buy”

Once you’ve proven to prospects that you understand their specific needs and have the perfect solution for their problems, you begin to move them into the try and buy portion of the hourglass.

Using marketing automation to target them with messaging that is triggered by a specific action can be an effective tactic here. At this point you already know a bit about the prospect, so you can get even more specific about giving them information you know they’ll be interested in.

For example, let’s say a prospect has signed up for your company newsletter, you can use this action to then trigger messaging to drive them to the try phase in the hourglass. Maybe this means a pop-up on your website that invites them to a free trial of your service. Or perhaps it’s an email invitation to an upcoming event on the topic you cover in your newsletter, with a friends and family code so they can attend for free.

Once someone’s made their first purchase, you can set your system to automatically follow up with them. Send them a welcome email that gives them additional information on how to get the most out of their purchase. Then automatically send them an email again in a few weeks’ time to make sure they’re still happy and to offer support with any issues they may have encountered.

Marketing Automation for “Repeat” and “Refer”

You’ve already used your marketing automation platform to get your prospects to convert, but you can continue to use the tool to influence the remainder of their customer journey.

Once a customer has made a specific purchase, you can offer them related products or target them with communications that are focused on their areas of interest. In a recent Marketo survey, 78 percent of respondents said they would only pay attention to promotions that were related to their previous interactions with the brand. That means that most consumers would rather have no deal offered to them at all than have a generic offer sent their way.

Marketing automation can also help you to establish and maintain a strong referral base. With the ability to set up regular communication with your existing customers, marketing automation tools help you to stay top of mind so that customers are likely to have your name on the tip of their tongue when their friend asks for a referral in your field. Additionally, if you choose to establish a referral program, you can use email segmentation to stay in touch with members of that program, offer meaningful rewards, and target new leads coming to you via referral with specialized messaging.

In addition to the benefits that marketing automation provide you throughout the customer journey, the tools offer bigger-picture benefits as well. You should be using the data you collect on the effectiveness of your marketing efforts throughout the customer journey to refine each of the steps you take along the way.

Marketing automation tools compile a lot of information on the effectiveness of your marketing approach across channels, which allows you to identify holes, find logjams, and then invest the time in fixing those issues. When you have a better understanding of your complete marketing approach along the entire customer journey, you’re empowered to create one that is even more optimized for future customers.