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Bonus  Conversa,on  

MARKETING AUTOMATION FOR SMALL BUSINESS 


Bob  The  Teacher,  Manager  of  Marke1ng  Educa1on  at  LeadPages®

BONUS CONVERSATION: HUBSPOT Bob  The  Teacher  and  Isaac  Moche    
 Note:  The  following  transcripts  have  been  created  to  assist  you  in  implemen:ng  the  lessons  of  this  course.  Since   they  are  essen:ally  verba:m,  these  transcripts  should  be  read  with  a  “speaking”  English  perspec:ve,  as  they  may   contain  slight  gramma:cal  errors  due  to  the  nature  of  recorded  training.


Welcome  to  this  bonus  module  of  Marke,ng  Automa,on  for  Small  Business.  Once  again,  this  is   Bob  the  Teacher,  the  manager  of  Marke,ng  Educa,on  here  at  LeadPages®.  This  bonus  module  is  a   fantas,c  conversa,on  with  Isaac  Moche,  the  senior  inbound  professor  at  the  HubSpot  Academy.   He  and  I  had  a  fantas,c  conversa,on  around  the  ideas  of  inbound  marke,ng,  of  lead  nurturing,   and  marke,ng  automa,on  and  marrying  them  all  together.   Now  a  quick  introduc,on  of  Isaac.  He  ini,ally  joined  the  HubSpot  support  team  in  2013  where  he   worked  with  over  4,000  HubSpot  users  to  move  the  needle  for  their  organiza,on  using  best   prac,ce  inbound  marke,ng  techniques.  Since  joining  the  HubSpot  Academy  team,  Isaac  has  used   his  experience  helping  HubSpot  customers  and  partners  to  develop  educa,onal  content  around   scalable  marke,ng  automa,on,  e-­‐mail  marke,ng,  and  lead  nurturing  strategies.  I  know  you're  going   to  learn  a  ton  from  this  conversa,on,  so  let's  get  to  it.   Bob:  

Hey,  Isaac.  Welcome  to  this  bonus  module  of  the  Marke,ng  Automa,on  for  Small   Business  course.    

Isaac:  

I'm  really  happy  to  be  here.  Thank  you  for  giving  me  the  chance  to  chat  with  you  today   about  lead  nurturing.  

Bob:  

I  can't  wait  to  hear  your  answers  to  some  ques,ons  I  have  and  whatever  comes  out  of   our  conversa,on.  Before  we  get  too  deep,  I  just  would  love  to  have  the  listeners  know   a  liVle  bit  more  about  you.  Tell  us  your  favorite  thing  that  you  get  to  do  over  at   HubSpot.  

Isaac:  

HubSpot  has  thousands  of  customers.  That  means  that  people  come  with  this  really   diverse  and  interes,ng  background  as  far  as  what  their  business  does  and  what  their   challenges  are  with  lead  nurturing.  What  I  love  is  just  that  crea,ve  process  of  hopping   into  the  trenches.  I  like  to  say  that  lead  nurturing  and  automa,on  is  really  about   experience  design.  

 

What  are  the  goals  of  these  people  that  I'm  working  with  and  how  can  we  kind  of  get   fun,  and  crea,ve,  and  effec,ve  with  lead  nurturing?  That's  always  different  for  every   group  of  customers.  I  really  like  that  crea,ve  component  of  doing  lead  nurturing.  

Bob:  

Excellent.  We  do  know  that  lead  nurturing  and  marke,ng  automa,on  go  hand-­‐in-­‐hand.   I  know  that  HubSpot  has  a  preVy  clean  and  clear  flag  in  the  sand  when  it  comes  to  a  lot   of  these  things.  Let's  start  from  the  higher  level  first  and  talk  about  lead  nurturing  as   how  it  fits  in  to  the  rest  of  our  marke,ng.  

 

LeadPages®  Marke,ng  Automa,on  for  Small  Business  -­‐  Bonus  Conversa,on:  HubSpot  |  Bob  Jenkins  

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Isaac:  

It's  a  really  interes,ng  thought,  and  people  look  at  this  as  various  different  degrees  of   integra,on.  I  think  if  you  could  really  boil  it  down  to  one  thing,  it's  the  fact  that,  Bob,   through  a  number  of  different  ways,  your  database  of  contacts  is  going  to  decay  by   about  25%  every  year.  That's  from  people  op,ng  out  or  changing  jobs  or  marking  your   content  as  spam.  Sadly,  that  does  happen  some,mes.  

 

Your  database  is  shrinking,  and  there  are  best  prac,ces  and  there  are  things  that  you   can  do  to  mi,gate  that.  It's  really  important  that  your  lead  nurturing  is  part  of  this  larger   strategy  to  aVract  people  to  your  web  site  and  you  know  whether  you're  using   LeadPages®  to  capture  those  leads  or  you're  using  some  other  plaaorm  to  actually   capture  those  leads,  that  you're  filling  the  top  of  your  funnel  back  up.  I  think  that's  one   of  the  things  that  I'm  sure  you  folks  recognize,  since  you  focus  on  that  as  well,  is  just   such  an  important  part  that  lead  nurturing  doesn't  exist  in  a  vacuum.  

Bob:  

Yeah,  absolutely.  I  know  that  content  plays  an  extremely  important  role  in  what  you  do   over  at  HubSpot,  what  we  do  here  at  LeadPages®.  Can  you  speak  for  a  moment  about   the  role  content  marke,ng  is  playing,  how  is  it  moving  your  lead  nurturing  from  before   they're  a  lead  to  aber  they're  a  lead?  Where  does  content  play  a  role  there?  

Isaac:  

What's  so  awesome  about  content,  and  understanding  the  importance  that  that  does   have  in  your  marke,ng  automa,on,  is  that  once  people  actually  say,  "Huh,  I'd  like  to   automate  this  experience  of  talking  to  my  prospects,  talking  to  my  customers,"  it's  really   quick  and  easy  to  figure  out  where  your  gaps  with  your  content  is.  

 

When  you  think,  "How  do  I  move  people  through  this  path  to  purchase?  How  do  I   educate  these  folks  so  that  they  are  prepared  to  talk  to  someone  in  sales?"  That's   actually  really  quickly  going  to  help  you  guide  the  content  that  you  create.  If  you're   being  smart  about  repurposing  content  and  really  figuring  out  who  you're  trying  to  talk   to,  it  ends  up  being  preVy  simple  to  say,  "The  content  that  I'm  going  to  use  to  aVract   someone  and  convert  someone  doesn't  end  up  being  that  different  from  the  content   that  I  use  to  nurture  them  with."  

 

People  can  interact  with  your  company  at  all  different  stages  of  the  buying  process,  so   content  that  you're  using  on  your  blog  to  let  people  get  up  close  and  personal  with   your  product  or  your  service,  a  liVle  bit  further  through  that  path  to  purchase,  is  the   perfect  content  to  send  somebody  if  they've  subscribed  to  your  blog  and  they're  a  liVle   bit  earlier.  That  content  dances  between  the  two.  

 

I  don't  want  to  say  it's  dangerous,  but  I  think  you're  selling  yourself  short  if  you  treat  the   content  that  you  create  for  your  blog  as  totally  separate  from  the  content  that  you  use   to  nurture  folks.  

Bob:  

One  of  the  big  things  that  I  see  as  a  mistake  is  people  saying,  "I've  got  to  make  content   fresh  every  single  ,me  I  make  a  lead  nurturing  campaign."  

Isaac:  

Right,  right.  

Bob:  

There's  so  much  great,  valuable  stuff  that's  been  created  over  the  last  year  or  two  or   three  of  your  own  that's  likely  extremely  useful  in  that.  

Isaac:  

Yeah,  it's  like,  "Wait  a  minute."  Half  of  the  value  of  crea,ng  all  this  content  is  that  it's  like   compound  interest.  You  can  just  start  to  put  it  in  a  bunch  of  different  places  and  reap   those  dividends.  

 

LeadPages®  Marke,ng  Automa,on  for  Small  Business  -­‐  Bonus  Conversa,on:  HubSpot  |  Bob  Jenkins  

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Bob:  

The  next  thing  I'd  love  to  have  you  talk  about,  Isaac,  is  what  are  some  common   mistakes  that  you  see  people  making  with  their  nurturing  campaigns?  

Isaac:  

Yeah,  I  think  the  number-­‐one  mistake,  and  I'm  sure  we'll  get  to  this  a  liVle  bit  later  about   aligning  your  marke,ng  and  sales  team,  is  that  people  have  this  en,re  sales  force,  for   some  reason  they  have  this  concept  that  they're  going  to  send  people  a  series  of  e-­‐ mails  and  turn  them  into  customers,  that  this  becomes  a  channel  that  they  can  just   create  a  touchless  sales  process.  

 

That  ends  up  shoo,ng  them  in  the  foot  when  it's  like  you  have  this  whole  team  of  sales   reps  that  exist  for  that  express  purpose,  and  even  if  you  are  a  marke,ng  team  of  one,  or   you  run  your  own  business  recognizing  the  role  that  lead  nurturing  actually  plays  in   your  business,  and  that  at  a  certain  point  sending  these  e-­‐mails  probably  could  be   supplanted  by  or  moving  to  the  next  step  of  either  calling  them  on  the  phone  or   reaching  out  individually.  

Bob:  

Yeah,  one  of  the  things  we  talk  about  in  the  course  quite  a  bit  is  the  idea  that   some,mes,  a  person  is  the  automa,on  tool,  that  it's  really  about  a  rou,ne,  and  that   human  element  can  be  a  factor  that  leads  to  more  sales.  I'm  glad  that  that's  on  your   radar,  too,  as  a  major  factor  to  put  in  place.  

 

You  men,oned  this  idea  of  the  sales  team,  and  yes,  there  are,  of  course,  companies  of   one  in  their  marke,ng  department.  Many  listeners  of  this  course  will  be  in  that   situa,on,  and  a  lot  of  others  will  also  have  teams  of  five  or  twenty  or  eighty  that  are   going  out  and  doing  their  thing.  How  important  is  it  to  get  your  marke,ng  and  your   marke,ng  automa,on  and  your  sales  on  the  same  team,  to  have  that  effec,ve   nurturing  program?  

Isaac:  

I  would  say  that  maybe  that's  number  one,  right?  If  you're  going  to  go  into  it,  what  your   marke,ng  team  is  doing  is  making  a  commitment  to  rethinking  the  way  that  they  drive   revenue  for  the  business  and  the  way  that  they  think  about  growing  the  business.  Most   helpful  thing  that  you  can  do  is  have  sales  along  for  that  mission  as  well.  

 

It's  important  that  people  don't  start  poin,ng  fingers  at  each  other,  right?  This  is  a  bit  of   a  shib,  and  that  involves  educa,on  and  that  involves  buy-­‐in,  and  that  some,mes  sales   reps  don't  really  know  "What  the  heck  am  I  actually  supposed  to  do  with  inbound   leads?"  That's  very  different  than  this  en,re  model  of  prospec,ng  and  reaching  out  that   folks  might  have  been  doing  in  the  past.  

 

I  think  the  simplest  thing  that  can  make  this  really  simple  and  really  underscore  how   important  that  is  for  the  business,  for  people  to  be  on  the  same  page,  is  that  defini,on   of  a  marke,ng  qualified  lead.  I  think  that  stands  to  the  earlier  point,  which  is  where  are   you  actually  looking  to  nurture  these  folks  towards?  If  you  folks  can  agree  this  is   marke,ng's  domain,  and  then  once  we  get  people  that  are  a  good  fit  that  are  interested   enough,  then  it's  sales's  turn  to  give  them  a  shot.  I  think  giving  both  teams  their  ,me  in   the  sun  and  actually  having  some  communica,on  around  "When  is  this  lead  ready  for   the  sales  team  to  take  over?"  

Bob:  

Some  folks,  they  might  not  have  heard  of  that  term  of  "inbound  marke,ng"  before.  Can   you  clarify  that  real  quick,  since  you  guys  have  pioneered  that  over  at  HubSpot.  Can   you  talk  a  liVle  bit  about  what  "inbound"  really  means,  and  put  it  into  other  terms?  

 

LeadPages®  Marke,ng  Automa,on  for  Small  Business  -­‐  Bonus  Conversa,on:  HubSpot  |  Bob  Jenkins  

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Isaac:  

Yeah.  We've  actually  seen,  just  to  ...  Before  we  dive  in  here,  is  that  inbound  is  about   more  than  marke,ng.  Inbound,  now,  it  can  be  sales.  It  can  be  services.  I  think  what   we're  talking  about  here  is  a  more  human  and  lovable  approach  to  marke,ng.  Marketers   tend  to  get  preVy  bad  rep  because  a  lot  of  what  we've  done  in  the  past  has  been   interrup,ve.  

 

If  outbound  makes  less  sense  from  a  visceral  perspec,ve  to  people,  then  I  think   interrup,ve  marke,ng  is  a  nice  swap  that  you  can  have  there,  because  a  lot  of  that  is   inser,ng  yourself  into  people's  day.  It's  calling  them  during  their  dinner.  It's  an  ad  when   they're  trying  to  watch  television.  People  are  geeng  increasingly  good  at  tuning  that   stuff  out,  because  they've  changed  the  way  that  they  shop  and  they've  changed  the   way  that  they  buy  and  they've  changed  the  way  that  they  consume  content.  

 

It's  really  easy  for  folks  to  set  up  filters  now.  Inbound  is  about  pulling  people  in.  It's   about  providing  helpful  and  relevant  content  that  in  some  way,  provides  value.  Your   business  exists  for  a  reason,  because  it  makes  somebody  a  beVer  spouse,  employee,   brother,  sister,  son,  daughter.  Whatever  it  is,  your  business  gives  value  in  some  way.  I   don't  think  it's  too  high  of  a  standard  to  say  that  our  marke,ng  should  do  that  as  well,   and  that  our  sales  process  should  do  that  as  well.  

Bob:  

One  of  the  things  I  love  about  that  is  it  adds  that  level  of  credibility,  right?  Most   inbound  traffic  is  coming  from  some  authority  or  referral  or  some  kind  of  ac,ve  search   for  content  that  you  have,  or  a  rela,onship  that's  being  passed  on  from  one  person  to   the  next.  Is  that  an  accurate  classifica,on?  

Isaac:  

Yeah,  I  would  say  so.  Now,  the  informa,on  moves  so  quickly.  I'm  sure  you  folks  have   seen  this  at  LeadPages®,  but  trust  is  just  really  important,  and  transparency,  too.  

Bob:  

Once  you  do  have  someone  in  place,  somebody  comes  in  to  your  marke,ng  campaign,   how  do  you  and  your  customers  marry  inbound  marke,ng  with  marke,ng  automa,on?  

Isaac:  

Marke,ng  automa,on  starts  at  that  point  when  you  actually  convert  folks,  right?   There's  this  en,re  process  before  that  happens  that  can  be  very  inbound  as  well.   Pos,ng  content  that  is  going  to  help  people  make  the  decision,  the  way  that  we  like  to   treat  that  is  this  concept  called  the  buyer's  journey.  

 

That's  just  the  path  to  purchase  that  people  make,  and  that's  not  something  that's  just   specific  to  online.  This  is  the  way  that  people  shop  and  buy.  They  first  recognize  that   they  have  a  problem.  That  might  be  a  liVle  bit  like,  "Oh,  man.  I'm  not  feeling  well.  I   wonder  what's  going  on."  That's  the  awareness  stage.  They're  aware  that  they  have  a   problem.  

 

Then  the  considera,on  stage  is  they  iden,fy  that  and  they  say  what  sort  of  solu,ons.   "Oh,  I  have  a  cold.  There  are  a  couple  things  that  I  could  do.  I  could  go  to  the  doctor.  I   could  get  some  rest.  I  could  get  some  vitamin  C.  I  could  get  some  chicken  noodle  soup."   There  are  a  bunch  of  different  things  that  they  might  think  of  doing  to  solve  that   problem,  and  then  you've  got  their  decision,  which  is,  "Okay,  I  picked  that  I'm  going  to   have  chicken  noodle  soup."  Then  there's  Campbell's  chicken  noodle  soup,  and  there's  a   place  down  the  road.  

 

People  move  through  that  process  and  you  want  to  treat  your  business  as  something   that's  willing  to  receive  people  at  whatever  stage  they  might  be  in.  Whether  that's   offers  that  you  have  gated  behind  landing  pages,  whether  it  is  the  content  that  you  put  

 

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out,  it's  really  about  making  sure  that  your  presence  online  spans  across  the  way  that   people  shop  and  buy  so  that  you  can  pull  people  in  at  the  right  stage.    

Then  nurturing  is  when  you  start  to  have  a  conversa,on  with  people  based  on  where   they're  at.  Figuring  out  where  they're  at  could  be  as  simple  as  they  filled  out  a  form  for   a  demo,  which  means  that  they've  figured  out  their  problem,  they've  figured  out  their   solu,on,  and  they're  actually  looking  at  my  company  as  the  provider  of  that  solu,on.   They  wouldn't  be  trying  to  get  up  close  and  personal  with  my  brand  unless  they  were   considering  us  as  the  solu,on  to  their  problem.  

 

It's  just  that  really  basic  sen,ment  analysis  to  say,  "What  do  we  know  about  this  person   based  on  how  they've  interacted  with  us  beforehand?"  Then  nurturing  marries  that  so   you  can  have  a  conversa,on  with  people  based  on  what  you  know.  I  know  I  went  on  a   liVle  rant  there,  but  that's  the  way  I  think  about  it,  at  least.  

Bob:  

Yeah,  and  I  know  how  passionate  you  are,  and  HubSpot  in  general  is  about  this,   because  without  this  there's  such  a  missed  opportunity  to  speak  to  people  in  the   language  that  they  are  listening  to,  that  they  can  hear.  We'll  talk  about  this  idea  that   you  have  over  there  called  progressive  profiling  in  a  couple  of  minutes,  but  that  plays  a   big  role  in  the  success  that  your  customers  are  having  and  the  way  that  you're  looking   at  marke,ng.  It's  not  just  a  one-­‐size-­‐fits-­‐all  type  of  approach.  

Isaac:  

Yeah,  I  think  you  nailed  it.  What's  nice  about  the  way  that  all  this  fits  together  is  it  gets   us  a  liVle  closer  to  that  marke,ng  holy  grail,  which  is  that  segment  of  one.  Based  on   this  informa,on,  it  ends  up  looking  a  liVle  bit  more  like  a  conversa,on.  You  wouldn't   walk  into  a  store,  get  on  the  plaaorm,  or  if  someone  tried  to  have  a  conversa,on  with   you  in  the  store,  say,  "Hold  on  for  one  second,  I'm  going  to  try  and  get  four  or  five  more   people  to  listen  to  what  I  have  to  say  so  it's  worth  my  ,me."  Right?  

Bob:  

Right.  

Isaac:  

Get  up  on  your  soapbox  and  be,  "Hear  ye,  hear  ye."  No,  you  want  to  have  that   conversa,on  and  make  that  person  feel  heard  and  understood.  

Bob:  

One  of  the  core  philosophies  we  have  at  LeadPages®  as  part  of  this  course  is  that   marke,ng  automa,on  really  is  an  aVempt  to  emulate  a  one-­‐on-­‐one  conversa,on  as   much  as  possible.  For  somebody  who's  totally  new  to  marke,ng  automa,on  and  lead   nurturing,  but  they're  not  new  to  business.  They  know  most  of  the  concepts  of   marke,ng  in  general,  but  they're  new  to  marke,ng  automa,on.  What  would  you  say   are  the  first  two  or  three  processes  that  they  can  automate  and  do  so  effec,vely?  

Isaac:  

Such  a  great  ques,on,  because  we  don't  have  to  reinvent  the  wheel.  You've  been  doing   business,  so  you  know  how  that  works  and  you  have  things  that  exist  right  now,   whether  they're  offline,  like  a  trade  show  or  an  event,  that's  perfect  for  lead  nurturing.   Just  import  the  list  of  people  that  aVended  your  event,  and  start  to  communicate  with   them  that  way,  or  that  they  registered  online.  

 

You  can  build  a  work  flow  that  says,  "Hey,  this  event's  coming  up  in  three  days.  Here's   how  you  prepare.  The  event's  tomorrow.  Hope  you  had  a  good  ,me  at  your  event.   Here's  the  recording.”    

 

That's  a  perfect  lead  nurturing  flow,  and  an  example  of  taking  something  that  you're   already  doing  and  making  your  life  a  liVle  bit  easier  by  nurturing  it,  but  also  pueng  all  

 

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the  stuff  in  one  place  so  you  can  do  some  repor,ng.  If  you  already  have  a  web  site,  and   you  have  a  "contact  us"  form,  hey,  that  counts  as  marke,ng  automa,on  too,  to  send   that  person  an  e-­‐mail  that  says,  "Hey,  thanks.  Here's  what  you  put  in  this  form,  and   we're  going  to  get  back  to  you  in  24  hours."    

I  think  just  doing  a  quick  survey  of  the  way  that  your  business  talks  to  people  right  now,   your  head'll  explode  when  you  start  thinking  about  all  the  different  ways  where  your   life  might  be  a  liVle  bit  easier  if  you  had  some  sort  of  system  to  talk  to  them.  

Bob:  

Yeah,  and  how  much  ,me  did  that  save?  How  much  of  a  capital  cost  can  that  save   when  you  put  those  pieces  in  in  the  right  places?  

Isaac:  

Totally.  

Bob:  

How  about  for  a  business  that's  a  liVle  bit  further  along?  They've  been  doing  some   automa,on,  they've  been  doing  some  lead  nurturing,  and  they  got  those  basics  locked   in.  What's  another  process  that  business  owners  oben  forget  that  they  can  do  or  just   aren't  aware  that  they  can  automate,  that  drive  significant  results  in  their  marke,ng?  

Isaac:  

Yeah,  as  you  get  a  liVle  bit  more  advanced  I  think  you  want  to  start  breaking  it  out  in   two  ways,  which  is  that  lead  nurturing,  how  we're  really  moving  people  through  that   path  to  purchase,  and  then  the  second  op,on  would  be  the  actual  business  process   automa,on.  

 

To  give  you  a  really  simple  example,  let's  say  that  somebody  fills  out  a  request  for  a  free   consulta,on.  You  could  actually  combine  those  into  one  automa,on  task,  where  you   would  have  internal  no,fica,on,  external  no,fica,on,  you're  upda,ng  your  contact   database.  It  might  look  a  liVle  something  like  this.  

 

Somebody  fills  out  a  request  for  a  free  consulta,on,  and  you  have  an  e-­‐mail  that  goes   out  to  them  that  says,  "Hey,  thanks  for  signing  up  for  a  free  consulta,on.  Here's  the   things  that  we'd  love  to  know  from  you  that'll  help  us  have  a  successful  call.  Here's  how   you  can  best  prepare."  A  bunch  of  stuff,  and  you  can  actually  nurture  these  people,   maybe  even  have  them  pick  a  ,me.  Real  easy  to  start  a  conversa,on  with  them.  

 

On  the  back  end,  what  you  could  be  doing  is  no,fying  the  sales  rep.  Say,  "Hey,  you  just   had  a  request  for  a  free  consulta,on.  Here's  the  informa,on  about  these  folks."  You   could  set  up  a  new  opportunity  in  other  sobware  that  you're  using.  You  can  set  up   integra,ons  to  have  that  stuff  talk  to  each  other.  You  can  change  the  life  cycle  stage  of   this  person  and  say,  "They're  not  just  a  lead  anymore.  They're  a  marke,ng-­‐qualified   lead.  They've  moved  through  that  path  to  purchase  and  we  want  to  make  sure  our   database  recognizes  that."  

 

For  people  who  are  more  advanced,  I  think  it's  star,ng  to  marry  both  the  lead  nurturing   component  with  all  of  the  opera,onal  stuff  that  you  need  to  do  to  be  successful  and  to   help  your  team  go  faster.  

Bob:  

You  men,oned  a  few  different  trigger  points  along  the  way  of  the  customer's  journey   here.  I'd  love  to  dive  in  a  liVle  bit  more  about  those  ideas  of  trigger  points.  What  are   some  key  trigger  points  in  an  automa,on  system  that  you  see  over  at  HubSpot  amongst   your  customers,  maybe  even  in  your  business,  that  have  the  biggest  gains?  What  are   those  inflec,on  points  that  say  to  people,  "Yep,  they're  ready  to  go"?  

 

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Isaac:  

The  first  one  that's  a  no-­‐brainer  is  offers.  It's  landing  pages,  right?  We  talked  about  that   a  liVle  bit  beforehand.  So  much  of  your  business  is  based  on  that.  That's  a  reason  that   HubSpot  and  LeadPages®  have  that  integra,on,  is  because  we  recognize  that  the   offers  that  you  put  up  give  value  to  people,  and  that  they  are  raising  their  hand  and   saying,  "I  would  like  to  learn  more  about  that.  I  am  interested  in  what  you're  offering."  

 

Any  ,me  that  somebody  does  something  explicit,  like  filling  out  a  form  or  subscribing  or   interac,ng  in  a  really  explicit  way,  is  going  to  be  the  best  thing  that  you  can  use  to  start   a  conversa,on  with  someone.  If  you  have  a  central  database  that's  pulling  in  other   informa,on  like  how  they've  interacted  on  social  media  or  specific  pages,  so  if  someone   views  your  pricing  page  or  a  product  demo  page,  those  are  also  really  great  ways  to   start  conversa,ons  with  people.  

 

You  could  send  them  a  product  video  or  you  could  send  them  a  breakdown  of  your   different  pricing  packages  based  on  what  they  viewed.  I  think  the  really  simple  way  is   explicit  is  great,  but  we  don't  want  to  neglect  implicit  too.  

Bob:  

That  brings  me  to  what  I  think  will  be,  I  hope,  my  favorite  ques,on  of  this  interview,   because  we  can  start  to  really  geek  out  on  some  of  the  cool  things  that  you  do  at   HubSpot  specifically.  You  had  this  conversa,on  around  LeadPages®  around  the   concept  of  marke,ng  funnels  and  sales  campaigns  and  so  forth,  and  the  general   concept  that  most  people  have  is  that  there's  this  straight  path.  There's  this  linear   pathway  from,  "I  don't  know  anything  about  you,"  to  "Now  I  know  about  you,"  to  "Now  I   know  more  about  you,"  to  "Now  I  become  a  customer."  

 

The  reality  is  that  most  marke,ng  campaigns  just  aren't  like  that.  They're  more  like   pinball  machines  or  some  other  type  of  ...  A  random  assortment  of  things.  You've   developed  at  HubSpot  something  called  progressive  profiling,  and  I'd  love  to  know   more  about  that,  and  this  idea  of  if-­‐else  logic  that  drives  automa,on  seems  to  be  at  the   core  of  what  you  guys  do.  

Isaac:  

Love  that  you  brought  this  up,  because  what  I  think  is  behind  this  is  a  switch  from  a   marketer-­‐centered  view  to  nurturing  to  a  prospect  view  of  nurturing,  which  is  that  as   much  as  we'd  like  to  build  these  laboratories  where  we  can  shuffle  people  through  and   basically  manipulate  them  into  our  choose-­‐your-­‐own-­‐adventure  story,  that's  not  really   the  way  it  works.  

 

Again,  we're  not  reinven,ng  the  wheel  here,  but  when  you  go  to  buy  a  couch,  you   might  go  to  a  couple  different  places,  you  might  poke  around,  your  friend  might   men,on  something  that  was  good,  you  might  have  sat  on  it  at  their  house,  you  might   have  seen  it  in  a  magazine.  There  are  so  many  different  ways  that  you  can  capture  that   informa,on.  To  assume  that  people  go  about  doing  that  in  the  way  that  you  want,  and   then  even  one  step  beyond  that,  that  everybody  buys  a  couch  in  the  same  way,  ends   up  being  crazy.  We  wouldn't  expect  that  offline,  so  I  don't  think  we  should  expect  it   online  either.  

 

The  way  that  if-­‐else  logic  works  is  that  it  allows  you  to  set  up  these  checkpoints  in  your   nurturing,  and  say,  "Hey,  before  we  send  anyone  anymore  e-­‐mails,  we  should  probably   check  in  to  see  what's  going  on  here.  Are  they  a  customer  now?  We  probably  don't   need  to  keep  sending  them  this."  Or,  "Have  they  signed  up  for  a  demo?  It's  not   necessarily  right  for  us  to  con,nue  to  send  them  white  papers,  because  they're  past   that  stage.  They're  not  here  to  learn  about  the  problem  anymore,  they  want  to  hear  

 

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what  our  product  and  service  can  do."  What  I  like  about  if-­‐else  nurturing,  and  even   having  your  different  workflows  talk  to  each  other,  is  that  it's  really  compassionate   towards  how  people  make  these  purchase  decisions.   Bob:  

This  idea  of  progressive  profiling,  can  you  dig  a  liVle  deeper  into  that,  just  from  the   terminology  standpoint,  so  people  can  understand  what's  the  best  prac,ce,  I  guess,   around  that  concept?  

Isaac:  

Progressive  profiling,  at  least  within  HubSpot,  refers  to  the  forms  that  we  have.  The  first   ,me  that  someone  fills  out  a  form,  they  might  give  you  first  name,  last  name,  and  e-­‐mail   address.  I  think  that's  understandable.  We  don't  want  to  overwhelm  people.  We  want   to  get  informa,on  from  them  that's  appropriate  for  the  amount  of  value  that  we're   given.  As  we  build  this  rela,onship  with  folks,  and  as  we  gather  more  informa,on  from   them,  hopefully  we  set  the  precedent  that  if  you  tell  us  the  right  stuff,  we  can  build  a   beVer  experience  for  you  and  we  can  be  more  helpful  to  you.  

 

The  way  the  progressive  profiling  works  is  once  somebody's  filled  out  a  form,  gives  you   certain  informa,on  like  first  name,  last  name,  we  don't  think  it  necessarily  makes  sense   to  keep  asking  them  that  on  every  form.  Progressive  profiling  allows  you  to  start   swapping  out  the  informa,on  that  you  ask  people  automa,cally.  First  name  ...  If   someone  filled  it  out  the  first  ,me,  the  next  ,me  they  go  to  fill  it  out,  that  field  might   say,  "Biggest  marke,ng  challenge."  

 

Your  forms  don't  expand  from  five  to  ten  to  thirteen  fields  as  you  want  to  learn  more.   It's  always  going  to  stay  at  five  fields  and  what  progressive  profiling  allows  you  to  do  is   to  gather  more  informa,on  from  folks  so  that  you  can  help  them,  so  that  you  can   educate  them  in  a  liVle  bit  more  of  a  seamless  way  than  having  this  bloat  on  your  forms   and  expec,ng  people  to  fill  out  informa,on  that  ...  No  one  wants  to  fill  out  a  20-­‐ ques,on  form.  

Bob:  

Yeah.  I  think  that's  just  such  a  cri,cal  element  of  more  complex,  more  powerful   marke,ng  automa,on,  where  you  do  have  that  extra  informa,on.  You're  not  asking  for   all  of  it  at  one  ,me.  You're  able  to  keep  on  adding  to  this  contact  record  and  have  an   ability  to  speak  to  people  in  combina,on  with  that  if-­‐else  logic  that  you  have,  and   making  sure  that  you're  delivering  the  things  that  are  going  to  maVer  to  that  person   and  not  miss  the  mark.  

Isaac:  

Sure.  You  can  speak  to  that  at  LeadPages®,  how  important  ...  Nurturing  really  starts  on   the  landing  page.  It's  like,  "Am  I  asking  the  right  informa,on  that  I  can  start  a  good   conversa,on  with  that?"  I  know  you  folks  probably  have  a  whole  philosophy  on  when   do  you  ask  these  ques,ons,  what's  appropriate  to  put  on  a  form?  I  think  that's  really   where  nurturing  starts,  is  "Do  I  have  enough  and  have  I  asked  the  right  ques,ons  on   these  forms  to  actually  have  a  valuable  conversa,on  with  these  folks?"  

Bob:  

Yeah,  there's  always  this  perfect  balancing  act  of  conversion  rate  based  on  fields  and   then  quality  of  lead  based  on  enough  informa,on,  right?  

Isaac:  

Right.  

Bob:  

We're  always  dancing  with  that  quite  a  bit.  We  talked  a  liVle  bit  about  what's  important   to  know  about  marke,ng  automa,on  and  lead  nurturing  today.  One  of  the  things  I  am   really  excited  about  asking  all  of  our  experts  on  these  bonus  training  modules  about  is   what's  next?  What's  the  future  of  automa,on  look  like?  What  do  you  see,  Isaac,  for  a  

 

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year  or  two  down  the  road  in  this  space  that's  not  available  today  within  marke,ng   automa,on,  lead  nurturing,  et  cetera?   Isaac:  

It's  a  tough  one.  I  think  really  taps  into  part  of  the  struggle  of  being  a  marketer  today,   which  is  that  knowledge  in  our  field  and  the  capability  of  this  technology  just  moves   lightning  quick.  It's  tough  to  stay  abreast  of  that  and  I  think  that's  why  it's  so  important   that  we  have  these  educa,on  modules  and  that  we're  helping  people  get  a  grip  on   what's  going  on.  

 

I  think  when  I  look  a  year  or  two  ahead,  it's  not  something  that's  totally  new  and  came   out  of  nowhere.  I  think  that  we're  star,ng  to  build  more  robust  contact  profiles.  By  that,   I  mean  you've  got  this  central  hub.  You  need  someone's  e-­‐mail  address  to  contact   them,  and  that  usually  exists  in  a  database.  More  and  more,  we  recognize  that  people   don't  communicate  with  us  in  a  vacuum.  They  interact  on  social  media  and  we've  got   integra,ons  between  sobware  like  HubSpot  and  LeadPages®,  that  one  plaaorm   doesn't  necessarily  do  it  all.  

 

I  think  in  the  future,  what  we'll  see  is  that  as  people  change  the  way  that  they  use  the   internet  and  they  start  doing  chat  ...  Chat's  huge.  It'll  be  important  to  be  able  to   communicate  with  people  on  mobile  in  a  seamless  way.  If  you  have  an  app,  to  make   sure  that  that  exists  in  your  nurturing,  and  that  if  you're  running  webinars  or  you're   doing  something  offline,  or  you  have  a  physical  store  ...  There  are  all  of  these  different   ways,  and  I  think  what  we'll  see  in  one  to  two  years  is  even  ,ghter  integra,on.  

 

A  beVer  way  to  use  that  informa,on,  so  that  maybe  the  marketer  isn't  even  having  to   build  the  segments  himself,  that  the  sobware  will  build  segments  for  her.  You  don't   have  to  do  that.  I  think  to  wrap  that  up,  I  think  we're  going  to  see  beVer  data  tracking.  I   think  we're  going  to  see  it  exist  in  one  place,  and  make  it  easier  for  the  marketer  to  pull   that  all  into  one  place.  Then  I  think  we'll  start  to  see  the  sobware  start  to  do  some   prescrip,ve  stuff  for  people,  to  make  having  that  conversa,on  even  easier,  even  more   fluid,  even  more  human.  

Bob:  

I  love  it.  I  love  it.  It's  all  about  fric,on,  right?  Reducing  fric,on,  reducing  the  difficulty   that  a  business  owner  has  to  match  their  message  with  the  right  audience  member.  It's   incredible.  I  hope  that  that  comes  true  sooner  than  later.  I  know  that  we're  pioneering   some  things  here  and  you  are  as  well,  and  I  love  that  we  get  to  collaborate  on  that   moving  forward.  

 

My  final  ques,on  today  is  HubSpot  has  put  inbound  marke,ng  on  the  map,  and  I'd  love   to  have  our  audience  know  a  liVle  bit  more  about  how  they  can  discover  more  about   inbound  marke,ng  and  become  experts  in  this  area.  

Isaac:  

I  work  on  HubSpot  Academy,  and  our  en,re  mission,  our  en,re  team,  is  focused  on   helping  marketers  understand  this  landscape,  sales  reps  understand  this  landscape,  and   get  a  beVer  understanding  of  these  key  principles  of  doing  business  online  and  not  just   online,  doing  business  in  the  21st  century  to  align  with  the  way  that  people  shop  and   buy.  

 

We  have  a  number  of  resources  to  do  that,  but  I  think  our  cornerstone  one  and  the  one   that's  available  for  everyone  is  the  inbound  cer,fica,on.  This  is  just  one  course  that   you  can  go  through  in  your  own  ,me  that's  got  a  great  cer,ficate  at  the  end  that  has   helped  people  get  jobs  and  helped  them  feel  confident  about  what  they  need  to  be  a  

 

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modern  marketer.  The  reality  is  is  that  there's  this  huge  skills  gap  between  what  you   need  to  know  to  be  effec,ve  in  your  job,  and  what  they  teach  you  in  school  or  what   you  might  have  learned  in  your  last  job.    

What  we've  tried  to  do  is  build  a  resource  that  is  completely  HubSpot  agnos,c,  so  has   nothing  to  do  with  our  sobware  but  is  more  about  how  do  you  aVract  the  right  people   to  your  web  site  and  iden,fy  who's  going  to  be  a  good  long-­‐term  fit  for  your  business?   How  do  you  convert  them  and  show  them  value  so  that  they  are  willing  to  start  a   conversa,on  with  you?  How  do  you  engage  with  them  through  lead  nurturing  and  then   hopefully  turn  them  into  customers,  and  then  delight  them  so  that  they  s,ck  around  for   a  while.  

 

We've  built  this  inbound  cer,fica,on  that  has  video  component  to  it,  it's  got  quizzes,   it's  got  resources  to  help  you  get  a  beVer  understanding  of  what  it  means  to  be  an   inbound  company,  and  then  a  really  nice  cer,fica,on  at  the  end  to  help  let  people   know  that  you've  been  able  to  understand,  synthesize,  and  act  on  that  knowledge.  

Bob:  

I  think  that  is  a  great  resource  for  folks.  We've  set  up  a  link  for  you  to  go  to  check  that   out  at  leadpages.to/inboundhubspot,  all  lowercase.  Again,  leadpages.to/inbound  will  get   you  straight  over  to  the  page  that  Isaac's  talking  about  and  take  a  look  at  that  program.  

 

I  think  a  moment  ago  I  said  that  was  my  last  ques,on.  I  actually  lied.  I  do  have  one   more  ques,on  for  you.  What  is  one  ques,on  I  may  not  have  asked  you  that  you  want   to  make  sure  that  you  get  a  final  word  in  about?  

Isaac:  

The  big  one  is  what's  next?  The  hardest  thing  that  we've  seen  on  Academy  and  that  I'm   sure  you've  seen  as  you've  tried  to  educate  folks,  is  they  sit,  they  say,  "Oh,  wow.  This  is   inspira,onal.  I  learned  a  ton,"  and  bridging  that  gap  to  actually  doing  is  the  thing  that's   really  tricky.  I  think  what  I  would  recommend  and  the  ques,on  that  wasn't  asked  here  is   what's  next?  

 

I  think  the  simplest  thing  that  people  can  do  is  say,  "What  am  I  doing  today  that  I  could   be  doing  a  liVle  bit  smarter?"  That  runs  the  gamut  of  what  we  talked  about.  If  you're  a   more  advanced  business  and  you  want  to  set  up  lead  rou,ng  and  send  different  leads   to  people  in  different  territories,  that  is  a  great  thing  to  look  into.  It's  probably   something  you're  already  doing  today.  It  might  be  "How  can  I  beVer  communicate  with   people  when  I  do  this  trade  show  next  quarter?"  

 

Then,  like  you  said,  there  are  folks  who  aren't  new  to  business  but  maybe  they're  new   to  inbound.  People  get  very  afraid  and  they  say,  "Oh,  man.  Bob  and  Isaac  just  talked   about  that  a  ton,  and  I  heard  about  landing  pages  and  I  heard  about  nurturing  and  I   heard  about  e-­‐mail  and  I  heard  about  content,"  and  they  can  quickly  just  become  really   overwhelming.  I  think  that  people  need  to  remember  that  it's  a  journey  and  that  you   start  looking  at  this  and  you  say,  "Hey,  what  am  I  doing  today  that  I  could  do  a  liVle  bit   more  smarter,  a  liVle  bit  more  human?"  

 

Then  you  go  from  there,  and  that's  how  you  understand  how  this  all  fits  together,  that   it's  really  easy  to  get  paralyzed  by  it  but  that  it  doesn't  happen  overnight.  

Bob:  

Isaac,  thank  you  so  much  for  that  great  wisdom  and  for  all  your  specific  answer  through   our  conversa,on  today.  I  really  appreciate  it,  and  I  look  forward  to  seeing  what  comes   out  next  for  you,  too.  

 

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Isaac:  

Without  a  doubt,  Bob.  Thanks  so  much  for  having  me.  You  can  tell  I  love  to  talk  about   this,  so  great  plaaorm  to  hear  how  you  folks  think  about  it  and  be  able  to  share  what  I   think  about  all  day.  

Bob:  

Thanks  so  much,  Isaac.  

 

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