EIT InnoEnergy provide a marketplace of innovative and sustainable energy solutions to help companies reach their net zero goals and speed up the energy transition. The company needed a funnel strategy so they could generate, nurture and convert more qualified online leads for their solutions. They also needed to set up the funnel in HubSpot and automate their processes.
We started by mapping the customer journey for the buyer personas and by creating a step-by-step visualisation of the touchpoints and content that are key in attracting, engaging and retaining EIT InnoEnergy’s audience across channels. We then set up the resulting processes in HubSpot (automated nurturing and sales email workflows; lifecycle stage definition and workflows; lead scoring etc) to effectively drive leads down the funnel. We also set up an analytics dashboard to track the funnel results, including conversion rates from one stage to another and multi-touch revenue attribution reports.
EIT InnoEnergy now has a clear, well-functioning customer journey for its sustainable energy innovations as well as a set of strategic content ideas and actions that address the needs of the personas and help position the company as a thought leader in its field. The sales funnel strategy and HubSpot processes help attract the right leads and consistently nurture them with tailored content so that sales reps can receive an increasing number of truly qualified leads. In addition, lead scoring helps sales reps prioritise their leads based on sales readiness.
Client
Azkua
Project
Customer journey & website wireframes
Marketing palette
Persona definition
Customer journey
Website wireframes
Need
Azkua provides coaching programmes and workshops that support professional, purpose-driven women in unleashing their leadership potential and finding more meaning in their jobs. The company needed to optimise their marketing efforts so they could generate, nurture and convert more qualified leads for their programmes. In addition to needing a CRM and marketing automation system, they also needed a strategy and plan for driving effective engagement and conversions.
Solution
In order to ensure that Azkua could attract the right leads, engage them and convert them successfully, a customer journey was needed. We started by refining their persona profiles and then organised a series of workshops to brainstorm the content needed to address the goals and challenges of the personas at each stage of the customer journey. Based on the workshops, I helped map and sequence the actions needed to attract, engage and retain the audience across Azkua’s key channels. We then zoomed in on the website part of the customer journey and I helped build wireframes for the pages that would be key for marketing and sales.
Results
Azkua now has a clear customer journey and content plan to build a funnel that attracts qualified leads, nurtures them with tailored content and converts them into long-term customers. The workshops generated strategic content ideas and actions that empathically address the needs of the personas and can help Azkua consistently position itself as a thought leader in its field. The website wireframes ensured that the website structure and content flow are in line with Azkua’s business goals and meet the needs of potential customers wherever they are in the customer journey.
Client
EIT InnoEnergy
Project
Marketing-sales bridge in HubSpot
Marketing palette
HubSpot marketing and sales consultancy
Marketing-sales bridge
Marketing funnel optimisation
Website and HubSpot integration
Marketing and sales reporting in HubSpot
Need
EIT InnoEnergy works as an engine for innovation and entrepreneurship in sustainable energy in Europe. The company had recently acquired the HubSpot marketing and sales software and needed support in maximising its use. More specifically, it needed to: build a strong bridge between marketing and sales in HubSpot in order to ensure an optimum customer journey; effectively integrate the system with the website in order to boost lead generation; and track results more easily.
Solution
To ensure that HubSpot is effectively used in strengthening the company’s bridge between marketing and sales, I helped define the funnel stages in the system and built automated workflows that underpin the journey from lead generation to qualification for sales and customer conversion. I also streamlined the company’s website forms for an effective data flow into the CRM and helped translate the sales reporting and financial forecasting previously done in Excel into real-time dashboards in HubSpot. In addition, I provided training and best practices on how to keep using HubSpot for marketing and sales alignment.
Results
EIT InnoEnergy now has a more solid bridge between marketing and sales, ensuring that sales reps only receive qualified leads and can invest their time more efficiently. The clearly defined funnel stages together with the automated workflows allow for a smoother customer journey and help drive conversions in an efficient manner. The new dashboards save time on reporting and deliver real-time insights for strategic decision-making.
Client
Akvo
Project
A to Z HubSpot marketing & sales implementation
Marketing palette
Marketing-sales bridge
Marketing funnel optimisation
Marketing automations
Website and HubSpot integration
Database management
Marketing and sales reporting in HubSpot
1700+
New online leads
27%+
Email campaigns open rate
2mln+ euro
Sales from online leads
Need
Akvo helps governments and non-governmental organisations unlock the power of data for sustainable change. The company needed a system that would underpin its marketing and business development strategy and support the bridge between the two. It also needed to streamline its CRM, develop targeted campaigns, build a funnel that effectively converts leads into customers, and improve its reporting.
Solution
After researching a range of systems, I supported Akvo in acquiring HubSpot Marketing and Sales Professional as the ideal choice for the organisation’s business model. I then managed the implementation of the system across Akvo’s seven offices around the world: from aligning the system’s processes with Akvo’s strategy, migrating all data into a cohesive set-up and integrating Akvo’s website and blog with HubSpot, to building the organisation’s funnel, creating automated workflows that bridge marketing and sales, and developing reporting dashboards. I also provided training for the Akvo staff to maximise the use of HubSpot.
Results
Akvo can now better understand and easily optimise its customer journey from the awareness stage to customer conversion and retention. Because all data and processes are centralised and automations are in place, the organisation can now save a great amount of time on managing its marketing and sales. It can also produce powerful campaigns by easily slicing and dicing its database for optimum segmentation, and can make strategic decisions and reliable predictions based on real-time data. In less than two years, Akvo generated 1,700+ qualified online leads and over €2mln in sales from online leads.
Client
EIT InnoEnergy Professional Learning
Project
Marketing processes, automations & campaigns
Marketing palette
Marketing funnel
Marketing and sales bridge
HubSpot consultancy and implementation
Online content
Email marketing
Need
EIT InnoEnergy Professional Learning offers online and blended courses for professionals and bespoke learning solutions for companies in the energy space. The company needed to improve its marketing processes in order to boost lead generation and sales. As it had just acquired the HubSpot marketing and sales software, the company also needed support in implementing the system and ensuring an effective data flow from its learning management platform into the HubSpot CRM.
Solution
I helped the company build its marketing funnel and optimise the customer journey with the use of the HubSpot marketing and sales software. I managed the integration between the learning platform and HubSpot, advised on lead scoring and developed automated workflows that guarantee a smooth process from lead generation to nurturing and customer conversion. I also made sure that lead and customer data is automatically migrated and segmented in HubSpot to allow for tailored marketing and (repeat) sales campaigns. Plus, in order to ensure an optimum use of the system and a working funnel, I provided training for the marketing and sales teams.
Results
EIT InnoEnergy Professional Learning now has a solid marketing funnel and a strong bridge between marketing and sales, allowing for sales reps to only receive qualified leads and invest their time more efficiently. The HubSpot processes ensure a smooth customer journey and help drive conversions in an efficient manner. The email campaigns have generated open rates consistently higher than the education and training industry average.
Client
Akvo
Project
Marketing & content strategy
Marketing palette
Marketing strategy
Personas and key messages
Customer journey
Content strategy
Website revamp
Online campaigns
1700+
New online leads
27%+
Email campaigns open rate
2mln+ euro
Sales from online leads
Need
Akvo helps governments and non-governmental organisations unlock the power of data for sustainable change. The company needed to generate more qualified leads, boost business development and kick-start more projects in key sectors. In order to achieve this, Akvo needed a more strategic approach to marketing and a stronger alignment between marketing and sales.
Solution
I developed a marketing strategy primarily focused on inbound marketing principles. This included defining Akvo’s buyer personas, developing marketing messages, optimising its customer journey and supporting a full website revamp. I also implemented the HubSpot system to bridge marketing and sales. In addition, I laid the foundation for Akvo’s Data Journey blog and put together a content strategy that addresses the goals and challenges identified during the persona research phase and is key in lead generation and nurturing campaigns.
Results
In less than two years, the new practices resulted in 1,700+ qualified online leads and over €2mln in sales from online leads. In addition, Akvo now has a more strategic and structured approach to marketing, a clear understanding of its customers’ journey and a value proposition that better resonates with its customers’ needs and goals.