Customer Lifecycle Stages & Email Campaigns

Each time you reach out to your contacts, you are able to turn their attention to you and your business. This isn’t to be taken lightly because you are taking their limited time and attention off important things in their life — their friends and family, work, and recreation.

To show respect for your contact’s time, each message needs to be as relevant, important, and valuable as possible.
But, what is important, relevant, and valuable changes as a contact goes through the stages of the customer lifecycle.
Their interests and priorities shift dramatically as they move from curious prospects to repeat-purchase evangelists. What is appropriate and helpful for one stage, might be completely irrelevant and unwelcome for another stage.
The shift toward marketing automation has made perfectly-timed emails possible:

Here’s a look at lead scoring within ActiveCampaign.

What may be less clear, is what email messages you should be sending at each stage to shorten your sales cycle and create satisfied repeat customers who spread the word about your company.
What follows are suggested email messages you could send during each stage of the customer lifecycle. By creating a segmented follow-up strategy, you can deliver a variety of stage-targeted messages during each phase.

Awareness Stage

This stage is all about inbound lead generation. You want to be sure that you’ve got plenty of high-value opt-in incentives and forms out there to collect contacts as they find you on search engines, social media, and advertising.
Emails to send during the awareness stage:

  1. Welcome email. Welcome emails are opened more than any other type of email, have much higher clickthrough rates, and have proven to increase long-term revenue.
    It’s a quick win for your company — easy to set up and a golden opportunity to get an important message in front of the majority of your contacts.
  2. Follow us on social media. While email is the gold standard, social media gives you another opportunity to increase your contacts awareness and engagement in an unobtrusive way.
  3. Introduce research resources. Make them aware of your blog, your help docs, your white papers and other content repositories you’ve produced. This way you can nudge them into the research stage using your resources.

Research Stage

During this stage, your customers are learning about their problem and the variety of solutions available. They are educating themselves and deciding on the route they will take to address their needs.
This is the stage that makes content marketing work so well.
As consumers in the information age, we’ve learned that educating ourselves is critical to making a wise buying decision. We have a near limitless amount of information at our fingertips and it’s changed how we shop.
We can:

  • Learn from others experiences
  • Discover solutions we’d have never considered
  • Research nearly everything about a company before deciding to purchase from them.

Researching prospects are still early in the customer lifecycle, but they are forming opinions and impressions of different companies as they consume information.
If you can position yourself as a trusted source you can provide value, build the relationship, and position your company as a thought leader.
During the research stage, there is a golden opportunity to generate opt-in leads. The educational content you are pushing out through various channels should attract plenty of visitors.

Wrike offers educational value like this ebook to attract leads.

Once you’ve got their attention, you can offer them something of higher-value to incentivize them to opt-in.
Emails to send during the research stage:

    1. “What are you interested in?” Early on in the research phase, find a way to identify or, at least, narrow down your contact’s interest. If you can nail that down, you can deliver much more targeted messages and more relevant content.
      One way to do this is to offer a variety of content in a single email and then use link tracking to see which content they chose to view. At this stage, you probably can’t deliver too much content (assuming it is high-quality, targeted content).
    2. Content in various formats. Webinars, white papers, instructional videos, white papers, ebooks, and slide decks… there is no shortage of ways to publish content these days.
      All these formats exist because people have different preferences for how they choose to consume information. Don’t unnecessarily limit your content to a couple of formats when you’ll isolate your content from certain groups of contacts.
    3. Content that explains their problem. By describing exactly what the customer is going through, you convey that you understand them and where they are at. This empathetic message serves as the foundation for future content.
      If a contact feels that you “get it” they’ll be more likely to pay attention. It’s the difference between getting advice from someone you trust has “been there and done that” versus someone who just likes to give people their opinion.

An ActiveCampaign blog headline that offers a solution.

  1. Content that gives tactical advice and actionable insights. When we are researching a problem, we are generally looking for a solution and not just reading for fun. The best kind of content is usually something we can learn from and use.
    Fluff pieces won’t help anyone but if you can deliver solid, usable advice your contacts will appreciate hearing from you… and that’s exactly what you want so that when you start marketing more aggressively, they are receptive.
  2. Content that points to your solution and explains why it’s the best solution. In the late stages of the research stage, you’ll want to begin working some marketing messages into your content.
    You don’t want that to be the focus of the content, because that will turn them off, but they are naturally moving toward comparison so you want to begin educating them on the advantages of your company and solution.

Comparison Stage

By this stage, your contacts feel educated on their problem and the available solutions. They are moving quickly toward a buying decision — they just need to pick between you and your competitors.
This is when you want to give personal attention to leads – make sure that they have the resources they need to make a fair comparison.

(Source: Email Tool Tester)
Ideally, you’d like to influence the conversation that is taking place in their mind as they look at you and look at everyone else. You can do quite a bit to ensure this comparison is a favorable one.
In the research stage, you were sending helpful information to build trust and establish your company as an authority worth listening to.
At this next stage, you will want to turn up the heat by delivering content that is more marketing oriented. You’ll want to make sure your contact knows what makes your solution unique, why it’s a good value, and point out why it might be a better solution for them than other options.
If your company has a sales team, you’d want to aggressively pursue getting a meeting with them so that you can speak one-on-one about their goals and concerns and point out how your solutions can help.
These emails can be triggered by lead score assuming you’ve designed your lead scoring system to look for indications of comparison shopping.
Emails to send during the comparison stage:

  1. “Have time to talk?” A short invitation to set up a time to talk is a proven method of moving the relationship to the next level.
    While marketing automation can identify interests, there’s nothing like a real-time back and forth to nail down exactly what a leads hopes and fears are surrounding your solution.
  2. “How can I help?” If they aren’t open to one-on-one, they might be open to someone helping them. If you can give them some kind of specific help, the better.
  3. “Here’s a buyer’s guide.” Content that compares solutions gives you an opportunity to put your opinion of the competitive landscape in front of your contacts.
  4. “Here’s what makes us different (and better).” Sometimes you just need to come out and say exactly what you mean.
  5. “Here’s why our solution is perfect for you.” By this point in the relationship, you’ve probably gathered some decent data on your prospect so you can speak to them very personally about what they are looking for and why. You can explain exactly how your solution meets their needs.

Purchase Stage

A purchase is huge. If it were a relationship, you would have proposed and they would have said “yes.” Now, as long as you don’t mess up, you have a good chance of having a lifelong customer. At this point, they trust you so don’t let them down.
After purchase, you should begin a calculated process that ensures they have, not only a great experience of your company but one worth talking about. Make it memorable. Make it beautiful. Make it unique.

Stand out among the crowd.

Differentiate yourself with the experience people have when they become customers. You might make a very, very similar widget to your competitors, but you can provide an entirely different (and better) experience of purchasing that widget.
Help them use your product. Give them resources that ensure they’ll be able to successfully solve their problem with your solution.
Emails to send during the purchase stage:

  1. “Thank you and welcome.” Welcoming a new customer gives you an opportunity to get an important message in front of them. A sincere expression of what it means to you that they trusted you with a purchase is a great way to start a new company-provider relationship.
  2. “Everything okay?” Check in with your new customer so you can be sure that everything is going okay so far. If it’s not, you can proactively address their concern.