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User Tagging, Triggers, and Automated Lead Scoring

From interest to advocate, understanding your customers and building systems to automatically move them through your funnel is a method that can greatly increase sales. In one of our favorite guides, the Marketing Playbook by Myk Pono, you can see a full explanation of how to use these tools.

User tagging, triggers, and automated lead scoring constitute a framework for SaaS businesses aiming to optimize their customer journey from interest to conversion. A study by MarketingSherpa shows that companies that utilize lead scoring see a 77% increase in lead generation ROI compared to those that do not, highlighting the tangible impact of a well-executed lead scoring strategy.

At their core, user tagging, triggers, and automated lead scoring classify website or application visitors according to their interests and actions, determining whether they are marketing— or sales-qualified leads.

Additionally, automated emails can significantly impact user behavior and result in a 152% higher click-through rate than traditional email campaigns, indicating the growing importance of automation.

Furthermore, automated communications can also nudge potential customers down the sales funnel, which is particularly important for companies focused on product-led growth and understanding user behavior for scaling. Therefore, seeking help from specialized private equity consulting services like JHMG is helpful.

JHMG’s Approach to User Tagging, Triggers, and Automated Lead Scoring

 

JHMG recognizes the importance of accurate user identification and targeted engagement in accelerating conversion. Our consulting services in this space involve meticulously setting up lead-scoring criteria and selecting triggers that activate the desired actions.

Leveraging industry-standard tools, such as Baremetrics, KISSmetrics, Pendo, and WalkMe, we ensure a robust framework for monitoring user activities and crafting bespoke tagging strategies.

Our expertise extends to integrating these systems with third party tools, ensuring a seamless integration into our clients’ SaaS platforms and allowing for more comprehensive insights.

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Deliverables for User Tagging, Trigger Implementation, and Lead Scoring

Implementation of User Tagging

This involves setting up a system within a client’s website or application that categorizes users based on their actions. It’s a way to understand user behavior more intricately.

Development of Triggers

We craft specific events or actions (triggers) that prompt predefined automated responses when enacted by the user. These responses include sending targeted emails or notifications to nudge the user further along the sales funnel.

Automated Lead Scoring System

We design and implement a lead scoring model that qualifies leads as either marketing or sales-ready. This system assigns scores to leads based on their interactions with the website or application, helping businesses prioritize their outreach efforts.

Strategic Automated Emails

We set up automated email campaigns activated by specific user behaviors or milestones to advance users through the sales funnel.

Integration with Third-Party Systems

We also leverage and integrate with external tools and systems like Barometrics, KISSmetrics, Pendo, and WalkMe. These tools are utilized for deeper analytics, user behavior tracking, and enhancing the overall effectiveness of tagging and scoring strategies.

Customization and Personalization

We tailor the entire process to the specific needs of the client’s business, including developing unique lead-scoring criteria and triggers that align with the client’s goals and the specifics of their user base.

Training and Support

Guidance and training on managing and optimizing user tagging, triggers, and automated lead scoring systems. This also includes ongoing support for adjustments and improvements.

These deliverables provide a comprehensive solution for SaaS businesses looking to enhance user engagement, lead qualification, and conversion rates.

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