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MarketingMost salespeople face the same persistent challenge: Their prospects lack urgency. There are a number of strategies — both successful and unsuccessful — reps use to overcome this inertia. Often, they end up offering huge discounts with expiration dates. While this technique might result in […]
SalesMost salespeople face the same persistent challenge: Their prospects lack urgency. There are a number of strategies — both successful and unsuccessful — reps use to overcome this inertia. Often, they end up offering huge discounts with expiration dates.
While this technique might result in an initial sale, I advise against it because the company‘s margins and the rep’s commission bonus both take a hit. Once other potential customers learn the business‘s salespeople are willing to discount heavily, it’s difficult to sell at full price. The solution?
Create authentic urgency using an effective urgent email template.
I’m sharing my nine best sales email templates that encourage your prospects to buy sooner rather than later without resorting to discounting or manipulative tactics. Let’s dive in!
Table of Contents
There are many different emails in your sales arsenal, like the professional reminder email, email notifying of an overdue payment/unpaid invoice, etc. Today, we’re going to focus on the most critical part of the lead cycle: getting a lead to buy.
I recommend developing your own personalized email templates (using data like open and click rate) within the free HubSpot Email Builder. Send emails, see which perform best, and then turn those into new templates with just a few clicks. Instead of copying and pasting the email templates over from this article, they’re stored directly in your HubSpot email template library.
Now, let’s dive into those urgent email templates.
Subject line: What [prospect’s competitor] is missing
Hi [prospect name],
I recently got off the phone with someone in [relevant department] at [company in prospect’s space]. [Company] is doing some really interesting things around [business area prospect is interested in].
Would you like to hear how I think [prospect’s company] could apply some of those takeaways?
Best,
[Your name]
Why I think it works: Mentioning the buyer‘s competitor will immediately spark their fear of falling behind. They’ll be eager to learn how they can update their strategy — meaning you‘ll get a response asking when you’re available.
Better yet, include a link to your calendar so they can schedule a meeting right then and there. While you may be eager to hit send before setting up your calendar scheduling link, I know you’ll be relieved by the ease of scheduling calls this way.
This message is also compelling because it establishes your knowledge of the space. You show you‘re not only familiar with the competition, but have valuable information about their game plan as well. Of course, never invent a conversation that didn’t happen. Lying is no way to make a sale.
Subject line: [Prospect’s company] compared to average?
Hey [prospect name],
I‘m impressed by your [campaign for X, recent company announcement about Y, work in Z area]. I’d expect your results to be above the [industry, vertical, market] average.
Would you be interested in discovering exactly where you stand compared to your peers?
Best,
[Your name]
Why I think it works: With your inside view into companies with similar products, missions, locations, audiences, and so on, you’re ideally positioned to extend this offer — and few are more enticing.
It’s win-win-win: If your prospect is hitting it out of the park, she‘ll want to see just how heartily she’s beating the other companies in her space.
If she‘s doing good but not great, the buyer will want to learn her current margin so she can increase it. And if she’s failing, she’ll be curious to know if everyone else is struggling even more than she is.
I like the benchmarking approach because it uses curiosity to generate a response, and it leads with your value.
Subject line: Thoughts on [likely challenge]
Hi [prospect name],
Lately, I‘ve spent some time thinking about [challenge prospect is likely facing]. It’s a big issue for companies like yours — after all, [reason why this pain point is significant].
I don’t have a full-fledged solution yet. However, I do have a couple of ideas that could make a difference. Do you want to hear them?
Best,
[Your name]
Why I think it works: Leading with a relevant pain point tells your prospect that you’re knowledgeable — and just as importantly, empathetic and helpful.
By admitting you don‘t have the perfect answer, you’ll seem genuine rather than salesy. The buyer will feel compelled to reply and learn what you’ve come up with.
Subject line: Taking [X step] at [prospect’s company]
Hey [prospect name],
I saw you haven‘t [updated X strategy, changed over to Y system, added Z policy]. While I don’t want to ring any unnecessary alarm bells, I think you‘re risking your company’s [long-term growth in A, health in specific area B, plans for C].
Here‘s the first thing I’d do: [Actionable suggestion or high-level tip]. If you’d like to hear the next steps, let me know.
Best,
[Your name]
Why I think it works: Bring your prospect‘s inaction front and center. Once you’ve reminded them they still haven’t made any progress, they typically want to correct that as soon as possible.
To make sure the buyer follows up with you — rather than coming up with their own plan — I recommend that you give them a solid tip. They’ll quickly see you as a source of guidance.
Subject line: Biggest takeaway from our call today
Hi [prospect name],
I‘ve included a recap of what we discussed today. One of the most significant insights from our conversation: You’re currently [losing X per month, missing out on Y per week, at a huge risk for X]. The sooner [prospect’s company] [solves this challenge, takes this opportunity], the better.
Main items covered:
I’m looking forward to speaking again on [date and time]. Do you have any questions I can answer in the meantime?
Best,
[Your name]
Why I think it works: This email reinforces the urgency you (hopefully) instilled during the call. Its straightforward, neutral tone conveys confidence and tells your prospect you’re not wasting any time or words.
Start with a polite greeting, keep the tone professional, and make it clear that this email requires prompt attention. They‘ll start taking the matter seriously, if they haven’t already.
Subject line: Timeline for [doing X] by [date]
Hi [prospect name],
Glad we got the chance to discuss [topic] today. [Important event] you mentioned is just X [days, weeks, months] away — if you want to have a strategy for [achieving Y] by then, you’ll need to follow this timeline:
Are you available on [date and time] to talk about [action step #1]?
Thanks,
[Your name]
Why I think it works: Remind your prospect time is of the essence. To hit their goals, they can’t let this deal slip to the bottom of their to-do list.
I’ve found that providing a sample timeline is effective for two reasons. First, it’s a major value-add: Rather than figuring out what they need to do and when, the buyer can follow your plan.
Second, it structures the sales conversation. Your prospect will know what to expect from each stage, which makes them feel more secure.
Subject line: Few more suggestions for [solving X]
Hey [prospect name],
Now that I‘ve had some time to think about our last conversation on [date], I’ve come up with a few more suggestions for [solving X pain point, meeting Y objective, exploring Z opportunity]. You’ll be excited to hear these.
Do you have some time in the next week?
Here’s a link to my calendar so you can book a time that works: [Link].
Cheers,
[Your name]
Why I think it works: This follow-up email template — which isn’t for the faint of heart — lets you take back control of the sales conversation.
First, the offer gives your prospect a great reason to reply. Who doesn’t want free, no-strings-attached ideas for hitting their goals or improving their business?
Telling the buyer they‘ll be “excited to hear” these ideas also shows a lot of confidence, as does linking to your calendar rather than asking if they’re available on a certain date and time. Typically, this self-assurance makes you seem more credible.
Subject line: How [customer] achieved [X results]
Hi [prospect name],
[Prospect‘s job title] at [rep’s company] is always busy doing [X, Y, and Z] — so I assume you’ve got a full plate as well.
But spending some time upfront to put in place a solution for [pain point] will pay off exponentially. [Customer], for example, [saved X hours per week, trimmed Y from their budget, made Z more per month] after using [product].
Are you free on [date and time] to pick up where we left off?
Thanks,
[Your name]
Why I think it works: Guilt-tripping the buyer for their unresponsiveness doesn‘t work — they’ll either feel annoyed or ashamed, neither of which prompts them to reply.
So, use a different approach. Show that you‘re not taking it personally that they haven’t gotten back to you: Based on your relationship with their counterpart at your company, you know they’re slammed.
Then, remind your prospect that they really can’t afford to wait. I’ve found that this one-two punch of empathy and urgency convinces buyers to answer every time.
Subject line: [Prospect‘s name], you’re a special case
Hi [prospect name],
Normally, I stop following up with people if they haven‘t gotten back to me after [X weeks]. I figure they’re not interested, and I don‘t want to waste anyone’s time.
However, my conscience won‘t let me give up so easily with you. Based on our conversations on [date and time] and [date and time], I’m confident you could [solve X pain point, capitalize on Y opportunity] — which will allow you to [get that promotion to X role, increase your team’s output by Y amount, outperform your competitors in Z area].
So before I walk away: Are you sure you’re not interested in [solving X, capitalizing on Y]?
Best,
[Your name]
Yes, it sounds so obvious it doesn’t even need to be said. But then why do I have emails addressed to “Dear [insert name]” sitting in my inbox right now? Even when writing an urgent request, no one should be in a rushed or careless state.
Personalization matters: 82% of sales professionals surveyed in our Sales Trends Report said that connecting with people and building relationships is the most important part of selling.
All of my email templates shared above use brackets — search your email for them using Ctrl + [ or Command + [ to ensure you’ve removed all of the placeholders before hitting send.
Or, use email software with built-in customization, like the free HubSpot Email Builder. You can quickly customize emails with all the details leads expect, like:
Plus much, much more using our built-in AI feature. See it in action here:
Saving time with AI: 81% of sales professionals surveyed in our Sales Trends Report said that AI can help them spend less time on manual tasks, saving up to two hours a day.
This works in both automated email sequences and one-on-one emails. I love how this feature makes it so easy to add more depth to emails. It moves beyond using first names and gives readers the feeling that you really remember them.
Urgency example: You‘re sending a live demo reminder. The name, time, date, time zone, link, etc. must be customized correctly or the upcoming event will be missed, and you’ll lose your chance to sell live to your prospect at the end of the demo.
No one wants to get an email that says “Found your wallet! — Just kidding, but while I have you here…” This is a real example!
Sure, tricks can yield high open rates. It might even trigger an immediate response! But it will rarely be a positive response. A clear subject line wins every time.
Urgency example: Instead of a goofy subject line, let readers know about a time-sensitive matter like a discount code, invitation, or opportunity that’s expiring. Inspire FOMO (the fear of missing out) instead of an eye roll.
Most people skim their inboxes looking for whatever requires immediate attention. If you want readers to respond immediately, then a sense of urgency is required in your subject line and email body. Clear and concise language will yield the best response.
Urgency example: Mention any scarcity factors, such as limited call spots or expiring deals, to get the reader’s attention and inspire a prompt response.
Raise your hand if your eyes glaze over these overused email phrases:
“Hope this email finds you well” is so overused that it was turned into a viral meme during the pandemic:
Now, there‘s nothing wrong or unprofessional about these well-wishes — they’re just overused (to the point that you probably have all of these clichés sitting in your inbox right now).
Urgent follow-up emails need to get the reader’s attention. Thoughtful email copy will help achieve that more than overused filler.
Urgency example: Swap out filler like “looking forward to hearing from you” with a time-sensitive push like “reminder that link expires in 48 hours.”
A reader shouldn’t have to wonder how to take action on your email. Proposition readers with one clear call to action per email.
Again, try touching the reader‘s FOMO when writing your CTAs. What will they miss out on if they don’t act? Consequences are important in urgent emails.
If you want your email to be addressed promptly, consider touching on one of these fears:
Urgency example: You‘re running a time-sensitive promotion. If your CTA doesn’t reflect that, viewers miss out and don’t buy from you.
Sometimes, leads take longer to convert. You might not make a sale with this email sequence, but you can still develop the relationship if you keep the conversation going. Add a question to every email template to achieve this.
If you forget to include a question inside the free HubSpot Email Builder, you’ll get reminder messages like this thanks to the “content suggestions” feature:
Like all sales efforts, monitoring and optimization are key. You can do this manually by gathering data from multiple tools and tracking in a spreadsheet, or you can use email tools with built-in analytics like the free HubSpot Email Builder.
At a glance, you can see open rates and clicks for your email templates:
Then, rather than recreating the most successful emails manually, you can turn them into email templates:
The more emails you send through your HubSpot account, the more data and actionable recommendations you’ll be given:
A data-first approach to your urgent email template will fuel more growth than being guided by guesswork.
Urgency example: You notice that the fourth message in your email campaign is where readers lose interest and stop opening emails, so you add a time-sensitive offer to incentivize opens.
I know that sending an urgent request in a sales email can be difficult — asking for urgent attention is a delicate act in sales. With these free email templates up your sleeve, kindling urgency becomes as simple as pressing “Send.” Customize them to fit your prospects and monitor performance.
I know the impact of ignoring buyer’s journey keywords all too well. Early in my SEO career, I generated two million clicks for an ecommerce store. The client and I were thrilled. The graph on Google Search Console was trending strongly up. The problem? I […]
MarketingI know the impact of ignoring buyer’s journey keywords all too well. Early in my SEO career, I generated two million clicks for an ecommerce store. The client and I were thrilled. The graph on Google Search Console was trending strongly up.
The problem? I couldn’t quantify a single sale from two million visitors. I had no idea how to generate a keyword strategy for buyers.
I learned my lesson the hard way. Now, everything I do in SEO is centered around the buyer and the end goal: a sale. Using buyer journey keywords, I can better quantify the value of my work. I know which landing page converts and which keywords influence sales, and I can quantify the monetary contribution articles had on sales. Keep reading to learn how.
Table of Contents
The buyer’s journey includes the steps a potential buyer will take before they purchase. SEOs who want to serve buyers and sell products or services need to understand the buyer journey to effectively strategize content.
Generally, the buyer journey will have three stages:
Sometimes, it’s represented in a funnel, known as the marketing or conversion funnel. I’ve placed an image of one below. You may also know these stages as:
Understanding buyer’s journey keywords will pivot your SEO strategy from clicks to revenue, which matters for every business. Google is serving more of your potential buyers with AI overviews, which appear in 47% of results. Now, people can just read the AIO without clicking a link. So, SEOs must be tactical to win clicks and conversions.
Each buyer journey stage has a separate need that you need to meet by matching the right keywords to the right stage. Meeting the buyer at different stages on their journey isn’t always about sealing the deal but building relationships.
In the State of Marketing survey, HubSpot found that marketers believe that building connections across the buyer’s journey and developing relationships at scale introduces new operational needs.
The buyer has identified a problem but doesn’t fully understand it or doesn’t know a solution exists. They are seeking general information or education to clarify the issue. This stage is about discovery and research.
This stage of the buyer journey needs helpful, educational content to better understand the problem or opportunity.
Keywords for this buyer journey will be problem-based and question-driven, such as “how to,” “why does,” or “what is.” These terms align with the buyer’s intent to learn and explore their situation without feeling sold to.
Consider that a buyer in the awareness stage is using keywords about a problem. For example, a sales manager might research:
During this stage, content wants to educate the buyer. While this top-of-funnel content might not seem the most impactful for sales, according to Hubspot’s State of Marketing survey, the website and blog are some of the most effective channels for ROI.
The buyer understands the problem and is exploring different approaches or solutions. They are actively researching options and comparing them.
This stage of the buyer journey needs solutions and guidance on which route might be best for them.
Keywords for this buyer journey will be comparison and solution-oriented keywords like “best tools for,” “top strategies,” “[solution] versus [solution]” or “solution to [problem].” These help your content show up when the buyer is evaluating ways to solve their issue.
Let’s stick with the example of a buyer looking for a CRM. In the consideration stage, they will know what their options are, and they might be overwhelmed. They are looking for support and want help weighing up solutions.
The buyer is ready to make a decision and take action. They’ve narrowed down their options and are looking for reassurance, offers, or reasons to choose your product or service.
This stage of the buyer journey needs to reassure the buyer’s confidence in your solution and make conversion easy and tempting.
Keywords for this buyer journey will be targeted, intent-driven keywords like “buy,” “get a quote,” “pricing,” or “[product/service] near me.” These align with transactional searches and indicate the buyer is close to making a purchase.
If looking for a CRM, the buyer is ready to click “Start Free Trial.”
The key things to understand are:
Now you understand the context of the buyer journey, each phase, and some ideas of keywords, I’ll walk you through a step-by-step process of how I do keyword research for each stage of the buyer’s journey.
When doing keyword research, it’s tempting to start from the top with the awareness stage, but I reverse this process and start at the bottom buyer journey stage, conversion. I start with conversion for two main reasons:
Stick with me as I share the complete guide.
I love to record my buyer journey keyword strategy on Google Sheets. For now, you don’t need to do anything fancy.
Simply set up a document and save it somewhere safe. You will use this document to import all your keyword research.
There are many ways to gather bottom-funnel keywords. If you have a strong and well-managed ads account, start there.
To find keywords that convert, follow these steps:
The screenshot above shows a redacted Ads account for one of my clients. It shows the steps you take to find the keywords.
I want to note that not all keywords in the ads account work. The highest-converting keyword is excluded because although it received conversions, it didn’t get sales. The ads manager excluded this keyword, so SEO should likely exclude it, too.
Top tip: Many of the highest-converting keywords will include your brand name. You will be ranking for these anyway, so don’t focus on them. Choose keywords that you need to work on to increase rankings.
SEO tools such as Semrush offer insights into keywords, volumes, and intent. There are many on the market, but my favorite is Semrush, so I’ll demonstrate this stage using Semrush’s Keyword Magic Tool.
On your chosen keyword research tool, add your head keyword. Your head keyword will be the product or service you are selling.
For this example, I’ve chosen “CRM.” Many keyword research tools allow you to filter results, including “transactional” keywords, which are likely to convert.
You need to:
Top tip: Don’t worry too much about search volume and keyword difficulty. Generally, conversion keywords are the most difficult to rank for and often have lower search volumes. Remember the funnel from earlier? The smallest section is at the bottom, as users at this point in the buyer journey reduce.
Google Search Console is not the easiest way of identifying buyer journey keywords, but it is free, so I’ve included it.
To determine whether a keyword is helping you make sales, you need to understand how users engage with the pages the keyword drives traffic to.
First, let’s find pages that convert.
Take your highest-performing pages and analyze the URL in Google Search Console (GSC).
GSC will filter all keywords generating clicks for the page input. Review the keywords and identify if keywords are likely to result in a sale.
Top tip: Google Search Console won’t tell you which keywords are converting, so you’ll need to use some common sense.
From the stage above, you should have a list of keywords that you’d love to rank for. These are your bottom-funnel or conversion keywords.
Generally, these keywords are used on:
Later, I’ll discuss keyword mapping so you know exactly where to place your keywords.
Before creating more content, though, I like to ensure I have the content available to support bottom-funnel pages in a way that builds E-E-A-T. I like to start with the next most important item, which is content that fits the middle-funnel buyer’s journey: Consideration.
The type of content we can use for keyword research includes:
You likely already have these pages on your website. I might take these pages and put them into Google Search Console to see if I can find any relevant keywords. To do this, use the steps above for keyword research and filter by page.
Important note: Your review keywords are really important and often missed by brands. I see too many websites that lack a review page and therefore give clicks away to review sites or even social media. You want a page on your website that showcases your reviews and manages your brand narrative.
Top tip: If you don’t find much in terms of keywords and search volume, don’t worry too much. Not every piece of content for the buyer journey has to be for SEO. Some content can be shared with other marketing departments via email, for example.
Finally, I identify keywords for the awareness buyer journey stage.
Visualize the funnel from earlier. The funnel shape provides a visual for the traffic volumes at each stage of the buyer journey. Awareness is at the largest point of the funnel because it has the most searches, keywords, and users. As you get further down the funnel, it narrows because the audience gets smaller.
To do keyword research for this phase, I go back to Semrush, following the steps above, and navigate to the Keyword Magic Tool. I remove filters for the intent and look at Questions as well as keywords to see which keywords inspire content.
Important note: The tools do a fantastic job of providing keyword inspiration, but there is no replacement for talking to customers and your peers. Ask sales what types of questions people ask. Find out exactly who your target audience is and what they need from you. It’s very easy to get distracted at this stage. You must create content that your audience needs.
Creating the right content and targeting the keywords your audience needs has never been more important. With the rise of AI, top-funnel keywords get far fewer clicks as AI overviews serve the buyer. You need every click to count.
These next two steps are my favorites.
You might already have an idea of where you’re going to use your keywords. Bottom-funnel keywords are generally pretty self-explanatory. “Demo CRM,” for example, clearly needs to go to a page where a CRM can be demoed.
Many keywords won’t be as self-explanatory, though.
I like to use Google in private browsing, so the search engine results pages (SERPs) are not tailored to my usual search history.
Let’s Google “best CRM for sales and marketing teams,” and I’ll show you how I analyze the SERPs.
Here’s what I’m thinking when I look at these SERPs:
From this information, you can gather:
What you’re doing here is using Google’s “understanding” of the searcher’s needs to determine what they want and what you’ll create to meet it.
Google has a complex algorithm dedicated to providing helpful content to its users. Google’s success in being helpful and providing quality information is paramount to its success as a search engine. It’s fairly safe to assume Google has search intent right.
Mimic the content Google is prioritizing (but do it in your own way), and you’ll likely meet user needs.
As an extension of the step above, correctly map buyer journey keywords to the right content. This is called keyword mapping. You assign keywords to the page that have the highest possible chance of ranking.
Once you’ve done the first step, you need to correctly identify your supporting keywords.
A good example to illustrate this point is People Also Ask. I often see websites that see each FAQ as its own page or article, but this isn’t always the most efficient way to map keywords.
For the search “road bike for women,” People Also Ask provides the following questions:
It would be a mistake to use the keywords “What is the best road bike for ladies?” and “Which bike is best for females?” as keywords for the same article.
You can see this in your SERP analysis. When Googled, you can see the ranking articles.
There is one commonality, but the rest of the articles are different. The keyword “What is the best road bike for ladies?” is more nuanced, bringing up results that mention “road,” whereas the other keyword is more general.
Important note: Although this search is an excellent guide, sometimes you need to use common sense and do what is right by your values and business. For example, if you only sell road bikes, you might choose to cluster those keywords together.
I like to record my buyer journey keyword map in Google Sheets. Here’s what my sheet looks like:
I record a draft title, the page’s focus keyword, and supporting keywords. This way, when I write the content, I know where the keywords are mapped.
If you want more support with SEO content writing, HubSpot’s SEO Marketing Software allows you to optimize your content within one easy-to-use-tool.
Finally, here are some final tips to help you feel confident about keyword research aligned with the buyer journey.
This tip is easy to implement, especially in B2B, because the person on the other end of the phone likely understands. If you work in marketing, there’s a good chance the buyer will also respect your diligence.
Once you’ve built a good rapport with the prospect, ask them what they searched for to find you.
This information will give you exactly the type of keyword your buyers are searching for.
If you follow my process for buyer journey keyword research detailed above, you’ll do this, but I can’t stress enough the importance of starting with buyer needs. It’s very tempting to go to the tools and start finding keywords, but you really want to hone in on conversions and scale back from there, discovering impactful keywords that actually help your buyer.
No one knows your customers like sales and customer service. Ask them which questions buyers ask frequently and what you can do in content to address common apprehensions and build trust.
Although keywords and SEO are incredibly important, it takes time to rank in the top spots of Google. In the meantime, get content out to your users through other means: ads, emails, social media, etc.
Google Search Console (GSC) data updates frequently. Keep a close eye on keywords you search, clicks, and impressions. Look for new opportunities to add more keywords to your content.
I like to look at high impressions and low clicks to spot keywords people are searching for.
Sometimes, you’ll encounter a keyword map or SERP analysis that doesn’t quite feel right. You should always do what’s right for your buyer and business.
I always say that you should do the integral thing first. You might be surprised at what you can rank, even if the SERPs aren’t quite in line with what you want to create. You can always come back and compromise later.
SEO is notorious for being tricky in tracking its contribution to sales. It’s not like ads where you have keywords with sales assigned. Instead, you can only really assign click quantities.
However, there is a major benefit to buyer journey keywords: you know that not everything is created to convert. Some keywords are used on pages that convert, and others are there to build awareness. This means you can alter your tracking accordingly.
Since using buyer journey keywords and building a strategy from the bottom-funnel keyword, I’ve felt much happier with my SEO.
Upward trending graphs are still deeply fulfilling and exciting, but the benefit of generating revenue (and being able to prove it) is far superior.
Facebook ads can be incredibly powerful — when they’re done right. Most marketers say it consistently delivers a better ROI than any other social media platform. There’s just one catch — you need a solid Facebook ad strategy in place before you dive in. Otherwise, […]
MarketingFacebook ads can be incredibly powerful — when they’re done right. Most marketers say it consistently delivers a better ROI than any other social media platform.
There’s just one catch — you need a solid Facebook ad strategy in place before you dive in. Otherwise, Meta’s evolving algorithms, changing audience expectations, and the nuance of different ad types can make things expensive fast.
I work with clients every day who use Facebook ads and rely heavily on ad experts who stay current on best practices. To help you develop a smarter, more effective Facebook ad strategy, I’ve connected with several pros and am sharing their insights in this article.
Table of Contents
Short answer — yes. Over 10 million businesses are actively using Facebook advertising to reach billions of active users.
Clearly, something is working:
“Facebook is still the most efficient, scalable ad network for businesses of all sizes. The real question isn’t whether it works — it’s whether you’re committed to doing what it takes to make it work,” says Zachary Murray, founder of Foreplay.co, a creative collaboration and ad inspiration platform for marketers and creative teams.
Which brings me to the longer answer — Facebook ads may or may not be the perfect fit for every business. Before you invest time, money, and energy into them, I always recommend asking three questions:
Some background here: I first started playing with Facebook ads in 2012 when it was still the Wild West. You could throw $20 behind a post and see real traction — without knowing much about targeting or creativity.
Today, the platform is considerably more sophisticated, so you’ve got to have your ducks in a row and a Facebook ad strategy designed for your goals.
I share that not to scare you off but to ensure you’re thinking things through. After all, according to Nicole Morton, marketing operations manager at Keystone Click, a digital marketing agency, “Facebook remains one of the largest social platforms and provides diverse ad formats, robust targeting options, and the potential to reach a wide audience.”
So the real question isn’t should you advertise on Facebook — it should be, “How do I make sure it’s worth my time and money?”
And if you want to make sure you’re picking the best Meta channel for your social media strategy, we’ve compared them here to help you make an informed decision.
Based on the questions I shared above, you’ve probably guessed that you need to take a step back before you even think about opening Ads Manager, creating a Meta ad account, or developing creative assets.
Here are four things you need to know to create your first Facebook ad strategy.
If you want to reach the right people, you need to know who they are and what makes them want to click. Not all marketers subscribe to buyer personas or customer avatars, but in my experience, having them is invaluable before you do any kind of marketing — not just ads. (HubSpot has a handy tool you can use to get started.)
Demographics (age, career, income, location, etc.) are a good place to start — and absolutely necessary for targeting.
As Catherine Wilson, founder of Eviva Media, explains, “The platform allows precise targeting based on location, interests, and demographics, making it ideal for reaching your ideal customers even on a small budget.”
But to ensure your ads can really perform and drive conversions, you’ve got to dig deeper:
According to our 2025 survey, most marketers have access to the following information about their target audience:
Only 19.71% of marketers have access to audience pain points, so this is your opportunity to shine for the best possible ad targeting.
Better yet, by speaking directly to their mindset, you can ensure your ads feel less salesy and more like a solution. That’s what makes people stop scrolling.
Facebook ads are part of a bigger conversation that starts with what’s happening in their mind and continues based on what your customers’ next move is likely to be — both in their lives and within the context of your business.
That means understanding the steps they take as they:
While I often find this journey to be slightly different for each customer, most buyers generally fall into three categories, each of which needs slightly different messaging, offers, and CTAs.
By tailoring your ads to each stage of your customer journey, you meet your audience where they are, which makes it easier for them to say yes.
As Morton explains, “Don’t rely on a single ad to carry the success of your Facebook campaign. It should be part of a larger strategy that guides your prospects from awareness to consideration to conversion.”
Want to see this in action?
Let’s say I want to run ads for a fitness tracker. In the awareness phase, I’ll create a short, engaging video of the everyday challenges of maintaining fitness, like busy work schedules and lack of motivation.
For the consideration phase, I can create carousel ads showcasing the tracker’s features and benefits. These may include heart rate monitoring, step tracking, and sleep analysis. I can also include customer testimonials and quick illustrations of how the product integrates seamlessly into daily life.
In the decision phase, I’ll run a series of ads offering a limited-time discount on the fitness tracker and highlight the ease of purchase. I will also include a clear CTA to drive urgency and encourage immediate action.
After nailing down the customer journey, I begin segmenting my audience.
Grouping customers based on where they are in the customer journey helps me target people with the right offers at the appropriate time.
Here are a few examples of my potential audience segments:
Jeremy Bogdanowicz, founder and CEO of JTB Studios, segments his audience based on their interests, which he says is always effective on Facebook because “The algorithm allows Facebook users to find content according to their interests. If they like a post or page, they will see similar posts or pages on their Facebook timelines. Thus, I find people whose interests align with our brand’s services. Afterward, I leave the rest to Facebook.”
I agree with Jeremy. Audience targeting based on their interests is a smart strategy. It ensures my ads reach people who are more likely to engage with my content, increasing their chances of opening the ads.
Meta Pixel (formerly Facebook Pixel) is a piece of code you embed into your website to track visitors’ actions. It’s a must — no exceptions.
Pixel data delivers insights that allow you to:
I recommend checking out Meta’s step-by-step instructions to help you install Meta Pixel on your website.
Pro tip: Download our free Facebook Advertising Checklist. It will guide you through every step of setting up and optimizing your Facebook ads.
Once you know your audience, map the journey, segment your list, and install your Pixel, it’s time to put that knowledge into action.
Now that we’ve gone over the basics, I’ll share some of my top tips for creating effective Facebook ad campaigns that can help you maximize your return on investment (ROI).
Running Facebook ads doesn’t mean you should stop creating helpful, relevant content — in fact, the two work better together.
One mistake I go out of my way to avoid is targeting my warm leads with ads designed to turn them into paying customers. Since warm leads aren’t ready to buy from me yet, instead of turning them off with straight sales offers, I offer them helpful content that answers their questions and solves their pain points.
Kurt Uhlir, chief marketing officer at EZ Home Search, follows the same pattern with a two-fold strategy: “First, we provide information that addresses both the emotional and logical queries pertinent to their [audience] customer journey. Secondly, we share success stories where our clients are the superheroes, not just beneficiaries, of their success.”
This approach positions his company as a valuable resource and showcases the tangible impact of their solutions through relatable narratives.
Here’s how I typically see Facebook ads work alongside content marketing:
One thing I’ve realized in my experience with Facebook ads is that influencers can add a layer of authenticity you can’t get from traditional ads.
In fact, 63% of consumers are more likely to buy if an influencer they trust shares your product.
Here’s where it gets even more interesting. According to our 2025 survey of marketers:
Momentum is clearly building here, which means influencer marketing could be a huge opportunity for you. Especially when you consider that today’s consumers want authentic content.
However, that doesn’t mean just any influencer can have this effect on your business. In fact, 28% of marketers are focusing more energy on creating content that reflects their brand values, and this likely extends to their channel partners.
With that in mind, I recommend choosing influencers who align with your brand values to ensure the partnership feels natural.
Having a huge Facebook following is awesome. However, you and I know that Meta “owns” our contacts. If they decide to change their algorithm or shut down, we’d lose access to those people. Not to mention what happens if people decide to leave Facebook.
To protect yourself here, I always recommend building your own marketing list. When I do this, I create a lead magnet, such as a free ebook or course, and run a lead ad. This way, my followers can give me their email addresses directly on Facebook.
That said, I’m generally cautious with this approach. I never add any steps that may cause friction for users trying to access my gift. Otherwise, I may end up losing them.
Once I have their email, I add it to my marketing list and include them in my email marketing campaigns.
A few tips here to make this effective and seamless:
Videos are a powerful tool for boosting conversions and sales. Our 2024 Marketing Statistics show that 96% of people watch explainer videos to learn more about a product. Even better, 89% say these videos have convinced them to purchase.
Marketers concur. Our 2025 survey shows that product demonstrations and tutorials perform better on social media than any other type of content.
These stats clearly prove my point. That’s a huge opportunity.
Morton agrees. “We’re anticipating a greater emphasis on video and interactive content. Features like Stories, Reels, and interactive ads will become more impactful.”
And, in my experience, clients who lean into short, engaging videos see higher engagement and lower cost-per-click. Here’s what I’ve noticed tends to work best — for clients and content I’m likely to engage with:
And since 28% of marketers we surveyed in 2025 are already using short-form video, why not start using the videos you’ve already developed in your ads?
Or, if you’re like the 17% using long-form video, consider repurposing longer content into short clips for Facebook.
Lastly, your video doesn’t need to be super polished. In fact, behind-the-scenes-style content often performs better because it feels more authentic. Whatever you do, aim to tell a story.
Wilson shared that this approach is working really well for her clients. “When we shifted a concrete coating company’s strategy from sharing before and afters to focus on storytelling, we saw a measurable increase in both the quantity and quality of leads. People connected emotionally with the story, saw the possibilities for themselves, and were more motivated to reach out. It’s about connection, not just promotion.”
While many marketers see Facebook and Google as picking one or the other, I see them as platforms that can complement each other quite nicely.
As I said earlier, my strategy always depends on my campaign objectives and the audience segment I’d like to target. So, I often choose different ad types that align with my customers’ current stage in the buyer’s journey.
For example, if I’m promoting my new fitness tracker to warm leads, Facebook ads might be the better option. I can target them with helpful content to create brand awareness, as they may not yet be ready to buy my product.
Conversely, Google ads would be more effective if I’m marketing a new computer to a returning customer. Such a person is often ready to purchase and research their options. By using the right keywords and creating targeted Google ads, I can reach them at the exact moment they’re considering buying, making it more likely they’ll choose my product.
Something I’ve noticed when creating my social media campaigns is that Facebook contests don’t always need to focus on sales. Instead, I offer high-value prizes to increase brand awareness, which will pay off in the long run by bringing new leads into my conversion funnel.
Kelly Sullivan, the owner of Kokomo Botanical Resort, shares the impressive results he got when he offered customers a chance to win an all-expenses-paid trip to Hawaii for sharing a Facebook ad about their travel company.
According to Sullivan, “The contest spread like wildfire, increasing our Facebook page likes by over 50% and reducing our CPC (cost-per-click) by 40% within a month.”
Besides high-value prizes, I also find that partnering with brands that have similar audience personas to mine can be effective.
Amelia Munday, social media marketing specialist at Custom Neon, agrees and notes that “By partnering with other brands and posting in a ‘collaboration style’ post with other accounts, the giveaway is mutually beneficial to both brands because it allows you to garner exposure to each other’s audience and therefore increase your following and impressions!”
Note: Before creating any contests or giveaways on Facebook, review Meta’s policies to make sure you aren’t violating any of their rules.
When I think about Facebook ads, one of the first things that comes to mind is the immense potential of mobile ads. Most people on social media prefer using their smartphones to desktops.
Our statistics show that 62% of Millennials and 80% of Gen Z primarily use their phones to search for what they want.
That means your ads, landing pages, and checkout flows need to load quickly, look great on a small screen, and be thumb-friendly from top to bottom.
Here’s what I recommend:
An otherwise “perfect” ad can flop if the mobile experience on the other side is clunky or slow. When every second counts, you’ve got to make sure everything is working right.
AI is here to stay, so this is your chance to use it to your advantage for your Facebook ad strategy.
Our Social Media Trends report shows that 48% of social media marketers use AI tools to generate text for their copy, while another 41% use AI assistants like Microsoft Copilot to automate repetitive tasks and improve productivity.
Chris Stones, strategic and operations director at Mitchell & Stones, says AI helps him serve ads in multiple languages and gives him a more accurate translation than Google Translate.
As a content curator, AI helps me save at least three hours on every piece of ad copy I create. Personally, I use HubSpot’s AI-powered content tools to:
That said, AI is still far from perfect. Use it to complement your creative efforts rather than relying on it entirely.
Morton offers a word of caution. “Facebook ads are rarely a ‘set-and-forget’ tactic. They require ongoing monitoring, budget adjustments, fresh creative, and audience updates.”
To keep your campaigns effective, you need to keep testing, learning, and refining.
“Everything is testable,” says Murray.
Our 2025 survey of marketers shows that this is one of the biggest ways the marketing industry is changing —18% agree that actively testing new marketing channels and formats became more important over the last year.
That means it’s important to play around with new ideas and pay attention to content trends. In doing so, you’re not just reacting when something underperforms; you’re proactively looking for ways to stay ahead.
Wilson sees this in action, too. Instead of turning on an ad and hoping for the best, she advises clients to “Test different versions and scale up what performs best.”
Your system isn’t limited to building out an ecosystem that moves your audience smoothly through the customer journey, although this is extremely important.
Wilson explains, “Follow up with leads quickly. The businesses that respond within minutes are the ones that close the most deals.”
When I asked Murray something he wished every business knew about creating a Facebook ads strategy, he was quick to respond. “I wish more people understood just how much effort goes into making Facebook ads work. The real question shouldn’t be ‘Do we have the budget to spend on Facebook?’ — it should be ‘Do we have the capacity to create, iterate, and test consistently?’ Winning on Facebook isn’t about a single perfect ad. It’s about building a system that helps you find that ad through experimentation.”
With that in mind, you also need processes that help you:
At the end of the day, targeting only gets you so far. It’s your creative — the message, the hook, the visual, the vibe — that grabs attention and moves people to act.
“As ad platforms mature — just like TV and radio before them — the only lever that continues to matter is the creative itself,” Murray says. “Your job is to make something that’s worth watching, and ideally, worth sharing.”
That’s why creative fatigue is real. Even great ads lose steam over time. You need a steady stream of fresh, scroll-stopping content that aligns with your audience’s mindset and the moment they’re in.
Morton echoes this as well. “We start with a data-driven approach. Experiment with different ad creatives, messaging, and audience segments to dial in your campaign. Then use that data to iterate and refine your strategy.”
If you’re not putting as much energy into your ad creative as your budget, you’re missing the lever that matters most.
If you take one thing away from this article, I hope it’s that Facebook ads can still work incredibly well as long as you don’t expect them to work on autopilot or in a vacuum.
My experience creating Facebook ad strategies has taught me that nothing will work if I don’t know who my message is meant for.
With that in mind, you need a Facebook ads strategy that factors in how you meet your audience’s needs and your systems for creating, testing, and refining those ads, as well as following up with them.
If you’re ready to dive in, be sure to consider the questions and strategies I’ve shared here to drive higher engagement and boost your conversion rates.
Editor’s note: This post was originally published in January 2022 and has been updated for comprehensiveness.
When I first started my small business, advertising seemed daunting. With a limited budget, I couldn’t fathom spending thousands on TV commercials or ad campaigns. But over the years, I‘ve discovered that free advertising can be just as effective as paid. In fact, some of […]
MarketingWhen I first started my small business, advertising seemed daunting. With a limited budget, I couldn’t fathom spending thousands on TV commercials or ad campaigns.
But over the years, I‘ve discovered that free advertising can be just as effective as paid. In fact, some of the most impactful strategies I’ve used were completely free.
It can be frustrating when your budget dictates how many potential customers you can reach. But with the right approach, you can create an effective free advertising plan.
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Guest-writing for a well-established blog is one of my favorite free advertising methods. It can connect you to that blog’s audience and establish you as an industry thought leader.
You’ll get access to an established audience and high domain authority, which can sometimes be more beneficial than posting to your own blog.
Plus, you can link back to your website from your article, giving you an inbound link that boosts your domain authority and can increase your own website’s ranking in search engines.
I’ve found that guest posting not only drives traffic to my site but also helps build valuable relationships within my industry. One guest post I wrote led to a partnership that doubled my client base in just six months.
Pro tip: Before you reach out, think about the perspective or data that differentiates you from the crowd. When you pitch other blogs, position your expertise as something their audiences can’t get anywhere else.
Writing content for Quora can expose your business to a large audience: in 2024, Quora reported a worldwide audience of 400 million monthly visitors.
Besides the large built-in audience, your business can answer direct questions from prospective customers. This lets you interact with high-quality potential leads and establish yourself as an expert in the subjects that matter most in your industry.
Here’s an example:
Want to get free advertising and position yourself as an expert in the field? If so, industry-specific forums and threads could be for you.
Many industry organizations will have online forums or blogs that allow you to answer questions or offer advice.
One example is real estate investing organization Bigger Pockets, which has its own forum where industry professionals and newbies can share ideas.
If you‘re not sure where to start, try browsing topics on Reddit to see if there’s an existing discussion or topic related to your area of expertise. Just be sure to offer genuine, valuable feedback so you don’t come off as too salesy.
According to Statista, 44% of B2B marketers said that LinkedIn was the most important social platform. The next most important one was Facebook, lagging behind at 33%.
In other words, if you’re a B2B marketer, don’t sleep on LinkedIn!
LinkedIn’s blogging platform lets you demonstrate your expertise within your industry. Every time connections and other LinkedIn members engage with and share your posts, you’re getting free promotion.
You can even use LinkedIn’s native newsletter tool, like Andrew McCaskill has done. He publishes the monthly LinkedIn newsletter “The Black Guy in Marketing” and has over 15k subscribers:
To figure out which platforms your team should prioritize, it’s important to diversify your promotion platforms to discover where your audience is already consuming content.
Some of your audience might prefer listening to podcasts over reading articles. To reach those people, contact a few businesses with podcasts and pitch interview ideas.
With all the emails you send every day, it’s a shame if you aren’t taking advantage of the promotional potential of your email signature. Here’s one I made for a fictional pet-sitting business using our free email signature generator:
Your email signature can also be an unexpected property to promote a sale, contest, event, or even a new blog post.
You should also add a link to your business’ website on your Facebook, X, and Instagram profiles.
An email newsletter can be a useful vehicle for promoting content, sharing business-related news, and building deeper relationships with potential and existing customers. There are plenty of free tools out there — like our very own free newsletter builder — that assist you in designing, sending, and optimizing your newsletter.
With the right time investment, an email newsletter can be the perfect place to share quality content with leads and potential consumers, establishing your brand as helpful and informative.
If you’re new to newsletters, give our data-backed guide to newsletter strategy a read.
According to a Wyzowl study, 87% of people have been persuaded to buy a product or service after watching a video. And 83% want to see more videos from brands in 2025. So what are you waiting for?
Creating engaging, informative, and shareable YouTube videos is one of the most efficient ways to sell your brand. If done right, your YouTube videos will entertain viewers enough to share your content and seek out your website.
Pro tip: Optimize your YouTube video titles, descriptions, and tags with relevant keywords to improve discoverability in both YouTube and Google searches.
Word-of-mouth is still one of the best ways to market your product. Consumers trust the opinions of other consumers, especially when there are many great testimonials.
If you have happy customers, encourage them to write a review about their experience on popular review platforms like Google, Facebook, and Yelp.
Kate Harding, who owns Jarvis Square Books in Chicago, suggests a frictionless approach: She keeps a QR code by the register that sends customers straight to her Google reviews page, where she’s racking up the five-star reviews. If you don’t have a brick-and-mortar store, you can still place a QR code or link near the end of your buyers’ journey to take advantage of happy customers.
If you want great reviews on Facebook, be sure to create a Facebook Business page.
As mentioned above, word-of-mouth is a powerful marketing tool. Tap into the value of your existing customers by asking them for referrals.
As an incentive, you can offer a discount or other reward to encourage them to get the word out.
Partnerships are an opportunity to offer supplementary services that you don’t provide.
For example, a web design company and a copywriting agency might partner, so when a client requires written content for her web pages, the web design company can offer copywriting services from its partner.
This increases consumer satisfaction and provides exceptional advertising opportunities. When your partner’s consumers need your services, your partner will point them in your direction.
Nowadays, social media is crucial to most marketing strategies. Luckily, most types of social media platforms and posts are free — even to businesses.
Pick the platforms that best suit your audience. Then, post links, photos, videos, or text posts about your company, product launches, or any other occurrence that you’d like to promote.
Facebook, X, and LinkedIn are suitable places to start for most businesses.
They all offer a way to share video, text, photos, and link-based posts and have large user bases. To learn more about other forms of social media, check out this post.
Pro tip: Use a social media management tool to schedule posts in advance. This allows you to maintain a consistent presence without spending hours each day on social platforms.
It‘s not enough to post. For your social media efforts to be successful, you’ll want two-way communication.
When customers comment on your posts, respond to and Like their comments. Not only does it keep the banter and engagement up on your content, but it also humanizes your brand.
Since we’re talking about engaging with followers, using user-generated content (UGC) for your advertising can get the word out even on a tight budget.
Encourage your customers to create and share content related to your brand. This can be in the form of testimonials, reviews, or even user-created videos. It helps build social proof and can reach a wider audience.
Pro tip: Create a branded hashtag for your business and encourage customers to use it when sharing content related to your products or services. Using a branded hashtag makes it easier to find and share user-generated content.
Additionally, you’ll want to create enticing content that your audience will be motivated to share. Start by building a strong online presence.
Optimize your website and social media profiles to ensure they are user-friendly, visually appealing, and provide relevant information. Update your platforms with fresh content regularly and continue to engage with your audience through comments and messages.
If you don’t know where to start, check out HubSpot’s free Campaign Assistant, which can help you build every aspect of a great marketing campaign.
Google My Business isn’t the only game in town. List your business in the local Yellow Pages, Yelp, TripAdvisor, Angi, local professional organizations, or another relevant directory.
This increases your chances of being discovered by potential customers who search for businesses like yours.
If your industry has a directory, you should be on it. Your local chamber of commerce is also a great place to start.
One of the simplest ways to attract new customers and retain new ones is to provide value. This could be in the form of solving a common issue in your field or making a mundane or difficult task easier by providing a tool.
In the real estate industry, housing search sites often provide free mortgage calculators. Similarly, Smart Asset offers an array of handy tax and paycheck calculators that help visitors figure out roughly how much their income would change moving from one state to another.
If there are common obstacles or pain points in your industry that can be remedied by offering a tool, ebook, or helpful video content, offer those resources on your site. It will help establish your brand as a trusted industry export.
One of the key factors in free advertising is to make sure potential customers can actually find your business.
You can have the greatest products or services, but your growth will be stunted if you don’t show up in search engines.
Along with Google My Business, taking advantage of free SEO strategies can also help your website rise higher in search results. These tactics can be simple and easy to work into blogging, web design, or other processes.
One obstacle that can prevent potential customers from making a purchase is trust. Offering a free trial of your product or service or a free consultation can help break the ice and eliminate that barrier.
It‘s also a good way to get the word out. If a visitor uses your product with a free trial and enjoys the experience, they’re likely to tell others. As we’ve mentioned previously, word of mouth is a powerful advertising method.
While Facebook, X, and LinkedIn could be great platforms to start on, expanding to platforms like Instagram or Pinterest will give you more opportunities to show product shots or embrace the heavily visual strategy of influencer marketing.
Aside from spreading awareness with free images of your product or service, most social platforms, including Facebook, offer live video and story features that allow you to create video promotions related to your products.
For example, you might use Instagram Stories or TikTok as an outlet to publish tutorials on how to use your products.
Because these videos and photos are on social, you can boost their shareability by hashtagging them, creating interesting captions, and encouraging fans to react with Likes or comments.
A press release is not advertising just by itself. To garner interest from media outlets and journalists, what you’re announcing needs to be newsworthy.
Making a press release that sounds too promotional can get it rejected by media outlets. Like your customers, you‘ll need to offer media outlets something of value. Did you run a survey or study that yielded some interesting insights that would be of interest to your industry?
That’s what you should include in a press release, and it increases the odds of the information being picked up by outlets. This could be about emerging industry trends or interesting statistics you found.
Once you have newsworthy information to share, submit your press release to industry publications, media outlets, and online press release distribution sites.
This will help build a buzz around your brand.
One of the most powerful free local business advertising methods is Google My Business, which enables companies to manage their presence on Google Search and Google Maps. The tool can bolster your rankings in local search results.
Plus, if you rank high in local search, more consumers will choose your business over a competitor’s. In today’s fast-paced world, convenience is key.
Google is the most popular site used to evaluate local businesses, according to consumers who participated in a 2023 Statista survey — 87% of respondents used Google, compared to just 48% who preferred Yelp.
Pro tip: Regularly update your Google My Business profile with fresh content, such as new photos or posts about special offers. This activity signals to Google that your business is active and relevant, potentially boosting your local search rankings.
To truly leverage the power of local search and track your performance, consider using a robust marketing analytics tool like HubSpot’s Marketing Analytics.
It can help you measure the impact of your Google My Business efforts and other local SEO strategies on your overall marketing performance.
Connecting with fellow professionals at industry networking events is a great opportunity to meet potential consumers in a place where they are eager to discuss your business.
The niche topics of networking events ensure you’re meeting high-qualified leads.
For example, an event for best tech startups will primarily attract participants who are interested in — you guessed it — technology and startups.
Particularly for small businesses looking to make their first connections, networking is a chance to get your name out there, meet potential partners, and find growth opportunities. Plus, it’ll keep you up-to-date on trends in your industry.
Speaking at an event about a topic related to your industry is another way to exhibit your expertise.
Giving a thought-provoking and powerful speech will draw attention to you and, by association, your business, which can increase brand awareness and prove your business is qualified to tackle consumer challenges.
To start, brainstorm different topics and volunteer at various upcoming networking events and trade association conventions.
If you’re afraid of public speaking (don’t worry, many of us are), you could enroll in a local Toastmasters chapter to improve your game.
One way to build loyalty and camaraderie among your audience is to offer a discount to locals only. Exclusive offers create the impression that your audience is getting something tailor-made for them.
For example, my local coffee shop offers a small discount for customers who live in the neighborhood. It doesn’t have to be much, just a token of your appreciation for their continued support of your business.
This kind gesture will encourage them to return and bring you even more business.
Similar to the networking suggestion, stay on top of local events in your area, even non-industry-related ones.
From fundraisers and charity events to local sports and community meetings — it’s an opportunity to make real connections with those in your community and build rapport.
You never know where those connections will take you. Choose something that suits your interests to make it more fun. Being active in your community will make it easier for potential customers to put a face to your business.
This strategy will require a bit of research and legwork, but familiarizing yourself with other local business owners and their specialties can be very valuable if you leverage your connections.
Let’s say you own a local yoga or fitness studio. You could partner with an athletic brand in your area — running a contest where completing a certain number of classes gets them free merch. In return, you could allow the brand space to sell its clothing in your studio.
Harding, the Chicago bookstore owner, joined forces with dozens of other local bookstore owners for the Chicagoland Bookstore Crawl, which promoted her own business and introduced her to peers across the city.
Putting up brochures or flyer templates in local libraries, coffee shops, and businesses is a unique way to market to offline locations where people spend a good deal of their time.
You can create free brochures and flyers on PowerPoint or Canva.
Depending on your industry, it might even help you reach an ideal clientele. If you’re a physical therapist, for example, perhaps you could hand out brochures to local gyms or nearby hospitals.
As mentioned above, you can create a free page on Google My Business, which can help you rank higher or first in search results. Here’s how it works.
First, you‘ll want to create a Gmail account for your business. Then, you’ll want to register for Google My Business with that account.
Google will first ask you to enter the name of your business. Then, you’ll be asked to select a “Delivery Area.” In this form, note the mileage and area where your target audience lives.
After your setup process is complete, you can fill out your profile. As you do this, you ideally want to include all the requested info for the best search optimization.
A few key things you’ll want to include will be:
The above items are things locals might search specifically for.
For example, if someone searches for a “cheap Mexican restaurant open after 8 p.m.,” Google will examine the details in a business profile and prioritize your restaurant if it seems like a great match.
Here’s an example of what it looks like when a Google business fills out all its information:
Once you‘ve created your Google My Business profile, verify your listing so Google knows it’s a real, legitimate business. There are a few ways to do this, including email, postcard, and phone verification.
You can also download the GMB app to monitor how your business is doing from your phone.
My favorite free advertising method? It’s a tie between content marketing through guest posting and leveraging Google My Business. Both have provided consistent returns in terms of increased visibility and customer acquisition.
What started as a necessity due to budget constraints has become a core part of my marketing strategy. I’ve found that combining these free methods with strategic paid advertising yields the best results.
Effective advertising is about creativity and persistence more than it is about budget. With the right approach, even a small business can make a big impact.
Editor’s note: This post was originally published in March 2018 and has been updated for comprehensiveness.
Most teams today are in touch with their sales data in some way, shape, or form. Some industries and companies are better at it than others. In tech, for example, where I spend a lot of my time as a marketing consultant, sales and marketing […]
SalesMost teams today are in touch with their sales data in some way, shape, or form. Some industries and companies are better at it than others.
In tech, for example, where I spend a lot of my time as a marketing consultant, sales and marketing are pretty tight. They share systems and strategies to the point where most of the time I’m sitting in the revenue team’s reporting calls with sales, marketing, and customer success analyzing metrics together.
I’ve seen sales data management done well, and I’ve also been in the position of having to whip it into shape. Now, organizations are in a position where responding quickly to market changes can make or break, and the ability to effectively use sales data for strategic decision-making is mission-critical.
I know this is easier said than done. How you gather, access, interpret, and use your sales data is highly dependent on your organization, industry, and the technology you have in place. But regardless of where you sit in that mix, let’s take a look at some solid strategies for making your sales data a performance enabler.
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Data is an indispensable component of successful sales teams. Sales data can help representatives avoid pursuing bad-fit customers, and it can inform new opportunities that sales teams wouldn’t detect otherwise.
However, data on its own can be intimidating, especially for teams that are getting used to such an analytical culture. I’ve also seen sales teams that avoid their own data like the plague, afraid that if they look too closely, they might not like what they find.
That being said, sales teams don’t need to make use of every single metric. Some data just exists without providing insights, and that’s fine. Before I dive into the types of sales data your team should track, let’s start with how to approach sales data so it benefits your team and company goals.
When I’m working with a sales and marketing team on performance tracking, I always start with business objective(s). This step isn’t about what data can do for you; it’s about the goals within your business. So, I recommend focusing on what you want for your sales team.
Example: We want to shorten our sales cycle in Q2.
Next, I make a note of what questions arise from the objective.
Example: How long is our current sales cycle? What’s causing it to be at this length? How long would we like it to be? How much money would this save us? What do we need to shorten the current sales cycle?
Finally, I identify which sales metrics are needed to answer these questions. (I’ll cover the types of sales data below.)
Now, the sales team should know which specific sales metrics to leverage as we work to meet the objective. Over time, as the objectives change, I may need to add or remove various data points based on need.
The following section will cover the types of data your team should know.
In this section, I cover the most common sales key performance indicators (KPIs). These are important for covering company-wide performance as well as tracking how your sales team is impacting your broader company goals. Let’s look at them in more detail in the following chart. I’ll talk about how to actually collect this data later.
For a list of over 50 sales metrics, as well as a breakdown of sales KPIs per team type, check out our Ultimate Guide to Sales Metrics.
Sales KPI |
What It Tells You |
Total Revenue |
How much revenue your sales team is generating |
Total Sales by Time Period |
How your sales team is performing (i.e., improving or worsening) over time |
Sales by Lead Source |
Where your sales are coming from and what lead generation sources are or are not working |
Revenue per Sale |
How much revenue is generated by each sale you make |
Revenue by Product |
How much revenue is generated by each product, product line, or service that you sell |
Market Penetration |
How much your product or service is being used by customers as compared to the total estimated market |
Sales per Prior Activity |
How many sales were made for each prior activity (e.g., phone calls, email outreach, in-person meetings, etc.) |
Percentage of Revenue from New Business |
How much revenue is generated from brand-new customers |
Percentage of Revenue from Existing Customers |
How much revenue is generated from existing customers (i.e., cross-selling, upselling, repeat orders, expanded contracts, etc.) |
Year-over-Year (YOY) Growth |
How your sales team performance is growing as compared to the previous year |
How much revenue you can expect one customer to generate throughout your business relationship |
|
Net Promoter Score® (NPS) |
The degree to which people (i.e., your customers) would recommend your company to others |
Number of Sales Lost to Competition |
How many sales in a given time period are lost to competition |
Percentage of Reps Attaining 100% Quota |
How many representatives on your team are attaining 100% of their quota |
Revenue by Territory |
How much revenue your sales team is generating by territory |
Revenue by Market |
How much revenue your sales team is generating by market |
Cost of Selling as a Percentage of Revenue Generated |
How much your company is paying to generate sales |
So, I’ve identified an objective and tracked several KPIs to measure progress — now it’s time to analyze the data.
Once I have sales data in order, it’s good practice to present the findings visually. Charts, graphs, and dashboards make it easier to understand the information, enabling the team to spot trends, patterns, and correlations within the data. It also provides an opportunity to detect any outliers that require further investigation.
For example, HubSpot’s sales dashboard gives users a birds-eye view of their sales performance, allowing them to track key metrics like revenue, sales by lead source, and year-over-year growth.
HubSpot’s Sales Reporting & Performance Dashboard
Armed with these insights, you can take actionable steps to optimize your sales performance and make informed business decisions.
Next, I’ll discuss how to build a data-driven strategy and sales team.
Data-driven sales is a sales approach that involves collecting and using specific metrics to inform all sales decisions, from lead prospecting to people management to churn reduction and pricing.
Using data in sales can help your representatives improve productivity. It can also save them precious time and energy pursuing customers who aren’t a good fit or are uninterested. Implementing a data-driven sales approach can also make your business more profitable.
This approach sounds easy enough, right? Well, it’s one thing to say you embrace a data-driven sales strategy … and it’s quite another to use that data to influence, develop, and empower your sales organization.
Let’s talk about what a data-driven sales approach looks like in action.
I’m a pretty operations-focused person when I work on projects with a revenue team. So I know it can be tempting to just hit “go” and start building processes and dashboards. It’s certainly an important part of building a data-driven strategy for sales. But there are a few other components that need to be put in place, too. Let’s take it step by step.
I’ve seen situations where a huge amount of work is put into data and workflows in CRMs and business intelligence tools, only for reports to fall flat when presented to executives. To be data-driven in a meaningful way, you first need to decide as a team and an organization what that data should be driving you toward.
So, first things first, you need to make sure everyone is on board. That includes entry-level or junior team members who manage a lot of the day-to-day data, all the way up to senior managers who are going to be reviewing reports and making strategic decisions. The former is because they may have input on the practicalities or challenges of collecting and maintaining certain data points (always a win to get ahead of that issue early), and the latter is because you might be surprised by what they want to know when it comes to strategic decision making.
I could also have named this section “Set Your Sales Goals and Objectives” because it almost amounts to the same thing. You need to figure out what everyone cares about, align on the metrics and KPIs that are going to inform strategies, and work backwards from there to get the data you need.
If I’m working on a project that involves a reporting overhaul and we’ve got a messy CRM situation on our hands, I sometimes have to brace myself because, inevitably, it’s a pretty painful process.
I recently worked with a tech company who hadn’t touched their CRM in well over a year. Outreach and sales processes were handled elsewhere and a ton of valuable leads and data had been left to rot. It was a mess but, to put new outreach sequences and automation in place, I had to dig into everything and spend weeks on a huge clean-up process.
This is where you really need to roll up your sleeves and get into it. Here are a few questions I always keep in mind during a sales data audit:
Unfortunately, this may not be a one-off task. A 2024 sales performance report found that 98% of sales professionals admit their CRM data is inaccurate. Data cleanliness is an ongoing challenge, and you might need to revisit this audit process regularly to keep on top of it.
Old data is one thing, but an audit of your existing data and processes is also useful for identifying glaring holes in your reporting. Remember that first all-important buy-in step? By documenting objectives and working backward, I can see what’s already available to the team and which data points are slipping through our fingers.
Sometimes, you might need to simply adjust your existing CRM, like adding new custom fields. However, there may be times when a new piece of technology is needed to close the gap.
One area I’ve regularly encountered big gaps is between sales and marketing. Sales rely so heavily on lead and account-based data. But, there are plenty of marketing metrics and KPIs that are extremely useful to sales. Marketing data can help inform outreach strategies, pain points to focus on, and lots more.
For example, sales statistics show that 72% of company revenue is generated from existing customers. Imagine how much more effective your upsell strategy would be if you were keeping track of marketing reports on email open rates and customer engagement at the account level.
Building a more integrated report between marketing and sales data can be as simple as adding an integration between systems without the need for new technology at all.
It’s so easy to spend time on beautiful dashboards only to forget that the point is to become data-driven. In other words, data ultimately needs to create insights that are actionable. I’m sure we’ve all sat through calls on a revenue team where metrics are listed out and talked about, but there’s a certain “so what?” hanging in the air.
I have found breakpoints and “if/then” statements helpful for this in the past. First, you need to identify trends to track. Let’s say it’s something as simple as monthly lead volume. If that lead volume is trending down, at what point do you take action and change tactics? And what should those tactics be?
Similarly, if it’s trending up month over month, at what point is it right to invest more in order to maximize results? The breakpoint leads to a decision branch, which then leads to action. It’s not always as clear cut as this example, but it’s a useful mechanism for making sure data and reporting don’t gather dust.
A sales team that relies on data observes a handful of distinct practices. Here are some of my criteria you can use to assess whether your team is truly data-driven or at least part of the way there.
I’ve always found that a data-driven sales team is aligned on everything — not just big objectives but day-to-day goals, processes, and best practices. This alignment is the responsibility of sales managers to communicate and execute.
I believe it’s also good practice to develop those objectives and goals with your entire sales team, so loop them in on any planning or goal-setting meetings.
This process mirrors the questions I discussed above about figuring out what sales data to use. They help determine what goals your sales teams are pursuing, what data can help you achieve those goals, and what each team member needs to do to stay aligned in your pursuit.
A data-driven sales team follows a distinct sales process — a repeatable set of actions your team does to close a new customer. A sales process allows you to see which parts of your sales approach are working and which parts aren’t. By repeating the same actions across your team, you can make a note of where you can incorporate and track new KPIs and sales data.
When making changes or updates to your sales process, I highly recommend doing so slowly and with one change at a time. Sales teams are busy, target-driven people at all levels so changing management can be tricky. I find this lets your team get used to the change and allows you to clearly see if that change is benefitting or hurting your overall sales process.
A data-driven sales team doesn’t only use new data; they also use any data they’ve already been collecting (even if it’s never been put to use). I typically find that existing data can be a goldmine of insights and untapped ideas — just take a look at how LinkedIn’s AI-driven account prioritizer leveraged data to focus the sales team’s attention on valuable leads and increase renewal bookings by 8.08%, having previously relied on “intuition and fragmented data signals.”
Before diving into a new data tool, I also recommend doing some analysis on any existing sales data, such as information about past buyers and prospects. Gather your sales team and chat about what existing data you have and how you can use it to inform new decisions or strategies.
A data-driven sales team works closely with a customer relationship management (CRM) tool, such as HubSpot’s free CRM. A CRM database is highly valuable. It effectively replaces cluttered spreadsheets and disjointed tools — and it generates helpful sales reports (which you can also find in HubSpot’s Sales Hub).
A CRM can track all prospect and customer activity and automate even the most menial tasks, such as email follow-ups and contact updates. I find it also keeps your sales team aligned by making all of your sales data equally accessible.
Get full visibility into your sales process with HubSpot’s free sales reporting.
I’ve sometimes noticed that we’re typically very focused on what a lead or prospect does, but they’re not always the most important data points. Or, at least, I have found a wider look can paint a more complete picture. A data-driven sales team treats every prospect interaction with equal importance. Whether a prospect never responds or becomes a customer, every interaction can give your sales team valuable data and insight into what’s working.
Prospect interactions can tell you a few important things:
From initial contact, you can also track either 1) the sales cycle for the specific prospect or 2) which competitor you lost the prospect to. You can also gather demographic and psychographic information from each prospect who becomes a customer to further build out your buyer personas.
A data-driven sales team only pursues leads and prospects that prove to be good-fit customers — something that proper data can tell them. As I said above, sales data has the potential to save your sales team precious time and energy, as well as make your company more profitable.
To do this, your team must make use of the data it collects. Once you qualify good-fit leads, your team should know what data to look at to understand whether they should engage a new prospect. Perhaps you’ve defined a good-fit lead as a customer with a certain monthly revenue as well as a certain minimum of marketing team members. Encourage your team to focus their energy on prospects that fall into this category.
A data-driven sales team is constantly sharing best practices with one another. Perhaps one of your sales reps has learned a new way to use their sales data. Perhaps another has found a new approach that almost always guarantees a prospect response.
Regardless, your sales team should always be chatting about their best practices and approaches that don’t quite work. I recommend sharing this information through team-wide meetings or via one-on-ones between managers and reps.
Not only will this strengthen morale and act as a means of sales coaching and training, but I find it helps you continually keep your data — and how you use it — up-to-date. Sales data is an iterative process, and your sales team can help you constantly improve on how you use and apply it.
From teams who are so overwhelmed with data they can’t see the woods from the trees to those who are intimidated by even the thought of looking at detailed reports, I’ve seen every variation of a team that wants to be data-driven but doesn’t know how.
What I’ve learned is that business objectives and working backward are both key. There’s also no harm in starting with what you have and letting the next questions that come up naturally guide the way.
At all times, keep focused on insights over data. If the data is telling you a story as opposed to gathering dust, you’ll be much better equipped to make decisions and showcase your performance.
Editor’s note: This post was originally published in July 2020 and has been updated for comprehensiveness.
Picture hiring a promising sales rep. But three months in, they quit. Sound familiar? You’re not alone — 52% of top sales hires quit because of poor sales training or onboarding. On top of this, Ann Clifford, founder and president of Safari Solutions, notes that […]
SalesPicture hiring a promising sales rep. But three months in, they quit. Sound familiar? You’re not alone — 52% of top sales hires quit because of poor sales training or onboarding. On top of this, Ann Clifford, founder and president of Safari Solutions, notes that it takes three to nine months for new sales hires to hit their quotas.
Both situations put hiring resources and future company revenue at stake. The solution? A structured sales onboarding plan. Having the right training process that avoids turnover and grows revenue can allow you to keep great talent longer.
That may seem easier said than done. But, don’t worry. I spoke to several sales leaders to get their tips and tricks. Below, I’ll also share some of my favorite training materials and onboarding templates that can help you get a new team member started. Let’s dive in.
Table of Contents
HubSpot research found that the average sales rep tenure at a company is 18 months. With such a short window, developing efficient onboarding and training resources is crucial for hiring managers. Beyond that, orientation and sufficient product knowledge are keys to having successful sales representatives who stay far beyond the year-and-a-half mark. Other benefits you get from training your reps include:
Featured Resource: Sales Training Manual
Sales onboarding involves new salespeople and giving them all the tools they need to interact with buyers. A strong sales onboarding process should boost your salesperson’s confidence and help them get results quickly.
I’ve found that teams, including ours at HubSpot, look at a few different time frames when creating their onboarding plan. We’ll cover the following below:
You might think training starts on a new employee’s first day. However, successful sales teams start even earlier. If you want your new hires to come confident, consider pre-week onboarding. This can be an email, course, or quick video that gives your sales representatives more information on their roles and what they’ll learn during training.
Pre-week onboarding can help set expectations, that way your new hire isn’t left in the dark. Here’s what we do at HubSpot.
Before their official first day, new HubSpot sales hires experience “a day in the life” of a sales representative. In just 20 minutes, a new hire can see what their work will look like as a member of the sales team. From technical setup to call observation and activity shadowing, new representatives get an up-close look at the end goal of their training period.
Here are a few other items that we send along to new hires before their first day.
Whether your team works remotely or in the office, you need to get new hires’ tech set up so they can open up their laptop and get started. HubSpot’s people team makes sure that our new reps have email and relevant app access before the first day of work.
With a rep’s email, we can send new hire HR information ahead of time, as well as an agenda for training sessions. Having all of the relevant meetings already on their calendar helps our new team members know where to go and who to meet.
Pro tip: Be sure to remind your new hire to select a picture for their email and create an email signature.
The first day at a new job is like starting at a new school. You need to set aside time for new-hire orientation. At HubSpot, that includes one week of Foundations, a week-long set of sessions that help new hires learn about the company. After, there’s up to a week of department-specific training, allowing our reps to learn about the sales team specifically.
Your organization may not be able to dedicate a week and a half to foundational training. However, I highly recommend allowing one day for orientation. That allows your new reps to find and resolve any tech issues, learn about the company’s mission, and take an initial dive into the offering you sell.
Pro tip: Use the first day to take care of HR documentation, set them up with a computer, and introduce them to the company at a high level.
From there, you can set up one-on-one time with direct managers. That should include a coffee chat on day one, something I found helpful when I started at HubSpot. Later in the week, I met with my manager again to discuss my 30-60-90-day plan.
Another helpful program at HubSpot? We encourage new hires to have lunch with a veteran HubSpotter to learn more about the company. New hires also get a chance to ask a senior sales leader questions so they can get a better sense of what to expect.
Pro tip: Before day one, assign each new rep a “Welcome Buddy” who informally checks in with the new hire. They could answer questions and ensure the rep feels supported. This small step can reduce first-week anxiety and foster a sense of belonging right away.
The first month (30 days) for your new hire circles around learning about the company, available solutions, the internal organization, and their role. Here are a few topics you should cover in the first 30 days.
In the early stages of the sales training, you want to introduce your new sales member to the company and its values. The goal here is to make sure they fully grasp why your company exists and how you serve your customers.
Culture is a big part of getting the message across. If openness and collaboration matter to your sales team, new hires should see it in action during onboarding. Your new team members should feel comfortable asking any questions that come to mind. Reps who have been along for longer should guide the way.
“The social aspect of onboarding often doesn’t receive the attention it deserves,” says David Rubie-Todd, co-founder and marketing head at Sticker It. Social connections and company culture can differentiate your company, showing that you have an environment where the employee can thrive.
“For instance, organizing meet-and-greet sessions with colleagues or assigning a mentor can greatly facilitate the transition for new employees, helping them to feel a sense of belonging and camaraderie quickly,” Rubie-Todd says.
Rubie-Todd also notes that these cultural components create an atmosphere where employees can grow personally and professionally.
One of the most important parts of training and onboarding new sales hires is helping them understand the “why” behind their new role.
Scott Williamson, vice president of sales engineering at R. Williamson & Associates, warns, “It’s easy to teach someone the steps of the sales process, but helping them understand the reasoning behind it is crucial for their long-term success.”
Like Rubie-Todd, Williamson focuses on company values and the mission. Williamson says, “I want the new hire to understand why we exist and who we serve. This provides context for everything else they will learn.”
From there, Williamson’s team dives into the details of their sales methodology.
“As we review things like prospecting techniques, objection handling, and closing — I share stories and examples that illustrate why we do things this way. The reps who truly grasp the why end up internalizing it and selling with more passion and effectiveness,” Williamson says.
What will your rep be selling? Whether it’s pool supplies or software, it’s important to train them on how to administer, use, and see the value of your product or service. Proper product or service training lets new sales hires articulate the benefits of your products to address buyers’ unique needs.
At HubSpot, our new hires undergo extensive product and Inbound Marketing training. They learn how to use HubSpot products, like our CRM, Marketing, and Sales tools. The hands-on training involves building landing pages, setting up contacts, and presenting “final projects” at the end of their training cycle.
I love the time spent actually using our product. The projects built throughout training allow reps to show off their understanding of HubSpot tools. Managers can also gauge new hire progress.
Josh Ladick, president at GSA Focus, emphasizes product training in sales training. Ladick says, “Product knowledge and customer-engagement strategies are the fundamentals that empower new hires, giving them confidence and clarity when interacting with clients.”
Pro tip: Encourage new reps to use your product or service themselves as much as possible. First-hand experience builds confidence and allows them to speak authentically about how your solution solves customer pain points.
A successful sale often comes down to BANT: Budget, Authority, Need, and Timing. While determining budget and handling general price objections can be pretty straightforward for an experienced representative, the other three components require familiarity (and perhaps intimacy) with both the buyer and the market. Here’s why:
Getting the last three elements of BANT takes experience and training. Once a new hire understands who you’re selling to and what their needs are, you can more easily adapt your selling methods to these areas.
Once the sales representative completes their “information gathering” period, it’s time to give them hands-on experience. During this time, managers should empower new reps to improve their comfort level with the selling process. Reps should also work on developing sales processes and routines. Here are some helpful tactics to get you there.
An effective way to onboard a new sales rep is to pair them with one of your seasoned team members. This gives insights in real-time and lets them learn by watching. Have the new employee listen to calls, ask questions about workflow, and get a sense of the team’s strategy.
This training method pairs a new hire with a senior team member for individualized coaching. The personalized approach allows the new salesperson to receive direct feedback, tailored guidance, and mentorship that aligns with their strengths and areas for development.
Peer training involves a new hire learning directly from a colleague at their level rather than a senior leader. This method fosters collaboration, helps the new employee build relationships within their team, and creates a comfortable learning environment with less pressure. It also ensures that new hires quickly adapt to the team’s daily workflows.
Conducting roleplays during sales training helps new reps practice conversations. A team member acts as a prospective client, and the new rep can test different approaches to see what works for them.
This interactive method sharpens key skills such as objection handling, negotiation, and active listening. It also promotes teamwork and prepares the new sales representative for real-world scenarios.
Your new hire is likely going to work with some accounts already on the books. In some cases, they may be replacing an employee who has left, inheriting multiple clients. The representative should introduce themselves to points of contact for accounts that already exist. Beyond that, it’s time for your new rep to do some initial prospecting and outreach to begin filling their pipeline.
Conduct regular reviews with sales representatives to give constructive feedback, recognize achievements, and identify areas for improvement. Assess rep individual and team performance by focusing on key metrics, such as conversion rates, quota attainment, and sales cycle length.
This doesn’t have to be as formal as your team’s annual performance review. The goal here is to update the rep on their onboarding progress.
After 60 days, the representative should be comfortable and autonomous enough to apply their training and start making an impact as their pipeline opens up. Managers should ensure that new reps have everything they need to:
Once you’re sure your representatives are ready to hit the ground, here are some of the last things I suggest you do.
Set 30-, 60-, and 90-day goals. Calculate ramp rate based on the average number of months it takes a new salesperson to hit 100% (or close to) of quota. To make this more accurate, segment an average ramp period by experience. For example, it might take the typical veteran salesperson four months to ramp, while a freshly minted college grad requires nine months.
Sales onboarding can be challenging. You can lessen the challenges by assigning a mentor to help beyond your initial training period. At some organizations, a mentor is a more senior rep who can inspire new hires. At other companies, mentors are at the same level but have spent more time in the role, offering peer-to-peer advice.
Mentees can bounce questions, comments, and growing pains off their mentors. Mentorship provides new hires with perspective, guidance, and advice from someone outside their management team.
At HubSpot, new hires get paired with a mentor. Beyond the first few weeks, mentors can offer career advice, make important networking connections, and save salespeople from burnout. In my experience, pairing new hires with mentors sets them up for a longer, happier career with your company.
A sales manual is a guide that contains the background information of your company, the goals you want to achieve, and the selling process. These documents are a great way to standardize your sales agents’ orientation program.
You want to create a sales manual that becomes the go-to guide for new sales personnel. Naturally, the manual will guide them through their entire onboarding process. The manual should provide details about their job and technology access. A good sales manual also describes your target client and how to talk to them, as well as the do’s and don’ts of your selling process.
Pro tip: Sometimes, a sales manual will include technical guides, like how to log in to certain software or how to access a sales dialer. You can create these parts quickly and painlessly using HubSpot’s free Guide Creator, which captures step-by-step instructions with images.
Regularly update your sales manual based on feedback from new hires. If reps frequently ask the same questions or struggle with a particular process, refine the manual to address those gaps proactively.
Every sales training manual is different based on what the company sells, as well as its goals and objectives. Here are four examples of sales manuals you can use as a guide to write yours.
HubSpot has an elaborate onboarding process for its sales agents. The entire process takes 90 days. In the first 30 days, sales agents learn about HubSpot, our selling systems, solutions, customers, and everything else about what we offer.
For the next 30 days, the sales agent gets what I’d describe as a “trial process.” They start their sales journey by applying the concepts, principles, and lessons that they’ve learned. This is when an agent fashions their style through experimentation.
After 60 days, the sales agents are ready to work officially. The sales manager sets key performance indicators (KPIs) for the agent and provides what they need to achieve them. On the 90th day, the agent can monitor their progress and see what they can change for better results.
For more details on the 30/60/90 method, download the HubSpot Free Sales Training Manual.
What I like: HubSpot’s sales manual makes expectations clear for each milestone. Reps can easily benchmark where they are in the process and if they’re falling behind.
Jibu is a drinking water company with over 160 franchises in eight African countries. It has sold over 490 million liters, so it’s doing something right. One element of its success? Jibu’s sales agent training guide.
The sales manual template is split into two sections. The first part contains the company’s background information. This allows the sales agents to connect with the company and understand how things run across the organization. It includes:
The second part of the sales agent guide covers the selling process. Some things that the sales agent learns in this part include:
This part is crucial in ensuring that sales agents understand the company’s expectations on how they should carry themselves.
Check out the Jibu Sales Training and Development Guide PDF to see all the details.
What I like: This manual includes information about the company’s mission. This information can inspire reps, getting them fired up to sell. They’ll also know more about what sets Jibu apart so they can close deals more successfully.
This guide is ideal for a newbie in the sales department. Badge Sales Training Manual provides a comprehensive guide on all the basics of sales training. It defines sales and teaches you how to go about it.
In this guide, you’ll learn hacks like how to cut the sales training program time by 50%. This will ensure your sales agents are effective and you don’t spend months in the training session without getting results.
The Badger sales manual also teaches selling methods to ensure you choose those aligned with your products or services. Check out the Badger Sales Training PDF to learn the rudiments of sales.
What I like: This guide describes which sales tasks can be automated and by what tools. This manual can help you save time from the get-go so reps can close deals faster.
Trojan is a subsidiary of Hire Quest Direct that has been in the industry since 2002. They help companies look for workers in any field — most of whom are temp employees. Trojan has an intensive sales manual training guide that teaches its sales agents everything they need to sell its staffing services.
The manual also teaches the agents the importance of not over-glamorizing their services to manage the customers’ expectations. It also guides agents on what to do once a customer makes an order and the correct follow-up messages.
What I like: Trojan’s sales manual shares email and call templates their agents can use in different scenarios, making work easier for new recruits.
Your CRM is where you log calls, deals, and account information. Your reps use it every day, so you should spend real time getting new hires comfortable with the platform.
Include hands-on, project-based training such as entering new contacts, setting reminders, and logging communication. When appropriate, have them take a CRM certification exam. Most CRMs offer them, and it’s a great way to ensure new reps understand how to use the software.
You can find HubSpot’s free certification courses here.
Before your reps fly solo put multiple call reviews on the calendar. This can either be synchronous, with a manager sitting in the room with the rep listening in, or asynchronous by using a call recording platform. Managers can see how the call went and give helpful tips on how to improve.
You can also have new reps check out calls from your top performers. In my experience, this experience can be aspirational and expose new reps to tactics they may not have considered before. New hires can also learn from a variety of experience levels and a wider range of critiques.
Cover the main stages of the sales process and conversion rate benchmarks (on average, 10% of emails convert to connect calls, 20% of connect calls convert to discover calls, etc.). This will tell your new representatives where to prioritize efforts and what numbers they’ll be held to.
Playing the numbers game varies from business to business. This is a good time to share how your company performs in the market and the challenges of selling your specific offering.
How does your company prospect? Share common channels, number of touchpoints, and best practices. Outline how much research representatives should conduct and which details they should look for.
If you have any helpful templates or tools to automate some of the research process, be sure to share them. This can give your new rep a leg up.
Describe your ideal customer. If you’re a B2B company, teach your salespeople what a best-fit company looks like and which contacts they should try to get. If you’re B2C, describe the consumers that reps should target. I also recommend you lay out the foundation for how your organization assesses and communicates with decision-makers.
During the training process, make the time to orient new hires to your industry. That includes describing your competitors and what makes your offering a standout. You can either share a competitive analysis or turn the process into an exercise, having reps research your company and discussing at the end.
Be honest about where your product/service falls short of the competition and where it outperforms the rest of the market.
Incorporate good and bad examples into demo training and have everyone participate in role-play. Conduct reviews of new hire demos, connect calls, and close conversations. Include common objections that arise during your sales process, and let new hires respond to those objections before supplying them with ready-made scripts.
My rule of thumb is to provide positive feedback first, then move to areas for improvement. Foster this rule in your sales organization to create a team that embraces constructive criticism instead of being afraid or resentful.
Learning to use team or company technology (i.e., phones, video platforms, etc.) can be a tough and undocumented process. Train new hires on using your technological resources, and have them showcase their skills during a demo with you.
When they can troubleshoot basic issues — like asking prospects to mute their microphones if an echo arises during a presentation — they’re one step closer to being ready for a live call.
Even experienced representatives need to know how a company approaches the negotiation phase. What are your parameters for discounts and sales? What kind of judgment calls can your representatives make in terms of discounts? And, what is the etiquette for discussing these topics with prospects?
When buying a new car, I was paired with a new sales rep. I kept saying no to maintenance plans until the final offer — a deal so good that it didn’t even cover the cost of oil for regular changes. When the rep’s manager came in, he was genuinely surprised (if not a little annoyed) by the low cost of my plan.
The lesson here? Make it very clear what salespeople can and cannot offer to prospects. You don’t want to severely undercut your offering.
Will your representatives be in charge of onboarding new clients? In some cases, this responsibility falls to the customer success team. At smaller organizations, salespeople may work with clients on implementation.
Your new hire should know exactly where their role ends. If their job includes onboarding, share a checklist of what they need to guide clients through. If there’s a hand-off to a renewal manager or customer experience representative, ensure both parties should understand that process.
While this is not required in every role, I believe that certifications can be a helpful part of the new hire journey. Here at HubSpot, representatives are certified in inbound sales and inbound marketing. These reps also become certified in giving HubSpot demos. I’ve seen that really successful reps understand how these ideas work, customizing the inbound methodology to their personal sales processes.
So my recommendation? At the end of sales training, hold a certification exam for new reps. Certain passing scores must be met and managers are notified if further training is necessary.
Everyone should move through basic sales training to understand the goals, values, and customers that your sales organization prioritizes. From there, you need to provide relevant supplementary training for role-specific duties.
Your manual for an account executive should be different from a business development representative. If you’re bringing in a manager or executive, further training may be required to set them up for success. Any manuals or training materials should be tailored to each specific role.
Beyond that, you’ll want to localize training. HubSpot is a global company. I’ve heard from sales leaders across the organization that winning tactics vary by market. You need to train your reps on specific verticals or territories they’ll be targeting (i.e., when prospecting in the Pacific Northwest, phone calls convert at a higher rate than emails).
I’ve found that a good training process accounts for different learning styles and preferences. Use a range of sales training games and activities to keep your training engaging for all. Create a questionnaire to get feedback after training sessions to understand what the team liked and disliked about each session so you can develop your onboarding as you go.
Ramping up in sales is tough. But if you do it right, you’ll see big benefits. I’ve seen it right here at HubSpot. Reps who know how to sell drive revenue. Beyond that, the reps I’ve spoken to note that they’re more likely to stick around at companies where they feel supported by their managers.
Reps here have told me that they appreciate the company’s Foundations orientation program. They’ve learned from mentors and call reviews. These structures help them learn more about our product and processes, making their initial ramp smoother.
So, don’t skimp on new rep onboarding. Get it right, and you’ll enjoy the benefits of talent retention, high morale, and a high-quality sales strategy.
Editor’s note: This post was originally published in August 2019 and has been updated for comprehensiveness.
You‘ve probably seen interactive components on most websites these days, whether it’s a form that requires visitors to sign up or a link that fetches information. Have you ever wondered what happens behind the scenes? Where does your information go?
WebsiteYou‘ve probably seen interactive components on most websites these days, whether it’s a form that requires visitors to sign up or a link that fetches information. Have you ever wondered what happens behind the scenes? Where does your information go?
A strong sales strategy plan creates the foundation for a cohesive and successful sales organization. Sales strategies and initiatives also align salespeople on shared goals and empower them to do their best work — keeping them happy and successful, too. In this guide, I’ll dig […]
SalesA strong sales strategy plan creates the foundation for a cohesive and successful sales organization. Sales strategies and initiatives also align salespeople on shared goals and empower them to do their best work — keeping them happy and successful, too.
In this guide, I’ll dig into some sales strategies and initiatives that I’ve found can help you generate more leads and close more deals. But first, let’s define what a sales strategy is.
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Most strategies involve a detailed plan of best practices and processes set by management.
A clear sales strategy serves as a map for the growth of your business. Your sales strategy is key to future planning, problem-solving, goal-setting, and management.
An effective sales strategy can help you:
Next, let’s cover some of the sales strategies that I’ve found can be most effective.
The customer is the most important element to consider when choosing your business‘s sales strategy. Once you’ve addressed their needs, you can start thinking about your sales team. Your sales strategy should offer a framework that attracts and engages prospects — while simultaneously enabling your team to build relationships.
Prospects‘ and teams’ needs and interests vary, so your sales strategy shouldn’t be one-size-fits-all. Every sales org should draw up the type of sales strategy that works best for its priorities.
Here are some frameworks you can reference when putting yours together.
Outbound sales strategies are the legacy approach of most sales teams. In these systems, companies base their sales strategy on the seller, not the customer.
Outbound sales processes often include cold calling, purchasing email lists, and engaging in other cold prospecting techniques. As a result, daily success metrics are often based on the quantity of connections, not the quality.
Outbound sales teams often rely on manually-entered data to monitor their sales pipelines and coach their salespeople. To enhance efficiency, outbound sales teams may utilize software to automate certain tasks, though the integration might not be seamless. They may also run sales and marketing independently, which can create a disjointed experience for buyers.
Inbound sales strategies are the modern methodology for sales teams. Companies following an inbound approach base their sales processes on buyer actions, capturing seller and buyer data to monitor their pipelines and coach their salespeople.
Inbound sales strategies connect reps’ activities to the three stages of the buyer journey — awareness, consideration, and decision — encouraging sales teams to map their tactics to each step.
The inbound methodology also aligns sales and marketing, creating a seamless experience for buyers. Check out this post to learn more about inbound sales and how to develop an inbound sales process.
Nowadays, much of the information needed to evaluate a product is available online — empowering buyers and making them less reliant on sellers for product knowledge and insight. That means that if sales teams don’t align with the modern buyer’s process. If they fail to add value beyond the information already available online, then buyers will have no reason to engage with a sales team.
As I mentioned above, inbound sales benefits buyers at each stage of the buyer process, including:
Inbound sales teams help buyers become aware of potential problems or opportunities and discover strategies to solve those problems.
Then, buyers evaluate whether the salesperson can help with their problem, and if the buyer thinks they can, they’ll purchase a solution to their problem. Inbound sales reps are helpful and trustworthy, creating partnerships rather than power struggles.
The modern sales professionals should always act as helpful, consultative resources for prospects. Consultative selling is a strategy that leans into that trend. It places emphasis on leading with relationship building and positioning the right product after that connection has been established.
This brand of sales involves certain key actions, including balancing questions with insights, developing trust with extensive product knowledge, active listening, and letting feedback guide conversations.
Obviously, this is an extremely high-level overview of the strategy — for a more granular picture of how it works, check out this article.
Account-Based Selling (ABS) is a sales strategy that’s rooted in locking in on key, higher-value accounts as opposed to casting a wide net for a broad range of prospects. With ABS, salespeople are expected to identify and pursue specific accounts that have high conversion potential.
That means salespeople are expected to conduct thorough, thoughtful research on prospects to more effectively meet them where they are. The strategy also places emphasis on collaboration with marketing — sales teams lean on their marketing departments to create personalized, targeted content for each account.
Ultimately, successfully executed Account-Based Selling rests on a sales team’s ability to take a granular approach to really lock in on individual prospects’ needs and interests. Salespeople leveraging the strategy also need to know how to prioritize the accounts they pursue.
ABS can be extremely effective if it’s done right, but it does come with its share of risk — if your sales org elects to forego reaching out to a wide range of prospects in favor of connecting with key accounts, you generally have less room for error.
Partner selling is a sales strategy that requires forming strategic partnerships with adjacent brands. With partner selling, your company gains access to new markets through promotion from your partner.
Ideally, your partner will have their own client base. This is generally preferred because it means sales teams can tap into a new market without spending weeks or months researching potential leads and refining messaging strategies.
The downside of partner selling is that your in-house sales team may not be the ones directly selling to customers. This means you’ll need to rely on your partner’s sales teams to do the work and trust they’re portraying your company in the most favorable light.
A smart salesperson knows that the best way to make a sale is to describe the benefits and value of the purchase. While most salespeople throw this strategy into their everyday sales conversations, it has a name: value-based selling.
Value-based selling focuses on selling the positives and benefits of your products and services. To effectively use this strategy, your sales team needs to dig deep into your ideal client’s pain points and understand their challenges.
When done correctly, value-based selling is effective. It helps build relationships with your clients, while also positioning your company as an industry solution.
For a look at some other key methodologies that can inform your sales strategy, check out this article.
Below, I’ll walk through how to create a sales strategy plan for your team.
The most effective sales strategies involve the entire organization. Sure, individual sales pros may excel in one strategy over another, but to really drive the point home and close more deals, you need everyone on the same page.
Check out these practical (and effective!) sales strategies. Choose the ones that best fit your brand and train your team on how to use them.
Focusing on online sales is a great sales strategy, but it requires the help of your marketing team. To understand how effective social media marketing is for online sales, let’s look at some data from Statista. Statista surveyed marketers across the globe and found:
There’s no doubt social media brings about increased online sales. However, while it may be tempting to jump on the hottest social media trend or just go wherever your competitors are, that probably won’t be your best choice. Instead, be diligent about figuring out where your target customers are spending their time and meet them where they’re most active.
For some companies, that means advertising on TikTok. And for others, that means avoiding TikTok in favor of focusing on LinkedIn.
Pro tip: Social media was built for connections. You may need to adjust your tone and voice to match different platforms. You’ll want your content to blend in naturally with the platform and not seem out of place.
Thought leadership is more than just a trendy buzzword. It’s a sales and marketing strategy designed to position your company as a leader in the industry. It takes dedication and cross-department collaboration. When done correctly, it helps build an undeniable brand narrative that attracts the right leads.
Sharing advice, tried-and-true best practices, and niche expertise are some of the most long-lasting ways to build a brand narrative and lend more credibility to your organization.
That’s what thought leaders do.
An Edelman report found that “Thought leadership is one of the most effective tools an organization can use to demonstrate its value to customers during a tough economy — even more so than traditional advertising or product marketing, according to B2B buyers.”
According to the study, 61% of decision-makers believed that thought leadership could be moderately or very effective in demonstrating the value of a company’s products.
So what’s the catch? Not all thought leadership content is created equal.
Thought leadership can have a huge positive impact, but poor thought leadership can be devastating to a company’s sales goals. So, before you plan a spree of LinkedIn posts to drive leads, consider:
Then, consider which of your employees should engage with your thought leadership strategy. Thought leaders can be anyone in your organization, including:
Also, it may not hurt to have a second set of eyes from your marketing, communication, and PR departments review your plan first to make sure everything is on-brand (and trackable!).
You and your sales team know your process better than anyone. So take it from me — if you’ve seen success with pitching with pricing first, last, or somewhere in between, stick with what’s working for you.
Beyond that, your team should always prioritize the prospects who come to you. These hot leads are definitely interested in what you have to sell, and before they make a decision, they want to get the information they need about how it will benefit them.
By prioritizing talking to these prospects as soon as they call in or send an email, you’re putting your best foot forward and showing them that you’re helpful, solutions-oriented, and considerate of their time.
47% of sales pros who offer buyers self-service tools are more likely to be over their sales goals compared to pros who do not offer those kinds of tools.
So, what’s the best way to get prospects interested in your offerings? A free trial.
Free trials give potential customers the opportunity to test your product out before committing to it. This sales strategy helps create interest while also nudging leads through the conversion funnel.
Pro tip: To encourage users to switch to a paid version, you can place restrictions on your free version, such as limited features or usage caps — but it’s important to ensure that people still have a positive experience with the free trial.
In sales, cold calling is unavoidable. But it doesn’t have to be miserable. There are a number of cold-calling techniques that really work, including HubSpot’s bulletproof cold-calling template.
I would also highly recommend using HubSpot Sales Hub‘s playbooks and conversation intelligence features here. Playbooks allow you to store call scripts for various scenarios along with other resources in a centralized database — it helps reps adjust their approach on the fly whenever needed.
Conversation intelligence records and stores calls directly within the platform. It then lets you examine each call and leave feedback on any given moment within a conversation.
Pro tip: If your reps are feeling nervous, have them practice cold calls with one another before making actual calls. In my experience, that can be a great way to boost a sales team’s confidence and get everyone comfortable with the script.
Pitching can be the make-or-break moment in a sales strategy. The sales pitch has to be a powerful, compelling presentation, but it also can’t come on too strong — otherwise, you risk scaring away the prospect.
To strike this balance, study the elements of a successful sales pitch and craft a narrative that illustrates to prospects how they’ll benefit from making the purchase. Test your presentations on a few loyal customers and gather their feedback, helping you optimize your pitch and ensure it clearly demonstrates your product’s value-add.
Pro tip: Involve your marketing team to help you create a successful sales pitch. Your marketers understand your audience and can help you craft a better, more compelling message to share with your sales team.
Prospects want to purchase a means to improve their own operations. So, after you walk through your offering, you have to personalize your explanation of its benefits.
Remember how I mentioned value-based selling? It’s an effective sales strategy your entire team can implement. Focus on highlighting how your company can help each individual prospect in a way that’s valuable to them.
For example, if you’re selling customer service software to a small business that has no experience with similar tools, it’s your job to educate them on how your solution can add value in a small business setting. In this context, explaining how you’ve helped large customers manage hundreds of employees would be completely irrelevant and perhaps even confusing.
With this personalized approach, your prospects will have an easier time seeing how they can use your product or service, instead of getting stuck debating what they’ll even use it for.
In sales conversations, you should expect to come across clients with unique demands. Every company has its own structures and needs, so encountering some variability is only natural.
As Marco Sandrone, a sales leader for the global staffing company Gi Group, explains, “Sales is a dynamic and competitive field that requires constant learning and improvement … that’s why one of the key skills that salespeople need to succeed in today’s fast-changing business environment is adaptability.”
Sandrone notes that adaptability allows teams to adjust to different situations and circumstances. Sales people can then “respond effectively to new challenges and opportunities. It involves being flexible, creative, and resilient in the face of change,” Sandrone says.
You can’t say yes to everything. But instead of immediately saying “we won’t” or “we can’t” to every customer requirement, make sure your sales strategy (and your reps!) is adaptable and able to accommodate your customers’ requests.
How your team closes a sale is just as important as how they start the conversation. Encourage clear, concise, and firm closing techniques to make sure your sales team sets the right expectations and delivers on their promises.
Keeping a list of proven, go-to closing techniques will help salespeople routinely win deals. Some of my favorite techniques include:
Pro tip: 47% of sales pros use generative AI to write sales content or outreach methods. Consider giving your team access to an AI tool like Claude or ChatGPT to support their sales messaging.
To further improve your team’s closing techniques and learn to close deals with confidence, check out this free, downloadable Sales Closing Guide.
Account management is an incredibly important part of the sales process, as this is how your team fosters loyal, happy customers and identifies cross-selling and upselling opportunities.
So, after your sales team sees success with its sales strategy, it’s vital to form a partnership between the sales team and customer service/success teams.
Remember: Ensuring customers’ continued satisfaction with your product or service will make them more likely to do business with your company again. You may even inspire them to advocate for it proactively.
Now that you have the template you need, let’s go over how you can build a sales strategy.
Your company needs a solid sales strategy to be successful. Adding AI to your sales strategy improves your sales processes while helping reps close more deals. In fact, Salesforce found that 83% of sales reps who use AI see revenue growth compared to 66% of sales reps who do not.
Below, I outline how to build a comprehensive sales plan and give you practical tips on how to incorporate AI to support your strategy.
Setting goals is a no-brainer for most sales teams. Otherwise, how will you know whether you’re executing the right activities or achieving the best results? There are three strategies that I’ve found can be particularly helpful in developing clear organizational goals for a sales strategy.
Avoid developing sales goals in a silo. Instead, be sure to get input from stakeholders across the organization, as every department is held accountable to the company’s bottom line.
SMART stands for specific, measurable, attainable, relevant, and time-bound. Setting SMART goals can help your team simplify and track complex, long-term sales goals.
For example, a specific, measurable, and time-bound goal could be to sell 150% of the projected sales quota in Q2. Your internal team can propose this goal and then decide whether it is both relevant and attainable (attainability is particularly important because setting unrealistic goals can harm team motivation).
If you’re creating a team-specific strategy, you may also want to set goals for individual team members. Building ownership and accountability into sales goals can help keep your team aligned, and it also makes your sales strategy more cohesive.
Pro tip: Use an AI agent to help you further develop and refine your goals. For example, if you’re having trouble creating SMART goals, AI can help you develop a realistic plan for your sales team.
A detailed profile of your target customer — a buyer persona — is an essential component of an effective sales strategy. Below, I’ve outlined the key steps to take when creating a buyer persona to ensure you come up with a useful profile:
First, look at your industry as a whole. Get a sense of your ideal customer’s company size, psychographics, and buying process. You may want to look at industry trends, too.
Next, do some market research. This template can help you streamline the process and understand which types of research will be best for your business.
You may also want to do some competitor analysis at this stage. Once you know the strengths and weaknesses of competing brands, you can more easily find gaps that you can fill for specific customers.
Finally, make sure your product offering outlines the benefits of your product for your target customer. It’s important to use insights from your customer profile to emphasize features that solve your target customer’s pain points.
Your business may already have a clear value proposition — but if not, you can use these free value proposition templates to draft one.
Be sure to schedule time to update and refine your buyer persona to make sure it stays aligned with current customer trends and expectations.
Pro tip: AI is a fantastic tool to help you create your buyer persona. Once you’ve conducted your research, consider using that information to create a CustomGPT. A CustomGPT can act as your ideal client, helping you refine your messaging and develop a sales strategy that better resonates with your audience.
To develop an effective sales strategy, you need to have a powerful sales team in place. That means investing in hiring, onboarding, and retaining top talent. Specifically, I have learned that there are three key components of building (and keeping) a supportive, successful sales team:
First and foremost, create a list of criteria for sales managers to screen for when interviewing candidates. A well-defined job description and competency framework are also useful. These tools can help your team recruit and retain top talent.
Your training and onboarding program should prepare your sales team to sell effectively and efficiently. It should also help sales reps build advanced skills and industry knowledge.
But what if you don’t have the resources to develop comprehensive training in-house? In these situations, it may be worth considering combining organization-specific training with online sales training programs.
Finally, once you’ve built a strong team, it’s vital to ensure your compensation plan is set up to motivate and retain them.
Many organizations connect sales compensation to organizational sales goals, but regardless of the specific compensation plan you choose, make sure that it meets or exceeds industry expectations. It should also inspire your team to celebrate individual and team achievements.
Now, it’s time to put together a detailed plan for how to target potential customers and increase their awareness of your offering. This may include using paid social acquisition channels, creating e-books, hosting webinars, and the many other strategies laid out in this article.
Featured Resource: Sales Plan Template
Download the Template for Free
As you create your sales plan, here are some of my top tips to remember:
Targeted positioning will help your team create a foundation for reaching your top-priority audiences. It will also help you choose the best channels and tactics for each campaign, boosting your chances of increasing demand and identifying qualified leads with your sales strategy.
In my experience, clear goals are critical both to help you stay motivated and to make sure you’re able to track the effectiveness of your sales strategies. Tracking these metrics can also help you change or update your strategies to increase their effectiveness over time.
Once you’ve generated some demand, it’s time to start converting. Of course, not every lead generation opportunity translates into a qualified lead or sales opportunity.
As you track your newly generated demand, find ways to align your processes with your buyers’ journeys. Then, use sales automation tools to manage your leads and create personalized follow-ups. This can help every rep on your team send the right message at the right time.
It’s also essential to build in time to review your metrics. Then, you can use A/B testing, customer feedback, and sales team insights to refine your sales strategy plan further.
Pro tip: AI sales tools can help optimize your sales processes. Some tools can help your team quickly identify hot leads, while others help verify data, like phone numbers, to make cold outreach more effective. Review your strategy to identify areas of improvement, then look for an AI tool that can help fill in those gaps.
Once you’ve set up your infrastructure, you’ll want to start creating procedures for tracking performance on the individual, team, and company levels. Tracking your efforts is imperative to optimize your processes and practices for future growth. Even if you’re just getting started with setting benchmarks for the team, write those goals down and track your progress toward them.
This can take the form of quarterly KPIs, weekly dashboards, monthly reviews, or some combination of all three. Whatever cadence you choose, your process should also highlight the specific metrics that the team should focus on.
If you’re not sure where to start, these commonly-used KPIs can help you align performance expectations with sales goals:
While business KPIs are useful for the long-term, fast-moving industries may need real-time tracking as well. To get an at-a-glance look at sales team performance, I’d suggest looking into tools that can give you instant visibility, such as HubSpot’s Sales Hub.
It’s also a good idea to consider using a dedicated AI sales tool. 52% of sales pros use tools like these for forecasting and analysis. Real-time insights can help you quickly find and address issues, creating opportunities for proactive sales performance management.
Ultimately, tracking performance metrics gives you the data you need to offer constructive feedback and coaching to each member of your team. Whether you communicate via one-on-one meetings, performance reviews, or team huddles, it’s important to make space for these conversations. Regularly sharing and discussing performance data is a great way to understand performance gaps, offer guidance, and share best practices.
Pro tip: 40-65% of salespeople say AI saves them at least an hour of time each week. Consider implementing an AI tool with advanced reporting capabilities to cut down the time your team spends on data analysis.
Data is key to an effective sales strategy plan. With sales activity metrics, you can go beyond individual team performance to understand your entire sales operation.
Sales activity metrics can help you understand how the team approaches day-to-day sales as a whole. I’ve found that it can be helpful to track everything from the sales presentation to closing techniques.
Specifically, collect data to see how your sales team performs beyond call or deal numbers in activities, such as:
Comparing this data to other goal metrics can show you patterns, best practices, and areas for improvement.
It’s also vital to make sure you’re tracking where your prospects are coming from. For example, if you’ll be publishing thought leadership content or sourcing leads from social media, make sure that any link you share is trackable with a UTM parameter.
Trackable links aren’t just valuable for learning which channels are generating the most leads. They can also help you focus your resources on the channels that generate the most relevant, qualified leads for driving sales.
Once you have a complete set of analytics to track your strategy, use that data to refine your sales strategies, team knowledge, and plans. A clear, data-driven process will make it easier to use customer feedback to grow your sales. It will also give your sales team the agility to adapt to industry and market changes that may impact your business down the road.
Businesses should always be looking for ways to innovate their approach to sales. Of course, it can be hard to know where to start — so here are some creative initiatives that can help sales reps and teams jumpstart their performance, stand out from the competition, and boost team productivity.
Buyer personas inform all kinds of activity at your business, including (and most importantly) who your marketing and sales teams pursue as customers.
As your market and company shift, your buyer personas can become out-of-date, causing your sales team’s work to become stagnant and ineffective. As such, it’s critical to work with your marketing team to refresh your buyer personas regularly to best equip your sales team for prospecting and outreach.
Pro tip: If you’ve created a CustomGPT for your buyer persona, update your AI chatbot with new information as it becomes available. This can help you and your team create better sales pitches as your target audience evolves.
To align your sales team with your company’s marketing efforts, create and honor a service-level agreement (SLA) between your sales and marketing teams. This agreement will detail how each team can support each other, contribute to each other’s goals, and honor boundaries in a way that still moves prospects toward conversion.
Download our free SLA Template for Sales & Marketing to align sales and marketing goals and activities.
Successful sales teams and strategies require the right tools.
HubSpot’s all-in-one CRM eliminates manual work and streamlines your sales activity and data. It also keeps your sales team up-to-date about all relevant activity with your prospects, enabling new levels of transparency to motivate and align your team.
You can also use it alongside HubSpot’s marketing analytics software to get a complete overview of how prospects move throughout your sales funnels and streamline operations on both sales and marketing fronts.
Just because prospects aren’t customers yet doesn’t mean they don’t have valuable feedback to offer.
As you move prospects through the sales funnel (and especially when they drop off), ask for candid feedback about their experience with your team and products. Even if they’ve lost interest, you may learn something that can help you convert your next prospect.
The best sales teams align not only with their customers but also with their coworkers.
Sales is a difficult career, and without proper encouragement and camaraderie, people can easily become burned out. So, to keep your sales team feeling satisfied and supported, don’t forget to invest in sales development and team-building activities.
Below, I’ve analyzed two incredibly high-performing sales teams to help shed light on how their unique sales strategies helped them achieve success.
Founded in 2006, HubSpot has grown to serve more than 184,000 customers in over 120 countries, bringing in more than $1.7 billion in annual revenue. HubSpot IPO’d in 2014, and the company is now valued at over $24.63 billion.
Here are a few pages from the HubSpot sales strategy playbook.
HubSpot started by defining a list of attributes that made a successful sales rep: Strong work ethic, coachability, intelligence, passion, preparation and knowledge of HubSpot, adaptability to change, prior success, organizational skills, competitiveness, and brevity.
From there, the team established a repeatable process to evaluate candidates during interviews based on these weighted criteria.
Next, the team outlined its unique value proposition, target customer, competition, most common objections, product features and benefits, and so forth. Hubspot then created a hands-on training program. This curriculum would not only imitate the sales process for reps before they actually began selling but also allow them to experience their target customers’ pain points for themselves.
Today, a large part of HubSpot’s training program involves having reps create their own website and blog and then drive traffic to it. This exercise allows reps to better understand and support potential customers in the future. The organization also uses exams, certification programs, and presentations to measure each rep’s performance.
After employees are onboarded, HubSpot continues tracking their progress throughout the various stages of its sales process. The primary criteria the team looks at include leads created, leads worked, demos delivered, and leads won. Then, these criteria are measured against each other to create ratios such as leads created versus leads won.
Finally, HubSpot’s sales leaders track each stage in the process, so that if a rep is struggling with any particular metric, they can dig deeper to understand why that’s the case and what they can do to help.
In addition, HubSpot’s sales and marketing teams work closely together in a process affectionately known as “Smarketing.” This helps both organizations collaboratively generate consistent leads each month.
Thanks to this process, marketing teams understand which qualities a lead needs to meet before it’s handed over to sales, as well as how many of those qualified leads it must create each month to meet sales projections.
At the same time, the sales team understands how long they should wait before contacting a lead and how many attempts they should make to contact that lead. All of these decisions are led by data and science, rather than guesswork or gut feelings.
Known for its consistent sales momentum and customer satisfaction, Shopify offers another great example of a highly successful sales organization. In a recent press release, Loren Padelford, a Shopify VP and general manager of Shopify Plus, shared his secret sauce for boosting sales.
Hiring is arguably one of the most essential components of a great sales strategy. Many sales managers, though, are misled into believing that they must hire sales superstars.
Instead, Padelford looks for six key traits when hiring salespeople: intelligence, work ethic, a history of success, creativity, entrepreneurship, and competitiveness.
The truth is that sales teams must first look for great people. Then, you can train them to help them become great salespeople.
Padelford describes how, thanks to modern digital tools, we can now measure sales down to the second. We can explain success with cold, hard data points, rather than turning to vague, qualitative assessments.
As such, every sales team today should be tracking their average deal size, average sales cycle length, lead-to-deal conversion rate, calls per day per rep, and the number of deals in the pipeline.
When tracked over time, each of these metrics can inform companies about the health of their sales process and help them pinpoint areas where they need to improve.
Before Padelford took over the sales process at Shopify, sales reps would manually log phone calls and emails into a CRM, consuming five precious hours each week. With a sales force of 26 reps, that added up to 130 wasted hours per week.
Realizing this misuse of time and capital, Padelford led Shopify to adopt the HubSpot CRM. With this modern CRM, Shopify’s sales reps were able to receive notifications when prospects opened their emails, clicked links, and viewed document attachments.
In addition, its prospecting tool gave reps access to more than 19 million prospects, as well as detailed information about these prospects, such as estimated revenue, number of employees, suggested email addresses, and so on.
Shopify uses a 4/5 Threshold to filter out unqualified leads, thereby allowing its sales reps to focus on selling to leads who have a higher probability of becoming customers.
To evaluate whether a lead is qualified, a rep must have a concrete answer to four of the following five variables:
Every company can benefit from crafting a sales strategy plan. The free template below includes everything you’ll need to customize your strategy for your business and sales team.
Most importantly, regardless of what strategy you choose, always implement a buyer-first approach. With the strategies, initiatives, and examples described above, you’ll be on your way to leading a successful, high-performance sales team.
Editor’s note: This post was originally written in April 2020 and has been updated for comprehensiveness.
I love the Back to the Future series, especially Part II where we see “the future.” Of course, the most famous part of our promised 2015 was the Mattel Hoverboard. A decade later, and I’m still waiting to glide down the sidewalk on my hoverboard. […]
MarketingI love the Back to the Future series, especially Part II where we see “the future.” Of course, the most famous part of our promised 2015 was the Mattel Hoverboard. A decade later, and I’m still waiting to glide down the sidewalk on my hoverboard.
The pattern of excitement, overpromising, and then reality isn’t relegated to the movies. Because I’m a marketer, AI tools have flooded my working world with the promise of revolutionizing my department and company.
The latest push centers on agentic AI. I’ve found AI agents helpful in some capacities — saving me time, automating repetitive tasks, and assisting with research. But have they reached their full potential? Not yet.
Agentic AI offers impressive advances in technology. But many companies haven’t realized AI’s potential yet — and they’re still not fully ready to implement agentic AI for maximum benefit.
Let’s talk about where AI agents fit into marketing today, the real benefits they can deliver to your marketing team, and what the future could hold.
Table of Contents
Essentially, you give an agentic AI a goal and allow it to figure out what to do and then do it. An AI agent goes beyond basic automation by adapting and responding to tasks without human prompting. It’s an agent you put into the world to do things.
This is an early space, but demand is growing: The AI agent market is expected to grow to $47 billion by 2030. Expect to see more AI agents populating the marketing space soon.
Marketing today demands two things above everything else: speed and personalization.
Audiences always expect better marketing — they want their marketing messages to feel timely, relevant, and real to their experience. But marketing teams are stretched thin, being asked to deliver that individualized experience at scale across more customer segments, channels, and product lines. And, of course, to do so with tighter marketing budgets and timelines.
Agentic AI fills that gap.
Most people hear “AI” and think of a generative AI tool like ChatGPT or DALL-E. And these AI tools have already influenced digital marketing by helping teams brainstorm ideas, draft content, and automate simple tasks. Agentic AI builds on that foundation — managing the workflows within the team and executing actions with much less human involvement.
Right now, AI agents for marketing show up in four key areas:
The common thread across these use cases is workflow automation. Agentic AI offers marketing teams freedom from draining, repetitive work tasks like drafting social copy, pulling reports, or triggering customer messages.
Unlike their chat-based or bot counterparts, AI agents can run with greater autonomy within their pre-designed boxes. Once set up, they can listen for triggers, take action, and adjust outputs based on real-time data — all (mostly) on their own.
Mind you: AI agents don’t replace strategy or creativity. Instead, they give marketers more time and energy to focus on those things.
That said, part of agentic AI’s challenge today is separating its specific use cases from “AI” as a general concept. Many companies are still discovering what AI is, let alone how to plug it into their operations and grant it more decision-making authority.
The data reflects this challenge: McKinsey found that, while 55% of organizations use generative AI in some capacity, over 80% haven’t seen measurable impacts on enterprise-level earnings. If AI broadly hasn’t driven bottom-line benefits yet, it’s understandable that leaders might hesitate to invest more — even if agentic AI offers something more advanced.
Gartner projects that 33% of enterprise software will include true agentic AI by 2028 — up from less than 1% today. The potential is clear, as is the utility. But for most marketing teams, agentic AI’s actual power lies just over the horizon.
Even though AI agents haven’t reached their full potential, they offer interesting (if mostly incremental) benefits for any marketing team. The common ones you’ll find are faster content creation, personalized customer experiences, and increased team efficiency.
That said, I asked a few marketing experts about benefits beyond the basics. Here’s what they shared.
Who’s ready to redesign their landing page again? Every marketer who’s undergone that process knows the linear steps you take to pick a target audience, build a campaign, test, and repeat.
Ross Simmonds, founder of Foundation Marketing and Distribution AI, sees agentic AI’s power in adding another dimension to the grind of this build-and-test process.
“One surprising way AI agents are reshaping marketing workflows is by parallelizing variant work,” said Simmonds. “Historically, marketers tackled tasks like writing landing pages or emails in a linear process: one industry, one page, one campaign at a time.”
“But with AI agents, you can now create 5-10 variations of the same asset — tailored by industry, persona, or geography — simultaneously. What once took days or weeks can now be completed in hours.”
Part of that benefit comes from what Simmonds calls “autonomous quality assurance” — an important trust-building piece of AI as a teammate.
“Trained AI agents can review documents for brand voice, grammar, tone, and formatting errors at scale,” he said. “Instead of manual checks, these agents can flag inconsistencies across hundreds of assets in minutes, freeing up marketers for more strategic tasks.”
You’ll find plenty of chatter about using agentic AI to handle repetitive marketing tasks. But Sergey Ermakovich, CMO at HasData, pushes marketers to widen their thinking on using AI’s data-crunching capabilities for decision-making.
“An aspect [marketers] don’t think about is its adaptive decision-making,” said Ermakovich. “AI scans through first-party data at scale. Then, change customer segmentation depending on behavioral triggers. It can shift a customer to a high-intent audience segment after they abandon their cart. The adjustment happens in real-time and at a frequency and precision that a human team cannot match.”
This process removes many of the barriers that those repetitive tasks create.
“It creates a personalized customer journey that optimizes conversion from each moment and interaction,” said Ermakovich. “The optimization isn’t dependent on scheduled campaigns or A/B tests.”
Customer segmentation has long been a focus of marketing research and tools — how do you more effectively reach the right people? Anastasia Parokha, head of marketing at Creative Fabrica, sees an opportunity to get incredibly tactical by using AI for real-time micro-segmentation. And she thinks it’s a gap in many teams’ marketing strategies.
“Modern AI models are trained to analyze user behavior in real time and even adjust your content. Now, you can create specific micro-groups of audiences that help you personalize content,” she said.
She also notes many marketers still doubt this approach because they worry about uniqueness or authenticity.
My advice is to take a hybrid approach, such as using AI for lower-risk tasks,” said Parokha. “This could be A/B testing or copywriting for emails. After that, you can expand the role of AI in marketing because you will be the one to train it. The key is to collaborate and continuously improve the artificial intelligence models you use in your work.”
In my list of the best AI agents for marketing, you’ll notice a theme: workflow automation and assistance. That’s really where the wall is now — we’re waiting to cross the autonomy threshold. But, in the meantime, these are solid tools to help your marketing team save time, enhance personalization, and optimize campaigns with far less manual work.
I’ve found the more specialized the agent’s purpose, the better the results. Such an idea seems straightforward in theory, but it’s much trickier to implement in practice.
That’s why I like HubSpot’s Breeze AI agents. You can deploy agents focused entirely on content generation, customer inquiries, prospecting, social media, or knowledge base development.
For instance, I’ve been on a landing page split testing kick lately, and retargeting landing page content is a perfect use case for an AI agent.
Plus, if you use HubSpot’s platform, your internal data can inform more tailored answers for customers and better results for your team. No confusing integration points or additional tools required.
Pricing: Some parts of Breeze AI, like Copilot, are available for free with a HubSpot plan. These advanced agents need a Professional plan (starting at $800/month) or Enterprise plan (starting at $3,600/month).
ZBrain AI agents are great options for AI power users and enterprise-level buyers. Integrating AI agents is one of the largest hurdles facing enterprises, and ZBrain can help solve that problem.
I really like ZBrain’s “Agent Store,” with a gigantic selection of pre-built and curated agents. Technical proficiency needs can slow down many enthusiastic AI adopters within the enterprise setting, so having it laid out so “plug-n-play” style is fantastic.
ZBrain a “low-code” option, but even with the Agent Store I’d recommend at least intermediate levels of AI know-how before investing. It’s a powerful work suite and comes with a heftier price tag to boot. But, when you’re ready to scale agentic work, lean on ZBrain.
Pricing: ZBrain starts at $999/month, with custom enterprise quoting available.
For a tactical marketing AI assistant, Chatsonic by Writesonic does some fine work. It’s built for content creation but extends across the entire process, from generating ideas your audiences like to analyzing performance automatically.
I like Chatsonic’s multimodal approach — it combines multiple models like ChatGPT, Claude, and Gemini in the content creation process. I’ve found each model to be more adept at certain kinds of writing and other creation tasks, so it’s nice to have it all under one digital umbrella.
Pricing: Start for free with Chatsonic or upgrade starting at $16/month/user.
Salesforce has recently thrown a lot of its weight behind agentic AI integrated into its suite. Agentforce provides agentic assistance for automating customer service, sales, and marketing operations.
If you keep your Salesforce databases updated, you have tons of data at your disposal for conversational AI tools and predictive analytics to anticipate your customers’ needs.
Like any company-specific offering, I’d advise you to think carefully about integration requirements.
Pricing: Agentforce’s pricing rolls into your Salesforce contract. You can get a dose of Agentforce for free with Salesforce Foundations — after that, expect a consumption-based pricing model of $2/conversation.
Relevance AI isn’t totally no-code, but its platform makes creating and launching AI agents much easier than coding them on your own.
For marketing, the company highlights its “AI Lifecycle Marketing Agent,” focused on customer research and outreach management. That’s a useful need, especially for smaller teams.
Pricing: Relevance AI will give you 100 credits per day on its free plan. The Team Plan will run you $199/month with 100,000 credits for some real agentic horsepower.
If coding isn’t your jam, SmythOS offers a solid no-code platform to help your team build and deploy AI agents. You assemble your agent using a drag-and-drop interface, making it a more visually appealing process (and less complex). I like SmythOS’s pre-built modules and templates for common tasks, so you don’t get caught in a building loop of your own.
It’s a good place to handle workflows and repetitive tasks — where agentic AI is most useful now.
Pricing: You can use SmythOS on a limited free plan or jump into a paid plan starting at $39/month. It also scales from startup to enterprise sizes, depending on your needs.
I asked several marketing experts to share their experiences and challenges with AI today. Here’s what they told me.
Even with powerful tools and low/no-code options available, operational integration remains a massive hurdle to clear. As companies grow their staff count and tech stack, the number of integration points expands faster than some people expect.
When it comes time to integrate a new resource like agentic AI, marketing leaders can hit some difficult walls. Jose Fuente, marketing lead at SYMVOLT, shares more.
“AI tools often struggle to mesh seamlessly with legacy systems, creating data silos that hinder performance,” Fuente said. “Add to this the technical expertise required for implementation, and it’s clear why adoption rates can lag behind expectations.”
However, integration challenges shouldn’t halt progress forever. Fuente shares her solution for pushing past these barriers.
“We [marketers] can overcome this by focusing on solutions with dynamic API integrations and partnering with AI specialists for smoother implementation,” she said.
“Pilot programs are also invaluable as they allow teams to test and refine processes before scaling up. The broader trend here is about shifting mindsets. AI isn‘t just a shiny new tool; it’s a co-worker that thrives on collaboration.”
It’s 10PM — do you know where your data is? Proper data management was hard enough before AI tools clamored for access. Without clear structures and guidelines for data collection, management, and use, agentic AI can stall out before it hits velocity.
Sean Clancy, managing director at SEO Gold Coast, shares why specificity of data shared with AI matters.
“The hard part is training it on what’s actually important. Marketers throw everything at these tools without showing what a ‘bad’ campaign looks like in context,” he said.
“I’ve seen better results when teams feed in a few messy past campaigns first. Let the agent learn from those before giving it new material. This makes the checks more relevant and the alerts more useful.”
Clancy continues by noting that’s when marketing teams actually accomplish things with agentic AI.
“You stop wasting time on things that don‘t move the needle, and your team doesn’t need to babysit live campaigns hour by hour,” he said. “It’s a quiet shift, but it changes how teams catch problems before they become expensive.”
You might build it, but they might not come. I believe employee distrust of AI is your biggest barrier to adoption. If people don’t understand, care, or want to use these tools, they’ll flop.
It’s a challenge that Vrutika Patel, CMO of Cambay Tiger, met head-on when using AI to run hyper-local campaigns.
“Our team worried about job security and learning curves. We overcame this by starting small — training staff on one AI tool at a time and celebrating early wins,” she said.
“Begin with a clear problem to solve. For us, it was proving our freshness claims to specific neighborhoods. We matched delivery speed data with customer locations to create tailored messages that resonated with local buyers. This story-driven approach works because customers connect with authentic, relevant messaging.”
I’ve seen marketers be encouraged to “just try AI for a bit” and become incredibly frustrated when AI doesn’t behave as expected. But if the marketer doesn’t understand what they’re asking in the first place? AI can’t magically fill the gap; it’s a partner, not a replacement.
And agentic AI does even more processing away from the human operator, which can give it a black-box feel if you’re not careful with implementation.
Tim Hanson, CMO at Penfriend, calls this the “understanding gap.”
“I‘ve witnessed countless marketing teams throw vague prompts at AI and then complain that ‘AI doesn’t work’ when the output isn’t what they imagined,” said Hanson.
“The AI never did it wrong; they just didn‘t know the process well enough themselves to explain it properly. The uncomfortable truth is that AI exposes our knowledge gaps. If you can’t clearly articulate every step of how you‘d create something manually, you can’t effectively delegate it to AI.”
Hanson continues with an answer to this marketing conundrum.
“The solution is counterintuitive — to use AI effectively, you need to first get better at doing things manually,” he said.
“I had this exact experience when I started with AI. I was getting mediocre results until I realized I needed to map out processes I knew intimately first. Once I started with processes I could explain step by step (like competitive content analysis), suddenly I was getting exceptional results.”
“Start with a process you know cold, map out every decision point, and use that as your foundation for AI integration. Only then expand to more complex workflows.”
While I wait for my hoverboard, I hang onto the excitement and enthusiasm for new ideas that have driven my marketing career — especially with AI.
Like any new marketing idea or technology, agentic AI follows the same pattern. Tools improve and promises grow. But the real marketing work stays the same: Build good systems, craft strong strategies, and solve for your customer.
AI agents aren’t science fiction anymore, but we’re not quite at the hoverboard either. In this in-between state, agentic AI can help marketing teams, and they’re getting smarter. The potential to change how we work is real.
But what I learned most from researching AI agents is that the future of marketing won’t belong to teams chasing shiny new tools. The teams that’ll win with agentic AI will build readiness: organized data, clear processes, well-mapped workflows, and a culture that embraces testing and learning.
Three years ago, if you’d asked Kasey Brown, founder and CEO of Different Breed Media, she’d tell you scheduling one post to identically populate across the gamut of social media platforms was a smart, time-saving strategy. But in 2025, that won’t fly. “These platforms are […]
MarketingThree years ago, if you’d asked Kasey Brown, founder and CEO of Different Breed Media, she’d tell you scheduling one post to identically populate across the gamut of social media platforms was a smart, time-saving strategy.
But in 2025, that won’t fly.
“These platforms are becoming more sophisticated in their own ways,” says Brown. That means understanding each one’s unique features, strengths, and weaknesses — and tailoring your strategy accordingly — is more important than ever.
In our Social Media Marketing Trends report, we asked 1,100+ social media professionals about the social media platforms they use most in 2025. We also tapped experts to weigh in on the ones that are losing steam, and the trends determining how marketers can optimally reach their audiences and customers across this digital ecosystem.
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In 2025, it’s no secret that quick videos are dominating — I recently wrote about this short-is-king surge among social media entrepreneurs.
Turns out, short-form video is the top format among social media marketers more largely, who’ve determined it has the highest ROI.
It’s also the area in which they plan to increase the most investment in 2025 — when compared to other focuses like images, UGC, and live streaming — with 75% planning to keep their current investment level and 17% planning to increase theirs.
The number one way marketers are using AI is for content creation — specifically for assistance with tasks like writing copy, creating images, and generating ideas from scratch. According to HubSpot findings, about 56% of marketers are using AI to create short-form videos, while 53% are using it to generate images, and 42% are creating long-form videos.
I’ve found that ChatGPT is a helpful tool to generate thought-starters — just be sure to spend enough time training it to understand your brand’s unique tone of voice. I’ve found it particularly useful in instances involving collaborations: Maybe you’re partnering with another brand and need guidance for how to merge the two styles for a collaborative campaign or event.
“I think AI gives us much more leverage,” says Aymber Young, a social media growth expert. “The biggest change that I‘m seeing is the ability to integrate AI to where you don’t have to do as much of the legwork when it comes to content creation.”
“You can go to ChatGPT and say, ‘Hey, I create content on health and wellness, and I want people to focus on eating plant-based foods. Can you give me a content calendar for the month, for LinkedIn? For YouTube?”
I’m a big fan of how-the-sausage-is-made videos. In other words, brands who take viewers behind the scenes in a way that feels more raw and personal than edited content does.
According to Brown, this strategy works really well for building trust.
“Lives should be staples in any sort of strategy that involves building relationships with an audience,” she says. This is especially true in what she calls an ongoing “trust recession,” wherein people are using a lot more discernment when determining where to spend their dollars.
People want to be entertained, even while they’re being sold a product or taught something new. Bonus points if you can make them laugh: Turns out, 91% of consumers want brands to be funny.
“I work with a lot of clients to help them ‘edutain’ a lot more,” says Brown. “Some of the best content that’s working mixes education with entertainment and really good personal storytelling.”
To help you stay on the cutting edge of social media, I’ve compiled a list of key platforms and features you should have on your radar this year.
Instagram is one of the leading platforms social media marketers expect to invest in most in 2025. Recent data shows Instagram is the top-performing platform when it comes to driving site traffic, engagement, and audience growth, with 58% of marketers using it to establish their communities.
I’m particularly drawn to the interactivity fostered by Instagram Stories, where elements like cross-collaborating and link sharing are effective for community-building and engagement.
As mentioned, short-form video is one of the most popular, top-performing, and highest ROI trends. Given this, it’s no surprise that TikTok users sit at 1.5 billion as it caters to short-form videos.
TikTok is also a great platform for reaching Gen Z, as our consumer trends survey found that 62% of the generation uses TikTok — and it’s also the platform it spends the most time on.
That said, people — myself included — may be wary of TikTok (given the recent U.S. ban) but Young believes TikTok’s value isn’t going anywhere. It still sets the short-form standard.
“It’s still the platform with high virality,” says Young. “You have the [highest] chance of going viral just with organic content on TikTok.”
Despite increasing competition, the old-standing Facebook should still be on the radar of marketers in 2025 due to its massive reach — bringing in 3.06 billion active users every month.
It’s also still a hotspot for ads: In 2024, Facebook’s total ad revenue amounted to $164.5 billion, up from $134 billion the previous year.
Based on HubSpot’s findings, YouTube is the platform seeing the most increased investment from marketers in 2025.
While the platform’s done a lot of evolving over the years, integrating features like YouTube Shorts and live streams, Brown says she’s bullish about its future for a different reason: long-form.
Yes, short-form content may be dominating, but she believes YouTube’s long-form content will never lose steam for its strong retention value. It all goes back to trust — and the more time consumers spend with a brand, the more inclined they are to trust them.
Data shows most marketers might not agree, but Young believes LinkedIn should be the platform that’s top of mind in 2025. “It’s really shifting to be a leading community-based platform,” she says.
I’m in Young’s camp. LinkedIn’s been an unmatched source for organic networking, thought leadership, and overall narrative-driven branding. It’s more of a long-game platform, but the results can be worth it.
With a now wider array of content types — text posts, carousels, long-form blogs, lives, and more recently, a vertical video feed, LinkedIn is also trying to step up its game to compete with platforms like Instagram.
In the ever-evolving landscape of social media, new platforms are continuously emerging, bringing fresh ideas and opportunities — but also question marks in terms of new strategies to consider and overall sustainability.
Here are some up-and-coming platforms to keep an eye on.
Launched by Meta in July 2023, Threads is one of the newest social media platforms on this list. Its arrival is timely due to the technical and cultural changes Twitter (now X) has faced since Elon Musk’s takeover in 2022. “I do think Threads has a lot of potential given it does operate a little bit similar to X,” says Young. “It feels a lot more buttoned up.”
Thanks to its integration with Instagram, Threads grew rapidly, reaching 100 million active users within 10 days of its launch.
Users can seamlessly transfer their Instagram profile information and followers to Threads, simplifying app adoption. Additionally, users can embed Thread posts into their Instagram Stories and profile bios, generating more interest in the app.
Lemon8 is a new social media platform owned by ByteDance (aka TikTok’s parent company). Though it was initially launched in Japan in 2020, it became accessible in the U.S. and U.K. in February 2023.
Lemon8 is often described as a combination of Pinterest and Instagram, since it’s a photo-sharing app where users can share and discover curated lifestyle content. Popular categories on the platform include fashion, beauty, and health and wellness.
Young is unsure about its longevity. “Lemon8 had a moment especially during the TikTok ban scare back in January but its long-term potential feels uncertain to me,” says Young. “I personally jumped on it and noticed how visually similar it is to Pinterest, which was interesting at first. But I haven’t seen the same stickiness or creator excitement that drives growth.”
Substack is an online platform that enables writers, journalists, and content creators to publish and monetize their work through subscription-based newsletters. It provides an easy-to-use interface for writers to create and distribute their content directly to subscribers.
Substack also offers tools for managing subscriptions, collecting payments, and engaging with readers. The platform has gained popularity as a way for independent writers (like myself) to generate income and build a loyal audience without relying on traditional media outlets or advertising.
My Substack, Stella, is home to exclusive interviews from Black women in media and an engaged audience that can opt into a free subscription or a paid one for additional content behind a paywall.
Twitch is a live streaming platform primarily used for streaming video games, eSports events, and other creative content. It allows users to watch live broadcasts of games being played by other players, as well as interact with the streamers and other viewers through chat.
“I’ve been particularly intrigued by Twitch,” says Young. “I’ve noticed more creators and influencers leveraging the platform for real-time engagement and some are generating significant income through subscriptions, donations, and partnerships.”
“I think there’s untapped potential here for major brands to get creative: partnering with streamers for organic product placements, having spokespersons do live demos or Q&As, or even hosting hybrid conferences with a Twitch livestream component,” Young concluded.
BeReal emerged in 2020 wanting to be the more real alternative to other apps like Instagram promoting the use of filters and editing. But it may not be sticking quite the way its creators initially planned: In 2023, worldwide downloads were at about 31.5 million, which decreased 60% year-over-year to 12.7 million in 2024.
That’s likely because data shows Gen Z’s media consumption habits are defining social media trends — and Gen Zers aren’t enthused by an app that offers very minimal opportunities to curate.
“I don’t think younger audiences are adapting to it as much,” says Brown. “It feels just a little too impulsive for Gen Z.”
To determine which social media platforms are worth investing in, marketers consider a variety of factors:
When it comes to figuring what works best for your brand, consider a low-stakes approach to start. Brown is a big fan of using dummy accounts to tap into new platforms, understand their value, and assess if it’s worth a larger investment.
“When you start up a fresh account, it feeds you everything, because it‘s trying to gauge what you’re interested in. And this fresh content generally is super viral and has a ton of engagement, right? So the first kind of few days on that new account is just showing some of the best content out there.”
From there, you can determine what might (and might not) be a fit for your brand.
You also don’t have to explore all that’s out there all at once. “Start with mastering three,” says Young. “And then as you grow your team, and you grow the ability to manage all these different platforms, incorporate more. It can be overwhelming trying to keep up with every single platform.”
Consumer behavior changes quickly in the digital space, and businesses that are willing to adapt to social media trends are probably the ones that are going to see the most success.
For staying on top of the latest social media trends, I seek insight from active leaders in the social media marketing space, like Rachel Karten. Her Substack newsletter, Link in Bio, has more than 92K subscribers and breaks down social media trends, news, and strategies on a weekly basis.
Young also advises searching the archives of free platforms like YouTube University, where you’ll likely find the answer to any questions you might have around social media marketing.
Whatever your strategy, Brown emphasizes one important factor: “What‘s working best is content that’s super authentic,” she says. “But also leaning more into what I like to call ‘unselfish content.’ Ask yourself, ‘How can I always have the viewer in mind?’”
Not every trend will work to achieve your goals, but keeping the customer as your north star will ensure you stay on track.
Editor’s note: This post was originally published in July 2019 and has been updated for comprehensiveness.