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. […]
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 […]
MarketingWhen I was first setting up my freelance business website, I read tons of articles and social media posts about how to find and attract quality leads. Because none of that advice said much about designing the actual form for capturing those leads, I didn’t […]
MarketingI’ve spent decades analyzing shifts in marketing, but the rise of AI agents is the most disruptive one yet. These systems are quickly taking over the user journey — but unlike humans, they evaluate structured data, analyze backend specifications, and make decisions in milliseconds. Major […]
MarketingI’ve spent decades analyzing shifts in marketing, but the rise of AI agents is the most disruptive one yet. These systems are quickly taking over the user journey — but unlike humans, they evaluate structured data, analyze backend specifications, and make decisions in milliseconds.
Major players are already taking note and adapting. For example, Adobe recently introduced AI agents that brands can use to help consumers navigate through their websites. Businesses can then enable personalized marketing based on real-time user behavior and unique customer attributes.
From a practical perspective, however, what does it actually look like when AI agents take over key stages of the user journey? And, what does that mean for marketers? To find out, I put three leading AI agent-powered tools to the test by assigning them real marketing tasks. Here’s what happened and what every marketer needs to do next.
AI agents are autonomous systems that research, analyze, and take action on behalf of users. Unlike traditional AI-powered tools that assist with isolated tasks, AI agents actively manage workflows, interact with software, and execute complex processes — without direct human input.
In marketing, these agents are quickly becoming the new gatekeepers, deciding which brands, products, and services get surfaced and used. Instead of persuading consumers directly with creative campaigns or paid advertising, marketers must now optimize for AI-driven decision-making. So, brand content needs to be structured, clear, and machine-readable.
AI agents are already changing how marketing works. Here’s how three leading tools are taking over research, onboarding, and execution — and what that looks like from a user perspective.
What’s one of the most overlooked changes in marketing? The customer research and discovery phase is slowly vanishing. That’s not because customers are skipping it, but because AI agents are doing it for them.
To test this, I used Google’s Gemini Deep Research, part of the Gemini 2.0 Suite, and asked it a simple question: How do I add a chatbot to HubSpot’s website? Instead of giving me a list of links or summaries, Gemini scanned 37 websites, synthesized the steps into a single tutorial, and delivered it in a format I could instantly use. No ads, no searching, no clicking around.
This change is subtle — but it means that if you’re still optimizing solely for human eyes, you’re risking irrelevance. AI agents don’t browse your blog or evaluate your brand voice; they look for verifiable information and clear, objective reliability. Even a superior product can be overlooked if your content isn’t presented in a way that agents can parse and evaluate.
While Gemini Deep Research is reshaping how product information is discovered and gathered, Google Stream Realtime, part of Google AI Studio, is changing the way users learn to use a product.
Continuing with my experiment to add a chatbot to HubSpot’s website, I tested Stream to see how it would assist me in navigating the setup process. Instead of directing me to a help article, Stream observed my screen, analyzed my actions, and provided real-time, step-by-step guidance. Every recommendation was context-aware, adapting to exactly where I was in the process.
What stood out was that Stream doesn’t just react to inputs — it anticipates needs. As I navigated the interface, Stream learned how I was interacting with different elements and adjusted its guidance accordingly. This creates a continuous feedback loop where Stream teaches users while learning from their behavior. Onboarding then becomes more efficient and personalized.
Claude AI, developed by Anthropic, represents the next step in AI agent capabilities through its Model Context Protocol (MCP), which allows the agent to utilize external tools and operate with greater independence.
For example, you can give Claude access to tools like Brave Search, productivity apps, or CRMs through secure connections. Once authorized, it can pull reports, generate content, trigger workflows, or even connect data across platforms — all without the user lifting a finger.
During the experiment, I found it particularly exciting that the agent doesn’t hand off tasks to the user — it completes them on the user’s behalf. This means your product needs to be accessible by both human users and AI operations.
AI Agents don’t scroll through your website, engage with your ads, or respond to emotional storytelling. Instead, they look for structured information and gather those insights for a human user.
Cutting-edge companies will restructure their approach to marketing so they resonate with AI gatekeepers and get their offerings in front of human decision-makers. If you haven’t begun experimenting with AI agents, it’s time to dive in, or you might just get left behind.
To learn more about how AI agents are reshaping your marketing strategy, check out the full episode of Marketing Against the Grain below:
This blog series is in partnership with Marketing Against the Grain, the video podcast. It digs deeper into ideas shared by marketing leaders Kipp Bodnar (HubSpot’s CMO) and Kieran Flanagan (SVP, Marketing at HubSpot) as they unpack growth strategies and learn from standout founders and peers.
Throughout my marketing career, I’ve worked with a handful of small businesses and startups — each one scrappy, fast-moving, and trying to do more with less. I’ve seen firsthand how hard it can be to get the word out when you’re short on time, budget, […]
MarketingThroughout my marketing career, I’ve worked with a handful of small businesses and startups — each one scrappy, fast-moving, and trying to do more with less. I’ve seen firsthand how hard it can be to get the word out when you’re short on time, budget, or a full-time marketing team.
But I’ve also seen how much impact the right strategy can make. When small business marketing clicks, it’s like turning on a light. Suddenly, you’re not just reaching people — you’re connecting with the right ones.
In this guide, I’ll share the tips, tools, and lessons that have helped small businesses grow without burning out. Whether you’re just getting started or looking to refresh your marketing strategy, these ideas are built to help you stand out and scale up using an inbound marketing approach that attracts customers by being helpful, not pushy.
Table of Contents
Let’s take a step back for a second and talk about what small business marketing really is.
At its core, small business marketing is the process of promoting your products or services to attract, engage, and retain customers. It‘s about making sure the right people know who you are, what you offer, and why they should care. Whether you’re promoting a product, service, or your own expertise, your job is to reach the right people and give them a reason to trust you.
In every small business I’ve worked with, the approach looked a little different. Some focused on email, others relied on events or word of mouth.
The point is: there’s no one-size-fits-all playbook. The key is figuring out what works for you — and doubling down.
A recent study by SimpleTexting found that 75% of small businesses have a marketing plan, and those with a structured plan are 6.7 times more likely to report success than those without one. So yeah, having a plan matters.
The tips below come from real-world experience — things I’ve seen work across lean startups, solo teams, and growing companies. Think of them as your starting point. When the basics are in place, every strategy you layer on top will work harder for you.
Before you dive into marketing, it’s worth slowing down to set yourself up right. I’ve seen so many small businesses burn time and money trying to promote a product or service without a clear plan — and end up frustrated when nothing sticks.
The truth is, your marketing won’t work if your foundation is shaky. This section covers the steps I’ve found most helpful to get in place before you start promoting — so that when you do, your message lands and your time pays off.
One of the biggest mistakes I’ve seen small businesses make is trying to market to everyone. It spreads your message thin — and rarely connects. Instead, narrow your focus. Who’s the best-fit customer? What are they struggling with? Where do they spend time online?
When I started working with my first fintech startup, they described their target audience as “people who need help with HR stuff.” Not only was that way too broad, but it didn’t reflect who was actually buying. So we looked at who had converted recently and dug into what their day-to-day looked like.
Turns out, most of them were overworked finance managers at healthcare companies — not HR leads. They were the ones feeling the pain of messy payroll systems and were actively looking for a fix. That small shift in perspective helped us change our messaging, rework the website, and even adjust which channels we were showing up on.
The more specific you can get, the easier everything else becomes — ads perform better, content gets more engagement, and your leads are actually qualified. It doesn’t have to be complicated: start with your current customers. Who do you love working with? Who seems to “get it” fastest? That’s a great place to begin.
Try jotting down a few details about your ideal customer:
Once you’ve got that, give them a name. Not a real one — just a persona you can picture when you’re writing or building campaigns. It sounds simple, but it works.
If you want help building out a full persona, HubSpot’s free persona generator is a great tool for organizing your thoughts.
Download Free Buyer Persona Templates
This is one of those things that feels obvious — but often gets missed. If someone lands on your homepage or social profile, would they immediately know who you help, what you help them do, and why they should care?
One company I worked with had an entire paragraph on the homepage describing “a better way to manage internal processes.” It sounded fancy, but it didn’t really mean anything. So we rewrote it to say: “Spot payroll errors before they cost you. Automate your internal audit process with AI.”
Suddenly, it clicked. Demo requests went up. Prospects finally got what we did.
Writing a strong value prop isn’t about sounding smart — it’s about being clear. Don’t hide behind buzzwords. Lead with outcomes. Use the language your best customers already use when they describe why they chose you.
If you’re feeling stuck, try answering these questions:
Still not sure? Try filling in this prompt::
“We help [target audience] achieve [value] without [pain point].”
For example, when filled in, it should sound something like: “We help busy HR teams automate payroll audits without manual spreadsheets.”
Whether it’s your pricing, your process, your values, or your customer service, that difference should be easy to spot across your homepage, email campaigns, and social content.
Pro tip: If you’re still not sure where to start, try answering this: What would your happiest customer say about working with you?
You don’t need a fancy visual identity to get started — but you do need to show up consistently. When your Instagram looks nothing like your website, and your emails feel like they were written by a totally different person, it creates friction. And friction costs trust.
I recently helped an early-stage SaaS client settle on a simple color palette, two clean fonts, and a brand voice that matched how their sales team talked. Nothing groundbreaking — but it made everything feel way more polished. And will save them hours of decision-making down the line.
Just keep it simple:
Pro tip: Make a one-page “brand cheat sheet” and share it with anyone writing or designing for your business. It’ll keep things consistent without needing a 30-slide brand book.
Before you spend money on ads or start writing blog posts, take a minute to zoom out. How does someone go from not knowing you exist… to becoming a loyal customer?
Think about what your customer needs to see, hear, or feel at each stage — from awareness to decision. What’s missing? What’s working?
At a company I recently worked with, we realized our content was driving solid traffic, but leads weren’t converting. People were reading blog posts and even signing up for our newsletter, but they weren’t taking the next step. So we walked through the journey from their perspective.
Unsurprisingly, we found a gap. We hadn’t clearly explained what would happen next. There were no nudges, no case studies, no middle-of-funnel content. We were assuming people were ready to buy — when in reality, they still had questions.
So we created a short email sequence that followed up with educational content, added a “Who It’s For” section to our homepage, and made our CTA buttons more specific. Those small changes helped fill the gaps and move people closer to converting.
To get started, try sketching out a simple version of your current customer journey:
Even the act of writing it out can help you spot small moments where people are falling through the cracks — and give you ideas to fix them and effectively plan your go-to-market (GTM) strategy.
When you’re a small team, trying to show up everywhere is a fast track to burnout. You don’t need to be on every social platform or chase every trend — you just need to be in the right places for your audience.
At a startup I worked with, we initially tried it all: Instagram, LinkedIn, Twitter, newsletters, blog posts… even a podcast idea got thrown around. But once we looked at where actual leads were coming from, it was clear that 90% of our best-fit customers were engaging through LinkedIn and email. So we cut the rest and focused on doing those two things really well. Engagement went up. So did sanity.
Start with what you know:
For example, if you’re a visual brand (like beauty or lifestyle), Instagram or Pinterest might make sense. If you’re selling to other businesses, LinkedIn and email might work better. If you’re trying to rank for long-tail keywords, SEO and blogging should be your focus.
Once you know your top 1–2 channels, build a simple rhythm — then commit to it for a few months. Test, tweak, and then consider layering on more.
Your website doesn’t need to be fancy. But it does need to be clear, fast, and easy to navigate — especially on mobile. Most of your visitors are going to land on your site, scroll for a few seconds, and decide whether to keep going. You want that moment to work in your favor.
I recently helped launch a new site for a customer loyalty company who didn’t have the budget for a full design team. We used a clean, mobile-friendly template, added clear messaging to the homepage, and made sure the most important buttons were easy to find. It wasn’t flashy — but it was professional and it converted.
The best way to start is to start simple. At a minimum, make sure your website:
If you‘re short on time or budget, HubSpot’s starter bundle lets you build a clean, mobile-friendly site using drag-and-drop templates with zero coding required.
Pro tip: After you publish, view your site on your phone. If you have to pinch, scroll sideways, or dig to find info, it’s time to clean things up.
Getting people to your website is a big win. But if they leave without a trace, you’re missing out on future customers. That’s why you need a simple way to capture leads — before you start pouring time and money into promotion.
At one startup I worked with, we were running a solid SEO strategy. Blog traffic was climbing, but conversions were flat. So we added a short lead magnet content offer to the most popular posts: a downloadable checklist that matched the topic. Visitors could enter their email to get it, and boom — we started collecting warm leads without changing much else.
Lead capture doesn’t have to be complicated. You just need:
If you’re not sure what to offer, think about what would be genuinely helpful for someone visiting your site. A guide, a calculator, a checklist — anything that makes their life easier.
If you’re looking for tools to help, HubSpot’s free form builder is a great place to start. And if you’re keeping things simple, even just embedding a basic form at the bottom of your homepage, blog posts, or landing pages can be surprisingly effective.
Pro tip: Place your lead capture form where people are already engaging — like at the bottom of blog posts or on your “About” page. These visitors are more likely to convert than someone landing on your homepage cold.
If you‘re still tracking leads in a spreadsheet, I get it — I’ve done it too. But it gets messy fast. Once people start signing up, emailing you, or showing interest, it’s way too easy to lose track of who’s who, what stage they’re in, or when you last followed up.
That’s where a CRM system comes in. It helps you stay organized, see your pipeline at a glance, and keep track of every customer interaction in one place. Even if you’re a team of one, having a CRM early makes it way easier to scale later.
At one company I worked with, we didn’t implement a CRM until we already had a few dozen warm leads — and we regretted waiting. Once we switched to HubSpot’s CRM, we could actually track which leads were converting, which emails were working, and who needed a follow-up. Our team felt more focused, and nothing slipped through the cracks.
There are tons of options out there, but HubSpot’s CRM is an easy (and free) one to start with. It’s built for small businesses and integrates seamlessly with tools like email marketing, forms, and lead scoring — so you’re not scraping everything together later.
The earlier you get this in place, the easier it’ll be to stay on top of your growth … trust me.
With your foundation in place, now it’s time to put your message into the world. This is where you’ll start creating content, building relationships, and finding new ways to reach the right people.
The strategies below are the ones I’ve seen work best across early-stage startups and small teams. Some help you lay the groundwork. Others are about showing up consistently or expanding your reach. You don’t need to tackle all of them — just pick a few that feel doable, test what works, and build from there.
These are the basics — the things that help you build a marketing engine that won’t fall apart under pressure. This is about creating content that earns trust, setting up tools that track your impact, and laying the groundwork for more consistent growth.
If your website is the digital front door of your business, your content is what gets people to step inside — and stick around. I’ve seen so many small teams launch a site that’s technically live … but missing the pieces that actually build trust.
Foundational content is the stuff people look for when they’re trying to decide if you’re legit. Be honest, how many times have you googled, “Is [company] a scam”?
In order to make sure no one’s doing that when they land on your website, try to include:
One small business I worked with didn’t have a pricing page for months because they were still “figuring things out.” But prospects kept bouncing because they couldn’t tell if it was even worth booking a call. Once we added a “Pricing starting at…” section and a visual breakdown of the plan tiers, conversions nearly doubled.
Don’t wait for it to be perfect. Start with the basics. Then update as you go. Take it from me, a perfectionist.
I’ll be honest: blogging takes time. But when it’s done well, it becomes one of the most sustainable ways to bring in new traffic over the long term — without paying for every click.
Remember that fintech startup I worked with? Well, we launched a blog with just two goals: answer real customer questions and rank for high-intent keywords. We didn’t post weekly or follow a strict calendar in the beginning. Instead, we focused on a few solid pieces that hit the mark. Those posts consistently brought in qualified leads, months after publishing.
The key? Think about what your ideal customer is googling right before they need you. Start there. You don’t need dozens of posts — just a few that are relevant, helpful, and optimized.
Pro tip: Use resources like Ahrefs, Semrush or HubSpot’s free SEO tools to find keywords your audience is searching for. Then build your posts around those topics, using clear headlines, simple structure, and real examples whenever you can.
Download Free Blog Post Templates
If you’re not tracking what’s working, you’re basically marketing in the dark. And I’ve seen it happen — teams spend hours on blog posts or landing pages without ever checking whether anyone’s actually reading, clicking, or converting.
Website analytics help you understand what’s landing with your audience and where people are dropping off. You don’t need to be a data wizard — just look for simple signals:
At one company I worked with, we discovered that our “About” page was one of the most visited — but it didn’t have a single CTA. We added a short sentence and a button to download a free report, and just like that, it became a top-performing lead source.
Pro tip: Set a reminder once a month to check your top 5 pages. See what’s performing—and build on it. With HubSpot, you can track traffic, leads, and even which CTAs are converting—right from your dashboard.
Your email list might just be your most valuable marketing asset — but only if you build it right from the start. I’ve worked with small teams who skipped this step and ended up with a messy spreadsheet of contacts, no clear opt-ins, and no idea who wanted what. It’s fixable, but trust me, it’s much easier to do it right the first time.
The good news? You don’t need thousands of subscribers. You just need the right people — and a system to keep them organized. That’s where segmentation comes into your email marketing strategy.
Start with the basics:
Even simple tags like “lead,” “customer,” or “inactive” can help you personalize messages and track performance later on.
At one early-stage company, we used these basic tags to trigger tailored emails—like onboarding tips for new customers, blog content for leads, and re-engagement emails for people who hadn’t opened in a while. Click-through rates jumped, and sales started asking for more campaigns because they could see the lift.
Pro tip: Most CRMs will let you segment your list automatically based on actions—like downloads, page views, or email engagement. Set those rules early, and you’ll thank yourself later.
Once your systems are in place, it’s time to put them to work. This next batch of strategies is all about showing up for your audience in ways that build trust and keep your business top of mind. Whether someone’s just discovered you or already joined your list, these tips will help you stay connected—and turn interest into action.
You don’t need to manually follow up with every new lead. In fact, one of the biggest time-savers I’ve used at small businesses is simple email marketing automation. A few well-timed emails can do a lot of heavy lifting — nurturing new contacts, sharing helpful info, and guiding them toward a decision.
At one startup I worked with, we created a three-part welcome sequence that went out automatically when someone downloaded a guide. The first email said thanks and linked to the content. The second introduced a customer story. The third offered a soft call to book a demo. It took an afternoon to set up — and brought in dozens of qualified leads every month.
You don’t need a huge workflow to get started. Just think about what someone needs to know after they sign up:
Pro tip: Tools like HubSpot’s email automation make it easy to build these sequences with drag-and-drop workflows without coding or stress.
Automation is great for saving time — but it’s even more powerful when it feels personal. Just because an email is triggered automatically doesn’t mean it has to sound like a robot wrote it.
That’s why segmenting your email list early (like we talked about above) is such a smart move. It gives you a head start on sending the right message to the right people without starting from scratch every time.
Once someone joins your list, the goal isn’t just to stay in touch — it’s to stay relevant. Generic emails get ignored. But personalized ones? They can make someone feel like you get them.
I’ve seen small teams double their email click-through rates just by segmenting leads based on where they signed up or what content they downloaded. It doesn’t require fancy tools — just a little forethought.
For example, if someone downloads a guide on payroll compliance, don’t immediately send them your latest product announcement. Instead, follow up with a helpful blog post or short checklist on that same topic. Keep the thread going.
Here’s what’s worked well for me:
Pro tip: Even a good free CRM lets you trigger personalized emails based on behaviors, like which page someone visited or what they clicked. You don’t need a giant list to make it feel personal.
Sometimes, people need a little extra motivation to join your list — and that’s where a good lead magnet comes in. Whether it’s a one-time discount, a downloadable resource, or early access to something new, giving your audience a clear reason to subscribe can make a big difference.
I’ve seen this work especially well for early-stage startups. One client offered a “10% off your first plan” discount for users who signed up through a specific landing page. Another gave away a free onboarding checklist that aligned with their product. Both doubled their conversion rates almost overnight — just by giving people something valuable up front.
Think about what would feel like a win for your ideal customer, is it:
Pro tip: Keep it simple and relevant. A small, useful freebie often works better than a big, vague promise. And make sure the follow-up email delivers right away. Nobody wants to dig around their inbox to find what they signed up for.
Speaking of offering a discount, freebie, or lead magnet to grow your email list, social media is one of the best places to share it. But for those promos to work, your audience actually needs to see them — and that’s where consistency comes in.
Regular posting can significantly boost your brand’s visibility, especially when you consistently post at the right times. In fact, businesses that post consistently on social media see a 50% increase in visibility and a 30% boost in organic reach.
I’ve worked with plenty of small teams who post when they remember, then feel frustrated when it doesn’t drive results. The truth is, consistency matters more than frequency or follower count.
When I helped one B2B SaaS startup streamline their social strategy, we set a cadence of three posts per week on LinkedIn — much easier than posting every day, but still consistent. And instead of diluting content to spread it thinner, we focused on making each post count. That rhythm was manageable, and it worked.
Here are some tips if you’re just getting started:
And don’t overthink it. A quick product feature, a customer win, or even a trending meme can go a long way if your audience can relate.
Pro tip: HubSpot’s social media tools can help you plan and schedule posts in advance, so you can show up consistently without babysitting every platform. Our free social media content calendar can also help you get organized and started quickly.
Posting regularly builds visibility — but what really earns trust is how you show up when people reach out. Social media isn’t just a content channel; it’s a two-way street.
I’ve seen small businesses turn a single DM or comment into a long-term customer — just by replying quickly and helpfully. At one company, we set a simple rule: respond to every comment, mention, and direct message within 24 hours. It wasn’t always easy, but it paid off. Prospects felt seen, and existing customers knew we had their back.
If someone tags your brand, asks a question, or shares a piece of feedback, that’s not a distraction — it’s an opportunity.
A few simple habits go a long way:
Pro tip: HubSpot’s Social Inbox tool can centralize all your social DMs, mentions, and interactions so you’re not toggling between apps. And the faster you reply, the more the algorithm tends to reward you—another reason to stay active.
Once you’ve built a solid foundation and started engaging with your audience, it’s time to think a little bigger. The strategies I’m about to share are all about expanding your visibility — reaching new people who haven’t heard of you yet, but should.
You don’t need a huge budget or a viral moment to grow your reach. What you do need is a little creativity and a willingness to test what works.
You don’t need to collaborate with celebrities to see results from influencer marketing. In fact, I’ve seen micro-influencers — creators with 1,000 to 50,000 followers — drive better outcomes for small businesses than big-name partnerships. Their audiences are more engaged, and their recommendations feel more genuine.
And the numbers back that up. According to a recent report, micro-influencers on Instagram see an average engagement rate of 3.86% — compared to just 1.21% for mega-influencers. That kind of connection makes a real impact, especially when you’re trying to grow on a budget.
One client I worked with partnered with a few niche creators in the HR and operations space. Instead of a huge campaign, we sent each one a sneak peek of our tool, let them test it, and asked them to share their honest take. A handful of Instagram stories and LinkedIn shout-outs later, we saw a steady uptick in demos booked—and even better, we built relationships we could tap into again later.
Here’s what I’ve found works well:
Micro-influencers are often more open to creative or non-cash partnerships, like offering free access to your product, an affiliate link, or co-branded content. It doesn’t have to be a massive spend to be effective. You never know until you ask!
Pro tip: Download HubSpot’s free Influencer Marketing Guide to get started with your partnerships.
There’s nothing quite as powerful — or budget-friendly — as having your customers talk about you. Whether it’s a tagged Instagram post, a product review, or a casual shout-out in a LinkedIn comment, user-generated content (UGC) builds trust in a way no paid ad ever could.
That said, I know not every business has a lineup of customers ready to post. Especially in the early days, you might need to get a little creative. I’ve worked with startups who hired UGC creators — freelancers who record short, natural-feeling videos that look just like a real customer review. These aren’t high-production ads — they’re simple, relatable clips that work great for paid social, landing pages, and organic posts.
For one B2B SaaS client, we hired a UGC creator to simulate a first-time user experience with our platform. The video was short, honest, and shot on an iPhone — and it outperformed our polished explainer video 3 to 1 on click-throughs.
Whether you’re working with real customers or hired creators, the goal is the same: help people see themselves in the story you’re telling.
Try this:
Pro tip: Even a handful of videos or testimonials can be repurposed across social, landing pages, and ads. And if you’re not sure where to find UGC creators, platforms like Upwork or Fiverr are great starting points.
One of the fastest (and most underrated) ways to expand your reach is to partner with another business that shares your audience — but doesn’t compete with you.
I’ve seen this work incredibly well for small teams, especially when budgets are tight. One salestech platform I worked with partnered with a CRM company to co-host a webinar on streamlining sales processes. They promoted it to both of their email lists, shared the content across social media, and followed up with a joint blog recap. The result? Double the visibility, double the leads, and half the work.
You don’t have to do anything elaborate. Some ideas I’ve seen work:
Pro tip: Pick a strategic partner whose audience overlaps with yours but solves a different problem. That way, you’re adding value without stepping on toes, and your content feels like a win for everyone involved.
Short-form video is another one of the fastest ways to get discovered — and the good news is, you don’t need a studio setup or a big production budget to get started.
Platforms like TikTok, Instagram Reels, and YouTube Shorts reward content that’s real, relatable, and quick to consume. Whether it’s hopping on a trending audio clip or sharing a behind-the-scenes moment, short videos can punch way above their weight.
One early-stage SaaS company I worked with posted a quick video using a trending sound to show a “before and after” of their product in action. It was shot on an iPhone in under 10 minutes and ended up driving more traffic than a full week of paid ads.
You don’t have to be a creator to try this. Some of the best-performing videos are simple, helpful, or funny takes that speak directly to your audience. Just stay authentic, and don’t be afraid to experiment.
A few simple video ideas to try:
Pro tip: Repurpose what you already have. Take a blog post, FAQ, or stat you’ve shared elsewhere and turn it into a 15-second script. Tools like HubSpot’s free Clip Creator make it even easier to get started.
Long-form content might not be the flashiest tactic, but when it’s done right, it can generate leads for months. Webinars, guides, checklists, and reports give you a way to go deeper on topics your audience cares about — and collect email addresses while you’re at it.
At one company I worked with, we ran a survey to gather fresh data on B2B sales teams. Once we had the results, we turned them into a gated report, a blog post highlighting the key takeaways, and a series of quick-hit tips based on the insights.
We also repurposed stats and quotes into social posts, and hosted a follow-up webinar to walk through the findings live. That single project gave us a full month of content — and filled our pipeline with leads who were already engaged.
And you don’t need a research budget to get started. You can get scrappy:
Pro tip: Evergreen content like webinars and guides can keep generating leads long after launch — if you make it easy to find. Add it to your homepage, link to it in blog posts, and promote it on social regularly (not just once). On that note…
If you’ve already put in the work to create a webinar, guide, or tip-packed blog post, don’t let it be a one-and-done. Some of the most effective content strategies I’ve seen aren’t about producing more — they’re about squeezing every last drop of value out of what you already have, especially when resources are scarce.
That AI sales survey I mentioned? Like I said before, we spun it into a full campaign. The gated report turned into a blog post, which turned into a carousel for LinkedIn, which turned into a short video script. We even used snippets for an email nurture sequence. Same story, five formats.
Here are a few ideas to get more mileage from what you’ve already made:
Pro tip: Not sure what to repurpose first? Start with your top-performing blog post or most-clicked email. Then use a tool like HubSpot’s free Campaign Assistant and Content Remix to quickly spin it into social posts, ad copy, and more, so your best ideas keep working behind the scenes.
So far, we’ve walked through what to do before marketing your business, how to lay a strong foundation, and the strategies that help you connect with your audience and start building momentum.
Now it’s time to take things further with digital marketing tactics that help you scale that momentum. These aren’t massive campaigns or big-budget bets. They’re small, proven moves you can layer into your routine to stay visible, build trust, and convert more of the traffic and attention you’re already earning.
Whether you’re just getting started or looking to sharpen your day-to-day execution, these tips are designed to help you get the most out of your efforts — without getting overwhelmed.
When people are on the fence about trying something new, a good review can tip the scale. And for small businesses, social proof is one of the most powerful trust signals you can have.
I’ve worked with small businesses where one strong testimonial on the homepage or a LinkedIn shout-out from a happy customer made more impact than weeks of ad spend. People want to hear from real people — not just brands.
If you don’t have many reviews yet, that’s totally normal. You can start by reaching out to happy customers directly. A quick email with a specific ask — like a Google review, LinkedIn blurb, or quote for your site — can go a long way. Just make it easy for them to say yes.
Places to showcase testimonials:
Pro tip: If you already have great feedback buried in emails or support chats, ask permission to repurpose it. And if you want to automate requests, tools like HubSpot’s Service Hub can help you send follow-ups at just the right time.
When someone searches for your business — or even just what you offer — your business profiles across platforms like Google, Yelp, and Facebook are often the first thing they’ll see. These listings act as digital storefronts, especially for local businesses.
And they’re powerful. A well-optimized Google Business Profile can boost your local SEO, make your business easier to find on Maps, and help build trust through reviews and photos. Yelp and Facebook offer similar benefits, especially when people are comparing options in your area.
At a previous company, we helped a client claim and optimize all three profiles. Once they added real photos, consistent hours, a strong description, and started requesting reviews, they saw an increase in website clicks and direct messages almost immediately.
Here’s what to include across platforms:
Customer reviews — and replies!
You can get started here:
Pro tip: Once you’ve set these up, share the links with happy customers and ask them to leave a quick review like we talked about above. These platforms can also be great sources of discovery, especially when paired with active social media accounts like Instagram or Pinterest.
Word of mouth is great, but when you give happy customers a reason to spread the word, that’s when things really start to scale. A referral or loyalty program turns your best customers into your best marketers.
I’ve seen this work especially well for service-based businesses and subscription products. One SaaS company I worked with offered a $100 Amazon gift card for every successful referral, and it led to dozens of warm leads from people who already trusted the brand.
And not only have I seen it work, but I’ve done it myself! Just a few weeks ago I referred a friend to my favorite food delivery app and we both got $25 in credits for our next order. If that’s not a win-win-win, I don’t know what is!
Not sure where to start? Try one of these:
Pro tip: The best referral programs should feel like everyone’s a winner. Keep the ask simple, the reward clear, and the follow-through fast. You can build one right inside HubSpot’s Marketing Hub, too.
A formal referral program can definitely spark action — but organic word of mouth is just as powerful, and often even more credible. The best part? You don’t always have to ask. When people genuinely love what you do, they’ll tell others all on their own.
I’ve seen this firsthand. At one company, we were still in the early stages of building a referral engine, but because our onboarding and customer support were so strong, users were already sharing us in Slack groups and tagging us on LinkedIn. It wasn’t fancy — it was just thoughtful, responsive service that made people feel taken care of.
You don’t need to roll out a massive retention campaign. Sometimes, the smallest details leave the biggest impression.
Here are a few simple ways to encourage word of mouth:
Pro tip: Pay attention to the moments that often get skipped — onboarding, support emails, post-purchase follow-ups. That’s where delight lives. And when people feel delighted, they talk.
If you’re feeling stretched thin or you’re stuck on a project that’s outside your wheelhouse, bringing in a freelancer can make all the difference. Whether it’s content writing, design, SEO, or web development, hiring a specialist for a project (or even just a few hours) can help you move faster without hiring a full team.
As a freelance writer myself, I’ve supported dozens of small businesses that didn’t have the time or bandwidth to create content in-house. Sometimes that meant ghostwriting blog posts, and other times it was helping launch a new email campaign or tightening up web copy.
I’ve also been on the other side, working with freelance designers and SEO specialists to fill in skill gaps and move things forward faster for my own projects. You don’t need to do it all yourself.
Some things freelancers can help with:
Pro tip: Don’t wait until you’re overwhelmed to bring in help. Start by identifying one area that’s slowing you down or keeping you stuck, and then hire a freelancer to help you move it forward. Even a small win (like getting your blog backlog cleared or landing page refreshed) can create momentum and free up your time to focus on what you do best.
If bringing in a freelancer for a single project can help you gain momentum, you might be wondering: Should I outsource more? Maybe even all of it?
It’s a question I’ve seen a lot of small business owners ask — especially once marketing starts pulling you away from the work you actually want to be doing. And honestly, it makes sense. According to a recent report, 37% of small businesses are outsourcing at least one business process, and digital marketing is one of the most common areas they hand off.
I’ve worked with scrappy teams who outsourced everything from blog writing to paid ad management so they could stay focused on product and customers. I’ve also seen founders keep things in-house until they nailed their messaging — then brought in experts to help scale. There’s no one-size-fits-all approach. It really comes down to your goals, your bandwidth, and your budget.
If any of these sound like you, it might be time to outsource:
The good news is: Outsourcing doesn’t mean giving up control. It means adding capacity. The same study found that 59% of businesses outsource to reduce costs, and 57% say it helps increase focus and productivity. In other words, outsourcing isn’t a shortcut — it’s actually a growth hack.
Pro tip: Start small. Pick one area that’s slowing you down and test the waters. Whether it’s SEO, content, or ads, the right partner can help you get results faster and give you room to breathe.
Advertising can feel like a big leap — especially when you’re working with a tight budget. But you don’t need a massive ad spend to make an impact. Some of the most effective small business ads I’ve seen were simple, low-cost experiments that helped validate messaging, reach new audiences, or give a nudge to content that was already working.
This section is all about lightweight, modern ways to promote your business — without burning through your budget or your energy. These ideas are built to help you test, learn, and build confidence in what works before you scale anything up.
If your customers are already searching for what you offer, pay-per-click (PPC) ads can be one of the fastest ways to get in front of them. These ads show up at the top of search results — and when done right, they can bring in high-quality leads who are ready to take action.
I’ve seen small businesses test search ads with just $10 or $20 a day — starting with branded keywords or super-specific phrases — and end up finding a repeatable, profitable growth channel. Once those early conversions came in, it became a lot easier to justify scaling up.
And the channel’s still going strong. According to a recent Statista report, paid search in the United States alone will amount to an estimated 455.9 billion U.S. dollars this year. Why? Because it works. Especially when you start small and optimize along the way.
A few smart ways to start:
I’d recommend reading through this Ultimate Guide to PPC. Then, use the PPC planning template in this kit to create an optimized campaign.
Pro tip: Use UTM parameters or free PPC tools like HubSpot Ads Software to track which campaigns are actually converting. Don’t just look at clicks — optimize for what drives real results.
If search ads help you capture demand, social ads are all about creating it. They’re a great way to reach people who may not be actively looking for your product, but who are the right fit once it’s on their radar.
I’ve seen small businesses run incredibly effective campaigns on low budgets, especially when they used content that had already performed well organically. Think: a how-to video, a product demo, or a customer quote that got traction on Instagram or LinkedIn.
Starting with content that’s already working and boosting it means you’re not guessing what will land — you’re just amplifying it.
Social ad spend is projected to hit $219.8 billion globally this year, and small businesses make up a big part of that. Why? Because social ads are flexible, easy to test, and can be highly targeted.
To make the most of your budget:
Pro tip: Pull your best-performing organic posts and turn them into ad tests. If it worked once, it’s likely to work again — with a bigger audience behind it.
Earlier, we talked about offering a freebie or discount to encourage email sign-ups. This takes that idea a step further, using strategic incentives to turn interest into actual purchases.
Whether it’s a limited-time promo, a seasonal coupon, or a simple “10% off your first order,” incentives give people a reason to act now instead of waiting. I’ve worked with businesses that saw real results by pairing a small discount with a clear next step — like redeeming it in a follow-up email or applying it on a landing page.
In fact, 62% of U.S. consumers say they actively search for promo codes or coupons when shopping online, according to a recent eMarketer report. I mean, I know I do.
A few ways to test this:
Pro tip: Your incentive doesn’t always have to be a discount. Early access, free shipping, or even a bonus download can be just as effective when aligned with your brand and audience.
If you’re selling a physical product, marketplaces like Amazon’s sponsored products, Etsy Ads, and even eBay can be a great way to reach people who are already in buying mode. And while simply listing your products is a good start, sponsoring them gives you a serious visibility boost — especially in crowded categories.
I’ve seen a lot of small businesses test this approach by putting a small daily budget behind one or two of their best-selling products. It’s a lightweight way to increase visibility and drive conversions on platforms where people are actively searching. And because these ads run inside the marketplace, they often feel more native and less disruptive to shoppers.
Sponsoring your products on these platforms puts you in front of customers who are already searching for something like what you offer. It’s a way to compete without needing to drive all the traffic yourself.
Here are a few tips to get started:
Pro tip: Marketplace ads can also be a helpful testing ground. If a product performs well there, it might be a sign to feature it more prominently on your website or in your email campaigns.
If your business serves a specific city or region, don’t overlook the value of local advertising. Whether it’s your neighborhood chamber of commerce, a community newsletter, or a local events page, there are plenty of low-cost ways to show up in the places your customers already trust.
I’ve seen small businesses partner with local coworking spaces, sponsor niche meetups, or run simple shoutouts in community-driven newsletters — all for far less than a big digital ad campaign. And because these placements are hyper-targeted, they often lead to stronger relationships and better word of mouth.
Here are a few ideas to try:
Pro tip: Local doesn’t have to mean offline. Many community-based publications and groups now have email lists, social channels, or Slack groups where your audience is already hanging out. Meet them where they are — and keep it personal!
No matter how many best practices you follow, the truth is: every business is different.
What works for one company might totally flop for another — and that’s okay. The key is to treat your marketing like a series of small, low-risk experiments.
I’ve seen small businesses unlock major growth by simply trying something new — a new channel, a different CTA, a reworked headline. Sometimes it fails. But sometimes it’s the thing that changes everything. The point isn’t to get it perfect. It’s to learn what works for your audience, your offer, and your brand. Don’t be afraid to make mistakes, as long as you learn from them.
A few ways to start small:
Pro tip: Keep a simple spreadsheet or dashboard where you track what you tested, what changed, and what you learned. Over time, those small learnings add up and help you build a strategy rooted in what actually works for your business.
Download the Free Advertising Planning Kit
You’ve got the ideas — now it’s time to bring them to life. Whether you’re planning content, sending emails, or building your first website, the right marketing tools can make it a whole lot easier to stay consistent and get things done.
I’ve tested dozens of tools across startups and small teams, and these are the ones I keep coming back to. They’re simple, budget-friendly, and powerful enough to help you build real momentum — without adding complexity or cost.
Canva is hands-down one of my favorite small business marketing tools. I’ve been using Canva for years and I still recommend it to almost every small business I work with. It’s one of the easiest ways to create polished, professional-looking content without needing a designer (or any real design skills at all).
Whether I’m putting together a blog header, a social post, or a slide deck, Canva is my go-to. The drag-and-drop interface is super intuitive, and the templates make it easy to stay on-brand without starting from scratch every time. I’ve even used it to build mockups for landing pages and marketing emails.
It’s especially great for small teams or solo founders who want their brand to look put-together without blowing the budget — or spending hours in Photoshop. If you’re just getting started, it’s one of the most beginner-friendly tools out there. Plus, their free version is great too!
I’ve used Wix a few times over the years to help small businesses get a website up and running — and it’s one of the easiest ways to launch something that looks clean and professional without hiring a developer.
There’s a bit of a learning curve if you’ve never built a site before, but it’s pretty quick to pick up. The drag-and-drop editor gives you a lot of flexibility, and there are tons of templates you can customize for different industries and use cases. I’ve used it to help teams launch everything from one-page lead capture sites to more detailed product pages.
One thing I appreciate is that Wix also offers the option to get direct support or design help from their team. That’s a nice safety net if you run into something tricky or want a bit more polish. If you’re looking for a solid “set it and forget it” website option, this is a great place to start.
I personally believe that if you’re looking for an all-in-one platform to manage email, automation, forms, and more, HubSpot’s Marketing Hub is the best. I’ve used it with small teams that needed to get serious about marketing without stitching together a bunch of tools, and it made a huge difference. And that’s my honest opinion!
The email editor is easy to use, and like I said earlier, you can segment your list, build workflows, and track results without needing a developer or a full-time ops person. I especially love the way it integrates with HubSpot CRM so you’re not just sending emails into the void — you’re actually tracking what happens after someone clicks.
One team I worked with used HubSpot to launch their first email newsletter and lead nurture flow. It was intuitive enough for them to set up quickly, but powerful enough to scale as they grew. If you’re planning to grow your list and need more than the basics, this is definitely something worth exploring.
If you’re trying to stay consistent on social media — and not just post when you remember to — Later is one of the most approachable scheduling tools I’ve used. It’s especially great for visual planning, which makes it a nice fit for platforms like Instagram and Pinterest.
I’ve used Later to plan and schedule content across multiple channels, and it’s helped me (and clients) stay organized without needing to log in and post manually every day. The drag-and-drop calendar makes it easy to see how your content is spaced out, and I like that it includes link-in-bio functionality and basic analytics in the free plan.
If you’re building your presence on social media and want a low-lift way to stay consistent, Later is a great starting point. You can plan ahead, track what’s working, and keep your content on brand — even if it’s just you running the show.
Technically two tools, but these are some of the first things I set up anytime I launch a new website. They’re free, surprisingly powerful, and give you a clearer picture of what’s actually happening when people visit your site.
Google Analytics (GA4) helps you understand how people are engaging with your content — what pages they’re visiting, how long they stay, where they drop off, and what’s driving conversions. If you’ve ever wondered “Is anyone actually reading this?” or “Which blog post is bringing in traffic?” GA4 has your answers.
Search Console, on the other hand, gives you insight into how your site appears in Google search results. I use it to see what keywords I’m ranking for, what pages are getting impressions, and where there are opportunities to improve SEO. It’s also great for spotting technical issues that could affect your visibility.
If you’re investing time into content or SEO, these tools are essential. They help you stop guessing and start optimizing.
If you’ve made it this far, take that as your cue to get started (or keep going). I’ve worked with a lot of small businesses and startups over the years, and I’ve seen how much impact even the smallest marketing effort can make.
Sometimes it’s one blog post that starts bringing in search traffic. Or a one-page site that helps convert that first customer. Or a welcome email that turns into a real relationship. You don’t need a perfect strategy to start — you just need a place to begin.
Whether it’s publishing your first post, testing a new tool, or finally organizing your contacts, each small move helps build momentum. And that momentum matters.
The effort you put in today will keep paying off long after the post goes live.
Good luck — you’ve got this!
Editor’s note: This post was originally published in February 2017 and has been updated for comprehensiveness.
Facebook was born in 2004, and since then, countless other platforms have entered the social media arena. Still, it’s prevailed as a powerful marketing outlet — though exactly how to use Facebook for business has changed drastically. The phrase “Facebook is dead” can incite an […]
MarketingFacebook was born in 2004, and since then, countless other platforms have entered the social media arena. Still, it’s prevailed as a powerful marketing outlet — though exactly how to use Facebook for business has changed drastically.
The phrase “Facebook is dead” can incite an instant debate amongst marketers. Facebook is a lot of things — frustrating, constantly evolving — but it’s not dead. With more than 3 billion active users, Facebook is undeniably alive: it‘s the most active social media platform on the planet. But, the way it’s used by businesses changes too often for some brands to keep up with.
Taking a page from a 2004, 2014, or even 2024 Facebook playbook isn‘t going to guarantee success. Businesses that get traction on Facebook are tailoring their strategy to what’s working right now (and most are running ads). I’ve managed Facebook pages for all kinds of brands: nonprofits, local government offices, small businesses, digital brands, and more. Let me show you the ropes of a modern Facebook strategy.
Table of Contents
If you’re just doing Facebook to “check the box,” then you can set up your Page, enter your business details, and go water your virtual grass elsewhere. Brands ready to actually build and engage on Facebook can follow these steps.
Posting only text and photos on Facebook is so mid-2000s. Content can take almost any form on Facebook, including:
Here’s a great content example from activewear brand POPFLEX Active. This is a short-form video asking for product feedback from viewers:
The above list covers different content formats that you can produce on Facebook. Each piece of content also needs a goal. Popular content goals include:
Here’s an example of a short text post from Zappos. Not only did they post an engaging, on-brand question — they also replied to the comments from their audience. This leads us right into step number two.
If I had to guess, I would say that 80% of businesses handle engagement badly on Facebook. This isolates customers, loses momentum in the algorithm, and defeats the purpose of social media. Engaging with viewers on your Facebook Page is key in growing a meaningful social media presence.
On Facebook, you can directly engage with your target audience through:
Here’s a great example from Forme answering questions from their audience on a Facebook ad:
An engaged Facebook Page will require more time from the marketing or customer support team, but engagement is a good thing. Facebook tries to make it easy for brands, too.
Within your Meta Business Suite (previously called Facebook Business Manager or Business Manager Account), you can see your curated “to-do list” that includes unread messages and comments. This makes it easier for you to engage with customers and show that your page is a dialogue and not a monologue.
Note that business tools like this aren‘t available on a personal Facebook account. You’ll need to create a Facebook Business Page to access the Meta Business Suite. You can also use our social inbox tool to help manage all of your social communications.
There‘s more to Facebook marketing than just having a business page. Facebook groups are a powerful way to help customers maximize their success with your brand, but it’s not right for everyone.
Here are a few questions to ask to determine if a Facebook group is right for your brand:
If you’re nodding your head, then a Facebook group could be a viable part of your marketing plan.
Here‘s a Facebook group example from Instant Pot®, a pressure cooker company (that I can personally testify is worth the hype). On top of facilitating discussion, it’s a rich resource helping customers find success with the product:
The idea of an online forum surrounding a specific topic isn’t new. In fact, it has early internet vibes where there were dedicated community forums for any topic you can imagine.
A Facebook group is a powerful forum because you can observe the discussion and moderate when necessary, instead of having to provide all of the engagement yourself. Users will meet each other and find community by gathering around your brand.
I‘m in a number of Facebook groups like this — the Elementor Facebook group comes to mind. As far as I’m aware, Elementor employees engage minimally and users are helped by one another. Creating the group allows Elementor to have some say in the narrative/advice stemming from online chatter.
This step is similar to the engagement step, but it drills straight to the core of social media marketing. Is your Facebook page a monologue or a dialogue? It should be a massive learning opportunity for your marketing team.
I’ve noticed that many businesses let their failure to listen on Facebook turn into a negative billboard for their company. For example, customers leaving comments on posts asking to get in touch with customer support and getting ignored.
Or worse — other viewers start to dogpile on the discussion, complaining about the brand together (I see this happen all the time on the Pinterest Facebook page).
When I managed the Facebook page for a local government office, I can remember people asking critical questions about how their tax dollars were being used. It’s a fair question, but leadership insisted on deleting the comments instead of engaging. It was a huge missed opportunity.
To really leverage Facebook for marketing, you should actively ask users for their feedback and use social media listening tools to track what people are saying. You can track mentions of your company and follow hashtags so you always know what’s trending and going on with your customers.
The more engagement you get, the more data you’ll be able to pull about your audience through the Meta Business Suite:
These audience insights are helpful to steer your marketing decisions in general, but they’re also extremely powerful if you plan on pursuing Facebook advertising.
Facebook is most popular among businesses for its advanced ad reach. If you’re running online ads, Facebook is one of the best places to do it. You can create ads relatively quickly and use advanced tools for customization and audience targeting.
Spending money on ads is nerve-wracking, but use our free resources to help you learn and leverage AI in this process:
Not sure where to start? Consider starting with a retargeting ad. This type of ad campaign focuses exclusively on viewers who have already been on your website but not purchased.
Here’s an example from Warby Parker. After browsing glasses on their website, I opened up Facebook and immediately saw a company ad. Retargeting ads on Facebook are extremely powerful and can help make the most of your budget.
Now that you know how to use Facebook for business, let’s dive into some tips and tricks to help you succeed.
(P.S. Already a HubSpot customer? Click here to integrate your HubSpot account with Meta Ads and become eligible to win $15K to skyrocket your business ads strategy.)
New to Facebook marketing? Learn all about it with HubSpot Academy.
First thing’s first: You need to create a business Page — not a personal Facebook profile — to represent your brand. Pages look similar to personal profiles, but they include unique tools for businesses, brands, and organizations. Your fans can Like your Page to see updates from you in their News Feeds, which is something they can’t do for personal profiles.
Not only will this maximize Facebook‘s business potential for you, but it’s actually against Facebook’s Terms of Service to use a personal account to represent something other than that person, like a business. If you‘ve already created a profile for your business, you’ll want to convert it into a business Page, which you can learn how to do easily here.
Setting up a page is simple. Just visit this page and follow the step-by-step setup instructions.
Once you‘ve created your business Page, it’ll get a randomly assigned number and URL, like facebook.com/pages/yourbusiness/123456789. To make your Page more shareable and easier to find, you’ll want to create a recognizable vanity URL (e.g., http://www.facebook.com/hubspot).
To create a vanity URL, visit this page, then follow the instructions.
Facebook‘s page design lets you feature an 820 x 312 pixel cover photo at the top of your business Page. You’ll want to optimize that cover photo to capture the attention of new visitors, encourage them to explore and learn more, and provide an effective mobile experience — all the while ensuring you‘re following Facebook’s Page Guidelines.
Learn all about do‘s and don’ts for your Facebook cover photo in this blog post.
Here are some more awesome examples of business Page cover photos to get your creative juices flowing. You can also use these free Facebook cover photo templates to create your own.
Download Free Facebook Cover Photo Templates
Pick a profile picture that will be easy for visitors to recognize — like your company logo or a headshot of yourself if you’re a solopreneur or consultant. Being recognizable is important for getting found and Liked, especially in Facebook Search. Your profile image is pictured at the top of your Facebook Page and is also the thumbnail image that gets displayed next to all your Facebook Page updates, so choose wisely.
When choosing a photo, keep in mind that Facebook requires your profile picture dimensions to be 170 pixels by 170 pixels.
It’s located on the left-hand side of your page beneath your profile picture. This is the first place people will look when they arrive on your Facebook Page.
Optimize this section with brief yet descriptive copy to give visitors a sense of what your Page and your business are about before they decide to “like” you.
Here’s an example video marketing software company Wistia:
To edit your own “Intro” section, scroll down to this page of your Facebook business page and select “edit bio.” You have 255 characters to use, so choose your copy with intention.
The best tip for Facebook marketing in 2025? “Get deep into community, engaging content, and adding value,” shared Dr. Stefanie Boyer, Professor of Marketing at Bryant University.
“Stop broadcasting like an advertising channel with one-way communication and deliver what the community wants. Think local groups, private groups, sending individual messages, and make sure each engagement adds value, rather than ‘checking in’ or pushing an agenda,” Dr. Boyer advised.
“The algorithm prioritizes meaningful interactions. A Facebook Group that is run well (responsive, engaging moderators, and valuable content) can outperform public posts 10 fold in engagement.”
Let viewers immediately see your most important content by putting it in the “featured section” of your Facebook Page. Also called the “pinned items” section, you can include up to six items here, including:
To edit, go to the top of your Facebook Page wall and select “manage” under the “featured” section:
Facebook’s option to place a simple call-to-action button at the top of your Facebook Page is another handy feature. You can learn how to add a CTA button to your business’ Facebook Page here. Edit this setting by clicking on the three dots on the right-hand side and selecting “add action button.”
You can choose from 16 pre-made button options:
Use these buttons to link to any website that aligns with your business’s goals.
The “Sections” on your Facebook Page appear like tabs under your profile picture. In fact, these used to be called Facebook business page tabs.
Some of these are required, like about, mentions, and reviews. Others are optional, allowing businesses to remove these “sections” from your page:
Blast from the past: Facebook business page tabs used to be more customizable. Now, they’re quite limited, but businesses should still deselect the off-brand topics from this list. To do that, visit your page, then click the “More” tab and choose “Manage Sections” from the dropdown menu.
Here are two questions we hear a lot: How often should I post to Facebook? Will posting more frequently help me reach more people?
Statistic: The average Facebook page posts 7.9 times per week.
Should you automatically post that often? In short, the answer is no. At the end of the day, how visible your posts are in people’s News Feeds all comes down to the quality of your posts. These algorithms are meant to filter out the irrelevant and the poor-quality posts so that the highest-quality stuff is what gets through and gets shown to users.
So don‘t overwhelm your customers with content on Facebook, and be selective about what you’re publishing. Spend more time crafting better Facebook posts, and less time crafting a lot of Facebook posts.
Remember: It‘s a marketer’s job to post content to social that’s interesting, entertaining, helpful, and/or relevant to the audience. This means picking relevant topics, writing delightful copy, and posting compelling images and videos. Many brands even lean into internet culture, like the below example from outdoors brand Gnara.
Another common question: When’s the best time to post to Facebook? Unfortunately, there‘s no perfect answer — different businesses may find different days and times work best for them. Timing often depends on what your target audience uses Facebook for, the region(s) you’re targeting, the content of your post (e.g., funny or serious), your goals (e.g., clicks versus shares), and so on.
That being said, there is data out there on optimal times to post on Facebook:
Think of this data as a general guideline, and use it to help you find the optimal posting times for your business.
For businesses, social media continues to be driven by content. It‘s a marketer’s job to post content to social that‘s interesting, entertaining, helpful, and/or relevant to our audience. Start populating your Page’s timeline with content by handpicking your best, most helpful blog posts.
If you’re strapped for resources but maintain a business blog, you can try connecting your blog to auto-post links to new blog content you publish. Many blogging platforms (like HubSpot) automatically offer this feature within the software — you‘ll just need to turn it on and sync it with your Page.
You don’t want to put too much emphasis on automation, though. It’s okay to auto-publish some content, but make sure a real human is posting and engaging with your fans, too.
Have you noticed that when you post a link to Facebook, it pulls in a brief description as well as an image?
The description gets pulled from the page’s meta description, which refers to the HTML attribute that explains the contents of a given web page. It‘s the short description you see on a search engine results page to “preview” what the page is about, and it’s also the copy Facebook will automatically pull in to populate the description of a post.
Without a meta description, Facebook may pull in the first text they can find, which doesn’t make for a very good user experience. Plus, meta descriptions are your chance to sell your visitors on what you have to offer: informative, valuable content.
Your meta description should be compelling enough to get people to click, and it should be 155 characters or fewer in length. Read this blog post to learn more about writing effective meta descriptions.
Keep your copy succinct by removing the horrendously long URL you’re sharing from the text in your post.
Your post real estate is precious, and you want to ensure any characters employed are purely for the sake of sparking a reader‘s attention. Plus, any user can click on the generated thumbnail or title for that URL to navigate to the blog post, web page, or any URL you’re linking to — so there’s no need to include it in the copy of your post as well.
Facebook‘s timeline page design places more of an emphasis on visual content like images and videos. That’s why posting compelling visual content is one of the most important things you can do to improve your Facebook strategy.
Use this to your advantage by posting your best visual content to your Facebook page or making an effort to create more visual content. (Click here to download 50 social media image templates for free.)
A successful social strategy will often include photos, videos, and screenshots of infographics or other graphs. In addition to being fun to look at, it’s important that your visual content be compelling and relevant to your audience.
Another reason to post lots of visual content? It’ll help auto-populate the “Photos” and “Videos” tabs, which are automatically added to every Facebook Page. You want those to be rife with visual content when people click on them.
Don‘t just post images for the sake of posting images. To give your users the best experience possible, you need to optimize your images for Facebook so that they’re the right sizes and dimensions. (Click here to download pre-sized cover photo templates for Facebook and other social networks for free.)
Below are a few of the most common Facebook image sizes, but you can find a more detailed guide here.
Video content on Facebook can take a couple different formats:
Statistic: Video consumption accounts for 60% of the time users spend on the Facebook app. Reels alone account for 50% of that time.
Facebook is continuing to tweak how the algorithm measures people’s interest in video content on Facebook, but the main takeaway is to make your videos as visually engaging as possible — especially in the first few seconds. This is known as a video’s “hook.”
Why? Although all videos on Facebook autoplay in people‘s News Feeds, they’re on mute until the viewer manually turns the volume on. The more visually engaging your video, the more you can entice people to stick around.
Getting people to spend more time watching your video will help your video rank higher in the News Feed because to Facebook, signs of user engagement with a video include spending time watching the video, turning on the audio, switching to full-screen mode, or enabling high definition.
Facebook Insights is Facebook‘s internal analytics tool that helps you measure and analyze your Facebook presence. The tool provides Facebook page administrators with analytics data about Page visits and engagement, which can help you understand which content is and isn’t engaging to your fans.
Access your page’s Insights here or by clicking into the ‘Admin Panel’ on your Page. We’ve also published an informative blog post and video that walks you through how to analyze Facebook Insights to improve your content strategy.
Scrambling for Facebook content is not a new phenomenon. We have meetings. We run late. Things come up. That‘s why you’ll want to use a third-party Facebook application like HubSpot’s social media publishing tool to schedule your Facebook posts (and other social media posts) in advance.
First, download our free social media content calendar template to help plan your posts in advance. You can fill it in at the same day and time every single week to prep for the following week’s social media content. Then, use that third-party Facebook application to actually schedule out your posts.
However, just as we advised against too much Facebook automation with blog auto-posting, the same holds true for scheduling. Don‘t get caught in the trap of turning your page into a robot, and make sure you’re actively engaging with your fans, too.
Adding Facebook social media buttons will help encourage visitors who are on your website to also connect and interact with you on Facebook, as well as spread your content and expand its reach.
The Facebook Follow Button lets you expand your Facebook reach by making it easy for your site visitors to Like your business‘ Facebook Page with just one click. It displays your page’s number of Likes, as well as faces of people who already like your page, using social proof to amplify its effectiveness.
The Facebook Like Box lets you promote your business’ Facebook Page on your website and blog, highlight other users who have already Liked your page, display your follower count, and feature recent posts on your page. With just one click, people can Like your business Page — without leaving your site.
The Facebook Like Button lets people easily Like your content. When a user Likes a piece of content, it may show up in your friends’ News Feeds because the algorithm takes it as a signal that your friends will find it relevant.
(Note: This button doesn’t allow them to add personalized messages to links before sharing them. To allow users to add a personalized message, use the Facebook Share Button, explained below.)
To customize your Facebook Like Button, visit this page and follow the instructions.
Facebook Share Buttons act similarly to the Like Button by sharing your content on their Timeline and in friends’ News Feeds, except they also let people add a comment or message to the link when sharing it.
To generate a Facebook Share Button, visit this page and follow the instructions.
Give yourself a competitive edge by staying on top of the latest announcements from Facebook, such as new features and tools, by subscribing to the official Facebook Blog.
Facebook offers users the Ads Manager. Facebook’s Ads Manager works great for most companies. Figure out which is best for your business based on your company size and the number of ads you plan to run at once.
The best Facebook ads are high-quality, relevant ads that fit seamlessly into the user’s environment on Facebook. Learn more about your customers and prospects using Audience Insights, which you can find inside the Facebook Ad Manager in the left-hand navigation.
The tool will help you target your ads more effectively and learn about your audience — even if you are not advertising to them. How? The data can help you build stronger buyer personas, create more compelling content, and uncover some gems for your competitive research.
Running a single campaign won’t give you much to work with in terms of finding your audience, optimizing your ads, and determining if Facebook advertising works for your business. You need to be able and willing to run multiple campaigns to test and experiment with different parts of a single campaign. This process should be strategic.
“You need a structured approach to test Facebook ad creatives at a high volume without losing sight of why ad creatives are performing well,” shared Colby Flood, Founder at DataAlly. He shared that he tests his Facebook ads in this order:
“Most marketers get very hung up on why one single ad performed well, which is important, but you will get lost in the data if you don’t zoom out and track performance from a 1,000-foot view to understand the ‘why’ behind performance trends,” Colby advised. “You can accomplish this with clear naming conventions for your ad creatives to help filter data by each category you test.”
Facebook ads reward you for testing more ads and targets. Whereas cost-per-click doesn‘t change much when you’re advertising on Google or LinkedIn, Facebook ads cost a lot less if you’re diligently testing them.
Want to learn more? Read this blog post to learn more about creating, optimizing, and analyzing your Facebook ads.
As I discovered in the State of Marketing Report, Facebook is the social media channel that marketers plan to invest the most in 2025. It also holds the highest ROI from influencers (28%). I know that Facebook for business has undeniably changed in the past few years, but it still holds incredible power for your brand, and it’s important to figure out how it can work for your company.
Editor’s note: This post was originally published in September 2011 and has been updated for comprehensiveness.
I worked as a sales development representative (SDR) at IBM for the first five years of my sales career. I learned then (and appreciated even more as an account executive) that SDRs are often the unsung heroes of high-performance sales teams. I still appreciate the […]
SalesI worked as a sales development representative (SDR) at IBM for the first five years of my sales career. I learned then (and appreciated even more as an account executive) that SDRs are often the unsung heroes of high-performance sales teams. I still appreciate the critical role that SDRs play in gathering account intelligence and building credibility with campaign responders when they call or email me when my research crosses paths with their campaigns.
My experience in this role provided me with a sales development process and a foundation of sales skills. As my career progressed, I often applied the ice-breaking and credibility-building skills I learned as an SDR to be a more successful inside sales and field sales rep. I learned how to build rapport and engagement with prospects, use value-based selling techniques, actively listen to prospects and customers for signals, ask questions, and handle objections.
In this post, I’ll define SDR sales and what an SDR is. Next, I’ll dive into the skills every sales development rep needs to master and, finally, how to succeed as an SDR.
Table of Contents
Next, let’s review what SDRs do and how their responsibilities differ from other sales roles.
A sales development representative is a sales or marketing team member who is responsible for prospect outreach and lead qualification related to inbound marketing campaigns. They are often confused with business development representatives (BDRs) who develop leads through outbound prospecting within a defined territory or industry.
As an inside sales team member, an SDR focuses on inbound prospecting, moving leads through the pipeline, and qualifying the leads they connect with. While SDRs don’t close deals, they help sales reps by determining whether a lead will be an ideal customer fit.
According to Orum’s 2024 State of Sales Development, which surveyed 1,000 sales leaders, 70% expect to add more SDRs to their team in the next year. The field appears to be growing, but what exactly does the role entail?
SDRs are measured on their ability to move leads through the sales pipeline. They focus on qualifying, contacting, and nurturing quality leads — strengthening relationships with the right people by offering value.
Yechiel Gartenhaus, co-founder at Clavaa, says, “SDRs are the real engine behind any company’s pipeline — they figure out who’s actually worth the sales team’s time. Their channels? Grinding through cold calls, firing off emails, and sliding into LinkedIn DMs.”
According to Gartenhaus, SDRs need research chops, a thick skin for rejection, and the ability to talk to strangers “without sounding like a robot.”
“ At the end of the day, their paycheck depends on setting up meetings and making connections that stick,” Gartenhaus says.
He adds that he isn’t looking for order-takers or script-readers at his company. “The SDRs who crush it aren’t just playing the numbers game — they’re studying their data, crafting messages that feel like they were written just for you, and constantly tweaking their approach based on what actually works,” he explains.
And what does the 9-5 of an SDR involve?
Marty Bauer, director of sales and partnerships at Omnisend, talks about a general day in the life of an SDR at the organization he works at.
While SDRs qualify and cultivate leads, sales reps are measured on their ability to close deals that meet or exceed their quota for a given time period. Although the two are different, these roles rely on each other to meet their individual and business goals.
From start to finish, the inside sales team structure functions like this:
This workflow is simple and serves as the foundation for most sales operations.
There are eleven essential skills that will help you succeed as an SDR. If you’re an SDR, bookmark this list for reference. If you’re a manager, you’ll want to share this list with your team in your next sales meeting.
Video prospecting has gained popularity over the last few years, and for good reason.
Simply put, video prospecting is customized outreach in a short video clip, usually lasting less than two minutes. Unlike a phone call or an email, the prospect can connect with you on a more personal level without the time commitment of scheduling a Zoom call. An SDR doesn’t need to be a technical master or Oscar-worthy movie star to create effective videos — you just need to be comfortable on screen.
At HubSpot, we’ve seen great results with video prospecting. Our team uses Vidyard — an easy-to-use tool that lets you quickly create videos using your webcam and screen share function. You can embed video clips in your emails, LinkedIn posts, Google Slides decks, and it also integrates with HubSpot.
If you are experiencing on-camera fatigue or camera shyness or want to perfect your video delivery at scale, you can even create an AI avatar that (according to Vidyard) looks and sounds like you.
There are many more software options for video prospecting, including Loom and Wistia. I’ve tried these apps for giving guided demo tours and sharing recorded presentations. I find they enrich emails and LinkedIn posts with more humanity.
Pro tip: Practice your video skills by creating short, engaging clips to interview yourself, deliver value with a quick tip, and ask to schedule a call. Review the video and take note of your delivery and how it might come across to a viewer.
You can also optimize your process by monitoring the performance of different types of videos to see what prospects prefer best. The more videos you make, the more efficient your workflow will be. In time, you’ll be able to whip up customized videos like they’re emails.
As an SDR, balancing quantity and quality when prospecting can be tricky. You want to build a healthy pipeline for your sales reps, but you know that connecting with qualified leads takes time.
Brandon Kirsch, a sales manager at HubSpot, balanced quality and quantity in his outreach efforts. Emails were personalized and timely for the prospect and addressed an immediate need. Here’s an example he shared with me:
Hi Michael,
I hope this email finds you well! Based on my research on LinkedIn, you seem to be heading marketing initiatives that focus on Dunder Mifflin’s overall growth strategy.
After doing some research on Dunder Mifflin, a bunch of things stood out to me as reasons to have a timely conversation about how inbound marketing HubSpot could help:
Are you interested in connecting sometime this week? Feel free to book 15 minutes with me here [insert link].
Thanks in advance,
Brandon
Pro tip: Develop a scalable process for writing customized emails and prospect research. LinkedIn Sales Navigator can help you gather important information about a business in one glance. Once your prospecting blitz is underway, a tool like HubSpot’s free meeting scheduler can help you plan calls to connect.
How can SDRs continue to add value to a sales process that is becoming more automated every year — especially in the prospecting stages?
In my opinion, the best way for an SDR to demonstrate their value-add is to adopt active listening techniques. A chatbot might be able to qualify a lead, but it can’t ask layered sales questions or listen to information as well as a human being (at least not yet). The interaction between a prospect and an SDR should be genuine and helpful — not robotic and forced.
No matter what your company sells, you must be highly attuned to phrases that indicate a prospect could be a good fit for your company’s products or services. This is where active listening comes in. An adaptable and empathetic SDR focuses on gathering valuable information that will help them move a prospect further down the pipeline rather than checking lead qualification boxes.
For example, my sales team had a weekly SDR “film club” where we would review a seasoned SDR’s recorded call. In one of the call reviews, this SDR discovered that the prospect’s company offered a freemium version of its product. The prospect confirmed the annual value of an average new customer, and the SDR immediately moved on to the next topic.
Swing … and miss. The SDR could have explored the following with his prospect:
The answers to these questions would have been crucial to understanding how to solve a major pain point for the prospect. In general, these questions can uncover a wealth of information about virtually any business that offers a free or reduced-price trial of their product.
These questions help an SDR understand the opportunities within the prospect’s company. Plus the prospect can reflect on things they may have been putting off for another time simply because no solution existed yet.
I remember working on an outbound campaign, connecting with customers who my company wanted to migrate off their legacy platform to the modern SaaS technology. I called the CTO of a government agency, who surprisingly answered the phone on the second ring. We had several interesting conversations, and I used active listening skills that I had just learned in sales methodology training.
The customer was very interested in migrating to the latest technology and had managed the modern platform in his former job. Yet he had some public sector procurement policies to follow before he could invest in the migration.
We built a strong relationship, and fortunately for me, I moved to a field sales role where I could close this deal, which ended up being a seven-figure sale, including services and applications.
The CTO told me that I was the only person he liked working with at my company because I listened to his needs and was responsive and proactive in meeting his expectations. He also said he realized he could be demanding to work with and had been voted the most difficult customer by another IT firm. I think I learned more from working with this customer than any other throughout my sales career.
As you can see from my story above, practicing active listening means being adaptable. That means straying away from a prepared checklist and recognizing when an opportunity to dig deeper presents itself. A successful SDR understands the value of being present and having a real conversation.
Pro tip: To improve your active listening skills, level up your sales conversations by:
Active listening means knowing when it’s time for you to speak up and when it’s time to sit back and listen.
When you’re an active listener, you engage with the prospect/lead and gather the pivotal information you need before you send them further down the sales pipeline.
According to sales professionals, the most effective sales channels are meeting in person and phone calls. Ideally, SDRs want to speak with a prospect on the phone, but sometimes, a voicemail is the next best option.
But leaving a good voicemail is harder than it sounds.
In a short amount of time, you have to entice a prospect you’ve never spoken with to call you back. Some people like to be concise: “Hi, I’m [Salesperson] from [Company]. I would like to speak with you about X strategy. Give me a call back at XXX-XXX-XXXX.”
Personally, I like to add a snippet of value to this equation: “I saw you are building a new manufacturing facility in X. I would like to tell you how we helped our customer, Dunder Mifflin, manage their production and distribution growth.”
Leaving a good voicemail is an indispensable skill for an SDR and thus requires practice.
What other channels are there? For the Orum report, 1,000 sales leaders were asked what KPIs their SDRs are tracked on. The results were:
Pro tip: Don’t simply go through the motions so you can log activity in your CRM — be committed to quality touchpoints across all the activities you complete to move a prospect through the pipeline.
Coachability is one of the most essential traits an SDR can have. Confidence is important, but an SDR’s ego can cloud their ability to receive and implement candid feedback.
The best SDRs proactively seek out coaching from high-performing peers and crave honest feedback from their managers. Getting real-time feedback is best, but you can also build out a list of all the questions or challenges you faced in a given week and debrief them with your manager during a scheduled one-on-one.
Feedback is crucial as it offers a third-person perspective on your performance and areas of improvement. People often have certain biases that shape how they view themselves — an external viewpoint helps counteract these biases and provides a more objective approach.
I had some great managers as an SDR, yet I admit there were times when I wasn’t as receptive to their coaching guidance as I should have been. I remember times when it was difficult to connect with someone on the phone, which made getting into a coachable mindset challenging. It felt like the only coaching I could apply was voicemail etiquette. Yet, on the occasions I did speak with a live prospect, I was more confident navigating through discovery calls to qualify leads.
Pro tip: A great way to champion coachability is to seek coaching and development opportunities. You can attend sales training and ask others (like mentors or coworkers) for feedback on your performance to evaluate your skills and better your processes. If it’s challenging to receive feedback, consider that you and the person giving it have one common goal: improving the sales process as a whole.
As an SDR, you should be aware of your strengths and weaknesses and let them guide the technical depth or business breadth of your calls. It makes the prospect feel they are speaking with an advisor who wants to understand their business challenges — not just a telemarketer. When you know what you’re amazing at and where you can grow, you can create strategies for dealing with a bad call or rejection.
For example:
Pro tip: Self-awareness will help you and your sales manager analyze your performance, including the wins and setbacks, and reflect on what went well and what didn’t.
Self-aware SDRs will ask for feedback from managers and colleagues to understand their strengths, weaknesses, and areas for growth. They’ll also take the time to review their past performance, like sales call transcripts, to understand their strengths, weaknesses, and areas for growth.
Sales processes vary from person to person, but adopting and sticking with them is critical to staying organized. Schedule management helps SDRs manage their days and prioritize the activities that are key to their success (e.g., email outreach, calls, and meetings.)
When you’re organized, it’s easier to keep track of your leads, qualify your pipeline, and design a workflow that helps you nurture important relationships that lead to closed deals down the road.
Pro tip: Organizing your day-to-day sales processes will help you master your outreach cadence so you can have thoughtful and meaningful prospect interactions.
You could write out a to-do list to prioritize your tasks for the day and plan for upcoming ones. Or integrate your Google or Outlook calendar and use the meeting scheduling function of your CRM to keep track of key dates in your process.
Successful SDRs are curious and eager to learn. Being curious about learning a new product, industry, or organizational knowledge can help them in their current role, but it will also help them as they grow in their career.
SDRs should initially have a solid foundation of their company’s products and services and clearly understand their buyer personas and the everyday challenges prospects face. This helps them to position the strengths of their company and its solutions relative to prospect needs and competitive solutions in the marketplace. However, they should be guided on how deep they dive into customer needs and solution details before passing an opportunity to a more senior salesperson.
When I was an SDR at IBM, I always asked lots of questions in meetings and training sessions. My colleagues relied on me to ask the questions they wanted to but were concerned they might look silly for asking them. I probably tested the adage, “There’s no such thing as a stupid question,” several times. However, my curiosity was an asset as an SDR, and I think it is today as an avid researcher and writer.
Pro tip: Curiosity is something that you can build, and you can remain curious as an SDR if you:
Gathering new information is relatively easy and often free through internal resources offered by your organization, online research through blogs (like HubSpot), training sessions from sales professionals, industry events, and meetings with colleagues. Learning is a continual process that great SDRs should prioritize.
82% of sales professionals say that building relationships and connecting with people is the most important part of selling.
Effective SDRs are able to build genuine, trusted relationships with prospects. They should prepare them for your company’s multi-tiered sales process before turning them over to your account manager for deal closure.
I found the best way to build relationships with prospects was to help them understand what an SDR’s role and responsibilities are and to assure them that I would be their advocate.
To be a successful relationship-builder, you must be able to communicate with a wide variety of people across multiple channels. Whether you are connecting with a contact over email, presenting to a prospect in a virtual meeting, or sending them a pre-recorded video, you’ll want to clearly communicate your points and ideas that keep them engaged.
It’s also important for SDRs to have sufficient emotional intelligence to connect and empathize with prospects and understand their goals and needs.
Pro tip: A great way to become an effective relationship builder is to build rapport with prospects. It’s easier to do so if you’ve researched their business and their role within it so you can have conversations centered entirely around them and their needs. Finding common ground during your research can help you break the ice with casual conversations about your shared interests.
There’s no doubt that SDRs have a tough job. Unlike sales reps, whose main goal is to close deals, most SDRs don’t get that type of glory.
I remember challenging days from my time as an SDR when it was difficult to get prospects on the phone or respond to voicemails or emails. I was doing A/B testing on my voicemail scripts, icebreaker lines, and emails before I knew what A/B testing was.
In addition to the hard skills we’ve reviewed, maintaining a positive mindset is a soft skill that — for many people — can’t be learned in a book. Resilience takes practice. If you’re flat or discouraged one day, it can resonate over the phone. Your prospect will pick up on your low energy and may consider it a red flag about working with your company.
At the same time, bad calls happen to the best of us. Recovering and learning from them is challenging yet necessary for progressing in your sales career. Whether a prospect was rude or you made a mistake, it’s okay to feel frustrated. However, allowing those feelings to derail your motivation for the rest of the day will negatively impact your next batch of calls.
Pro tip: Resilience is not necessarily something that can be taught, but becoming more resilient as an SDR means:
Don’t let these temporary roadblocks ruin your day — or the prospect’s day, either. Resilience is crucial for keeping your head in the game. Developing this ability now will also be invaluable down the road when you have to recover from losing a big deal without skipping a beat.
This last skill is critical to sales development rep success: objection handling. It’s true that 35% of sales reps say that overcoming price objections is their biggest challenge — but that doesn’t have to include you.
Overcoming objections is a skill that most reps develop over time. They learn the solutions their business offers and develop an understanding of their value and how they work. When you can position these solutions to eliminate a pain point for the prospect, you start to develop trust — which is a key factor that influences whether they’ll buy or not.
I discovered that my best discovery calls were when I asked open-ended questions in the beginning and allowed prospects to describe their current state and challenges. I would wait for the prospect to fully describe their needs and priorities before describing how my company could address their needs.
I found that a better understanding of the big picture helped me to thoroughly address objections and how my company (and possibly its partners) could help them address their business challenges. Interrupting to discuss product features and functions often could take the conversation off on a tangent that wasn’t an effective use of the prospect’s time (or mine).
Pro tip: Handling objections can be one of the biggest obstacles sales reps overcome in their careers. Our free guide on prospecting and objection handling offers templates and best practices you can start using today in your calls and emails.
You can also implement the practices I’ve mentioned on this list, like gathering peer feedback on how you handled objections or even partnering with more experienced SDRs and salespeople to learn more about how they handle objections and move on from them.
I spoke to former SDRs along with sales and marketing leaders on tips to succeed as a sales development rep. Here’s what they advise:
Scott Ramey, a former Fortune 500 C-Suite executive who now helps sales leaders become better at authentic selling tactics, says that fear is often the biggest obstacle to success for business development.
He thinks the key to overcoming that fear is to focus on the prospect, their needs, and how you can help them — not on yourself.
“It shows up as sales reluctance, even in the most experienced rep. We tend to learn our lessons a little too well, both good and bad. The bad experiences stick with us, making us hesitant. The good experiences make us comfortable and potentially complacent. The key to long-term success is committing fully to an outcome that genuinely benefits your client or prospect,” Ramey says.
He adds that when you shift your focus outward, fear takes a backseat, and authentic connections drive results. “When it is no longer about you, the pressure is no longer on you,” explains Ramey.
Chris Sorensen, CEO of PhoneBurner, a sales SaaS platform, who also has a background in enterprise sales, says, “It’s normal for sales reps to focus more on the first touchpoint but fail to engage prospects consistently going forward. I find that reps who create a structured follow-up cadence (calls, emails, even SMS) tend to see better results.”
He’s seen firsthand how persistence separates top SDRs from the rest in his company. For example, one rep recently helped close a high-value deal after seven touchpoints over two weeks — something that wouldn’t have happened if they had stopped after one or two attempts.
“The key is to add value at each interaction rather than just ‘checking in.’ Whether it’s sharing a relevant case study or addressing an objection, every touchpoint should move the conversation forward,” he mentions.
“Adaptability is one of the most important qualities of a successful SDR. Every prospect and deal is different, so you can’t always trust one script, however perfectly thought-out it might be. So, read the room and adjust your approach based on the conversation,” says Marty Bauer from Omnisend, who specializes in tech sales in SaaS companies across his decade-plus sales career.
He mentions that his willingness to adapt shaped his whole career. For example, when he first joined his current company, he initially aimed for a partnership role. However, after discussing with the team, Bauer realized that sales fit better.
Additionally, he advises that sticking to the basics of your company’s onboarding plan might yield only average results.
“But if you’re curious enough to find answers to questions and customer pains yourself, you’ll accomplish more and move ahead faster because you’ll naturally look for out-of-the-box solutions. This won’t just set you apart — it will also allow you to quickly adapt to different prospects, situations, and the constantly changing market,” Bauer says.
Peter Lewis, CEO at Strategic Pete, an agency specializing in growth strategy, SDR acceleration, and marketing systems that drive pipeline, says, “Ask any sales manager what they do to onboard SDRs, and they’ll give you the same responses: cold call scripts, email cadences, CRM training. The problem? None of those are going to teach how to sell.”
His agency handled the process a bit differently for a client. Instead of putting new SDRs into outbound directly, the agency had them reverse-engineer the sales process first. How?
They learned sales from the buyer’s side first, then started prospecting.
“SDR ramp time dropped from six months to 45 days. Their first cold calls were warm because they already knew the conversations buyers were having,” he adds.
Patrick Hutchinson, a former SDR manager, says that he stepped into tech without ever making cold calls, sending a cold email, or ever using or knowing what a CRM was. Seven months later, he had already surpassed the senior SDR role and was promoted to SDR manager over a team of 12-13 SDRs.
How did Hutchinson do this?
He credits positive self-talk and vivid imagery. “I truly convinced myself that becoming a top rep and making a massive impact was inevitable, and that’s exactly what happened,” says Hutchinson.
The biggest piece of advice he would give to anyone who wants to perform at a high level as an SDR and find long-term success (not just in software sales but in life) is learning to “see” and “feel” the end from the beginning. But what does that mean?
“It means your perception truly does shape your reality. If, on day one as an SDR, you are already vividly imagining yourself as a top SDR manager or account executive, whatever path you want to take, your actions naturally begin to align with those thought patterns, and what you once considered a dream starts to materialize into your reality,” he explains.
In my opinion, consistent practice is key to mastering SDR skills. Rome wasn’t built in a day, and continuous learning (and taking action) will help as you grow in your career. For me, the most foundational skill is self-awareness. If you are aware of your strengths and weaknesses, you will be more open to coaching and improvement, and you will be more attentive to the needs of your prospects.
If you’re looking to create a budget website on an easy-to-use platform, Google Sites may be the perfect fit. Setting up a Google Site is relatively straightforward, but there’s still a learning curve.
WebsiteIf you’re looking to create a budget website on an easy-to-use platform, Google Sites may be the perfect fit. Setting up a Google Site is relatively straightforward, but there’s still a learning curve.
In the paid acquisition world, clicks on your ads can seem like the holy grail. But to accurately measure my content’s converting capabilities, I’ve found cost per acquisition (or CPA) to be a much more valuable metric. If you really think about it, clicks only […]
MarketingIn the paid acquisition world, clicks on your ads can seem like the holy grail. But to accurately measure my content’s converting capabilities, I’ve found cost per acquisition (or CPA) to be a much more valuable metric.
If you really think about it, clicks only tell you if people arrive at your content — not if they stay and, better yet, buy into your product or service. Monitoring cost per acquisition, on the other hand, has helped me determine whether my content is engaging enough to convert.
Here’s what I’ve learned about what exactly CPA is, how to calculate cost per acquisition, how the bidding process works, and some key principles for crafting creative and convincing ad copy.
Table of Contents
Many marketers prefer the cost-per-acquisition pricing model because they can define an acquisition before they start advertising and only pay when their desired acquisition or action occurs.
For example, if you define acquisition as submitting one specific form, you’ll pay each time that form is submitted — but not when visitors click on your ad and simply view the form.
I like this model because it allows you to stretch your advertising budget just a bit farther. (Check out these free templates to help you manage your budget!)
This pricing model is used in a handful of paid marketing mediums, including:
If you’re considering pay-per-click advertising, you need to understand CPA. It’s an important metric to help you plan your advertising strategy.
To help you better understand why, I thought it would be useful to share insights from marketing and advertising specialists.
Here’s what they said when I asked, “Why is cost per acquisition important?”
Ross Kernez, founder of SEO Meetup and CEO of Stealth, told me that your CPA can help you better plan your multi-channel marketing strategy, including PPC, social media, and content marketing.
Kernez said, “Knowing your CPA enables better allocation of marketing budgets. It helps marketers identify which channels are more cost-effective in delivering results, allowing them to focus resources on high-performing campaigns while cutting back on underperforming ones.”
Calculating your cost per acquisition can also help you identify strengths and weaknesses in your marketing strategies. Then, you can trim away efforts that aren’t pulling their weight and focus more of your time and resources on campaigns that bring the most conversions.
Cristina Muchi, founder and CEO of Upway Marketing, put it this way.
“CPA is the yardstick for measuring how efficiently the marketing dollars are working for the brand. Whether the company is using Facebook ads, Google search, or email marketing, every platform and campaign incurs a cost. CPA shows us which strategies are truly delivering conversions without burning through the budget.”
Alfred Goldberg, president of Absolute Marketing Solutions, told me that calculating your CPA helps eliminate guesswork in marketing and makes it easier to scale your efforts.
Goldberg said, “You can confidently scale your campaigns when you know your CPA is profitable. If you’re spending $10 to get a customer who spends $50, why wouldn’t you increase your ad budget? CPA lets you grow without the guesswork.”
To calculate your advertising campaign’s CPA, take your total advertising spend and divide it by the number of acquisitions generated.
Here’s what that looks like: Let’s say you have an advertising budget of $5,000. However, you only spend $2,500 and generate 1,200 conversions.
Your math will look something like this:
CPA= 2,500/1,200
This gives you a CPA of $2.08. In other words, each conversion costs around two dollars of your advertising budget.
(Alternatively, you can use the Return on Ad Spend (ROAS) calculator to quickly crunch these numbers and a few other important metrics!)
Keeping tabs on your cost per acquisition — and other key indicators of successful marketing — is an essential part of continuing to grow your marketing efforts. That’s why I recommend including CPA in your monthly marketing reports, to ensure you’re regularly checking in and evaluating whether your ad spending is being put to optimal use.
Pro tip: If you don’t already create monthly marketing reports, check out these templates to get you started.
Now that you know why CPA matters and how to calculate yours, you might be wondering what a good cost per acquisition looks like. Or, in other words, what numbers should you aim for?
I’ll let you in on a secret: a “good” cost per acquisition varies by industry. So, a $5 CPA might be perfect for one but entirely too high for another.
Still, while there’s no hard-and-fast rule, there are some guidelines to keep in mind I like to keep in mind.
Ideally, you want to keep your CPA as low as you can while still hitting your desired conversion rates.
I like how Randall Yates, CEO of The Lenders Network, explains it. Yates says, “If you can keep your CPA low, you’re in a position to thrive because every dollar spent brings in more value. It’s like a well-oiled machine — you’re reaching your ideal customers efficiently, and that’s how you scale a business.”
On the flip side, Yates adds that if your CPA is too high, “it means your marketing efforts aren’t hitting the mark, and you’re throwing money at a problem without getting the returns. I’ve seen businesses struggle and fail because they couldn’t get their CPA under control. So, for me, lowering CPA isn’t just important — it’s make or break.”
To avoid spending too much on advertising, a good rule of thumb is to aim for a 3 to 1 ratio. This means that for every three dollars you spend, you make one conversion.
For example, if I’m spending more than $3 per conversion, I’ll want to evaluate my marketing strategies to see what’s not working and adjust accordingly.
If I’m spending way less than $3 per conversion, on the other hand, it may be time to increase my ad spend a little and scale my marketing efforts.
If you’re still not sure whether you’re hitting a healthy CPA — or if you’re just starting out and don’t have much data of your own to analyze — try reaching out to other marketers in your industry to compare notes.
This will help you get a better understanding of your CPA and if it’s too high or low for your industry. Plus, it’s a great way to expand your network and potentially even get some insider tips from people with more experience in your field.
Cost-per-acquisition bidding doesn’t work quite like a typical auction. Advertising platforms like Google want to level the playing field when it comes to leveraging the size of their reach. So, instead of the highest bidder always winning the auction, these platforms award the top ranking for each keyword to the bidder with the highest ad rank.
Here’s how it works.
This means organizations can’t acquire the top ranking for any keyword they want just because they have the biggest ad budgets, which is a relief for smaller marketers like me. Their content has to be engaging, and because of that, you and I can fairly compete with them.
To generate as many conversions as possible within the limits of your advertising budget, consider using Google’s target CPA bidding.
Target CPA bidding leverages machine learning to:
If you use target CPA bidding, some of your conversions may cost more than others because your quality score or the competition in your ad auction might fluctuate. However, Google will try to keep your actual cost per acquisition as close to your average target CPA as possible.
Setting a lower target cost per acquisition is a good starting point for lowering your CPA costs and maximizing your ad spend. However, CPA isn’t the only metric that determines the effectiveness of your advertising.
In this section I’ll take a look at some other tweaks you can make to your marketing strategies to make the most of your efforts and resources.
Since your ad’s quality score plays such a huge role in securing a top ad ranking, one of the best ways to optimize your CPA costs is to craft compelling ad copy.
When you sit down to write an ad or landing page copy, your goal should be to write something so captivating that it can grab the attention of a distracted consumer who has Netflix on in the background while they scroll through TikTok.
One way to do this is by selling a feeling, not a product — or, in other words, by selling benefits instead of features to drive emotion-based action.
For example, I wouldn’t just say, “This computer has twelve hours of battery life.” Instead, I’d make a more compelling argument: “With 12 hours of uninterrupted power, you can create, work, or explore the web all day, at your desk or on the go.”
It may seem obvious, but it bears stating anyway: Acquiring new customers is often more costly than retaining existing ones.
What’s more, repeat customers tend to generate more revenue over their lifetime compared to one-time purchasers. So, by focusing on customer retention, you can increase the customer lifetime value (CLV) of your customer base.
Some of the best ways to increase customer retention include:
By focusing a majority of your marketing efforts on customer retention, you can leverage the investment you’ve already made in acquiring those existing customers, reducing the need for additional acquisition spending. This ultimately leads to a lower CPA.
Just because you’ve crafted an attention-grabbing ad doesn’t mean your work is done. You still need to design a compelling landing page that clearly conveys the value of your offer.
Here are some ways I like to do that:
Pro tip: For even more help optimizing your landing pages to drive revenue, check out HubSpot’s Marketing Hub.
The power of a CRM lies in its ability to centralize and manage your leads. By organizing leads based on their stage in the sales cycle, you can prioritize your efforts on those with the highest potential to convert.
As a result, you can avoid wasteful spending on leads that are less likely to convert, leading to a lower CPA overall.
For best results, I recommend taking the time to analyze how your leads interact with your sales funnel and CRM. This can help you identify sticky points that might lead to customer loss.
Pro tip: Try out HubSpot’s free CRM to jumpstart this process.
To acquire more customers and lower CPA costs, you need to understand your audience. After all, how can you speak to your audience if you don’t know who they are? That’s where market research comes in.
Market research helps you gain insights into the needs, preferences, demographics, psychographics, and behaviors of your target audience. This information enables you advertise on the right platforms and refine your targeting perimeters.
Plus, it helps you adjust your messaging to resonate with the right people. This, in turn, increases the relevance of your ads and content, resulting in higher engagement, click-through rates, and conversions.
If you aren’t sure where to start your market research, check out social media platforms and forums like Reddit. Reading posts from people in your target audience will help you learn about their wants, needs, and pain points.
Pro tip: You guessed it — HubSpot also has a free market research kit with templates and planning docs to help.
Marketers will chase vanity metrics until the end of time. If you’re like me, you might feel pressured to do the same — especially when your peers clamor on about their astronomical growth in views or clicks.
But, as great as ad clicks are, a lead only counts if it converts to a sale. When you feel tempted to obsess over your click counts, remember that the goal in marketing is persuading visitors to take your desired action.
So incentivize your brand to craft ad content that resonates with your audience, because that’s what keeps people on your page and prompts them to act. And make conversions, not clicks, your carrot.
Editor’s note: This post was originally published in May 2019 and has been updated for comprehensiveness.
Visual content, be it video, infographics, photos, or some secret fourth thing, is a must-have in any marketing campaign. But, if you struggle to edit visuals or coordinate elements like colors and fonts, creating visual content for your brand can seem daunting. If that‘s the […]
MarketingVisual content, be it video, infographics, photos, or some secret fourth thing, is a must-have in any marketing campaign. But, if you struggle to edit visuals or coordinate elements like colors and fonts, creating visual content for your brand can seem daunting.
If that‘s the case, I’ve been in your shoes before. To help you create valuable visuals for your brand, here’s a list of nearly 30 online design tools you can use, many of which are free or have free trials.
But first, let’s quickly jump into how to create visual content.
Table of Contents
First things first, you need to know your audience. Before I create any graphic, I think about the type of content my target audience responds to and what platforms they frequent the most.
For example, during my time working at a television news station, I found that our viewers responded well to infographics and spent most of their time on Facebook.
So, naturally, I’d create infographics to break down complex news updates and distribute them on Facebook.
Once you figure out your format and distribution channel, you’re ready to start working on your visual content. I encourage you to be creative, think outside the box, and experiment with different approaches. That said, you should always use colors that pair well together.
Not sure how to coordinate colors? No worries! Whenever I’m struggling to find the right colors to incorporate into a graphic, I consult Canvas color wheel, which also includes a crash course in color theory and combinations.
I also suggest using your brand’s colors in your visual content wherever possible. It gives your content a cohesive and consistent look and helps you brand stay top of mind for consumers.
Use consistent, branded fonts if you‘re able to, and avoid using too many fonts. My rule of thumb is now more than two different fonts in one graphic. And don’t be afraid to experiment with tools like HubSpot’s Clip Creator or any of the ones I’ll list in this post.
Even if you don’t use every tool, its features and resources may inspire you for future projects.
McDonald’s ran an ad campaign called WcDonalds that featured ads animated in the Japanese anime style. The idea coincides with the recent popularity of anime in mainstream media and how the franchise if often referenced in anime and by fans alike.
I’m a huge anime nerd, so of course, I adored this campaign. As a marketer, I loved the bold use of color, the high-quality animation, and the fun storylines in each ad.
Airbnb relies heavily on visual content to attract customers to it‘s rental properties listed by Airbnb hosts. The vacation rental company’s Instagram mainly consists of gorgeous photos taken by Airbnb renters, influencers, and photographers.
The result is a gorgeous photo collage of picturesque rentals, happy families and pets enjoying the amenities, and genuine customer reviews.
The folks at National Geogrpahic are pros at using visual content like infographics to rely complicated information in a way that is easily digestible. In the example below, NG uses an infographic to show readers how fires often protect California’s giant sequoia trees.
When I initially started creating graphics for previous jobs, I was completely lost. I didn‘t have much an eye for color or font combinations, I didn’t always know what images worked for the message I was trying to convey, and I didn’t always know where to find the content I needed.
And don‘t get me started on the perils of creating visual content on a limited budget. Fortunately, you don’t have to struggle like I did because here are 29 online design tools to make visual content creation much easier.
Need to find the perfect font combination for your next project? Fontjoy makes it easy for users to find great combinations of fonts. It uses a neural net to provide font suggestions, displaying them in real time to help you get a better sense of how they look paired together.
What I love: Fontjoy takes the guesswork out of pairing different types of fonts, something even I’ve struggled with.
If you’re looking for quality typography for your next design, check out Google Fonts. This directory of web fonts makes it easy for users to add a font to their website in seconds or download it to their computer to use later.
What I love: All of the available fonts are open source, meaning users can customize, improve, and share them as they see fit.
Have you ever come across a font on a particular web page and thought, “I need that?” With WhatFont, users can quickly and easily identify the names of the fonts used on any web page with just one click.
Available for download as a bookmarklet, Google Chrome Extension, or Safari Extension, you’ll never be left feeling stumped about a font name again.
What I love: WhatFont is incredibly easy to use and fun to experiment with when you’re looking for font inspiration.
Looking for an extra special font to help your design stand out? While there are a ton of free font resources out there, we’ve narrowed down our favorites to DaFont, 1001 Free Fonts, and Font Squirrel.
What I love: These sites offer an extensive library of high-quality fonts that are easy to download and clearly defined in terms of licensing.
Sometimes, you‘re just short on time and need to make a graphic or graphics as quickly as possible. In those moments, you don’t need tools; you need a template.
With this pack of free infographic templates, you can create professional-looking infographics and save hours of time in the process. The best part? You can easily customize them to fit your company’s branding.
What I love: These templates can serve as time savers or inspo. The choice is yours!
Canva and I go together like peanut butter and jelly. I’ve been using the tool for both personal and professional projects for about 10 years now.
Whether I’m looking to create an ebook, infographic, business card, or email header, Canva has a template to simplify my process. In fact, the free web design tool offers professional, easy-to-customize templates for just about any design need you can think of.
What I love: Canva is built with non-designers in mind, making it easy to drag-and-drop objects and images until you like the way it looks. Change the images, switch up the fonts, adjust the colors, and voilà: You’ve got yourself a design you can be proud of.
If you want to drive your website visitors to take an intended action, you need to make it easy for them to do so. That’s where CTAs come in.
But not just any old design will do. In fact, factors like color, size, and shape, all play a role in the performance of your button. So to help you encourage more visitors to become leads, we’ve created 28 pre-designed CTA templates to employ on your website.
What I love: These templates are customizable, so I encourage you to test different colors and placements until you find what works best for you.
Love the concept of SlideShare but don’t have a lot of experience designing in PowerPoint? No problem.
With our free PowerPoint templates, you can create beautiful SlideShare presentations without the heavy lifting. Simple plug in your content, adjust the colors to match your branding and swap out images as you see fit.
What I love: These templates range from clean and simple to a bit more intricate, so you’ll have no problem finding one that suits your content.
I’m a firm believer that one of the most important elements of web design is the color palette. You want to make sure your images, graphics, and font colors convey your message and maybe even drive conversions.
But often, it’s hard to find the right color combination for a design, which is where Coolors comes in. Press the spacebar to instantly get recommendations for colors to use, including their respective HEX codes. Your color palettes will never be uncoordinated again.
What I love: Coolors is very user-friendly and can help content marketers save a lot time finding the right colors for their visual media.
ColorZilla is a great tool for all your color-related needs, from the most basic to the most advanced. Whether you’re looking to pull up the HEX code for a specific pixel on a page, analyze DOM element colors, or uncover element information such as tag name, class, id, and size, this tool can handle it all.
What I love: ColorZilla is versatile, so play around if you want to find other use cases for your graphics.
I love, love, love Canva‘s online color wheel! As I said earlier, it’s a simple way to pair different colors for your visual content, especially if you‘re like me and don’t know much about color theory.
What I love: The tool is so fun to play around with, and I love that it gives you a quick run-through of color theory so you can learn to apply it to other projects.
Ever find yourself drowning in 20 different programs to crop, edit, and annotate screenshots? With Awesome Screenshot, a browser extension for Firefox and Chrome, you can easily screenshot anything on the web and edit it directly within your browser.
What I love: Awesome Screenshot is easy to use and a huge timesaver.
How often have you shared feedback about a PDF or image, only for it to be misinterpreted? Filestage is a feedback tool that makes it simple to leave in-context feedback on just about any file type you can think of. Documents, PDFs, videos, graphics, and more.
What I love: With a wide range of annotation and proofing features, you can draw on top of your content to bring comments to life. This makes it easy to align internal and external stakeholders in real time. And best of all, your first two projects are free.
Okay, let‘s say you don’t have the budget for Photoshop and feel somewhat limited by PowerPoint’s visual editing capabilities… what are you to do? If you want to spruce up your images — re-color them, add borders, add text, and even insert graphics on top — all without downloading yet another program to your computer, check out PicMonkey.
What I love: The whole photo editing process is intuitive, which means you can spend more time optimizing your blog posts instead of sprucing up its accompanying featured image.
If you love the look of cool, vintage Instagram-esque photo filters, you’ll love BeFunky. This free photo editor boasts a ton of awesome features, including effects, frames, graphics, and textures.
What I love: Whether you’re a seasoned designer or just getting started, the interface is super straightforward and approachable. With just a few clicks, you can enhance an ordinary photo or create a collage worthy of sharing on your social accounts.
Giphy is a tool for converting portions of video into looping GIFs. You can also use other user-generated GIFs on the platform. This adds personality to presentations, emails, and blog posts.
What I love: Giphy is essentially Google, but for GIFs. Just type in the show, movie, emotion, or vibe you’re looking for and see what fun GIFs pop up.
Adobe Express is an online design tool for creating and sharing graphics, web pages, and videos. It offers access to thousands of images and icons, as well as branded templates, themes, fonts, and other design assets.
What I love: Adobe Express is great for people who are creating images on a budget and don‘t have the editing knowledge you’d typically need for applications like Photoshop.
Just imagine: You‘re at an event. You’re laptop-less. And you just took an awesome photo with [insert esteemed thought leader here] that you want to share on social media… but it’s a little dark. Bummer.
With a mobile photo editing app like VSCO, you can tweak your photo to perfection and share it on the fly. The app is free for iOS and Android and comes equipped with impressive, professional-looking filters and functions.
What I love: You edit videos from pretty much anywhere with VSCO, making it efficient and convenient.
If you’re looking for a Creative Commons image but are finding terrible options through its native search engine, check out Vecteezy. While it often surfaces similar content, Vecteezy has an algorithm that places the gorgeous images right at the top — cutting my image-hunting time down by a ton.
What I love: Vecteezy is easy to navigate and a huge time saver.
All it takes is an email address to start receiving Death to Stock‘s high-quality photography straight to your inbox every week. From office shots to drool-inducing food plates, this stock photo service has a batch of photos to meet almost anyone’s needs.
These images can be used on your website, social channels, mockups, etc. To get familiar with their terms of service, check out their licensing page.
What I love: Death to Stock constantly updates its collection of media, so there are always new elements to choose from.
If you‘re looking for stock photos to use in your next design but don’t want to worry about all that attribution stuff, well, look no further. HubSpot offers a ton of free stock photos that you can use literally anywhere.
What I love: All you need to do is download the batch and then be on your merry way to create engaging, visual content. Seriously… just do it.
If you’re looking for more “do whatever you want” photos with a scenery or inanimate object tilt, check out Unsplash.The pictures speak for themselves — so go check out the website for more.
What I love: Just like our own stock photos, no attribution is needed.
If you’re looking to make interactive infographics — not just plain visuals — check out this online design tool. Easily add graphs, maps, text, and even playable videos without diving deep into a design program.
What I love: It also has social sharing tools built right into the infographic, so you don‘t have to worry about creating a custom Pin-It button. It’s a pretty nifty tool if you want to create and ship an infographic — fast.
Venngage is a free infographic maker that has the capability to produce charts, reports, and stunning data visualizations. You can start with a template and easily customize the look to fit your brand.
Under the free plan, you’ll be limited to the number of image uploads and designs you can do, but there are more advanced plans with premium feature sets.
What I love: With highly customizable templates and AI-powered features, what’s not to love?
With Visme, you get a whole platform for creating digital content with capabilities for presentations, data visualization, infographics, social posts, and even short videos.
What I love: You can have up to 5 projects and 100 MB of storage in the free version, plus access to a library of free templates for projects such as ebooks, flyers, and logos.
Depending on the sophistication of your design needs, you may find yourself in need of a prototyping app. This type of software can be used to turn your ideas — whether it be an app or a website that you’ve cooked up in your head — into a more tangible reality.
While many free options are available, we’ve selected two that really deliver in terms of ease of use and functionality: Miro and Marvel. Although both of these options offer more advanced, paid plans, you can get started with a free plan.
This list shows just a few possibilities for tools and templates that can help you create high-quality, engaging visual content for your brand. Now, you can go try some out for yourself.
Editor’s Note: This post was originally published in September 2013 and has been updated to be fresh, accurate, and comprehensive.
From the rise of AI to shopping on social media, times are changing fast. Some consumer trends are a flash in the pan, but others represent a permanent change in buying habits. If your business doesn’t keep up with the latter, you could get left […]
MarketingFrom the rise of AI to shopping on social media, times are changing fast. Some consumer trends are a flash in the pan, but others represent a permanent change in buying habits. If your business doesn’t keep up with the latter, you could get left behind.
To help marketers and business owners stay ahead of the curve, we’ve surveyed 700+ U.S. adults for HubSpot’s annual Consumer Trends Report. Keep reading to keep a pulse on:
I spent a few hours digging through HubSpot’s survey results to uncover the top consumer trends in shopping, customer service, and technology. With voices and responses from over 700 people, here’s what I found.
The future consumer is digitally savvy, preferring mobile commerce and social media platforms for product discovery. Younger generations prefer influencer recommendations and short-form video content to get ideas and inspiration. Search patterns are changing, with customers starting to turn to social media and AI chat over traditional search engines.
Consumers want options from brands: More payment options and channel options for customer service. While more people are experimenting with AI, many don’t trust the tech yet.
Although convenience is important, it isn’t the only consideration for consumers. Sustainability, social advocacy, and data privacy are becoming more important for consumers making choices between brands.
Let’s dive into these trends one by one.
Social media platforms have become a top place for people to both discover and buy products.
Our Consumer Trends Report found that social media is the top channel for product discovery for Gen Z, Millennials, and Gen X.
This can be both passive, through scrolling through posts and videos, and active — like when someone searches for a particular product.
One in four social media users (and 43% of Gen Z) have bought a product directly through a social media app in the past three months.
Of the social media platforms, Instagram, Facebook, and TikTok are the most popular for direct purchases. Some consumers remain wary, however, about subpar customer service or getting scammed by fake shops.
87% of U.S. adults use social media. While legacy apps like Facebook and Instagram aren’t going anywhere, they also aren’t growing like they used to. Newer social media platforms like BeReal, Twitch, and TikTok are gaining traction, while established platforms like Facebook and Instagram see slower growth.
This shift is particularly pronounced among younger users. Facebook doesn’t crack the top three platforms Gen Z uses, while TikTok tops the list. Consumers are embracing decentralized platforms like Bluesky, Mastadon, or Discord as they retreat from X.
When choosing a platform to be on, keep in mind that consumers like different social media platforms for different reasons. People like Facebook and Instagram primarily to keep up with friends and family, while they pick up YouTube and TikTok to be entertained.
While traditional search engines remain dominant, social search and AI are disrupting the landscape.
Google enjoyed 90% of the search engine market share from 2015 to 2024, but in January 2025, the giant’s monopoly dipped below 90% for the first time in a decade. The reasons for this are three-fold:
Most businesses aren’t sure what to make of the economy in 2025. Consumers aren’t either. While people we surveyed disagree about whether we’re in a recession, the impact is real: 47% say they’ve taken steps to prepare for a potential recession.
Here’s how that translates to spending: 55% of people say they’re tightening their budgets because of current economic conditions, while just 11% say they’re loosening them. This doesn’t mean consumers aren’t spending — they’re simply prioritizing intention and necessities over impulse purchases.
75% of consumers now believe that data privacy is a human right. While data protections are much stricter in Europe than in the U.S., consumers are making their preferences known.
We asked what would make consumers more comfortable sharing data with companies, and it comes down to trust, transparency, and security.
Of consumers, 75% want to be in control of what’s happening with the information they provide — what data is collected, how it’s used, and with whom it’s shared.
Consumers are divided about the role companies should play in social advocacy. There are large differences of opinion on whether companies should be vocal on social issues or stay out of it: 43% say brands should not take a stance, while 36% say they should.
Take a look at Target, for example. The retailer was one of the most outspoken advocates of DEI during the Black Lives Matter wave of 2020 and 2021. In early 2025, Target dropped its DEI initiatives, sparking praise from a few but a large outcry and a 40-day boycott from many longtime customers.
The top issues consumers want to hear about are affordable healthcare, climate change, and income inequality. 55% of consumers believe companies should advocate for racial justice, while just 15% say they shouldn’t.
Speaking out can be a gamble — but so can staying silent. The key is to know your audience well so you can follow their lead and act on the values that are important to your brand and leadership.
Sustainability is a non-negotiable expectation for products and services across all industries. Consumers are increasingly prioritizing sustainability in their purchasing decisions.
In fact, 58% of consumers globally are willing to pay more for eco-friendly products, with Millennials (60%) and Gen Z (58%) leading this trend. Brands that emphasize transparency in sourcing and production are likely to gain a competitive edge in 2025.
AI is becoming the ultimate personal assistant, offering personalized and predictive solutions in our personal and professional lives. When I need to find an appropriate product, check on an order status, or file an insurance claim, I can often do it 24/7 through an AI assistant.
This matches the trend of self-service that I’ve seen growing for some time. Our research found that when researching a brand or product, 59% of consumers prefer to gather information themselves rather than speak to a human. They also expect immediate problem resolution on the channel of their choice.
This doesn’t apply just to shopping, but to customer services and sales. If you haven’t already, consider setting up an AI assistant or chatbot to help consumers answer basic questions, request customer service help, or schedule appointments.
Customers want a seamless integration of digital and physical shopping experiences, across multiple channels. They expect ultra-convenient, frictionless experiences in every interaction with brands and services.
For example, if I chat with a business on Facebook Messenger about a return, I expect them to be able to pull up my order. On the business side, we call this omnichannel experience.
Here are the channels that customers prefer for interacting with brands:
That’s a tall order for businesses to serve customers through all of those channels and keep the context and level of service the same across each one.
So, what does it take to create an omnichannel experience? You need an integrated platform that can sync customer data across channels and equip marketing teams, customer service reps, and AI assistants with the context and agency they need to serve customers’ needs.
Big purchases call for big screens? Not anymore. It comes as no surprise to me that mobile commerce now dominates online shopping.
Consumers HubSpot surveyed said they use mobile phones more than any other device for online shopping and when searching for questions online. That’s particularly true for Gen Z, of which 81% use their phone as their primary shopping device.
Have you asked for an experience gift like a concert or class for Christmas? Or contributed money to someone’s honeymoon fund instead of a wedding gift?
Americans are increasingly valuing experiences over material goods, with 58% preferring to spend money on experiences — 14% higher than the global average.
This trend is driving growth in sectors like travel, entertainment, and experiential retail as people seek meaningful, shareable moments rather than accumulating more stuff.
In 2025, 29% of people say they’ve discovered a product through an influencer on social media.
Gen Z social media users say that influencer recommendations are more impactful than family and friend recommendations, though their elder generations disagree.
The number of people who consider themselves influencers is surprisingly large: 21% of people — and a whopping 45% of Gen Z and Millennials — consider themselves influencers or content creators.
24% of brands work with influencers for campaigns, and most say that it’s an effective marketing strategy. Brands have found particular success with micro-influencers with a niche audience and 10,000 to 99,999 followers.
AI adoption is becoming widespread, but consumers are still skeptical. We found that one in three consumers uses AI tools like chatbots and ChatGPT, but trust is still low. 17% of customers “strongly distrust” and 16% “somewhat distrust” AI tools, while 35% neither trust nor distrust them.
That means that as you roll out AI tools, you’ll need to work hard to build trust and communicate with transparency.
With the explosion in payment methods from Venmo to CashApp to Zelle to even cryptocurrency, consumers want the convenience of alternate payment methods.
There’s also a trend that customers don’t want to pay just once upfront. Our survey found that just 63% want to pay for a product at full price. Alternately, 21% want to pay in installments (Buy Now Pay Later or BNPL), and 17% prefer a subscription model. Research shows that 8% of consumers already use BNPL, and 31% pay for a digital streaming subscription.
To stay competitive, consider expanding the payment options you accept.
Surprise! People actually want to see your content. But — and here’s the catch — they want it to be authentic and relatable. Almost two-thirds of consumers say it’s more important for marketing content to be authentic than polished.
While it’s good news that you don‘t need a huge budget to woo your audiences, you will need to create content they’ll actually enjoy, keep their attention on, and be persuaded by.
Videos and images are a great way to connect authentically with your customers and showcase the people behind your brand. Here are the types of content that customers say they enjoy the most:
In the post above, I gave just a few highlights of our State of Consumer Trends Survey, as well as predictions for what’s to come. Want to explore the latest Consumer Trends report and see how trends have changed over time? Click below to download the full findings of that survey in our State of Consumer Trends Report.
Editor’s note: This post was originally published in May 2022 and has been updated for comprehensiveness.
Throughout my career, my sales experience has been rooted in B2B SaaS. I understood, in theory, the differences between B2B vs. B2C sales, but I didn’t truly grasp the reality until I had the chance to sell directly to a customer for the first time. […]
SalesThroughout my career, my sales experience has been rooted in B2B SaaS. I understood, in theory, the differences between B2B vs. B2C sales, but I didn’t truly grasp the reality until I had the chance to sell directly to a customer for the first time.
Suddenly, I was in an entirely different arena. Gone were the long sales cycles, the decision-making committees, and the endless follow-ups. Instead, I was speaking to individuals, making split-second connections, and tapping into emotions rather than logic. What was once a strategic, process-driven approach had transformed into a fast-paced, emotionally charged interaction.
I was selling a subscription to a digital product, and during training, we were handed a pitch that was supposed to “work.” At first, I stuck to the script. But, I quickly realized that I had far more success when I focused on sparking an emotional response rather than following a rigid formula.
In this article, I’ll break down the key differences between B2B and B2C sales from what I have learned. More importantly, I’ll show you how to succeed in B2C (because, trust me, it takes a lot more than just a great product).
Table of Contents
B2C stands for business to consumer. B2C sales is the sale of products or services to individual consumers, through a third-party website, in-person, or online.
In B2C sales, you might be selling a single product or many products within a single category. Or, you might work with a brand like Amazon that sells many different kinds of products. B2C sales roles sell for direct-to-consumer (DTC) brands. They also help B2C sellers who work with other businesses before they connect with their customers.
B2C ecommerce is a popular sales spot. Per Statista, the estimated value of retail ecommerce is steadily increasing each year and will reach almost $1.8 trillion by 2028.
B2C sales includes:
There are many different ways that businesses sell to consumers. B2C businesses include:
Because marketing plays such a big role in B2C, sales in B2C are often overlooked. Instead, B2C sales is often defined in comparison to B2B sales.
There are many overlaps in B2B and B2C sales. In fact, many businesses have both B2B and B2C sales teams within the same organization.
For example, a hotel will have a B2C sales team that works with individual or small groups of travelers to book travel and events. At the same time, their B2B sales team will work with corporate groups to negotiate rates. This team may also develop wholesale relationships with booking agents and travel agencies.
There are also similarities between B2B and B2C sales. To be effective in sales, you must:
Though there are many ways these two approaches to sales are alike, let’s talk about some key differences.
During my time in B2B sales for a tech company, we had a promising potential client who was highly interested in our product after a successful demo. However, despite their enthusiasm, the deal kept stalling due to a lengthy bureaucratic approval process.
At some point, we discovered that this client was already working with one of our technology partners. Recognizing an opportunity, we reached out to our partner, who then introduced our product to the client within their existing business relationship. This endorsement provided the credibility and push needed to finalize the sale.
By sharing this experience, I am trying to reinforce the power of partnerships in B2B sales. Collaborating with established partners builds trust, accelerates decision-making, and ultimately helps close deals more efficiently.
Unlike B2B, B2C sales mostly involve direct engagement with individual consumers. Since the decision-making process is more personal and immediate, B2C businesses focus on marketing, customer experience, and direct sales channels rather than leveraging partnerships to approach customers.
In B2B, especially when selling tech products, strong after-sales support is an added benefit. Businesses often require feature modifications, troubleshooting, and ongoing training to fully integrate the software into their operations. A well-supported client is more likely to continue using the product effectively and see its long-term value.
Even though after-sales service wasn’t part of my official job description, I made it a habit to check in with my point of contact. Not only did this strengthen my relationship, but it also created opportunities for potential upselling.
Pro tip: Staying engaged post-sale ensures the business remains satisfied and reinforces trust in your company.
While customer service exists in B2C, it operates differently compared to B2B. After-sales support is often not directly linked to sales, and it usually serves as a separate department in the company.
Individual purchases tend to be lower in complexity and value (more on this in the next point). For fast-moving consumer goods, customer service is almost nonexistent, as products are designed for quick, hassle-free consumption with minimal follow-up required.
B2B products are often high in value. B2B consumers usually want to know the return on investment (ROI) and lifetime value (LTV) before deciding to take the risk or limit it.
B2C products and services usually have lower prices than B2B products. This is because many B2C products involve one-time quick purchases, and it doesn’t always take a salesperson to close a deal.
B2B sales will work with a larger number of stakeholders. During the sales process, B2B sales may need to sell their products and services to many people in an organization.
This might include:
This complexity can make it challenging to stay focused during the sales process. For instance, I once participated in an online demo for a leading U.S. space agency, where over 15 people were on the call. No one had their cameras on.
Establishing a connection felt nearly impossible, and I later discovered that many attendees were neither decision-makers nor end users. In such scenarios, the conversation feels less impactful, and it’s harder to drive the sale forward.
In contrast, B2C sales involve individual customers who typically navigate the buyer’s journey independently. For high-value purchases like cars or homes, they may seek input from partners, friends, or family, but the decision-making process is generally more straightforward than in B2B sales. The focus for a salesperson in B2C sales is usually always the end consumer.
The sales cycle in B2B is significantly longer and more involved. It often includes numerous steps such as lunches, pitches, product demos, and multiple rounds of discussions.
In my previous role, I was sent by the company to various cities to attend tech conferences and connect with potential customers. I recall a three-day event where, after several discussions with a prospect, he expressed interest in meeting with senior leaders from my team.
By the time we managed to schedule and hold that first meeting, two weeks had passed. By sharing this experience I mean to highlight how crucial patience is in B2B sales and how it’s normal for things to take time to align.
Pro tip: As the sales cycle is relatively long in B2B, I suggest spending more time trying to sell directly to C-level executives and decision-makers. It’s helpful to remember that 57% of C-level and VP buyers prefer to be contacted by phone.
B2C sales typically feature a quicker path to purchase. While consumers may rely on reviews, their buying decisions are often faster, especially in retail. B2C sales cycles are generally more impulsive, with customers making quicker decisions compared to the extended, methodical processes in B2B.
Marketing plays a significant role in getting B2C customers onto lead lists, with social channels, affiliate programs, and ads contributing to brand awareness. Once the customer is engaged, the sales process tends to be much faster.
B2B Sales
In B2B sales, success doesn’t come easily. It requires a significant investment of time and effort to establish a reputation in the industry. I remember when I first started at the tech company, I was the least experienced salesperson on a team of eight.
My first major challenge was responding to an RFP from a large oil and gas company. The document shared by that company was hundreds of pages long, and as part of my role, I had to craft a proposal that demonstrated how our solution could meet their needs.
I spent a lot of my early days working on this. Naturally, I wasn’t producing immediate sales results. It was a humbling experience that reshaped my expectations of success in the B2B sales process.
It’s easier to demonstrate your ability as a salesperson in B2C sales. From a career’s point of view as well, B2C sales is more approachable and easier to enter. With shorter sales cycles and less complex decisions, sales are typically easier to achieve. So, it’s simpler to showcase your effectiveness and prove you can excel in the role.
B2B purchases present more risk to the business. They often have the potential to disrupt systems and processes that the business relies on. To convince a range of stakeholders, facts are usually the most effective strategy.
Customer testimonials play a more significant role in establishing credibility. Also, certain social media platforms play a role in reaching a decision. For instance, YouTube is a key resource for B2B buyers, with around 65% relying on it for purchase insights.
The buying process in B2B is more calculated and deliberate as it’s likely to have an impact on their long-term decisions.
A B2C buyer is often resolving an urgent need. Because of this, B2C sales are often emotional or impulsive. So, B2C sales reps often need to compete with word-of-mouth, habits, cravings, and advertising to get a consumer to switch brands.
For expensive or long-term purchases, like choosing a college or planning a wedding, B2C consumers may approach the buying process more like B2B buyers.
Most B2B buyers are purchasing on behalf of their business. This means that a committee makes most decisions, not the people who use the product.
Because of this, a B2B salesperson may need several different strategies for selling a single product.
B2C buyers are buying for themselves. This means that sales strategies will target the individual and the needs that they share at the moment.
In B2B, there is usually a smaller number of potential business leads, and salespeople spend more time with each lead. I feel that is great because they know how to focus their sales efforts.
But it‘s a challenge because the long cycle and defined lead pool give competitors more chances to break in before you close a sale.
B2C sales may have a base of millions of potential customers. Sales and lead volumes are high, but the leads aren’t always the right fit.
It’s often a B2C sales job to identify the right leads, and time management is key. The more time you spend on a lead that won’t close, the less likely you are to meet your sales goals.
Because most B2B buyers are purchasing on behalf of their company, they have a budget to work with and usually an internal approval process. This might mean a slow timeline but less interest in discounts.
A B2C consumer usually buys with their own money, so they tend to invest more in discounts. This is especially true in industries where discounts are the norm, like travel and hospitality.
The high price point and low number of quality leads in B2B sales usually demands a higher cost of acquisition. Because B2B deals involve longer sales cycles, extensive nurturing, and multiple decision-makers, companies must invest heavily in personalized outreach, account-based marketing, and sales team efforts.
I suggest checking out this post on the differences between B2B and B2C marketing to learn more.
Most of the CAC in B2C goes toward marketing. Businesses can rely on digital marketing strategies such as social media posts and influencer collaborations to attract and convert customers at scale. B2C sales in industries like travel and education may have a higher CAC.
B2B salespeople are working with experts in their industries and selling complex products and services. The sales experience is derived more by the depth of industry knowledge, the ability to provide tailored solutions, and the strength of relationships built throughout the process.
I believe that nowadays social selling is a game-changer. Research shows that sales leaders who embrace social selling are 51% more likely to hit their quotas than those who don’t. Even more compelling, 78% of social sellers outperform their peers who aren’t constantly active on social media.
I suggest going to this article if you want to learn more about rocking the B2B sales experience.
B2C sales are generally simpler and more transactional. Many B2C brands have embraced meme marketing to boost engagement and build brand recognition. As there’s a big overlap between B2C marketing and sales (more on this below), I think the sales process has also become more casual.
For example, a brand that adopts Gen Z language to connect with a younger audience instantly feels more relatable. Also, as most B2C purchases involve lower risk, there’s typically less need for an in-depth sales strategy or extensive buyer nurturing.
The creator economy and the rise of B2B ecommerce have blurred some of the lines between B2B and B2C sales in the last several years. Consumers today have more direct access to products and services than ever before.
These shifts mean that both B2C and B2B salespeople need to be flexible and adapt themselves to the changing market. Many B2B companies have also started operating on the emotions of a smaller group of individual leaders. So, businesses now make quicker and more emotional investments than businesses of the past.
Whether you are selling cars, houses, or gym memberships, B2C engagement depends on what is being sold and who is selling it.
But, I think there are a few common challenges in the B2C sales process that you can tackle to improve engagement.
Because B2C salespeople get leads from a variety of sources, they run the risk of losing leads quicker than they can contact them.
For example, an online lead may be easy to convert, but a drop-in or offline lead may get lost in the shuffle of everyday tasks. Check out this resource to make the most of your sales pipeline.
The high volume of incoming B2C leads makes it difficult to keep nurturing leads who are further down the pipeline. Time management and prioritizing is essential. These skills can help you keep quality leads engaged and assess whether incoming leads can return value.
Keeping your notes in a single system like the HubSpot CRM platform makes it easier to create and review notes, then quickly return customer calls.
I’ve found that adding a CRM can also help your business collect more reliable data to update your outreach strategies.
Many sales reps stop learning after their initial training. But, continuous training is important for salespeople to set expectations for consumers. Product knowledge is more than closing a deal — it’s about delighting your customers.
Let’s talk about how to excel at B2C sales.
I highly recommend having a solid picture of your target demographic when devising your B2C marketing and sales strategies. You’ll waste a lot of time, effort, and money trying to indiscriminately appeal to anyone and everyone. Do some research, understand your customer base, and develop detailed buyer personas.
As per HubSpot’s definition, a buyer persona is “a semi-fictional representation of your ideal customer based on market research and real data about your existing customers.”
Make your buyer persona today!
For instance, say I knit and sell kitten sweaters. I notice that 50-to-70-year-old cat lovers from rural areas make up a significant part of my business. I use that information to develop a buyer persona specific to those qualities.
That base is probably going to gravitate toward a different brand of sales than young professionals in their twenties. My experience with B2C sales has made me understand who I’m appealing to, so I tailor my messaging and sales pitches accordingly.
Pro tip: Use the Make My Persona tool to create custom buyer personas for your target products and services. Using this persona, remember important details while you’re working with customers.
If I am personally interfacing with my customers, I’m going to need to put them at ease and earn their trust throughout the sales process. I do this by understanding their needs and sell on that basis.
B2C selling is personal. I’m convincing a single consumer to spend their own money to accommodate their individual needs. That means I have to give them a personal stake in my pitch and messaging. The best way to do that is to let them know that I’m invested in their best interests.
Offer thoughtful insights and direct your conversations without dominating them. Be authentic. And do what you can to make your customers understand that you have both the know-how and genuine desire to solve their problems with your product or service.
Pro tip: The goal is to increase the chances of building rapport and talking to the right person. For a more in-depth look at needs-based selling, check out this article.
If you think most of your business will happen online, I recommend keeping track of your ecommerce conversion rate. That figure is the most crucial metric in determining the health of your online business and the efficacy of your online messaging.
Having a great product or service is one thing. Making it readily accessible and attractive for purchase is another.
To improve your B2C sales online, you should look into taking steps like:
It can only help to take these kinds of strides. Giving your prospective customers a smooth, accessible user experience on your site is a great way to improve your online B2C sales.
Pro tip: Business analytics can help you add urgency to your favorite selling points. This quick, free analytics course can help you use your consumer data for more effective selling.
When I land a new customer online, I send them an email to let them know I appreciate their business. I assure them that I’ll be there for them from then on out. And, I try to address any issues they may have with their purchase.
Pay special attention to your existing customers. Let them know you’re still thinking of them well after you’ve earned their business.
My advice would be to consistently contact them without badgering them. Carefully scheduled emails and promotions to your previous customers can pay off in spades.
Turning one-time buyers into repeat customers leads to excellent ROI, and turning repeat customers into brand evangelists is even better. They’ll tell their friends and family about how awesome your product or service is. That means free promotion.
Maximizing your company’s potential goes beyond just making sales. It’s also about strengthening your service infrastructure and refining your outreach strategies. I think B2C sales is challenging to navigate, but with the right approach, you can streamline the process and drive meaningful results.
Remember to stay adaptable and customer-focused. Try to foster their loyalty. Keep learning and evolving. This way, you position your business for long-term success!
This post was originally published in January 2020 and has been updated for comprehensiveness.
Social buying. Everyone and their mama is doing it — or maybe it‘s just me and my family. I’m consistently tagged in posts (thank you, cousin) about adorable gifts, must-have outfits, and the like. Now, I’m a content marketer who knows when I’m being sold […]
MarketingSocial buying. Everyone and their mama is doing it — or maybe it‘s just me and my family. I’m consistently tagged in posts (thank you, cousin) about adorable gifts, must-have outfits, and the like.
Now, I’m a content marketer who knows when I’m being sold to, but even I get lured by social posts with irresistible products. And I know I’m not alone — as of 2024, over 110 million Americans (roughly 42% of internet users) are fellow social buyers.
So, if you’re a brand selling products to consumers and you’re not already using social selling, 2024 is a superb year to start.
Not convinced?
Let’s explore the social commerce landscape, best practices, and fun examples of brands already seeing success. Plus, I’ll share insights from experts I talked to about the future (and present-day) of social commerce.
Social Media and Online Shopping — Today’s Landscape
7 Social Media Online Shopping Trends
Tips for Making the Most of Your Social Media
Salespeople. Marketers. Brands. They’re all jumping aboard the social selling bandwagon for good reason. Global social commerce sales could reach an astounding $2.9 trillion by 2026.
I know it’s a staggering number, but forecasts aren’t always enough to convince the gatekeepers of our selling and marketing budgets, are they?
So, let’s look at some facts and numbers straight from the horse’s mouth (buyers and brands):
And if that’s not enough to convince you, check out this chart illustrating how well sales improved year over year for brands using social selling.
In a nutshell, social media commerce is on the rise, widely accepted by young consumers, and drives sales for brands.
What’s the secret behind the success and rapid growth of social media selling? Well, there isn’t one. Like any other marketing channel, you must monitor competitors and test different strategies.
But to give you a leg up, I gathered the top trends I’m seeing based on responses from experts and my own research.
As I noted above, consumers are buying from brands directly on social media platforms, so it makes sense to build a seamless in-app shopping experience for your customers.
No one wants to jump through hoops to make a purchase they thought would take only a few seconds.
But since you don’t have control over the development of these apps, or how well they’ll work for your customers, be sure to choose platforms already two steps ahead.
For example, I see social networks like Facebook, Instagram, and TikTok enhancing in-app shopping. Facebook has a marketplace and shops you can use to build your digital storefront.
(In our recent study, we found this feature to be highly important to 36% of marketers.)
Instagram also has shopping features that could be used by over 46 million American social buyers in 2024. Both Facebook and Instagram allow users to checkout directly on the platform.
TikTok Shop is also available, but has been slow to gain traction in the U.S. In the summer of 2023, it generated $3 million to $4 million daily.
If you decide to use the platform, know that users can shop from multiple brands at once and add products to a single shopping cart.
But don’t rely on platforms to deliver seamless social media shopping experiences. I recommend taking it further by creating shoppable social posts. You can also use Likeshop.me to tie your shop to your social posts.
Like all the decor you see in a photo-rific post on Instagram? You can buy everything in one sitting. Below is an example of a highly shoppable post from World Market created using Likeshop.me.
This shopping feature turns your Instagram posts and TikToks into mini-shops where you can tag and add products for shoppers to explore (and more importantly, purchase).
Gift Delivery also saw great success using shoppable videos.
“By integrating direct purchase links into our video content, we’ve made it seamless for customers to buy products as soon as they see them featured,” shares Billy Parker, Gift Delivery’s managing director.
Parker continues that preliminary campaigns with this feature yielded “a 20% uptick in sales attributed to shoppable video content alone.”
Parker also notes that “the success of these campaigns lies in their ability to not only showcase products in action but also in the convenience they offer, significantly shortening the customer journey from discovery to purchase.”
Are you wondering which platforms you should focus on?
The top social networks offering the highest ROI (according to 1,000+ social media marketers) include:
Product demos, teasers, and similar videos are a money-maker on social media for 66% of video marketers. The beauty of this trend is that it’s short and sweet, and allows you to toot your own horn.
According to 36% of video marketers, three minutes or less is all you need. Done right, 40% of video marketers state that videos help customers understand your product better.
But how do you create engaging videos that feature your product without it coming off as an ad?
One option is to get an influencer involved. Tying social proof into the video makes it less sales-y — even more so if you partner with a small, trusted content creator (more on that later).
Examples of short video content you can create include:
You get the idea. So what does short video content look like in the real world? Let’s take a look.
Irresistible Me is a beauty company specializing in hair extensions and wigs.
“TikTok is where we let our hair down — literally! It’s all about fun, quick, engaging content,” says Irresistible Me’s Marketer Kate Ross. “We jump on trends, create challenges, and use TikTok shopping features to link back to our products. It’s like the energetic party everyone wants to be at.”
Here’s an example of a TikTok using user-generated content, or should I say influencer-generated content, with Audrey Boos.
@irresistibleme_hair The curls are unreal😱@audrey🛸
#fyp
#foryou
#foryoupage
#curlyhair
#curlyextensions
#irresistiblemehairextensions
#viral
#extensions
#trendy
♬ original sound – Stan 🙂
The video did well, with over 2K likes, 700+ bookmarks, and nearly 100 comments.
“TikTok has been huge for us. We’ve been getting creative, jumping into challenges, and teaming up with influencers who just get what we’re all about,” continues Ross. “It’s all about fun videos that show off what you can do with our products. This approach has brought a bunch of new faces to our site and helped us stand out in a pretty crowded market.”
I’m seeing fewer big influencers and more micro-influencers in my feeds lately. And I kinda like it. Okay, I really like it. Like most, I enjoy seeing real and relatable content creators.
It appears more brands are taking this approach, too, which is better for their bottom line — it reduces the marketing spend and potentially boosts their revenue.
Roughly 67% of influencer marketers work with micro-influencers and 24% team up with nano-influencers. The top social platforms they plan to do most of their partnerships on are:
So far, 47% of marketers report successful micro-influencer partnerships. This is not surprising when 21% of social media users between 18 and 54 buy products based on influencer recommendations.
So how can brands put this to use?
Glossier, a renowned makeup company, regularly partners with nano- and micro-influencers. The following IG reel shows Sky Mejias applying its lip products. It’s a mix of a tutorial and social proof to get followers to give the items a try.
The video generated 320K views and nearly 7K likes, so we know it got good reach. This influencer is considered a nano-influencer since she has just over 3,500 followers.
It’s also promising that 1 in 3 Gen Zers bought from an influencer-founded brand in the past year. This proves how much our younger generation of buyers trusts influencers.
“Micro-influencers have been our secret weapon. We’ve seen incredible engagement from collaborations that feel genuine and personal,” shares Ross. “One campaign that stands out involved partnering with a micro-influencer who shared her journey from short to long hair using our extensions. Her story resonated with many, leading to a spike in visits and sales.”
Ross shares that they also leveraged AI: “What’s cool is how we can test using AI to match our products with the right influencers, ensuring their audience aligns with our target customers.”
Gen Z and millennials continue to break the mold, this time with how they find brands and products. The old way: Google, Bing, and Yahoo. The new way? TikTok and Instagram.
Our State of Social Media Marketing 2024 report shows that 36% of Gen Z and 22% of millennials search social media more than they do search engines.
To conform to this new trend, brands must treat social media posts like they would SEO content.
“I can confidently say hashtags and reels are among our top performing Instagram strategies,” shares Michael Nemeroff, co-founder of Rush Order Tees. “We use targeted keywords as hashtags for our posts. However, we specifically prioritize keywords that still have less than 100k uses as hashtags to increase our chances of reaching more narrow, niche audiences.”
The best way to demonstrate the keyword-focused trend is to do it. So, I typed #acneskincare into Instagram and found the following reel by Joy Mercy Michael.
What makes this post work? It’s 100% user-generated content. It’s unsponsored and naturally refers her viewers to The Ordinary’s product (among a few others in the description, making it feel more authentic).
And since she tagged the brand in the post, it’ll reach its audience too. It also helps that she has over 100K followers.
Pro tip: Since it’s not just your own posts customers will find featuring your products, I recommend selecting a hashtag directly related to your product.
By promoting this hashtag in every post, you increase the likelihood that customers will use it too, which in turn increases the odds of prospects finding your products.
The more of your posts users see in the results, the higher the odds they’ll click on one.
Publishing images, reels, and carousels on social media keeps your audience engaged. But there’s nothing like the experience of interacting with a brand and other shoppers in real time.
Live streaming allows retailers to connect with customers and potential buyers on a more personal level, which humanizes your brand and offers the attention they need during the customer journey.
I believe brands should do more Q&A-style lives to invite viewers to interact and get answers that may keep them from hitting the buy button. The stream could feature an employee or an influencer.
Hallmark Timmins, a Canadian gift shop, partners with the latter.
“My brand has tested live-stream shopping events and found sales conversions to be three to four times higher than traditional social media posts,” explains Shawn Stack, Founder of Hallmark Timmins.
Stack continues that, “Viewers seem to find the real-time, interactive nature of live streams highly engaging, and the option to buy with one click reduces purchase friction.
We’ve also built personal connections between our influencers and their viewers, who regularly tune in to not just shop but also chat and get style advice.”
Your stream doesn’t have to be all sales. It can be a product demonstration or a Q&A session. If you have a product line, hire models or influencers to use the items so your audience can see how it works/looks before buying.
But don’t turn your stream into an infomercial. Instead, use “quiet selling,” where models wear shoppable items viewers can purchase during the stream. There’s no overt selling — just valuable discussions.
In a recent HubSpot study, we found that 27% of marketers want to use platforms that offer live-streaming features.
Are you wondering if live streaming actually works? According to CivicScience data, 25% of Gen Zers and 14% of millennials have purchased from live shopping streams.
Additionally, by 2026 live shopping sales will make up 5% of ecommerce in the U.S.
Canada is already seeing success with live streaming. For instance, Aldo launched a successful live shopping pilot, partnering with influencers Mimi Cuttrell and Nate Wyatt to showcase its spring 2021 collection.
The interactive livestream allowed viewers to explore products from home, achieving a 308% engagement rate and driving 17,000 page views to Aldo’s website in the following five days.
I expect to see this trend become mainstream in America soon, especially with social commerce on the rise.
The pandemic normalized shopping for and purchasing everything entirely online — even houses and cars.
Brands that took notice are adopting augmented reality (AR) to attract shoppers who enjoy the convenience of online shopping, but still want the in-store shopping experience.
This AR shopping experience works by overlaying a digital product image on a real-world image of a store or the customer’s home (or face). Like that lamp? Use your smartphone or tablet to see how it’d look on your bedroom nightstand.
Peeping that pair of glasses? Mirror yourself in selfie mode wearing the shades to see if they’re your style.
It’s the same for hair products. “We’re currently working on implementing Augmented Reality (AR) on our website,” shares Ross, “so that customers can see how they’d look in different hair extensions or wigs without leaving their couch.”
It’s a smart move — it gives shoppers what they want, increases sales, and reduces returns.
I predict brands will drive traffic to their website using AR experiences on social media. However, many will create these tools within their apps and websites to keep consumers shopping in their online stores.
In 2021, fashion brand AE used Snapchat to launch its Dress Yourself AR campaign — a unique experience where customers could use their self-facing camera to try on and shop various looks within its back-to-school collection.
They could even share the looks with their friends.
AE also partnered with Bitmoji to create a first-of-its-kind virtual reality clothing line that customers could purchase on Snapchat and wear on their avatars.
This wasn’t its first dabble in the metaverse — AE also launched a virtual store on Snapchat during the holiday season of 2020. After raking in $2 million, it chose to go all in, hiring an in-house metaverse team.
Now, it’s a matter of when other retail brands will follow suit.
Ready to dive head first into some of these social commerce trends? Before you do, be sure to read the following best practices I gathered from retailers and marketing experts.
Posting on social media can help with brand recognition. But if you’re trying to sell on social media platforms, engagement is the name of the game.
You can use a mix of videos to drive views and interest, but there’s another way I found to be quite effective: quizzes.
These are not just your typical “take this quiz to see what type of dog you are” kind of content. I’m talking about quizzes that tie directly into a purchase.
I believe this is a game changer — it got me to purchase a face wash cream from IL MAKIAGE (and they got me with an upsell for its cream before checking out, too).
According to PopSmash, a Shopify quiz app tool, quizzes have helped:
“Instead of trying to sell directly on social media, we’ve found success in targeting engagement that sells for us,” explains Gabe Mays, founder of PopSmash. “For example, when posting about products, we have merchants share a link to a product recommendation quiz where users can find the best variant of that product for them.”
According to Mays, this works better because people are on social to be entertained, not buy. The quiz engages them while helping them discover the best products for them and can drive conversions.
The opt-in rate: Out of those who comment on a social post, around 30% will take the quiz and opt-in.
Live streaming is a growing trend, but it won’t work well if your streams are … well, boring. It’s tempting to jump in and showcase your products, but remember — consumers want to be entertained, not sold to.
As I stated earlier, you shouldn’t create infomercials. Use themes, trends, and edutainment content to attract viewers and then quiet sell to them with shoppable items in the video.
I’d also recommend teaming up with influencers across platforms like Twitch, YouTube, and Kick (the new kid on the block).
Then, when a sales event comes around — such as during the holidays or a new product launch — you can partner with influencers to showcase the goods.
“For Mother’s Day, we did something special,” shares Ross. “We teamed up with moms who are also influencers to chat about something many moms go through but don’t always talk about: hair loss after having a baby. These amazing moms shared their own stories … which helped a lot of our followers feel understood and less alone.”
These influencers didn’t just talk about the problem, though. Through their videos, they also showed how Irresistible Me’s hair extensions could help.
“What made this campaign a hit was how real and open it was,” continues Ross. “Plus, offering a special deal for Mother‘s Day was the cherry on top. It was all about connecting, sharing real stories, and showing that there’s a simple way to feel great about your hair again.”
“The new key approach we‘ve found (especially for DTC brands) is not to just think of ’social selling’ as selling since often users are on social to be entertained, not to shop,” says Mays. He says that you have to first engage them, and then take an “oh by the way, maybe you’ll like this” approach.
According to Mays, giveaways like this activate your social audience, who drive organic engagement and funnel it to the quiz. The quiz captures contact details (e.g., name, email) and product preferences to get them into a higher-converting channel like email or SMS.
Mays advises, “The key thing here is that ‘social selling’ isn’t just about trying to drive sales in the moment, but giving yourself leverage (personalization and contact data) to consistently drive longer-term sales.”
At least 20% of people have joined and participated in an online community. Some of them belong to communities created by their favorite brands.
It’s a fun way to connect with customers, get feedback, and share products and information they care about.
It’s about building relationships and loyalty — and hopefully, brand advocates — to increase your brand awareness and sales.
Our research shows that in 2024, 86% of social media marketers will prioritize building an active online community.
“One major trend is community-driven curation and influencer marketing. Our ‘DoDo Crews’ program taps into passionate communities, giving them tools to share looks and inspirations directly with their followers,” shares Mark Sheng, project engineer at DoDo Machine.
Sheng shares that, “Early results show a 25% bump in conversion when shoppers discover products through these trusted sources.”
Sheng’s advice is to put the community at the center. Facilitate authentic connections among brands, creators, and shoppers. Use trusted voices and native video. Social shopping should feel like genuine sharing between friends.
Social selling isn‘t about shoving products down people’s throats. It‘s about fostering genuine connections and cultivating communities of passionate fans.
The brands winning are those making their customers feel like they’re sharing between friends (or at least, trusted advisors).
User-generated content, influencer partnerships, community curation — these are what will continue to drive social sales. When trusted voices do the selling for you, it turns a promotion into a friendly recommendation.
Tie in immersive tech like AR try-ons and shoppable videos to meet customers exactly where they are: scrolling on social, ready to be entertained and inspired to spend.
Brands putting community first will unlock clicks, purchases, and meaningful loyalty. They’re the ones who understand the future of social commerce is all about human-to-human connection, not brand-to-consumer broadcasting.