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Personalization is so important. But that doesn't mean you should hand your 22-year-old SDR the keys to the castle, especially when booking a call with a warm lead.

Spend time figuring out an email follow-up that works, and use it within 5 minutes, 100% of the time.

As a bonus, just for you: here’s our favorite email template for an effective sales sequence.



2) Start on Your Marketing mobile number data base Automation & Lead Funnels
Now that your sales funnel is taken care of, it’s time to ensure your marketing automation and lead funnels are up to par. And yes, I know you're wondering when I’ll finally talk about growth channels. I get it.

But hear me out: 90% of companies pour money into lead gen that fills in a very leaky funnel. So, my advice is to fix your funnel, then fill it.




Here's what it’s going to take:

One centralized marketing automation tool that either has a sales CRM (like HubSpot, which is by far our favorite) or has a one-on-one sync with a sales CRM (once again, HubSpot wins, even if you use Salesforce for sales). Regardless of your chosen tool, make sure it comes with powerful revenue operation (RevOps) and reporting features.

Clearly defined lead statuses: You can find the baseline lead statuses we recommend to all clients at the top of our 12 Must-Have Workflows to Implement in Your Growth Marketing Automation Software blog.

Lead scoring: Automatically assign scores to leads based on different types of engagement (did they attend a webinar? Download an asset?) and demographics (seniority, job title, department, etc.) and firmographics (company revenue, HQ location, number of employees, industry etc.). When leads reach a certain score, they should be pushed into more personalized nurturing or handed to sales.

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