BlueChip Communication 30 Lead Generation Tips for Financial Services CMOs

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Transcript of BlueChip Communication 30 Lead Generation Tips for Financial Services CMOs

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An offer is a piece of

content that is

perceived high in

value

A call-to-action (CTA)

is either text, an image

or a button that links

directly to a landing

page so people can

find and download

your offer

A landing page is a

specialised page that

contains information

about one particular

offer, and a form to

download that offer

You can’t capture

leads without forms.

Forms will collect

contact information

from a visitor in

exchange for an offer

e.g. eBooks, whitepapers,

research reports,

webinars, seminars, etc.

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Honeymoon rate

Fund capacity

Roadshow seminar for

clients/ prospects

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Examples:

• Webinars: “more than 40,000 have signed up”

• Blog Subscription: “130,000 people have subscribed”

• Conferences: “more than 14,000 people attended Inbound15”

• Social followers: 5,927,412 people like the Australian American Express Facebook page

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• Trending topics (Google Trends)

• Trending hashtags

• Top news items

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Analyst reportResearch report

EbookExpert content

Educational content

Expert guideLive interaction

WebcastPodcastVideo

Comparison Whitepapers

Product comparisons (performance tables)

Product literatureFace to face meeting

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“Next generation”

“Flexible”

“Robust”

“Scalable”

“Easy to use”

“Cutting edge”

“Ground breaking”

“Best of breed”

“Mission critical”The Gobbledygook Manifesto ebook

by David Meerman Scott

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But test for your business and audience!

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Ebooks or guides

Templates or presentations

Research & reports

Whitepapers

Kits

Live webinars

On-demand videos

Blog (with offers in the sidebar)

Blog posts (with a CTA in the post)

Middle-of-the-funnel/ sales ready offers

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• Calls-to-action do best “above the fold”

• Anything “below the fold” will only be viewed by 50% of people who visit your page

• Doubling impressions on your CTAs can significantly increase your lead count

Notice the placement of the primary CTA on the Freshbookshomepage. Two buttons for “Try it Free for 30 Days” stand out above the fold

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• Better to be clear than clever

• Be specific

• Convey a compelling benefit of receiving the offer

Notice that this CTA is to promote a free webinar. There is little copy in this banner ad and a button that indicates it’s clickable.

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• Contrast is more important than colour

• Use contrasting colors to make the CTA

stand out

• Use design to make it clear it is a

clickable call-to-action

Googled “everyday business account” and this is the page Newcastle Permanent direct the visitor to. Use the “squint test” -what’s the main CTA?

It would be interesting to test contrasting colours on buttons that are obviously clickable.

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• Calls-to-action are meant to send visitors to a dedicated

landing page where they receive a specific offer

• Do not use CTAs to drive people to your homepage

• Send them to a page that will convert them into a lead

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LinkedIn post about this webinar drives visitors directly to a landing page for the webinar.

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• Create a different offer for each of your products or services

• Place CTAs linking to each offer on the website pages that are most relevant to that offer

In this example, a CTA to download our ebook “Social Media for the Financial Services CEO” is placed on the section of our website that covers our services in social media.

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• Don’t stop once someone has completed a

form

• Increasing engagement is also a top

priority so that prospects turn into loyal

fans

• Use a “thank you” page as an opportunity

to promote more offers and content

• We had 21.7% conversion rate

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BlueChip offers a secondary call-to-action for an eDM on our “thank you” page.

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• Landing pages are used to convert visitors into leads by completing a transaction or by

collecting contact information from them

• Landing pages consist of:

A headline and (optional) sub-headline

A brief description of the offer

At least one supporting image

(Optional) supporting elements such as testimonials or security badges

And most importantly, a form to capture information

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The benefits the visitor will gain from taking up the offer

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• Remove navigation links on the

landing page to keep visitors

there

Removed main navigation

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• Keep your messaging consistent on

both your CTA and the headline of

the landing page.

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• Be brief and to the point

• In addition to your headline, include a brief paragraph explaining what the offer is

• Add a few bullet points outlining the benefits of the offer.

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• Make it clear in your brief paragraph and/or bullet points what the benefits of the offer are

• Convey the value of your offer clearly and effectively

The landing page copy tells the visitor what they will receive when downloading the offer

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• Include buttons to enable your prospects

to share content and offers

• Include multiple social media channels as

well as email, since people have different

sharing preferences

Social media sharing buttons are prominently displayed on the page

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• Companies see a 55% increase in leads by increasing landing pages from 10 to 15

• The more content, offers, and landing pages you create, more opportunities to generate

more leads for your business

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• The fewer fields you have in

a form, the more likely you

will receive more

conversions. A longer form

looks like more work and

sometimes it will be

avoided all together

• But on the other hand, the

more fields you require, the

better quality those leads

might be. The best way to

determine what works best

is to test it

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Few mandatory fields helps ease of completion –

especially on mobile

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• Do NOT use the word

“SUBMIT” on your button

• Instead, turn the statement

into a benefit that relates to

what they are getting in return

• Make the button big, bold and

colorful. Make sure it looks

like a button (usually beveled

and appears “clickable”)

Don’t do this!

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Help reduce a visitor’s anxiety to complete the form:

Example of security seals at the bottom of a landing page form

• Add a privacy message (or link to your privacy policy)

• If your form requires sensitive information, include security seals

• Adding testimonials or customer logos is another great way to indicate social proof

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Sometimes people won’t fill out a form just because it “looks” long and time-consuming.

If your form requires a lot of fields, try making the form look shorter by adjusting the styling.

Both forms have the same amount of fields, but version A might look shorter than B on the page

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• In every blog post, include hyperlinks to landing pages within the copy of the post, as well as

a prominent call-to-action

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In this example, a CTA to download our ebook “Social Media for the Financial Services CEO” is placed on a blog post about social media

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• Focus on an opt-in strategy

• Send people valuable offers

• Give people the tools to share

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Simple email promoting a valuable offer that includes social media sharing buttons

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• Get to know your audience online, communicate and share information

• Interact with others and be helpful

• Publishing and sharing content that directs traffic to targeted landing pages is the single biggest lever to increase lead generation through social media

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Make it easy for people to find your landing pages through search engines:

• Pick a primary keyword for each landing page

• Place your primary keywords in your headline and sub-headline

• Include the keywords in the body content but don’t use them out of context

• Include keywords in the file name of images (e.g. mykeyword.jpg) or use them in the ALT tag

• Include the keywords in the page URL

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Sub-headline

Headline

Clean URL containing primary keywords

Keywords used throughout text

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• Include links to other content offers you can download. As people share your ebook, they

may discover other resources that your company offers.

Within this ebook “25 Website Must-Haves” are links to other ebooks and guides

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• A/B testing can be used in calls-to-action,

landing pages, email marketing,

advertising, and more

• A/B testing your landing pages and other

assets can help you generate up to 40%

more leads for your business

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BlueChip was founded in 2004 to fill a gap in the Australian financial services industry. By bringing together talented communicators with deep industry expertise, we knew we could help financial services companies communicate better. Today, BlueChip uses an integrated approach to marketing — working across content marketing, PR and social media to help you grow your business, protect your reputation and do it ever more cost-effectively.

Want to talk about your specific challenges? Please get in touch!

www.bluechipcommunication.com.au