.png)
What’s in it
By implementing this playbook, you can expect:
- Engagement through the roof: Track which key accounts are actively consuming your content.
- Faster deals: Move forecasted deals through the pipeline with targeted engagement strategies.
- High-impact alerts: 50% increase in responses to critical sales signals.
- Better visibility on forecast: with content engagement you can actually see if the deal your AE forecasted are real
The Context
You're sitting on a goldmine of potential, but are those high-value B2B deals really as hot as you think?
Let's face it, we've all been there:
- Radio silence from forecasted deals: Are they really engaging with your content?
- Lack of visibility: You’re guessing whether key accounts are truly interested.
- Notification overload: How do you filter out the noise and focus on what matters?
But don't sweat it – we're about to turn you into a deal-closing dynamo by helping you monitor content engagement for forecasted deals, ensuring you focus on the accounts that are moving closer to a close.
The Step-by-Step Process
Step 1: Identify Engagement from Forecasted Deals
First things first, identify which forecasted accounts are actively engaging with your content.
Here’s how:
- Segment your CRM data: Focus on forecasted deals that have shown recent activity.
- Track interactions: Monitor how these accounts are engaging with your website, emails, and ads.
- Spot the trends: Look for patterns in engagement that signal intent, like repeated visits to pricing pages or high interaction with case studies, ads, outreach content.
In this example, we are able to filter engaged accounts across at least one channel (outbound, using personalized 1:1 landing pages), with over 3 minutes of active time, at least 3 weekly visitors, and an opportunity opened with a closed date set for this quarter.
This helps the team gain visibility (and receive notifications to take action) on engaged accounts, ensuring they are progressing at the desired pace.
With Userled, you can combine account engagement data such as active time, weekly visitors and more with CRM data filters to narrow down the most likely to convert accounts, and identify those you should focus on.
Step 2: Generate Personalized Content for Key Accounts
Now that you know who’s engaged, it’s time to dial up the personalization. Create content that speaks directly to each account’s needs:
- Custom landing pages: Tailor each page to address specific pain points of your forecasted accounts.
- Personalized ads and emails: Use engagement data to craft messages that resonate with each prospect.
- Dynamic content blocks: Include relevant case studies, testimonials, or product features based on account activity.
Step 3: Capture and Act on Engagement
With your content out there, it’s crucial to monitor how your forecasted deals are interacting with it:
- Real-time notifications: Set up alerts for your sales team when key accounts engage with critical content like pricing or case studies.
- Targeted follow-ups: Reach out to these accounts immediately with relevant information or a meeting request.
Step 4: Keep the Engagement Loop Active
This isn’t a one-time effort. Keep the loop going:
- Monitor: Continuously track which forecasted deals are engaging with your content.
- Adapt: Use this data to refine your outreach and content strategy.
- Repeat: Keep the engagement going until the deal is closed.
.png)
The Payoff
Stick to this playbook and you’ll see:
- A healthier pipeline: Only focus on forecasted deals that are actively engaging.
- Increased engagement: Get higher response rates from your most valuable accounts.
- Faster deal velocity: Move deals from forecast to close quicker than ever.
The Game Plan
Here’s how to get started:
- Organize your CRM: Ensure all forecasted deals are tagged and tracked.
- Set up Userled: Implement the tools you need to track and act on engagement.
- Personalize your content: Tailor every interaction to the specific needs of your forecasted accounts.
- Engage and monitor: Use real-time data to guide your sales efforts.
- Analyze and refine: Keep improving your strategy based on what’s working.
Implement this playbook and watch your forecasted deals turn into closed-won faster than ever. And if you want to see how Userled can make this even easier, let’s chat.
