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Welcome to
the Inbound Lunch Bunch
February2018
Win Back Campaigns
Introductions
SuzanneCarawan
 Consulting experience inthe association world arounddigital strategy,
field and social media marketingand changemanagement
 Expertise inlead generation
 Leader of growth programs, products and organizations
 @suzannecarawan
Housekeeping
 Tonsofresources available:
 All of last year’sInbound LunchSessions available ondemand: http://site.highroadsolution.com/inbound-
lunch-bunch-page
 Toolkits: http://pages.highroadsolution.com/toolkit-list
 If wesuddenlydropoffthe call, hangtight,we will dial backin!
 Postquestionsin theChatwindowandwewill trytoansweraswego throughthepresentation
Related Resources
Download New eBook & Toolkit at
HighRoadU.com
Win Back Lost Members
Challenge:
Financial Association
$6M Revenue,40 staff
8,500 Lapsed Members
Source: Guidestar
https://www.invespcro.com/blog/customer-acquisition-retention/
https://www.invespcro.com/blog/customer-acquisition-retention/
Win Back Members Using Inbound Methodologies
 We’re at a Cross-Roadsin Corporate & Association World
Digitization of Consumerism
Win Back Members Using Inbound Methodologies
Win Back Members Using Inbound Methodologies
Win Back Members Using Inbound Methodologies
 Step 1: Data Mining
• DeepAnalysisof8,500Members
 Everythingwecanknowabout
Demographics
Purchase Behavior
Sentiment Behavior
 UseFunnelAnalysisThroughout
 Mindset Basedon Probability
withFocus on Customer
Experience
 Outcome:TargetedLists
Win Back Members Using Inbound Methodologies
Win Back Members Using Inbound Methodologies
Best Part of Win Back
Campaigns is that You
Already Have the Email
Address!
-Email Marketing
-Targeted Social Media
Advertising
-Direct Mail
-Retargeting
 Step 2: Match the Right Channel to List
 Step #3: Identify the Desired Journeywith One Focus---Reduce
Friction
This is Survival of Your Den!
Protect Your Members!Departments Unite!
 Step 3: Challenges of Reducing Friction
1) Youcausefrictionbecauseyou’releading change
2) Must workcross-functionally
3) Must exposecracksin thebusiness processandtechnologyinfrastructure
4) Must addresscracksin thebusinessprocessandtechnologyinfrastructure
5) Must moveorganizationthroughdigital transformationtofocusonthe end user andnotthe
internalworkingsofthe organization-----------------
themarketdoesn’thaveemotion
-doesn’tgiveyouabreakbecauseyou’reanot-for-profit
-can’tpleadtowaitformoretime
-can’targueyoudidn’tknow
 Step 4: Create Compelling Campaign
Theme:
“You’re the Missing Piece to OurPuzzle”
ValueProp:
NewLeadership Bringing New& Improved Online Assets and Connections
“Not Your Father’s Oldsmobile”
Emotional Hook:
Appeal to the egoof being part of the most elite
group andif you’re nota member, you’re average
 Step 5: Run It!
 Step #6: Measure & Refine
Final Result:
-Close to 30% Win Back for
Available Population
 Step #7: Post-Mortem
 Needed to manually reconcile with membership system, email
marketing, social media to get metrics & transactionaldata
 Break down in data/technology to calculatefull funnel
 Trainingof Member Reps/Sales Team to Close
Do Good Work.
Make TodayGreat.
Win Back Members Using Inbound Methodologies

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Win Back Members Using Inbound Methodologies

  • 1. Welcome to the Inbound Lunch Bunch February2018
  • 3. Introductions SuzanneCarawan  Consulting experience inthe association world arounddigital strategy, field and social media marketingand changemanagement  Expertise inlead generation  Leader of growth programs, products and organizations  @suzannecarawan
  • 4. Housekeeping  Tonsofresources available:  All of last year’sInbound LunchSessions available ondemand: http://site.highroadsolution.com/inbound- lunch-bunch-page  Toolkits: http://pages.highroadsolution.com/toolkit-list  If wesuddenlydropoffthe call, hangtight,we will dial backin!  Postquestionsin theChatwindowandwewill trytoansweraswego throughthepresentation
  • 5. Related Resources Download New eBook & Toolkit at HighRoadU.com
  • 6. Win Back Lost Members
  • 7. Challenge: Financial Association $6M Revenue,40 staff 8,500 Lapsed Members Source: Guidestar
  • 11.  We’re at a Cross-Roadsin Corporate & Association World
  • 16.  Step 1: Data Mining • DeepAnalysisof8,500Members  Everythingwecanknowabout Demographics Purchase Behavior Sentiment Behavior  UseFunnelAnalysisThroughout  Mindset Basedon Probability withFocus on Customer Experience  Outcome:TargetedLists
  • 19. Best Part of Win Back Campaigns is that You Already Have the Email Address! -Email Marketing -Targeted Social Media Advertising -Direct Mail -Retargeting  Step 2: Match the Right Channel to List
  • 20.  Step #3: Identify the Desired Journeywith One Focus---Reduce Friction
  • 21. This is Survival of Your Den! Protect Your Members!Departments Unite!
  • 22.  Step 3: Challenges of Reducing Friction 1) Youcausefrictionbecauseyou’releading change 2) Must workcross-functionally 3) Must exposecracksin thebusiness processandtechnologyinfrastructure 4) Must addresscracksin thebusinessprocessandtechnologyinfrastructure 5) Must moveorganizationthroughdigital transformationtofocusonthe end user andnotthe internalworkingsofthe organization----------------- themarketdoesn’thaveemotion -doesn’tgiveyouabreakbecauseyou’reanot-for-profit -can’tpleadtowaitformoretime -can’targueyoudidn’tknow
  • 23.  Step 4: Create Compelling Campaign Theme: “You’re the Missing Piece to OurPuzzle” ValueProp: NewLeadership Bringing New& Improved Online Assets and Connections “Not Your Father’s Oldsmobile” Emotional Hook: Appeal to the egoof being part of the most elite group andif you’re nota member, you’re average
  • 24.  Step 5: Run It!
  • 25.  Step #6: Measure & Refine Final Result: -Close to 30% Win Back for Available Population
  • 26.  Step #7: Post-Mortem  Needed to manually reconcile with membership system, email marketing, social media to get metrics & transactionaldata  Break down in data/technology to calculatefull funnel  Trainingof Member Reps/Sales Team to Close
  • 27. Do Good Work. Make TodayGreat.