personalization across the b2b tech customer journey
TRANSCRIPT
Engagement Score
SurveysRequests for ReviewsRequests for Referrals
Tips & TricksSupport Messages
Help Content
Homepage Headline Images & Copy
Introductory VideosWelcome Messages
Special O�ers
Company and IndustryEmail or Ad Campaign
Referring SiteGeolocation
1-888-310-0589
evergage.com
Adoption LevelUsed/Unused Features
ADVOCACYIdentify the best customers and motivate
them to recommend the solution
Most Used FeaturesPlan Level
Product O�ersServices Packages
UPSELL / CROSS-SELLIdentify and capitalize on the best
opportunities for upsells
ADOPTION & RETENTIONEnsure that users receive the most
value from the solution
Use Case(s)PersonaIndustry
Onboarding TutorialsProduct Videos
Tips & Tricks Support Messages
Surveys
ONBOARDINGGuide new users to relevant
features & information
PURCHASETransition communication from prospect to customer-focused
INITIAL ENGAGEMENTGive first-time visitors a relevant initial
experience
AWARENESS
Demo or Free Trial O�erProduct Information
Case Studies Testimonials
Buying StageTrial Status
EVALUATIONGuide visitors to take actions
that lead to conversion
eBooks/WhitepapersUse Cases/Examples
WebinarsBlog Articles
PersonaIntent
CONSIDERATIONSuggest content and resources to
educate visitors
Personalization is a powerful approach to guide visitors along the B2B buyer’s journey.
You need to understand certain criteria about each person at each stage and respond with personalized experiences, messages and
calls-to-action (CTAs).
Follow this path to success.
KEY
RESPONDWITH CONTENT
UNDERSTANDTHE CRITERIA
PERSONALIZATION ACROSS
THE B2B TECH
CUSTOMER JOURNEY