By Jay Hidalgo published April 27, 2014

Make Your Demand Generation More Effective With These 3 Processes

word pile-customers-prospects-leadsI’ve been in the marketing and sales world for nearly 25 years, and have worked with hundreds of marketers. No matter their backgrounds (e.g., enterprise vs. startup, B2B vs. B2C, etc.), marketers most often ask me, “Why isn’t my demand generation more effective?” In my experience, the simple answer is “focus on your buyer.” In fact, most marketers will eventually admit:

  • They don’t know their buyer well enough.
  • They don’t understand the buying process well enough.
  • They don’t have a content framework for communicating with the buyer.

But here’s the thing: Most of the companies I interact with know they need to improve in these areas. What they don’t know is how to do it. 

I won’t get into all the reasons why it’s important to know your buyers, define your customers’ buying process, or ensure your content meets their needs. (There’s plenty of research to support those points.) Instead I’ll share practical tips to help with the how. Whether you’re a novice marketer who doesn’t know where to start, or a seasoned marketer looking for an edge to boost effectiveness, these practical tips should be of help.

The entire process is organized into three distinct sub-processes:

  1. Develop a buyer persona.
  2. Define the buying process.
  3. Develop a content framework.

1. Develop a buyer persona (i.e., know your buyer)

  • Gather marketing and sales together: This will be a working session or workshop where equal representation from both marketing and sales is present. If marketing seeks to develop the personas alone, the result will be skewed. Having both groups share their unique insights on the customer creates a more holistic view.
  • Determine buying groups: Through dialogue, brainstorming, and whiteboarding, determine the buying groups for your products and services. These are target groups that decide or influence the buying decision. Try to stay away from titles (e.g., VP, or Manager) and focus more on functions, such as technical buyer, user, designer, etc.
  • Define information categories: Once you determine the buying groups, define which categories of information are important to know with regard to the group’s buying behavior. Sample information categories might be personal background, daily activities, role in the company, challenges, preferred sources for industry news, etc. At this stage, you’re only defining those categories — not filling in the answers.
  • Create a matrix: Put together a matrix of the buying groups and information categories, with buying groups across the X-axis and the information categories down the Y-axis.
  • Fill in the matrix: Use a bulleted list to determine the three to five descriptors for each buying group’s information category. For example, if the buying group is facility management, and the information category is daily activity, you might list:

o   Monitor operational efficiency.

o   Manage staff.

o   Mange vendor relationships.

o   Create and maintain budget.

  • Validate: After completing the matrix, validate it with customers and other staff. This can be done via phone call or small group presentation. If it’s available, use secondary research to validate results.

2. Define the buying process

  • Gather marketing and sales together: This second working session is separate from the one to develop the buyer persona.
  • Whiteboard an initial buying process draft: Through conversation, create an initial buying process map — a simple flow chart that identifies the specific decisions or steps the buyer goes through.Start by asking, “What triggers a buyer to start looking for our solution?” Once you determine that, then ask, “What does the buyer do/think next?” Keep asking follow-on questions until you’ve plotted out the steps the buyer takes through post-purchase.For some groups, working backwards is more effective. For example, start with the statement, “They bought ‘X’ from our company.” Then ask, “What did they do just before buying?” (e.g., Before making a purchase, they justified their decision. So, justification becomes the step before purchase). Keep working backwards in this fashion until you define the trigger step that started the process.
  • Support/revise your map with research: It’s important to verify the buying process with objective research. Methods such as in-depth interviews and focus groups work well to determine the buyer mindset through the buying cycle. These should be conducted among prospects and customers. If you have the resources to use an outside research firm, make sure it understands the concepts of buyer insight for demand generation.
  • Confirm: After revising the draft based on research, confirm the results by asking internal stakeholders (e.g., sales, business development, product marketing, etc.) and customers to review and validate it. This can be done via phone call or small group presentation.

3. Develop a content framework

  • Gather marketing and sales together: This will be yet another working session. (Are you sensing a theme here?)
  • Create a matrix: Build a matrix using the buyer personas and buying process map. List buying process stages across the X-axis and buyer personas down the Y-axis.
  • Fill in the matrix: As you did with the buyer personas, use bullet points to list the answers to questions for each persona in each stage, such as:

○     What questions is the buyer asking at this stage?

○     What answers should we provide to those questions?

○     What is the best medium for delivering the answers?

○     What behavior do we want our answers to elicit?

  • Validate: After completing the matrix, validate it with customers and other staff. This can be done via phone call or small group presentation. If possible, use available secondary research to validate as well.

Depending on the size of your organization, completing the entire process will take approximately one to three months — a considerable investment of time, not only for the marketing organization but also for internal stakeholders and customers.

I’m often asked, “This is a lot of ‘thinking work.’ Is it really worth it?” The answer is a resounding “Yes.” One of the major missteps marketers make with demand generation is they implement tactics with no strategic support. They spend time and money executing programs they hope or think will work. I always counsel to “plan the work then work the plan.” Research shows doing so leads to double-digit revenue growth. And who wouldn’t want that? 

This article originally appeared in the April 2014 issue of Chief Content Officer. Sign up to receive your free subscription to our quarterly magazine. 

Cover image via Bigstock

Author: Jay Hidalgo

Jay Hidalgo is President of The Barzel Group, creator of Demand Gen Coach. His unique coaching approach is being used by companies such as Toshiba, Haworth, and National Heritage Academies, where he works to help marketers build and hone their demand generation and lead management processes and skills. Jay currently resides in Grand Rapids, Michigan.

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  • Julie_Schwartz

    To get to know buyers and how they buy, wouldn’t it be better for market to talk directly with the buyers rather than getting the input second hand? ITSMA just completed a survey on Buyer Personas and e found that 100% of the companies that are effective using Buyer Personas develop the personas by doing qualitative research with customers. Only 50% of the less effective companies do qualitative research with the buyers. Sales definitely has to be part of the process. But it seems like marketers can’t rely solely on sales if they want to get deep insights into buyer behavior that will change the way they market.

    • JoeV

      Julie, you have a great point. However, I’d suggest prefacing that with… are the companies focused on the right buyers? If that is solid, then in defense of Jay, Sales is an excellent resource for polishing the message that marketing needs to be delivering… an element of Sales/Marketing alignment.

      I’ve also read the ITSMA report (which I believe you are an executive for?… it would be nice for you to clarify next time.). However the source of the survey are not provided to leaders in the space, so I’m not sure how much I would take away from it as a supporting argument. Qualitative research like that have been designed to examine the problem to be solved from a product development and product marketing perspectives…. an only some elements might be useful in Demand Management and Accelerating Sales.

      • Julie_Schwartz


        I am not sure what you mean by this statement: “However the source of the survey are not provided to leaders in the space, so I’m not sure how much I would take away from it as a supporting argument.” Could you please explain it further?

        Also, apologies for my typo above which obscured the fact that I work for ITSMA. The sentence should have read: “ITSMA just completed a survey on Buyer Personas and WE found that…”

        • JoeV

          The survey respondents really aren’t qualified to speak to your point… They aren’t thought leaders in the space.

          • Julie_Schwartz

            The research was conducted with marketing practitioners who have created and are using buyer personas. They self-rated their effectiveness in using buyer personas in their marketing activities. We looked at what the marketers who rated themselves as very effective did and are doing differently from those that rated themselves somewhat/slightly/not at all effective. One of the biggest differences between the two groups is that 100% of the very effective marketers did qualitative research whereas only about half of the less effective marketers did so. The data is statistically significant. In my mind, that speaks volumes for the benefit of qualitative research to build buyer personas from the people who are actually doing it. And I believe many of the leading experts would agree with me, including Adele Rivera and Tony Zambito.
            But, perhaps this is a B2B vs. B2C issue? Maybe qualitative research is only needed in B2B complex, high consideration purchases? That’s what I focus on–just a thought.

  • Tabitha Martin

    “Most don’t know their buyer well enough”
    Aah, yes. And underlying that ability to develop buyer personas, is understanding who you are as a business–who do you *want* to go after?
    That’s why I tell my clients who are just starting out (in whatever business!), that they need to know who they want to be as a business, in order to understand who they want to appeal to, in order to figure out how to appeal to them.

  • JoeV