Advancing Early-Stage Opportunities in Mobile [OneSignal Example]

Advancing Early-Stage Opportunities in Mobile [OneSignal Example]

This is a proven approach to advancing opportunities in a highly-competitive space, in this case, mobile marketing automation. I felt compelled to open source this Product-Led Sales process I developed over a decade of selling marketing automation, mobile, and product analytics solutions. Adhering to this process will accelerate win rates, and most importantly, it ensures Sellers respect the priorities of prospective customers, and especially their time.

Purpose

Demonstrating value and building trust with prospects is the most powerful way to move opportunities forward. The ultimate objective for an Account Executive in the initial phases of a new business opportunity is to secure a demo meeting led by a Sales Engineer with more than one department represented (i.e., Product and Engineering, in this example).

Win rates skyrocket when multiple stakeholders are involved, which is a barrier Sales can overcome by thoroughly prepping and following up.

Research ??

Step 1: Scan Apptopia (Last Month)

  • Downloads, MAU

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  • D30 Retention

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  • Scan SDKs for Competitors and Partners

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Step 2: LinkedIn

  • How long have they been there? Are they Above the Line, or Below the Line?
  • Scan for Change Agents (new hires ATL are more likely to have an appetite to make an immediate impact on revenue and retention)

Step 3: Download the App

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Screenshot each screen during FTUE (First-Time User Experience):

  1. The onboarding sequence, push/ad-tracking/location permissions
  2. Does the app ask users to opt-in for push notifications during the initial session? Is there an in-app pre-prompt, or does it just display the native iOS* modal?

  • *Users must go to Settings if they select Do Not Allow when the app displays the native iOS prompt.

  1. Is the value of the app articulated clearly? Could including more content improve the app's first impression?
  2. Is registration required? How many total steps are involved to complete registration?
  3. How many notifications do they send in the first 0-7 days after downloading the app?
  4. Are the notifications promotional? Does the app promote features to users? Are notifications informed by behavior?

Too often, apps deliver 0 notifications in the first three days, indicating a greenfield opportunity to double new user retention.

Simplifying the path to activation is critical for offsetting churn since onboarding is the leading indicator of app user retention

Step 4: Review App Release Cycles

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Data.Ai

Analyze the iOS App Store page (or create a free Data.AI account to view basic insights like Releases, Ratings, etc.) to understand how frequently the app is updated:

  1. If the app is updated every 2-6 weeks, that can help frame the conversation around the power of codeless in-app messages to drive new feature adoption and mitigate sprint cycle bloat
  2. How long has this app existed? Was their current SDK for push notifications installed before the contact joined? For most brands with Firebase and a mature app, Devs hardcoded push notifications a very long time ago, and there is no dashboard to continuously improve and optimize their engagement strategy.

Step 5: Understand their Tech Stack

Use BuiltWith to identify tags:

  1. Analytics Partners: Amplitude, Mixpanel, Segment, Etc.
  2. Competitors: Marketing Clouds, API-Based Notifications Tools, Etc.

Step 6: Google their Open Jobs

Data Science roles will identify if they use GCP, and Mobile or Growth roles will uncover what tools the product and growth teams are using.

Uncover roles for building or maintaining notifications or messaging systems, which is the least cost-effective approach to engaging customers (consult them on the "building is less expensive" fallacy).

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Best Practices ??

Generally, the fate of an opportunity is determined by the effectiveness of the Discovery Call. Contrary to various leading sales methodologies, AEs lose competitive opportunities in the mobile marketing automation space or when embracing a Product-Led Sales approach, when they fail to be customer-centric. AEs must leave prospective customers with a strong sense of the value of OneSignal. That requires focusing on the right use cases and minimizing concerns around implementation, interoperability, and overall usability of the platform.

When momentum is lost, it is typically due to a lack of preparation because prospects likely do not (often enough) have specific evaluation requirements, at least beyond fixing what is broken today (i.e., no push).

This is due to the responsibilities for mobile remaining distributed across the Engineering, Product, and Growth/Marketing teams.

In this competitive landscape, AEs should not assume they have earned the right to ask customers a series of questions to qualify new business opportunities (see BANT Doesn't Work...). To secure the next meeting, illustrate that you understand their business enough to help them diagnose pain they may not recognize as a substantial problem. Then, demonstrate how OneSignal can progress them to their desired future state (solving problems, accelerating revenue and retention, etc.).

?? After leading with value, ask the right questions throughout the discovery call.

Example Questions:

  1. Do you believe an ability to seamlessly orchestrate targeted push notifications to users in the first few days after downloading will lead to more frequent engagement?
  2. Could you do this with your current tool today?
  3. Without knowing your top objectives for the app, we prepared to dive into retention because it’s a universal problem for apps. How are you defining success today?

?? Develop a hypothesis based on your research.

Example Hypothesis:

The Product Manager (who took the meeting) cannot directly influence session starts (the primary input directly impacting retention) or other primary objectives/KPIs. Their Developer uses Firebase for transactional messaging (no dashboard), and their Marketers send promotions via SMFC (not self-service, intuitive, or effective for mobile, especially with in-app messaging).

In this example, OneSignal is the solution to align stakeholders tasked with accelerating revenue and retention on mobile.

Meeting Preparation Tactics

?? Create an agenda tailored to your hypothesis.

Example Agenda (Book 20-30 Minutes):

  1. Introductions (2 min)
  2. COMPANYs App Priorities (3 min)
  3. OneSignal Overview (5 min)
  4. Why We Exist
  5. Scale & Reach
  6. Channels
  7. Opportunities for COMPANY (7 min)
  8. Onboarding
  9. D30 Retention
  10. Revenue Objectives?
  11. Q&A / Define Next Steps (3 min)
  12. Email Prospect (48-36 Hours in Advance:

Thank you for confirming the meeting for DAY, we look forward to diving into OneSignal with you! To ensure we make the best use of your time, can you kindly confirm the agenda below? <INSERT AGENDA> Also, in case something happens with Zoom, what is the best number to reach you?*

*It is critical that AEs/XDRs attempt to capture phone numbers in advance of the meeting. There is an immense risk if the Sales team is single-threaded. Opportunities have a much higher propensity to close when AEs can engage via text before/after the initial call.

Presentation

?? Customize a deck to support your hypothesis, allowing Sales to present themselves as trusted resources, which they can also use to follow up promptly with additional content based on topics discussed.

Step 1: Create a Deck

Customizations:

  • Add a screenshot from Apptopia
  • D30 Retention for the iOS app last month
  • The US only, compared against the Top 10% in their Category
  • FTUE (First-Time User Experience)
  • Message Copy

“It’s best to show you the platform in action. The most differentiating aspect is that even someone like me, with no campaign management experience, can orchestrate real-time omnichannel campaigns from the dashboard without any assistance whatsoever.”

Step 2: Develop a basic Journey, Set the Entrance & Exit

  • 1. Illustrate the value of a seamless interface to drive specific goals

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“Starting with the end goal in mind, we can determine the optimal paths to drive new users not registered to complete a survey about their purchase.”

  • 2. Highlight the real-time nature of the OneSignal platform

“We should set a delay for the first communication because the message will reach them mid-session if we do not. To give you an example, a Sports League had to throttle notifications. OneSignal is so real-time that it beats Live TV!”

  • 3. Demonstrate the Split Branching

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“You can optimize entire workflows to determine the best cadence, sequence, channel, and copy to maximize the impact on the end goal.”

  • 4. Showcase how easy it is to set Data Tags (no code)

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  • 5. Create a push template in advance with one of their brand images to highlight

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  • 6. Show the languages tab to reference how the OneSignal SDK automatically captures the Language (as well as time zone, etc.) set on each user’s device

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  • 7. Highlight retargeting from Previous message behavior

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  • 8. Show In-App in Journeys, then open another tab with a pre-built IAM (for efficiency) to showcase the power of a WYSIWYG template builder

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Pro Tip: Demo Data Tags for tracking interactions with the in-app message

  • 9. Confirm the next meeting, and ensure they bring stakeholders from another team

Value Propositions to Consider

Problems OneSignal solves, depending on technology and mobile app maturity:

Nothing/Firebase/internal/API (or Equivalent)

  • Firebase FCM Dashboard:

{
? "message":{
? ? "token":"bk3RNwTe3H0:CI2k_HHwgIpoDKCIZvvDMExUdFQ3P1...",
? ? "data":{
? ? ? "Nick" : "Mario",
? ? ? "body" : "great match!",
? ? ? "Room" : "PortugalVSDenmark"
? ? }
? }
}        

  • OS goes beyond the limitations of API endpoints with flexibility and extensibility and enables a dashboard to monitor and orchestrate contextual messages designed to progress users through various milestones, unlocking (insert what they care about most and) revenue and retention growth

Traditional Marketing Clouds (SFMC/Adobe/Etc)

  • Salesforce Mobile Studio UI:

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  • Adobe Campaign UI:

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  • Mobile app users are like goldfish, and they need to realize the value in 7 seconds or less, the reason apps lose 80-95% of new users by day 30
  • Most platforms were designed for the web and do not enable real-time capabilities required for adapting to user behavior on mobile apps
  • OneSignal enables technical and non-eng personas alike to engage app users across channels in real-time, which is essential on mobile since you have only one guaranteed opportunity to activate users
  • A self-service dashboard to deploy messages at a high velocity is critical
  • No ongoing maintenance required
  • Not a redundant data layer
  • Data teams are hesitant to trust marketing analytics tools, so licensing software that requires them to host data already tracked is inefficient and bogs down data engineering resources

Combination of API + Marketing Clouds (i.e., SFMC + Firebase)

  • Consolidate to enforce alignment towards customer and revenue growth and retention objectives
  • More efficiency, control over customer experience
  • Nothing (easy to use) exists to influence user behavior and progress users to achieve more with in-app messaging

General Value

?? OneSignal empowers teams across the organization to seamlessly drive revenue and retention growth through self-serve messaging capabilities to systematically guide people to build habits around their digital products, so they ultimately become loyal customers.

  • Devs: A flexible, unlimited API to embed into stacks and workflows with compatibility across all platforms, and supported by knowledgeable humans, thorough docs
  • PMs: Reduce sprint cycle load and drive feature adoption and retention with no-code In-App Messaging
  • Design: Deliver more of their assets to exponentially more product users via custom HTML and images repurposed in a WYSIWYG in-app template builder
  • Growth/Product Marketing Managers: Orchestrate, optimize, and automate cohesive lifecycle messages without ongoing maintenance or constraints, empowering them to drive outcomes that accelerate growth objectives (high-value actions/milestone progression and retention) consistently

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