Which of the five fundamental steps is most challenging for you?

When it comes to integrating behavioral marketing and customer segmentation into your processes there are five fundamental steps to consider:

  1. Defining the interactions you want to track
  2. Implementing tracking
  3. Analyzing and reporting how people are behaving on your website
  4. Using this information to segment your contacts
  5. Using your segmentation to nurture

Which of these five fundamental steps is most challenging for you?

Share below the barriers you’ve experienced and how you’ve overcome some of them if applicable!

To learn more about this, check out the Understanding Behavioral Marketing and Customer Segmentation lesson via HubSpot Academy.

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It would probably be “defining the interactions to track”. But I’m guessing I have to relate those to my marketing goal, is that correct?

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Yes!!

I concur, that the first step of determining the appropriate interactions to track would be the biggest challenge in the first step process. I agree that you would want to make your determinations based off your SMART goals

I agree!

Hello,

I think all fundamental steps are equally important, but I tend to agree that defining the interactions that I want to track is the hardest bit. Not only because this will affect how I segment my customers but also because all other steps in the process will be based on the interactions i choose to track. Any thoughts?

Definitely! Step 1 is foundational for all the other steps. Appreciated the way you worded that.

Great points. My thoughts are for you to track more KPIs than less, and then uncover patterns that result in sales, leads, or any other KPI that are important to your customers. (look into AI and machine learning to help you in this effort)

Super helpful tip. Thanks for adding this to the thread!

I’ve heard this from a lot of people since making this post on Community. Not sure you have time or would be interested, but I’ll be hosting an office hour on March 10th 11:00am EST to specifically discuss these five steps with a subject matter expert and some of the roadblocks people have expressed since the new Inbound Marketing Certification has launched. If you’re interested, we’d love to have you show up. You can register here!

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For me I think the hardest part will be implementing the tracking and analyzing the reports. I haven’t gotten that in depth with my website before and I am excited for the challenge, and to see what my returns could be.

For me it’s the technological know-how of how to use HubSpot that is challenging to me.

Very understandable. Hopefully you’re able to use HubSpot Academy as well as our Knowledge Base to help you learn what you need. Be patient and gentle with yourself! It’s a massive system!

I’ll be hosting an office hour on March 10th 11:00am EST and thought of you and this post! We’ll be specifically discussing these five steps with a subject matter expert. Our guest is also a product manager, so it might be a great time to come and ask some questions about HubSpot the product and how it relates to behavioral marketing. No pressure, but we’d love to have you. You can register here!

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Please report back as you’re developing this. Would love to hear what you come up with and what results you see!

I love the idea of this five-step process to attract, engage, and delight our customers. A challenging aspect of this process is developing the most appropriate and cost-effective content for each segmentation to best convert people from prospects to customers. We all have limited resources, and prioritizing those resources into developing content, tests, and successful results is a challenge we all face in our jobs.

So well said — especially appreciated the thoughtfulness in mentioning the limited resources. We’re all only human!

Implementing the tracking and analyzing the report of how people are behaving on my website will be the most challenging even though my website is just starting.

It will definitely take time as you’re getting your website up! Love that you’re thinking proactively what might be a challenge for you though.

I would say step 2, implementing tracking, is the most challenging step for me. This and other HubSpot Academy courses have guided me towards many marketing tools, but I’m not yet sure which ones are viable for my purposes at work.