What is inbound customer generation?
The inbound customer creation (inbound lead generation) is the process of attracting prospective customers to your business and gradually heating (nurturing), with the ultimate goal of turning them into real customers. Unlike traditional outbound practices (where the business "chases" customers through phone calls, spam emails or purchased lists), the inbound approach is based on attract the interested parties offering them value. This can be done through useful content, information and experiences that are aligned with their needs. In other words, customers come to you because they find interest in what you offer, instead of you interrupting them with spam.
What is a "lead"? In the context of marketing, a lead is any person who has expressed interest in your product or service. This interest can be expressed in many ways: by filling out a form on your website (form lead generation), requesting a quote, subscribing to your newsletter or downloading a free e-book. Every such action shows that the person is showing that the person Attracted from your business and can develop into a customer.
What is inbound customer generation? It is the inbound customer generation strategy that combines inbound marketing techniques with the aim of generation of customers (lead generation). Specifically, it includes the creation and promotion of content, the optimization of the website for conversions, the use of social media, SEO, email marketing and other tools so that interested parties can find on their own your company, give their details and eventually turn into customers. As Neil Patel notes, without leads there are no sales - which is why generating leads is a fundamental goal for any business. The inbound approach makes this process more natural and effective, building trust with the audience.
Why is Inbound Lead Generation critical?
Attracting customers organic and converting them into customers has multiple benefits for your business:
- More natural transition from stakeholder to customer: Once someone has found your company on their own and shown interest (e.g. through content or search), the transition from "stranger" to customer is much smoother. They don't feel like they were "sold" something by force - instead, they followed their own initiative. This leads to more receptive and loyal customers.
- It fits with inbound marketing: Inbound customer generation is part of the overall philosophy of inbound marketing. Inbound marketing, according to HubSpot, is a methodology that attracts loyal customers by aligning content with the needs of the target audience. Lead generation is the second stage of this methodology - it happens after you've attracted visitors, and the goal is to convert those visitors into leads for your sales team. So embedded in the inbound philosophy, customer generation builds relationships of trust instead of relying on cold calls or list purchases.
- Quality versus quantity: The inbound strategy usually brings more quality leads. Contacts that were acquired because they were genuinely interested in your content or offer are more likely to convert into customers than contacts that were acquired by chance or purchased. Η creating quality leads means your sales team will focus on prospects with a higher chance of conversion, saving you time and money.
- Long-term relationships & loyalty: With the inbound approach, not only do you gain customers, but you build relationships. A lead that became a customer through useful content and a good experience is more likely to remain loyal and recommend your company to others. The entire customer journey is more positive, leading to repeat sales as well.
- Sustainability and costs: Although it requires an investment in time and effort (e.g. content creation, SEO, social media management), inbound lead generation can be more cost-effective in the long run. As opposed to constantly paying for ads or lists, you're building a self-powered channel where customers keep coming as long as you produce value. In addition, avoid the risks of buying leads: purchased leads don't know you and probably consider your emails spam, which can damage your reputation and your email marketing performance.
Ultimately, inbound customer generation helps your business grow by healthy and stable way. In fact, McKinsey studies show that companies that effectively leverage digital tools to attract and manage leads achieve ~5-10% increase in revenue while maintaining or improving margins. This underscores how important a modern, well-executed inbound marketing strategy is to overall growth.
How the Lead Generation process works - Step by Step
The lead generation process includes five main stages: Attracting (Attract), Collection of Data (Caption), Heating/Maintenance Interest (Nurture), Qualitative Assessment (Qualify) and Conversion to Customer (Convert). Let's look at each step in detail, as well as practical examples and tips for each:
Attracting Potential Leads (Attracting Potential Leads)
The first step is to attract the right audience at your "door". This is where the inbound marketing plays the main role. You use various content and promotion tactics to increase your visibility and get the attention of people (or businesses) who might be interested in what you have to offer. Some effective ways to attract are:
- Content (Content Marketing): Create valuable content that solves problems or meets the needs of your audience. This can include blog articles, guides, infographics, videos, podcasts, etc. For example, if you own a software company, you can write a "How to Optimize Your Website" guide or a whitepaper on the latest trends in SEO and customer generation. When prospects search for this information, they will find your content and, by extension, get to know your company.
- Search Engine Optimization (SEO): The SEO and customer generation they go hand in hand. Optimize your site and your content for keywords related to your products/services. This way, you show up high in the results when the audience is searching for solutions. For example, if your focus keyword is "inbound customer generation"you want when someone searches for this term, to find you. The use of appropriate keywords (such as inbound marketing, generation of customers, B2B lead generation etc.) on the page helps you do this. In addition, according to Neil Patel, the right SEO strategy puts you in front of an audience that already interested for what you offer, instead of interrupting indifferent users with ads. Emphasize both on-page SEO (keywords, meta tags, quality content) and off-page (links from other sites, social signals).
- Social Media: Social networks are valuable for inbound marketing campaigns. Through platforms such as Facebook, LinkedIn, Instagram, YouTube, etc., you can share your content, interact with your audience and build community. Social media offers both organic and paid ways to reach leads. For example, you can post a useful article (a guide to inbound customer generation) on your LinkedIn page or make a short video on TikTok that gives marketing tips with a call-to-action at the end. In addition, you can take advantage of targeted ads (e.g. Facebook Ads, LinkedIn Ads) to bring in new audiences. Social media has the advantage that you can target specific demographic groups (age, location, interests) so that you attract only relevant audiences. As Jason Hunt, co-founder of Merged Media, says, the real power of social ads is the ability to segment audiences very specifically and test different messages to find what performs best.
- PPC (Pay-Per-Click) advertising: Paid search engine ads (Google Ads) are also a recruitment tool. Although PPC is considered an outbound tactic, it can be integrated into an inbound logic when used to bring relevant visitors to useful content or offers. For example, you can run a Google Search campaign for the keyword "accounting software for small businesses" and the ad will lead to a free guide (landing page) for financial management, from which you will collect leads. So, the advertisements and customer generation work together: advertising brings the visit, inbound content converts the visitor into a lead. Caution: ads must be meet what they promise - message consistency between the ad and the landing page is critical to avoid disappointing the user (more on this in the CTA strategies below).
Example (Attract): Let's say you own a small digital marketing consultancy. You publish an extensive blog post entitled "10 ways inbound marketing increases sales in small businesses". This article solves questions and gives practical advice - i.e. content for customer creation, as it educates the reader and pushes them towards the solution you provide. Share the article on LinkedIn and Facebook. A business owner finds it through Google (as you had optimized SEO for phrases like "inbound marketing small business") or sees it on his social feed and reads it. This visitor has just discovered your company and is showing initial interest - is the first step on the way to becoming a lead.
Once you have attracted the interested party to your website or a piece of content, the next step is to collect the contact details of. In the old days, you might just ask them to give you their business card or email address. In the digital environment, this is mainly done through forms in landing pages or registrations. This is where the lead generation forms and the offers (lead magnets):
- Value proposition (Lead Magnet): Rarely will a visitor give you their email without an incentive. You need to offer them something valuable in in return. This "bait" is known as a lead magnet and can take various forms: a free e-book or guide, a training webinar or online seminar, access to a tool or software trial, a discount coupon for the first purchase, a template or sample, and so on.Design your offer so that completes the content that the visitor has just consumed. For example, if your article was about inbound marketing, offer a detailed e-book "Step-by-step inbound customer generation guide" as a lead magnet. This ensures that the visitor will find the offer relevant and attractive.
- Landing Page & Form: Once the user clicks on the CTA for the offer, they have to land on a special page - the landing page. This page has a single objective: to convince the visitor to fill in the form and receive the offer. Call-to-action strategies: The button or message leading to the landing page (CTA) should be clear ("Download the free guide") and prepare the user to be asked for information. On the landing page, make sure that:
- The title and the text clearly describe what will be gained the user (e.g. "Download the Free E-book: 20 Tactics for Customer Generation through Inbound Marketing").
- The form is Brief and requests only the necessary fields. Usually name and email are enough to get started. In B2B lead generation cases you may ask for a company/role, but the more you ask for the more submissions drop. Η website optimization at this stage means optimising the form - smaller forms often perform better.
- The submit button (CTA) is visible and prompts an action ("Download E-book" instead of just "Submit").
- There are no unnecessary distractions (links that take you off-page, etc.). We want the user to either fill out the form or nothing.
- Offer Delivery: Once the form is filled in, the user should receive the offer immediately (e.g. start the download or receive an email with the material). This satisfies him immediately and builds confidence that you keep your promises. You've now earned a lead - he got the valuable content and you got his email for further communication.
Tip: Salesforce suggests that you design your form and offer taking into account the "pain points" (pain points) of your audience. That is, give them something that solves one of their problems. If you know what your customers are struggling with, a corresponding offer will more easily entice them to sign up.
Example (Capture): The visitor in the previous example is reading your article about inbound marketing. At the end of the article there is a call to action (CTA): "Do you want more? Download the FREE 30-page Inbound Lead Generation Guide!". He is interested and clicks. He is taken to a landing page where he sees a short text about what the guide includes and a form that asks for his name and email. The title reads: "E-book: the Ultimate Guide to Inbound Customer Generation". The visitor, who already found the blog post useful, is convinced that it is worth downloading the full guide. He fills in his name and email and clicks "Download". On the screen he sees a confirmation message "Thank you! We sent the e-book to your email.". Now is lead to your base. It has become generation of customers - you added a potential customer to your contact list.
Relationship Warming & Nurturing (Maintaining interest)
The work doesn't stop once you have the prospect's email. In fact, now a crucial stage begins: the nurturing, i.e. the systematic communication and value delivery to the lead, so that you can gradually lead them closer to the purchase decision. Many leads aren't ready to buy right away - they may still be in the research stage or need more information. This is where the inbound customer generation strategy with heating actions, such as:
- Email Marketing & Drip Campaigns: Once you have the email, you can send a sequence of useful emails. For example, after sending the e-book, you send an email a few days later with additional tips ("5 tips to implement inbound marketing tactics now"). Then a case study of a client of yours who achieved results with inbound. These emails keep the lead active and committed with your brand. According to experts in the field, such as Noel Griffith of SupplyGem, a well-designed newsletter can be top source of new leads and ultimately customers, because it builds trust in the long term. Important: Don't bombard with a sales pitch. Offer information freely and only occasionally insert offers or prompts.
- Content Personalization: If you have the ability (through a CRM or marketing automation platform like Marketo), customize the content according to the lead's interests. For example, if he downloaded a guide on inbound marketing, he might also be interested in SEO or social media - send him relevant articles. The use of a CRM and customer creation together gives many advantages: in one platform you can see what actions the lead has done (e.g. opens emails; visits the site; downloads other materials;) and you can adjust your approach accordingly.
- Repeat Marketing (Retargeting): In addition to email, you can retarget (retarget) leads with ads. For example, a user downloaded your e-book but has not responded to any emails. You can show them a Facebook or Google Display ad promoting one of your webinars or a demo offer. Retargeting acts as a reminder and boosts interest, as long as it's done subtly and with targeted content (to be about something that will benefit him at the stage he is at).
- Community & Social Engagement: Another way of nurturing is to engage leads in communities or channels where you interact. For example, invite them to follow your LinkedIn page to receive regular short updates or to join a customer community (forum, group). The creation of a community around your product/sector works positively: they see other users discussing and interested, which builds trust. As HubSpot states, an active community or forum with engaged users can make the difference between a lead choosing to move forward with a purchase and one that gets lost. Good experiences and peer-to-peer help within the community add social proof (social proof) for your product.
- Continuous Provision of Value: The key to nurturing is the Then. Do not leave the lead "forgotten". Have a communication plan for weeks or even months, with a variety of content: educational articles, demonstration videos, Q&A webinars, success stories, even personalised suggestions. For example, "Hi John, I noticed that you are interested in inbound marketing. Would you be interested in attending a free webinar where we show step-by-step how to bring in 100 leads per month?"
Example (Nurture): Our lead (the small business owner) now has the e-book. Next week he receives an email: "We hope you enjoy our guide! In the meantime, check out an infographic summarizing the steps of inbound lead generation". Later, he receives an invitation to a webinar: "Learn how a company like yours increased its 30% sales with inbound marketing - live webinar, register to attend". Meanwhile, as he browses Facebook, he sees an advertisement of your company offering a free website audit (a new offer for leads further down the funnel). All these actions keep him hot. He feels that your company is educating him, helping him and understanding his problems (e.g. how to find new customers). Slowly, trust is built.
Qualitative Assessment & Lead Scoring (Qualifying Leads)
Not all leads are the same. Some will become customers soon, others take longer, and some may not fit the customer profile you can serve at all. This is where the phase of quality assessment of leads, also known as lead qualification.
The aim is to distinguish the promising leads from the non-serious ones or mismatched, so give priority to the former. There are several methods for this:
- Lead Scoring: This is a technique where you give degrees to each lead based on their actions and characteristics. For example:
- +10 points if you opened a specific email.
- +20 points if you attended the webinar.
- +30 points if you filled out a second form on the website (e.g. requested a demo).
- +5 points if his company has more than 50 employees (if you are doing B2B and this is a good sign).
- -10 points if he has not interacted at all in the last month.
- You define a point system that reflects how much "hot." is the lead. Salesforce advises that you should set such point systems for specific high-value actions - e.g. attending a webinar or downloading a whitepaper - so that your sales team can focus on those with the highest degree of interest. If, for example, you see that a lead has accumulated 80 points (has opened several emails, visited your site's pricing pages, and so on), they are likely ready for sales and worth a phone call or a personal approach from a salesperson. Conversely, a lead with 5 points (only opened the first email and nothing else) might need to be left in nurturing until it builds engagement.
- Categorization MQL vs SQL: Leads are often distinguished into Marketing Qualified Leads (MQL) and Sales Qualified Leads (SQL):
- MQL is a lead that the marketing department judges as warm enough based on interaction, but has not yet been evaluated directly by a salesperson. Typically MQLs are those who have a high lead score or have expressed interest (e.g. they filled out a "I want a quote").
- SQL is a lead that has been confirmed by the sales team that it is serious Opportunity: e.g. an initial call or assessment has been made and they appear to have budget, need and purchase intent soon.
- The marketing and sales alignment is critical here. As HubSpot points out, the two departments need to agree on definitions from the outset: what is considered MQL, when a lead passes to the SQL stage, and how the handoff from one stage to the other is handled. Using a central CRM helps close the gap: marketing enters leads and records all actions, and sales sees the history and takes over when the time comes, all within the same system.
- Collecting information for profiles: In addition to behavioural actions (behavioural), you also pay attention to demographic or firmographic Information: For B2C, you may be interested in the age, gender, location of the lead (if you have a local business). For B2B, the size of the company, the industry, the role of the person are important. For example, if you sell software to businesses, a lead who has the title "IT Manager" in a 100+ person company is much more valuable than a "Student" who happened to download the e-book. Therefore, this information alone can exclude or qualify leads. You may have had a "Company/Role" field on your form - if not, you may need to research the lead on LinkedIn or do intelligent data enrichment via tools (some CRMs can retrieve company data based on email domain).
Example (Qualify): Let's say that out of 100 leads who downloaded your e-book, 20 of them have been very active in the next month: they opened all the emails, they entered and read other articles on your site, and 5 of them requested a "Free Assessment" of their needs via a form. Based on your scoring system, these 20 have scores above 50, while the other 80 have scores below 20. These 20 are Marketing Qualified Leads Your. You pass them on to the sales team as a priority. The sales team contacts them (either with a personal email or an introductory phone call). From them, it determines that 10 of them fit your customer profile perfectly (they have budget, need, are decision makers in their companies). These 10 become Sales Qualified Leads - i.e. real sales opportunities. The sellers will continue the conversation with them (demo, offer, etc.). The remaining 10 were either less qualified or asked to talk again in 3 months (no immediate interest). These can go back to marketing for further nurturing.
Converting Leads to Customers (Converting Leads to Customers)
The final stage is the closing of the sale - the moment the lead decides to buy your product or service and officially becomes a customer. Here we have now moved the lead from the marketing funnel to the sales funnel. To make this conversion successfully:
- Targeted Offers & Presentations: Tailor your final offer to your specific needs pain points that the lead has expressed. Because you've done good nurturing, you probably know enough by now: e.g., through an evaluation form, the lead told you that his biggest pain is that he doesn't have time to find clients. In your final sales call or email, highlight how your solution solves that exact problem (e.g., "our service will bring you 10 ready-to-talk clients per month, saving you 20 hours of time per week"). Show understanding on what you have learned about the client.
- Objections Management: It is likely that the lead, even now, has some concerns or questions (price, contract duration, product features, etc.). Make sure you have material to answer these: success stories, success cases (case studies) from your other customers, satisfaction guarantees, free trial or special discount to give the opportunity. These can tip the scales in your favor. Social proof advertising: The customer testimonials (testimonials) and reviews are valuable here - they provide confirmation that others trusted you and were satisfied.
- End-stage CTA: Even now, a clear CTA is needed: e.g. "Start your 14-day Free Trial" or "Book an Appointment for a Demonstration". This CTA should lead to a dedicated landing page or purchase completion process. Warning: Don't just send a warm lead to your homepage! It is generally bad practice to lead CTAs to homepages, because there the user can get lost in irrelevant information. Always direct the lead to a page or step that is specific to the offer you are discussing. If the CTA says "Request a Quote", make sure the click goes to a page where they can directly request a quote, not the home page where they have to look up where the form is.
- Message Alignment: An important point that affects conversions is the consistency. From the beginning of the journey, what you have communicated to the lead (brand, style, value) should be reflected in the final buying experience. For example, if the entire inbound journey talked about "free advice and friendly guidance" but when the salesperson talks to the customer it becomes overly pushy and aggressive in sales, there is a mismatch. Keep the same tone and promises. As HubSpot notes, the campaigns with the highest conversion are those that offer a smooth transition from the ad message and content to the product delivered - maintaining consistent quality and focusing on the promise they made in the first place. If you've ordered "free ebook with 10 tips", give 10 good tips. If you sell "easy to use platform", make sure both the demo and onboarding are easy. Consistency builds trust right up to the last minute.
Example (Convert): Our prospective client has attended your webinar and is impressed. He requested a free consultation. In the meeting (either via Zoom or in person) you ask him questions about his business, listen to his needs and show him how your service will help him achieve his goals. You bring up an example of a similar client of yours who succeeded (+ show a short case study or testimonial). He asks about the cost - you give him a special offer for an annual 10% discounted package as an incentive. He sees value, he's already convinced by previous interactions that you're knowledgeable and trustworthy, so he says the "Yes.". Sign the contract or register online for the service. Congratulations, you converted a lead into a customer! 🎉
At this point, the role of inbound customer generation is completed and it's time to take care of the new customer (customer onboarding, service, and continuing the inbound cycle with the "delight" stage - excited customer who will become your ambassador).
Inbound Marketing Cycle & Lead Generation Funnel
The above process can also be illustrated as funnel (funnel). We often talk about the stages TOFU, MOFU, BOFU (Top of Funnel, Middle of Funnel, Bottom of Funnel) in the inbound strategy:
- Top of the Funnel (TOFU) - Update Level: This is where the Attract actions belong. The public as soon as they realise they have a need or problem and look for general information. TOFU content must educate and create awareness. Examples: articles like "what is/how to...", videos explaining a concept, infographics with statistics. In our example, the initial blog post about the ways inbound marketing increases sales is TOFU content - it's aimed at someone starting to learn about inbound. We're not promoting a product yet, just capturing interest. (Note: At the TOFU stage, the audience may not even know your business. Your goal is to get in front of them and provide value).
- Middle of the Funnel (MOFU) - Level of Thought/Exploration: Here the leads have understood their problem and consider solutions. They have passed the stage of comparing options, looking for more specialized information and begin to evaluate possible solutions or suppliers. MOFU content goes deeper: detailed guides, case studies, webinars, product comparisons, etc. The free e-book you offered is MOFU content - someone who downloads it shows more interest in learning in detail how inbound lead generation is done (so they are in the solution exploration stage). At this stage, you are building reliability: you show that you understand the subject in depth and that you probably have the solution the lead needs.
- Bottom of the Funnel (BOFU) - Decision Level: At the bottom of the funnel, the lead is almost ready to make a decision. He has narrowed his choices down to 1-2 providers/solutions (we hope you are one of them) and wants final reasons to choose. The content/activities here are very targeted to your product/service: free demo or trial, consulting session, discount coupon, price comparison, customer testimonials, results studies. Anything to give the final push. In our example, the webinar with success stories and the free consultation were BOFU offers. At this point, the personal contact with the seller plays a big role - because the salesperson can tailor the proposal exactly to the customer's problem and manage any objections.
The journey of an inbound lead through TOFU → MOFU → BOFU must be well thought out. Make sure you have offers and CTAs for all stages. If you only have top content (TOFU) but nothing further down, you might attract a lot of visitors but you don't convert them (you don't give them a next step). If you only have BOFU (e.g. "Ask for demo" without educating people first), you might not capture enough people because not everyone is ready to see a demo right away.
In conclusion, you need to design a integrated inbound funnel: Attract a wide audience at the top, convert the most interested people into leads in the middle, and help the best of them become customers at the bottom, with corresponding tactics at each step.
(Note: Many times, the illustration of this journey is not a simple funnel but a "Flywheel" cycle that continues after the sale, with happy customers bringing in new ones. For the purpose of our guide, we focus on the track to customer acquisition.)
Lead Generation Strategies for Success (With Tips & Best Practices)
Having looked at the theory and the stages, let's summarise some advice and best practices to optimise your inbound customer generation campaigns. These "tips" will help you improve every part of the process - from what content to make to what tools to use and how to measure success.
Analyse data & rely on evidence
Your inbound strategy should be data-driven. Instead of speculating, use the data you already have:
- See which articles or pages on your site have the highest traffic and engagement. These are good places to add CTAs or enrich them with forms. If, for example, a blog page has thousands of views a month and is thematically related to your product, make sure there's a relevant and engaging call to action on it.
- Analyze user behavior: Use analytics tools to see the path of visitors. Where are they leaving? If many people get to the registration form but don't submit it, maybe your form asks for too much information or the offer is not attractive enough.
- Do A/B tests: test different versions of CTAs, landing pages, email themes. For example, test two versions of the headline on a landing page (one focusing on the offer, one focusing on the problem) and see which one brings a higher conversion rate. Salesforce emphasizes the value of A/B testing - that it helps optimize elements like headlines, visuals or buttons based on real data, not hunches.
- Track key indicators: % visitor to lead conversion, % lead to customer conversion, cost per lead, etc. Set benchmarks and try to continuously improve them.
In a nutshell, "follow your data". As AJ Beltis (HubSpot) says, look at which pieces of content are already performing well and think about how you can leverage them for lead gen - e.g. adding the right CTA where it makes sense. If you see that a particular topic is attracting an audience, offer a relevant downloadable. Don't work blindly: analytics is your friend in the improvement effort.
Use the right Lead Generation tools
To organise and automate many of the above, you will need the right tools lead generation and platforms. The most successful marketing teams have a moulded system to store and manage their leads. Indicative tools and solutions:
- CRM (Customer Relationship Management): A CRM system (e.g. Salesforce, HubSpot CRM) is essential. This is where all leads will be collected, along with their details and interaction history. CRM helps to don't lose any lead and see at any time what stage it's at. It also facilitates marketing-sales cooperation as both departments have access to the same data. A good CRM with marketing automation can score leads, send notifications to salespeople when a lead becomes "hot" and manage email campaigns.
- Forms & Landing Page Builders: Use tools to easily create forms and landing pages. E.g. if you have WordPress, there are plugins like Contact Form 7 or Gravity Forms. Marketing platforms like HubSpot offer a built-in landing page builder and mould collection that automatically store the leads in the database. The important thing is that your forms are integrated into the CRM - automate it so that submissions go directly to the leads list, so that no manual import is needed.
- CTA & Pop-up Tools: Call-to-action (CTA) creation tools. HubSpot has CTA templates for beautiful buttons and banners. It also has a function lead flows (pop-ups, slide-in windows) that you can configure to appear at the right time (e.g. when the user goes to exit the page a pop-up "Don't leave empty-handed - download our guide!" pops up). Other tools. Use them sparingly and strategically - a well-designed slide-in can dramatically increase sign-ups without overly annoying the user.
- Visitor Tracking & Heatmaps: To continuously improve your website, tools like the Hotjar give heatmaps and recordings to see where users scroll and click. E.g. a heatmap can show you that almost no one is scrolling down the middle of a page. If that's where you put the CTA, then most people don't even see it. So you might consider moving it higher up. Hotjar can reveal such UX improvement opportunities that influence lead generation.
- Live Chat & Chatbots: Direct communication on your website via live chat can be capture leads who would otherwise leave. Many users have questions - if they can ask them on the spot and get an answer, they stay longer and may give clues. A live chat widget or even chatbot (with automated responses) can ask for email if you're not online or direct the user to a relevant resource. E.g. "Hello! Need help? If you want, leave an email and we'll send you a guide." - and voila, another lead. These tools (e.g. HubSpot Live Chat, Intercom, Zendesk Chat) are great for first contact and often collect data from visitors who would not fill in a form but would send a short message.
- Automation & Drip Campaign Tools: For nurturing, use email marketing tools (Mailchimp, Sendinblue, or the HubSpot/Marketo marketing hub) that allow automated campaigns. Set up workflows: when a lead downloads the e-book, automatically get on a list and receive the sequence of 5 scheduled emails over the next 4 weeks. Automation ensures that each lead takes proper attention without doing it all manually.
Overall, the right tools will allow you to scale (scale) your efforts. You'll spend less time on manual tasks (e.g. exporting/importing lists, sending individual emails) and more time on strategy and improvement.
Create offers for each stage of the buying cycle
As mentioned, you need to have something to give to someone regardless of where it is located on his journey. Some visitors are just starting out and want training, others are ready to see a demo. If you don't cover all stages, you'll lose leads.
- For beginners (top of funnel): provide educational material - articles, e-books, checklists, quizzes, etc. E.g. "Guide: what is inbound marketing". Here your CTA can be "Learn more, download the guide".
- For middle stage (middle funnel): more in-depth stuff - case studies, webinars, comparisons. E.g.. "Webinar: how to implement inbound lead generation in 5 steps" ή "Case Study: how Company X increased its 150% leads". CTA: "See the example / Watch the webinar".
- For mature decision-makers (bottom funnel): offers that lead directly to a sale - free trial, free consultation, demo, coupon. E.g.. "Request a FREE 30' session with our specialist" ή "Try our platform for free for 14 days". CTA: "Start Free Trial" or "Book a Session".
Be sure to place these offers strategically. E.g. at the end of each popular blog post, put a CTA for the corresponding e-book (TOFU→MOFU). Within your e-book, include a link/CTA for a free demo (MOFU→BOFU). Your entire site should function as ditch (trap) for leads: wherever someone moves, there should be a suitable path to become a lead.
If you don't provide such opportunities, visitors will leave without coming back. As HubSpot points out, if you don't offer anything to those who aren't ready to buy immediately, many will simply they will not return ever. And then you have lost potential customers.
Therefore: Design at least one content offer for each important stage of the buyer's journey and promote it appropriately.
(Bonus: With a marketing automation platform, you can use "smart CTAs", which change dynamically depending on the visitor. E.g. if someone is already a lead and has returned, instead of showing them CTA to download the same e-book, show them CTA to request a demo. This personalization can dramatically increase conversion as it only shows the lead the next logical step. It has been found that personalized CTAs have 202% better performance from the general!)
Keep consistent messages & keep promises
The user experience must be smooth and consistent from first contact to sale. This means:
- Content-Offer Alignment: If an advertisement, publication or email promises something, the landing page and the actual offer must deliver exactly that. For example, if you run a campaign titled "Learn SEO in 7 days - Free course", when someone clicks, they should actually find information about the free 7-day SEO course, not something irrelevant or a generic page. This consistency reinforces the confidence that you do not mock and that the user will get what they expected. (It also increases the quality rating on Google/Facebook ads, reducing their cost - win-win!).
- Visual & Vocal Coherence: Use the same branding, style and tone across all touch points. If your brand is friendly and approachable, your copy, videos, and even the way your sales team speaks should reflect that style. A uniform experience makes the lead feel familiar - they know what to expect. Think of the inbound funnel as continuous dialogue with the prospective client: the dialogue should sound as if it is coming from the same "voice" at every step.
- Deliver on your promise: Above all, deliver what you have fed. If you said "free advice", give free advice, don't turn the first call into a raw deal. If you advertised "50% discount for new subscribers", price it without fine print. This credibility is critical to moving leads further down the funnel. If somewhere they feel cheated or disappointed, they will likely leave.
Consistent experience is a key element for high conversion rates. Companies that pay attention to these details see much better results. Remember: A lead that trusts you is a lead that will more easily buy from you.
Link CTAs to dedicated landing pages (Don't send them to chance)
As we mentioned, a common mistake is to have CTA buttons or ads that simply lead to the home page or to irrelevant pages on the site. This confuses the visitor and drastically reduces the chances of taking the desired action.
Best practice: For each main offer, make a separate landing page. This page should focus on one action - e.g. filling in an e-book form, registering for the webinar, requesting a demo. This way the user is not distracted.
Also:
- On the landing page remove the main navigation (menu). When one gets there, the only way out is to either fill out the form or close the page. (It may sound "harsh", but this has been shown to increase conversions - because it reduces "leakage", i.e. someone leaving to other pages).
- Put social proof if it matches (e.g. "500+ companies have already downloaded this guide").
- Keep the form short and above the fold, so the user doesn't even have to stumble to see it.
Similarly, in your advertisements, make sure the landing page is the same as the CTA. For example, if you run a Facebook ad with an image and text for your webinar, don't drive it to the homepage in the hope that the user will find the webinar section on their own. Drive it to the webinar signup form directly. This will keep conversion high and you'll make amortization on your advertising spend.
Involve your sales team - Marketing & Sales Collaboration
Generating leads is not just the job of marketing. To have substantial result (customers and revenue), it needs close cooperation with the sales department:
- Definitions & Criteria Together: Sit down with salespeople and agree on what constitutes a "good lead". Ask for their feedback: "What characteristics of a lead make you more likely to close the deal?" This will influence how you score leads or the information you ask for on forms. For example, the sales team might say "we need to talk to the manager or owner, not just an employee." So, marketing will target (through content or ads) more to decision makers and perhaps add a "position in the company" field to the form to filter.
- Lead Handover Process: Define the process of handing over a lead from marketing to sales. E.g. when a lead reaches a score of 60, automatically the CRM assigns it to a salesperson and sends them a notification. `Or when a lead fills out a "Contact me" form, marketing directly informs the sales manager to call. Speed is critical - the faster you follow up on a warm lead, the more likely you are to close it before it cools off or goes to a competitor.
- Joint monitoring of KPIs: Establish marketing-sales meetings where you look at metrics such as number of leads, quality of leads, percentage of MQLs made SQL, time to close, etc. This holds everyone accountable and gives opportunity for improvement. E.g. if sales says "yes we got 100 leads but most were poor quality", marketing needs to investigate why (did a campaign bring in irrelevant audiences?) and adjust. If marketing says "we sent you 50 excellent leads and didn't close any", sales needs to consider what went wrong on their end.
- Use of CRM for transparency: As already mentioned, a common CRM is the bridge tool. Salespeople need to update the CRM with progress (e.g. what status the lead has - "Contacted", "Qualified", "Proposal Sent", and so on). This way marketing can see if their efforts are bearing fruit or if leads are getting stuck somewhere. This transparency helps to close the loop (closed-loop reporting). For example, marketing may find out that leads from channel A close to customers 3 times more than leads from channel B, so they invest more in channel A.
Ultimately, think of marketing and sales as two groups of same single "Revenue Team". The better they work together, the more effective the generation of customers and their conversion into revenue. A classic saying in the industry: "Marketing generates leads, Sales generates customers". One cannot succeed without the other. In fact, using a common CRM as HubSpot suggests helps to have a single platform of action so marketers can enter leads and sales can convert them - without time and gaps.
Social media, although usually considered for branding or early stage, can play a role in all stages of customer generation:
- Direct Promotion of Offers: Regularly post links to your social channels to the landing pages of your offers. Say clearly in the post what someone will win. E.g. "🎥 New Webinar: how to turn visitors into customers in 30 days! Click for free registration.". Your followers will see it, some will subscribe. Don't be afraid to say the link goes to a landing page - in fact, better to update ("Link to registration page") so they know what they will encounter.
- Social Lead Generation Features: Many networks have special functions. For example, Facebook has lead ads where the user can fill in the form in advertising without leaving Facebook. Same with LinkedIn (Lead Gen Forms) and X/Twitter (Lead Gen Cards). These forms autocomplete (autofill with profile data) greatly reduce friction. If you're advertising on these networks, consider using them - they can increase lead volume. Be sure to link them to your CRM (many platforms, such as HubSpot, allow linking so that every submission from a Facebook/LinkedIn Lead Ad goes directly into your list).
- Competitions & Viral campaigns: A smart tactic is to create contests on social media where participation requires email or registration. E.g. "Tag a friend and enter the draw for 3 months of free service". These contests generate leads (collect the details of those who participate) and create buzz. Be careful to attract the right audience (actually interested in your product, not just "contest hunters"). A targeted contest can bring in many new potential customers while learning more about your audience.
- Social Listening & Engagement: Follow what's being said about your industry on social. Participate in discussions in groups or forums (e.g. answer questions on Quora or Facebook Groups with useful information). In your signature or profile include your CTA/offer. This organic approach positions you as trusted advisor and brings inbound inquiries from people who have seen your answers.
- Influencers & Partnerships: The cooperation with micro-influencers (people with 5,000-50,000 followers in a niche audience) can bring you quality leads. For example, if you sell B2B software, find a popular YouTuber or LinkedIn influencer in the business space and do a joint webinar or ask them to promote your e-book with an affiliate link. Micro-influencers, according to research, often bring better results than very large influencers because they have a closer audience and their promotion seems more authentic.
Remember that social media should be part of the broader strategy - they are not the goal, they are the means to bring people to your ecosystem (site/email list). But with the right use they can be low-cost source of leads and also enhance your brand.
Leverage partnerships & co-marketing (Co-marketing)
Another advanced strategy to increase inbound leads is to collaborate with other businesses or content creators that are aimed at a similar audience to you (but are not competitors). Through such partnerships you can exchange common and gain exposure to new prospective customers.
What form can co-marketing take?
- Co-organising Events/Webinars: Find a company that offers a complementary product. E.g. if you do digital marketing consulting, partner with an analytics software company. Jointly host a webinar "how to improve ROI in marketing" where you both contribute. You will both promote the webinar to your audience and share the leads that will be registered. This doubles the reach of the invitation. (Make sure there is a clear understanding of how the information will be shared so that participants give consent if both companies contact them.)
- Content co-creation (Ebooks, Surveys): Write a co-branded e-book or report with a partner. For example, your company together with a large IT service provider is putting together a "State of Inbound Marketing 2025" survey with statistics. Put both logos on it and share it. Again, it will be promoted twice and you'll collect leads from both.
- Exchange Promotion in Lists/Channels: You can do something simpler: have a partner guest post on their blog or send a dedicated email about your offer to their list, and you do the same for them. E.g. Marketo can partner with Salesforce to promote a whitepaper - one will send to their own contacts, earning the other some leads and vice versa. Attention: Choose partners with an audience complementary and not competitive. The joint offer must give value to the customers of both.
HubSpot states that such co-marketing activities have the potential to generate significantly more leads than if a company were operating alone. Think about it: a resource made from two reliable sources is doubly attractive to the public (due to double reliability) and catches two distribution networks.
Example: a software company and a well-known YouTube influencer put together a free online course (video series). They both promote it. The leads that sign up go to both of them. The company gains access to the influencer's audience (which might not otherwise be enough) and the influencer strengthens his position as an expert by providing a professional-level resource. Everybody wins: both partners and participants who got a better content.
Stay flexible & iterate continuously (Continuous Iteration)
The digital marketing landscape is constantly changing - and so are the habits/expectations of potential customers. A tactic that works today may in a year's time need to be adjusted. For this:
- Monitor trends: Stay up to date on new platforms, new content preferences (e.g. short-form video is a trend that gets results). You may find that your audience now responds more to short videos instead of long articles - adjust your content strategy accordingly.
- You try new things: Don't be afraid to experiment. Try a new channel (e.g. if you've never done a TikTok video, it might be worth seeing if your audience is there). Incorporate new technologies - for example, some companies are starting to use AI chatbots on the site to interact with leads. Or adopt gamification tools (e.g. "what level is your marketing at?" quizzes? which at the end asks for an email to send results).
- Review the results regularly: Every quarter or semester, do a review: How many leads entered? Where did they come from? How many closed? Where are there bottlenecks? Collect feedback from the customers themselves - ask "how did you find us; what did you like/dislike about the process?" These insights may reveal a need for change. For example, if several new customers you sold say "I read reviews on G2crowd and then decided", you might invest more in review sites or social proof.
- If something doesn't work, change it: It sounds obvious, but often out of habit we continue a campaign that performs modestly. Be tough with the data - see what you need to stop, improve or enhance. For example, if you see that in 2024 email marketing started to drop in open rates, try other times/days or change your approach (segment smaller audiences, more personalized emails). If webinars don't bring in attendance anymore, maybe the audience is tired of too many online events - try a shorter format or a workshop instead of just a presentation.
As it is aptly said, the lead generation strategy should be dynamic like your audience. People change behaviours, new tools appear, competitors try something innovative - stay Flexible.
Continue to measure and improve. Inbound marketing is not a "set and forget" action. It's continuous optimization, which makes the journey of achieving your goals more exciting. Every small improvement in conversion rate or cost per lead, over time, has a huge impact on business results.
B2B Lead Generation - Special Considerations for Business to Business
If your company is active in B2B (Business-to-Business), inbound customer generation has some peculiarities compared to B2C:
- More stakeholders & larger sales cycle: B2B sales often involve many decision makers (e.g. a department manager, a purchasing executive, maybe even the CEO). Also, from initial interest to closing can take months. This means that the nurturing should be more thorough and long-term. You will need to provide content that addresses different roles (e.g. a CIO is interested in technical details, a CFO in cost/ROI). Also. patience is key - the lead can be great but not converted until after 6 months of interaction. Plan your campaigns for the long term and keep in touch (without being pushy).
- Education & Thought Leadership: B2B customers value suppliers who are Authority in their field. The creation quality content has even more weight. Whitepapers, technical webinars, case studies with measurable results, and even publications in recognized sources (e.g. an article in an industry journal) help establish you as a thought leader. This attracts high-level leads, because they see that "they know what they are doing". According to a Salesforce approach, an integrated B2B content strategy that includes whitepapers, ebooks, case studies builds credibility and positions your company as a serious player in the industry.
- Multi-Channel Approach & Account-Based Marketing (ABM): In B2B, it is often worth investing in a more targeted outreach for large accounts. Inbound can be combined with Account-Based Marketing, where you select e.g. 50 target companies and tailor your actions specifically for them (personalised emails, targeted ads, mailings, etc.). For example, if a large company enters your site (there are tools that identify by IP which company was visited), you can add it to an ABM list and further inbound efforts specifically for her. E.g. by sending an expert whitepaper with a case study in their industry or asking for a LinkedIn connection with a company executive and offering to help. ABM doesn't negate inbound - it just makes it more surgical for high-value opportunities.
- Close Marketing-Sales Relationship: In B2B, perhaps even more than in B2C, marketing and sales must run like a well-tuned machine. Many B2B companies have SDRs (Sales Development Representatives) or Business Development teams who take the MQLs and further nurture them with a personal approach before handing them off to account executives. Make sure marketing gives SDRs all the context (e.g. "the lead downloaded these 3 pieces of content, seems interested in solution X") to open a meaningful conversation. Also, marketing can provide the sales "battlecards" - e.g. a document with how your product compares to the competition, so that when the customer asks the salesperson has ready answers.
- Greater emphasis on ROI & metrics: B2B buyers justify their decisions with numbers. So, both in your content and in conversations, emphasize value calculation. Possibly offer a ROI calculator on your website (e.g. "see how many leads you could earn with our solution"). Present specific results: "Company X increased qualified leads by 40% and reduced cost per lead by 25% in 6 months of using our platform." This kind of data speaks to B2B decisions.
In short, in B2B lead generation we invest more in deeper content, long-term nurturing and multi-channel alignment. The goal is to guide an entire company (with many people) towards the decision that our solution is the best. This requires a combination of inbound marketing strategy, but also "sales intelligence" - knowledge of the market and specific accounts.
(Tip: Read more about B2B techniques in a related guide to see specific practices per channel.)
Optimize your website for conversions (Conversion Rate Optimization)
Your site is the hub where most inbound actions end up. Small improvements there can significantly increase visitors who become leads:
- Speed & Mobile-Friendly: A slow site kills conversions. Make sure your pages load quickly (<3 seconds ideally) and that they look/function perfectly on mobile devices. Many users will view your content on mobile - if the form doesn't work well on mobile, you'll lose the lead.
- Apparent & Multiple CTAs: Place call-to-action elements in prominent locations. E.g. a sticky header button "Request a Quote", sidebar banners for your e-books, inline text-CTA within articles ("Learn more in our full guide"). Don't hesitate to ask visitors to take an action - if the content is useful, many will respond. Of course, keep a balance: don't make every blog paragraph a CTA. But at least at the top and bottom of every important page have something.
- Pop-ups/Slide-ins with timing: As we discussed in the tools, a well-designed pop-up can remind the reader to sign up. Set up your pop-ups cleverly: e.g. an exit intent pop-up (when she goes to close the page) that offers a discount if she leaves an email, or a scroll-triggered slide-in (when she gets to the middle of the article) that says "I see you're interested in this topic - would you like a check-list for it?" They increase the chances of capturing leads without too much negative experience.
- Simplicity and focus on the Offer Pages: Apart from landing pages, even other pages (e.g. the "Services" or "Price List" page) can be an entry point for leads. Put CTA forms directly on such pages. For example, on your services page there should be a short form "Ask us to call you". That way anyone who is persuaded by the description doesn't have to go elsewhere - they directly leave details.
- Testing & Iteration (CRO): Make continuous optimization based on analytics. If a landing page has a 15% conversion, target 20% with A/B testing (e.g. different hero image or different text on the button). If the 50% of those who put product in cart (in the case of e-commerce leads) don't complete the purchase, try making the checkout process more friendly or add live chat to the checkout to ask if they need help. Η website optimization is an ongoing project.
Think of the site as a well set up shop: clean, understandable, with staff (bots/chat) ready to help and with products/services arranged so that the "customer" can easily go through the checkout.
With such improvements, you'll see not only more leads, but a better user experience in general - which benefits your reputation and SEO as well (since happy users stay longer).
Coming to the end of this guide, let's summarise a few significant statistics and trends (to convince the skeptics 😉):
- According to HubSpot research, only the 35% of marketers in the US state that they have a clear understanding of their target audience. This suggests that many companies are still struggling with the foundations - if you're in this category, start there (personalize buyer personas, etc.). Also, ~41% describe their marketing strategy as effective, so there's always room for improvement.
- About 71% of brands are trying to reach millennials (28-43 years old) in their lead gen strategies, but 35% says this group is the hardest to reach with content marketing. This means that consumers are becoming more demanding - especially younger generations want Authentication and fast value. So adapt the style and channels accordingly (e.g. short videos for millennials perhaps).
- The greater challenges for marketers in 2024 were: traffic generation, lead generation and sales conversion. In other words, exactly what we're talking about here! You're not alone if you're struggling with customer generation - it's a collective industry "pain", but with a systematic approach it's solved.
- As far as the channels are concerned: ~69% of marketers use Facebook in their strategy, 60% Instagram, 58% YouTube. And even Facebook is considered the social with the highest ROI in leads (about 54% of marketers say it) while Instagram follows (~43%). This explains why so much focus on these platforms for lead gen - depending on your audience, choose where they spend time.
- The SEO/website remains king: around 23% of marketers said that website/SEO brought them the most ROI in 2024 (the highest percentage among channels). Content marketing and email also ranked very high. This confirms that inbound tactics have meaningful results when executed correctly.
- Voltage: the short content (short-form video e.g. TikTok/Reels) is gaining more and more ground for engagement and leads. And also. content repurposing (content repurposing) is now common practice - ~46% of marketers say they reuse the same content across multiple channels. For you, this means: build a body of good content (e.g. a great guide, a survey) and then break it down into blog posts, infographics, videos, social posts - so you multiply your presence without equal effort.
In closing, keep this: Η inbound customer creation It takes vision, patience and concerted effort, but the results are worth it. You are creating a sustainable system that attracts, converts and retains customers almost on autopilot when it matures. Follow the principles in this guide, experiment, learn from the data, and above all, focus on giving real value to your prospects.If you do this, the numbers will follow - more leads, better leads, and eventually, more growth for your business.
Source of inspiration: Lead Generation: A Beginner's Guide to Generating Business Leads the Inbound Way