From the Field

Blog, YouTube Channel and Resources with the B2B Marketing Advice You Need

Susan Farrell Susan Farrell

Turning Your Target Audience Into Defined Personas

Imagine trying to market financial planning software without really understanding who you’re talking to. It’s like throwing darts blindfolded—you might hit the target, but it’s mostly luck. That’s why defining your audience as specific personas is a game-changer.

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Susan Farrell Susan Farrell

Streamlined Lead Prioritization: Ditch the Overwhelm, Keep the Results

Not every business has the same level of resources when it comes to lead prioritization. For small teams, a simple activity-based approach works best. As organizations grow, structured scoring models and automation enhance efficiency.

This guide walks through three levels of lead prioritization—whether you’re just getting started or optimizing a data-driven strategy.

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