Lead2Pipeline Campaign Overview.pdf
81.5 kB
Campaign V1 Launch - Paused on 7/16/25
Call Script - Boon_BOFU - 1 Touch + 2 Qualifying Questions + Call to Confirm (1).pdf
325.5 kB
Here’s the and link for the Case Study Logistics asset
Here are the and links for the Adoption Guide
Campaign V2 Launched 7/24/25 - LIVE
Confirmed the refund of 51 lead credits to the campaign based on disputed leads submitted.
Campaign Brief: Lead2Pipeline Lead-to-Pipeline Pilot
Structured per the “Boon Webinar Campaign Brief” template and based on the Lead2Pipeline Campaign Overview .
1. Overview
Boon engaged Lead2Pipeline to run a 6-month, bottom-of-funnel pilot designed to generate 223 qualified leads (125 paid + 98 bonus) for the SDR team. The program combines a single-touch outreach, two qualifying questions, and a vendor “call to confirm” to ensure only sales-ready contacts enter Boon’s HubSpot CRM.
2. Goal
Primary: Deliver 223 fully vetted, new or net-new HR/talent-acquisition leads by November 30, 2025, at an effective cost ≤ $45 CPL. Secondary: Improve SDR conversion rates by providing highly targeted, interested prospects—accelerating pipeline velocity and optimizing SDR productivity. 4. Target Audience
Industries: Healthcare, Staffing, Education, Tech, Logistics, Insurance Company Size: 200–10,000+ employees Titles: Director/VP of Talent Acquisition, Head of Recruiting, People/HR Leaders, Chief of Staff Firmographics: Active or established employee referral programs; using ATS like Greenhouse, Lever, Jobvite, Bullhorn 5. Campaign Execution
Referral Hiring Adoption Guide Outreach & Qualification: 1-Touch Email introducing the chosen asset Two Screening Questions (have a program? seeking a solution?) Phone Call to Confirm contact details & interest Leads submitted via HubSpot form API → tagged “Lead2Pipeline” → auto-enrolled in Boon’s MQL workflows Weekly batch uploads (32 leads on Jun 25; 25 leads on Jul 3; etc.) 6. Messaging Direction
Core Message: “You’ve downloaded [Asset]; here’s how Boon helped a peer double referral hires and save millions—let’s explore what that could look like for you.” Tone: Consultative, data-driven, peer-to-peer (not salesy) Email 1: Thank-you + key stat (e.g. “40% referral lift, 2× hires”) + calendar link Email 2: Polite check-in + quick win tips + asset recap Email 3: Social proof + final bump + demo invite 7. Next Steps
Ongoing KPI Monitoring: Weekly dashboards of leads vs. goal, net-new rate, CPL, SDR conversion & engagement. Mid-Pilot Adjustment: At ~110 leads (Aug) decide to continue or cancel per performance. Suppression Optimization: Expand exclusion lists to reduce duplicates (> 50% overlap so far). SDR Feedback Loop: Weekly sync to refine targeting questions and messaging based on real-time insights. Post-Pilot Report: Finalize ROI analysis, lessons learned, and recommendations for scaling or replication. All campaign materials, assets, and performance dashboards are saved in Google Drive and HubSpot for full transparency and future playbook development.
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