The B2B Playbook for Personalizing Chat
Blog post from Clearbit
A B2B client faced a site conversion issue despite having implemented a chat feature, with only 0.1% of visitors engaging. By collaborating with the company to launch personalized chatbots using Drift, the conversion rate increased sixfold, resulting in an additional $600,000 in sales. The text introduces a guide on building chatbots with Drift and Clearbit Reveal to personalize user experiences and improve conversions. It emphasizes the importance of having a Drift Premium plan and utilizing Clearbit Reveal for identifying site visitors' profiles. The guide outlines steps for setting up Drift, creating basic playbooks for quick wins, building a catch-all qualifying bot, and crafting high-converting 1:1 targeting bots. It also includes a framework for researching and prioritizing chat plays using firmographic data, URL targeting, geo-targeting, and behavior analysis to enhance personalization and conversion rates. The guide concludes with a template for writing chat plays, encouraging feedback and further connection on LinkedIn.