How to Use Close for Marketing — 5 Practical Use Cases

Use Close to create and optimize lead generation campaigns. From content offers to landing pages, build a predictable pipeline of qualified leads for your sales team.

1. Define your lead generation offer: ebook, webinar, tool, or assessment
2. Build the campaign infrastructure in Close: landing page, form, thank-you page, and follow-up
3. Set up conversion tracking and lead source attribution
4. Launch the campaign across channels: paid, organic, email, and social
5. Optimize based on conversion rates and lead quality metrics weekly

Leverage Close to run account-based marketing campaigns targeting your highest-value prospects. Coordinate personalized outreach across ads, email, and direct channels.

1. Build your target account list: 50-200 accounts based on ICP scoring and revenue potential
2. Set up account-level tracking and engagement scoring in Close
3. Create account-specific content and personalized landing pages
4. Launch multi-channel campaigns: targeted ads, personalized emails, and direct mail
5. Track account engagement signals and coordinate with sales on outreach timing

Use Close to build, test, and optimize landing pages that convert. From headline testing to form optimization, systematically improve conversion rates across all your campaigns.

1. Audit your current landing pages: conversion rates, bounce rates, and form completion rates
2. Build new landing page variants in Close with clear hypotheses for improvement
3. Test one element at a time: headline, hero image, CTA, form fields, or social proof
4. Run tests to statistical significance before declaring winners
5. Roll out winning variants and document learnings for future pages

Create end-to-end webinar funnels using Close. From registration to follow-up, automate the entire process to maximize registrations, attendance, and post-webinar conversions.

1. Plan the webinar: topic, speaker, date, and target audience
2. Build the funnel in Close: registration page, confirmation email, reminder sequence, and post-event follow-up
3. Promote through email, social, paid ads, and partner channels
4. During the webinar, drive engagement with polls, Q&A, and offers
5. Follow up within 24 hours with recording, slides, and a relevant next step (demo, trial, content)

Use Close to measure marketing's pipeline contribution and optimize program mix for maximum revenue impact. Connect marketing activities directly to pipeline and closed-won revenue.

1. Set up marketing attribution that connects campaigns to pipeline and revenue
2. Build a pipeline contribution dashboard in Close showing campaign-level ROI
3. Track leading indicators: MQLs, SQLs, pipeline created, and pipeline velocity
4. Analyze which programs generate the highest-quality pipeline (win rate, deal size)
5. Reallocate budget from low-performing programs to proven pipeline drivers