Mailchimp
"Mailchimp works fine."
"Totally fair, it sounds like it's doing what you need today. Just out of curiosity, what made you stick with Mailchimp over looking at other options?"
"I'm walking into a meeting."
"No worries, when are you free later today or tomorrow? This should only take a couple minutes."
"We don't have budget."
"Completely understand. Is budget the only thing standing in the way, or are there other concerns too?"
"We're using Omnisend."
"Got it. What do you like most about Omnisend?"
"We already have an agency."
"That's great. A lot of agencies actually manage Klaviyo for their clients. What platform does your agency have you using today?"
"Mailchimp is cheaper."
That makes sense. Out of curiosity, are you evaluating based purely on subscription cost, or are you also looking at the revenue each platform can generate?"
"Email me."
"Happy to. So I send something relevant, what are you using today for email and SMS?"
"It's too expensive."
"Compared to what you're paying today, or compared to the value you think you'd get?"
"We're using HubSpot."
"That makes sense. Are you using HubSpot primarily for CRM, marketing automation, or both?"
"Pricing depends on list size and what you're trying to accomplish. Can I ask a couple quick questions so I send the right information?"
"We've used Mailchimp forever."
"I hear you. If it's familiar, there's no reason to change without a good reason. What's changed about your business and priorities since you first chose it?"
"Call me next quarter."
"Happy to. Out of curiosity, what's changing next quarter that would make it a better conversation?"
"I need approval."
"Makes sense. Besides getting approval, is there anything else you'd want answered before bringing this internally?"
"We're happy with Attentive."
"Attentive does SMS really well. Are you using another platform alongside it for email, or is everything managed there?"
"We don't send enough emails."
"Interesting. Is that because of bandwidth, strategy, or you're intentionally keeping volume low?"
"Mailchimp does everything we need."
"That's great to hear. Just so I understand, what are the biggest goals for your retention or lifecycle program this year?"
"Not interested."
"Totally fair. Usually when someone says that, it's because they're happy with what they have or the timing isn't right. Which is it for you?"
"We have no budget to allocate for marketing."
"I've definitely heard that lately. Are you still evaluating ideas for when budgets reopen, or is everything on hold?"
"We already tried Klaviyo."
"Thanks for sharing that. What led you to move away?" (Follow with what has changed only after understanding their experience.)
"We don't use SMS."
"Totally fair, not every brand does. Is that a strategic choice, or has it just never been a priority?"
"Switching sounds like a pain."
"I completely get that. Most teams I speak with assume the migration will be the hardest part. Have you gone through a platform migration before?"
"We're all set."
"Glad to hear things are going well. Just so I don't make assumptions, what are you using today?"
"Maybe next fiscal year."
"Happy to reconnect then. Would it be helpful to spend 20 minutes now so you know what's possible before planning next year's budget?"
"We're happy with Shoptify Email."
"Klaviyo is actually Shopify's preferred partner. Out of curiosity, how are you handling segmentation and personalization today?"
"We're actually building something in-house."
"That's really interesting. What are you building internally, and what made you decide to go that route instead of using a platform?"