21 Creative Lead Generation Ideas to Try (& Why Marketers Recommend Them)

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Coming up with effective lead generation ideas is tough — and I’m the world’s worst at putting off this aspect of my marketing strategy.

Sending cold emails and scraping together lists for lead generation can be difficult because — let‘s face it — often, people don’t want to take the time out of their schedules to talk.

Download Now: Lead Generation Best Practices Guide

What if you could reach your lead generation goals using methods that actually add value for your prospects? And what happens when traditional lead generation methods fall flat due to internal or external circumstances?

This lead generation utopia I'm describing is a possibility. To walk you through how to achieve this for your business, I’ve asked the experts and detailed several creative methods you can add to your lead generation strategy.

These ideas provide valuable information that helps prospects rather than simply pushing them to make a purchase.

Let's unpack these 21 creative lead generation ideas to spark activity on your content offers, email lists, websites, and conversion rates.

And for more on lead generation, you can explore all of HubSpot's free lead generation content and resources in one place.

Social Media Lead Generation

1. Partner with influencers.

One of the quickest ways to gain traction and drum up new leads is to partner with influencers within your niche.

Influencers have a special way of connecting with their audiences, and when they showcase your brand, you expand your reach to a larger audience.

Pro tip: Nicole Rossi, Marketing Coordinator at Custom Neon, told me partnering with influencers is an effective lead generation idea, but the key is to create landing pages relevant to your campaign.

Rossi said, “Partnering with influencers has also been an incredibly successful lead-generation tool for us. Influencers that share our brand values are partnered with us, and together we develop giveaway campaigns or offer special discount codes to their audience. With this approach, we can reach unexplored markets and produce leads through forms or landing sites made specifically for the campaign.”

Networking Lead Generation Ideas

2. Do a LinkedIn audit.

If LinkedIn is your jam, you could be sitting on an untapped market — your connections.

Melissa Lohrer, Founder at Waverly Ave Consulting, said, “Sometimes, your next best opportunity is already in front of you. Audit your existing LinkedIn connections — there are likely untapped opportunities sitting directly in your network. Growth isn’t always about bringing in new people but nurturing who’s already in your corner and leveraging those relationships to create momentum. This is your fastest path to conversion.”

3. Schedule coffee chats.

When it comes down to it, gaining a qualified lead starts with connecting on a human level. No-strings-attached networking is a great way to connect with members of your audience, build meaningful relationships, and begin a slow (but warm!) conversion.

Erin Pennings, a copywriter and marketing strategist, told me coffee chats are her favorite way to connect with your target audience.

Pennings said, “In my experience, the number one lead gen strategy is building relationships with other people. It‘s not networking in the traditional sense of the word, but simply about making connections. It’s not usually a fast-burn strategy because human connections take time, but it's a great way to create an effective referral network.

“I love reaching out to people to schedule no-pitch coffee chats where the primary goal is getting to know people — and I always ask them who I can connect them with or who would be a good referral for them, and they generally reciprocate. Often I can make connections right away to support them, and then when I need to get contracts or work at the door, I know I can reach out to see if they know anyone I know.”

4. Use customer reviews in your pop-ups.

Want to build trust and brag about your clout? Consider showing off your customer reviews. Visitors lurking on your website want to know what real customers think of your product or service before they, too, take the plunge.

That’s why Johannes Karjula, CEO at Trustmary.com, uses a customer review pop-up to drive conversions.

Karjula said, “The best strategy to generate leads is to use an exit-intent popup that features customer reviews and an offer or discount code. These work especially well if someone is very close to converting: either buying or booking a meeting. If they're about to leave, throwing social proof to their faces is great in proving that they actually need the product or service in question.”

Content Marketing Lead Generation

5. Create valuable content (blog posts, podcasts).

Your audience wants content, whether that’s a blog post, a podcast, or a video. That's why I think content marketing remains one of the most effective and recognizable ideas for lead generation strategies.

Roland Jakob, managing partner of BlazeKin Media, says, “The most effective lead generation idea I‘ve encountered is the strategic use of personalized content marketing. In my experience, creating tailored content that speaks directly to your target audience’s pain points and interests is incredibly powerful. I‘ve found that when we develop in-depth blog posts, engaging videos, or insightful podcasts that genuinely address our audience’s needs, we not only attract potential leads but also establish ourselves as trusted authorities in our field — which is what you ultimately want.”

6. Share success secrets from thought leaders.

Want to provide unique value in your content? Reach out to a thought leader in your industry or even your company.

By interviewing an expert to uncover their secrets, you prove to potential customers that you're dedicated to delivering the best advice and insight out there.

Below you‘ll see Groove’s take on this approach through an interview with the CEO of The Foundation, Andy Drish.

The folks at Groove frequently interview successful founders and ask very specific questions from which everyone can learn something. Then, Groove shares those interviews with audience members on its blog.

screenshot of Groove’s blog as a lead generation idea

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Not only is the interview with Drish chock-full of quotes, lessons, and actionable takeaways for entrepreneurs, but it also features an “Ask Me Anything” (AMA) with the interview subject in the comments section.

This touch helps further Groove's reputation as a resource for expert information among its audience.

7. Compile real-life examples with actionable takeaways.

Finding effective examples to learn from can be equally as valuable and difficult. A list of best practices, current trends, or real-life examples in your industry is an excellent way to drive prospects to a guide or offer where they can opt-in.

The Content Marketing Institute knows this and makes a point to share current content marketing trends every year in a blog post.

This blog post acts as a resource to inspire site visitors to be successful with their marketing strategies, and, ultimately, search their website for guides and opt-in offers to up their content game.

screenshot of the Content Marketing Institute’s blog

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8. Show what’s working for your company.

I can’t be the only marketer who’s nosey, right?

It’s why I find sharing a transparent post that pulls back the curtain on something with which you've seen success (or failure) interesting. And I know your potential leads find it interesting, too.

Other companies going through a similar stage of growth — or approaching your size — can gain a lot of inspiration from transparency posts and ultimately avoid making the same mistakes.

In an effort to provide an insightful resource, consider sharing how you’ve built your platform or a lesson you’ve learned along the way. You can share your insights in a blog post or a downloadable guide.

Just don’t forget to include a final call-to-action to encourage readers to join your email list.

9. Create a handy checklist.

Who doesn‘t have a running to-do list that sometimes gets a little bit too long? If you’re planning an upcoming webinar, you can be sure there's a lot that goes into it.

HubSpot created a handy webinar checklist that marketers can download and use to make sure they don't miss any critical steps in their webinar production.

screenshot of The Ultimate Webinar Checklist landing page

Pro tip: HubSpot uses the gated offer to prove its brand's expertise on the subject and encourage checklist downloads.

10. Offer insightful, downloadable case studies.

One of the best ways to gain new leads and spark interest in your products or services is to show how your brand is an asset to your clients. Case studies help get your message across while doubling as a lead magnet.

Krissy Selda, a digital marketing specialist at Array Marketing Agency, is a huge fan of case studies. Selda told me, “From experience, publishing case studies has been the most powerful lead generation tactic because they demonstrate how your business consistently meets customer expectations.

“By showcasing the value of your products or services, case studies allow potential clients to envision themselves benefiting from your success. When customers see tangible results from businesses or individuals similar to themselves, they are more inclined to engage with your product or service. This makes them one of the most effective content marketing tools for driving leads.”

11. Create an interactive quiz or tool.

Consider offering a quiz to your website visitors as a creative way to learn more about them and obtain their contact information.

The goal is to “bargain” the result of the quiz in return for a new lead, which can be very effective when done right.

Cassandra Gucwa, founder of Menerva Digital, says tools and quizzes are “a great way to offer something that is valuable to your potential target audience and gather their email or information. Some examples of free tools would include a cost calculator, savings calculator, or a tool that checks how secure your email address is.”

Another similar method is offering an interactive tool, such as the HubSpot Website Grader. The Website Grader is a free online tool that visitors can use to grade their websites against key metrics and discover ways to improve them.

To use the tool, visitors must submit their email — which provides HubSpot with new leads interested in improving their web presence.

screenshot of HubSpot’s Website Grader

Video Marketing Lead Generation

12. Personalize video content.

91% of businesses use video as a marketing tool. And for good reason: it’s a great way to connect with qualified leads and convert them to paying clients.

Whether you use short- or long-form video, the key to video marketing lead generation is to personalize your content.

For Mike Vannelli, Creative Director of Envy Creative, personalizing video starts with understanding the unique perspectives of your audience.

Vannelli told me, “One of my favorite lead generation tactics is leveraging personalized video content. We create tailored video messages based on specific pain points or challenges a prospect is facing. It‘s not just about sending a generic promo — it’s about showing that we understand their unique needs.

“These personalized videos are then embedded in emails or used as landing page content. Adding a clickable call-to-action at the end, like scheduling a demo or downloading a valuable resource, boosts engagement like nothing else. The human touch combined with targeted messaging has consistently driven better conversion rates for us.”

Email Marketing Lead Generation

13. Create a valuable course or guide.

A well-developed course or guide is like gaining access to a real class — for free. For busy marketers, this type of offer can prove to be incredibly valuable.

Pro tip: This approach tends to work well for in-depth topics. You can create an email course, host a course on your platform, or create a downloadable guide for visitors to read. HubSpot offers tons of free courses and downloadable guides like Introduction to Lead Generation.

screenshot of HubSpot’s Introduction to Lead Generation offer

These courses and guides help people with different content consumption styles get the same valuable information that's on the blog, and it helps HubSpot generate new leads to engage with over email.

14. Provide gated offers with best practices.

When you explore a marketing tactic in a blog post or e-book, I find it helpful to know what others are doing to have success with the same method.

Compiling those best practices into a list is incredibly useful to a marketer looking to get started in a particular arena.

For example, HubSpot offers a comprehensive list of SEO best practices from a variety of experts, which aims to help its target audience achieve a greater return on investment from content marketing.

screenshot of HubSpot’s SEO starter pack landing page

The ebook provides value for readers trying to crack a complicated marketing strategy — and in exchange for their contact information, they get insider tips from a variety of expert sources.

Event-Based Lead Generation

15. Offer webinars and live demonstrations.

If you’re looking for another lead generation idea, consider hosting seminars or live events. Webinars and live events are perfect opportunities to mingle with your audience while also providing them with useful information and new skills (and upselling your products and services!).

Cache Merrill, founder of Zibtek, told me, “Webinars are an excellent tool for presenting one’s expertise and building trust. We try to cover the ‘correct’ topics relevant to what we do. Finally, we expect to have a very good number of conversions at the end where audiences are eager to have a closer interaction request for a consultation or a demo.”

Referral and Partnership Lead Generation

16. Create a referral ecosystem.

Lead generation doesn’t have to be a solo endeavor. I’ve mentioned working with influencers as an example of how to make conversions a team sport.

However, influencers aren’t the only people you can recruit for your lead generation efforts. Instead, ask your network for referrals.

Lohrer calls this “creating a referral ecosystem.”

Lohrer explained it to me like this: “Choose your top three clients and tell them you're looking for more like them. Ask for introductions to their peers or advice on where to find similar high-value clients. Better yet, ask them to introduce you to someone you want to meet to make it easy for them.

On top of that, partnering with complimentary service providers — those who work with the same client base in different ways — or those who influence your clients (think advisors or coaches) can help create a steady, mutual referral stream.”

17. Solicit brand partnerships.

Like influencer partnerships, connecting with other brands is a great way to tap into other markets and connect with a larger audience. You’ll want to ensure the brands you connect with are relevant to your niche. The more relevant the niche, the more likely their audience aligns with your own.

Roland Jakob, managing partner of BlazeKin Media, agrees that brand partnerships are an effective form of lead generation.

Jakob told me, “At BlazeKin Media, I’ve connected creators with major brands like Coca-Cola, Sephora, and others, driving high-quality leads by expanding reach and boosting credibility. The key is ensuring these collaborations provide real value to the brands, creators, and audience, leading to engaged prospects who are more likely to convert into loyal customers.”

Freemium and Trial-Based Lead Generation

18. Offer a free trial or a freemium product.

Is there anyone else out there who hates a free trial or product? I am pretty sure there isn’t. Everyone loves free. It’s the reason offering a free trial or a freemium product works so well as a lead generation tactic.

Yevhenii Tymoshenko, chief marketing officer at Skylum, understands that free trials lead to qualified leads, which is why a free trial paired with personalized marketing are their go-to lead generation ideas.

Tymoshenko told me, “Once a user is signed up for a free trial, we make use of personalized marketing to ultimately convert them.”

Free trials of a brand‘s services help get a prospect’s foot halfway through the door. If the free trial helps them and provides great value, they're more likely to purchase the full product and become a customer.

Another similar strategy is to offer a freemium product, similar to how HubSpot offers the free forever HubSpot CRM. By offering a portion of your product or service line for free, you give users a taste of your brand and build trust and awareness among your user base.

screenshot of HubSpot’s CRM software landing page]

Tymoshenko also incorporates freemium products into Skylum’s marketing operations.

He said, “We‘ve also been testing giving limited free access to certain new features of our products … This is a good way to generate qualified leads that would purchase your product in the end. And if, for some reason, that doesn’t happen, we can offer custom discounts to some users.”

SEO Lead Generation

19. Leverage the SEO power of customer reviews.

Review platforms generally have a strong presence in organic search, making them a great opportunity to expand your brand presence and get noticed by the right people.

When you encourage users to leave reviews on a third-party platform with strong SEO — like Yelp or Google — you increase the chances of being found by qualified prospects in search, without paying a dime.

Google recognizes the independent role of these sites in helping people find what they’re looking for and seems to favor review sites in search engine results.

Imagine your company on this list. There’s a high chance your product would be included in what McKinsey calls the “initial consideration set” leading to the “moment of purchase” during the consumer decision journey.

You also outmaneuver competitors in high-value keyword searches. This is crucial considering that many B2B searches start with a generic keyword phrase.

20. Optimize your website.

Here’s a hot tip for lead generation: Don’t overlook your website. Ensuring your website is optimized and ready for the search engines is a quick way to turn it into a lead generating machine.

Colton De Vos, marketing and communications specialist at Resolute Technology Solutions, told me that if your website generates lots of traffic, but only converts a few leads, then you should consider making changes to your site to encourage conversions.

De Vos said, “Invest the time to tweak your website content and design to persuade visitors to make the leap and contact your business. Make it easy for prospects to reach out. Include many easy options for them to engage, and facilitate their research of your company. Feature trust factors such as reviews, case studies, and the value your company has brought others.”

Pro tip: Consider connecting your marketing software to your website to make it easier for leads to get in contact with you.

Paid Lead Generation

21. Paid advertising.

My last lead generation idea to share is paid advertising. Think of paid ads as billboards in the online space. A great billboard catches attention and encourages the potential customer to take action of some kind.

Online paid advertising does the same thing. Plus, with the right landing page and forms, you can easily convert visitors to leads.

Sophie Musumeci, CEO and Founder of Real Entrepreneur Women, uses paid advertising as part of her lead generation efforts. But she told me there has to be a well-thought-out strategy for it to work well and convert leads.

Musumeci said, “I’m a fan of strategic paid advertising. It amplifies your reach, but it’s critical that the ads are targeted, clear, and focused on the results your audience is craving.”

You can launch paid ads on nearly every social media platform, including setting up ads on Facebook and Pinterest. You can also set up ads on Google and other search engines.

Pro tip: Wherever you decide to spend your marketing dollars, take the time to understand your audience and learn the places they hang out online. This can help you determine the best places for your ads.

Effective Lead Generation Ideas for You

I’ve found creating an effective lead generation strategy to be an art and a science. For me, the best strategy combines several lead generation ideas, like cultivating connections with my network and offering high-value content.

You might find, however, that paid advertising or partnering with brands and influencers works better for your niche.

Whichever lead generation strategy you experiment with next, make sure the content is useful to your audience so they'll return to your website again and again.

Editor's note: This post was originally published in February 2017 and has been updated for comprehensiveness.

The Ultimate Guide to Advertising in 2025

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We’re surrounded by ads all day, every day, but how often does one end up living rent-free in your head?

And more importantly, how can you make an ad so good that it takes up prime real estate in your target audience’s head?

Download Now: Free Ad Campaign Planning Kit

While most of us have a pretty good idea of what advertising looks like, we often struggle to nail down exactly what it means — and how to do it well.

From the printing press to pop-up ads, advertising has certainly changed with the times. Despite this, the need for advertising hasn’t changed, and neither have the techniques and best practices that make for quality advertising.

That’s what I’ll cover in this guide.

Advertising is one of the oldest types of marketing and aims to influence the actions of its audience to buy, sell, or do something else.

Good advertising is designed to be highly influential, memorable, and, at times, risqué.

But how does advertising work?

How does advertising work?

Advertising has a simple principle — get people interested in a product being sold.

After arousing interest, the goal is to persuade people to purchase the product, even if they hadn’t previously considered buying it. Ads work by using psychology to influence the way people think and feel about a product or service.

Depending on the goals of your ad campaign, advertising can work for your company in a variety of ways:

  • To raise awareness of your brand
  • To drive potential customers to your business
  • To promote sales for both new and existing products
  • To introduce a new product or service to the market
  • To differentiate your product from your competitors

Advertising can also be executed in various ways. Radio commercials, billboards, branded T-shirts, and social media endorsements all count as advertising, as we'll discuss later in this guide.

What are advertisers?

Advertisers are the people at a company who are responsible for advertising a product or service. They promote messages about a brand’s products and services to build public preference for the brand.

“Advertiser” can also refer to the entity that's paying for advertising on a billboard, in a magazine, or through a website or mobile application.

Advertisers are important because the whole business of advertising is dependent on them. It’s the advertiser that incurs the cost of advertisements, so if they decide it’s not worth running ads, then the advertisement industry will be in big trouble.

All advertisers are marketers, but not all marketers are advertisers. Let's dig deeper into the differences between advertising and marketing.

Advertising is a subset of marketing, which is the umbrella term for communicating with your audience.

Marketing includes a number of different channels, such as:

Alternatively, advertising is just one component of marketing.

A company’s overarching marketing strategy will typically include an advertising plan. The advertising portion zooms in on the specific process of creating and publishing persuasive messages to get customers to take action.

Download our free advertising plan kit, which includes templates and a guide.

A Brief History of Advertising

Advertising is one of the oldest segments of business, save for currency and trade. Once products and services arose, so did the need to make them known.

A piece of papyrus from 3000 B.C.E. is widely considered the oldest confirmed piece of advertising — though calling it “advertising” obscures the horror and gravity of the circumstances. Technically, it was a print “ad” in ancient Egypt that offered a reward for the capture and return of an enslaved person named Shem.

Let’s fast-forward about 4,000 years. Here’s a brief look at the past five centuries of advertising:

1472: The first poster advertisement is placed on church doors in London.

1650: The first newspaper ad — a reward for 12 stolen horses — is published. (What’s with these reward-based advertisements?)

1704: The Boston News-Letter prompts its readers to place ads in its paper.

1870: The Powers style of ad copy is born. This style packed a punch — it was short, to the point, truthful, and convincing. Powers said the focus should be on why the consumer should buy your product or service — a message that still resonates for good reason today.

1880: Postcards become one of the hottest new ways to reach customers.

1902: Unilever begins the “longest client-agency relationship in advertising history” when it hires J. Walter Thompson Company to advertise its Lifebuoy Soap.

Black-and-white illustrated ad for Lifebuoy Soap.

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1902: Mellins Food advertises on 25 airship flights, becoming the first brand to take this approach.

Photo of a blimp with “Mellins Food” on the side.

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1904: The Campbell’s Kids are created, piloting the change in advertisement focus from a single ad to an entire campaign.

An early Campbell’s Kids ad featuring an illustrated child with a baseball bat.

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An early ad for Campbell’s Soups, featuring a black-and-white illustration of a girl holding a soup can.

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1922: Radio ads are born, and businesses purchase 10 mins for $100. Two years later brands would increase their investment by sponsoring an entire radio show, a concept that eventually became known as “sponsored content.”

1925: Advertisers appeal to emotions, focusing on what pleasure customers would receive from their product or service. This old Ford ad exemplifies this perfectly.

1975: VCRs are introduced, and consumers begin to record shows — and fast-forward through advertisements.

1990: Computers become more popular and accessible at home, with over 5 million homes connected to the internet.

1994: The first email spam campaign launches. Banner ads are also introduced.

1995: Search engines like Yahoo! and Alta Vista are born. Ask Jeeves and Google would follow in 1997 and 1998, respectively.

2000: Brands begin to recognize the importance of having an online presence. Procter and Gamble pilot the concept of the content hub with BeingGirl.com.

2005: Facebook expands from Harvard to 21 universities around the world; YouTube posts its first video.

2012: Online videos reach almost 170 million viewers.

2013: Sites like Pinterest and Instagram join the social network scene.

2020: Advertising soars on digital platforms, including social media, podcasts, pay-per-click (PPC), and more. Customer data plays a larger role in advertising targeting and retargeting. Lastly, a rapid increase in mobile devices boosts mobile ads and SMS marketing.

History teaches us that advertising is an ever-changing concept, just like shopping habits and how and where consumers spend their time.

Whereas almost 140 years ago, postcards were the newest form of advertising, brands today are building chatbots for Facebook Messenger and websites and integrating artificial intelligence into their marketing and sales platforms.

Things in the advertising world move fast. Now, let's take a look at how advertising methods have changed and what marketers and advertisers are using today.

Traditional vs. Nontraditional Advertising

Traditional advertising evolved before the ubiquity of the internet: think billboards, handouts, and print ads.

Even though traditional advertising relies on people not being buried in their phones 24/7, it’s not going anywhere.

Billboard ads still punctuate thousands of miles of highway, direct mail in the U.S. is a nearly $40 billion market, and posters are still wheat-pasted on the sides of buildings announcing movie or album launches.

“Nontraditional” is a bit misleading, especially if you’re a digital native for whom this all seems perfectly commonplace: think paid search advertising, social media advertising, and native advertising (affectionately known in some circles as SponCon, or sponsored content).

The line between traditional and nontraditional advertising isn’t quite as cut-and-dried as Before Internet and After Internet, though.

Posters and handouts might include QR codes that you scan with your phone, native advertising might appear in a print newspaper or magazine, and you’ve probably watched TV ads while streaming your favorite show over the internet.

Traditional advertising includes:

  • Print ads (magazines, billboards, flyers, etc.)
  • Broadcast (TV and radio)
  • Salespeople (face-to-face advertising may well be the OG traditional ad tactic)

Nontraditional advertising casts a wide net — it’s basically everything that doesn’t fall under the umbrella of traditional advertising.

In addition to digital marketing and all its subsets, here’s a few favorite campaigns that leverage nontraditional tactics:

  • Anti-marketing. Conventional wisdom? Never heard of her. Volkswagen hadn’t, either, when it ran its “Think Small” campaign for the 1959 VW Beetle. Focusing on the car’s small size was, in the company’s own words, “a risky move because at that time most car companies were emphasizing power and luxury oversized and practicality.” Liquid Death is another brand that has successfully employed this technique.
  • Experiential marketing. 2023 summer blockbuster Barbie ran a marketing campaign that moviegoers could experience from the comfort of their own computing device. The website BarbieSelfie.ai lets users step inside the Barbie set by uploading a selfie; using AI, the site places you next to Margot Robbie (Barbie) and Ryan Gosling (Ken) at memorable moments in the film.
  • Influencer marketing. We all know the drill: Person becomes internet-famous, brands reach out to person, person starts recommending that brand’s products. When done right, it’s a great way for brands to connect with an authentic, trusted voice and boost their visibility. In 2020, when TikToker Charli D’Amelio became one of the platform’s earliest megastars, Dunkin’ Donuts jumped on the opportunity, naming D’Amelio’s go-to drink after her as part of their partnership.

AI and Advertising

Like everything else it touches, artificial intelligence is changing the game for advertisers.

And although marketing and advertising have the highest rate of AI adoption at 37%, that means a majority of marketers and advertisers aren’t using AI.

In a HubSpot survey of more than a thousand marketing and advertising professionals, 57% of respondents said they felt pressure to learn AI — or risk becoming irrelevant.

Common Concerns about AI graph. 57% of marketers and advertisers feel pressure to learn AI, or risk becoming irrelevant.

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That’s Scott Brinker’s impression as well.

The HubSpot VP of platform ecosystems tells me that AI usage “is bifurcated” — some advertisers are “really actively trying to experiment and learn” how AI works, but the majority are still just talking about it.

Brinker says that wider adoption “won’t be one big hype curve — it’ll be dozens of mini hype curves.”

For instance, many marketers (and consumers) are already comfortable with customer-facing chatbots.

These agents are “autonomously and dynamically generating content,” Brinker says, and as we see lower and lower rates of exceptions and errors, the next logical step is for broader adoption of AI-generated personalized emails.

“AI agents for customer service are working,” he adds. “And when we trust them enough, they can do more than just customer service — they also do customer marketing.”

Brinker also offers a word of caution: “We throw a lot in the AI bucket.” And there’s a big difference between, for instance, generative AI that creates content and machine-learning AI that analyzes data, like Google Performance Max.

Katie King, the CEO of AI in Business and the author of AI Strategy for Sales and Marketing: Connecting Marketing, Sales and Customer Experience (a new edition is coming in 2025), tells me she’s been in the industry for 30+ years and says that “in all layers of advertising and public relations and marketing, everything used to be really manual,” recalling having to use fax machines and wait for responses (Ooof.).

King says that AI is now acting as a “copilot” or assistant for advertisers, automating repetitive tasks and freeing up time for more strategic, creative thinking. This reinforces what we found in a HubSpot survey of more than a thousand marketing and advertising professionals.

Of the people already using AI, most use it as a time-saver so they can focus on other things, like creativity and doing tasks they love.

How Marketers and Advertisers Use AI graph.

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And speaking of strategy: King says using AI should make advertisers even more strategic, because it “takes away the finger-in-the-air guesswork. AI can help us understand, ‘Yes, this is who I should be targeting. This is what will resonate.’”

Before AI, advertisers’ best source of this information often came through focus groups. And although focus groups are still important to many marketers and advertisers, AI has transformed how they work.

Now, King says that “the selection for the focus group is often done by AI bots, which can help you understand and identify who should be in them.”

When I ask King what she wishes advertisers knew about AI, she stresses that this is happening now — not in five years, not in 10 years — and it’s imperative to understand the ethics of AI and advertising.

“You need to understand privacy and bias and transparency,” she says. “And the brands that use those in advertising are going to get the trust.”

“Advertisers need to understand privacy and bias and transparency. And the brands that use those in advertising are going to get the trust.”—Katie King, CEO, AI in Business

Advertisers need to understand that “if we over-personalize, we can creep into invading somebody’s privacy. But if the consumer or the client gives consent to use their data, then the brand no longer needs to treat people as a big homogenous mass.”

Advertising can look like many different things. Here are the different advertising types and channels advertisers have been using over the years, with examples.

1. Print Advertising

Print advertising refers to posters, bulletins, flyers, and other physically printed promotions. It also refers to newspaper and magazine ads.

How we design and consume print advertising has changed over the years, but it‘s been a steadfast advertising medium — especially as digital advertising has evolved (which we’ll cover next).

Unlike digital media, print advertising can't be tracked and analyzed as clearly. Fortunately, brands have found brilliant ways to incorporate print advertising into broader digital campaigns.

Absolut Vodka

One of the most recognizable and longest-running print ad campaigns was born in 1981, just a few years after Absolut Vodka entered the U.S. market after a century in Sweden. The very first ad, “Absolut Perfection,” played with the brand’s name and added an angelic halo of light above the bottle.

Those two simple elements — the word “Absolut” and an artful photo of the bottle — left plenty of space for decades of variations on the theme. Absolut collaborated with well-known artists, elevating the brand with the likes of Andy Warhol, Keith Haring, and Annie Leibowitz.

1985 Andy Warhol Absolut ad.

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The sheer number of variations, all cleverly designed and executed, prompted people to begin collecting them. (If you are of a certain age, there’s a solid chance that either you or somebody you know lovingly plastered their college dorm room with Absolut ads.)

Takeaways:

  • Simplicity can give you a lot of space and time to flex your creativity. The iconic Absolut campaign ran for 25 years, producing more than 1,500 print ads — that’s a little more than one new ad a week for a quarter of a century.
  • Brand consistency, especially over the course of several decades, can expand your market reach.
  • Creativity — including collaborations outside your usual wheelhouse — can elevate your brand.

2. Billboards and Public Transit Ads

Billboard advertising encompasses print advertising on a much larger scale. Due to their size, the design, placement, and cost of billboard and public transit ads are different from typical print advertising.

For example, billboards are typically designed with few to no words so that viewers have time to process the message while passing by in a car or train. Also, these ads are used for brand awareness, so they often only include a brand name or phone number (versus a website).

National Geographic’s Shark Bus

Public transit ads are probably my favorite form of traditional advertising, because there’s so much opportunity to have fun and make people laugh — which in turn makes your brand more memorable.

National Geographic’s Shark Week (now SharkFest) needs no introduction, and so a 2005 ad wrapped on city buses used minimal text and maximum teeth.

A realistic image of a shark was wrapped around an entire city bus, with the shark’s mouth — and its extremely long, extremely sharp teeth — centered on the side door. Everytime the bus doors opened and passengers went in and out, it looked to passersby like people were emerging from or disappearing into a shark’s gaping maw.

Takeaways:

  • Evaluate unique opportunities within a medium. What worked as a bus wrap won’t work as a TV ad, so don’t expect a TV ad to be easily translatable to a billboard or public transit ad.
  • Make people laugh. The unexpected delight of seeing public transportation users walk in and out of a shark’s mouth isn’t something you’re going to forget by the time you walk back inside your office.

3. TV Commercials

TV commercials are short advertisements developed and paid for by companies and organizations looking to capture the audience of a TV show or network program. TV ads have been around since the invention of the television and have changed drastically with the birth of streaming TV.

TV ads have a wide reach (millions) and provide viewers with a multi-sensory ad experience — something print ads and some digital ads can't quite do. Alternatively, TV ads are expensive, avoidable by your audience, and hard to target as accurately as other channels.

John Lewis Christmas Ads

Department store John Lewis has become famous for its heartstring-tugging Christmas ads (or adverts, since it’s a British brand). The two-minute spots tell stories about the power of giving, like this 2022 ad ostensibly about a 40-something guy trying to teach himself to skateboard.

Grab some tissues:

Dr. Annemarie Hanlon, a senior lecturer in digital and social media marketing at Cranfield School of Management, wrote in an article, “​​The trend John Lewis started works because they have transformed the advert from something we want to ignore or fast-forward into something we want to watch.”

Hanlon also writes, “John Lewis has historically been seen as an expensive shop, but their festive adverts position the brand as offering little Christmas treats, encouraging people who wouldn’t normally shop there to treat someone they love at John Lewis this year.”

By backgrounding the consumerism that’s so often rampant in holiday ads and foregrounding a meaningful story, John Lewis has expanded its brand recognition.

Even people who might not normally shop there — like Americans — now look forward to the annual Christmas ad.

Plus, by exercising a kind of scarcity mindset and only releasing one such ad a year, John Lewis builds anticipation among its target audience.

Takeaways:

  • Give the customer what they want, not what you want. John Lewis presumably wants to boost its holiday sales, but instead of running ads promoting luxury gifts or special sale prices, it gives its audience a story. And like “The Beginner” ad above, there’s often a twist or reveal at the end that keeps you tuned in.

4. Radio

Radio advertising refers to spoken advertising spots aired on radio channels between music and other programs. This method dates back to 1920 when commercial radio first aired.

Radio advertising is particularly powerful for local and regional advertising. Nowadays, podcast advertising is a similar but more effective method, especially for national audiences.

Dove’s “Autotune” Campaign

Radio is a difficult medium for advertisers to conquer in this day and age. If you listen to terrestrial radio at all, you’ve probably learned to drown out shouty ads between DJ patter and Top 40 bops.

And if you don’t listen to terrestrial radio, you’re probably listening to podcasts, where you can fast-forward through toothbrush ads you’ve heard a hundred times already.

Dove’s “Autotune” ad is a notable exception in this category, as it uses the audio-only medium to its advantage.

A woman sings, “Magazine model / with immaculate skin / so perfectly curved / and impossibly thin,” as her voice gets increasingly AutoTuned. At the end of the 45-second song, an announcer declares, “Real beauty isn’t a trick of technology.”

Dove has become known for its Real Beauty campaign, which began in 2004, and more recently released an installment denouncing AI-generated images.

The radio spot works as both a standalone ad and an extension of the Real Beauty campaign, with a clever twist on how technology is often used to cover up or unrealistically enhance beauty.

Takeaways:

  • As with public transit ads, consider opportunities that are unique to radio.
  • Consistent messaging. Even though Dove goes in a different direction with AutoTune than we’re accustomed to seeing in its print or video ads, the message stays the same: Dove stands against unrealistic beauty standards and the technology used to enforce them.

5. Event Advertising

Events (both in-person and virtual) are opportunities to connect with your audience while promoting your brand and products. You can host your own event in the form of a conference, webinar, roundtable, or luncheon.

Another form of event advertising is sponsoring an event or purchasing a booth at a conference or trade show. This is less expensive than hosting your own event, but you still get to engage audience members and promote your brand.

INBOUND

The 2024 INBOUND in Boston convened 12,000 of the best minds in marketing, sales, CX, and tech. It’s an opportunity for HubSpot to show off our products (and announce new ones, like Breeze), but it also gives other companies an opportunity to engage with marketers and promote their brands.

Screencap of INBOUND website. “Elevate your brand by partnering with INBOUND24!”

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6. Direct Mail

Direct mail advertising includes postcards, pamphlets, and catalogs mailed directly to the homes of your target audience.

A direct mail advertising strategy is more personal than others on this list, but it's also very costly. (Consider the cost of postage alone.)

Another direct mail strategy is electronic mail, typically through email newsletters or promotions. This overlaps with our next section — digital advertising. That‘s what we’ll unpack next.

KitKat Chunky

It’s hard to stand out in a category that’s littered — literally — with minimalist luxury catalogs, brightly colored political ads, and dozens of foil-wrapped credit card offers.

So Nestlé blended in instead.

In 2012, the U.K.-based direct mail campaign sent mail that mimicked a Royal Mail “sorry we missed you” card. The reason? Too chunky.

Recipients could take the card to their local newsagent (convenience store) to exchange for a KitKat Chunky chocolate bar.

Takeaways:

  • Stand out in a congested advertising channel by taking something familiar and giving it an unexpected twist.
  • Reward engagement. In this case, recipients of the cleverly disguised ad could get a free candy bar and actually try out the product.

Digital Advertising: How to Advertise Online

As of today, there are over 5 billion internet users. This number is up 427% from 2005. Point being, internet usage is skyrocketing, and it’s not stopping.

If you’re not advertising online, you’re behind the curve. Not only does the internet offer you direct access to more than half the global population — including more than half of your target audience — but it also provides so many different advertising types and channels on which to advertise.

Marketers now have the flexibility to reach their target audiences on multiple fronts, in multiple ways, for multiple budgets. There are also a number of tools (many of which are free) that can help you execute your advertising strategy.

Here are the most common ways to advertise online:

Paid Search Advertising

Whether Google, Yahoo, or Bing, all search engines have their own paid advertising. This is referred to as pay-per-click, or PPC, and involves bidding on keywords and placing ads at the top or sides of search results.

When someone performs a query using one of those search engines, advertisers have the ability to display ads above organic search results. That’s what makes PPC so powerful — it gives your advertisements prime real estate in front of people already searching for relevant topics.

Here’s an example on Google:

Screencap of Google search results page for “appliance repair near me.”

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The top listings in the red box are advertisements. Organic search results — the ones that came up as a result of SEO — are below the map snippet.

Use our free AI Google Ads copy generator.

Social Media Advertising

Social media platforms know how valuable their content is, and that’s why they offer the option to sponsor or boost posts.

Social media ads put your message in front of your target audience and encourage them to engage, click-through, and buy.

More and more, social media sites are prioritizing ad space over organic content to bring in more revenue.

Whether you’re a budding or brand-new business, consider running some social media advertisements. These will not only advertise your products and services but also promote your social media pages and grow your following.

Platforms like Facebook, Instagram, LinkedIn, and X each have their own version of ads like these.

Here’s how they appear on their respective feeds:

Facebook

Screencap of a HubSpot Facebook ad.

Download our free lookbook of 50 Facebook Ad Examples We Actually Clicked.

Instagram

Screencap of a HubSpot ad on Instagram.

Download our free guide to learn how to run Instagram ads, define goals, moderate engagement, and measure success.

LinkedIn

Screencap of HubSpot ad on LinkedIn.

Download our free guide on How to Run Successful LinkedIn Ads.

X

X ad for Dyson.

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Download our free guide on How to Use Twitter for Business.

Native Ads and Sponsored Content

Sponsored content has been around since 1922, when brands would sponsor entire radio shows. Today, sponsored content refers more to native ads and blog or article content subsidized by brands. Native ads are cohesive with surrounding content and easily blend into any design.

Have you ever read a Buzzfeed article that heavily referenced or recommended a certain product or service? It was likely sponsored by a certain brand.

Check out 10 Reasons To Put Away Your Phone On Your Next Trip, promoted by agoda, a hotel or destination booking site. Does it blatantly promote agoda’s services? No. Its primary purpose is to entertain and inform, although agoda is referenced a few times throughout the content.

At the top, the byline reflects agoda’s sponsorship. And as you scroll down the page, another ad sits within the content.

Sponsored content is a great way to promote your brand in content your audience is already familiar with.

Banner and Display Ads

Banner and display ads are an extension of search ads and follow a similar PPC model. But instead of a text-based ad, consumers see a more visual advertisement.

Screencap of Yahoo.com with a banner ad for Square at the top.

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Banner ads are typically horizontal boxes on top of a web page, whereas display ads are smaller and shown on the side (like in the screenshot above).

Whether you opt for traditional print ads in magazines or subway stations or choose online promotion on social media or search engines, there are a few rules that make for great advertising.

Below are some advertising best practices to apply to all your ads.

Advertising Best Practices

There are a lot of best practices, tips, and tricks when it comes to advertising. It’s an art that’s been perfected over the years, and with the rise of modern types of advertising channels and new media, best practices continue to manifest.

These advertising best practices are:

  • Appeal to emotions
  • Create positive associations
  • Establish a bandwagon effect
  • Focus on benefits over features
  • Leverage storytelling

In this section, though, we’re going to cover these five famous advertising concepts that still work today — regardless of what type of advertising method or medium you’re using.

When used correctly, these advertising techniques will do wonders for your brand and products.

Appeal to emotions.

While you may not consider the ASPCA a business, their unforgettable Sarah McLachlan commercial is the perfect example of using emotional appeal to entice people to take action.

For most of us, the images in that commercial are hard to watch — we may even turn away. But since it tugs at our heartstrings, we’re more likely to donate to animals in need after seeing the horrors they’re going through.

Create positive associations.

When consumers associate your product with a feeling of happiness, state of achievement, or an accomplished goal, they’re more likely to take notice, remember your product or service, and make a purchase.

You may have been on the receiving end of this before without even realizing it. Have you ever seen your favorite celebrity or Instagram influencer posing with a product or brand and found that you wanted to be, do, or look the same?

Companies create this subconscious connection in advertising, hoping you associate your positive feelings with the product or service they’re promoting.

For example, Under Armour uses Dwayne “The Rock” Johnson to create a subconscious connection with customers. It apparently works, since his Rock Delta shoes were the fastest-selling Under Armour shoes of 2017.

Dwayne “The Rock” Johnson taking a break at the gym.

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Catchy songs like “Nationwide is on your side" is an example of helping people associate friendliness with the Nationwide brand.

Coca-Cola has a brand advertising campaign that associates its product with friends, family, and fun. When you consider what refreshments to serve at a party or bring on a picnic, Coca-Cola wants you to think of it.

As you create your advertisements, consider what feelings, desires, or goals you want your brand to be associated with. Weave these feelings or goals into your advertisements through stories or videos.

Look for influencers who align with your brand’s core values and demeanor and include them to promote positive association.

Establish a bandwagon effect.

People want to fit in. It’s human nature. Neither you nor I are immune to it.

And it’s this human need for belonging that makes the bandwagon effect so effective. People don’t want to be left out. They find value in their peers’ opinions and don’t want to be the only ones not using the latest and greatest product.

Brands like Maybelline understand this concept well and use it to their advertising advantage. One tube of their top-selling mascara is purchased every five seconds, a statistic that establishes social proof and further supports their claim of “America’s Favorite Mascara.”

Use customer testimonials, survey data, or shareable content to advertise your brand as one worth following or buying into.

Take another approach by promoting a discount for sharing your brand with a friend or family member — so your audience will do the selling for you. Either way, use your advertising to create an inclusive environment that people want to join.

Focus on benefits over features.

Features and benefits are two very different things.

Features are the details of the product or service you’re selling, such as the measurements of a couch or the ingredients of a protein bar.

Benefits, on the other hand, explain why a person should buy a couch or protein bar from you and how their life would benefit from such a purchase.

Advertising should focus on the benefit your product or service brings, not explain what you’re physically selling.

Consider how Southwest Airlines advertises. Instead of explaining, line by line, what a Business Select ticket offers, Southwest paints a picture of what life would be like if you made a purchase. In this advertisement, they focus on the benefits.

Bright yellow Southwest Airlines ad that reads, “Board first, skip lines, get a drink. You’re welcome.”

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Rather than wasting precious ad space on your product specifications or service details, talk about how a purchase might positively impact your customers.

If you do it right, your creative, benefit-packed advertisement will inspire them to research the features on their own.

Leverage storytelling.

Not unlike our desire to fit in is our penchant for a good story.

Storytelling helps paint a bigger picture of a brand or company, not simply promote a single product or service. Also, when stories resonate with someone, it’s far easier to motivate him or her to take action.

Storytelling is a technique you should try to infuse in all your advertising. In fact, if you haven’t started crafting your brand’s overall story, you should definitely do so.

Consumers are more likely to remember facts if they’re part of a story, and storytelling is a more persuasive way to connect with customers and sell your product.

Dove employs storytelling in its campaign partnership with Operation Homefront. The videos feature real stories of military men and their families being reunited. The advertisements don’t directly promote Dove products, but instead tell the Dove brand story (and pull on a few heartstrings, too).

Determining your brand story will help you learn how to best discuss your brand in all marketing efforts, not just advertising.

Next, let’s take a look at some of the most memorable ad campaigns, a few of which put these best practices in action.

5 Memorable Ad Campaigns

The best advertisements are the best teachers. Whether it’s the copywriting, design, medium, or target audience, well-executed campaigns can always teach you something new about advertising or positioning.

Here are five campaigns that left a noticeable mark on advertising history.

1. Nike: Just Do It

In the late 1980s, Nike launched its “Just Do It” campaign.

At the time, Reebok was outselling Nike, and Nike needed to act fast to compete against the sneaker conglomerate.

But it wasn’t just the three-word phrase that earned global attention. Their new ad campaign also focused on real people wearing and working out in their products, as opposed to simply featuring clothes and sneakers themselves.

This powerful combination of people plus product helped Nike go from $800 million in 1988 to $9.2 billion just 10 years later.

2. The Absolut Vodka Bottle

Yep, Absolut gets two spots in our guide — its advertising is just that enduring.

Absolut’s “Bottles in the Wild” ad series is the longest uninterrupted campaign in history.

An attempt to grow Absolut’s name internationally, especially throughout the United States, it featured the Absolut bottle in different cities and countries worldwide.

1981 print ad for Absolut vodka, reading “Absolut Temptation.”

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It launched in 1985 and ran until 2000 — lasting an impressive 25 years.

Absolut’s campaign helped grow the company from a tiny slice of the vodka market share (2.5%) to over half the U.S. imported market share.

To this day, the Absolut brand is the fourth largest spirit company, thanks to its focus on the overall story, not just the product itself.

3. Miller Lite

The folks at Miller Lite used differentiation to reach its goal: getting “real men” to willingly drink light beers.

With its “Great Taste, Less Filling” campaign, it maintained a leading position in the light beer market for several decades after this first campaign aired.

4. Always #LikeAGirl

Always’ #LikeAGirl campaign kicked off in 2014 to “tackle the things society were doing that could harm a young girl’s confidence at puberty.”

The multimedia campaign sought to change “like a girl” from insult to admiration by asking men and women to show them what it meant to run like a girl, throw like a girl, and fight like a girl.

They asked the same questions of girls; invariably, men and women interpreted “like a girl” negatively, and the girls saw it as neutral or positive.

Even though Always’ period products aren’t mentioned in the ads, it aligns the brand with positive associations — and sends a powerful message to viewers.

5. Dos Equis

With its edgy, cool, and sophisticated aesthetic, it’s no surprise that “The Most Interesting Man in the World” campaign put Dos Equis on the map.

This campaign created a positive association between the Dos Equis beer and the feeling of sophistication and poise. Sales quickly jumped by 22% after the campaign launched.

Even more impressive was how Dos Equis found success in a time when craft beers grabbed a foothold in the market and imported beer took a 4% hit. This campaign was a major component of that success.

To learn how to grab the attention of your audience, learn from the professionals. These campaigns are a great example of how brands have used real stories, real people, and real talk to grow their businesses.

Advertising Helps You Grow Better

Equipped with a dense, dynamic history, advertising is an incredible tool to add to your marketing toolbox.

Between print ads, radio sponsorship, TV commercials, and social media promotion, the opportunities to advertise and promote your brand are endless.

To best connect and engage with your audience, speak your customer’s language, appeal to their emotions, and tap into their desire to be a part of a community, create a clear and authentic brand story to illustrate how your brand aligns with their values.

By applying these tried and true practices to your advertising, you’ll build a magnetic brand that attracts customers, establishes a following, and generates revenue.

Do this and your brand will grow into a household name that stands the test of time — just like advertising itself.

How to Create a Great Social Media Strategy in 2025 (+ New Data)

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Creating social media strategies can be overwhelming — especially when launching a new brand or building an online presence from scratch.

I remember looking at all the channels, tools, and features, thinking, “How am I supposed to fit all of this into a marketing strategy?” And if you don’t have a dedicated social media team, it gets even tougher.

Download Now: Free Social Media Strategy Template

But here's what I learned: Success online comes down to having a strategy that’s simple, realistic, and works with the resources you have.

I recently sat down with three top-tier social media experts and dove into HubSpot's 2024 State of Social Media Report. Together, we explored how to develop a strategy that drives traffic and delivers real ROI to your brand.

Think of your social media strategy as the master plan for how you create, post, and engage with your social media content.

It encompasses social content guidelines, posting cadence, social media marketing campaigns, target audience, and engagement strategy that promote your business and brand.

To track and analyze your social media marketing performance, HubSpot’s Marketing Analytics and Dashboard Software can help you get insights, including customer lifecycle.

Many companies use social media to connect with customers, provide support, advertise new products and features, and promote special offers.

Why You Need a Social Media Strategy

According to our most recent State of Social Media Report, social media marketers' top challenges are:

  • Creating engaging content
  • Generating leads
  • Reaching target audiences

While these are some of the trickiest challenges, they‘re also the items you’ll want to think about most when making an effective plan.

Ultimately, well-thought-out social media strategies equip you to set goals and guardrails, track performance, and tweak your benchmarks over time.

“One of the biggest challenges, I think, social media marketers face is saturation and competition. There's so much content on social media that sometimes it makes it challenging to stand out from the crowd.

Having a robust strategy that understands the target audience includes strong copy and unique content can help to cut through the noise,” says Ellie Nash, social community executive at Kurago.

Without a starting point, you can‘t measure what’s working and how to shift your activity to hit your goals.

A social media strategy also helps you set expectations for broader team involvement and get everyone aligned on what they should and shouldn't do on your social networks.

1. Define your target audience.

If you haven’t already identified and documented your buyer personas, start by defining the key demographics of the audience you’re trying to reach — such as age, gender, occupation, income, hobbies, and interests.

To reach your audience without annoying them, you must first understand what they want and why.

What is their motivation?

Are social media users visiting these apps to learn, explore, shop, or just have a good time?

In our most recent State of Consumer Trends Survey, we asked over 500 general consumers to pick the three most common reasons they use social media.

While 65% actually use it socially to keep up with friends, 53% just want to be entertained while 50% want to learn new things. Unfortunately, 28% say they prefer to go on social media to learn about new products or brands.

The good news?

Later in the survey, when we asked consumers how they prefer to research and learn about brands and products, a whopping 41% said they like to do this on social media channels (a slight increase from a similar survey we ran six months prior).

While Gen X and Boomers skew lower on this average, Gen Z and Millennial generations are using social for brand research more often — which is not surprising due to their hyper-connectedness to the web.

As you might be able to tell from our data above, your target audience plays a role in how successful the right strategy will be. And, better catering to them helps you create focused advertising that addresses your ideal consumer’s specific needs.

For instance, the sponsored post below by Monday.com, a project management platform, highlights the platform’s flexibility and workflow customization feature.

The post targets business owners and project managers who may feel limited by other project management software.

Tweet from monday.com

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What does this mean for you?

Consider your ideal consumer’s challenges and what problems they're solving daily. Focus on no more than four types of people representing most of your buyers. Don’t get hung up on the exceptions or outliers, or you’ll never get started.

Once you start creating content for your audience, prioritize engaging your audience at every level.

Pay close attention to any questions or comments your audience posts. And be quick to address them, as that engagement could make or break a conversion or purchase.

Consumers like feeling like they’re part of a community when they’re on your social media pages. More than 1 in 5 social media users joined or participated in an online community in the last year.

Speaking of communities, creating social media groups is a smart move to attract, keep, and engage the audience, with 90% of marketers agreeing.

Here's why:

  • Groups help people get involved.
  • Followers can learn from each other.
  • Your brand becomes a connector — something like a helpful friend.
  • Communities feel more friendlier to chat compared to pages.

In 2020, HubSpot made a small Facebook Group called Marketer to Marketer with 4.9k followers. It‘s not as big as our Facebook page, but conversions prove it’s worth it.

Marketer to Marketer Facebook page

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💡 Pro tip: To reach the right audience, use social listening tools. These tools check social media for keywords, assess if the talk is positive or negative, and give you reports. I often use this info to create buyer personas for better targeting.

2. Incorporate ecommerce.

Social media isn’t just for discovering products anymore — it’s becoming a place to buy them, too. People love the convenience of shopping directly in the app where they first see something they like.

In fact, a quarter of social media marketers already say social shopping tools are more effective than traditional ecommerce sites. And looking ahead, 80% of them believe consumers will eventually shop more within apps than on brand websites or through third-party platforms.

By mid-2023, 25% of users aged 18 to 44 had already bought something via social media. I’m betting that number will climb in 2024.

And this isn’t just happening in one part of the world. If we look at how this trend is fairing across the globe, several other countries have already made social media shopping a norm.

UK social buyers graph from 2021-2025

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For example, check out this comparison of data from the U.K., China, and the U.S.:

Graph showing retail social commerce sales in the US, 2019-2025

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So what’s the takeaway?

If you sell products, social media should be a key part of your ecommerce strategy in 2024. It doesn't matter where you are. Social selling is a big deal — so it’s time to take it seriously.

Most platforms offer built-in ecommerce features like shoppable posts, and almost half (47%) of social media marketers are already selling directly within apps.

The most popular social selling tools for marketers are:

  • Instagram Shops and Instagram Live Shopping (High ROI)
  • Facebook Shops (Average ROI)

social media strategy stats; ROI by platform

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(Psst: Need help building a Facebook page for your business? We have you covered.)

If you need inspiration for incorporating ecommerce into your social strategy, take a cue from Sephora.

Screenshot from Sephora's website

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Whenever the beauty brand posts a product image, it includes a product tag that links directly to its shoppable page. It’s seamless — followers can make a purchase without ever leaving the app.

The key to social selling success is trust. While Sephora has an established reputation, you can build trust by sharing customer reviews, user-generated content (UGC), and product info.

💡 Pro tip: Go with image, video, and carousel ads for brand awareness to emphasize store visits, ad impressions, and engagement. For increased sales, select product, collection, or shopping ads to drive direct purchases and product page visits.

3. Optimize your social channels for search.

Social search is on the rise.

As more people turn to social with their queries instead of search engines, 89% of social media marketers agree that social search is important to their overall social media strategies in 2023.

Nearly 24% of consumers aged 18-54 use social media first to search for brands.

chart showing percentage of consumers who use social media first to search for brands

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For marketers, this means your social channels must be optimized for search. Prioritize social SEO if you want your social channels to show up in the results when your audience searches for your brand.

Similar to optimizing for search engines like Google, you can optimize your social presence.

Here's how:

  • Include relevant keywords and hashtags in your posts and bio.
  • Make sure your username is easy to search for.
  • Keep your username consistent across accounts.

When adding alt-text, avoid stuffing keywords, says Annie-Mai Hodge, director and founder of Girl Power Marketing.

“This feature describes the image on a page for the visually impaired, so it’s important you describe the image accurately. In doing that, you’re providing extra context for the social platform too, which can, in turn, get your content more visibility in search results,” says Hodge.

Over 30% of U.S. desktop searches on Google feature video carousels and video results, according to Semrush Sensor.

For instance, I searched for “best gaming laptops in 2024,” and the second result was a YouTube video. So, being active on YouTube to promote your brand is worth considering.

Google search screenshot

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💡 Pro tip: You don’t need to film an hour-long video. Even short videos — think YouTube Shorts — can help you rank higher in SERP. You can use UGC videos and testimonials for that purpose.

4. Focus on a few key social channels.

Most small businesses or social teams don’t have the bandwidth to establish and sustain a quality social media presence on every single channel. And learning the ins and outs of each one? Totally overwhelming.

That’s why it makes sense to focus on the platforms that will bring the best ROI. For many brands, that’s Instagram.

Instagram has proven to be the best source of ROI, engagement, and quality leads. Additionally, 23% of marketers believe Instagram offers brands the most potential to grow their audiences in 2023.

Plus, adding an Instagram feed to your website keeps things fresh and can even nudge more people towards making a purchase — social media content has been shown to boost conversions by up to 29%.

If you’re not tech-savvy, no worries. With tools like Flockler, you can easily embed your Instagram feed and make your website more dynamic. See their easy guide on how to embed an Instagram feed on a website.

Graphs ranking different social platforms based on ROI and audience growth potential

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Brands also need to be strategic about where they show up.

“The platform can say a lot about the brand itself. With more and more consumers being more in tune with how they spend their money and whether corporations' ideals align with theirs, this is becoming more of a consideration for brands in the long run,” says Tameka Bazile, social media strategy manager at TIME.

If you want to create a strong social media strategy from scratch, start small.

If you're just starting out, don’t stretch yourself thin. Research where your target audience hangs out. For example, if you’re aiming for business professionals, LinkedIn might be a better fit than Instagram.

Bazile says brands should also consider the following when it comes to expanding across multiple platforms:

  • Means. “Does their social team consist of enough members and get enough budget to successfully manage multiple accounts?” Bazile asks.
  • Consumer Access. “Are their ideal consumers found on the platforms they are seeking to expand to?” she says.

I recently read insightful expert perspectives on this LinkedIn article about picking the right social media platform.

Amidst all the chatter, Roel Timmermans' comment caught my attention:

Comment from Roel Timmermans

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Or as Annie-Mai Hodge says, “You don’t need to be on every single social media platform, full stop—for most businesses, it’s a waste of time and resources to be on platforms where your audience isn’t active.”

When creating your strategy, Hodge says, “You would’ve looked at where your audience is, what your competitors are doing, and what you’re aiming to achieve with social media — all of this will help inform you as to what social media channels you should be focusing on.”

💡 Pro tip: Check where your competitors are most active and what kind of content they post. You’ll see what works or doesn't and how engaged their audience is. Don’t copy them — just use that info to make smart decisions for your strategy.

5. Create engaging content tailored to each platform.

As I mentioned, every social media platform has its own vibe.

The way people engage, the type of content they expect — it all varies. So, if you want your posts to land, you've got to adapt your content to fit each platform’s style and tone.

For example:

  • LinkedIn is all about professional, insightful posts
  • Instagram is made for eye-catching visuals and quick messages
  • TikTok is all about creativity and riding trends
  • Twitter loves snappy, real-time updates

When you get it right, content tailored to the platform builds trust and boosts engagement.

Take Instagram, where you should focus on crisp images or short videos with punchy captions. On LinkedIn, you’ll want to lean into thought leadership and industry expertise. And for TikTok, it’s humor, challenges, or fun behind-the-scenes moments that humanize your brand.

Wendy’s is a great example of this.

The brand's Twitter game is sharp and sarcastic — perfect for the platform’s fast-paced nature.

Wendy's posts on X

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But on Instagram, Wendy switches gears with polished posts featuring new menu items and vibrant photography.

Screenshot of Wendy's Instagram profile

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💡 Pro tip: Instagram stories and TikTok challenges are perfect for casual, day-in-the-life content. Save the deep dives for YouTube and LinkedIn, where people are looking for more in-depth insights.

6. Repurpose your content.

Why stress over creating different content for each platform?

Keep it simple: repurpose and use the same awesome content in different places — within reason, of course.

According to our research, most marketers repurpose content in some way, shape, or form, while 19% consider it one of their key strategies. Meanwhile, 40% plan to invest more in content repurposing in 2024.

This makes sense. By recycling content, you can:

  • Get your message to more people on different platforms.
  • Save time by using what you already have instead of starting from scratch.
  • Stay visible on search engines by updating and reusing content.
  • Cater to your audience's preferences with different formats.
  • Make your content last longer by updating timeless pieces.
  • Improve your strategy by checking how your content performs on different channels.

We at HubSpot love repurposing content — from simple LinkedIn posts like this …

Screenshot of a HubSpot post on LinkedIn

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… to hilarious TikTok video:

However, one word to the wise: Don’t lean on it for every single campaign.

Although most marketers do it, only 7% told us it yields them substantial ROI compared to content that's more catered to platforms.

If you’re short on time or trying out a new platform similar to the one you already use, go ahead and make small tweaks to optimize content across channels. I’d say it’s worth experimenting, as long as you’re delivering what your audience wants.

Just be careful not to spam them with the same content over and over again — that’s a quick way to lose their attention.

💡 Pro tip: Looking for a creative content idea that feels more personal than repurposed? Make catchy quote pictures from customer thoughts, share email insights on X or LinkedIn, and whip up quick videos from podcasts — people love that kind of stuff.

7. Make a plan for customer service.

When putting together your social media strategy, consider how you’ll use your channels for customer service.

Social media is so ingrained in our day-to-day lives, so it’s no surprise that people turn to these platforms for everything, from brand discovery to customer service.

According to our State of Social Media and Consumer Trends research, 1 in 5 social media users contact a brand through social DMs for customer service each quarter.

43% of marketers use customer service reps, 41% rely on platform managers, and 13% employ automated tools like chatbots.

Whether you create a separate account dedicated to customer service or have an auto-reply set up when people DM you on Instagram, have a plan for how you’ll handle customer support through social media.

Microsoft Support profile on X

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You can add working hours in the Support page’s bio so people know when to expect help. Consider what Twitch did in its X profile:

Twitch's support profile on X

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Now, let’s talk a little bit about the importance of good customer service on social media.

According to Khoros research:

  • 42% felt disappointed, 43% were unhappy, and 41% reported anger with poor customer care.
  • 67% shared bad experiences, and 65% switched to a different brand.
  • 43% are more likely to buy from a brand after a good customer service experience.
  • 83% feel more loyal to brands that resolve their complaints.
  • 73% of brands expect more inbound channels, and 53% anticipate more outbound channels in the next one to two years.

💡 Pro tip: Apart from clearly stating working hours, let customers know the expected response time and inform them about quicker alternative resources if available.

8. Develop a posting schedule to guide you.

Social media isn’t an exact science, and it definitely doesn’t work the same for every business or industry.

To make it work for you, create a clear posting schedule that helps your team stay consistent with content.

HubSpot offers some great social media tools and templates that help you plan your content and build a solid posting schedule and social media calendar.

One method I’ve found effective is from Tameka Bazile, who shared a neat way to categorize social media content:

Here’s how she categorizes it:

  • Evergreen engagement content.
  • Evergreen promotional content.
  • Specific campaign content.
  • Recurring communications content.

“Breaking down content into these buckets allows social teams to maintain regular presences online while also separating content data into easily trackable pieces,” she says.

Set realistic goals for how often you'll post and engage, and stick to the posting schedule you’ve created. It’s all about consistency!

💡 Pro tip: Choose platforms that allow easy editing and content management within your team. This ensures smooth collaboration and calendar updates.

9. Talk WITH, not AT, your followers.

In our latest Consumer Trends research, 41% of consumers pointed to relatability as the most memorable aspect of posts from brands or companies on social or the web.

Friendly brands win more followers (and hearts). So, skip the self-promotion overload. Instead, get into conversations and respond to comments authentically.

People love it when you chat with them, not just throw information their way. It makes them feel special, creating a genuine affection for your brand.

And no, you don't have to sound super professional. Casual talk works even better on social media. Just take a cue from McDonald’s:

McDonald's social media strategy includes casual interaction

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I personally can’t get enough of BMW and its fantastic relationship with fans and followers. They always try to respond to every comment on social media:

BMW's social media strategy relies heavily on prompt communication

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And here’s something interesting to remember — very few people, less than one percent, interact with brands’ posts.

Here are the platform breakdowns.

  • Facebook: 0.09%.
  • Instagram: 1.22%.
  • X: 0.045%.

So, once you get a comment, find the right way to interact and show that you care.

Don't just ghost and ignore. These comments boost your post higher in algorithms and make it more visible.

💡 Pro tip: Never delete negative comments unless they’re super offensive or inappropriate. Instead, use them as an opportunity for constructive engagement and improvement.

10. Measure your results.

It’s hard to know what to focus on if you don’t have goals, a roadmap, or a clear brand strategy. You’ll end up lost in the noise of social media, unsure of what’s working or what to prioritize.

As Bazile says, “Without goals, a product roadmap, or even a full brand strategy, social media managers will struggle to know what to prioritize in the social space, what metrics to measure to convey progress, and what sort of content or social presence is ideal for the brand.”

There’s a lot you can track on social media with the right tools, but let’s not get overwhelmed.

Start with the basics. For example, how much traffic are your social channels driving to your website or blog?

Once you’ve got a handle on that, use tools like Facebook’s Page Insights, Instagram’s Account Insights, and LinkedIn’s Visitor Analytics to spot trends in engagement.

Look for patterns around what topics or keywords get the most attention.

Once you know what your average traffic and post performance look like, it’s time to set some goals.

Choose metrics that are simple and easy to track — otherwise, you’ll lose motivation fast. Things like total interactions, traffic to your site, and social-driven revenue are a great place to start.

social media strategy tips

“One of the most valuable indicators, in my opinion, is impressions,” Nash says, “Impressions measure the number of times a piece of content is displayed on users' screens and help to evaluate the effectiveness of your content strategy in terms of exposure and brand awareness.”

💡 Pro tip: Don’t only focus on platform numbers. Track the social sentiment as well. See if people express positive or negative feelings about you in online conversations. It takes a bit of manual work, but it's worth it. Check regularly for better insights.

11. Adjust your tactics as needed.

Social media won't start working overnight.

Establishing a following, stabilizing your brand, and seeing the results of your efforts take time. So, experiment to find the right combination of channels, content, and messaging that works for your audience.

We can pick up some cool tricks from Victoria's Secret in this regard.

The company has shifted from using only professional photos and videos to incorporating more casual content. Now, VS’s Insta feed also includes UGC and interviews with random people on the street and in their stores.

Screenshot of Victoria Secret's Instagram profile

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Victoria‘s Secret proves that even as a high-end brand, you don’t lose anything by including everyday people.

Actually, you gain.

VS's social media strategy includes going live with regular people

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More followers. More engagement. More exposure.

Keep track of changes in your post views, audience demographics, and post interactions, and make changes as needed.

Over time, you can adjust your posting schedule, content, and personas based on the collected information, which will help you fine-tune your strategy and generate more consistent results.

I get it: trying new stuff might seem a bit daring, but sometimes, it's just necessary to “survive.”

For instance, try to use funny content whenever possible.

In our 2023 survey of over a thousand global social media marketers, 66% said funny content works best, followed by relatable (63%) and trendy (59%) content. While 45% talk only about their brand values, the key is to use humor for the most impact.

Don't believe that humor can pay the bills? One-third, or 34% of Consumer Trends respondents also told us funny content is most memorable to them.

66% agree effective social media strategies are often hilarious

I asked Hodge about a time when changing tactics improved social media results. She recalls that at the start of 2023, Girl Power Marketing stopped growing on social media and started losing engagement.

“It wasn’t until I sat down and reassessed my strategy that I was missing something, and that was humanization,” Hodge recounts. “Why should people trust my thoughts, opinions, and guidance if they have no clue who was behind GPM or the mission behind it?”

Hodge shares that she started showing up more intentionally. She created content that showed more of herself, her personality, and GPM’s mission.

“And a year later, GPM has grown to a community of 180k+ people — all because I switched up my tactics that no longer worked,” says Hodge.

Pillars of building an effective social media strategy

💡 Pro tip: Tailor your content to match seasonal trends and holidays. This helps keep your brand messaging timely and relatable. And most importantly — people love it.

Keeping Up With Social Media Strategies

These tips will boost your ROI now, but make sure to stay prepared for the inevitable shifts as new tools, channels, and trends emerge.

To stay on top of things without feeling overwhelmed, I recommend following research like our State of Social Media Report. You can also check out our blog for real, actionable insights on the trends and strategies you need to keep on your radar.

Editor's note: This post was originally published in February 2016 and has been updated for comprehensiveness.

Phases of Website Redesign: The Ultimate Guide for Marketers

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The first website redesign project I led was a six-month-long baptism by fire. I learned everything on the fly, which is a great way to grow and get hands-on experience — and also a highly effective way to breed stress and anxiety.

To save you some of the latter without sacrificing any of the former, I’ve written a guide with tips on building a successful redesign strategy, whether you’re working with an agency, doing an in-house redesign, or proposing a redesign to company stakeholders.

Free Workbook: How to Plan a Successful Website Redesign

I’ve spearheaded multiple website redesign projects, and I can tell you firsthand: The more clearly you define your vision at the very beginning, the smoother the entire process will be — and you’ll see better results, to boot.

Many organizations decide to redesign their website in order to drive more traffic as their business grows. Others invest in a website redesign as part of a larger rebranding initiative.

In one redesign project I led, an in-house product team worked for six months to make significant structural updates to an existing CMS to accommodate my team’s complex needs.

In another project, we decided to scrap the existing CMS and rebuild and redesign it from the ground up.

For that project, we took extra time to consider the foundation and structure of the redesigned site so that it would be usable for many years. We built it to be structurally sound and exceptionally flexible, making it easier (and cheaper) to handle future refreshes.

Regardless of why your company is interested in a website redesign plan, it's likely to be a massive project.

It’s also an endeavor that’s vital to get right, considering the critical role your website plays in your marketing and brand image. If consumers can’t quickly and easily find the info they’re looking for on your site, you’ve already lost them.

How Often Should You Redesign Your Website?

It may be tempting to give in to changing design trends and advancing technology. But your website may last longer than you think.

I asked Simon Strande, the CEO and CTO of Webnorth, a Denmark-based web development company, what the average website lifespan was. Strande has been building websites for nearly 15 years, and he says that in general, “the lifespan is actually increasing.”

Although he says that the standard lifespan is two to four years, “looking at our clients, it can be quite a bit longer, depending on the initial development of the platform and how flexible it is.” If the site has built-in flexibility and room to scale, you probably won’t need a completely new website every two or so years.

There are two big caveats to that: maintenance and technology.

Strande says that “if the system has been very poorly maintained, then the lifespan won’t be as long. And sometimes the client doesn’t even know it’s poorly maintained — the system just gets slower and slower.”

“If the system has been very poorly maintained, then the lifespan won’t be as long. And sometimes the client doesn’t even know it’s poorly maintained — the system just gets slower and slower.”—Simon Strande, CEO and CTO, Webnorth

And sometimes, technology shifts so significantly that you need a full redesign just to keep up. Strande says that he started working in web development before responsive websites — mobile-friendly websites that adapt to the user’s device — were necessary.

“That was a big period in development,” he says. “Often we could accommodate existing designs to be responsive, but many times the website was just never designed in the beginning to be responsive.”

If your website works for both you and your users and has been appropriately maintained, but the branding or design feel dated, you may want to consider a website refresh instead.

How to Determine if You Need a Website Refresh

A website refresh updates non-structural elements like graphics, fonts, and brand colors — which may be enough to stave off a full-scale redesign for another year (or more), or until you have functional reasons to do a full redesign (more on those later).

Redesign or refresh? Use these questions to determine whether you need a fully redesigned website or a visual refresh. Has traffic to your website plateaued or significantly decreased? Is your site functional and fast? Does your current URL structure follow best practices for technical SEO? Have your brand or goals changed? How much budget can you allot to design and development? Are your internal stakeholders aligned? Has the industry changed since the last redesign?

The following questions can help you determine whether you need a redesign or a refresh:

  • Has traffic to your website plateaued or significantly decreased? Dips in traffic can be a complicated problem to untangle, and a major slowdown in page views is often due to a variety of factors.

But if your site is no longer converting the same amount of traffic, if users bounce after only a few seconds, or if pages-per-visit numbers decrease, your website may have outlived its functionality.

  • Is your site functional and fast? Step into your customers’ shoes and see if you can easily navigate the site and find what you’re looking for without encountering errors or long page load times.

In our 2024 survey of 300+ web strategists, HubSpot found that 20% of websites get between four and six page views per visit — and over 50% receive six views or more per visit. (We’ll publish the findings of that survey later this month, so stay tuned.)

All that browsing means that your site’s navigation and speed really do matter.

  • Does your current URL structure follow best practices for technical SEO? If you’re not thinking about this from the beginning, says Strande, “you can have big problems later, not just with the structure of the content and data, but with search engines.”

This can have devastating implications: “The worst thing that can happen is that you have to rebuild the entirety of the search engine presence that you had before.” Strande’s next words are chilling. “For some businesses, that has been an unrecoverable loss.”

“The worst thing that can happen is that you have to rebuild the entirety of the search engine presence that you had before. For some businesses, that has been an unrecoverable loss.”—Simon Strande, CEO and CTO, Webnorth

  • Have your brand or goals changed? If you’ve materially altered course since your last site redesign — maybe your business has adjusted its value proposition or mission, or maybe you’ve exploded in growth — your website may no longer represent who you are as a company.

Strande says, “What we see a lot is websites that were made when the company was not that mature. And now that the company has evolved, can the website evolve with the new demands?”

Sometimes you can “put a kind of dressing on it without having to change it overall. But sometimes the brand change is so big that you have to ask yourself whether a refresh makes financial sense.”

  • How much budget can you allot to design and development? Can you put in the resources and budget required to deliver an outstanding redesign? Also consider whether you’ll strain internal resources if people are reallocated to a major redesign.
  • Are your internal stakeholders aligned? It takes a village, as they say. This particular village includes designers, developers, SEOs, online marketers, content creators, and more. Take stock of different pain points and what problems everybody is trying to solve. This can be a great indicator for how extensive the redesign needs to be.
  • Has the industry changed since the last redesign? For example, when Google announced that it would be changing to mobile-first indexing, websites had to become mobile-friendly or risk losing organic traffic from Google.

If your site still functions properly and just looks a little dusty, you can address design elements like colors, fonts, and branded photo treatments without going back to square one.

I’ve found that building the plan can take as long or longer than the actual redesign process. Think of it like laying the foundation for a house — if you don’t get it right the first time, it can’t support the internal infrastructure, much less design details.

If you’re wondering what should go into your website redesign strategy, start with the following steps.

Below, I’ll unpack these 10 critical website redesign tips to think about when planning and completing your redesign.

1. Benchmark your current performance metrics.

Before you begin planning your website redesign, it’s important to document your current performance metrics. This will give you a good idea of where your current website stands and what metrics you can improve upon through your redesign.

This also lets you measure growth (or any other metrics) that the redesign is directly responsible for.

If you’re not sure where to start, I recommend analyzing your existing website’s monthly performance in the following areas. The importance and relevance of each may vary depending on your website redesign goals, but I’ve found that it can be helpful to look at many of these metrics before diving into a redesign:

  • Number of visits, visitors, and unique visitors.
  • Bounce rate.
  • Time on site.
  • Top-performing keywords in terms of rank, traffic, and lead generation.
  • Number of inbound linking domains.
  • Total new leads and form submissions.
  • Total sales generated.
  • Total pages indexed.
  • Total pages that receive traffic.

If you don’t currently have access to this information, tools like Google Analytics and HubSpot’s Marketing Analytics can provide data.

Screencap of charts from HubSpot’s marketing analytics software.

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Pro tip: Remember to note which tools you use to measure each of these benchmarks. That way, you can use those same tools again when collecting your post-redesign metrics and thus avoid comparing apples to oranges.

2. Determine your website redesign goals.

What’s the “why” behind your website redesign?

If your answer is, “Well, it’s been a while since we’ve done one,” or “My competitor just redesigned their site,” you’re not likely to be happy with the result. When it comes to investing in a website redesign, there should always be a good reason to do it.

Some basic user testing can go a long way if you have the time and resources — you’ll start to note patterns after five or so tests, so this doesn’t have to be extensive.

But word to the wise: If you’re only testing a small number of users, be mindful of how you interpret and use the results. They may confirm your hunches or give you guidance, but avoid making a huge structural change to your site based on just a few user opinions.

If you’re able to talk to users, record the sessions and have the users share their screen with you, so you can watch how they navigate your site. Ask them to talk you through their thought process as they answer the questions.

I also find it helpful to write up a brief recap immediately after each user interview — it helps me find patterns more efficiently.

Whether you’re doing the audit yourself or interviewing users, here’s a few questions I’ve used in the past that you can adapt to your specific needs:

  • Ask the user to find a specific page on your site. Take note of the path they take. Was it different from what you expected?
  • If you’re testing a specific feature, like a button or new navigational tool, ask why the user clicked on one element instead of another.
  • If you’re testing new editorial features, ask what kind of content the user would expect to see under a certain topic or theme.
  • Ask what other websites the user frequents, specific to your product or service. For example, if you sell budget travel packages for Gen Xers, ask where else they look for similar experiences.

Again, if you’re doing this yourself for the first time or are on a shoestring budget, the answers to these questions shouldn’t be the sole determining factors for any redesign changes.

If you get surprising results, you may find it useful to partner with UX pros to do more structured, extensive testing. But even a small-scale audit can give you some supporting data or quotes to augment your recommendations for a redesign.

Remember: It’s not just about how your site looks but also how it works. Be crystal clear about why you’re doing a website redesign, and tie those goals to measurable results. Then, communicate your goals with your team, designer, or agency.

Consider the following data-driven objectives for your own website:

  • To increase the number of visits and visitors (both are important, as one visitor could visit more than once).
  • To reduce bounce rate.
  • To increase time on site.
  • To improve domain authority.
  • To increase new leads and form submissions.
  • To increase total sales generated.
  • To enhance SEO rankings for important keywords.

Many of these goals are dependent on one another. For example, in order to generate more conversions, you may need to increase traffic while also decreasing your site’s bounce rate.

Take a look at the metrics you pulled out in the previous step. Are there any that you can improve upon with your new website? Perhaps you can use your old website metrics to inspire new goals.

Screencap of charts from HubSpot’s dashboard and reporting software.

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What I like: You can use HubSpot’s custom dashboards to track performance on the metrics that matter most to you — and then use that past performance data to inform your forward-looking goals.

3. Define your branding and messaging.

Back to our house analogy: You need to have a floor plan before you can lay the foundation. And while you don’t need to pick out paint colors at this stage, you do need to know things like architectural style and where the plumbing will go.

Similarly, before you can redesign your website, you’ll want to be crystal clear about desired branding, messaging, and unique value proposition.

If this is likely to be a source of friction with other stakeholders, resist the temptation to forge ahead with the redesign. Your site will be more successful and have a longer life if the stakeholders are aligned.

First-time visitors to your site should immediately understand what you do, how it may benefit them, and why they should stay on your site. Otherwise, you’ve just given them a reason to flee to your competitors.

For example, take a look at HubSpot’s homepage below. It’s immediately clear what the company does, what it offers its customers, and how any visitor can get started:

Screencap of HubSpot’s homepage.

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Think about whether you plan to change your branding and/or messaging in the near future or if you expect it will stay the same for a while. If you do plan to change it, what will you need to change? Keep these changes top-of-mind as you redesign your website.

Download this free workbook for guidance and templates to simplify your next website redesign project.

Additionally, as you develop your company branding, consider which visual aspects of your website need to be redesigned and what can stay the same. Have you created a new logo, style guide, or color palette? Make sure these are applied to your new website, so it remains consistent with other parts of your brand.

Pro tip: For some more inspiration, check out this roundup of B2B website examples:

4. Define your buyer persona(s).

Your website is not just about you. In fact, it’s hardly about you at all.

When your visitors land on your website, they’re asking themselves, “What’s in it for me? How could this company help me?”

So don’t make your website all about you. Instead, speak to your visitors in their language by crafting your website design and content around your buyer or user personas.

For instance, if you’re a marketing manager at a hotel looking to bring in new business, you might target five different buyer personas: an independent business traveler, a corporate travel manager, an event planner, a vacationing family, and a couple planning their wedding reception.

Screencap of HubSpot’s Make My Persona tool.

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Make sure you clearly identify your buyer personas, so you can shape your website redesign strategy around the kinds of website visitors that matter most to you.

What I like: Check out HubSpot’s handy buyer persona builder to help you create detailed buyer personas.

Finally, ask yourself: Is your target audience changing as part of your website redesign? And if so, do your branding and content align with this new audience?

Answering these questions will be vital as you’re strategizing about your website redesign.

5. Protect your search-engine-optimized pages.

Getting discovered online is essential to improving your website’s metrics. After all, if no one is able to find and visit your site, how can you increase new leads, conversions, or sales?

Here are three of my top tips for designing your new website with search engine optimization (SEO) in mind:

Document your most search-valued pages.

First, use marketing analytics to figure out which of your website’s pages currently receive the most traffic and inbound links, convert the most leads, and cover the most influential topics in your industry.

Write down a list of these highly valuable pages, and if you plan to move any of them, make sure you create the proper 301 redirects.

Create a 301 redirect strategy.

Next, speaking of 301 redirects, these are extremely important in terms of retaining the traffic and link value associated with a given page.

Create a spreadsheet to record and map out your 301 redirects (old URLs vs. new URLs). Then, hand this document over to a technical expert to make sure all the necessary redirects are properly implemented.

Do your keyword research.

Finally, when crafting your newly designed website, pick one keyword or topic for each page to focus on. Once you identify these keywords, use on-page SEO best practices to optimize your website pages.

You can also consider adding new content and pages to your website that address keywords or topics that may be neglected on your current site.

Save time and rank higher on Google with our free on-page SEO template.

Pro tip: HubSpot’s SEO Marketing Software can give you insights into your website’s current SEO performance, helping you optimize your website redesign plan.

Screencap of HubSpot’s SEO software.

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6. Analyze the competition.

While I don’t recommend obsessing over your competitors, knowing how you compare can be helpful. To that end, I’d suggest running your website through HubSpot's free website grader tool to generate a report card on how well your website is performing.

You can then use this diagnostic tool to evaluate your competitors’ websites, so you’re aware of their strengths and weaknesses as well as your own.

Pro tip: HubSpot’s AI search grader tool is a great way to gain insight into how AI search engines perceive you — and your competitors.

Next, take a look at your competitors' websites, and take note of what you like — and what you don’t.

Once you conduct these competitive analyses, you can use the insights you’ve uncovered to put together a list of action items highlighting some areas for improvement and ways you can use your website to set yourself apart from your competitors.

7. Take inventory of your high-performing content.

While a redesign is a great way to improve the performance of your website, it’s not without risk: In fact, if you’re not careful, it can end up harming your website’s performance.

This is because your existing website likely contains many high-performing content assets that you’ve already built up, and if your redesign causes them to become less effective, it can severely damage your marketing results.

Pro tip: HubSpot’s SEO Marketing Software can help you identify your existing top-performing pages, so you don’t end up harming your performance through your website redesign.

Screencap of HubSpot’s SEO marketing software.

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For instance, these high-performing assets might include your:

  • Most-shared or most-viewed content.
  • High-traffic pages.
  • Best performing or ranking keywords and associated pages.
  • Number of inbound links to individual pages.

For example, if you end up removing a page from your site that has accumulated a high number of inbound links, you could potentially lose a lot of SEO credit, which would make it harder for your site to be found on search engine results pages (SERPs).

Don’t hesitate to remind stakeholders about SEO considerations and help them along by auditing your site and providing them with a list of critical pages to be sure to maintain or update.

8. Choose the right software.

One of the most important steps in the website redesign process is choosing the right software to create and host your website. This software is typically called a content management system (CMS), and it’s used to develop, design, and publish your website for the world to see.

Whether you’re a novice digital marketer or a pro web developer, a CMS can help you build a gorgeous, functional website with ease. Of course, determining which CMS is right for your needs will depend on your unique business, the features your website redesign will require, and your level of familiarity with different CMS tools.

Strande says that he’s seeing more clients choose a headless CMS, which he says allows you to “change the entirety of the front end without having to change the backend.” The pro is that “it can really increase the lifespan of the platform.” On the other hand, “it’s often a higher initial investment.”

There are hundreds of CMSs to choose from, including HubSpot’s Content Hub. You can also review some of the best CMS platforms to learn more about the range of available options.

What I like: HubSpot’s Content Hub gives you the tools you need to get your website redesign off the ground.

Screencap of HubSpot’s Content Hub.

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9. Migrate your content.

If you’re working with a technical partner, ask them early in the process how they typically handle content migration. This can be a huge — and hugely expensive — job, and it’s not always included in the redesign quote.

If you have a small amount of content, or are building a site for the first time, this may be something you can handle on your own. But if you have even a moderate amount of content, trying to do a manual migration is a daunting, time-consuming task.

10. Make a post-launch checklist.

The period immediately after a website relaunch is a critical time: You’ll find bugs or other glitches, a stakeholder will ask why a logo is purple when they thought it would be green, or links will be broken.

Don’t panic! Even the best-laid plans always have a hiccup or two. I like to allow an extra two weeks after a relaunch to find all the bugs. (Then I take a long vacation; web relaunches are a lot of work.)

Here are a few things to keep in mind after a relaunch:

  • Implement a bug-reporting system. Stakeholders should know how to report any bugs they find, whether that’s using an automated system or simply Slacking a single person who can track everything.
  • Spot-check your new site for broken links and images. Look at some of your highest-performing pages. Are there any glaring errors, like broken links, broken images, or formatting issues?
  • Check for 404 errors. After leading a web relaunch that involved significant changes to URL structure, I found that a number of pages were still returning 404 errors. Solutions to 404 errors can get somewhat technical, so consult with your tech or product team before setting up redirect links yourself.
  • Have a plan for your old website. If you’ve built a brand new website and migrated your old content, you may effectively have a duplicate of your entire website. In most cases, this won’t turn into a problem — your tech or product team will follow best practices to make sure the transition is seamless.

But in one redesign I worked on, this became an issue because we migrated the content in stages — meaning that we needed two active websites for a period of time.

Google doesn’t like duplicate content (even if it’s all under the same domain), so we had to implement some technical solutions to minimize any SEO damage.

Budget for a maintenance plan. Properly maintaining your website is one of the most important factors in its lifespan, so don’t cut corners here.

Testing It Out: Designing a Digital Portfolio

HubSpot contributor Allie Decker put these steps into action and helped program manager and content editor Katilin Milliken redesign her personal website.

This is Milliken’s online portfolio, showcasing her work throughout her career. However, it hadn’t been updated in a few years. Here’s how Decker approached this project.

Screencap of homepage of Kaitlin Milliken’s old website.

Discovery: The Goals of the Site

Before actually making changes to the site, Decker talked to Milliken about goals. She sent the following questions:

  • What are the goals of your website design?
  • What’s the vision for or purpose of your site?
  • Who is your audience?
  • Are there any specific changes you would like to see?

Here’s how Milliken responded.

What are the goals of your website design?

“I initially created this site when I was a business journalist to capture the different articles and multimedia stories I worked on. I’ve since switched over into program management and working in tech. I want my site to tell the story of that career shift and to explain how the skills from my past career have transferred to my new one,” Milliken says.

What’s the vision for or purpose of your site?

“This site should showcase my professional accomplishments and the past positions I’ve held. Think of it like a digital resume with more examples. I also want to highlight metrics that demonstrate the impact of my initiatives,” Milliken says.

Who is your audience?

“The audience should be people who want to work with me in the future. I run a freelance program at HubSpot. People who want to join should be able to learn how from my site,” Milliken says.

Are there any specific changes you would like to see?

“The current site’s color scheme is very colorful and fun. While I loved this at the time, I want my site to feature a more sleek design. I also want to update the images. These pictures are from over six years ago,” she says.

She continues, “I also want to remove the portion about my personal art projects and zine. I’ve migrated that to a different site.”

Screencap of About page on Kaitlin Milliken’s old website.

With those goals and instructions in mind, Decker was able to start the redesign process.

Rebranding and Rewriting

While many of Milliken’s asks relate to the design of the site, refreshing the text offers a better place to start. This involves reshaping the messaging of her site so it reflects her current goals — telling her career story to people who may want to work with her in the future.

Let’s start on the home page.

Screencap of homepage of Kaitlin Milliken’s old website.

Now, let’s turn to her about page. The copy focuses too much on her previous experience, so Decker rewrote it to emphasize her more recent accomplishments and to tell the story of her career transition.

Screencap of About page on Kaitlin Milliken’s old website.

Making Design Changes

Milliken explicitly asked Decker to change the color scheme and theme of the site. Since they were using Wix, Decker started with the prebuilt themes that were most compatible with her website.

Screencap of six templates on Wix.com.

Image Source

Decker settled on a theme with a limited color scheme. Primary colors are used to highlight specific areas of the site, and all photographs are in black and white.

(If you, like me, struggle to find cohesive color schemes, I like Khroma and HubSpot’s Brand Kit Generator. They’re both fun to play with and will give you lots of ideas.)

Screencap of a Wix template.

Image Source

Beyond that, Decker built a limited menu and merged the audio and stories section into one page called “Projects.” This aligns better with her current program manager role and focuses more on initiatives built than individual stories completed.

Screencap of Kaitlin Milliken’s redesigned website, featuring a black-and-white headshot and three colored circles, labeled “About,” “Projects,” and “Contact.”

From there, Decker copied the new text and swapped out her older pictures for new ones, as requested.

For a larger relaunch project, this step will look very different. If you need to migrate old content onto the new site, take another look at my section on content migration — and don’t underestimate the time and technical know-how that this step can take.

Screencap of Kaitlin Milliken’s About page.

Outcomes

Decker says, “Creating a simpler site allowed the purpose of the site to shine. I was able to capture the evolution of Milliken’s career and find an aesthetic that suits her preferences.”

Get Started on Your Website Redesign Today

Whew! Now you're ready to plan, design, build, optimize, launch, and analyze your new website. Apply these seven steps to redesign a website that attracts more consumers, wows more visitors, and converts more customers.