Lean Marketing

Before (Prospect)

1. My Target Market

Primary Target Market Summary

B2B teams running internal entrepreneurship programs that need one platform to capture, test, and develop ideas into viable ventures.
They value a simple, low-cost way to structure innovation, validate ideas, and track progress across multiple participants.

Audience Type

B2B
Corporate innovation teams
Entrepreneurship program managers
Incubators and accelerators
Universities with venture or entrepreneurship programs

Industries (if B2B)

Corporate innovation and R&D
Higher education
Business incubators
Startup accelerators
Consulting firms running innovation programs

Needs – Primary Buying Considerations

Centralize idea submission, evaluation, and validation
Make innovation programs easier to manage at low cost
Give participants a clear path from idea to business model
Track progress of multiple ideas and teams in one place
Easy onboarding for non-technical users
Trial access before committing

Demographics

Age Range: 28-50
Gender: Mixed
Geography: Colombia first, then Spanish-speaking Latin America
Income Level: Mid to upper business budget holders
Profession: Innovation manager, program director, incubator lead, entrepreneurship professor
Business Size: 10-500 employees or program cohorts of 20-200 participants

Psychographics

Lifestyle: Digitally oriented professionals managing programs, teams, and reporting deadlines
What they value: Structure, visibility, affordability, practical tools, and measurable progress
Pain Points: Ideas scattered in spreadsheets, weak follow-up, poor validation, and low participant accountability
Buying Behavior: Researches online, compares tools, prefers demos or trials, and starts with low-risk monthly plans
Decision-Making Roles (Optional. Only include in ouptput if B2B Audience):
Primary Decision Maker: Innovation manager, program director, or founder of the organization
Secondary Decision Influencers: Operations leads, entrepreneurship mentors, faculty heads, and team facilitators
Support Roles: Admin staff, coordinators, and IT reviewers

Secondary Target Market (only if applicable)

Early-stage startup support organizations serving entrepreneur communities that need a shared system to guide idea validation.
Includes chambers, NGOs, and local development programs running venture education or incubation cohorts.
They seek affordable software to standardize mentoring and monitor participant outcomes.

2. My Message to My Target Audience

Refined Elevator Pitch

Wydea provides entrepreneurial teams one place to validate ideas and build businesses.

Understanding Their Pain Points

Scattered ideas get lost across chats, docs, and meetings
Teams have energy, but no clear system to test what is worth building
Weak ideas move forward while strong ones lack structure to grow

Transformation

Turn raw ideas into validated business opportunities
Give teams clarity, confidence, and momentum
Move faster from brainstorming to real business decisions

Unique Selling Proposition (USP)

One platform to organize, evaluate, and improve ideas
Built to help teams shape ideas into real business opportunities
Simple monthly access with a trial to get started fast

Brand Values & One-Liners

Your idea to business
Great ideas deserve a real process
Validate first. Build smarter.
Turn team creativity into business growth
One place for ideas that matter

Tone

Clear, smart, and optimistic. Wydea should feel practical, empowering, and forward-moving.

Hero Text Idea

Flag Text: Entrepreneurial teams in Colombia
Main Headline: Organize, validate, and grow your best ideas in one place.
Sub Headline: Stop losing momentum in scattered tools. Turn team ideas into real business opportunities with a clear process.
CTA: Start your free trial

3. The Media I Will Use to Reach my Target Market

Website

Keep hero in Spanish first; add LatAm English toggle for expansion
Rebuild key pages in Webflow only if custom site limits editing speed
Keep custom code if pages load fast and edits are easy weekly
Add CTA above fold: Start free trial and Book demo
Create pages for corporates, universities, incubators, accelerators
Add workflow visuals for submit, evaluate, validate, track
Add use cases with cohort sizes and program outcomes
Add FAQ on onboarding, pricing, data privacy, and support
Add Calendly demo booking for qualified B2B buyers
Track free trial starts, demo bookings, pricing visits, contact submits
Track scroll depth on product and use case pages
Track source by first touch and demo booked source
Focus mobile first for discovery; optimize desktop for demos and trials
Ensure WhatsApp click tracking for Colombia buyers

Social Media

Focus on LinkedIn as primary channel for B2B decision makers
Use YouTube for product demos, webinar replays, and onboarding clips
Use X only for founder networking in innovation circles
Post on LinkedIn 3 times weekly from company page
Founder posts on LinkedIn 4 times weekly with POV on innovation ops
Publish 2 short demo videos monthly on YouTube
Share carousel posts: idea validation steps, program workflows, scorecards
Post client scenario content for universities and incubators
Share 30 to 60 second product walkthrough clips weekly
Repurpose webinars into clips, quote cards, and PDF guides

Paid Advertising

Start with LinkedIn Message and Lead Gen ads to Colombia audiences
Target job titles: Innovation Manager, Program Director, Incubator Manager
Target sectors: higher education, consulting, R and D, accelerators
Run Meta retargeting ads to site visitors and video viewers
Use Google Search for high intent Spanish keywords
Bid on terms like software gestión de innovación and incubadora ideas
Offer free trial and live demo as primary conversion goals
Keep spend small: test one channel at a time for 2 to 3 weeks
Build remarketing audiences from pricing, demo, and trial pages

Content Recommendations

How to run an internal entrepreneurship program without spreadsheets
7 stages to validate ideas inside a university incubator
Scorecard template for evaluating startup ideas in cohorts
How innovation managers track 50 ideas without losing momentum
From idea to business model: a practical validation workflow
Common reasons corporate idea programs stall after kickoff
How to compare idea management tools for LatAm programs
KPI guide for incubators: submissions, validation, mentor activity

SEO and Content

Target Spanish keywords before English content expansion
Create landing pages for software de innovación para empresas
Create pages for plataforma incubadora de negocios and validación ideas
Build comparison pages vs spreadsheets, Notion, Trello, Airtable
Publish one Spanish blog weekly focused on problem aware searches
Add schema for software app, FAQ, and organization
Get backlinks from university blogs, incubators, and startup media
Optimize title tags for Colombia and LatAm intent terms

Publications

Pitch guest articles to Entrepreneur en Español on idea validation
Pitch AméricaEconomía on innovation program management in LatAm
Submit thought leadership to Forbes Colombia contributors network
Pitch Portafolio Colombia on corporate entrepreneurship systems
Contribute to Pulzo Empresas if contributor options fit
Target university entrepreneurship center blogs across Colombia
Pitch Rockstart Latam content partners if guest posts are accepted

Podcasts

Appear on Innovación Sin Barreras if guest fit is available
Pitch The Mexican VC for LatAm startup ecosystem exposure
Pitch Startupeable for Spanish founder and innovation audiences
Pitch Masters of Scale en Español style shows in LatAm networks
Launch a monthly LinkedIn Live, not a full podcast, due to budget
Host 30 minute sessions with incubator managers and professors

Directories

List on G2 with Spanish friendly screenshots and trial CTA
List on Capterra under idea management and innovation management
List on GetApp and Software Advice for software discovery
Create Crunchbase profile for credibility and backlink value
Join Cámara de Comercio local provider directories where possible
Apply to university vendor lists for entrepreneurship tools

Partnerships & Outreach

Partner with university entrepreneurship centers in Colombia
Target incubators like Connect Bogotá, HubBOG, and Ruta N networks
Partner with innovation consultancies running design sprint programs
Offer white labeled cohort templates to accelerators and NGOs
Build referral deals with startup mentors and venture studios
Co host workshops with chambers of commerce entrepreneurship units
Offer pilot pricing for first cohort based partners

Online Events

Run one monthly webinar in Spanish for innovation program leaders
Topics: managing cohorts, idea scoring, validation workflows
Use LinkedIn Events and email registration pages
End each session with live platform walkthrough and trial CTA
Invite a university or incubator guest for social proof

Online Networking

Engage in LinkedIn groups for innovación, emprendimiento, universidades
Join Startup Grind Colombia community channels
Participate in Indie Hackers only for founder learning, not buyers
Comment weekly on posts from Ruta N, Innpulsa, and university centers
Join relevant Slack or WhatsApp founder communities in Colombia

Cold Outreach

Build list of innovation leads at universities and incubators in Colombia
Email 30 highly matched accounts weekly with tailored use case
Lead with pain: scattered ideas, weak follow up, poor visibility
Offer 20 minute demo plus free trial for one active cohort
Use LinkedIn connection plus email sequence for warm repetition
Target directors at EAFIT, Uniandes, Javeriana, and regional incubators

Offline and Local Media

Speak at university entrepreneurship weeks in Medellín and Bogotá
Attend Colombia 4.0, Andicom, StartCo, and regional startup events
Sponsor a small workshop, not a booth, due to budget limits
Bring one page handout with workflow and QR to trial
Host breakfast roundtables for innovation managers with 8 to 12 guests
Pitch local business media interviews around innovation process pain

During (Lead)

1. My Lead Capture System

Lead Magnet

PDF guide: Cómo gestionar programas de innovación sin hojas de cálculo
Fits innovation managers replacing Excel, WhatsApp, and docs
Template pack: Scorecard para evaluar ideas en incubadoras y universidades
Fits program directors needing structured evaluation fast
KPI checklist: 12 métricas para seguir ideas, mentores y cohortes
Fits incubators and universities needing reporting visibility
Mini audit: Diagnóstico de madurez del proceso de innovación
Captures problem-aware buyers for demos and trials
Webinar: Cómo validar 50 ideas sin perder seguimiento
Best for LinkedIn lead gen and partner co-hosted events
ROI calculator: costo de ideas perdidas vs proceso centralizado
Fits budget holders comparing software vs manual workflows

Tripwire Offer

Pilot setup for 1 cohort at low fixed fee
Includes workflow template, scorecard, and onboarding session
14-day guided trial with kickoff call and success checklist
Better than self-serve trial for B2B teams needing activation
Paid workshop: 60-min idea validation session for one team
Credit workshop fee toward first paid month
University starter pack for first 20 participants
Limited-time entry offer to reduce procurement hesitation

Welcome Sequence

Email 1: Deliver lead magnet and CTA to book demo
Email 2: Show 3 common process gaps and quick fixes
Email 3: Share use case for universities or incubators
Email 4: Product walkthrough video with trial CTA
Email 5: Case-style scenario with before and after workflow
Email 6: Invite to live webinar or 20-min demo
Email 7: Trial reminder with onboarding support offer
Trigger sales outreach after pricing page + 2 email clicks
Send WhatsApp follow-up only after explicit opt-in
Trial flow: day 0 welcome, day 2 setup tips, day 5 activation check
Trial flow: day 8 mentor use case, day 12 conversion call CTA

Segmentation

Tag by audience: corporate, university, incubator, accelerator, consultancy
Tag by role: innovation manager, director, professor, coordinator, founder
Tag by source: LinkedIn ad, webinar, SEO, partner, cold email, referral
Tag by intent: lead magnet, demo request, pricing visit, trial started
Tag by language: Spanish primary, English secondary
Tag by cohort size: 20-50, 51-100, 101-200 participants
Tag by urgency: active program now, next quarter, research stage
Create MQL when demo booked or trial started
Create SQL when active program and buying role confirmed

Chatbot and Automation

Add sticky CTA: Start free trial and Book demo on all key pages
Use short form with role, org type, cohort size, and timeline
Add exit-intent popup with scorecard template on pricing page
Add WhatsApp click-to-chat for Colombia buyers during business hours
Bot qualifier asks org type, participant count, and main workflow pain
Route demo leads to calendar page and CRM instantly
Route template leads to email nurture by audience segment
Trigger retargeting for pricing visitors and webinar registrants
Send internal alert for demo bookings and trial starts
Track events: form submit, trial start, demo book, WhatsApp click
Track first-touch source and assisted source for every lead
Use simple CRM first: HubSpot Free or Brevo with custom fields
Create one pipeline: New lead, MQL, Demo, Trial, Proposal, Won, Lost
Sync forms, calendar, and email tags into one contact record

2. My Lead Nurturing System

Marketing CRM

Start with HubSpot Free for forms, email, lists, and lead scoring
Fit: low budget, B2B pipeline, demo booking, and trial tracking
Use custom fields for org type, role, cohort size, and timeline
Connect site forms, Calendly, and WhatsApp clicks into contact records
Build lists by source: LinkedIn, webinar, SEO, partner, cold email
Upgrade to HubSpot Starter when email automation limits are hit
If lower cost is needed, use Brevo for email + automation + WhatsApp

Sales CRM

Use HubSpot deal pipeline shared with marketing contact data
Pipeline: New lead, MQL, Demo booked, Trial, Proposal, Won, Lost
MQL trigger: demo booked, trial started, or pricing visit + 2 email clicks
SQL trigger: active program, buying role, and cohort timeline confirmed
Auto-create deal when demo is booked or trial starts
Add tasks for 24-hour follow-up after demo and day 10 of trial
Track loss reasons: price, timing, no fit, no urgency, internal process

Automated Follow-Ups

Lead magnet sequence: 7 emails over 21 days
Day 0: asset delivery + CTA to book 20-min demo
Day 2: 3 workflow gaps from spreadsheets and WhatsApp
Day 5: segment use case by university, incubator, or corporate team
Day 8: 2-min product walkthrough video + trial CTA
Day 12: before/after process scenario with reporting benefits
Day 16: webinar invite or live demo slot
Day 21: guided trial offer for one cohort
Trial sequence: 5 emails over 14 days
Day 0: welcome, setup checklist, and kickoff video
Day 2: create first workflow and invite participants
Day 5: idea scorecard template and mentor review setup
Day 8: progress tracking use case for coordinators
Day 12: conversion CTA with onboarding support call
Demo no-show sequence: 3 emails in 6 days with reschedule link
Re-engagement: 4 emails over 30 days for inactive leads
Trigger reactivation if no opens in 60 days or no site visit in 45 days
Send WhatsApp only after opt-in for demo reminders and trial support

Newsletter

Send 2× monthly Spanish newsletter
Audience split: corporate, university, incubator, accelerator
Pillar 1: innovation ops tips and workflow fixes
Pillar 2: idea validation frameworks and scorecards
Pillar 3: short product updates and new templates
Pillar 4: webinar invites and replay links
Include one CTA per email: demo, trial, or template download
Add dynamic blocks by segment use case

Retargeting & Ads

Meta remarketing for site visitors and 50% video viewers
Goal: return pricing and demo page visitors to trial or booking pages
Google Ads remarketing for pricing, use case, and blog visitors
LinkedIn retargeting for webinar registrants and demo page visitors
Start with one audience at a time due to budget limits
First audience: pricing page visitors in last 30 days
Offer: guided trial or live demo, not generic awareness ads
Refresh creatives monthly with Spanish proof points and workflow visuals

Social Media and Content

Company LinkedIn: 3 posts weekly
Founder LinkedIn: 4 posts weekly on innovation process insights
YouTube: 2 short demo videos monthly
Weekly content mix: workflow tip, use case, objection answer
Post carousels on idea scoring, validation stages, and cohort tracking
Share 30 to 60 sec clips from demos and webinars weekly
Use CTA rotation: download guide, join webinar, start trial
Reply to comments and DMs within 24 business hours

Webinars and Events

Run 1 monthly Spanish webinar for innovation program leaders
Format: 25-min teaching + 10-min live walkthrough + 10-min Q&A
Topics: validate 50 ideas, cohort tracking, scoring frameworks
Co-host quarterly with a university or incubator partner
Send reminders: 7 days, 1 day, 1 hour before event
Post-event: replay email same day + CTA to guided trial
Create follow-up branch for attended vs missed registrants

Other Nurture Channels

Add Calendly for demo booking with role and cohort size fields
Add WhatsApp click-to-chat on pricing and demo pages
Use a simple site bot for qualification on key pages
Bot asks org type, participant count, and timeline
Route high-intent leads to demo booking instantly
Exit-intent popup on pricing page with scorecard template
Internal alerts via Slack or email for demo books and trial starts
Track events: form submit, demo booked, trial start, WhatsApp click

3. Sales Conversion Strategy

Sales Process

Route all warm leads into one simple pipeline: Trial, Demo, Proposal, Close, Onboard
Add two primary CTAs: Start free trial and Book 20 minute demo
Send trial users to a role based welcome path: university, incubator, corporate
Ask one qualifier at signup: program type and cohort size
Trigger founder outreach within 15 minutes of trial start
Send day 0 email with quick start video and sample workflow
Send day 1 message with setup checklist for first cohort
Send day 3 message with invite to live walkthrough
Send day 5 message with ROI angle: replace spreadsheets and scattered follow up
Send day 7 message with trial ending reminder and demo CTA
Offer concierge setup for first cohort during trial
Use WhatsApp follow up for Colombia leads who opt in
Book demos only after lead visits pricing or activates trial
Keep demos to 20 minutes: pain, workflow, fit, next step
End every demo with one clear close: start paid pilot this week
Offer monthly start with no long contract for first accounts
Create 48 hour follow up after demo with recap and next steps
Send proposal within 24 hours of qualified demo
Include start date, onboarding plan, and success milestones in proposal
Add no response follow up cadence: 2, 5, 10, 14 days
Use a breakup message that keeps door open and asks timing

Sales Assets

Create 8 slide demo deck for each segment: universities, incubators, corporates
Build one page sales sheet in Spanish with core outcomes and pricing
Create live demo script focused on submit, evaluate, validate, track
Build objection handling script for budget, adoption, and tool overlap
Create proposal template with pilot scope, seats, timeline, and outcomes
Build onboarding checklist for admin setup and first cohort launch
Create ROI calculator using time saved vs spreadsheet management
Make one page comparison sheet vs spreadsheets, Notion, and Trello
Record 3 short demo videos: overview, evaluator flow, cohort tracking
Create FAQ sheet on pricing, onboarding, support, and data privacy
Build email templates for trial welcome, activation, proposal, and renewal
Create procurement ready doc with company info, billing, and security basics

Testimonials and Case Studies

Start with founder credibility if no customer proof exists yet
Use pilot testimonials from first 3 trial to paid accounts
Ask for feedback after first cohort setup and first milestone reached
Request short quote on ease of use, visibility, and idea validation
Turn each early win into a mini case study with before and after
Feature social proof on homepage, pricing page, demo deck, and proposals
Add Wall of Love section once 5 to 10 quotes are collected
Use logos of partner universities or incubators with permission
Capture webinar attendee quotes if buyer fit is strong

Conversion Rate Insights

Track visits to pricing, demo bookings, trial starts, trial activation, paid starts
Define activation as creating first cohort and first idea submission
Estimate early benchmarks: 3 to 8 percent visitor to trial
Estimate early benchmarks: 20 to 30 percent trial to demo
Estimate early benchmarks: 15 to 25 percent demo to paid
Review where leads stall: signup, setup, demo, proposal, payment
Improve one step each month, not the whole funnel at once
Tag every lead by segment to see best converting audience first
Prioritize Colombia university and incubator leads in early tests

Urgency and Offers

Position trial as fastest way to launch one active cohort this month
Offer founding customer pricing for first 10 paying organizations
Give first cohort setup support free if they start before trial ends
Offer pilot pricing for 30 days with upgrade after proof of use
Use deadline based CTA after webinars: book demo within 72 hours
Offer bonus cohort template for universities that start this month
Offer mentor scorecard template for incubators that activate in 7 days
Use scarcity honestly: limited founder onboarding slots each month

Guarantees and Risk Reversal

Offer cancel anytime monthly plan to reduce commitment fear
Promise guided setup call for every first paying account
Offer 14 day paid plan refund if setup is not completed together
Give onboarding success checklist so buyers know what happens next
Promise data export access to reduce platform lock in concern
State no long term contract required for pilot accounts

Shock and Awe

Send personalized audit of their current idea workflow after demo
Give a free scorecard template for evaluating startup ideas
Share a sample cohort dashboard with their logo mocked up
Send handwritten thank you note to top local prospects after meetings
Offer custom first cohort blueprint for qualified buyers
Give a one page innovation program KPI template after webinar

After (Customer)

1. How I Deliver a World Class Experience

Onboarding Experience

Instant trial welcome email in Spanish with 3-step setup checklist
First-login tour shows how to submit, score, and validate one idea
Prebuilt program template for incubators, classes, and innovation teams
15-minute kickoff call offered after trial signup for team admins
Admin setup form captures cohort size, goals, and review process
7-day quick-start email series with one action per day
Sample idea and sample scorecard loaded into new accounts
Clear success milestone: launch first idea review within 7 days

Communication Cadence

Day 1 email: setup checklist and training links
Day 3 email: how to invite mentors, evaluators, or participants
Day 7 check-in email with usage tips based on account activity
Mid-trial message highlights wins and blocked steps
3 days before trial ends, send upgrade options and ROI summary
Monthly customer email with product updates and best practices
Quarterly admin check-in for paid teams to review adoption and goals
Support replies within one business day via email or WhatsApp

Client Education

Spanish help center with short articles and screenshots
2-minute videos for idea capture, evaluation, and validation steps
Launch kit for program managers with rollout email templates
Evaluator guide with simple scoring rules to improve consistency
Participant worksheet: from idea to business model in clear stages
FAQ for non-technical users to reduce setup hesitation
Monthly live webinar: how to run a better innovation cohort
Downloadable checklist: signs an idea is ready for next stage

Personalized Touches

Welcome email uses program name, cohort name, and launch goal
Hand-signed digital note from founder after first paid upgrade
Celebrate first 10 ideas submitted with a branded milestone email
Celebrate first validated idea with shareable team graphic
Birthday or work-anniversary note for main admin when known
End-of-cohort congratulations email with outcome summary template
Thank-you message after feedback submissions with next-step update

Visuals and Documentation

Clean dashboard showing idea stage, owner, and next action
Weekly admin digest with new ideas, stalled ideas, and top activity
Exportable progress report for sponsors, faculty, or leadership
Before-and-after recap: from raw idea list to validated pipeline
Trial-end summary with ideas created, reviews done, and team usage
Simple color-coded stages to spot bottlenecks fast

Feedback and Proactive Support

In-app prompt after key actions asks: was this easy to complete?
Trial users get a 2-question feedback form on day 5
Flag inactive trials after 3 days and send rescue tips
If no ideas are added, trigger email with sample workflow video
Lost deal survey asks why they did not move forward
Cancelled accounts get exit survey and 30-day reactivation offer
Track repeated support questions to improve help docs monthly
Founder reviews all early customer feedback weekly

Guarantee or Promise

Free trial with no credit card lowers risk to start
Cancel monthly plan anytime from account settings
If onboarding issue blocks launch, extend trial by 7 days
Promise: first idea workflow live in under 30 minutes

Operational Excellence

Spanish-first experience for Colombia with clear, simple labels
Mobile-friendly screens for busy managers reviewing on the go
Standard response templates keep support clear and consistent
Bug reports acknowledged same day with status update
New users see only essential steps to avoid overwhelm
Product updates shipped with release notes and short explainer video
Internal checklist ensures every trial gets the same core touchpoints

2. How I Increase Customer Lifetime Value

Renewals & Contracts

Add annual plan with 2 months free for teams after trial ends
Offer 90 day pilot to annual conversion credit for first invoice
Lock launch pricing for 12 months when clients prepay annually
Add multi cohort contract for universities and incubators with seat rollover
Start renewal outreach 45 days before term end with usage report
Offer renewal bonus workshop for annual renewals above 20 seats

Upsells & Cross-Sells

Add paid onboarding package with workspace setup and admin training
Add mentor reviewer seats for program judges and external evaluators
Add branded portal option for universities and incubators
Add analytics add on with cohort progress and idea stage reports
Add submission review service for teams needing evaluation support
Add Spanish training sessions for new cohorts each semester
Add extra storage and export pack for organizations managing many cohorts

Bundling & Packaging

Create Starter plan for one cohort up to 25 participants
Create Growth plan for multiple cohorts with mentor seats and reports
Create Enterprise plan with branding, onboarding, and priority support
Bundle annual plan with onboarding and 2 live trainings at launch
Bundle university semester package with fixed dates and cohort templates
Bundle incubator package with mentor access and validation scorecards

Custom Services and Personalization

Offer white glove setup for idea stages, scorecards, and workflows
Build custom evaluation rubrics for innovation teams and faculty
Add quarterly business review call for accounts above 50 seats
Offer migration service from spreadsheets into CleverIdea templates
Provide custom progress dashboard for directors and sponsors

Pricing Strategy

Raise effective price per active account with seat minimums for B2B teams
Set 10 seat minimum on team plans to protect margin and reduce tiny accounts
Price annual plans 15 to 20 percent below monthly equivalent
Charge setup fee on plans with onboarding to increase cash flow
Offer semester pricing for universities and 6 month pricing for incubators
Review competitors in LATAM and global idea management tools every quarter
Increase price 10 to 15 percent once 3 case studies and onboarding are ready
Keep trial short at 14 days and require work email to improve fit

Customer Data and Insights

Implement a CRM like HubSpot free to track trial, sale, renewal, and churn
Track activation events like first idea, first review, and first validation
Flag churn risk when no admin login occurs for 14 days
Flag expansion opportunity when seat usage exceeds 80 percent
Send monthly usage reports to program managers with wins and gaps
Survey churned trials to learn missing features and pricing objections
Tag accounts by segment: university, incubator, corporate, consultant
Measure cohort completion rate to identify best retention segments

3. How I Orchestrate And Stimulate Referrals

Referral Incentives

Give 1 free month for each referred client who becomes paid
Give the new client 20% off first 2 months after the trial
Offer 3 free setup sessions after 3 successful referrals
Cap rewards at 12 months free to protect margins

Shareable Assets

Create a simple referral landing page with clear offer and proof
Add one click email invite text for program directors
Add one click LinkedIn message for innovation managers
Create a short PDF for peers: from scattered ideas to one process
Make a Spanish case summary template for client wins
Add referral link inside app trial dashboard and billing emails

Timing and Triggers

Ask after trial success: first ideas uploaded and reviewed
Ask after first cohort launch inside CleverIdea
Ask when client renews month 2 or upgrades seats
Ask after positive feedback call or onboarding completion
Trigger referral email when user invites 5 plus participants
Add staff script at end of demo and success check in

Client Success Stories

Collect a short quote after first visible program result
Use a 3 question form: problem, result, recommendation
Turn wins into LinkedIn posts tagged to client brand when approved
Create mini case studies for universities and incubators
Highlight metrics like ideas submitted, teams active, reviews done

Referral Contests

Run a quarterly top connector award for warm introductions
Prize: free month plus featured partner spotlight on LinkedIn
Reward quality meetings booked, not raw names submitted
Keep rules simple with a shared leaderboard by email

Partner or Affiliate Programs

Partner with consultants running innovation workshops
Partner with incubators and university entrepreneurship centers
Offer 20% recurring commission for 6 months per paid account
Give partners a co branded demo deck and referral tracking link
Recruit 5 founding ambassadors in Colombia first
Track referrals in a simple sheet until CRM is added

Thank-You Experience

Send a personal thank you email within 24 hours of each intro
Record a short custom video thanking top referrers
Mail a small coffee gift card after first paid referral
Feature top referrers in a monthly community shoutout
Give early access to new features for repeat referrers

Wydea

Your 1-Page Marketing Plan is Ready!