5. Best Practices & Troubleshooting Tips

Use Clear Naming Conventions

Use Clear Naming Conventions: For funnels, personas, and email templates.
E.g., ABM_FinTech_CMO_USA_Q3_2025

Limit Personas: Stick to 3–5 core buyer roles to avoid overly complex flows.

Validate CSVs Locally First: Open your CSV in Excel/Sheets to remove extra whitespace or formatting before uploading.

Test with a Small Batch: Launch a pilot run of 10–20 leads to confirm your flows behave as expected before scaling.

Use A/B Testing Sparingly: Only test subject lines or email body variations that differ meaningfully.

Too many variants confuses metrics.

Monitor Engagement Closely First 48 Hours:
If open rates < 20%, adjust subject lines.
If click rates < 5%, improve CTAs or email copy.

Pause on Errors: If you notice a spike in bounces or unsubscribes, pause, resolve content issues, then resume.

Archive Dormant Leads: Leads with no activity after 30 days can be exported and archived.
Consider a re-engagement drip later.