Two Types of CTAs

Direct CTAs

For prospects ready to engage. These lead to conversations, demos, or meetings. Use when the hero is ready to act.

Transitional CTAs

For prospects not yet ready. These offer value (guides, checklists) in exchange for continued engagement. Use to nurture.

Direct CTAs by Persona

Best Practice

Always use the persona-specific CTA when you know your audience. The more specific the CTA, the more relevant it feels, and the higher the conversion rate.

Enterprise Leader

"Schedule an Enterprise Strategy Conversation"

When to use: Enterprise sales outreach, C-suite communications, multi-brand discussions, M&A conversations.

Ben Parker (Operations)

"Schedule an Operations Workflow Review"

When to use: Operations manager outreach, site-level contacts, day-to-day operational discussions.

Erin Brooks (Healthcare)

"Schedule a Procurement Optimization Session"

When to use: Healthcare-specific outreach, procurement teams, compliance-focused discussions.

Transitional CTAs

Use these when the prospect isn't ready for a conversation but you want to provide value and stay connected.

Persona Transitional CTA Asset Type
General/Enterprise "Download the CNA Overview Guide" PDF Guide
Ben Parker "Download Ordering Checklist" Checklist
Erin Brooks "Healthcare Procurement Workflow Guide" Industry Guide

Where to Place CTAs

Website

  • Header: Direct CTA (always visible)
  • Hero section: Direct CTA + Transitional CTA
  • After each section: Relevant transitional CTA
  • Footer: Direct CTA

Emails

  • End of email: One clear CTA (not multiple)
  • P.S. line: Optional transitional CTA
  • Signature: Link to scheduling page

Sales Decks

  • Final slide: Direct CTA with next steps
  • Throughout: Avoid CTAs mid-deck (distracting)

CTA Best Practices

Clarity Over Cleverness

CTAs should be crystal clear. The prospect should know exactly what will happen when they click. "Schedule a Conversation" beats "Let's Chat" beats "Click Here".

  • Use action verbs: Schedule, Download, Get, See, Start
  • Be specific: "Strategy Conversation" not just "Conversation"
  • Match the commitment: High-commitment CTAs for ready prospects
  • One primary CTA: Don't give too many options
  • Create urgency (sparingly): Only when genuine

Quick Reference - All CTAs

Type Persona CTA
Direct Enterprise Schedule an Enterprise Strategy Conversation
Direct Operations Schedule an Operations Workflow Review
Direct Healthcare Schedule a Procurement Optimization Session
Transitional General Download the CNA Overview Guide
Transitional Operations Download Ordering Checklist
Transitional Healthcare Healthcare Procurement Workflow Guide