2014 Marketing Planning Tool Example

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2014 B2B Demand Generation Plan

Grow - Increase revenue / margin Contribution from the existing customer base
Retain - Reduce Churn of existing customer base
Acquire - Acquire New Logo customers

Goals

Objectives

Strategies

Strategies

> DG Q1: Develop Programs baseline by March 31st


> DG Q2 - Q4: Improve on baseline by XX% in 2014
> LG Q1/2: LDR Conversion Rates MCL>XX% MQL> XX% SQL> XX% OPP
> LG Q3/4: LDR Conversion Rates MCL> XX% MQL> XX% SQL> XX% OPP
> Execute new customer Acquisition Campaigns
> Drive Prospects to Website to advance buying process
> Executive x-sell/upsell campaigns to drive additional revenue/margin from
customers
> Generate leads from existing ad placements or sponsorships to achieve goals
> Engage new customer prospects through Social Media
> Generate referrals through Partners, Affiliates, Channels, Associations, etc.
> Explore mobile messaging options (and execute programs as appropariate)

Tactics

Audience Check-off

Goal Check off

Execution

Mktg Ops

Sales
Regions

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Company Campaign Analysis and updates

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Company Campaign Q3/Q4 Heavy Roll-out: Harvest learnings to drive maximum inquiries

Agencies

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Develop a Propensity to Buy Formula


Establish a Universe of target site owner prospects
Buy customer lists to reach target prospects not in database
Develop a media plan to reach target audience
Integrate outbound marketing with direct mail, email, banners, search keywords

Copany Internal Campaign Announcements,


Company 'Lite' Campaign #1: Develop CTA's, Landing Pages, HPS Campaign Elements
Company Q2 Steady Drip: Google Adwords, LinkedIn Targeted Ads
Company Q2 Retargeting Campaign - Execute ads to visitors of Company Website
Develop Webinar series
Company Campaign #2: Update CTA's, LP's, Campaign Elements. Create New Elements

> Drive Prospects to Company Website to


advance buying process
Develop new microsites, elements of Company Website
Provide new visitors with a compelling experience highlighting Company value prop
Develop trust and credibility through customer testimonials
Ensure prospects are able to achieve top goals of site through exceptional UX
Optimize website for Search Engine Optimization
Create a responsive design website for various devices (computer, mobile, tablet, etc.)

> Executive x-sell/upsell campaigns to drive additional revenue from customers

Sales Team

GTM
Partners

Company

Sales
Regions

Grow

Retain

Acquire

Company

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Affiliates, Channel,
etc.
Assoc.

Mktg Ops

Sales
Regions

Grow

Retain

Acquire

Sales Team

GTM
Partners

GTM
Partners

Mktg Ops

Build Company B2B LI Page

Build Company B2B Twitter account

Generate scheduled updates

Develop discussions based on Persona objectives and obstacles

Affiliates, Channel,
etc.
Assoc.

Mktg Ops

GTM
Partners

Grow

May

June

July

August

Sept

Oct

Nov

Dec

Jan

Feb

March

April

May

June

July

August

Sept

Oct

Nov

Dec

Jan

Feb

March

April

May

June

July

August

Sept

Oct

Nov

Dec

Retain

Jan

Feb

March

April

May

June

July

August

Sept

Oct

Nov

Dec

Agencies

Jan

Feb

March

April

May

June

July

August

Sept

Oct

Nov

Dec

Jan

Feb

March

April

May

June

July

August

Sept

Oct

Nov

Dec

Support
(internal or
External)

Agencies

Acquire

Company

Support
(internal or
External)

Agencies

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X
X

Company

Support
(internal or
External)

Leverage B2B Website for delivery

Utilize LinkedIn as the vehicle for referrals

Grow

April

Company

Acquire

GTM
Partners

March

Sales Team

Feb

Acquire

Sales
Regions

Jan

x
x

Develop referral program

> Generate referrals through Company Partners,


Affiliates, Channels, Associations, etc.

Dec

Sales Team

Nov

Retain

Sales
Regions

Affiliates, Channel,
etc.
Assoc.
Comprehensive LinkedIn Acquisition campaign plan

Oct

Grow

GTM
Partners

Sept

Agencies

Sales Team

August

July

X
X
X

Sales
Regions

June

May

Mktg Ops

April

Support
(internal or
External)

March

x
x

Affiliates, Channel,
etc.
Assoc.

Feb

Company

Develop Campaign for New Targets (Quarterly roll-outs to new contacts)

Jan

x
x

Mktg Ops

Sales Team

Agencies

x
x

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Launch cross-sell/upsell campaign #2

> Engage new customer prospects through Social


Media

Acquire

Support
(internal or
External)

Develop Automated Campaign for New Targets (Quarterly roll-outs to new contacts)

Utilize new creative strategy to shift mental B2B attributes

Retain

Affiliates, Channel,
etc.
Assoc.

Launch cross-sell/upsell campaign #1

> Generate leads from existing ad placements or sponsorships to achieve goals

Grow

Support
(internal or
External)

Timing

Affiliates, Channel,
etc.
Assoc.

> Execute new customer acquisition Campaigns

Retain

Affiliates, Channel,
etc.
Assoc.

Mktg Ops

Sales
Regions

Grow

Retain

Acquire

Company

Support
(internal or
External)

Agencies

Offer mobile opt-in for communications

Develop mobile strategy

> Explore mobile messaging options (and execute programs as appropriate)

Sales Team

GTM
Partners

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