Demand Management Planning Template
Leverage the proven Demand Management Planning template to develop a follow-up process that will optimize the conversion of marketing qualified leads to qualified sales opportunities for Sales to meet or exceed their targets, each and every quarter.
What You Get
- 24 professionally designed PowerPoint slides (editable).
- A proven process, strategy, tactics, diagrams and practical examples.
- Download now and optimize the conversion of marketing leads to sales qualified opportunities.
Download the Demand Management Planning Template to optimize the marketing spend on demand creation programs to build a predictable, sustained flow of qualified sales opportunities for the sales team to close.
The processes that are shared to design, develop and execute a Demand Management Planning Template have been tested at Fortune 1000 companies, startups and have been used in an advanced marketing class taught at the executive MBA level.
Demand Management Planning Template
Leverage a proven lead management follow-up process that will optimize the conversion of marketing leads to qualified sales opportunities for Sales to meet or exceed their revenue targets.
The Demand Management planning template is designed for Marketer’s to proactively build a plan to methodically follow-up on each and every lead generated by demand generation programs in a comprehensive, managed, repeatable process.
The scope of the Demand Management Planning Template spans creating demand management strategy through tactical execution. Specifically, the marketing PowerPoint template walks through the key components of an integrated plan, outlines a proven process and provides tactical guidance through examples of demand management plans.
By following the demand management template you will learn how to efficiently and effectively follow-up on leads to optimize conversion to qualified opportunities. The demand management template outlines how to establish roles, responsibilities and terminology for sales and marketing to work together. Processes for lead scoring, lead nurturing and the 10 touch follow-up model are summarized as well as how to establish a proper hand-off to sales, establish relevant metrics and a develop an actionable scorecard.
The demand management PowerPoint template walks through the people, teamwork, processes and systems necessary to generate the desired multiple of qualified opportunities for sales to meet or exceed their targets. The processes that are shared to build a demand management planning template has been tested at Fortune 1000 companies and startups and have been used in an advanced marketing class taught at the executive MBA level.
Downloading the Demand Creation PowerPoint template provides a framework for building a Demand Management plan that will optimize conversion of marketing qualified leads to qualified sales opportunities.
Leverage Go to Market Planning Templates
Proven at G1000 and Startups to effectively develop and execute go to market plans
Provides a huge head start start to the go to market team
Go to market plans are built in PowerPoint and fully editable
Every company should have a go to market process. Go to market functions, such as sales, marketing, and product management, development, services and support need to integrated into the go to market plan. Each function in the organization needs to prepare go to market strategies that cascade down from the company’s objectives.
Build a powerful, integrated go to market system by leveraging a proven go to market strategy template. An effective go to market plan provides structure by providing the go to market strategies to guide operational execution. A go to market plan enables a company to identify the target market and design unique value propositions tailored to specific customer segments and to the company’s unique differentiation. A go to market plan enables a company to deliver its offering to the marketplace and to continually refine them based on rich, informative, continuous feedback.
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B2B direct sales people can all benefit from a sales strategy template. A sales strategy example is provided in the download that outlines how a b2B direct sales person can research an account and orchestrate resources to effectively sell.
A sales plan example is perfect for B2B direct sales people to populate with all of their knowledge of the account and the resources available to them through their organization. Creating an integrated and holistic plan will streamline customer acquisition and up-sell opportunities.
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Foundational building blocks are designed to help you bring your offering to market. This go to market strategy templates facilitates the transfer of the offering from development to the market. All of the technology now needs to be translated into go to market messages that can be used to find, attract, engage and convert prospects to customers. All of the templates and worksheets to create compelling sales messages are included in this go to market template.
This go to market template includes examples of go to market models for product lifecycle, market sizing and technology adoption. Also included are go to market strategy examples for the market landscape, use cases, unique selling propositions for personas and unique differentiation are included in this of to market strategy template.
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B2B lead generation is often not given the time, attention and resources that it deserves as the correlation between marketing and sales is not understood. An effective integrated lead generation plan is part of the sales process and sales and marketing jointly design, develop, execute, track manage and continually improve the process. A lead generation plan that is not grounded in the customer buying process or tied the the sales plan is doomed from the start. Follow the lead generation example in the lead generation planning template to build your own plan to acquire and retain customers.
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The core to any lead management system is marketing automation and intelligence. The lead management process has to be through through from the sales person’s perspective and created before lead generation programs are set in motion. Components of an effective lead management plan include: a target account profile, a qualification matrix, lead scoring, lead routing, lead escalation, lead nurturing, clear terms and definitions, lead hand-off processes and synchronized marketing and sales automation systems.
<< Download a template for a best-in-class Lead Management Process now >>
If you choose to raise money for your startup then you will need to create an investor presentation (pitch deck, the deck). Unfortunately, some startups are so passionate about what they do that they do not develop an effective pitch deck. The investor presentation is left to the end and the visual presentation of the story is not on par with the verbal explanation. An ultimate pitch deck for startups includes a small number of slides (10 -15) that need to be polished so that you can make a great first impression. The investor presentation template includes examples on an investor pitch deck. Not all the slides in the investor presentation example need to be used and the order of the deck will vary, based upon how you tell your story, but the deck facilitates the development and delivery of a winning investor presentation.
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A value proposition is a statement that communicates perceived value form the buyer’s perspective. Positioning is a concept that places competitors relative to one another. And, messaging are the communications that a company develops to highly targeted segments and specific personas in the customer buying process.
Positioning is an integral part of persona-based marketing, especially as you formulate your content strategy and messaging. Messaging is a subset of positioning. It’s the art of defining what you will say and how you will say it to the personas you are targeting. Messaging is the intermediary step between positioning and content creation.
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Effective B2B content marketing requires the orchestration of content providers, a content calendar, content platforms and specific activities for each piece of content. The best-in-class B2B content marketers create a meaningful and relevant story for each persona in the customer buying process. A successful B2B content marketing plan will focus is on identifying with business problems that are real for the audience and business outcomes that create a sense of urgency and secure funding.
Leverage this proven content strategy template to build your content marketing plan to engage prospects and convert them to customers.
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This is the ultimate guide for guiding follow-up conversations with prospects and qualified leads to convert them to qualified sales opportunities.
A call guide framework is much more effective and natural for a sales development (SDR) than a call script. An SDR call guide must be integrated with the lead generation team as they usually contribute up to 50% of the sales pipeline. And, the call guide for an SDR has to be consistent with the sales process as qualified sales leads are passed from the SDR to the inside sales rep or field sales rep with the goal of conversion to a qualified sales opportunity. Use this B2B call guide to bring marketing, sales development and sales onto the same page with the same goal.
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Creating a social media plan and the corresponding social media strategy takes time to develop and not all digital marketers have enough time in the week to build a plan. The online landscape constantly changes (platforms and audiences) and that requires a dynamic process to adapt.
A social media strategy template should specify the desired business goals that social media activity will help meet. The goals should be SMART – specific, measureable, attainable, relevant and time-based. It is useful to document when to act and to have a standard set of dashboards, metrics and KPIs to measure progress.
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In the digital age, a website frequently serves as your business or organization’s front entrance through which many prospects and customers will connect with you. Your website should provide a professional on-line experience that will generally enhance your organization’s image and branding, as well as move prospects through the sales process.
This is a sample website proposal template that shows an example of how to pitch your organization to secure funding for a new website or a facelift to an existing website. The scope of the website proposal includes business objectives, target audiences, website strategies, UX, website features, enabling processes, success metrics, critical success factors, deliverables.
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