Marketing Opp-LeadGen Plan Template Preview

The Best Laid Plans

Happy Q2 folks! I just reread our 2020 goals and let’s just say they did NOT age well. Back in February I felt beleaguered that our plans weren’t coming to fruition fast enough.  I tried taking solace in new ideas like our own conference (ha!) and Mastermind event series (hahaha!) to build community.

Let’s also remember that my personal theme for 2020 was HOST.  Oh, the irony.

How to regroup?

We’re past the initial shock and have settled into a new routine of work/childcare shifts and relationships via Zoom. And amidst all of this change, I find myself wondering what success looks like right now. Goals can be incredibly stabilizing, and I’m ready to recreate our plans into something motivating and realistic. Maybe you are too. 

Using a model, I’m validating what shifted and creating new assumptions:  What is realistic and achievable through the end of the year?  The goal is to move out of “free fall” and “fire drill”.  Once we quantify the new reality, we can reallocate resources to the tactics that are still fruitful.

This template includes opportunity models for new and existing business (because the assumptions are likely different), and a lead gen plan.  You plug in:

  • your revenue goals
  • sales capacity
  • sales cycle
  • ASP
  • and funnel conversion rates

The model will do the rest and calculate how many ops you need.  And it will show you the cost of the leads and opps to get there.

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