Reddit Marketing Plan

Stage
Mktg Type
Goal
Create Know Generate Like Website SEO LinkedIN Q &A Blogging Speaking Webinars Knowledge Vision Newsletter Webinars 1:1 Offers Value Content Brand Elements Seminars (educational) Case Statement Success Stories Company Story Samples Brand Elements (responsiveness, educational) Paid Trial Perfect Intro Sales Procs Review Welcome Kit
Tactics
FB+LI Ads Reviews Quotes Networking Surveys Contests Banner Ads Sponsorships Pop Up Shops Target Direct Mail Testimonial Stories & video Twitter Blogging Slideshare YouTube Talkable Gimmick Sales Presentation White Papers 1:1 Entertainment Proof Items Starter Offers Affiliate Referral Platform Cust. Bill of Rights Customer Portal Customers Groups (Advisory, Practical, Networking) Welcome/Orientation Seminar Mailing List Registrations PR Traditional Ads Direct Mail Tradeshows Lumpy Mail Knocks Tele-Discovery YouTube Slideshare Conversations (phone & F2F) Educational email series Group Entertain-ment Reviews
Suspect Net New Move Suspect Marketing to Prospect
Prospect Move Prospect to Lead
Nurture Marketing
Establish Like Begin to Build Trust
Lead - Move Lead to Customer
Sales Process Establish Trust Begin to get trial or buy
Trials (audits, estimates, reviews) LinkedIn Twitter Facebook Blogging
Customer Gain repeat purchases & referrals
Current Customer Marketing
Get paid trials Have customers purchase Set stage for repeat purchase & referrals
Sat. Customer Customer Delight Programs Evangelist Referral Marketing Programs
Repeat purchase Get Referrals Create ongoing referrals
Cust. Newsletter All of above in customer + Add-On Webinar/Seminar Pass-on offers Surveys Pass Along Cards Referral Incentives Pass-on offers Bill Stuffers Joint Marketing Advisory Board Live Testimonials Video Testimonial Door Hangers Co-branded Microsite Joint Networking
This is my marketing plan. I typically plan for an entire quarter, with some minor plannin the year. This plan and is frequently updated as I come up with new ideas or someone several software firms. Two of these firms have what is called an MDF, or Marketing Dev Each of these publishers requires their own individual marketing plan. I simply copy an chane to
Marketing Plan Worksheet Lead Generation - New System & Cross Product Sales
Apr-13
Date Last Updated:
Activity Web Web Email Webcast Webcast Total May-13
Description Leads Generated from website SEO Product A Drip Campaign ARA Rental Market Metrics 29 Minute Webcast: FAS
Notes
Date to be completed On-going On-going
Product A SaaS Preview Environment Sent by Rental
On-going 4/23 4/23
Activity Web Email Webcast Webcast Direct Mail Webcast Total Jun-13
Description Leads Generated from website Product A Drip Campaign 29 Minute Webcast: CRM ARA Rental Market Metrics Gift Campaign with handwritten letters and follow-up call 29 Minute Webcast: HRMS
Notes
Date to be completed On-going On-going 5/8 5/16 5/20 5/21
Project Navigator Sent by Rental Prospects in CO and TX
Activity Web Email Telemarketing Live Seminar Live Seminar Live Seminar Live Seminar Live Seminar Live Seminar Live Seminar Live Seminar Webcast Webcast Live Seminar Live Seminar Live Seminar Live Seminar Web Cast
Description Leads Generated from website Product A Drip Campaign Hoovers Subscription Cloud 101: Your Firm In The Cloud Product B User Group Meeting Product B User Group Meeting Product B User Group Meeting Product B User Group Meeting Product A User Group Meeting: Advanced Financial Reporting Cloud 201: What You Need to Know About Security Product A User Group Meeting: Advanced Financial Reporting Product B User Group Meeting ARA Rental Market Metrics Product A User Group Meeting: Advanced Financial Reporting Product A User Group Meeting: Advanced Financial Reporting Cloud 201: What You Need to Know About Security Cloud 201: What You Need to Know About Security Product A User Group Meeting: Advanced Financial Reporting
Notes
Date to be completed On-going On-going 6/4 6/10 6/11 6/12 6/12 6/13 6/13 6/18 6/19 6/19 6/20 6/20 6/25 6/25 6/27 6/27
Arizona market Honolulu Houston Honolulu San Antonio Denver Honolulu Houston Houston Web Sent by Rental San Antonio Denver San Antonio Denver Web
Total Jul-13 Date to be completed On-going On-going On-going
Activity Web Web Email
Description Leads Generated from website SEO Product A Drip Campaign
Notes
Webcast
Webcast Webcast Tradeshows/Event Product B Trade Show s Total Aug-13
Cloud 201: What You Need to Know About Web Security ARA Rental Market Metrics Sent by Rental 29 Minute Webcast: BIE Advanced Reporting
7/2 7/18 7/24 7/26
Activity Web Email Webcast Webcast Webcast Webcast Total Sep-13
Description Leads Generated from website Product A Drip Campaign 29 Minute Webcast: FAS ARA Rental Market Metrics 29 Minute Webcast: CRM 29 Minute Webcast: HRMS
Notes
Date to be completed On-going On-going 8/8 8/15 8/22 8/27
Sent by Rental
Activity Web Email Live Seminar Live Seminar Live Seminar Live Seminar Live Seminar Live Seminar Webcast Live Seminar Live Seminar Webcast
Description Leads Generated from website Product A Drip Campaign Product B User Group Meeting Cloud 201: What You Need to Know About Security Product A User Group Meeting Product B User Group Meeting Product B User Group Meeting Product A User Group Meeting Product B User Group Meeting Product A User Group Meeting Cloud 301 ARA Rental Market Metrics
Notes
Date to be completed On-going On-going 9/10 9/10 9/10 9/11 9/12 9/17 9/18 9/18 9/19 9/19
Houston Honolulu Honolulu San Antonio Denver Denver Web Houston Denver Sent by Rental
Live Seminar Live Seminar Live Seminar Web Cast Total Oct-13 Activity Web Web Advertising Email Webcast Webcast Total Nov-13
Product A User Group Meeting Cloud 301 Cloud 301 Product A User Group Meeting
San Antonio Houston San Antonio Web
9/19 9/25 9/26 9/26
Description Leads Generated from website SEO Rental Magazine: Software Issue Product A Drip Campaign Cloud 301 ARA Rental Market Metrics
Notes
Date to be completed On-going On-going October On-going 10/2 10/17
Announce ARA webcasts Web Sent by Rental
Activity Web Email Webcast Total Dec-13
Description Leads Generated from website Product A Drip Campaign ARA Rental Market Metrics
Notes
Date to be completed On-going On-going 11/21
Sent by Rental
Activity Web Email Live Seminar Live Seminar
Description Leads Generated from website Product A Drip Campaign Product B User Group Meeting Product B User Group Meeting
Notes
Date to be completed On-going On-going 12/10 12/10
Houston Honolulu
Live Seminar Live Seminar Live Seminar Live Seminar Webcast Live Seminar Live Seminar Webcast Webcast Total
Product B User Group Meeting Product A User Group Meeting Product B User Group Meeting Product A User Group Meeting Product B User Group Meeting Product A User Group Meeting Product A User Group Meeting ARA Rental Market Metrics Product A User Group Meeting
San Antonio Honolulu Denver Denver Web Houston San Antonio Sent by Rental Web
12/11 12/11 12/12 12/17 12/18 12/18 12/19 12/19 12/27
Yearly Totals
Product B Group Meetings
Product A User Group Meetings
Cloud Lunch & Learns
ARA Rental Market Metrics Webcast
Gift Campaign
Product A Nurture Email
Direct Mail Webcast Email
Advertising Live Seminar
Telemarketing Web Trade Show/Event Lead Nurturing Other
ith some minor planning into the subsequent quarters. There are some events that have already be h new ideas or someone makes a request. One thing you'll notice is the MDF column under budget. M MDF, or Marketing Development Fund set aside and they give me money to help with marketing for g plan. I simply copy and paste the relevant marleting campagns from this sheet into the next two chane to the MDF I have them tied back into this sheet.
Date Last Updated:
4/8/2013
Reach and Goals Date Prospect Customer Qualified Completed List List Leads Goal On-going On-going On-going 12,000 300 148 448 23 5 3 0 N.A. N.A. N.A. N.A. 15 Closed Goal
Budget Qualified Leads 14
Results
Budget ($) $550 $3,900 $0 $907 $0 $5,357
MDF ($) Raw Leads $0 $0 34
12,000
$0
34
14 Results Qualified Leads
Reach and Goals Date Prospect Customer Qualified Completed List List Leads Goal On-going On-going N.A. N.A. 198 300 15 5 5 5 3 33 0 Closed Goal
Budget
Budget ($) $550 $0 $0 $907 $1,000 $0 $2,457
MDF ($) Raw Leads $0
12,000 20
$0 $500
127 12,020 625
$500
0 Results
Reach and Goals
Budget
Date Prospect Customer Qualified Completed List List Leads Goal On-going On-going N.A. 7,500 600 N.A. 20 50 7 3 2 3 1 2 5 3 1 5 3 1 5 4 1 116
Closed Goal
Budget ($) $550 $0 $2,400 $1,200 $500 $1,000 $500 $400 $1,200 $1,000 $800 $0 $907 $600 $400 $1,000 $800 $0
MDF ($) Raw Leads $0 $1,000 $1,350 $250 $500 $250 $200 $550 $800 $400 $0 $300 0 $800 $400
Qualified Leads
100 600 100 500 200 100
1,000
100 600 1,200 300 500 200
12,000
1,000 1,000
100 150 1,200
23,100
5,950
$13,257 Budget
$6,800
Reach and Goals Date Prospect Customer Qualified Completed List List Leads Goal On-going On-going On-going N.A. N.A. N.A. N.A. 20 Closed Goal
Budget ($) $550 $3,900 $0
2,000 12,000 1,000 N.A. 15,000
500 300 1,000 N.A. 1,800 38
3 5 5 5 0
$0 $907 $0 $1,000 $6,357 Budget Closed Goal $550
$0
Reach and Goals Date Prospect Customer Qualified Completed List List Leads Goal On-going On-going N.A. N.A. 148 300 198 127 773 34 20 3 5 3 3 0
Budget ($) $550 $0 $0 $907 $0 $0 $1,457 Budget
12,000
$0
12,000
$0
Reach and Goals Date Prospect Customer Qualified Completed List List Leads Goal On-going On-going N.A. N.A. 600 600 100 200 500 200 200 1,200 600 150 300 20 3 7 7 3 1 1 1 3 4 5 Closed Goal
Budget ($) $550 $0 $500 $1,200 $1,200 $500 $300 $1,000 $0 $800 $800 $907
MDF ($) Raw Leads $0 $250 $0 $550 $250 $150 $500 $400 $0 $0
1,000 12,000
1,000 1,000
500 100 100 1,200 5,950 69
3 5 5 1 0
$600 $1,000 $1,000 $0 $10,357 Budget Closed Goal
$300 $500 $500
15,600
$3,400
0 Results
Reach and Goals Date Prospect Customer Qualified Completed List List Leads Goal On-going On-going On-going 2,000 500 3 N.A. N.A. N.A. N.A. 20
Budget ($) $550 $3,900 $2,614 $0 $0 $907
MDF ($) Raw Leads $0 $0 $0
Qualified Leads
$0 $0 0 0 Results Qualified Leads
2,000
500
23
$7,971 Budget
Reach and Goals Date Prospect Customer Qualified Completed List List Leads Goal On-going On-going N.A. N.A. 20 Closed Goal
Budget ($) $550 $0 $907
MDF ($) Raw Leads $0 $0 $0 0
20
$1,457 Budget
Reach and Goals Date Prospect Customer Qualified Completed List List Leads Goal On-going On-going N.A. N.A. 20 Closed Goal
Budget ($)
MDF ($) Raw Leads $0 $0 $0
$0 $0 $0 $0 $0 $0 $0
$907
20
$907
$0
Leads vs. Estimated Close Qualified Estimated Leads Close Goal 376 Leads vs. Estimated Close Qualified Estimated Leads Close Goal 18 Leads vs. Estimated Close Qualified Estimated Leads Close Goal 25 Leads vs. Estimated Close
Budget
Results Qualified Leads 14
Budget ($)
MDF ($) Raw Leads
$49,577
$11,250
34
Budget
Budget ($)
MDF ($) Raw Leads
$3,700
$1,850
Budget
Budget ($)
MDF ($) Raw Leads
$6,600
$3,000
Budget
Results
Qualified Estimated Leads Close Goal 48 Leads vs. Estimated Close Qualified Estimated Leads Close Goal 30 Leads vs. Estimated Close Qualified Estimated Leads Close Goal 5 Leads vs. Estimated Close Qualified Estimated Leads Close Goal 0
Budget ($)
MDF ($) Raw Leads
Qualified Leads 0
$8,000
$4,350
Budget
Budget ($)
MDF ($) Raw Leads
$10,777
$0
Budget
Budget ($)
MDF ($) Raw Leads
$1,000
$500
Budget
Budget ($)
MDF ($) Raw Leads
$0
$0
ts that have already been scheduled and reservations made for later on in column under budget. My compnay is a Value Added Reseller (VAR) for help with marketing for certain events based on my budget for the event. sheet into the next two sheets and send them accordingly. If they make
Results Actual Cost ($) $550
Lead Stage
Cost/Qual Comments Interested ified Lead /Form $39.29
Demo
Propose
Close
$907
$1,457 Results Actual Cost ($) $550
$104.07
0 Lead Stage
Cost/Qual Comments Interested ified Lead /Form
Demo
Propose
Close
$907
$1,457 Results
0 Lead Stage
Actual Cost ($) $550
Demo
Propose
Close
$907
0 Lead Stage
Demo
Propose
Close
$907
0 Lead Stage
Demo
Propose
Close
$907
0 Lead Stage
Demo
Propose
Close
$907
0 Lead Stage
Demo
Propose
Close
$907 $1,457 Results Actual Cost ($) $550 $907 $1,457 Results Actual Cost ($) $550 0 0 0 Lead Stage 0 0 0 0 Lead Stage 0
Demo
Propose
Close
Demo
Propose
Close
$907
$1,457
Results Actual Cost ($) $13,113
Lead Stage
Cost/Qual ified Lead $936.64
Interested /NA Form 0
Demo
Propose
Actual Close
Lead Stage
Cost/Qual ified Lead
Demo
Propose
Actual Close
Results Actual Cost ($) #VALUE!
Lead Stage
Demo
Propose
Actual Close
Results
Lead Stage
Actual Cost ($) $907
Demo
Propose
Actual Close
Results Actual Cost ($) $7,256
Lead Stage
Demo
Propose
Actual Close
Lead Stage
Demo
Propose
Actual Close
Lead Stage
Demo
Propose
Actual Close
This is another individual marketing plan for the other firm that gives me Marketing Deve
Company A Marketing Plan Worksheet Lead Generation - New System & Cross Product Sales
Apr-13
Date Last Updated:
Activity
Description
Notes
Date to be completed
Web Web
Leads Generated from website SEO 5 phrases dedicated to Product A Product A SaaS Preview Environment
On-going
On-going
Email
Product A Drip Campaign
On-going
Total May-13
Activity
Description
Notes
Web Email Total Jun-13
Leads Generated from website Product A Drip Campaign
Project Navigator
On-going On-going
Activity
Description
Notes
Web Email Telemarketing
Leads Generated from website Product A Drip Campaign Hoovers Subscription
Arizona market
On-going On-going 6/4
Live Seminar Live Seminar Live Seminar Live Seminar Live Seminar Live Seminar Live Seminar Live Seminar Web Cast
Cloud 101: Your Firm In The Cloud Product A User Group Meeting: Advanced Financial Reporting Cloud 201: What You Need to Know About Security Product A User Group Meeting: Advanced Financial Reporting Product A User Group Meeting: Advanced Financial Reporting Product A User Group Meeting: Advanced Financial Reporting Cloud 201: What You Need to Know About Security Cloud 201: What You Need to Know About Security Product A User Group Meeting: Advanced Financial Reporting
Honolulu Honolulu Houston Houston San Antonio Denver San Antonio Denver Web
6/10 6/13 6/18 6/19 6/20 6/25 6/25 6/27 6/27
Total Jul-13
Activity
Description
Notes
Web Web Email Webcast
Leads Generated from website SEO 5 phrases dedicated to Product A
On-going
Product A Drip Campaign Cloud 201: What You Need to Know About Web Security
On-going On-going 7/2
Total Aug-13
Activity
Description
Notes
Web Email Total Sep-13
On-going On-going
Activity
Description
Notes
Web Email Live Seminar Live Seminar Live Seminar Live Seminar Live Seminar Live Seminar Live Seminar Live Seminar Web Cast Total Oct-13
Leads Generated from website Product A Drip Campaign Cloud 201: What You Need to Know About Security Product A User Group Meeting Product A User Group Meeting Product A User Group Meeting Cloud 301 Product A User Group Meeting Cloud 301 Cloud 301 Product A User Group Meeting
On-going On-going Honolulu Honolulu Denver Houston Denver San Antonio Houston San Antonio Web 9/10 9/10 9/17 9/18 9/19 9/19 9/25 9/26 9/26
Activity
Description
Notes
Web Web
Leads Generated from website SEO 5 phrases dedicated to Product A
On-going
On-going
Email Webcast Total Nov-13
Product A Drip Campaign Cloud 301
Web
On-going 10/2
Activity
Description
Notes
Web Email Total Dec-13
On-going On-going
Activity
Description
Notes
Web Email Live Seminar Live Seminar Live Seminar Live Seminar Webcast Total
Leads Generated from website Product A Drip Campaign Product A User Group Meeting Product A User Group Meeting Product A User Group Meeting Product A User Group Meeting Product A User Group Meeting
Honolulu Denver Houston San Antonio Web
On-going On-going 12/11 12/17 12/18 12/19 12/27
Yearly Totals
Product A User Group Meetings
Product A Nurture Email
Direct Mail Webcast Email Advertising Live Seminar Telemarketing Web Trade Show/Event Lead Nurturing Other
ives me Marketing Development Funds (MDF $). They require their own plan, but it is the exact sam unrelated products.
4/8/2013
ast Updated:
Reach and Goals
Budget
Resu
Date Qualified Prospect List Customer List Completed Leads Goal
Closed Goal
Budget ($)
MDF ($)
Raw Leads
On-going
N.A.
N.A.
15
$550
34
On-going
N.A.
N.A.
$750
On-going 0 0 15 0 $1,300
$0 $0 34
Reach and Goals
Budget
Resu
Closed Goal
Budget ($)
MDF ($)
Raw Leads
On-going On-going 0
N.A.
N.A.
15
$550 $0 0 $550 Budget $0 0
15
Reach and Goals
Resu
Closed Goal
Budget ($)
MDF ($)
Raw Leads
On-going On-going
N.A. 7,500
N.A.
20 50
$550 $0 $2,400
600
100 100
7 2 5 3 3 1 5 4 1 101 0
$1,200 $1,200 $1,000 $800 $600 $400 $1,000 $800 $0 $9,950 Budget
$850 $550 $500 $400 $300
1,000
100 600 500 200
1,000 1,000
100 150 1,200
$500
11,100
3,050
$3,100
Reach and Goals
Resu
Closed Goal
Budget ($)
MDF ($)
Raw Leads
On-going
N.A.
N.A.
20
$550
On-going On-going
N.A.
N.A.
$750 $0 3 23 0 $1,300 Budget $0 $0 0
2,000 2,000 500
500
Reach and Goals
Resu
Closed Goal
Budget ($)
MDF ($)
Raw Leads
On-going On-going 0
N.A.
N.A.
20
$550 $0 0 $550 Budget $0 0
20
Reach and Goals
Resu
Closed Goal
Budget ($)
MDF ($)
Raw Leads
On-going On-going
N.A.
N.A.
20
$550 $0 $1,200 $1,200 $1,000 $800 $800 $600 $1,000 $1,000 $0 0 $8,150 Budget
600
1,000 1,000 1,000
100 200 200 600 150 500 100 100 1,200 3,150 56
7 7 1 3 4 3 5 5 1
$550 $500 $400 $300 $500 $500
3,600
$2,750
Reach and Goals
Resu
Closed Goal
Budget ($)
MDF ($)
Raw Leads
On-going
N.A.
N.A.
20
$550
On-going
N.A.
N.A.
$750
On-going 2,000 2,000 500 500 23 3 0 $1,300
$0 $0 $0 0
Reach and Goals
Budget
Resu
Closed Goal
Budget ($)
MDF ($)
Raw Leads
On-going On-going 0
N.A.
N.A.
20
$550 $0 0 $550 Budget $0 0
20
Reach and Goals
Resu
Closed Goal
Budget ($)
MDF ($)
Raw Leads
On-going On-going
N.A.
N.A.
20
20
$0
$0
Leads vs. Estimated Close
Budget
Results
Qualified Leads Goal
Estimated Close
Budget ($)
MDF ($)
Raw Leads
293
$23,650
$5,850
34
Budget
Results
Estimated Close
Budget ($)
MDF ($)
Raw Leads
25
$6,600
$3,000
Budget
Results
Estimated Close
Budget ($)
MDF ($)
Raw Leads
48
$8,000
$2,850
Budget
Results
Estimated Close
Budget ($)
MDF ($)
Raw Leads
$0
$0
an, but it is the exact same information on the previous plan that just excludes
Results
Lead Stage
Qualified Leads
Actual Cost ($)
Intere Cost/Qualifi Comments sted/F ed Lead orm $39.29
Demo
Propose
Close
14
$550
14
$550 Results
$39.29
0 Lead Stage
Qualified Leads
Actual Cost ($)
Intere Cost/Qualifi Comments sted/F ed Lead orm
Demo
Propose
Close
$550
$550 Results
0 Lead Stage
Qualified Leads
Actual Cost ($)
Demo
Propose
Close
$550
$907
$1,457 Results
0 Lead Stage
Qualified Leads
Actual Cost ($)
Demo
Propose
Close
$550
$550 Results
0 Lead Stage
Qualified Leads
Actual Cost ($)
Demo
Propose
Close
$550
$550 Results
0 Lead Stage
Qualified Leads
Actual Cost ($)
Demo
Propose
Close
$550
$550 Results
0 Lead Stage
Qualified Leads
Actual Cost ($)
Demo
Propose
Close
$550
$550 Results
0 Lead Stage
Qualified Leads
Actual Cost ($)
Demo
Propose
Close
$550
$550 Results
0 Lead Stage
Qualified Leads
Actual Cost ($)
Demo
Propose
Close
$550
$550
Results Intere sted/ NA Form 0
Lead Stage
Qualified Leads
Actual Cost ($)
Cost/Qualifi ed Lead $418.36
Demo
Propose
Actual Close
14
$5,857
Results Intere sted/ NA Form #REF!
Lead Stage
Qualified Leads
Actual Cost ($)
Cost/Qualifi ed Lead
Demo
Propose
Actual Close
#VALUE!
#REF!
#REF!
#REF!
Lead Stage
Qualified Leads
Actual Cost ($)
Demo
Propose
Actual Close
$907
Lead Stage
Qualified Leads
Actual Cost ($)
Demo
Propose
Actual Close
$0
This is an individual marketing plan for one of the firms that gives me Marketing Devel
Company B Marketing Plan Worksheet Lead Generation - New System & Cross Product Sales
Apr-13 Activity Description Notes
Date Last Updated:
Web Webcast Webcast Total May-13
SEO ARA Rental Market Metrics 29 Minute Webcast: FAS
19 words dedicated to Company B Sent by Rental
On-going 4/23 4/23
Activity Webcast Webcast Direct Mail Webcast Total Jun-13
Description 29 Minute Webcast: CRM ARA Rental Market Metrics Gift Campaign with handwritten letters and follow-up call 29 Minute Webcast: HRMS
Notes
Date to be completed 5/8 5/16 5/20 5/21
Sent by Rental Prospects in CO and TX
Activity Telemarketing Live Seminar Live Seminar Live Seminar
Description Hoovers Subscription Cloud 101: Your Firm In The Cloud Product B User Group Meeting Product B User Group Meeting
Notes Arizona market Honolulu Houston Honolulu
Live Seminar Live Seminar Live Seminar Webcast Webcast Live Seminar Live Seminar
Product B User Group Meeting Product B User Group Meeting Cloud 201: What You Need to Know About Security Product B User Group Meeting ARA Rental Market Metrics Cloud 201: What You Need to Know About Security Cloud 201: What You Need to Know About Security
San Antonio Denver Houston Web Sent by Rental San Antonio Denver
6/12 6/13 6/18 6/19 6/20 6/25 6/27
Total Jul-13 Date to be completed
Activity
Description
Notes
Web Webcast Webcast Webcast
SEO
19 words dedicated to Company B
On-going 7/2 7/18 7/24 7/26
Cloud 201: What You Need to Know About Web Security ARA Rental Market Metrics Sent by Rental 29 Minute Webcast: BIE Advanced Reporting
Tradeshows/Event Product B Trade Show s Total Aug-13
Activity Webcast Webcast Webcast Webcast
Description 29 Minute Webcast: FAS ARA Rental Market Metrics 29 Minute Webcast: CRM 29 Minute Webcast: HRMS
Notes
Sent by Rental
Total Sep-13 Activity Live Seminar Live Seminar Live Seminar Live Seminar Webcast Live Seminar Webcast Live Seminar Live Seminar Total Oct-13 Date to be completed Description Product B User Group Meeting Cloud 201: What You Need to Know About Security Product B User Group Meeting Product B User Group Meeting Product B User Group Meeting Cloud 301 ARA Rental Market Metrics Cloud 301 Cloud 301 Notes Houston Honolulu San Antonio Denver Web Denver Sent by Rental Houston San Antonio Date to be completed 9/10 9/10 9/11 9/12 9/18 9/19 9/19 9/25 9/26
Activity
Description
Notes
Web Advertising Webcast Webcast Total Nov-13
SEO Rental Magazine: Software Issue Cloud 301 ARA Rental Market Metrics
19 words dedicated to Company B Announce ARA webcasts Web Sent by Rental
On-going October 10/2 10/17
Activity Webcast
Description ARA Rental Market Metrics
Notes Sent by Rental
Date to be completed 11/21
Total Dec-13 Date to be completed 12/10 12/10 12/11 12/12 12/18 12/19
Activity Live Seminar Live Seminar Live Seminar Live Seminar Webcast Webcast Total
Description Product B User Group Meeting Product B User Group Meeting Product B User Group Meeting Product B User Group Meeting Product B User Group Meeting ARA Rental Market Metrics
Notes Houston Honolulu San Antonio Denver Web Sent by Rental
Yearly Totals
Product B User Group Meetings
ARA Rental Market Metrics Webcast
Gift Campaign
Direct Mail Webcast Email Advertising Live Seminar Telemarketing Web Trade Show/Event Lead Nurturing Other
es me Marketing Development Funds (MDF $). They require their own plan, but it is the exact same unrelated products.
ast Updated:
4/8/2013
Reach and Goals Date Qualified Prospect List Customer List Completed Leads Goal Closed Goal
Budget Budget ($) MDF ($) Raw Leads
Result
On-going
N.A. 12,000
N.A. 300 148 448 8
5 3 0
$1,950 $907 $0 $2,857 Budget Closed Goal Raw Leads $0 0
12,000
Reach and Goals Date Qualified Prospect List Customer List Completed Leads Goal 198 300 5 5 5 3 18 0
Result
Budget ($) $0 $907 $1,000 $0 $1,907
MDF ($)
12,000 20
$500
127 12,020 625
$500
Reach and Goals Date Qualified Prospect List Customer List Completed Leads Goal 7,500 600 50 7 3 2 Closed Goal
Budget Raw Leads
Result
Budget ($) $2,400 $1,200 $500 $1,000
MDF ($) $1,000 $500 $250 $500
100 600 100
500 200 1,000 12,000 1,000 1,000 23,100 3,350 100 1,200 300 100 150 86
3 1 5 1 5 5 4 0
$500 $400 $1,000 $0 $907 $1,000 $800 $9,707 Budget Closed Goal
$250 $200 $300
$300 $400 $3,700 0
Reach and Goals Date Qualified Prospect List Customer List Completed Leads Goal
Result Raw Leads
Budget ($)
MDF ($)
On-going
N.A. 2,000 12,000 1,000 N.A. 15,000 1,800
N.A. 500 300 1,000 N.A. 18 3 5 5 5 0
$1,950 $0 $907 $0 $1,000 $3,857 Budget Closed Goal Raw Leads $0 0
Reach and Goals Date Qualified Prospect List Customer List Completed Leads Goal 148 300 198 127 3 5 3 3
Result
Budget ($) $0 $907 $0 $0
MDF ($)
12,000
12,000
773
14
$907 Budget
$0
Reach and Goals Date Qualified Prospect List Customer List Completed Leads Goal 600 600 100 500 200 1,200 150 300 100 100 3,250 34 3 7 3 1 1 4 5 5 5 0 Closed Goal
Result MDF ($) $250 Raw Leads
Budget ($) $500 $1,200 $500 $300 $0 $800 $907 $1,000 $1,000 $6,207 Budget
$250 $150
1,000 12,000 1,000 1,000 15,600
$650
Result Raw Leads
Budget ($)
MDF ($)
On-going
N.A.
N.A.
$1,950 $2,614 $0 $907 0 $5,471 Budget Closed Goal Raw Leads $0 0
2,000
500
2,000
500
Reach and Goals Date Qualified Prospect List Customer List Completed Leads Goal
Result
Budget ($) $907
MDF ($)
$907 Budget
$0
Result Raw Leads
Budget ($)
MDF ($)
$907 0 0 0 0 $907 $0 0
Budget
Results
Estimated Close
Budget ($)
MDF ($)
Raw Leads
181
$32,727
$4,850
Budget
Results
Estimated Close
Budget ($)
MDF ($)
Raw Leads
18
$3,700
$1,850
Budget
Results
Estimated Close
Budget ($)
MDF ($)
Raw Leads
48
$8,000
$1,500
Budget
Results
Estimated Close
Budget ($)
MDF ($)
Raw Leads
30
$10,777
$0
Budget
Results
Estimated Close
Budget ($)
MDF ($)
Raw Leads
$1,000
$500
n, but it is the exact same information on the previous plan that just excludes
Results Qualified Leads Actual Cost ($) Interes Cost/Qualif Comments ted/Fo ied Lead rm Demo
Lead Stage Propose Close
$907
$907 Results
0 Lead Stage
Qualified Leads
Actual Cost ($)
Interes Cost/Qualif Comments ted/Fo ied Lead rm
Demo
Propose
Close
$907
$907 Results
0 Lead Stage
Qualified Leads
Actual Cost ($)
Demo
Propose
Close
$907
$907 Results
0 Lead Stage
Qualified Leads
Actual Cost ($)
Demo
Propose
Close
$907
$907 Results
0 Lead Stage
Qualified Leads
Actual Cost ($)
Demo
Propose
Close
$907
$907 Results
0 Lead Stage
Qualified Leads
Actual Cost ($)
Demo
Propose
Close
$907
$907 Results
0 Lead Stage
Qualified Leads
Actual Cost ($)
Demo
Propose
Close
$907 0 $907 Results Qualified Leads Actual Cost ($) $907 Interes Cost/Qualif Comments ted/Fo ied Lead rm 0 0 0 Lead Stage 0
Demo
Propose
Close
$907 Results
0 Lead Stage
Qualified Leads
Actual Cost ($)
Demo
Propose
Close
$907 0 $907 0 0 0 0
Results
Lead Stage
Qualified Leads
Actual Cost ($)
Cost/Qualif ied Lead
Interes ted/N A Form 0
Demo
Propose
Actual Close
$8,163
Results
Lead Stage
Qualified Leads
Actual Cost ($)
Demo
Propose
Actual Close
$0
Results
Lead Stage
Qualified Leads
Actual Cost ($)
Demo
Propose
Actual Close
$907
Results
Lead Stage
Qualified Leads
Actual Cost ($)
Demo
Propose
Actual Close
$7,256
Results
Lead Stage
Qualified Leads
Actual Cost ($)
Demo
Propose
Actual Close
$0
I created this sheet to help me organize various marketing events. We host a lot of mark me when I needed to complete certain activities like confirm a headcount for lunch or w tracked in a different tab. Some tasks contain"N/A" in the details. This is simply to remin completeion of each task. The Due Date fields are automatically calculated when you ent Meeting (UGM) Again, this is
First Quarter
29 Minute Webcast: ARM
Stage Task Event Name Date Presenter Setup Develop Content Identify Target List Locate Venue Details Due Date Status 29 Minute Webcast: Automated 23-Dec Rental Management 21-Feb Tommy Assigned to Tommy 23-Nov 23-Dec 23-Dec
Complet e Complet e Complet e Complet e Complet e Complet e Complet e
ARM Prospects, Rental Product 23-Nov News, ARA List, ARM Users Web 23-Nov
Develop Marketing MesProduct B Develop Telemarketin g N/A MesProduct B Landing Preparation Page Creation 1st and 2nd Emails Creation Follow Up Email Creation
23-Dec
23-Dec
Complet e Complet e Complet e Complet e
7-Jan
7-Jan
7-Jan
Mailer Piece Creation Mail Drop Phase 1 1st Email Drop
N/A N/A
7-Jan 22-Jan 31-Jan 27-Jan 14-Feb 14-Feb 18-Feb 20-Feb 20-Feb 20-Feb 22-Feb 22-Feb 22-Feb
Phase 2
Telemarketin N/A g 2nd Email Drop N/A
Venue N/A Confirmation AV Equipment Pre-Event N/A
Attendee N/A Confirmation Sign-In Sheet Name Tags Follow Up Email Drop N/A N/A
Post-Event Assign Leads Event Recap Meeting
Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e
29 Minute Webcast: Cypress

Stage Task Details Due Date 29-Dec 29-Nov 29-Dec 29-Dec Status Going Paperless Document Event Name Automation It's Not Just About Getting Rid of Paper! Date Presenter Develop Content 27-Feb Fred Assigned to Fred
Complet e Complet e Complet e Complet e
Setup
Setup
Identify Target List Locate Venue
Product B Users Web
29-Nov 29-Nov
Complet e Complet e Complet e
Develop Marketing MesProduct B Develop Telemarketin g N/A MesProduct B Landing Preparation Page Complete Creation 1st and 2nd Emails Creation Follow Up Email Creation Mailer Piece Creation Mail Drop Phase 1 1st Email Drop Telemarketin N/A g 2nd Email Drop Venue N/A Confirmation AV Equipment Pre-Event N/A N/A N/A
29-Dec
29-Dec
Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e
13-Jan
13-Jan
13-Jan 13-Jan 28-Jan 6-Feb 2-Feb 20-Feb 20-Feb 24-Feb 26-Feb 26-Feb 26-Feb
Phase 2
Attendee N/A Confirmation Sign-In Sheet Name Tags N/A N/A
Follow Up Email Drop Post-Event Assign Leads Event Recap Meeting
28-Feb 28-Feb 28-Feb
Complet e Complet e Complet e
Denver Cloud Event

Stage Task Details Due Date 4-Jan 5-Dec 4-Jan 4-Jan 5-Dec 5-Dec Status
Event Name Your Business In The Cloud Date Presenter Setup Develop Content Identify Target List Locate Venue 5-Mar Clark Assigned to Clark All Denver Prospects Denver Conference Room
Develop Marketing MesProduct B Develop Telemarketin g Assigned to Don MesProduct B Landing Preparation Page Creation 1st and 2nd Emails Creation Follow Up Email Creation Mailer Piece Creation
4-Jan
4-Jan
Complet e Complet e Complet e Complet e Complet e
19-Jan
19-Jan
19-Jan
19-Jan
Mail Drop Phase 1 1st Email Drop Telemarketin g 2nd Email Drop Venue Assigned to Denver Confirmation AV Equipment Pre-Event Assigned to Denver
3-Feb 12-Feb 12-Feb 26-Feb 26-Feb 2-Mar 4-Mar 4-Mar 4-Mar Complete 6-Mar 6-Mar 6-Mar
Phase 2
Attendee Assigned to Don Confirmation Sign-In Sheet Name Tags Follow Up Email Drop
Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet Complet e Complet e Complet e Complet e
San Antonio Cloud Event

Stage Task Details Due Date 13-Jan 14-Dec 13-Jan 13-Jan 14-Dec Status
Event Name Your Business In The Cloud Date Presenter Setup Develop Content Identify Target List 14-Mar Clark Assigned to Clark All San Antonio Prospects
Setup
Locate Venue
Perico's
14-Dec
Complet e Complet e
Develop Marketing MesProduct B Develop Telemarketin g Assigned to Don MesProduct B Landing Preparation Page Creation 1st and 2nd Emails Creation Follow Up Email Creation Mailer Piece Creation Mail Drop Phase 1 1st Email Drop Telemarketin Assigned to Don g 2nd Email Drop Venue Confirmation AV Equipment Pre-Event Attendee Assigned to Don Confirmation Sign-In Sheet Name Tags Follow Up Email Drop Post-Event
13-Jan
13-Jan
Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet Complet e
28-Jan
28-Jan
28-Jan 28-Jan 12-Feb 21-Feb
17-Feb
Phase 2
7-Mar 7-Mar 11-Mar 13-Mar 13-Mar 13-Mar 15-Mar
15-Mar 15-Mar
Complet e Complet e
Houston Cloud Event

Event Name Your Business In The Cloud Date Presenter Setup Develop Content Identify Target List Locate Venue 21-Mar Clark Assigned to Clark All Houston Prospects HESS Club
Develop Marketing MesProduct B Develop Telemarketin g Assigned to Don MesProduct B Landing Preparation Page Creation 1st and 2nd Emails Creation Follow Up Email Creation Mailer Piece Creation Mail Drop Phase 1
20-Jan
20-Jan
Complet e Complet e Complet e Complet e Complet e Complet e
4-Feb
4-Feb
4-Feb 4-Feb 19-Feb
Phase 1
1st Email Drop Telemarketin Assigned to Don g 2nd Email Drop Venue Assigned to Cara Confirmation AV Equipment Assigned to Cara
28-Feb 24-Feb 14-Mar 14-Mar
Phase 2
Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet Complet e
18-Mar
Pre-Event
Attendee Assigned to Don Confirmation Sign-In Sheet Name Tags Follow Up Email Drop Assigned to Cara Assigned to Cara
20-Mar 20-Mar 20-Mar 22-Mar 22-Mar 22-Mar
Houston Product B UGM

Stage Task Details Due Date 11-Jan 12-Dec 11-Jan 11-Jan Status Moving from Paper to Digital / Event Name 5 Tips & Tricks on using Company B's Product C Date Presenter Setup Develop Content Identify Target List 12-Mar Watson Assigned to Watson and Cara
Product B Users
12-Dec
Setup
Locate Venue
HESS Club
12-Dec
Complet e Complet e
Develop Marketing MesProduct B Develop Telemarketin g N/A MesProduct B Landing Preparation Page Creation 1st and 2nd Emails Creation Follow Up Email Creation Mailer Piece Creation Mail Drop Phase 1 1st Email Drop Telemarketin N/A g 2nd Email Drop Venue Assigned to Cara Confirmation AV Equipment Pre-Event Attendee Confirmation Sign-In Sheet Name Tags Follow Up Email Drop Post-Event Assigned to Cara Assigned to Cara Assigned to Cara N/A N/A
11-Jan
11-Jan
Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e
26-Jan
26-Jan
26-Jan 26-Jan 10-Feb 19-Feb 15-Feb 5-Mar 5-Mar 9-Mar 11-Mar 11-Mar 11-Mar 13-Mar
Phase 2
13-Mar 13-Mar
Complet e Complet e
San Antonio Product B UGM

Stage Task Details Due Date 12-Jan 13-Dec 12-Jan 12-Jan 13-Dec 13-Dec Status Moving from Paper to Digital / Event Name 5 Tips & Tricks on using Company B's Product C Date Presenter Develop Content Identify Target List Locate Venue 13-Mar Jeff Assigned to Jeff Product B Users Perico's
Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e
Setup
Develop Marketing MesProduct B Develop Telemarketin N/A g MesProduct Landing Page Preparation Creation 1st and 2nd Emails Creation Follow Up Email Creation Mailer Piece Creation Mail Drop Phase 1 N/A N/A
12-Jan
12-Jan
27-Jan
27-Jan
27-Jan 27-Jan 11-Feb
Phase 1
1st Email Drop Telemarketin N/A g 2nd Email Drop Venue Confirmation AV Equipment
20-Feb 16-Feb 6-Mar 6-Mar 10-Mar 12-Mar 12-Mar 12-Mar 14-Mar
Phase 2
Pre-Event
Attendee Assigned to Don Confirmation Sign-In Sheet Name Tags Follow Up Email Drop
Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e
14-Mar
14-Mar
Denver Product B UGM

Stage Task Details Due Date 13-Jan 14-Dec 13-Jan 13-Jan 14-Dec Status Moving from Paper to Digital / Event Name 5 Tips & Tricks on using Company B's Product C Date Presenter Develop Content Identify Target List 14-Mar Kathy Assigned to Kathy Product B Users
Setup
Setup
Locate Venue
Conference Room
14-Dec
Complet e Complet e
Develop Marketing MesProduct B Develop Telemarketin g N/A MesProduct B Landing Preparation Page Creation 1st and 2nd Emails Creation Follow Up Email Creation Mailer Piece Creation Mail Drop Phase 1 1st Email Drop Telemarketin N/A g 2nd Email Drop Venue Confirmation AV Equipment Pre-Event Attendee Assigned to Don Confirmation Sign-In Sheet Name Tags Follow Up Email Drop Post-Event N/A N/A
13-Jan
13-Jan
Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e
28-Jan
28-Jan
28-Jan
28-Jan 12-Feb 21-Feb 17-Feb 7-Mar 7-Mar 11-Mar 13-Mar 13-Mar 13-Mar 15-Mar
Phase 2
15-Mar 15-Mar
Complet e Complet e
Web Product B UGM

Stage Task Details Due Date 19-Jan 20-Dec 19-Jan 19-Jan 20-Dec 20-Dec 19-Jan Status Moving from Paper to Digital / Event Name 5 Tips & Tricks on using Company B's Product C Date Setup Presenter Develop Content Identify Target List Locate Venue Develop Marketing MesProduct B Develop Telemarketin g MesProduct Landing Page Preparation Creation 1st and 2nd Emails Creation Follow Up Email Creation Mailer Piece Creation Mail Drop Phase 1 20-Mar Ed and Fred Done Product B Users Web Done
Complet e Complet e Complet e Complet e Complet e Complet Complet e Complet e Complet e Complet e Complet e Complet e Complet e
N/A
19-Jan
Done
3-Feb
Done
3-Feb
Done N/A N/A
3-Feb 3-Feb 18-Feb
Phase 1
1st Email Drop
Done
27-Feb 23-Feb 13-Mar 13-Mar 17-Mar 19-Mar 19-Mar 19-Mar 21-Mar 21-Mar 21-Mar
Phase 2
Telemarketin N/A g 2nd Email Drop N/A
Venue N/A Confirmation AV Equipment Pre-Event N/A
Hawaii Product A UGM

Stage Task Details Due Date 12-Jan Status
Event Name Billing Rate Tables
Date Presenter Develop Content Identify Target List Locate Venue
13-Mar Nedra Assigned to Nedra All Hawaii Product A Users Plaza Club
13-Dec 12-Jan 12-Jan 13-Dec 13-Dec
Setup
Develop Marketing MesProduct B Develop Telemarketin g N/A MesProduct B Landing Preparation Page Creation 1st and 2nd Emails Creation Follow Up Email Creation Mailer Piece Creation Mail Drop Phase 1 1st Email Drop Telemarketin N/A g 2nd Email Drop Venue Confirmation AV Equipment Pre-Event Assigned to Nedra N/A N/A
12-Jan
Complet e
12-Jan
Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e
27-Jan 27-Jan
27-Jan
27-Jan 11-Feb 20-Feb 16-Feb 6-Mar 6-Mar 10-Mar 12-Mar 12-Mar 12-Mar 14-Mar 14-Mar
Phase 2
Attendee Assigned to Don Confirmation Sign-In Sheet Name Tags Follow Up Email Drop Assigned to Nedra Assigned to Nedra
Post-Event Assign Leads
Post-Event Event Recap Meeting 14-Mar
Complet e
Houston Product A UGM

Stage Task Details Due Date 19-Jan 20-Dec 19-Jan Status
Event Name Billing Rate Tables Date Presenter Setup Develop Content Identify Target List Locate Venue 20-Mar Nedra
Assigned to Nedra
19-Jan
Houston Product A Users HESS Club
20-Dec 20-Dec
Develop Marketing MesProduct B Develop Telemarketin g N/A MesProduct B Landing Preparation Page Creation 1st and 2nd Emails Creation Follow Up Email Creation Mailer Piece Creation Mail Drop Phase 1 N/A N/A
19-Jan
19-Jan
3-Feb
3-Feb
3-Feb 3-Feb 18-Feb
Phase 1
1st Email Drop Telemarketin N/A g 2nd Email Drop Venue Assigned to Cara Confirmation AV Equipment Assigned to Cara
27-Feb 23-Feb 13-Mar 13-Mar 17-Mar 19-Mar 19-Mar 19-Mar 21-Mar 21-Mar 21-Mar
Phase 2
Pre-Event
Attendee Assigned to Don Confirmation Sign-In Sheet Name Tags Follow Up Email Drop Assigned to Cara Assigned to Cara
San Antonio Product A UGM

Event Name Billing Rate Tables Date Presenter Setup Develop Content Identify Target List Locate Venue 21-Mar Nedra Assigned to Nedra San Antonio Product A Users Perico's
Develop Marketing MesProduct B Develop Telemarketin g N/A MesProduct B Landing Preparation Page Creation 1st and 2nd Emails Creation Follow Up Email Creation Mailer Piece Creation Mail Drop Phase 1 1st Email Drop Telemarketin N/A g 2nd Email Drop Venue Confirmation AV Equipment Pre-Event Attendee Assigned to Don Confirmation Sign-In Sheet Name Tags Follow Up Email Drop Post-Event Assign Leads Complete N/A N/A
20-Jan
Complet e
20-Jan
Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e
4-Feb
4-Feb
4-Feb 4-Feb 19-Feb 28-Feb 24-Feb 14-Mar 14-Mar 18-Mar 20-Mar 20-Mar 20-Mar 22-Mar 22-Mar
Phase 2
Post-Event Event Recap Complete Meeting 22-Mar
Complet e
Web Product A UGM

Event Name Billing Rate Tables Date Presenter Setup Develop Content Identify Target List Locate Venue 29-Mar Nedra Assigned to Nedra All Product A Customers Web
Develop Marketing MesProduct B Develop Telemarketin g N/A MesProduct B Landing Preparation Page Creation 1st and 2nd Emails Creation Follow Up Email Creation Mailer Piece Creation Mail Drop Phase 1 1st Email Drop N/A N/A
28-Jan
28-Jan
12-Feb
12-Feb
12-Feb 12-Feb 27-Feb 8-Mar
Phase 2
Telemarketin N/A g 2nd Email Drop Venue N/A Confirmation AV Equipment N/A
4-Mar 22-Mar 22-Mar 26-Mar 28-Mar 28-Mar 28-Mar 30-Mar 30-Mar 30-Mar
Pre-Event
Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e Complet e
Stage
Stage
We host a lot of marketing events for our existing clients as well as prospective clients each qaurte eadcount for lunch or when to send emails. I typically enter these dates into my Outlook calendar so This is simply to remind myself that this particular task is needed for this event. Some events won't lculated when you enter a date for the event in the yellow highlighted cell. When I know the relativ ng (UGM) Again, this is just a persoanl checklist so I can make sure I didn't forget something relate
Second Quarter
Hawaii Cloud Lunch
Stage Task Event Name Date Presenter Setup Develop Content Identify Target List Details Your Firm In The Cloud 10-Jun Clark Assigned to Clark Hawaiian Suspects, Prospects and Customers Due Date 11-Apr 12-Mar 11-Apr 11-Apr 12-Mar 12-Mar Status
Locate Venue Plaza Club Develop Marketing MesProduct B Develop Telemarketin g MesProduct B Preparation Landing Page Creation 1st and 2nd Emails Creation Follow Up Email Creation
Complete
11-Apr
11-Apr
26-Apr
26-Apr
26-Apr
Mailer Piece Creation Mail Drop Phase 1 1st Email Drop Telemarketin g 2nd Email Drop Venue Confirmation AV Equipment Pre-Event Attendee Cofirmation Sign-In Sheet Name Tags Follow Up Email Drop Post-Event Assign Leads Event Recap Meeting
26-Apr 11-May 20-May 16-May 3-Jun 3-Jun 7-Jun 9-Jun 9-Jun 9-Jun 11-Jun 11-Jun 11-Jun
Phase 2

Stage Task Event Name Date Presenter Develop Content Details Financial Reporting Tools / 5 Tips & Tricks 11-Jun Due Date 12-Apr 13-Mar 12-Apr 12-Apr Status
Setup
Setup
Identify Target List
Houston Product B Customers
13-Mar 13-Mar
Locate Venue HESS Club Develop Marketing MesProduct B Develop Telemarketin N/A g MesProduct B Preparation Landing Page Creation 1st and 2nd Emails Creation Follow Up Email Creation Mailer Piece Creation Mail Drop Phase 1 1st Email Drop Telemarketin N/A g 2nd Email Drop Venue Assigned to Cara Confirmation AV Equipment Pre-Event Attendee Cofirmation Sign-In Sheet Name Tags Assigned to Cara Assigned to Cara Assigned to Cara N/A N/A
Complete
12-Apr
12-Apr
27-Apr
27-Apr
27-Apr 27-Apr 12-May 21-May 17-May 4-Jun 4-Jun 8-Jun 10-Jun 10-Jun 10-Jun
Phase 2
12-Jun 12-Jun 12-Jun
Hawaii Product B UGM

Stage Task Event Name Date Presenter Setup Develop Content Identify Target List Hawaii Product B Customers Details Financial Reporting Tools / 5 Tips & Tricks 12-Jun Due Date 13-Apr 14-Mar 13-Apr 13-Apr 14-Mar 14-Mar Status
Locate Venue Plaza Club Develop Marketing MesProduct B Develop Telemarketin N/A g MesProduct B Preparation Landing Page Creation 1st and 2nd Emails Creation Follow Up Email Creation Mailer Piece Creation N/A
Complete
13-Apr
13-Apr
28-Apr
28-Apr
28-Apr
28-Apr
Mail Drop Phase 1 1st Email Drop
N/A
13-May 22-May 18-May 5-Jun 5-Jun 9-Jun 11-Jun 11-Jun 11-Jun 13-Jun 13-Jun 13-Jun
Phase 2
Telemarketin N/A g 2nd Email Drop Venue Confirmation AV Equipment
Pre-Event
Attendee Cofirmation Sign-In Sheet Name Tags Follow Up Email Drop

Stage Task Event Name Date Presenter Setup Develop Content Identify Target List San Antonio Product B Users Details Financial Reporting Tools / 5 Tips & Tricks 12-Jun Due Date 13-Apr 14-Mar 13-Apr 13-Apr 14-Mar Status
Setup
Locate Venue Pericos Develop Marketing MesProduct B Develop Telemarketin N/A g MesProduct B Preparation Landing Page Creation 1st and 2nd Emails Creation Follow Up Email Creation Mailer Piece Creation Mail Drop Phase 1 1st Email Drop Telemarketin N/A g 2nd Email Drop Venue Confirmation AV Equipment Pre-Event Attendee Cofirmation Sign-In Sheet Name Tags Follow Up Email Drop Post-Event N/A N/A
14-Mar
Complete
13-Apr
13-Apr
28-Apr
28-Apr
28-Apr 28-Apr 13-May 22-May
18-May
Phase 2
5-Jun 5-Jun 9-Jun 11-Jun 11-Jun 11-Jun 13-Jun
13-Jun 13-Jun

Stage Task Event Name Date Presenter Setup Develop Content Identify Target List Locate Venue Develop Marketing MesProduct B Develop Telemarketin N/A g MesProduct B Preparation Landing Page Creation 1st and 2nd Emails Creation Follow Up Email Creation Mailer Piece Creation Mail Drop Phase 1 N/A N/A Denver Product B Customers Details Financial Reporting Tools / 5 Tips & Tricks 13-Jun Due Date 14-Apr 15-Mar 14-Apr 14-Apr 15-Mar 15-Mar Status
14-Apr
14-Apr
29-Apr
29-Apr
29-Apr 29-Apr 14-May
Phase 1
1st Email Drop Telemarketin N/A g 2nd Email Drop Venue Assigned to Libby Confirmation AV Equipment Assigned to Libby
23-May 19-May 6-Jun 6-Jun
Phase 2
10-Jun
Pre-Event
Attendee Cofirmation Sign-In Sheet Name Tags Follow Up Email Drop Assigned to Libby Assigned to Libby
12-Jun 12-Jun 12-Jun 14-Jun 14-Jun 14-Jun
Houston Cloud Lunch

Stage Task Event Name Date Presenter Setup Develop Content Identify Target List Details Due Date Status
What You Need to Know About 19-Apr Cloud Security 18-Jun Clark Haley Assigned to Clark 20-Mar 19-Apr 19-Apr
All Houston suspects, prospects 20-Mar and customers
Setup
Locate Venue HESS Club Develop Marketing MesProduct B Develop Telemarketin g MesProduct B Preparation Landing Page Creation 1st and 2nd Emails Creation Follow Up Email Creation Mailer Piece Creation Mail Drop Phase 1 1st Email Drop Telemarketin g 2nd Email Drop Venue Assigned to Cara Confirmation AV Equipment Pre-Event Attendee Cofirmation Sign-In Sheet Name Tags Follow Up Email Drop Post-Event Assigned to Cara Assigned to Cara Assigned to Cara
20-Mar
19-Apr
19-Apr
4-May
4-May
4-May 4-May 19-May 28-May 24-May 11-Jun 11-Jun 15-Jun 17-Jun 17-Jun 17-Jun 19-Jun
Phase 2
19-Jun 19-Jun
Web Product B UGM

Stage Task Event Name Date Presenter Develop Content Identify Target List All Product B Customers Details Financial Reporting Tools / 5 Tips & Tricks 19-Jun Due Date 20-Apr 21-Mar 20-Apr 20-Apr 21-Mar 21-Mar Status
Setup
Locate Venue Web Develop Marketing MesProduct B Develop Telemarketin N/A g MesProduct B Landing Page Preparation Creation 1st and 2nd Emails Creation Follow Up Email Creation Mailer Piece Creation Mail Drop Phase 1 N/A N/A
Complete
20-Apr
20-Apr
5-May
5-May
5-May 5-May 20-May
Phase 1
1st Email Drop Telemarketin N/A g 2nd Email Drop Venue N/A Confirmation AV Equipment N/A N/A N/A N/A
29-May 25-May 12-Jun 12-Jun 16-Jun 18-Jun 18-Jun 18-Jun 20-Jun
Phase 2
Pre-Event
20-Jun
20-Jun

Stage Task Event Name Date Presenter Develop Content Identify Target List Hawaii Product A Customers and Users Details Due Date Status Advanced Financial Reporting / 14-Apr 5 Tips & Tricks 13-Jun 15-Mar 14-Apr 14-Apr 15-Mar
Setup
Setup
Locate Venue Plaza Club Develop Marketing MesProduct B Develop Telemarketin N/A g MesProduct B Preparation Landing Page Creation 1st and 2nd Emails Creation Follow Up Email Creation Mailer Piece Creation Mail Drop Phase 1 1st Email Drop Telemarketin N/A g 2nd Email Drop Venue Confirmation AV Equipment Pre-Event Attendee Cofirmation Sign-In Sheet Name Tags Follow Up Email Drop Post-Event N/A N/A
15-Mar
Complete
14-Apr
14-Apr
29-Apr
29-Apr
29-Apr
29-Apr 14-May 23-May 19-May 6-Jun 6-Jun 10-Jun 12-Jun 12-Jun 12-Jun 14-Jun
Phase 2
14-Jun 14-Jun

Stage Task Event Name Date Setup Presenter Develop Content Identify Target List Houston Product A Customers and Users Details Due Date Status Advanced Financial Reporting / 20-Apr 5 Tips & Tricks 19-Jun 21-Mar 20-Apr 20-Apr 21-Mar 21-Mar 20-Apr
Locate Venue HESS Club Develop Marketing MesProduct B Develop Telemarketin N/A g MesProduct B Landing Page Preparation Creation 1st and 2nd Emails Creation Follow Up Email Creation Mailer Piece Creation Mail Drop Phase 1 N/A N/A
Complete
20-Apr
5-May
5-May
5-May 5-May 20-May
Phase 1
1st Email Drop Telemarketin N/A g 2nd Email Drop Venue Assigned to Cara Confirmation AV Equipment Assigned to Cara
29-May 25-May 12-Jun 12-Jun 16-Jun 18-Jun Assigned to Cara Assigned to Cara 18-Jun 18-Jun 20-Jun 20-Jun 20-Jun
Phase 2
Pre-Event

Stage Task Event Name Details Due Date Status
Advanced Financial Reporting / 21-Apr 5 Tips & Tricks 20-Jun 22-Mar 21-Apr 21-Apr San Antonio Product A Customers and Users 22-Mar 22-Mar
Date Presenter Develop Content Identify Target List
Setup
Locate Venue Pericos
Complete
Develop Marketing MesProduct B Develop Telemarketin N/A g MesProduct B Preparation Landing Page Creation 1st and 2nd Emails Creation Follow Up Email Creation Mailer Piece Creation Mail Drop Phase 1 1st Email Drop Telemarketin N/A g 2nd Email Drop Venue Confirmation AV Equipment Pre-Event Attendee Cofirmation Sign-In Sheet Name Tags Follow Up Email Drop Post-Event Assign Leads N/A N/A
21-Apr
21-Apr
6-May 6-May
6-May
6-May 21-May 30-May 26-May 13-Jun 13-Jun 17-Jun 19-Jun 19-Jun 19-Jun 21-Jun 21-Jun
Phase 2
Post-Event Event Recap Meeting 21-Jun
San Antonio Cloud Lunch

Stage Task Event Name Date Presenter Setup Develop Content Identify Target List Locate Venue Develop Marketing MesProduct B Develop Telemarketin g MesProduct B Preparation Landing Page Creation 1st and 2nd Emails Creation Follow Up Email Creation Mailer Piece Creation Mail Drop Phase 1 Details What You need to Know About Cloud Security 25-Jun Clark Due Date 26-Apr 27-Mar 26-Apr Status
Assigned to Clark All San Antonio prospects, suspects and customers
26-Apr
27-Mar 27-Mar
26-Apr
26-Apr
11-May
11-May
11-May 11-May 26-May
Phase 1
1st Email Drop Telemarketin g 2nd Email Drop Venue Confirmation AV Equipment
4-Jun 31-May 18-Jun 18-Jun 22-Jun 24-Jun 24-Jun 24-Jun 26-Jun 26-Jun 26-Jun
Phase 2
Pre-Event
Denver Product A UGM

Stage Task Event Name Date Presenter Setup Develop Content Identify Target List Locate Venue Denver Product A Customers and Users Details Due Date Status Advanced Financial Reporting / 26-Apr 5 Tips & Tricks 25-Jun 27-Mar 26-Apr 26-Apr 27-Mar 27-Mar
Develop Marketing MesProduct B Develop Telemarketin N/A g MesProduct B Preparation Landing Page Creation 1st and 2nd Emails Creation Follow Up Email Creation Mailer Piece Creation Mail Drop Phase 1 1st Email Drop Telemarketin N/A g 2nd Email Drop Venue Assigned to Libby Confirmation AV Equipment Pre-Event Attendee Cofirmation Sign-In Sheet Name Tags Follow Up Email Drop Post-Event Assign Leads Assigned to Libby Assigned to Libby Assigned to Libby N/A N/A
26-Apr
26-Apr
11-May
11-May
11-May 11-May 26-May 4-Jun 31-May 18-Jun 18-Jun 22-Jun 24-Jun 24-Jun 24-Jun 26-Jun 26-Jun
Phase 2
Post-Event Event Recap Meeting 26-Jun
Web Product A UGM

Stage Task Event Name Date Presenter Setup Develop Content Identify Target List Locate Venue Web Develop Marketing MesProduct B Develop Telemarketin N/A g MesProduct B Preparation Landing Page Creation 1st and 2nd Emails Creation Follow Up Email Creation Mailer Piece Creation Mail Drop Phase 1 1st Email Drop N/A N/A Details Due Date Status Advanced Financial Reporting / 28-Apr 5 Tips & Tricks 27-Jun 29-Mar 28-Apr 28-Apr 29-Mar 29-Mar
Complete
28-Apr
28-Apr
13-May
13-May
13-May 13-May 28-May 6-Jun
Phase 2
Telemarketin N/A g 2nd Email Drop Venue N/A Confirmation AV Equipment N/A N/A N/A N/A
2-Jun 20-Jun 20-Jun 24-Jun 26-Jun 26-Jun 26-Jun 28-Jun 28-Jun 28-Jun
Pre-Event
Denver Cloud Lunch

Stage Task Event Name Date Setup Presenter Develop Content Identify Target List Locate Venue Develop Marketing MesProduct B Details Due Date Status What You Need to Know About 28-Apr Cloud Security 27-Jun 29-Mar Clark Assigned to Clark 28-Apr 28-Apr 29-Mar 29-Mar
28-Apr
Preparation
Develop Telemarketin g MesProduct B Preparation Landing Page Creation 1st and 2nd Emails Creation Follow Up Email Creation Mailer Piece Creation Mail Drop 1st Email Drop Telemarketin g 2nd Email Drop Venue Confirmation AV Equipment Attendee Cofirmation Sign-In Sheet Name Tags Follow Up Email Drop
28-Apr
13-May
13-May
13-May 13-May 28-May 6-Jun 2-Jun 20-Jun 20-Jun 24-Jun 26-Jun 26-Jun 26-Jun 28-Jun 28-Jun 28-Jun
Phase 1
Phase 2
Pre-Event
Cloud Webcast
Stage Task Event Name Date Presenter Setup Details Due Date Status What You Need to Know About 3-May Cloud Security 2-Jul 3-Apr Clark 3-May
Setup
Develop Content Identify Target List
Assigned to Clark
3-May 3-Apr 3-Apr
Locate Venue Web Develop Marketing MesProduct B Develop Telemarketin g MesProduct B Preparation Landing Page Creation 1st and 2nd Emails Creation Follow Up Email Creation Mailer Piece Creation Mail Drop 1st Email Drop Telemarketin g 2nd Email Drop Venue Confirmation AV Equipment Attendee Cofirmation Sign-In Sheet Name Tags Follow Up Email Drop
3-May
3-May
18-May
18-May
18-May N/A N/A 18-May 2-Jun 11-Jun 7-Jun 25-Jun N/A N/A N/A N/A N/A 25-Jun 29-Jun 1-Jul 1-Jul 1-Jul 3-Jul 3-Jul 3-Jul
Phase 1
Phase 2
Pre-Event
ve clients each qaurter and we are constantly adding more. I was having difficulty managing all of t y Outlook calendar so that I get notified when I need to complete a task. This is more of a personal t. Some events won't require mailing something or telemarketing. I do not always write something en I know the relative Due Dates, I can assign various tasks to people like coming up with content rget something related. Metrics associated with these events are in the Marketing Plan tab.
Third Quarter
Stage Task Event Name Date Presenter Setup Develop Content Identify Target List Locate Venue Develop Marketing MesProduct B Develop Telemarketin g MesProduct B Preparation Landing Page Creation 1st and 2nd Emails Creation Follow Up Email Creation Details What is in the Horizon for Product B / 5 Tips & Tricks 10-Sep Due Date Status 12-Jul 12-Jun 12-Jul 12-Jul 12-Jun 12-Jun
12-Jul
12-Jul
27-Jul
27-Jul
27-Jul
27-Jul 11-Aug 20-Aug 16-Aug 3-Sep 3-Sep 7-Sep 9-Sep 9-Sep 9-Sep 11-Sep 11-Sep 11-Sep
Phase 2

Stage Task Event Name Date Presenter Develop Content Details What is in the Horizon for Product B / 5 Tips & Tricks 10-Sep Due Date 12-Jul 12-Jun 12-Jul 12-Jul Status
Setup
Setup
Identify Target List Locate Venue Develop Marketing MesProduct B Develop Telemarketin g MesProduct B Preparation Landing Page Creation 1st and 2nd Emails Creation Follow Up Email Creation Mailer Piece Creation Mail Drop Phase 1 1st Email Drop Telemarketin g 2nd Email Drop Venue Confirmation AV Equipment Pre-Event Attendee Cofirmation Sign-In Sheet Name Tags
12-Jun 12-Jun
12-Jul
12-Jul
27-Jul
27-Jul
27-Jul 27-Jul 11-Aug 20-Aug 16-Aug 3-Sep 3-Sep 7-Sep 9-Sep 9-Sep 9-Sep
Phase 2
11-Sep 11-Sep 11-Sep

Stage Task Event Name Date Presenter Setup Develop Content Identify Target List Locate Venue Develop Marketing MesProduct B Develop Telemarketin g MesProduct B Preparation Landing Page Creation 1st and 2nd Emails Creation Follow Up Email Creation Mailer Piece Creation Details What is in the Horizon for Product B / 5 Tips & Tricks 11-Sep Due Date 13-Jul 13-Jun 13-Jul 13-Jul 13-Jun 13-Jun Status
13-Jul
13-Jul
28-Jul
28-Jul
28-Jul
28-Jul
Mail Drop Phase 1 1st Email Drop Telemarketin g 2nd Email Drop Venue Confirmation AV Equipment Pre-Event Attendee Cofirmation Sign-In Sheet Name Tags Follow Up Email Drop Post-Event Assign Leads Event Recap Meeting
12-Aug 21-Aug 17-Aug 4-Sep 4-Sep 8-Sep 10-Sep 10-Sep 10-Sep 12-Sep 12-Sep 12-Sep
Phase 2

Stage Task Event Name Date Presenter Setup Develop Content Identify Target List Details What is in the Horizon for Product B / 5 Tips & Tricks 12-Sep Due Date 14-Jul 14-Jun 14-Jul 14-Jul 14-Jun Status
Setup
Locate Venue Develop Marketing MesProduct B Develop Telemarketin g MesProduct B Preparation Landing Page Creation 1st and 2nd Emails Creation Follow Up Email Creation Mailer Piece Creation Mail Drop Phase 1 1st Email Drop Telemarketin g 2nd Email Drop Venue Confirmation AV Equipment Pre-Event Attendee Cofirmation Sign-In Sheet Name Tags Follow Up Email Drop Post-Event
14-Jun
14-Jul
14-Jul
29-Jul
29-Jul
29-Jul 29-Jul 13-Aug 22-Aug
18-Aug
Phase 2
5-Sep 5-Sep 9-Sep 11-Sep 11-Sep 11-Sep 13-Sep
13-Sep 13-Sep
Web Product B UGM

Stage Task Event Name Date Presenter Setup Develop Content Identify Target List Locate Venue Develop Marketing MesProduct B Develop Telemarketin g MesProduct B Preparation Landing Page Creation 1st and 2nd Emails Creation Follow Up Email Creation Mailer Piece Creation Mail Drop Phase 1 Details What is in the Horizon for Product B / 5 Tips & Tricks 18-Sep Due Date 20-Jul 20-Jun 20-Jul 20-Jul 20-Jun 20-Jun Status
20-Jul
20-Jul
4-Aug
4-Aug
4-Aug 4-Aug 19-Aug
Phase 1
28-Aug 24-Aug 11-Sep 11-Sep
Phase 2
15-Sep
Pre-Event
17-Sep 17-Sep 17-Sep 19-Sep 19-Sep 19-Sep

Stage Task Event Name Date Presenter Setup Develop Content Identify Target List Details Project Management with Product A Navigator 11-Sep Due Date 13-Jul 13-Jun 13-Jul 13-Jul Status
13-Jun
Setup
13-Jun
13-Jul
13-Jul
28-Jul
28-Jul
28-Jul 28-Jul 12-Aug 21-Aug 17-Aug 4-Sep 4-Sep 8-Sep 10-Sep 10-Sep 10-Sep 12-Sep
Phase 2
12-Sep 12-Sep

Stage Task Event Name Date Presenter Develop Content Identify Target List Locate Venue Plaza Club Develop Marketing MesProduct B Develop Telemarketin g MesProduct B Landing Page Preparation Creation 1st and 2nd Emails Creation Follow Up Email Creation Mailer Piece Creation Mail Drop Phase 1 Details Project Management with Product A Navigator 18-Sep Due Date 20-Jul 20-Jun 20-Jul 20-Jul 20-Jun 20-Jun Status
Setup
Complet e
20-Jul
20-Jul
4-Aug
4-Aug
4-Aug 4-Aug 19-Aug
Phase 1
28-Aug 24-Aug 11-Sep 11-Sep 15-Sep 17-Sep 17-Sep 17-Sep 19-Sep
Phase 2
Pre-Event
19-Sep
19-Sep

Stage Task Event Name Date Presenter Develop Content Identify Target List Details Project Management with Product A Navigator 19-Sep Due Date 21-Jul 21-Jun 21-Jul 21-Jul 21-Jun Status
Setup
Setup
21-Jun
21-Jul
21-Jul
5-Aug
5-Aug
5-Aug
5-Aug 20-Aug 29-Aug 25-Aug 12-Sep 12-Sep 16-Sep 18-Sep 18-Sep 18-Sep 20-Sep
Phase 2
20-Sep 20-Sep
Web Product A UGM

Stage Task Event Name Date Setup Presenter Develop Content Identify Target List Locate Venue Develop Marketing MesProduct B Develop Telemarketin g MesProduct B Landing Page Preparation Creation 1st and 2nd Emails Creation Follow Up Email Creation Mailer Piece Creation Mail Drop Phase 1 Details Project Management with Product A Navigator 26-Sep Due Date 28-Jul 28-Jun 28-Jul 28-Jul 28-Jun 28-Jun 28-Jul Status
28-Jul
12-Aug
12-Aug
12-Aug 12-Aug 27-Aug
Phase 1
5-Sep 1-Sep 19-Sep 19-Sep 23-Sep 25-Sep 25-Sep 25-Sep 27-Sep 27-Sep 27-Sep
Phase 2
Pre-Event
culty managing all of these events so I created this spreadsheet to remind s is more of a personal checklist for me related to each event. Metrics are ways write something in each cell, but I always update the status upon the ming up with content for the webcast or locating a venue for a User Group eting Plan tab.
Fourth Quarter
Stage Task Event Name Date Presenter Setup Develop Content Identify Target List Locate Venue Develop Marketing MesProduct B Develop Telemarketin g MesProduct B Landing Preparation Page Creation 1st and 2nd Emails Creation Follow Up Email Creation Details Year End Processing / 5 Tips & Tricks 10-Dec Due Date 11-Oct 11-Sep 11-Oct 11-Oct 11-Sep 11-Sep Status
11-Oct
11-Oct
26-Oct
26-Oct
26-Oct
26-Oct 10-Nov 19-Nov 15-Nov 3-Dec 3-Dec 7-Dec 9-Dec 9-Dec 9-Dec 11-Dec 11-Dec 11-Dec
Phase 2

Stage Task Event Name Date Presenter Develop Content Details Year End Processing / 5 Tips & Tricks 10-Dec Due Date 11-Oct 11-Sep 11-Oct 11-Oct Status
Not Sure
Setup
Setup
Identify Target List Locate Venue Develop Marketing MesProduct B Develop Telemarketin g MesProduct B Landing Preparation Page Creation 1st and 2nd Emails Creation Follow Up Email Creation Mailer Piece Creation Mail Drop Phase 1 1st Email Drop Telemarketin g 2nd Email Drop Venue Confirmation AV Equipment Pre-Event Attendee Cofirmation Sign-In Sheet Name Tags
11-Sep 11-Sep
11-Oct
11-Oct
26-Oct
26-Oct
26-Oct 26-Oct 10-Nov 19-Nov 15-Nov 3-Dec 3-Dec 7-Dec 9-Dec 9-Dec 9-Dec
Phase 2
11-Dec 11-Dec 11-Dec

Stage Task Event Name Date Presenter Setup Develop Content Identify Target List Locate Venue Develop Marketing MesProduct B Develop Telemarketin g MesProduct B Landing Preparation Page Creation 1st and 2nd Emails Creation Follow Up Email Creation Mailer Piece Creation Details Year End Processing / 5 Tips & Tricks 11-Dec Due Date 12-Oct 12-Sep 12-Oct 12-Oct 12-Sep 12-Sep Status
12-Oct
12-Oct
27-Oct
27-Oct
27-Oct
27-Oct
Mail Drop Phase 1 1st Email Drop Telemarketin g 2nd Email Drop Venue Confirmation AV Equipment Pre-Event Attendee Cofirmation Sign-In Sheet Name Tags Follow Up Email Drop Post-Event Assign Leads Event Recap Meeting
11-Nov 20-Nov 16-Nov 4-Dec 4-Dec 8-Dec 10-Dec 10-Dec 10-Dec 12-Dec 12-Dec 12-Dec
Phase 2

Stage Task Event Name Date Presenter Setup Develop Content Identify Target List Details Year End Processing / 5 Tips & Tricks 12-Dec Due Date 13-Oct 13-Sep 13-Oct 13-Oct 13-Sep Status
Setup
Locate Venue Develop Marketing MesProduct B Develop Telemarketin g MesProduct B Landing Preparation Page Creation 1st and 2nd Emails Creation Follow Up Email Creation Mailer Piece Creation Mail Drop Phase 1 1st Email Drop Telemarketin g 2nd Email Drop Venue Confirmation AV Equipment Pre-Event Attendee Cofirmation Sign-In Sheet Name Tags Follow Up Email Drop Post-Event
13-Sep
13-Oct
13-Oct
28-Oct
28-Oct
28-Oct 28-Oct 12-Nov 21-Nov
17-Nov
Phase 2
5-Dec 5-Dec 9-Dec 11-Dec 11-Dec 11-Dec 13-Dec
13-Dec 13-Dec
Web Product B UGM

Stage Task Task Date Presenter Setup Develop Content Identify Target List Locate Venue Develop Marketing MesProduct B Develop Telemarketin g MesProduct B Landing Preparation Page Creation 1st and 2nd Emails Creation Follow Up Email Creation Mailer Piece Creation Mail Drop Phase 1 18-Dec Details Details Due Date Due Date 19-Sep 19-Oct 19-Oct 19-Sep 19-Sep Status Status
19-Oct
19-Oct
3-Nov
3-Nov
3-Nov 3-Nov 18-Nov
Phase 1
27-Nov 23-Nov 11-Dec 11-Dec
Phase 2
15-Dec
Pre-Event
17-Dec 17-Dec 17-Dec 19-Dec 19-Dec 19-Dec

Stage Task Event Name Date Presenter Setup Develop Content Identify Target List Details Year End Processing / 5 Tips & Tricks 11-Dec Due Date 12-Oct 12-Sep 12-Oct 12-Oct Status
Not Sure
12-Sep
Setup
12-Sep
12-Oct
12-Oct
27-Oct
27-Oct
27-Oct 27-Oct 11-Nov 20-Nov 16-Nov 4-Dec 4-Dec 8-Dec 10-Dec 10-Dec 10-Dec 12-Dec
Phase 2
12-Dec 12-Dec

Stage Task Event Name Date Presenter Develop Content Identify Target List Locate Venue Develop Marketing MesProduct B Develop Telemarketin g MesProduct Landing Page Preparation Creation 1st and 2nd Emails Creation Follow Up Email Creation Mailer Piece Creation Mail Drop Phase 1 Plaza Club Details Year End Processing / 5 Tips & Tricks 18-Dec Due Date 19-Oct 19-Sep 19-Oct 19-Oct 19-Sep 19-Sep Status
Setup
Verify Date
19-Oct
19-Oct
3-Nov
3-Nov
3-Nov 3-Nov 18-Nov
Phase 1
27-Nov 23-Nov 11-Dec 11-Dec 15-Dec 17-Dec 17-Dec 17-Dec 19-Dec
Phase 2
Pre-Event
19-Dec
19-Dec

Stage Task Event Name Date Presenter Develop Content Identify Target List Details Year End Processing / 5 Tips & Tricks 19-Dec Due Date 20-Oct 20-Sep 20-Oct 20-Oct 20-Sep Status
Setup
Setup
20-Sep
20-Oct
20-Oct
4-Nov
4-Nov
4-Nov
4-Nov 19-Nov 28-Nov 24-Nov 12-Dec 12-Dec 16-Dec 18-Dec 18-Dec 18-Dec 20-Dec
Phase 2
20-Dec 20-Dec
Web Product A UGM

Stage Task Event Name Date Setup Presenter Develop Content Identify Target List Locate Venue Develop Marketing MesProduct B Develop Telemarketin g MesProduct Landing Page Preparation Creation 1st and 2nd Emails Creation Follow Up Email Creation Mailer Piece Creation Mail Drop Phase 1 Details Year End Processing / 5 Tips & Tricks 27-Dec Due Date 28-Oct 28-Sep 28-Oct 28-Oct 28-Sep 28-Sep 28-Oct Status
28-Oct
12-Nov
12-Nov
12-Nov 12-Nov 27-Nov
Phase 1
6-Dec 2-Dec 20-Dec 20-Dec 24-Dec 26-Dec 26-Dec 26-Dec 28-Dec 28-Dec 28-Dec
Phase 2
Pre-Event
Company B asks us to keep track of telemarketing calls for them. I have my sales me once a month and then I just update the spreadsheet as needed
Campaign Plan
Month Days Dedicated to Product B
19 11.5 10 0 22 8 4 0 12
Campaign Results
Outbound Calls
923 587 449 25 941 408 206 0 510
Outbound Emails
532 426 482 25 968 416 179 0 571
Call Replies
5 3 2 0 4 4 4 0 5
Email Replies
15 8 10 4 12 11 13 0 11
June 2012 July 2012 August 2012 September 2012 October 2012 November 2012 December 2012 Janurary 2013 February 2013 March 2013 April 2013 May 2013 June 2013 July 2013 June 2013 July 2013 August 2013 September 2013 October 2013 November 2013 December 2013
r them. I have my salesman report these numbers to spreadsheet as needed for Company B.
# of Direct Connections
74 46 32 3 103 28 27 0 11
Actual # of Qualified Opps

11 18 20 3 31 13 6 0 2
Pipeline Forecast
$55,000 $90,000 $100,000 $15,000 $155,000 $65,000 $30,000 $0 $10,000 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
Comments | Results
100% dedicated to Product B also big campaign centered around Legacy client 10 clients assigned to consultants
50+ registrations for our Cloud events in San Antonio, Houston, and Denver as
entered around Legacy clients
nio, Houston, and Denver as a result of call and email campaigns. Emails counts from this campaign do not include marketing campaign to a
ude marketing campaign to all Product B prospects, they are simply Don's individual and follow-up emails.
Whenever I think of ideas for blog articles, whitepapers, eBooks, webcasts, etc. I write them down here. I deleted my entires, I'm sure you understand.
Type Product Whitepape r Blog Whitepape r Whitepape r Blog Whitepape r Blog Blog Blog Blog Blog Blog Blog Blog Blog Blog Blog Blog Blog Blog Blog Blog Blog Whitepape r Blog Blog Blog Blog Webpage Blog Blog Blog Blog Blog Blog Blog Blog Blog Blog Title
Blog Blog Blog Blog Blog Blog Blog Blog Blog Blog Blog Blog Blog Blog Blog Blog Blog Blog Blog Blog Blog Blog Blog Blog Blog Blog Blog Blog Blog Blog Blog Blog Blog Blog Blog Blog Blog Blog Blog Blog Blog Blog Webpage
(put answers in Yellow Cells) First Quarter Theme: Your Firm In The Cloud
These are the business areas/problems you solve for your customer. If you sell a consumer product, it may be related to a calendar time of year, season or holiday. As example, if you sell business software, a theme area may be "Improving purchasing" or "Increasing Lead Conversion" or if you sell specialty food, it may be "Summer Vacations". Themes are not specific offers, but rather the catagories that certain offers may fit into. Even if you do not necessarily marketing using particular themes, it may help to have a theme in case you can't think of any particular topic to market on. You can always fall back on your quarterly theme. My themes are based around my industry. Things are typically very busy during Q1, then slow down in Q2, very slow during Q3 when everyone takes their vacations and people put off projects, and then pick back up again for Q4.
Why is this relevant to your target customer? Make the case that moving your business applications to the cloud is a cheaper alternative to maintaining on premise deloyments when you take into account the cost associated with hiring IT personel, purchasing servers, and upgrading your applications. Host a series of lunch and learns as well as webcasts in cinjunction with our User Group Meetings (UGM). Second Quarter Theme: Document Management Why is this relevant to your target customer? Coincides with audit season, there is a document management solution for all of our products, some support contract marketing as we approach the slow season. Third Quarter Theme: Business Intelligence Why is this relevant to your target customer? Available in all of the products we carry and intelligence tools are often very under-utilized. Educate people on what exactly BI tools are and that what they already manually translate into excel can be automated to save many hours of work. Fourth Quarter Theme: Year End Prep Why is this relevant to your target customer?
What can be done differently to help your business grow this year, Section 179 deductions, planning for better financial data, inventory, purchasing, etc.
This used to be my marketing plan however it evolved more into a list of tasks that needed to be completed on a weekly basis in order to complete marketing campaigns. I don't use it much these days and usually put specific tasks in my Outlook calendar, but you might find it useful. Nurture Existing
Webcast Month Week Of Theme 31-Dec 7-Jan 14-Jan 21-Jan 28-Jan 4-Feb 11-Feb 18-Feb 25-Feb 4-Mar 11-Mar 18-Mar 25-Mar 1-Apr 8-Apr 15-Apr 22-Apr 29-Apr 6-May 13-May 20-May 27-May 3-Jun 10-Jun 17-Jun 24-Jun 1-Jul 8-Jul 15-Jul 22-Jul 29-Jul 5-Aug 12-Aug 19-Aug 26-Aug 2-Sep 9-Sep 16-Sep 23-Sep 30-Sep 7-Oct 14-Oct 21-Oct 28-Oct 4-Nov 11-Nov 18-Nov 25-Nov 2-Dec 9-Dec 16-Dec 23-Dec 30-Dec Email Webcast
Find New Prospects

Email Telemarketing Net New Program Blog Entry (title or # per week)
Social Media
Twitter, Facebook, Google+ Other LinkedIn Groups (Slideshare, YouTube, Newsletter
Current Clients
UGM Webcast Joint Marketing w/ Partner
Referral Activity
Executive Lunches Other Referral Activity
PR/Community
Public Speaking Press Meeting/ release Website
Infrastructure
Collateral Other
January
April
March
July
June
Novem Septembe October August ber r
December
Year End Prep
Business Intelligence
Document Management
May
Your Firm In The Cloud
Februar y

Reddit Marketing Plan

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Stage

Suspect Net New Move Suspect Marketing to Prospect

Prospect Move Prospect to Lead

Establish Like Begin to Build Trust

Lead - Move Lead to Customer

Sales Process Establish Trust Begin to get trial or buy

Trials (audits, estimates, reviews) LinkedIn Twitter Facebook Blogging

Customer Gain repeat purchases & referrals

Current Customer Marketing

Sat. Customer Customer Delight Programs Evangelist Referral Marketing Programs

Repeat purchase Get Referrals Create ongoing referrals

Date Last Updated:

Activity Web Web Email Webcast Webcast Total May-13

Date to be completed On-going On-going

Product A SaaS Preview Environment Sent by Rental

On-going 4/23 4/23

Date to be completed On-going On-going 5/8 5/16 5/20 5/21

Project Navigator Sent by Rental Prospects in CO and TX

Total Jul-13 Date to be completed On-going On-going On-going

Activity Web Web Email

Description Leads Generated from website SEO Product A Drip Campaign

Webcast Webcast Tradeshows/Event Product B Trade Show s Total Aug-13

7/2 7/18 7/24 7/26

Activity Web Email Webcast Webcast Webcast Webcast Total Sep-13

Date to be completed On-going On-going 8/8 8/15 8/22 8/27

San Antonio Houston San Antonio Web

9/19 9/25 9/26 9/26

Date to be completed On-going On-going October On-going 10/2 10/17

Announce ARA webcasts Web Sent by Rental

Activity Web Email Webcast Total Dec-13

Date to be completed On-going On-going 11/21

Activity Web Email Live Seminar Live Seminar

Date to be completed On-going On-going 12/10 12/10

12/11 12/11 12/12 12/17 12/18 12/18 12/19 12/19 12/27

Product B Group Meetings

Product A User Group Meetings

Cloud Lunch & Learns

ARA Rental Market Metrics Webcast

Product A Nurture Email

Direct Mail Webcast Email

Advertising Live Seminar

Telemarketing Web Trade Show/Event Lead Nurturing Other

Date Last Updated:

Budget Qualified Leads 14

Budget ($) $550 $3,900 $0 $907 $0 $5,357

MDF ($) Raw Leads $0 $0 34

14 Results Qualified Leads

Budget ($) $550 $0 $0 $907 $1,000 $0 $2,457

MDF ($) Raw Leads $0

127 12,020 625

Reach and Goals

100 600 100 500 200 100

100 600 1,200 300 500 200

100 150 1,200

0 Results Qualified Leads

Budget ($) $550 $3,900 $0

MDF ($) Raw Leads $550

2,000 12,000 1,000 N.A. 15,000

500 300 1,000 N.A. 1,800 38

$0 $907 $0 $1,000 $6,357 Budget Closed Goal $550

0 Results Qualified Leads

Budget ($) $550 $0 $0 $907 $0 $0 $1,457 Budget

MDF ($) Raw Leads $0

0 Results Qualified Leads