If you are serious about scaling your business – or even just ensuring that you iron out some of the peaks and troughs – you need to have and execute a solid lead generation process.
In this Slideshare I am going to show you how to capture the key behaviours we need to adopt each month – the key things we need to do – in order to consistently generate the leads we want. It’s all very well having goals and targets – but they are not going to happen on their own!
Challenges and Opportunities: A Qualitative Study on Tax Compliance in Pakistan
How to Develop Your Marketing Cookbook
1. If you are serious about scaling your business – or
even just ensuring that you iron out some of
the peaks and troughs – you need to have and
execute a solid lead generation process.
In this webinar I am going to show you how to
capture the key behaviours we need to adopt each
month – the key things we need to do – in order to
consistently generate the leads we want. It’s all
very well having goals and targets – but they are
not going to happen on their own!
There is a link at the end of this deck to the associated
blog and webinar recording.
4. Existing Customers New Customers
Audience/ Who To?
Hunting/TargetedFarming
TypeofActivites
End of Project Review
Annual Review
Feedback Survey
Newsletter
Monthly Blog
LinkedIn User Group
SEO (Search Engine Optimisation)
Social Media – blogs, tweets, groups
etc
Networking
E-book
Competitions
A targeted mail campaign
Direct follow-up of downloads
Targeted LinkedIn campaign
Targeted Facebook campaign
5. Existing Customers New Customers
Audience/ Who To?
Hunting/TargetedFarming
TypeofActivites
End of Project Review
Annual Review
Feedback Survey
Monthly Blog SEO (Search Engine Optimisation)
Social Media – blogs
Networking
A targeted mail campaign
Direct follow-up of downloads
6. Existing Customers New Customers
Audience/ Who To?
Hunting/TargetedFarming
TypeofActivites
End of Project Review
Annual Review
Feedback Survey
Monthly Blog SEO (Search Engine Optimisation)
Social Media – blogs
Networking
A targeted mail campaign
Direct follow-up of downloads
7. Focus on ideal target Raise interest Arrange Meeting Identify Pain Points Keep in touch
or Mailing List Nurture
How? Use list & criteria Use CTA e-book Discussion Guide See Sales Process Farming Activities
When? Last Friday of Month 5 per week - Mon Thurs PM Ideally Mondays See CookBook
Who? MH MH KB KB MH
How Many? 20 Per Month 20/ Month (5/ week) 20 Per Month 2 Per Month 18 Per Month
Success KPIs 10% 50%
Why?
Targeted Email Campaign Process
Identify &
agree the next
prospects
Mail them Telephone
follow-up
Sales Meeting
if interested
now
Put on
'Farming' list if
not now
Targeted Mail Campaign
8. M
onth
Type Activity Aims Behaviours
Target/
Leading
KPIs Actual
Outcome/
Lagging
KPIs Actual
New
Hunting
Farming
WhoTo?
1
2
3
Hunting
Farming
Existing
1
1
1
2
3
9. M
onth
Type Activity Aims Behaviours
Target/
Leading
KPIs Actual
Outcome/
Lagging
KPIs Actual
New
Hunting
Farming
WhoTo?
1
2
3
Hunting
Farming
Existing
1
1
1
2
3
10. M
onth
Type Activity Aims Behaviours
Target/
Leading
KPIs Actual
Outcome/
Lagging
KPIs Actual
New
Hunting
Farming
WhoTo?
1
2
3
Hunting
Farming
Existing
1
1
1
2
3
11. M
onth
Type Activity Aims Behaviours
Target/
Leading
KPIs Actual
Outcome/
Lagging
KPIs Actual
New
Hunting
Farming
WhoTo?
1
2
3
Hunting
Farming
Existing
1
1
1
2
3
12. M
onth
Type Activity Aims Behaviours
Target/
Leading
KPIs Actual
Outcome/
Lagging
KPIs Actual
Identify & agree the next prospects
Mail them
Telephone follow-up
Sales Meeting if interested now
Put on 'Farming' list if not now
New
Hunting
Farming
WhoTo?
1
2
3
Hunting
Farming
Existing
Targeted Email
Campaign Process
1
1
2
3
Focus on ideal target Raise interest Arrange Meeting Identify Pain Points Keep in touch
or Mailing List Nurture
How? Use list & criteria Use CTA e-book Discussion Guide See Sales Process Farming Activities
When? Last Friday of Month 5 per week - Mon Thurs PM Ideally Mondays See CookBook
Who? MH MH KB KB MH
How Many? 20 Per Month 20/ Month (5/ week) 20 Per Month 2 Per Month 18 Per Month
Success KPIs 10% 50%
Why?
Targeted Email Campaign Process
Identify &
agree the next
prospects
Mail them Telephone
follow-up
Sales Meeting
if interested
now
Put on
'Farming' list if
not now
13. M
onth
Type Activity Aims Behaviours
Target/
Leading
KPIs Actual
Outcome/
Lagging
KPIs Actual
Target Identify & agree the next prospects
Raise interest Mail them
Arrange F2F Telephone follow-up
Pain Points Sales Meeting if interested now
Nurture Put on 'Farming' list if not now
New
Hunting
Farming
WhoTo?
1
2
3
Hunting
Farming
Existing
Targeted Email
Campaign Process
1
1
2
3
14. M
onth
Type Activity Aims Behaviours
Target/
Leading
KPIs Actual
Outcome/
Lagging
KPIs Actual
Target Identify & agree the next prospects 20
Raise interest Mail them 20
Arrange F2F Telephone follow-up 20
Pain Points Sales Meeting if interested now 2
Nurture Put on 'Farming' list if not now 18
New
Hunting
Farming
WhoTo?
1
2
3
Hunting
Farming
Existing
Targeted Email
Campaign Process
1
1
2
3
15. M
onth
Type Activity Aims Behaviours
Target/
Leading
KPIs Actual
Outcome/
Lagging
KPIs Actual
Target Identify & agree the next prospects 20
Raise interest Mail them 20
Arrange F2F Telephone follow-up 20
Pain Points Sales Meeting if interested now 2
Nurture Put on 'Farming' list if not now 18
1 New Client
on Retainer
New
Hunting
Farming
WhoTo?
1
2
3
Hunting
Farming
Existing
Targeted Email
Campaign Process
1
1
2
3
16. M
onth
Type Activity Aims Behaviours
Target/
Leading
KPIs Actual
Outcome/
Lagging
KPIs Actual
Create useful
content Agree topic 3rd Friday of month
Topic
Agreed Open rate x
Nurture/ engage
with clients Prepare draft by 4th Friday Draft Click rate y
Build useful
resource Send First Friday Sent
Target Identify & agree the next prospects 20
Raise interest Mail them 20
Arrange F2F Telephone follow-up 20
Pain Points Sales Meeting if interested now 2
Nurture Put on 'Farming' list if not now 18
1 New Client
on Retainer
New
Hunting
Farming
WhoTo?
Monthly Blog
2
3
Hunting
Farming
Existing
Targeted Email
Campaign Process
1
1
2
3
17. M
onth
Type Activity Aims Behaviours
Target/
Leading
KPIs Actual
Outcome/
Lagging
KPIs Actual
Create useful
content Agree topic 3rd Friday of month Topic Agreed Open rate x
Nurture/ engage
with clients Prepare draft by 4th Friday Draft Click rate y
Build useful
resource Send First Friday Sent
SEO
Drive appropriate
traffic
Review performance with SEO company Done Visits, bounce
rate
Engage wider
audience
Post Blog onto business & personal LinkedIn Done
Views/ Shares
Raise credibility Post Blog into identified groups Done
Make new contacts
F2F Attend existing & one new per month 2
4 Contacts
added to list
Target Identify & agree the next prospects 20
Raise interest Mail them 20
Arrange F2F Telephone follow-up 20
Pain Points Sales Meeting if interested now 2
Nurture Put on 'Farming' list if not now 18
1 New Client
on Retainer
New
Hunting
Farming
WhoTo?
Monthly Blog
2
3
Hunting
Farming
Existing
Targeted Email
Campaign Process
1
Blog
Networking
18. M
onth
Type Activity Aims Behaviours
Target/
Leading
KPIs Actual
Outcome/
Lagging
KPIs Actual
End of project review
Get follow-on work
& referral
Every time
Held?
Annual Review
Get repeat work &
referral Carry out one per month 1
Feedback Survey
Improve & ask for
referral Every review Done?
Create useful
content Agree topic 3rd Friday of month Topic Agreed Open rate x
Nurture/ engage
with clients Prepare draft by 4th Friday Draft Click rate y
Build useful
resource Send First Friday Sent
SEO
Drive appropriate
traffic
Review performance with SEO company Done Visits, bounce
rate
Engage wider
audience
Post Blog onto business & personal LinkedIn Done
Views/ Shares
Raise credibility Post Blog into identified groups Done
Make new contacts
F2F Attend existing & one new per month 2
4 Contacts
added to list
Target Identify & agree the next prospects 20
Raise interest Mail them 20
Arrange F2F Telephone follow-up 20
Pain Points Sales Meeting if interested now 2
Nurture Put on 'Farming' list if not now 18
1 New Client
on Retainer
1 Referral,
one piece of
additional
business
New
Hunting
Farming
WhoTo?
Monthly Blog
2
3
Hunting
Farming
Existing
Targeted Email
Campaign Process
Blog
Networking
19. M
onth
Type Activity Aims Behaviours
Target/
Leading
KPIs Actual
Outcome/
Lagging
KPIs Actual
End of project review
Get follow-on work
& referral
Every time
Held?
Annual Review
Get repeat work &
referral Carry out one per month 1
Feedback Survey
Improve & ask for
referral Every review Done?
Create useful
content Agree topic 3rd Friday of month Topic Agreed Open rate x
Nurture/ engage
with clients Prepare draft by 4th Friday Draft Click rate y
Build useful
resource Send First Friday Sent
SEO
Drive appropriate
traffic
Review performance with SEO company Done Visits, bounce
rate
Engage wider
audience
Post Blog onto business & personal LinkedIn Done
Views/ Shares
Raise credibility Post Blog into identified groups Done
Make new contacts
F2F Attend existing & one new per month 2
4 Contacts
added to list
Target Identify & agree the next prospects 20
Raise interest Mail them 20
Arrange F2F Telephone follow-up 20
Pain Points Sales Meeting if interested now 2
Nurture Put on 'Farming' list if not now 18
1 New Client
on Retainer
1 Referral,
one piece of
additional
business
New
Hunting
Farming
WhoTo?
Monthly Blog
2
3
Hunting
Farming
Existing
Targeted Email
Campaign Process
Blog
Networking
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Notas del editor
Ok so this time we are going to take a look at what we call our ‘cookbook’
A quick re-cap
We’re looking at lead generation and getting to grips with a simple but effective marketing plan.
We’ve already covered the Value Proposition and our 3 year planning which is the more strategic end of the marketing plan – we’re looking at implementing it – the tactics
We’ve looked at a framework to help develop some activities that we think will help deliver on the plan and last time we took a hunting activity and turned it into a lead generation process to make it something that you (and your team) can follow time after time so that it becomes a habit
This time we going to take the framework and the process and capture the key behaviours we need to adopt each month – the key things we need to do – in order to consistently generate the leads we want. It’s all very well having goals and targets – but they are not going to happen on their own!
Businesses that manage to scale successfully execute their plans consistently and effectively – including lead generation
So we developed our lead generation framework looking at existing and new customers and hunting and farming activities – and finished off looking like this
We said we’d generally like to do one thing in each box really well rather than lost of things so let’s hone this down a little
We also developed a little more detail around the hunting activity to new customers – the targeted mail campaign
And ended up looking like this with the key steps across the top and the detail below
And this links into the next step which is our CookBook
This can be done as a whole business – or if you have marketing and sales teams then you might like to think about each person in the teams developing their own CookBook
The idea of a cookbook is that we give ourselves a recipe if you like that we follow – or that we get our sales people to follow.
It combines the behaviours (such as telephone calls, meetings etc) with some metrics so that we can work out over time whether we are doing the right things and whether they are leading to the expected results
At first glance it may look a little confusing so let me walk you through it!
The first think to note is that we should review this monthly – it might be that the bulk of it remains the same but we need to record our actual behaviours and metrics for the month
The next thing to note is that it picks up on the Lead Generation Framework we did earlier identifying activities by – Existing or New Customers, Hunting or Farming – so they work together forming a cohesive plan of action – this is not a separate framework used in isolation
It’s going to provide a way for us to define the behaviours we want in order to deliver those lead generation activities
But also to define and track key performance indicators – leading ones that are the behaviours we hope will lead to the results we want and lagging ones that track the results after
So a leading KPI might be the number of phone calls we need to make, a lagging one might be the qualified leads generated that are to be followed up in our sales process
So lets take our example framework and work it through –
You can start where you like – I’m starting with Hunting for new customers which is the one we worked up in the lead generation process example if you remember – we were looking at a targeted lead generation process
So our Behaviours might be to identify and agree the next group of prospects, mail them, follow them up with a call etc. as we defined in our lead generation process earlier
Our aims of each of those behaviours can be recorded here next – so the aim of the mailing is simply to raise interest to hopefully accept a call from us in this case
Then we want to set some Leading KPIs – which again we set out in our lead generation process
And then we can record the actual when we review at the end of the month
Then what are we looking for as the outcome – or what are the Lagging KPIs/ what do we hope to get out of the activity and what are the actual results that we get at the end of the month?
So that’s and example where we had already spelt out the process – which we will probably have done for our targeted activities
Next let’s take the Farming Activities to Existing customers/ prospects
We said we would create a useful blog that could be used in several ways – coordinated across the 4 boxes
And then the Farming activities to New customers/ prospects – SEO, Blog and Networking
Finally the hunting to Existing customers aimed at generating referrals and ongoing/ additional work
Note this section highlighted is the key to this – it defines the behaviours we want to see and measure each month
Now it’s worth a comment here about tracking the source of leads
All of these activities take time and in some cases cash. What we’d like to be able to do is work out which ones are worth continuing and which are not
Whilst it is not always straightforward, things are a lot easier than they used to be when John Wanamaker is quoted as saying ‘I know half my advertising budget is wasted – I just don’t know which half”
Consider ways to track where leads come from – for example virtual numbers these days are very cheap so if you do run different campaigns, consider a different number for each – or a different email or landing page so that you can measure
A quick re-cap
We’re looking at lead generation and getting to grips with a simple but effective marketing plan.
If you are serious about scaling your business – or even just ensuring that you iron out some of the peaks and troughs – you need to have and execute a solid lead generation process.
Now we’ve done our CookBook and defined the activities and behaviours we are wanting each month, we can start to put our marketing budget together – we’ll cover that in the next module