Post on 14-Apr-2018
transcript
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Stage Mktg Type Goal
Create Know Website FB+LI Ads PR
Generate Like SEO Reviews Traditional Ads
LinkedIN Q &A Quotes Direct Mail
Blogging Networking Tradeshows
Speaking Surveys Lumpy Mail
Webinars Contests Knocks
Knowledge Banner Ads Tele-Discovery
Vision
Sponsorships
YouTube Pop Up Shops Slideshare
Establish Like Newsletter Target Direct Mail Conversations (phone &
Begin to Build Trust Webinars Testimonial Stories & Educational email series
1:1 Offers Twitter Group Entertain-ment
Value Content Blogging Reviews
Brand Elements Slideshare
Seminars YouTube
(educational) Talkable Gimmick
Establish Trust Case Statement Trials (audits, estimates,
Begin to get trial or Success Stories Sales Presentation LinkedIn
Company Story White Papers Twitter
Samples 1:1 Entertainment Facebook
Proof Items Blogging
Starter Offers
Get paid trials Paid Trial Affiliate Referral Platform Cust. Bill of Rights
Perfect Intro Customer Portal Welcome/Orientation
Sales Procs Review Mailing List Registrations
Set stage for repeaturchase & referrals
Welcome Kit
Cust. Newsletter
Repeat purchase All of above in customer + Pass-on offers
Get Referrals Surveys Door Hangers
Pass Along Cards Joint Marketing Co-branded Microsite
Referral Incentives Advisory Board Joint Networking
Pass-on offers Live Testimonials
Bill Stuffers Video Testimonial
Evangelist Referral
MarketingPrograms
Create ongoing
referrals
Customers Groups
(Advisory, Practical,
Networking)
Have customerspurchase
Customer -Gain repeatpurchases &referrals
CurrentCustomerMarketing
Sat. Customer CustomerDelightPro rams
Add-On Webinar/Seminar
Lead - MoveLead toCustomer
Sales Process
Brand Elements(responsiveness,
educational)
Tactics
Suspect -Move Suspectto Prospect
Net NewMarketing
Prospect -MoveProspect toLead
NurtureMarketing
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Marketing Plan Worksheet
Lead Generation - New System & Cross Product Sales Date Last
Activity Description NotesDate to be
completed
Web Leads Generated from website On-going
Web SEO On-going
Email Product A Drip CampaignProduct A SaaS Preview
Environment On-going
Webcast ARA Rental Market Metrics Sent by Rental 4/23
Webcast 29 Minute Webcast: FAS 4/23
Total
Activity Description NotesDate to be
completed
Web Leads Generated from website On-going
Email Product A Drip Campaign Project Navigator On-going
Webcast 29 Minute Webcast: CRM 5/8
Webcast ARA Rental Market Metrics Sent by Rental 5/16
Direct MailGift Campaign with handwritten letters
and follow-up callProspects in CO and TX
5/20
Webcast 29 Minute Webcast: HRMS 5/21
Total
s s my mar et ng p an. typ ca y p an or an ent re quarter, w t some
the year. This plan and is frequently updated as I come up with new ide
several software firms. Two of these firms have what is called an MDF, or
Each of these publishers requires their own individual marketing plan. I
Apr-13
May-13
Jun-13
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Activity Description NotesDate to be
completed
Web Leads Generated from website On-going
Email Product A Drip Campaign On-going
Telemarketing Hoovers Subscription Arizona market 6/4
Live Seminar Cloud 101: Your Firm In The Cloud Honolulu 6/10
Live Seminar Product B User Group Meeting Houston 6/11
Live Seminar Product B User Group Meeting Honolulu 6/12
Live Seminar Product B User Group Meeting San Antonio 6/12
Live Seminar Product B User Group Meeting Denver 6/13
Live SeminarProduct A User Group Meeting: Advanced
Financial ReportingHonolulu
6/13
Live Seminar
Cloud 201: What You Need to Know About
Security Houston 6/18
Live SeminarProduct A User Group Meeting: Advanced
Financial ReportingHouston
6/19
Webcast Product B User Group Meeting Web 6/19
Webcast ARA Rental Market Metrics Sent by Rental 6/20
Live SeminarProduct A User Group Meeting: Advanced
Financial ReportingSan Antonio
6/20
Live SeminarProduct A User Group Meeting: Advanced
Financial ReportingDenver
6/25
Live Seminar
Cloud 201: What You Need to Know About
Security San Antonio 6/25
Live SeminarCloud 201: What You Need to Know About
SecurityDenver
6/27
Web CastProduct A User Group Meeting: Advanced
Financial ReportingWeb
6/27
Total
Activity Description NotesDate to be
completed
Web Leads Generated from website On-going
Web SEO On-going
Email Product A Drip Campaign On-going
Jul-13
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WebcastCloud 201: What You Need to Know About
SecurityWeb
7/2
Webcast ARA Rental Market Metrics Sent by Rental 7/18
Webcast 29 Minute Webcast: BIE Advanced Reporting 7/24
Tradeshows/Event
s Product B Trade Show 7/26
Total
Activity Description NotesDate to be
completed
Web Leads Generated from website On-going
Email Product A Drip Campaign On-going
Webcast 29 Minute Webcast: FAS 8/8
Webcast ARA Rental Market Metrics Sent by Rental 8/15
Webcast 29 Minute Webcast: CRM 8/22
Webcast 29 Minute Webcast: HRMS 8/27
Total
Activity Description NotesDate to be
completed
Web Leads Generated from website On-going
Email Product A Drip Campaign On-going
Live Seminar Product B User Group Meeting Houston 9/10
Live SeminarCloud 201: What You Need to Know About
SecurityHonolulu
9/10
Live Seminar Product A User Group Meeting Honolulu 9/10
Live Seminar Product B User Group Meeting San Antonio 9/11
Live Seminar Product B User Group Meeting Denver 9/12
Live Seminar Product A User Group Meeting Denver 9/17
Webcast Product B User Group Meeting Web 9/18
Live Seminar Product A User Group Meeting Houston 9/18
Live Seminar Cloud 301 Denver 9/19
Webcast ARA Rental Market Metrics Sent by Rental 9/19
Aug-13
Sep-13
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Live Seminar Product A User Group Meeting San Antonio 9/19
Live Seminar Cloud 301 Houston 9/25
Live Seminar Cloud 301 San Antonio 9/26
Web Cast Product A User Group Meeting Web 9/26
Total
Activity Description NotesDate to be
completed
Web Leads Generated from website On-going
Web SEO On-going
Advertising Rental Magazine: Software Issue Announce ARA webcasts October
Email Product A Drip Campaign On-going
Webcast Cloud 301 Web 10/2
Webcast ARA Rental Market Metrics Sent by Rental 10/17
Total
Activity Description NotesDate to be
completed
Web Leads Generated from website On-going
Email Product A Drip Campaign On-going
Webcast ARA Rental Market Metrics Sent by Rental 11/21
Total
Activity Description Notes Date to becompleted
Web Leads Generated from website On-going
Email Product A Drip Campaign On-going
Live Seminar Product B User Group Meeting Houston 12/10
Live Seminar Product B User Group Meeting Honolulu 12/10
Oct-13
Nov-13
Dec-13
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Live Seminar Product B User Group Meeting San Antonio 12/11
Live Seminar Product A User Group Meeting Honolulu 12/11
Live Seminar Product B User Group Meeting Denver 12/12
Live Seminar Product A User Group Meeting Denver 12/17
Webcast Product B User Group Meeting Web 12/18
Live Seminar Product A User Group Meeting Houston 12/18
Live Seminar Product A User Group Meeting San Antonio 12/19
Webcast ARA Rental Market Metrics Sent by Rental 12/19
Webcast Product A User Group Meeting Web 12/27
Total
Cloud Lunch & Learns
Product B Group Meetings
Product A User Group Meetings
Yearly Totals
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ARA Rental Market Metrics Webcast
Gift Campaign
Product A Nurture Email
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Direct Mail
Webcast
Advertising
Live Seminar
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Telemarketing
Web
Trade Show/Event
Lead Nurturing
Other
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pdated: 4/8/2013
Date
Completed
Prospect
List
Customer
List
Qualified
Leads Goal
Closed
GoalBudget ($) MDF ($) Raw Leads
Qualified
Leads
On-going N.A. N.A. 15 $550 $0 34 14
On-going N.A. N.A. $3,900 $0
On-going $0
12,000 300 5 $907
148 3 $0
12,000 448 23 0 $5,357 $0 34 14
Date
Completed
Prospect
List
Customer
List
Qualified
Leads Goal
Closed
GoalBudget ($) MDF ($) Raw Leads
Qualified
Leads
On-going N.A. N.A. 15 $550 $0
On-going $0
198 5 $0
12,000 300 5 $907 $0
20 5 $1,000 $500
127 3 $0
12,020 625 33 0 $2,457 $500 0 0
m nor p ann ng nto t e su sequent quarters. ere are some events t at
s or someone makes a request. One thing you'll notice is the MDF column u
arketing Development Fund set aside and they give me money to help with
simply copy and paste the relevant marleting campagns from this sheet into
chane to the MDF I have them tied back into this sheet.
Reach and Goals Budget
Reach and Goals Budget
Reach and Goals Budget
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Date
Completed
Prospect
List
Customer
List
Qualified
Leads Goal
Closed
GoalBudget ($) MDF ($) Raw Leads
Qualified
Leads
On-going N.A. N.A. 20 $550 $0
On-going $0
7,500 50 $2,400 $1,000
600 100 7 $1,200 $1,350
600 3 $500 $250
100 2 $1,000 $500
500 3 $500 $250
200 1 $400 $200
100 2 $1,200 $550
1,000 100 5 $1,000 $800
600 3 $800 $400
1,200 1 $0
12,000 300 5 $907 $0
500 3 $600 $300
200 1 $400 0
1,000 100 5 $1,000 $800
1,000 150 4 $800 $400
1,200 1 $0
23,100 5,950 116 0 $13,257 $6,800 0 0
Budget
Date
Completed
Prospect
List
Customer
List
Qualified
Leads Goal
Closed
GoalBudget ($) MDF ($) Raw Leads
Qualified
Leads
On-going N.A. N.A. 20 $550 $550
On-going N.A. N.A. $3,900
On-going $0
Reach and Goals
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2,000 500 3 $0
12,000 300 5 $907 $0
1,000 1,000 5 $0
N.A. N.A. 5 $1,000
15,000 1,800 38 0 $6,357 $550 0 0
Budget
Date
Completed
Prospect
List
Customer
List
Qualified
Leads Goal
Closed
GoalBudget ($) MDF ($) Raw Leads
Qualified
Leads
On-going N.A. N.A. 20 $550 $0
On-going $0
148 3 $0
12,000 300 5 $907 $0
198 3 $0
127 3 $0
12,000 773 34 0 $1,457 $0 0 0
Budget
Date
Completed
Prospect
List
Customer
List
Qualified
Leads Goal
Closed
GoalBudget ($) MDF ($) Raw Leads
Qualified
Leads
On-going N.A. N.A. 20 $550 $0
On-going $0
600 3 $500 $250
600 100 7 $1,200 $0
200 7 $1,200 $550
500 3 $500 $250
200 1 $300 $150
200 1 $1,000 $500
1,200 1 $0
600 3 $800 $400
1,000 150 4 $800 $0
12,000 300 5 $907 $0
Reach and Goals
Reach and Goals
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500 3 $600 $300
1,000 100 5 $1,000 $500
1,000 100 5 $1,000 $500
1,200 1 $0
15,600 5,950 69 0 $10,357 $3,400 0 0
Budget
Date
Completed
Prospect
List
Customer
List
Qualified
Leads Goal
Closed
GoalBudget ($) MDF ($) Raw Leads
Qualified
Leads
On-going N.A. N.A. 20 $550 $0
On-going N.A. N.A. $3,900 $0
$2,614 $0
On-going $0
2,000 500 3 $0
$907 $0
2,000 500 23 0 $7,971 $0 0 0
Budget
Date
Completed
Prospect
List
Customer
List
Qualified
Leads Goal
Closed
GoalBudget ($) MDF ($) Raw Leads
Qualified
Leads
On-going N.A. N.A. 20 $550 $0
On-going $0
$907 $0
0 0 20 0 $1,457 $0 0 0
Budget
DateCompleted
ProspectList
CustomerList
QualifiedLeads Goal
ClosedGoal
Budget ($) MDF ($) Raw Leads QualifiedLeads
On-going N.A. N.A. 20 $0
On-going
$0
$0
Reach and Goals
Reach and Goals
Reach and Goals
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$0
$0
$0
$0
$0
$0
$907 $0
0 0 20 0 $907 $0 0 0
Qualified
Leads
Goal
Estimated
CloseBudget ($) MDF ($) Raw Leads
Qualified
Leads
376 $49,577 $11,250 34 14
Qualified
LeadsGoal
Estimated
Close Budget ($) MDF ($) Raw Leads
Qualified
Leads
18 $3,700 $1,850 0 0
Qualified
Leads
Goal
Estimated
CloseBudget ($) MDF ($) Raw Leads
Qualified
Leads
25 $6,600 $3,000 0 0
.Budget Res
Budget Res
.Budget Res
.
.Budget Res
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Qualified
Leads
Goal
Estimated
CloseBudget ($) MDF ($) Raw Leads
Qualified
Leads
48 $8,000 $4,350 0 0
Qualified
Leads
Goal
Estimated
CloseBudget ($) MDF ($) Raw Leads
Qualified
Leads
30 $10,777 $0 0 0
Qualified
Leads
Goal
Estimated
CloseBudget ($) MDF ($) Raw Leads
Qualified
Leads
5 $1,000 $500 0 0
Qualified
Leads
Goal
EstimatedClose
Budget ($) MDF ($) Raw Leads QualifiedLeads
0 $0 $0 0 0
.
.Budget Res
.Budget Res
Budget Res
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Actual
Cost ($)Cost/Qual
ified Lead
Comments Interested
/Form
Demo Propose Close
$550 $39.29
$907
$1,457 $104.07 0 0 0 0
Actual
Cost ($)Cost/Qual
ified Lead
Comments Interested
/Form
Demo Propose Close
$550
$907
$1,457 0 0 0 0
ve a rea y een sc e u e an reservat ons ma e or ater on n
nder budget. My compnay is a Value Added Reseller (VAR) for
marketing for certain events based on my budget for the event.
the next two sheets and send them accordingly. If they make
Results Lead Stage
Results Lead Stage
Results Lead Stage
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Actual
Cost ($)Cost/Qual
ified Lead
Comments Interested
/Form
Demo Propose Close
$550
$907
$1,457 0 0 0 0
Actual
Cost ($)Cost/Qual
ified Lead
Comments Interested
/Form
Demo Propose Close
$550
Results Lead Stage
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$907
$1,457 0 0 0 0
Actual
Cost ($)Cost/Qual
ified Lead
Comments Interested
/Form
Demo Propose Close
$550
$907
$1,457 0 0 0 0
Actual
Cost ($)Cost/Qual
ified Lead
Comments Interested
/Form
Demo Propose Close
$550
$907
Results Lead Stage
Results Lead Stage
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$1,457 0 0 0 0
Actual
Cost ($)Cost/Qual
ified Lead
Comments Interested
/Form
Demo Propose Close
$550
$907
$1,457 0 0 0 0
Actual
Cost ($)Cost/Qual
ified Lead
Comments Interested
/Form
Demo Propose Close
$550
$907
$1,457 0 0 0 0
ActualCost ($)
Cost/Qual
ified Lead
Comments Interested
/Form
Demo Propose Close
$550
Results Lead Stage
Results Lead Stage
Results Lead Stage
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$907
$1,457 0 0 0 0
Actual
Cost ($)Cost/Qual
ified Lead
Interested
/NA Form
Demo Propose Actual Close
$13,113 $936.64 0 0 0 0
Actual
Cost ($) Cost/Qualified Lead
Interested/NA Form
Demo Propose Actual Close
$0 0 0 0 0
Actual
Cost ($)Cost/Qual
ified Lead
Interested
/NA Form
Demo Propose Actual Close
#VALUE! 0 0 0 0
ults Lead Stage
ults Lead Stage
ults Lead Stage
ults Lead Stage
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Actual
Cost ($)Cost/Qual
ified Lead
Interested
/NA Form
Demo Propose Actual Close
$907 0 0 0 0
Actual
Cost ($)Cost/Qual
ified Lead
Interested
/NA Form
Demo Propose Actual Close
$7,256 0 0 0 0
Actual
Cost ($)Cost/Qual
ified Lead
Interested
/NA Form
Demo Propose Actual Close
$0 0 0 0 0
ActualCost ($)
Cost/Qual
ified Lead
Interested
/NA Form
Demo Propose Actual Close
$0 0 0 0 0
Lead Stage
ults Lead Stage
ults
ults Lead Stage
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Company A Marketing Plan Worksheet
Lead Generation - New System & Cross Product Sales Date Last Updated
Activity Description NotesDate to be
completed
Web Leads Generated from website On-going
Web SEO5 phrases dedicated
to Product A
On-going
Email Product A Drip Campaign
Product A SaaS
Preview
Environment On-going
Total
Activity Description NotesDate to be
completed
Web Leads Generated from website On-going
Email Product A Drip Campaign Project Navigator On-going
Total
Activity Description NotesDate to be
completed
Web Leads Generated from website On-going
Email Product A Drip Campaign On-going
Telemarketing Hoovers Subscription Arizona market 6/4
May-13
Apr-13
Jun-13
This is another individual marketing plan for the other firm that gives me
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Live Seminar Cloud 101: Your Firm In The Cloud Honolulu 6/10
Live SeminarProduct A User Group Meeting: Advanced
Financial ReportingHonolulu
6/13
Live SeminarCloud 201: What You Need to Know About
SecurityHouston
6/18
Live SeminarProduct A User Group Meeting: Advanced
Financial ReportingHouston
6/19
Live SeminarProduct A User Group Meeting: Advanced
Financial ReportingSan Antonio
6/20
Live SeminarProduct A User Group Meeting: Advanced
Financial ReportingDenver
6/25
Live SeminarCloud 201: What You Need to Know About
SecuritySan Antonio
6/25
Live SeminarCloud 201: What You Need to Know About
SecurityDenver
6/27
Web CastProduct A User Group Meeting: Advanced
Financial ReportingWeb
6/27
Total
Activity Description NotesDate to be
completed
Web Leads Generated from website On-going
Web SEO5 phrases dedicated
to Product AOn-going
Email Product A Drip Campaign On-going
WebcastCloud 201: What You Need to Know About
SecurityWeb
7/2
Total
Jul-13
Aug-13
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Activity Description NotesDate to be
completed
Web Leads Generated from website On-going
Email Product A Drip Campaign On-going
Total
Activity Description NotesDate to be
completed
Web Leads Generated from website On-going
Email Product A Drip Campaign On-going
Live SeminarCloud 201: What You Need to Know About
SecurityHonolulu
9/10
Live Seminar Product A User Group Meeting Honolulu 9/10
Live Seminar Product A User Group Meeting Denver 9/17
Live Seminar Product A User Group Meeting Houston 9/18
Live Seminar Cloud 301 Denver 9/19
Live Seminar Product A User Group Meeting San Antonio 9/19
Live Seminar Cloud 301 Houston 9/25
Live Seminar Cloud 301 San Antonio 9/26
Web Cast Product A User Group Meeting Web 9/26
Total
Activity Description NotesDate to be
completed
Web Leads Generated from website On-going
Web SEO5 phrases dedicated
to Product AOn-going
Sep-13
Oct-13
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Email Product A Drip Campaign On-going
Webcast Cloud 301 Web 10/2
Total
Activity Description NotesDate to be
completed
Web Leads Generated from website On-going
Email Product A Drip Campaign On-going
Total
Activity Description NotesDate to be
completed
Web Leads Generated from website On-going
Email Product A Drip Campaign On-going
Live Seminar Product A User Group Meeting Honolulu 12/11
Live Seminar Product A User Group Meeting Denver 12/17
Live Seminar Product A User Group Meeting Houston 12/18
Live Seminar Product A User Group Meeting San Antonio 12/19
Webcast Product A User Group Meeting Web 12/27
Total
Nov-13
Dec-13
Yearly Totals
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Product A User Group Meetings
Product A Nurture Email
Cloud Lunch & Learns
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Direct Mail
Webcast
Advertising
Live Seminar
Telemarketing
Web
Trade Show/Event
Lead Nurturing
Other
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4/8/2013
Date
CompletedProspect List Customer List
Qualified
Leads Goal
Closed
GoalBudget ($) MDF ($)
Raw
Leads
On-going N.A. N.A. 15 $550 34
On-going N.A. N.A. $750
On-going $0
0 0 15 0 $1,300 $0 34
Date
Completed Prospect List Customer ListQualified
Leads Goal
Closed
Goal Budget ($) MDF ($)Raw
Leads
On-going N.A. N.A. 15 $550
On-going $0
0 0 15 0 $550 $0 0
Date
CompletedProspect List Customer List
Qualified
Leads Goal
Closed
GoalBudget ($) MDF ($)
Raw
Leads
On-going N.A. N.A. 20 $550
On-going $0
7,500 50 $2,400
Reach and Goals Budget
Reach and Goals Budget
Reach and Goals Budget
arketing Development Funds (MDF $). They require their own plan, but it
unrelated products.
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600 100 7 $1,200 $850
100 2 $1,200 $550
1,000 100 5 $1,000 $500
600 3 $800 $400
500 3 $600 $300
200 1 $400
1,000 100 5 $1,000 $500
1,000 150 4 $800
1,200 1 $0
11,100 3,050 101 0 $9,950 $3,100 0
Budget
Date
CompletedProspect List Customer List
Qualified
Leads Goal
Closed
GoalBudget ($) MDF ($)
Raw
Leads
On-going N.A. N.A. 20 $550
On-going N.A. N.A. $750
On-going $0
2,000 500 3 $0
2,000 500 23 0 $1,300 $0 0
Budget
Reach and Goals
Reach and Goals
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Date
CompletedProspect List Customer List
Qualified
Leads Goal
Closed
GoalBudget ($) MDF ($)
Raw
Leads
On-going N.A. N.A. 20 $550
On-going $0
0 0 20 0 $550 $0 0
Budget
Date
CompletedProspect List Customer List
Qualified
Leads Goal
Closed
GoalBudget ($) MDF ($)
Raw
Leads
On-going N.A. N.A. 20 $550
On-going $0
600 100 7 $1,200
200 7 $1,200 $550
200 1 $1,000 $500
600 3 $800 $400
1,000 150 4 $800
500 3 $600 $300
1,000 100 5 $1,000 $500
1,000 100 5 $1,000 $500
1,200 1 $0
3,600 3,150 56 0 $8,150 $2,750 0
Budget
Date
CompletedProspect List Customer List
Qualified
Leads Goal
Closed
GoalBudget ($) MDF ($)
Raw
Leads
On-going N.A. N.A. 20 $550
On-going N.A. N.A. $750
Reach and Goals
Reach and Goals
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On-going $0
2,000 500 3 $0
2,000 500 23 0 $1,300 $0 0
Budget
Date
CompletedProspect List Customer List
Qualified
Leads Goal
Closed
GoalBudget ($) MDF ($)
Raw
Leads
On-going N.A. N.A. 20 $550
On-going $0
0 0 20 0 $550 $0 0
Budget
Date
CompletedProspect List Customer List
Qualified
Leads Goal
Closed
GoalBudget ($) MDF ($)
Raw
Leads
On-going N.A. N.A. 20
On-going
0 0 20 0 $0 $0 0
Qualified
Leads Goal
Estimated
CloseBudget ($) MDF ($)
Raw
Leads
293 $23,650 $5,850 34
Reach and Goals
Reach and Goals
Leads vs. Estimated Close Budget
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QualifiedLeads Goal
EstimatedClose
Budget ($) MDF ($) RawLeads
25 $6,600 $3,000 0
Qualified
Leads Goal
Estimated
Close
Budget ($) MDF ($)Raw
Leads
48 $8,000 $2,850 0
Qualified
Leads Goal
Estimated
CloseBudget ($) MDF ($)
Raw
Leads
0 $0 $0 0
Leads vs. Estimated Close Budget
Leads vs. Estimated Close Budget
Leads vs. Estimated Close Budget
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Qualified
Leads
Actual
Cost ($)Cost/Qualifi
ed Lead
CommentsIntere
sted/F
orm
Demo Propose Close
14 $550 $39.29
14 $550 $39.29 0 0 0 0
Qualified
Leads
Actual
Cost ($) Cost/Qualified Lead
CommentsIntere
sted/F
orm
Demo Propose Close
$550
0 $550 0 0 0 0
Qualified
Leads
Actual
Cost ($)Cost/Qualifi
ed Lead
CommentsIntere
sted/F
orm
Demo Propose Close
$550
Results Lead Stage
Results Lead Stage
Results Lead Stage
is the exact same information on the previous plan that just excludes
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$907
0 $1,457 0 0 0 0
Qualified
Leads
Actual
Cost ($)Cost/Qualifi
ed Lead
CommentsIntere
sted/F
orm
Demo Propose Close
$550
0 $550 0 0 0 0
Results Lead Stage
Results Lead Stage
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Qualified
Leads
Actual
Cost ($)Cost/Qualifi
ed Lead
CommentsIntere
sted/F
orm
Demo Propose Close
$550
0 $550 0 0 0 0
Qualified
Leads
Actual
Cost ($)Cost/Qualifi
ed Lead
CommentsIntere
sted/F
orm
Demo Propose Close
$550
0 $550 0 0 0 0
Qualified
Leads
Actual
Cost ($)Cost/Qualifi
ed Lead
CommentsIntere
sted/Form
Demo Propose Close
$550
Results Lead Stage
Results Lead Stage
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51/160
0 $550 0 0 0 0
Qualified
Leads
Actual
Cost ($)Cost/Qualifi
ed Lead
CommentsIntere
sted/F
orm
Demo Propose Close
$550
0 $550 0 0 0 0
Qualified
Leads
Actual
Cost ($)Cost/Qualifi
ed Lead
CommentsIntere
sted/F
orm
Demo Propose Close
$550
0 $550 0 0 0 0
Qualified
Leads
Actual
Cost ($)Cost/Qualifi
ed Lead
Intere
sted/
NA
Form
Demo Propose Actual Close
14 $5,857 $418.36 0 0 0 0
Results Lead Stage
Lead Stage
Results Lead Stage
Results
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QualifiedLeads
ActualCost ($)
Cost/Qualifi
ed Lead
Intere
sted/
NA
Form
Demo Propose Actual Close
0 #VALUE! #REF! #REF! #REF! #REF!
Qualified
Leads
Actual
Cost ($)
Cost/Qualifi
ed Lead
Intere
sted/
NAForm
Demo Propose Actual Close
0 $907 0 0 0 0
Qualified
Leads
Actual
Cost ($)Cost/Qualifi
ed Lead
Intere
sted/
NA
Form
Demo Propose Actual Close
0 $0 0 0 0 0
Lead Stage
Results
Lead StageResults
Lead Stage
Results
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Company B Marketing Plan Worksheet
Lead Generation - New System & Cross Product Sales Date Last Updated
Activity Description NotesDate to be
completed
Web SEO19 words dedicated
to Company BOn-going
Webcast ARA Rental Market Metrics Sent by Rental 4/23Webcast 29 Minute Webcast: FAS 4/23
Total
Activity Description NotesDate to be
completed
Webcast 29 Minute Webcast: CRM 5/8Webcast ARA Rental Market Metrics Sent by Rental 5/16
Direct MailGift Campaign with handwritten letters
and follow-up call
Prospects in CO and
TX 5/20
Webcast 29 Minute Webcast: HRMS 5/21
Total
Activity Description Notes Date to becompleted
Telemarketing Hoovers Subscription Arizona market 6/4
Live Seminar Cloud 101: Your Firm In The Cloud Honolulu 6/10
Live Seminar Product B User Group Meeting Houston 6/11
Live Seminar Product B User Group Meeting Honolulu 6/12
May-13
Apr-13
Jun-13
This is an individual marketing plan for one of the firms that gives me Ma
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Live Seminar Product B User Group Meeting San Antonio 6/12
Live Seminar Product B User Group Meeting Denver 6/13
Live SeminarCloud 201: What You Need to Know About
SecurityHouston
6/18
Webcast Product B User Group Meeting Web 6/19
Webcast ARA Rental Market Metrics Sent by Rental 6/20
Live SeminarCloud 201: What You Need to Know About
SecuritySan Antonio
6/25
Live SeminarCloud 201: What You Need to Know About
SecurityDenver
6/27
Total
Activity Description NotesDate to be
completed
Web SEO19 words dedicated
to Company BOn-going
WebcastCloud 201: What You Need to Know About
SecurityWeb
7/2
Webcast ARA Rental Market Metrics Sent by Rental 7/18
Webcast 29 Minute Webcast: BIE Advanced Reporting 7/24
Tradeshows/Event
sProduct B Trade Show
7/26
Total
Activity Description NotesDate to be
completed
Webcast 29 Minute Webcast: FAS 8/8
Webcast ARA Rental Market Metrics Sent by Rental 8/15
Webcast 29 Minute Webcast: CRM 8/22
Webcast 29 Minute Webcast: HRMS 8/27
Jul-13
Aug-13
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55/160
Total
Activity Description Notes
Date to be
completed
Live Seminar Product B User Group Meeting Houston 9/10
Live SeminarCloud 201: What You Need to Know About
SecurityHonolulu
9/10
Live Seminar Product B User Group Meeting San Antonio 9/11
Live Seminar Product B User Group Meeting Denver 9/12
Webcast Product B User Group Meeting Web 9/18
Live Seminar Cloud 301 Denver 9/19
Webcast ARA Rental Market Metrics Sent by Rental 9/19
Live Seminar Cloud 301 Houston 9/25
Live Seminar Cloud 301 San Antonio 9/26
Total
Activity Description NotesDate to be
completed
Web SEO19 words dedicated
to Company BOn-going
Advertising Rental Magazine: Software IssueAnnounce ARA
webcasts October
Webcast Cloud 301 Web 10/2
Webcast ARA Rental Market Metrics Sent by Rental 10/17
Total
Activity Description NotesDate to be
completed
Webcast ARA Rental Market Metrics Sent by Rental 11/21
Sep-13
Nov-13
Oct-13
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Total
Activity Description NotesDate to be
completed
Live Seminar Product B User Group Meeting Houston 12/10
Live Seminar Product B User Group Meeting Honolulu 12/10
Live Seminar Product B User Group Meeting San Antonio 12/11
Live Seminar Product B User Group Meeting Denver 12/12
Webcast Product B User Group Meeting Web 12/18
Webcast ARA Rental Market Metrics Sent by Rental 12/19
Total
Dec-13
Yearly Totals
Product B User Group Meetings
Cloud Lunch & Learns
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Gift Campaign
ARA Rental Market Metrics Webcast
7/27/2019 Reddit Marketing Plan
58/160
7/27/2019 Reddit Marketing Plan
59/160
Direct Mail
Webcast
AdvertisingLive Seminar
Telemarketing
Web
Trade Show/Event
Lead Nurturing
Other
7/27/2019 Reddit Marketing Plan
60/160
4/8/2013
Date
CompletedProspect List Customer List
Qualified
Leads Goal
Closed
GoalBudget ($) MDF ($)
Raw
Leads
On-going N.A. N.A. $1,950
12,000 300 5 $907148 3 $0
12,000 448 8 0 $2,857 $0 0
Date
CompletedProspect List Customer List
Qualified
Leads Goal
Closed
GoalBudget ($) MDF ($)
Raw
Leads
198 5 $012,000 300 5 $907
20 5 $1,000 $500
127 3 $0
12,020 625 18 0 $1,907 $500 0
DateCompleted
Prospect List Customer List QualifiedLeads Goal
ClosedGoal
Budget ($) MDF ($) RawLeads
7,500 50 $2,400 $1,000
600 100 7 $1,200 $500
600 3 $500 $250
100 2 $1,000 $500
Reach and Goals Budget
Reach and Goals Budget
Reach and Goals Budget
rketing Development Funds (MDF $). They require their own plan, but it is
unrelated products.
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500 3 $500 $250
200 1 $400 $200
1,000 100 5 $1,000 $300
1,200 1 $0
12,000 300 5 $907
1,000 100 5 $1,000 $300
1,000 150 4 $800 $400
23,100 3,350 86 0 $9,707 $3,700 0
Budget
Date
CompletedProspect List Customer List
Qualified
Leads Goal
Closed
GoalBudget ($) MDF ($)
Raw
Leads
On-going N.A. N.A. $1,950
2,000 500 3 $0
12,000 300 5 $907
1,000 1,000 5 $0
N.A. N.A. 5 $1,000
15,000 1,800 18 0 $3,857 $0 0
Budget
Date
CompletedProspect List Customer List
Qualified
Leads Goal
Closed
GoalBudget ($) MDF ($)
Raw
Leads
148 3 $0
12,000 300 5 $907
198 3 $0
127 3 $0
Reach and Goals
Reach and Goals
7/27/2019 Reddit Marketing Plan
62/160
12,000 773 14 0 $907 $0 0
Budget
Date
Completed Prospect List Customer List
Qualified
Leads Goal
Closed
Goal Budget ($) MDF ($)
Raw
Leads
600 3 $500 $250
600 100 7 $1,200
500 3 $500 $250
200 1 $300 $150
1,200 1 $0
1,000 150 4 $800
12,000 300 5 $907
1,000 100 5 $1,000
1,000 100 5 $1,000
15,600 3,250 34 0 $6,207 $650 0
Budget
Date
CompletedProspect List Customer List
Qualified
Leads Goal
Closed
GoalBudget ($) MDF ($)
Raw
Leads
On-going N.A. N.A. $1,950
$2,614
2,000 500 3 $0
$907
2,000 500 3 0 $5,471 $0 0
Budget
Date
CompletedProspect List Customer List
Qualified
Leads Goal
Closed
GoalBudget ($) MDF ($)
Raw
Leads
$907
Reach and Goals
Reach and Goals
Reach and Goals
7/27/2019 Reddit Marketing Plan
63/160
0 0 0 0 $907 $0 0
Budget
Date
CompletedProspect List Customer List
Qualified
Leads Goal
Closed
GoalBudget ($) MDF ($)
Raw
Leads
$907
0 0 0 0 $907 $0 0
Qualified
Leads Goal
Estimated
CloseBudget ($) MDF ($)
Raw
Leads
181 $32,727 $4,850 0
Qualified
Leads Goal
Estimated
CloseBudget ($) MDF ($)
Raw
Leads
18 $3,700 $1,850 0
Reach and Goals
Leads vs. Estimated Close Budget
Leads vs. Estimated Close Budget
Leads vs. Estimated Close Budget
7/27/2019 Reddit Marketing Plan
64/160
Qualified
Leads Goal
Estimated
CloseBudget ($) MDF ($)
Raw
Leads
48 $8,000 $1,500 0
Qualified
Leads Goal
Estimated
CloseBudget ($) MDF ($)
Raw
Leads
30 $10,777 $0 0
Qualified
Leads Goal
Estimated
CloseBudget ($) MDF ($)
Raw
Leads
5 $1,000 $500 0
Leads vs. Estimated Close Budget
Leads vs. Estimated Close Budget
7/27/2019 Reddit Marketing Plan
65/160
7/27/2019 Reddit Marketing Plan
66/160
7/27/2019 Reddit Marketing Plan
67/160
Qualified
Leads
Actual
Cost ($)Cost/Qualif
ied Lead
CommentsInteres
ted/Fo
rm
Demo Propose Close
$907
0 $907 0 0 0 0
Qualified
Leads
Actual
Cost ($)Cost/Qualif
ied Lead
CommentsInteres
ted/Fo
rm
Demo Propose Close
$907
0 $907 0 0 0 0
QualifiedLeads
ActualCost ($)
Cost/Qualif
ied Lead
Comments Interested/Fo
rm
Demo Propose Close
Results Lead Stage
Results Lead Stage
Results Lead Stage
the exact same information on the previous plan that just excludes
7/27/2019 Reddit Marketing Plan
68/160
$907
0 $907 0 0 0 0
Qualified
Leads
Actual
Cost ($)Cost/Qualif
ied Lead
CommentsInteres
ted/Fo
rm
Demo Propose Close
$907
0 $907 0 0 0 0
Qualified
Leads
Actual
Cost ($)Cost/Qualif
ied Lead
CommentsInteres
ted/Fo
rm
Demo Propose Close
$907
Results Lead Stage
Results Lead Stage
7/27/2019 Reddit Marketing Plan
69/160
0 $907 0 0 0 0
Qualified
Leads
Actual
Cost ($) Cost/Qualified Lead
Comments
Interes
ted/Fo
rm
Demo Propose Close
$907
0 $907 0 0 0 0
Qualified
Leads
Actual
Cost ($)Cost/Qualif
ied Lead
CommentsInteres
ted/Fo
rm
Demo Propose Close
$907
0 $907 0 0 0 0
Qualified
Leads
Actual
Cost ($)Cost/Qualif
ied Lead
CommentsInteres
ted/Fo
rm
Demo Propose Close
$907
Results Lead Stage
Results Lead Stage
Results Lead Stage
7/27/2019 Reddit Marketing Plan
70/160
0 $907 0 0 0 0
Qualified
Leads
Actual
Cost ($)Cost/Qualif
ied Lead
CommentsInteres
ted/Fo
rm
Demo Propose Close
$907
0 $907 0 0 0 0
Qualified
Leads
Actual
Cost ($)Cost/Qualif
ied Lead
Interes
ted/N
A Form
Demo Propose Actual Close
0 $8,163 0 0 0 0
Qualified
Leads
Actual
Cost ($)Cost/Qualif
ied Lead
Interes
ted/N
A Form
Demo Propose Actual Close
0 $0 0 0 0 0
Results Lead Stage
Results
Lead Stage
Lead Stage
Results Lead Stage
Results
7/27/2019 Reddit Marketing Plan
71/160
Qualified
Leads
Actual
Cost ($)Cost/Qualif
ied Lead
Interes
ted/N
A Form
Demo Propose Actual Close
0 $907 0 0 0 0
Qualified
Leads
Actual
Cost ($)Cost/Qualif
ied Lead
Interes
ted/N
A Form
Demo Propose Actual Close
0 $7,256 0 0 0 0
Qualified
Leads
Actual
Cost ($)Cost/Qualif
ied Lead
Interes
ted/N
A Form
Demo Propose Actual Close
0 $0 0 0 0 0
Lead Stage
Results Lead Stage
Results
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Stage Task Details Due Date Status
Event Name29 Minute Webcast: Automated
Rental Management23-Dec
Complet
e
Date 21-Feb 23-NovComplet
e
Presenter Tommy 23-DecComplet
e
Develop
ContentAssigned to Tommy 23-Dec
Complet
e
Identify
Target List
ARM Prospects, Rental Product
News, ARA List, ARM Users23-Nov
Complet
e
Locate
VenueWeb 23-Nov
Complet
e
Develop
Marketing
MesProduct
B
23-DecComplet
e
Develop
Telemarketin
g
MesProduct
B
N/A 23-DecComplet
e
Landing
Page
Creation
7-JanComplet
e
1st and 2nd
Emails
Creation
7-JanComplet
e
Follow Up
Creation
7-JanComplet
e
29 Minute Webcast: ARM
Setup
Preparation
I created this sheet to help me organize various marketing events. We host
me when I needed to complete certain activities like confirm a headcount
tracked in a different tab. Some tasks contain"N/A" in the details. This is si
completeion of each task. The Due Date fields are automatically calculated
Meeting (UGM)
First Quarter
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Mailer Piece
CreationN/A 7-Jan
Complet
e
Mail Drop N/A 22-JanComplet
e
1st Email
Drop 31-Jan
Complet
e
Telemarketin
gN/A 27-Jan
Complet
e
2nd Email
DropN/A 14-Feb
Complet
e
Venue
ConfirmationN/A 14-Feb
Complet
e
AV
EquipmentN/A 18-Feb
Complet
e
AttendeeConfirmation N/A 20-Feb Complete
Sign-In
SheetN/A 20-Feb
Complet
e
Name Tags N/A 20-FebComplet
e
Follow Up
Email Drop22-Feb
Complet
e
Assign Leads 22-FebComplet
e
Event Recap
Meeting22-Feb
Complet
e
Stage Task DetailsDue
DateStatus
Event Name
Going Paperless Document
Automation It's Not Just
About Getting Rid of Paper!
29-DecComplet
e
Date 27-Feb 29-NovComplet
e
Presenter Fred 29-DecComplet
e
Develop
ContentAssigned to Fred 29-Dec
Complet
e
Phase 1
Phase 2
Pre-Event
Post-Event
29 Minute Webcast: Cypress
Setup
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74/160
Identify
Target ListProduct B Users 29-Nov
Complet
e
Locate
VenueWeb 29-Nov
Complet
e
Develop
Marketing
MesProduct
B
29-DecComplete
Develop
Telemarketin
g
MesProduct
B
N/A 29-DecComplet
e
Landing
Page
Creation
Complete 13-JanComplet
e
1st and 2ndEmails
Creation
13-JanComplete
Follow Up
Creation
13-JanComplet
e
Mailer Piece
CreationN/A 13-Jan
Complet
e
Mail Drop N/A 28-JanComplet
e
1st Email
Drop 6-Feb
Complet
e
Telemarketin
gN/A 2-Feb
Complet
e
2nd Email
Drop20-Feb
Complet
e
Venue
ConfirmationN/A 20-Feb
Complet
e
AV
EquipmentN/A 24-Feb
Complet
e
Attendee
Confirmation N/A 26-Feb
Complet
e
Sign-In
SheetN/A 26-Feb
Complet
e
Name Tags N/A 26-FebComplet
e
Phase 2
Pre-Event
Preparation
Phase 1
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Follow Up
Email Drop28-Feb
Complet
e
Assign Leads 28-FebComplet
e
Event Recap
Meeting 28-Feb
Complet
e
Stage Task DetailsDue
DateStatus
Event Name Your Business In The Cloud 4-JanComplet
e
Date 5-Mar 5-DecComplet
e
Presenter Clark 4-JanComplet
e
Develop
ContentAssigned to Clark 4-Jan
Complet
e
Identify
Target ListAll Denver Prospects 5-Dec
Complet
e
Locate
VenueDenver Conference Room 5-Dec
Complet
e
Develop
MarketingMesProduct
B
4-Jan Complete
Develop
Telemarketin
g
MesProduct
B
Assigned to Don 4-JanComplet
e
Landing
Page
Creation
19-JanComplet
e
1st and 2nd
EmailsCreation
19-Jan
Complet
e
Follow Up
Creation
19-JanComplet
e
Mailer Piece
Creation19-Jan
Complet
e
Post-Event
Denver Cloud Event
Setup
Preparation
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76/160
Mail Drop 3-FebComplet
e
1st Email
Drop12-Feb
Complet
e
Telemarketin
g 12-FebComplet
e
2nd Email
Drop26-Feb
Complet
e
Venue
ConfirmationAssigned to Denver 26-Feb
Complet
e
AV
EquipmentAssigned to Denver 2-Mar
Complet
e
Attendee
ConfirmationAssigned to Don 4-Mar
Complet
e-
4-Mar Complet
Name Tags 4-MarComplet
e
Follow Up
Email DropComplete 6-Mar
Complet
e
Assign Leads 6-MarComplet
e
Event Recap
Meeting6-Mar
Complet
e
Stage Task DetailsDue
DateStatus
Event Name Your Business In The Cloud 13-JanComplet
e
Date 14-Mar 14-DecComplet
e
Presenter Clark 13-Jan
Complet
e
Develop
ContentAssigned to Clark 13-Jan
Complet
e
Identify
Target ListAll San Antonio Prospects 14-Dec
Complet
e
Phase 1
Phase 2
Pre-Event
Post-Event
San Antonio Cloud Event
Setup
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Locate
VenuePerico's 14-Dec
Complet
e
Develop
Marketing
MesProduct
B
13-JanComplet
e
Develop
Telemarketin
g
MesProduct
B
Assigned to Don 13-JanComplet
e
Landing
Page
Creation
28-JanComplet
e
1st and 2nd
Emails
Creation
28-JanComplet
e
Follow UpEmail
Creation
28-JanComplet
e
Mailer Piece
Creation28-Jan
Complet
e
Mail Drop 12-FebComplet
e
1st Email
Drop21-Feb
Complet
e
Telemarketin
g Assigned to Don 17-Feb
Complet
e
2nd Email
Drop7-Mar
Complet
e
Venue
Confirmation7-Mar
Complet
e
AV
Equipment11-Mar
Complet
e
Attendee
ConfirmationAssigned to Don 13-Mar
Complet
e
Sign-InSheet
13-Mar Complete
Name Tags 13-Mar Complet
Follow Up
Email Drop15-Mar
Complet
e
Preparation
Phase 1
Phase 2
Pre-Event
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Assign Leads 15-MarComplet
e
Event Recap
Meeting15-Mar
Complet
e
Stage Task DetailsDue
DateStatus
Event Name Your Business In The Cloud 20-JanComplet
e
Date 21-Mar 21-DecComplet
e
Presenter Clark 20-JanComplet
e
Develop
ContentAssigned to Clark 20-Jan
Complet
e
Identify
Target ListAll Houston Prospects 21-Dec
Complet
e
Locate
VenueHESS Club 21-Dec
Complet
e
Develop
Marketing
MesProduct
B
20-JanComplet
e
DevelopTelemarketin
g
MesProduct
B
Assigned to Don 20-JanComplet
e
Landing
Page
Creation
4-FebComplet
e
1st and 2nd
Emails
Creation
4-FebComplet
e
Follow Up
Creation
4-Feb Complete
Mailer Piece
Creation4-Feb
Complet
e
Mail Drop 19-FebComplet
e
Post-Event
Houston Cloud Event
Setup
Preparation
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79/160
1st Email
Drop28-Feb
Complet
e
Telemarketin
gAssigned to Don 24-Feb
Complet
e
2nd Email
Drop 14-MarComplet
e
Venue
ConfirmationAssigned to Cara 14-Mar
Complet
e
AV
EquipmentAssigned to Cara 18-Mar
Complet
e
Attendee
ConfirmationAssigned to Don 20-Mar
Complet
e
Sign-In
SheetAssigned to Cara 20-Mar
Complet
e
Name Tags Assigned to Cara 20-MarComplet
e
Follow Up
Email Drop22-Mar
Complet
e
Assign Leads 22-Mar Complet
Event Recap
Meeting22-Mar
Complet
e
Stage Task DetailsDue
DateStatus
Event Name
Moving from Paper to Digital /
5 Tips & Tricks on using
Company B's Product C
11-JanComplet
e
Date 12-Mar 12-DecComplet
e
Presenter Watson 11-JanComplet
e
Develop
ContentAssigned to Watson and Cara 11-Jan
Complet
e
Identify
Target ListProduct B Users 12-Dec
Complet
e
Houston Product B UGM
Setup
Phase 2
Pre-Event
Post-Event
7/27/2019 Reddit Marketing Plan
80/160
Locate
VenueHESS Club 12-Dec
Complet
e
Develop
Marketing
MesProduct
B
11-JanComplet
e
Develop
Telemarketin
g
MesProduct
B
N/A 11-JanComplet
e
Landing
Page
Creation
26-JanComplet
e
1st and 2nd
Emails
Creation
26-JanComplet
e
Follow UpEmail
Creation
26-JanComplet
e
Mailer Piece
CreationN/A 26-Jan
Complet
e
Mail Drop N/A 10-FebComplet
e
1st Email
Drop19-Feb
Complet
e
Telemarketin
g
N/A 15-FebComplet
e2nd Email
Drop5-Mar
Complet
e
Venue
ConfirmationAssigned to Cara 5-Mar
Complet
e
AV
EquipmentAssigned to Cara 9-Mar
Complet
e
Attendee
Confirmation11-Mar
Complet
e
Sign-In
Sheet Assigned to Cara 11-Mar
Complet
e
Name Tags Assigned to Cara 11-MarComplet
e
Follow Up
Email Drop13-Mar
Complet
e
Preparation
Phase 1
Phase 2
Pre-Event
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Assign Leads 13-MarComplet
e
Event Recap
Meeting13-Mar
Complet
e
Stage Task DetailsDue
DateStatus
Event Name
Moving from Paper to Digital /
5 Tips & Tricks on using
Company B's Product C
12-JanComplet
e
Date 13-Mar 13-DecComplet
e
Presenter Jeff 12-JanComplet
e
Develop
ContentAssigned to Jeff 12-Jan
Complet
e
Identify
Target ListProduct B Users 13-Dec
Complet
e
Locate
VenuePerico's 13-Dec
Complet
e
Develop
Marketing
MesProduct
B
12-JanComplet
e
Deve op
Telemarketin
gN/A 12-Jan
Complet
e
Landing
Page
Creation
27-JanComplet
e
1st and 2nd
Emails
Creation
27-JanComplet
e
Follow Up
EmailCreation
27-JanComplet
e
Mailer Piece
CreationN/A 27-Jan
Complet
e
Mail Drop N/A 11-FebComplet
e
Post-Event
San Antonio Product B UGM
Setup
Preparation
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82/160
1st Email
Drop20-Feb
Complet
e
Telemarketin
gN/A 16-Feb
Complet
e
2nd Email
Drop 6-MarComplet
e
Venue
Confirmation6-Mar
Complet
e
AV
Equipment10-Mar
Complet
e
Attendee
ConfirmationAssigned to Don 12-Mar
Complet
e
Sign-In
Sheet12-Mar
Complet
e
Name Tags 12-Mar Complete
Follow Up
Email Drop14-Mar
Complet
e
Assign Leads 14-MarComplet
e
Event Recap
Meeting14-Mar
Complet
e
Stage Task DetailsDue
DateStatus
Event Name
Moving from Paper to Digital /
5 Tips & Tricks on using
Company B's Product C
13-JanComplet
e
Date 14-Mar 14-DecComplet
e
Presenter Kathy 13-JanComplet
eDevelop
ContentAssigned to Kathy 13-Jan
Complet
e
Identify
Target ListProduct B Users 14-Dec
Complet
e
Pre-Event
Post-Event
Denver Product B UGM
Setup
Phase 2
7/27/2019 Reddit Marketing Plan
83/160
Locate
VenueConference Room 14-Dec
Complet
e
Develop
Marketing
MesProduct
B
13-JanComplet
e
Develop
Telemarketin
g
MesProduct
B
N/A 13-JanComplet
e
Landing
Page
Creation
28-JanComplet
e
1st and 2nd
Emails
Creation
28-JanComplet
e
Follow Up
Creation
28-JanComplet
e
Mailer Piece
CreationN/A 28-Jan
Complet
e
Mail Drop N/A 12-FebComplet
e
1st Email
Drop21-Feb
Complet
e
Telemarketin
g N/A 17-Feb
Complet
e
2nd Email
Drop7-Mar
Complet
e
Venue
Confirmation7-Mar
Complet
e
AV
Equipment11-Mar
Complet
e
Attendee
ConfirmationAssigned to Don 13-Mar
Complet
e
Sign-InSheet
13-Mar Complete
Name Tags 13-MarComplet
e
Follow Up
Email Drop15-Mar
Complet
e
Preparation
Phase 1
Phase 2
Pre-Event
7/27/2019 Reddit Marketing Plan
84/160
Assign Leads 15-MarComplet
e
Event Recap
Meeting15-Mar
Complet
e
Stage Task DetailsDue
DateStatus
Event Name
Moving from Paper to Digital /
5 Tips & Tricks on using
Company B's Product C
19-JanComplet
e
Date 20-Mar 20-Dec
Complet
e
Presenter Ed and Fred 19-JanComplet
e
Develop
ContentDone 19-Jan
Complet
e
Identify
Target ListProduct B Users 20-Dec
Complet
e
Web 20-Dec Complet
Develop
Marketing
MesProductB
Done 19-JanComplet
e
eve op
Telemarketin
gN/A 19-Jan
Complet
e
Landing
Page
Creation
Done 3-FebComplet
e
1st and 2nd
Emails
Creation
Done 3-FebComplet
e
Follow UpEmail
Creation
Done 3-FebComplet
e
Mailer Piece
CreationN/A 3-Feb
Complet
e
Mail Drop N/A 18-FebComplet
e
Post-Event
Web Product B UGM
Setup
Preparation
7/27/2019 Reddit Marketing Plan
85/160
1st Email
DropDone 27-Feb
Complet
e
Telemarketin
gN/A 23-Feb
Complet
e
2nd Email
Drop N/A 13-Mar
Complet
e
Venue
ConfirmationN/A 13-Mar
Complet
e
AV
EquipmentN/A 17-Mar
Complet
e
Attendee
ConfirmationN/A 19-Mar
Complet
e
Sign-In
SheetN/A 19-Mar
Complet
e
Name Tags N/A 19-Mar Complete
Follow Up
Email Drop21-Mar
Complet
e
Assign Leads 21-MarComplet
e
Event Recap
Meeting21-Mar
Complet
e
Stage Task DetailsDue
DateStatus
Event Name Billing Rate Tables 12-JanComplet
e
Date 13-Mar 13-DecComplet
e
Presenter Nedra 12-JanComplet
e
Develop
ContentAssigned to Nedra 12-Jan
Complet
e
Identify
Target ListAll Hawaii Product A Users 13-Dec
Complet
e
Locate
VenuePlaza Club 13-Dec
Complet
e
Phase 2
Pre-Event
Post-Event
Hawaii Product A UGM
Setup
7/27/2019 Reddit Marketing Plan
86/160
Develop
Marketing
MesProduct
B
12-JanComplet
e
Develop
Telemarketin
g
MesProduct
B
N/A 12-Jan Complete
an ng
Page 27-JanComplet
e
1st and 2nd
Emails
Creation
27-JanComplet
e
Follow Up
Creation
27-JanComplet
e
Mailer Piece
CreationN/A 27-Jan
Complet
e
Mail Drop N/A 11-FebComplet
e
1st Email
Drop20-Feb
Complet
e
Telemarketin
gN/A 16-Feb
Complet
e
2nd Email
Drop
6-MarComplet
eVenue
Confirmation6-Mar
Complet
e
AV
EquipmentAssigned to Nedra 10-Mar
Complet
e
Attendee
ConfirmationAssigned to Don 12-Mar
Complet
e
Sign-In
SheetAssigned to Nedra 12-Mar
Complet
e
Name Tags Assigned to Nedra 12-Mar
Complet
e
Follow Up
Email Drop14-Mar
Complet
e
Assign Leads 14-MarComplet
e
Preparation
Phase 1
Phase 2
Pre-Event
Post-Event
7/27/2019 Reddit Marketing Plan
87/160
Event Recap
Meeting14-Mar
Complet
e
Stage Task DetailsDue
DateStatus
Event Name Billing Rate Tables 19-JanComplet
e
Date 20-Mar 20-DecComplet
e
Presenter Nedra 19-JanComplet
e
Develop
ContentAssigned to Nedra 19-Jan
Complet
e
Identify
Target ListHouston Product A Users 20-Dec
Complet
e
Locate
VenueHESS Club 20-Dec
Complet
e
Develop
Marketing
MesProduct
B
19-JanComplet
e
Develop
Telemarketin
g
MesProduct
B
N/A 19-JanComplet
e
Landing
Page
Creation
3-FebComplet
e
1st and 2nd
Emails
Creation
3-FebComplet
e
Follow Up
Creation
3-Feb Complete
Mailer Piece
CreationN/A 3-Feb
Complet
e
Mail Drop N/A 18-FebComplet
e
Setup
Preparation
Houston Product A UGM
7/27/2019 Reddit Marketing Plan
88/160
1st Email
Drop27-Feb
Complet
e
Telemarketin
gN/A 23-Feb
Complet
e
2nd Email
Drop 13-Mar
Complet
e
Venue
ConfirmationAssigned to Cara 13-Mar
Complet
e
AV
EquipmentAssigned to Cara 17-Mar
Complet
e
Attendee
ConfirmationAssigned to Don 19-Mar
Complet
e
Sign-In
SheetAssigned to Cara 19-Mar
Complet
e
Name Tags Assigned to Cara 19-MarComplet
e
Follow Up
Email Drop21-Mar
Complet
e
Assign Leads 21-MarComplet
e
Event Recap
Meeting21-Mar
Complet
e
Stage Task DetailsDue
DateStatus
Event Name Billing Rate Tables 20-JanComplet
e
Date 21-Mar 21-DecComplet
e
Presenter Nedra 20-JanComplet
e
DevelopContent
Assigned to Nedra 20-Jan Complete
Identify
Target ListSan Antonio Product A Users 21-Dec
Complet
e
Locate
VenuePerico's 21-Dec
Complet
e
Phase 2
Pre-Event
Post-Event
San Antonio Product A UGM
Setup
7/27/2019 Reddit Marketing Plan
89/160
Develop
Marketing
MesProduct
B
20-JanComplet
e
Develop
Telemarketin
g
MesProduct
B
N/A 20-Jan Complete
Landing
Page
Creation
4-FebComplet
e
1st and 2nd
Emails
Creation
4-FebComplet
e
Follow Up
Creation
4-FebComplet
e
Mailer Piece
CreationN/A 4-Feb
Complet
e
Mail Drop N/A 19-FebComplet
e
1st Email
Drop28-Feb
Complet
e
Telemarketin
gN/A 24-Feb
Complet
e
2nd Email
Drop
14-MarComplet
eVenue
Confirmation14-Mar
Complet
e
AV
Equipment18-Mar
Complet
e
Attendee
ConfirmationAssigned to Don 20-Mar
Complet
e
Sign-In
Sheet20-Mar
Complet
e
Name Tags 20-Mar
Complet
e
Follow Up
Email Drop22-Mar
Complet
e
Assign Leads Complete 22-MarComplet
ePost-Event
Preparation
Phase 1
Phase 2
Pre-Event
7/27/2019 Reddit Marketing Plan
90/160
Event Recap
MeetingComplete 22-Mar
Complet
e
Stage Task DetailsDue
DateStatus
Event Name Billing Rate Tables 28-JanComplet
e
Date 29-Mar 29-DecComplet
e
Presenter Nedra 28-JanComplet
e
Develop
ContentAssigned to Nedra 28-Jan
Complet
e
Identify
Target ListAll Product A Customers 29-Dec
Complet
e
Locate
VenueWeb 29-Dec
Complet
e
Develop
Marketing
MesProduct
B
28-JanComplet
e
Develop
Telemarketin
g
MesProduct
B
N/A 28-Jan Complete
Landing
Page
Creation
12-FebComplet
e
1st and 2nd
Emails
Creation
12-FebComplet
e
Follow Up
Creation
12-FebComplet
e
Mailer Piece
CreationN/A 12-Feb
Complet
e
Mail Drop N/A 27-FebComplet
e
1st Email
Drop8-Mar
Complet
e
Web Product A UGM
Setup
Preparation
Phase 1
7/27/2019 Reddit Marketing Plan
91/160
Telemarketin
gN/A 4-Mar
Complet
e
2nd Email
Drop22-Mar
Complet
e
Venue
Confirmation N/A 22-MarComplet
e
AV
EquipmentN/A 26-Mar
Complet
e
Attendee
ConfirmationN/A 28-Mar
Complet
e
Sign-In
SheetN/A 28-Mar
Complet
e
Name Tags N/A 28-MarComplet
e
Follow UpEmail Drop
30-Mar Complete
Assign Leads 30-MarComplet
e
Event Recap
Meeting30-Mar
Complet
e
Pre-Event
Post-Event
Phase 2
7/27/2019 Reddit Marketing Plan
92/160
7/27/2019 Reddit Marketing Plan
93/160
7/27/2019 Reddit Marketing Plan
94/160
Stage Task Details Due Date Status
Event Name Your Firm In The Cloud 11-Apr
Date 10-Jun 12-Mar
Presenter Clark 11-Apr
Develop
ContentAssigned to Clark 11-Apr
Identify
Target List
Hawaiian Suspects, Prospects
and Customers12-Mar
Locate Venue Plaza Club 12-Mar Complete
Develop
Marketing
MesProduct B
11-Apr
Develop
Telemarketin
g MesProduct
B
11-Apr
Landing Page
Creation26-Apr
1st and 2nd
Emails
Creation
26-Apr
Follow Up
Creation
26-Apr
Hawaii Cloud Lunch
Setup
Preparation
a lot of marketing events for our existing clients as well as prospective clients
for lunch or when to send emails. I typically enter these dates into my Outloo
ply to remind myself that this particular task is needed for this event. Some e
hen you enter a date for the event in the yellow highlighted cell. When I kno
Again, this is just a persoanl checklist so I can make sure I didn't forget som
Second Quarter
7/27/2019 Reddit Marketing Plan
95/160
Mailer Piece
Creation26-Apr
Mail Drop 11-May
1st Email
Drop 20-May
Telemarketin
g16-May
2nd Email
Drop3-Jun
Venue
Confirmation3-Jun
AV
Equipment7-Jun
AttendeeCofirmation 9-Jun
Sign-In
Sheet9-Jun
Name Tags 9-Jun
Follow Up
Email Drop11-Jun
Assign Leads 11-Jun
Event Recap
Meeting11-Jun
Stage Task Details Due Date Status
Event NameFinancial Reporting Tools / 5
Tips & Tricks12-Apr
Date 11-Jun 13-Mar
Presenter 12-Apr
Develop
Content12-Apr
Phase 1
Phase 2
Pre-Event
Post-Event
Houston Product B UGM
Setup
7/27/2019 Reddit Marketing Plan
96/160
Identify
Target ListHouston Product B Customers 13-Mar
Locate Venue HESS Club 13-Mar Complete
DevelopMarketing
MesProduct B
12-Apr
Develop
Telemarketin
g MesProduct
B
N/A 12-Apr
Landing Page
Creation27-Apr
1st and 2ndEmails
Creation
27-Apr
Follow Up
Creation
27-Apr
Mailer Piece
CreationN/A 27-Apr
Mail Drop N/A 12-May
1st Email
Drop 21-May
Telemarketin
gN/A 17-May
2nd Email
Drop4-Jun
Venue
ConfirmationAssigned to Cara 4-Jun
AV
EquipmentAssigned to Cara 8-Jun
Attendee
Cofirmation 10-Jun
Sign-In
SheetAssigned to Cara 10-Jun
Name Tags Assigned to Cara 10-Jun
Preparation
Phase 1
Phase 2
Pre-Event
7/27/2019 Reddit Marketing Plan
97/160
Follow Up
Email Drop12-Jun
Assign Leads 12-Jun
Event Recap
Meeting 12-Jun
Stage Task DetailsDue
DateStatus
Event NameFinancial Reporting Tools / 5
Tips & Tricks13-Apr
Date 12-Jun 14-Mar
Presenter 13-Apr
Develop
Content13-Apr
Identify
Target ListHawaii Product B Customers 14-Mar
Locate Venue Plaza Club 14-Mar Complete
Develop
MarketingMesProduct B
13-Apr
Develop
Telemarketin
g MesProduct
B
N/A 13-Apr
Landing Page
Creation28-Apr
1st and 2nd
EmailsCreation
28-Apr
Follow Up
Creation
28-Apr
Mailer Piece
CreationN/A 28-Apr
Hawaii Product B UGM
Setup
Preparation
Post-Event
7/27/2019 Reddit Marketing Plan
98/160
Mail Drop N/A 13-May
1st Email
Drop22-May
Telemarketin
g N/A 18-May
2nd Email
Drop5-Jun
Venue
Confirmation5-Jun
AV
Equipment9-Jun
Attendee
Cofirmation11-Jun
-
11-Jun
Name Tags 11-Jun
Follow Up
Email Drop13-Jun
Assign Leads 13-Jun
Event Recap
Meeting13-Jun
Stage Task DetailsDue
DateStatus
Event NameFinancial Reporting Tools / 5
Tips & Tricks13-Apr
Date 12-Jun 14-Mar
Presenter 13-Apr
Develop
Content13-Apr
Identify
Target ListSan Antonio Product B Users 14-Mar
Phase 1
Phase 2
Pre-Event
Post-Event
San Antonio Product B UGM
Setup
7/27/2019 Reddit Marketing Plan
99/160
Locate Venue Pericos 14-Mar Complete
Develop
Marketing
MesProduct B
13-Apr
Develop
Telemarketin
g MesProduct
B
N/A 13-Apr
Landing Page
Creation28-Apr
1st and 2nd
Emails
Creation
28-Apr
Follow UpEmail
Creation
28-Apr
Mailer Piece
CreationN/A 28-Apr
Mail Drop N/A 13-May
1st Email
Drop22-May
Telemarketin
g N/A 18-May
2nd Email
Drop5-Jun
Venue
Confirmation5-Jun
AV
Equipment9-Jun
Attendee
Cofirmation11-Jun
Sign-InSheet
11-Jun
Name Tags 11-Jun
Follow Up
Email Drop13-Jun
Phase 2
Pre-Event
Phase 1
Preparation
7/27/2019 Reddit Marketing Plan
100/160
Assign Leads 13-Jun
Event Recap
Meeting13-Jun
Stage Task DetailsDue
DateStatus
Event NameFinancial Reporting Tools / 5
Tips & Tricks14-Apr
Date 13-Jun 15-Mar
Presenter 14-Apr
Develop
Content14-Apr
Identify
Target ListDenver Product B Customers 15-Mar
Locate Venue 15-Mar
Develop
Marketing
MesProduct B
14-Apr
Develop
Telemarketin
g MesProduct
B
N/A 14-Apr
Landing Page
Creation29-Apr
1st and 2nd
Emails
Creation
29-Apr
Follow Up
Creation
29-Apr
Mailer Piece
CreationN/A 29-Apr
Mail Drop N/A 14-May
Post-Event
Denver Product B UGM
Setup
Preparation
7/27/2019 Reddit Marketing Plan
101/160
1st Email
Drop23-May
Telemarketin
gN/A 19-May
2nd Email
Drop 6-Jun
Venue
ConfirmationAssigned to Libby 6-Jun
AV
EquipmentAssigned to Libby 10-Jun
Attendee
Cofirmation12-Jun
Sign-In
SheetAssigned to Libby 12-Jun
Name Tags Assigned to Libby 12-Jun
Follow Up
Email Drop14-Jun
Assign Leads 14-Jun
Event Recap
Meeting14-Jun
Stage Task DetailsDue
DateStatus
Event NameWhat You Need to Know About
Cloud Security19-Apr
Date 18-Jun 20-Mar
Presenter Clark Haley 19-Apr
Develop
ContentAssigned to Clark 19-Apr
Identify
Target List
All Houston suspects, prospects
and customers20-Mar
Houston Cloud Lunch
Setup
Phase 2
Pre-Event
Post-Event
7/27/2019 Reddit Marketing Plan
102/160
Locate Venue HESS Club 20-Mar
Develop
Marketing
MesProduct B
19-Apr
Develop
Telemarketin
g MesProduct
B
19-Apr
Landing Page
Creation4-May
1st and 2nd
Emails
Creation
4-May
Follow UpEmail
Creation
4-May
Mailer Piece
Creation4-May
Mail Drop 19-May
1st Email
Drop28-May
Telemarketin
g
24-May
2nd Email
Drop11-Jun
Venue
ConfirmationAssigned to Cara 11-Jun
AV
EquipmentAssigned to Cara 15-Jun
Attendee
Cofirmation17-Jun
Sign-In
Sheet Assigned to Cara 17-Jun
Name Tags Assigned to Cara 17-Jun
Follow Up
Email Drop19-Jun
Preparation
Phase 1
Phase 2
Pre-Event
7/27/2019 Reddit Marketing Plan
103/160
Assign Leads 19-Jun
Event Recap
Meeting19-Jun
Stage Task DetailsDue
DateStatus
Event NameFinancial Reporting Tools / 5
Tips & Tricks20-Apr
Date 19-Jun 21-Mar
Presenter 20-Apr
Develop
Content20-Apr
Identify
Target ListAll Product B Customers 21-Mar
Locate Venue Web 21-Mar Complete
Develop
Marketing
MesProduct B
20-Apr
Deve op
Telemarketin
g MesProductN/A 20-Apr
Landing Page
Creation5-May
1st and 2nd
Emails
Creation
5-May
Follow Up
EmailCreation
5-May
Mailer Piece
CreationN/A 5-May
Mail Drop N/A 20-May
Post-Event
Preparation
Web Product B UGM
Setup
7/27/2019 Reddit Marketing Plan
104/160
1st Email
Drop29-May
Telemarketin
gN/A 25-May
2nd Email
Drop 12-Jun
Venue
ConfirmationN/A 12-Jun
AV
EquipmentN/A 16-Jun
Attendee
CofirmationN/A 18-Jun
Sign-In
SheetN/A 18-Jun
Name Tags N/A 18-Jun
Follow Up
Email Drop20-Jun
Assign Leads 20-Jun
Event Recap
Meeting20-Jun
Stage Task DetailsDue
DateStatus
Event NameAdvanced Financial Reporting /
5 Tips & Tricks14-Apr
Date 13-Jun 15-Mar
Presenter 14-Apr
Develop
Content14-Apr
Identify
Target List
Hawaii Product A Customers
and Users15-Mar
Phase 2
Pre-Event
Post-Event
Hawaii Product A UGM
Setup
7/27/2019 Reddit Marketing Plan
105/160
Locate Venue Plaza Club 15-Mar Complete
Develop
Marketing
MesProduct B
14-Apr
Develop
Telemarketin
g MesProduct
B
N/A 14-Apr
Landing Page
Creation29-Apr
1st and 2nd
Emails
Creation
29-Apr
Follow Up
Creation
29-Apr
Mailer Piece
CreationN/A 29-Apr
Mail Drop N/A 14-May
1st Email
Drop23-May
Telemarketin
g N/A 19-May
2nd Email
Drop6-Jun
Venue
Confirmation6-Jun
AV
Equipment10-Jun
Attendee
Cofirmation12-Jun
Sign-InSheet
12-Jun
Name Tags 12-Jun
Follow Up
Email Drop14-Jun
Pre-Event
Preparation
Phase 1
Phase 2
7/27/2019 Reddit Marketing Plan
106/160
Assign Leads 14-Jun
Event Recap
Meeting14-Jun
Stage Task DetailsDue
DateStatus
Event NameAdvanced Financial Reporting /
5 Tips & Tricks20-Apr
Date 19-Jun 21-Mar
Presenter 20-Apr
Develop
Content20-Apr
Identify
Target List
Houston Product A Customers
and Users21-Mar
Locate Venue HESS Club 21-Mar Complete
Develop
Marketing
MesProduct B
20-Apr
eve op
Telemarketin
g MesProductN/A 20-Apr
Landing Page
Creation5-May
1st and 2nd
Emails
Creation
5-May
Follow UpEmail
Creation
5-May
Mailer Piece
CreationN/A 5-May
Mail Drop N/A 20-May
Post-Event
Houston Product A UGM
Setup
Preparation
7/27/2019 Reddit Marketing Plan
107/160
1st Email
Drop29-May
Telemarketin
gN/A 25-May
2nd Email
Drop 12-Jun
Venue
ConfirmationAssigned to Cara 12-Jun
AV
EquipmentAssigned to Cara 16-Jun
Attendee
Cofirmation18-Jun
Sign-In
SheetAssigned to Cara 18-Jun
Name Tags Assigned to Cara 18-Jun
Follow Up
Email Drop20-Jun
Assign Leads 20-Jun
Event Recap
Meeting20-Jun
Stage Task DetailsDue
DateStatus
Event NameAdvanced Financial Reporting /
5 Tips & Tricks21-Apr
Date 20-Jun 22-Mar
Presenter 21-Apr
Develop
Content21-Apr
Identify
Target List
San Antonio Product A
Customers and Users22-Mar
Locate Venue Pericos 22-Mar Complete
San Antonio Product A UGM
Setup
Post-Event
Phase 2
Pre-Event
7/27/2019 Reddit Marketing Plan
108/160
Develop
Marketing
MesProduct B
21-Apr
Develop
Telemarketing MesProduct
B
N/A 21-Apr
Landing Page
Creation6-May
1st and 2nd
Emails
Creation
6-May
Follow Up
Creation
6-May
Mailer Piece
CreationN/A 6-May
Mail Drop N/A 21-May
1st Email
Drop30-May
Telemarketin
gN/A 26-May
2nd Email
Drop
13-Jun
Venue
Confirmation13-Jun
AV
Equipment17-Jun
Attendee
Cofirmation19-Jun
Sign-In
Sheet19-Jun
Name Tags 19-Jun
Follow Up
Email Drop21-Jun
Assign Leads 21-Jun
Preparation
Phase 1
Phase 2
Pre-Event
Post-Event
7/27/2019 Reddit Marketing Plan
109/160
Event Recap
Meeting21-Jun
Stage Task DetailsDue
DateStatus
Event NameWhat You need to Know About
Cloud Security26-Apr
Date 25-Jun 27-Mar
Presenter Clark 26-Apr
Develop
ContentAssigned to Clark 26-Apr
Identify
Target List
All San Antonio prospects,
suspects and customers27-Mar
Locate Venue 27-Mar
Develop
Marketing
MesProduct B
26-Apr
Develop
Telemarketin
g MesProduct
B
26-Apr
Landing Page
Creation11-May
1st and 2nd
Emails
Creation
11-May
Follow Up
Creation
11-May
Mailer Piece
Creation11-May
Mail Drop 26-May
San Antonio Cloud Lunch
Setup
Preparation
7/27/2019 Reddit Marketing Plan
110/160
1st Email
Drop4-Jun
Telemarketin
g31-May
2nd Email
Drop 18-Jun
Venue
Confirmation18-Jun
AV
Equipment22-Jun
Attendee
Cofirmation24-Jun
Sign-In
Sheet24-Jun
Name Tags 24-Jun
Follow Up
Email Drop26-Jun
Assign Leads 26-Jun
Event Recap
Meeting26-Jun
Stage Task DetailsDue
DateStatus
Event NameAdvanced Financial Reporting /
5 Tips & Tricks26-Apr
Date 25-Jun 27-Mar
Presenter 26-Apr
DevelopContent
26-Apr
Identify
Target List
Denver Product A Customers
and Users27-Mar
Locate Venue 27-Mar
Denver Product A UGM
Setup
Phase 2
Pre-Event
Post-Event
7/27/2019 Reddit Marketing Plan
111/160
Develop
Marketing
MesProduct B
26-Apr
Develop
Telemarketing MesProduct
B
N/A 26-Apr
Landing Page
Creation11-May
1st and 2nd
Emails
Creation
11-May
Follow Up
Creation
11-May
Mailer Piece
CreationN/A 11-May
Mail Drop N/A 26-May
1st Email
Drop4-Jun
Telemarketin
gN/A 31-May
2nd Email
Drop
18-Jun
Venue
ConfirmationAssigned to Libby 18-Jun
AV
EquipmentAssigned to Libby 22-Jun
Attendee
Cofirmation24-Jun
Sign-In
SheetAssigned to Libby 24-Jun
Name Tags Assigned to Libby 24-Jun
Follow Up
Email Drop26-Jun
Assign Leads 26-Jun
Preparation
Phase 1
Phase 2
Pre-Event
Post-Event
7/27/2019 Reddit Marketing Plan
112/160
Event Recap
Meeting26-Jun
Stage Task DetailsDue
DateStatus
Event NameAdvanced Financial Reporting /
5 Tips & Tricks28-Apr
Date 27-Jun 29-Mar
Presenter 28-Apr
Develop
Content28-Apr
Identify
Target List29-Mar
Locate Venue Web 29-Mar Complete
Develop
Marketing
MesProduct B
28-Apr
Develop
Telemarketing MesProduct
B
N/A 28-Apr
Landing Page
Creation13-May
1st and 2nd
Emails
Creation
13-May
Follow Up
Creation
13-May
Mailer Piece
CreationN/A 13-May
Mail Drop N/A 28-May
1st Email
Drop6-Jun
Phase 1
Web Product A UGM
Setup
Preparation
7/27/2019 Reddit Marketing Plan
113/160
Telemarketin
gN/A 2-Jun
2nd Email
Drop20-Jun
Venue
Confirmation N/A 20-Jun
AV
EquipmentN/A 24-Jun
Attendee
CofirmationN/A 26-Jun
Sign-In
SheetN/A 26-Jun
Name Tags N/A 26-Jun
Follow UpEmail Drop
28-Jun
Assign Leads 28-Jun
Event Recap
Meeting28-Jun
Stage Task Details DueDate
Status
Event NameWhat You Need to Know About
Cloud Security28-Apr
Date 27-Jun 29-Mar
Presenter Clark 28-Apr
Develop
ContentAssigned to Clark 28-Apr
Identify
Target List29-Mar
Locate Venue 29-Mar
Develop
Marketing
MesProduct B
28-Apr
Phase 2
Pre-Event
Setup
Post-Event
Denver Cloud Lunch
7/27/2019 Reddit Marketing Plan
114/160
Develop
Telemarketin
g MesProduct
B
28-Apr
Landing PageCreation
13-May
1st and 2nd
Emails
Creation
13-May
Follow Up
Creation
13-May
Mailer Piece
Creation13-May
Mail Drop 28-May
1st EmailDrop
6-Jun
Telemarketin
g2-Jun
2nd Email
Drop20-Jun
Venue
Confirmation20-Jun
AV
Equipment24-Jun
Attendee
Cofirmation26-Jun
Sign-InSheet
26-Jun
Name Tags 26-Jun
Follow Up
Email Drop28-Jun
Assign Leads 28-Jun
Event Recap
Meeting28-Jun
Stage Task DetailsDue
DateStatus
Event NameWhat You Need to Know About
Cloud Security3-May
Date 2-Jul 3-Apr
Presenter Clark 3-May
Cloud Webcast
Preparation
Phase 1
Phase 2
Pre-Event
Post-Event
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Develop
ContentAssigned to Clark 3-May
Identify
Target List3-Apr
Locate Venue Web 3-Apr
Develop
Marketing
MesProduct B
3-May
Develop
Telemarketin
g MesProduct
B
3-May
Landing Page
Creation18-May
1st and 2nd
Emails
Creation
18-May
Follow Up
Creation
18-May
Mailer Piece
CreationN/A 18-May
Mail Drop N/A 2-Jun
1st Email
Drop11-Jun
Telemarketing
7-Jun
2nd Email
Drop25-Jun
Venue
ConfirmationN/A 25-Jun
AV
EquipmentN/A 29-Jun
Attendee
CofirmationN/A 1-Jul
Sign-In
SheetN/A 1-Jul
Name Tags N/A 1-Jul
Follow Up
Email Drop3-Jul
Assign Leads 3-Jul
Event Recap
Meeting3-Jul
Setup
Preparation
Phase 1
Phase 2
Pre-Event
Post-Event
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Stage Task Details Due Date Status
Event NameWhat is in the Horizon for
Product B / 5 Tips & Tricks12-Jul
Date 10-Sep 12-Jun
Presenter 12-Jul
Develop
Content12-Jul
Identify
Target List12-Jun
Locate Venue 12-Jun
Develop
Marketing
MesProduct
B
12-Jul
Develop
Telemarketin
g MesProduct
B
12-Jul
Landing Page
Creation27-Jul
1st and 2nd
Emails
Creation
27-Jul
Follow Up
Creation
27-Jul
Houston Product B UGM
Setup
Preparation
each qaurter and we are constantly adding more. I was having difficulty ma
calendar so that I get notified when I need to complete a task. This is more
vents won't require mailing something or telemarketing. I do not always wri
the relative Due Dates, I can assign various tasks to people like coming up
thing related. Metrics associated with these events are in the Marketing Plan
Third Quarter
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Mailer Piece
Creation27-Jul
Mail Drop 11-Aug
1st Email
Drop 20-Aug
Telemarketin
g16-Aug
2nd Email
Drop3-Sep
Venue
Confirmation3-Sep
AV
Equipment7-Sep
AttendeeCofirmation 9-Sep
Sign-In
Sheet9-Sep
Name Tags 9-Sep
Follow Up
Email Drop11-Sep
Assign Leads 11-Sep
Event Recap
Meeting11-Sep
Stage Task DetailsDue
DateStatus
Event NameWhat is in the Horizon for
Product B / 5 Tips & Tricks12-Jul
Date 10-Sep 12-Jun
Presenter 12-Jul
Develop
Content12-Jul
Phase 1
Phase 2
Pre-Event
Post-Event
Hawaii Product B UGM
Setup
7/27/2019 Reddit Marketing Plan
118/160
Identify
Target List12-Jun
Locate Venue 12-Jun
Develop
Marketing
MesProduct
B
12-Jul
Develop
Telemarketin
g MesProduct
B
12-Jul
Landing Page
Creation27-Jul
1st and 2ndEmails
Creation
27-Jul
Follow Up
Creation
27-Jul
Mailer Piece
Creation27-Jul
Mail Drop 11-Aug
1st Email
Drop 20-Aug
Telemarketin
g16-Aug
2nd Email
Drop3-Sep
Venue
Confirmation3-Sep
AV
Equipment7-Sep
Attendee
Cofirmation 9-Sep
Sign-In
Sheet9-Sep
Name Tags 9-Sep
Preparation
Phase 1
Phase 2
Pre-Event
7/27/2019 Reddit Marketing Plan
119/160
Follow Up
Email Drop11-Sep
Assign Leads 11-Sep
Event Recap
Meeting 11-Sep
Stage Task DetailsDue
DateStatus
Event NameWhat is in the Horizon for
Product B / 5 Tips & Tricks13-Jul
Date 11-Sep 13-Jun
Presenter 13-Jul
Develop
Content13-Jul
Identify
Target List13-Jun
Locate Venue 13-Jun
Develop
MarketingMesProduct
B
13-Jul
Develop
Telemarketin