Reddit Marketing Plan

7/27/2019 Reddit Marketing Plan

1/160

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


2/160

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


completed


Email Product A Drip Campaign Project Navigator On-going

Webcast 29 Minute Webcast: CRM 5/8


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


3/160


completed


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


Financial ReportingHouston

6/19

Webcast Product B User Group Meeting Web 6/19



Financial ReportingSan Antonio

6/20


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


completed


Web SEO On-going


Jul-13


4/160

WebcastCloud 201: What You Need to Know About

SecurityWeb

7/2


Webcast 29 Minute Webcast: BIE Advanced Reporting 7/24

Tradeshows/Event

s Product B Trade Show 7/26

Total


completed







Total


completed





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


Aug-13

Sep-13


5/160

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


completed


Web SEO On-going

Advertising Rental Magazine: Software Issue Announce ARA webcasts October


Webcast Cloud 301 Web 10/2


Total


completed




Total

Activity Description Notes Date to becompleted





Oct-13

Nov-13

Dec-13


6/160









Webcast Product A User Group Meeting Web 12/27

Total

Cloud Lunch & Learns

Product B Group Meetings

Product A User Group Meetings

Yearly Totals


7/160

ARA Rental Market Metrics Webcast

Gift Campaign

Product A Nurture Email


8/160


9/160


10/160


11/160


12/160

Direct Mail

Webcast

Email

Advertising

Live Seminar


13/160

Telemarketing

Web

Trade Show/Event

Lead Nurturing

Other


14/160

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


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




15/160

Date

Completed

Prospect

List

Customer

List

Qualified

Leads Goal

Closed


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


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


16/160

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


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


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


17/160

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


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


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


18/160

$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


Qualified

Leads

25 $6,600 $3,000 0 0

.Budget Res

Budget Res

.Budget Res

.

.Budget Res


19/160

Qualified

Leads

Goal

Estimated


Qualified

Leads

48 $8,000 $4,350 0 0

Qualified

Leads

Goal

Estimated


Qualified

Leads

30 $10,777 $0 0 0

Qualified

Leads

Goal

Estimated


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


20/160


21/160


22/160


23/160


24/160


25/160


26/160

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


27/160

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


28/160

$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


29/160

$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


30/160

$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


$0 0 0 0 0

Actual

Cost ($)Cost/Qual

ified Lead

Interested

/NA Form


#VALUE! 0 0 0 0

ults Lead Stage

ults Lead Stage

ults Lead Stage

ults Lead Stage


31/160

Actual

Cost ($)Cost/Qual

ified Lead

Interested

/NA Form


$907 0 0 0 0

Actual

Cost ($)Cost/Qual

ified Lead

Interested

/NA Form


$7,256 0 0 0 0

Actual

Cost ($)Cost/Qual

ified Lead

Interested

/NA Form


$0 0 0 0 0

ActualCost ($)

Cost/Qual

ified Lead

Interested

/NA Form


$0 0 0 0 0

Lead Stage

ults Lead Stage

ults

ults Lead Stage


32/160

Company A Marketing Plan Worksheet

Lead Generation - New System & Cross Product Sales Date Last Updated


completed


Web SEO5 phrases dedicated

to Product A

On-going

Email Product A Drip Campaign

Product A SaaS

Preview

Environment On-going

Total


completed


Email Product A Drip Campaign Project Navigator On-going

Total


completed




May-13

Apr-13

Jun-13

This is another individual marketing plan for the other firm that gives me


33/160



Financial ReportingHonolulu

6/13


SecurityHouston

6/18


Financial ReportingHouston

6/19


Financial ReportingSan Antonio

6/20


Financial ReportingDenver

6/25


SecuritySan Antonio

6/25


SecurityDenver

6/27

Web CastProduct A User Group Meeting: Advanced

Financial ReportingWeb

6/27

Total


completed



to Product AOn-going



SecurityWeb

7/2

Total

Jul-13

Aug-13


34/160


completed



Total


completed




SecurityHonolulu

9/10








Web Cast Product A User Group Meeting Web 9/26

Total


completed



to Product AOn-going

Sep-13

Oct-13


35/160



Total


completed



Total


completed







Webcast Product A User Group Meeting Web 12/27

Total

Nov-13

Dec-13

Yearly Totals


36/160

Product A User Group Meetings

Product A Nurture Email



37/160


38/160


39/160

Direct Mail

Webcast

Email

Advertising

Live Seminar

Telemarketing

Web

Trade Show/Event

Lead Nurturing

Other


40/160

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 $0

0 0 15 0 $550 $0 0

Date


Qualified

Leads Goal

Closed


Raw

Leads


On-going $0

7,500 50 $2,400




arketing Development Funds (MDF $). They require their own plan, but it

unrelated products.


41/160

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


Qualified

Leads Goal

Closed


Raw

Leads



On-going $0

2,000 500 3 $0

2,000 500 23 0 $1,300 $0 0

Budget

Reach and Goals

Reach and Goals


42/160

Date


Qualified

Leads Goal

Closed


Raw

Leads


On-going $0

0 0 20 0 $550 $0 0

Budget

Date


Qualified

Leads Goal

Closed


Raw

Leads


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


Qualified

Leads Goal

Closed


Raw

Leads



Reach and Goals

Reach and Goals


43/160

On-going $0

2,000 500 3 $0

2,000 500 23 0 $1,300 $0 0

Budget

Date


Qualified

Leads Goal

Closed


Raw

Leads


On-going $0

0 0 20 0 $550 $0 0

Budget

Date


Qualified

Leads Goal

Closed


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


44/160

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


Raw

Leads

0 $0 $0 0





45/160


46/160


47/160


48/160

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


CommentsIntere

sted/F

orm

Demo Propose Close

$550

0 $550 0 0 0 0

Qualified

Leads

Actual


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


49/160

$907

0 $1,457 0 0 0 0

Qualified

Leads

Actual


ed Lead

CommentsIntere

sted/F

orm

Demo Propose Close

$550

0 $550 0 0 0 0

Results Lead Stage

Results Lead Stage


50/160

Qualified

Leads

Actual


ed Lead

CommentsIntere

sted/F

orm

Demo Propose Close

$550

0 $550 0 0 0 0

Qualified

Leads

Actual


ed Lead

CommentsIntere

sted/F

orm

Demo Propose Close

$550

0 $550 0 0 0 0

Qualified

Leads

Actual


ed Lead

CommentsIntere

sted/Form

Demo Propose Close

$550

Results Lead Stage

Results Lead Stage


51/160

0 $550 0 0 0 0

Qualified

Leads

Actual


ed Lead

CommentsIntere

sted/F

orm

Demo Propose Close

$550

0 $550 0 0 0 0

Qualified

Leads

Actual


ed Lead

CommentsIntere

sted/F

orm

Demo Propose Close

$550

0 $550 0 0 0 0

Qualified

Leads

Actual


ed Lead

Intere

sted/

NA

Form


14 $5,857 $418.36 0 0 0 0

Results Lead Stage

Lead Stage

Results Lead Stage

Results


52/160

QualifiedLeads

ActualCost ($)

Cost/Qualifi

ed Lead

Intere

sted/

NA

Form


0 #VALUE! #REF! #REF! #REF! #REF!

Qualified

Leads

Actual

Cost ($)

Cost/Qualifi

ed Lead

Intere

sted/

NAForm


0 $907 0 0 0 0

Qualified

Leads

Actual


ed Lead

Intere

sted/

NA

Form


0 $0 0 0 0 0

Lead Stage

Results

Lead StageResults

Lead Stage

Results


53/160

Company B Marketing Plan Worksheet

Lead Generation - New System & Cross Product Sales Date Last Updated


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


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


Total

Activity Description Notes Date to becompleted





May-13

Apr-13

Jun-13

This is an individual marketing plan for one of the firms that gives me Ma


54/160




SecurityHouston

6/18




SecuritySan Antonio

6/25


SecurityDenver

6/27

Total


completed




SecurityWeb

7/2


Webcast 29 Minute Webcast: BIE Advanced Reporting 7/24

Tradeshows/Event

sProduct B Trade Show

7/26

Total


completed





Jul-13

Aug-13


55/160

Total

Activity Description Notes

Date to be

completed



SecurityHonolulu

9/10








Total


completed



Advertising Rental Magazine: Software IssueAnnounce ARA

webcasts October



Total


completed


Sep-13

Nov-13

Oct-13


56/160

Total


completed







Total

Dec-13

Yearly Totals

Product B User Group Meetings



57/160

Gift Campaign

ARA Rental Market Metrics Webcast


58/160


59/160

Direct Mail

Webcast

Email

AdvertisingLive Seminar

Telemarketing

Web

Trade Show/Event

Lead Nurturing

Other


60/160

4/8/2013

Date


Qualified

Leads Goal

Closed


Raw

Leads


12,000 300 5 $907148 3 $0

12,000 448 8 0 $2,857 $0 0

Date


Qualified

Leads Goal

Closed


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




rketing Development Funds (MDF $). They require their own plan, but it is

unrelated products.


61/160

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


Qualified

Leads Goal

Closed


Raw

Leads


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


Qualified

Leads Goal

Closed


Raw

Leads

148 3 $0

12,000 300 5 $907

198 3 $0

127 3 $0

Reach and Goals

Reach and Goals


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


Qualified

Leads Goal

Closed


Raw

Leads


$2,614

2,000 500 3 $0

$907

2,000 500 3 0 $5,471 $0 0

Budget

Date


Qualified

Leads Goal

Closed


Raw

Leads

$907

Reach and Goals

Reach and Goals

Reach and Goals


63/160

0 0 0 0 $907 $0 0

Budget

Date


Qualified

Leads Goal

Closed


Raw

Leads

$907

0 0 0 0 $907 $0 0

Qualified

Leads Goal

Estimated


Raw

Leads

181 $32,727 $4,850 0

Qualified

Leads Goal

Estimated


Raw

Leads

18 $3,700 $1,850 0

Reach and Goals





64/160

Qualified

Leads Goal

Estimated


Raw

Leads

48 $8,000 $1,500 0

Qualified

Leads Goal

Estimated


Raw

Leads

30 $10,777 $0 0

Qualified

Leads Goal

Estimated


Raw

Leads

5 $1,000 $500 0




65/160


66/160


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


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


69/160

0 $907 0 0 0 0

Qualified

Leads

Actual


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


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


0 $8,163 0 0 0 0

Qualified

Leads

Actual

Cost ($)Cost/Qualif

ied Lead

Interes

ted/N

A Form


0 $0 0 0 0 0

Results Lead Stage

Results

Lead Stage

Lead Stage

Results Lead Stage

Results


71/160

Qualified

Leads

Actual

Cost ($)Cost/Qualif

ied Lead

Interes

ted/N

A Form


0 $907 0 0 0 0

Qualified

Leads

Actual

Cost ($)Cost/Qualif

ied Lead

Interes

ted/N

A Form


0 $7,256 0 0 0 0

Qualified

Leads

Actual

Cost ($)Cost/Qualif

ied Lead

Interes

ted/N

A Form


0 $0 0 0 0 0

Lead Stage

Results Lead Stage

Results


72/160

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

Email

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


73/160

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


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

Email

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


75/160

Follow Up

Email Drop28-Feb

Complet

e

Assign Leads 28-FebComplet

e

Event Recap

Meeting 28-Feb

Complet

e


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

Email

Creation

19-JanComplet

e

Mailer Piece

Creation19-Jan

Complet

e

Post-Event

Denver Cloud Event

Setup

Preparation


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


DateStatus


e


e

Presenter Clark 13-Jan

Complet

e

Develop


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


77/160

Locate

VenuePerico's 14-Dec

Complet

e

Develop

Marketing

MesProduct

B

13-JanComplet

e

Develop

Telemarketin

g

MesProduct

B


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


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


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


78/160


e

Event Recap

Meeting15-Mar

Complet

e


DateStatus


e


e

Presenter Clark 20-JanComplet

e

Develop


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


e

Landing

Page

Creation

4-FebComplet

e

1st and 2nd

Emails

Creation

4-FebComplet

e

Follow Up

Email

Creation

4-Feb Complete

Mailer Piece

Creation4-Feb

Complet

e


e

Post-Event

Houston Cloud Event

Setup

Preparation


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


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


DateStatus

Event Name

Moving from Paper to Digital /

5 Tips & Tricks on using

Company B's Product C

11-JanComplet

e


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


80/160

Locate


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


Complet

e

AV


Complet

e

Attendee

Confirmation11-Mar

Complet

e

Sign-In

Sheet Assigned to Cara 11-Mar

Complet

e


e

Follow Up

Email Drop13-Mar

Complet

e

Preparation

Phase 1

Phase 2

Pre-Event


81/160


e

Event Recap

Meeting13-Mar

Complet

e


DateStatus

Event Name




12-JanComplet

e


e

Presenter Jeff 12-JanComplet

e

Develop

ContentAssigned to Jeff 12-Jan

Complet

e

Identify


Complet

e

Locate


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


e

Post-Event

San Antonio Product B UGM

Setup

Preparation


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


Complet

e

Sign-In

Sheet12-Mar

Complet

e

Name Tags 12-Mar Complete

Follow Up

Email Drop14-Mar

Complet

e


e

Event Recap

Meeting14-Mar

Complet

e


DateStatus

Event Name




13-JanComplet

e


e

Presenter Kathy 13-JanComplet

eDevelop

ContentAssigned to Kathy 13-Jan

Complet

e

Identify


Complet

e

Pre-Event

Post-Event

Denver Product B UGM

Setup

Phase 2


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

Email

Creation

28-JanComplet

e

Mailer Piece

CreationN/A 28-Jan

Complet

e


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


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


84/160


e

Event Recap

Meeting15-Mar

Complet

e


DateStatus

Event Name




19-JanComplet

e

Date 20-Mar 20-Dec

Complet

e

Presenter Ed and Fred 19-JanComplet

e

Develop

ContentDone 19-Jan

Complet

e

Identify


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


e

Post-Event

Web Product B UGM

Setup

Preparation


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


Complet

e

Sign-In

SheetN/A 19-Mar

Complet

e

Name Tags N/A 19-Mar Complete

Follow Up

Email Drop21-Mar

Complet

e


e

Event Recap

Meeting21-Mar

Complet

e


DateStatus

Event Name Billing Rate Tables 12-JanComplet

e


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


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

Email

Creation

27-JanComplet

e

Mailer Piece

CreationN/A 27-Jan

Complet

e


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


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


e

Preparation

Phase 1

Phase 2

Pre-Event

Post-Event


87/160

Event Recap

Meeting14-Mar

Complet

e


DateStatus


e


e


e

Develop


Complet

e

Identify

Target ListHouston Product A Users 20-Dec

Complet

e

Locate


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

Email

Creation

3-Feb Complete

Mailer Piece

CreationN/A 3-Feb

Complet

e


e

Setup

Preparation

Houston Product A UGM


88/160

1st Email

Drop27-Feb

Complet

e

Telemarketin

gN/A 23-Feb

Complet

e

2nd Email

Drop 13-Mar

Complet

e

Venue


Complet

e

AV


Complet

e

Attendee


Complet

e

Sign-In

SheetAssigned to Cara 19-Mar

Complet

e


e

Follow Up

Email Drop21-Mar

Complet

e


e

Event Recap

Meeting21-Mar

Complet

e


DateStatus


e


e


e

DevelopContent

Assigned to Nedra 20-Jan Complete

Identify

Target ListSan Antonio Product A Users 21-Dec

Complet

e

Locate


Complet

e

Phase 2

Pre-Event

Post-Event

San Antonio Product A UGM

Setup


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

Email

Creation

4-FebComplet

e

Mailer Piece

CreationN/A 4-Feb

Complet

e


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


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


90/160

Event Recap

MeetingComplete 22-Mar

Complet

e


DateStatus


e


e


e

Develop


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

Email

Creation

12-FebComplet

e

Mailer Piece

CreationN/A 12-Feb

Complet

e


e

1st Email

Drop8-Mar

Complet

e

Web Product A UGM

Setup

Preparation

Phase 1


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


Complet

e

Sign-In

SheetN/A 28-Mar

Complet

e

Name Tags N/A 28-MarComplet

e

Follow UpEmail Drop

30-Mar Complete


e

Event Recap

Meeting30-Mar

Complet

e

Pre-Event

Post-Event

Phase 2


92/160


93/160


94/160


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

Email

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


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


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


Setup


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

Email

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


97/160

Follow Up

Email Drop12-Jun

Assign Leads 12-Jun

Event Recap

Meeting 12-Jun


DateStatus


Tips & Tricks13-Apr

Date 12-Jun 14-Mar

Presenter 13-Apr

Develop

Content13-Apr

Identify

Target ListHawaii Product B Customers 14-Mar


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

Email

Creation

28-Apr

Mailer Piece

CreationN/A 28-Apr

Hawaii Product B UGM

Setup

Preparation

Post-Event


98/160


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


DateStatus


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


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


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


100/160

Assign Leads 13-Jun

Event Recap

Meeting13-Jun


DateStatus


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

Email

Creation

29-Apr

Mailer Piece

CreationN/A 29-Apr


Post-Event

Denver Product B UGM

Setup

Preparation


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


DateStatus

Event NameWhat You Need to Know About

Cloud Security19-Apr

Date 18-Jun 20-Mar

Presenter Clark Haley 19-Apr

Develop


Identify

Target List

All Houston suspects, prospects

and customers20-Mar

Houston Cloud Lunch

Setup

Phase 2

Pre-Event

Post-Event


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


AV


Attendee

Cofirmation17-Jun

Sign-In

Sheet Assigned to Cara 17-Jun


Follow Up

Email Drop19-Jun

Preparation

Phase 1

Phase 2

Pre-Event


103/160

Assign Leads 19-Jun

Event Recap

Meeting19-Jun


DateStatus


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


Post-Event

Preparation

Web Product B UGM

Setup


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


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


105/160


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

Email

Creation

29-Apr

Mailer Piece

CreationN/A 29-Apr


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


106/160

Assign Leads 14-Jun

Event Recap

Meeting14-Jun


DateStatus



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


Post-Event

Houston Product A UGM

Setup

Preparation


107/160

1st Email

Drop29-May

Telemarketin

gN/A 25-May

2nd Email

Drop 12-Jun

Venue


AV


Attendee

Cofirmation18-Jun

Sign-In

SheetAssigned to Cara 18-Jun


Follow Up

Email Drop20-Jun

Assign Leads 20-Jun

Event Recap

Meeting20-Jun


DateStatus



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


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

Email

Creation

6-May

Mailer Piece

CreationN/A 6-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


109/160

Event Recap

Meeting21-Jun


DateStatus

Event NameWhat You need to Know About


Date 25-Jun 27-Mar


Develop


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

Email

Creation

11-May

Mailer Piece

Creation11-May

Mail Drop 26-May

San Antonio Cloud Lunch

Setup

Preparation


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


DateStatus



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


111/160

Develop

Marketing

MesProduct B

26-Apr

Develop


B

N/A 26-Apr

Landing Page

Creation11-May

1st and 2nd

Emails

Creation

11-May

Follow Up

Email

Creation

11-May

Mailer Piece

CreationN/A 11-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


112/160

Event Recap

Meeting26-Jun


DateStatus



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


B

N/A 28-Apr

Landing Page

Creation13-May

1st and 2nd

Emails

Creation

13-May

Follow Up

Email

Creation

13-May

Mailer Piece

CreationN/A 13-May


1st Email

Drop6-Jun

Phase 1

Web Product A UGM

Setup

Preparation


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



Date 27-Jun 29-Mar


Develop


Identify

Target List29-Mar

Locate Venue 29-Mar

Develop

Marketing

MesProduct B

28-Apr

Phase 2

Pre-Event

Setup

Post-Event

Denver Cloud Lunch


114/160

Develop

Telemarketin

g MesProduct

B

28-Apr

Landing PageCreation

13-May

1st and 2nd

Emails

Creation

13-May

Follow Up

Email

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


DateStatus


Cloud Security3-May

Date 2-Jul 3-Apr

Presenter Clark 3-May

Cloud Webcast

Preparation

Phase 1

Phase 2

Pre-Event

Post-Event


115/160

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

Email

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


116/160


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

Email

Creation

27-Jul


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


117/160

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


DateStatus



Date 10-Sep 12-Jun

Presenter 12-Jul

Develop

Content12-Jul

Phase 1

Phase 2

Pre-Event

Post-Event

Hawaii Product B UGM

Setup


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

Email

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


119/160

Follow Up

Email Drop11-Sep

Assign Leads 11-Sep

Event Recap

Meeting 11-Sep


DateStatus



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

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