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    Really b2b Lead Generation Planning Template

    Uploaded by

    hrhvdy
    This document provides a template for planning a lead generation strategy. It includes sections for setting key performance indicators, allocating budgets to different channels, and tracking metrics like cost per lead and conversion rates. Users can adjust values to model different scenarios and strategies.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd

    Really b2b Lead Generation Planning Template

    Uploaded by

    hrhvdy
    311 views1 page
    This document provides a template for planning a lead generation strategy. It includes sections for setting key performance indicators, allocating budgets to different channels, and tracking metrics like cost per lead and conversion rates. Users can adjust values to model different scenarios and strategies.

    Original Description:

    Sales, Marketing, Lead Generation

    Copyright

    © © All Rights Reserved

    Available Formats

    XLSX, PDF, TXT or read online from Scribd

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    This document provides a template for planning a lead generation strategy. It includes sections for setting key performance indicators, allocating budgets to different channels, and tracking metrics like cost per lead and conversion rates. Users can adjust values to model different scenarios and strategies.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    311 views1 page

    Really b2b Lead Generation Planning Template

    Uploaded by

    hrhvdy
    This document provides a template for planning a lead generation strategy. It includes sections for setting key performance indicators, allocating budgets to different channels, and tracking metrics like cost per lead and conversion rates. Users can adjust values to model different scenarios and strategies.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    of 1

    LEAD GENERATION PLANNING TEMPLATE

    Step 1

    Enter your Ultimate Key


    Performance Indicators here

    Ultimate Key Performance Indicators (UKPIs)


    Target Cost per Qualified Lead ()

    0 Cells below will colour green for 'on target' and red for 'off target'

    Target Cost per Sale or Contract ()

    0 Cells below will colour green for 'on target' and red for 'off target'

    Key
    Input your own values and adjust for 'what-if' scenarios (Step 3)
    These are formulas. Do not change.

    BUDGET

    Budget %

    Email
    Direct Mail
    Telemarketing
    Events/Exhibitions
    Website (Direct)
    Pay-per-Click (i.e. Google Adwords)
    Media advertising

    0
    0
    0
    0
    0
    0
    0

    #DIV/0!
    #DIV/0!
    #DIV/0!
    #DIV/0!
    #DIV/0!
    #DIV/0!
    #DIV/0!

    0
    0
    0
    0
    0
    0
    0

    Step 3

    Adjust the values in purple to see


    'What If'. "What if we invested more
    in one channel than another?",
    "What if we did more Direct Mail
    than Exhibitions?"

    Total/Average

    #DIV/0!

    CONVERSION TO QUALIFIED LEAD


    Cost per
    Response,
    Enquiry or
    Click

    Conversion to
    Qualified Lead
    %

    Leads

    0.00%
    0.00%
    0.00%
    0.00%
    0.00%
    0.00%
    0.00%

    0
    0
    0
    0
    0
    0
    0

    #DIV/0!
    #DIV/0!
    #DIV/0!
    #DIV/0!
    #DIV/0!
    #DIV/0!
    #DIV/0!

    0.00%
    0.00%
    0.00%
    0.00%
    0.00%
    0.00%
    0.00%

    0
    0
    0
    0
    0
    0
    0

    #DIV/0!
    #DIV/0!
    #DIV/0!
    #DIV/0!
    #DIV/0!
    #DIV/0!
    #DIV/0!

    0%
    0%
    0%
    0%
    0%
    0%
    0%

    0
    0
    0
    0
    0
    0
    0

    #DIV/0!
    #DIV/0!
    #DIV/0!
    #DIV/0!
    #DIV/0!
    #DIV/0!
    #DIV/0!

    0
    0
    0
    0
    0
    0
    0

    0
    0
    0
    0
    0
    0
    0

    #DIV/0!
    #DIV/0!
    #DIV/0!
    #DIV/0!
    #DIV/0!
    #DIV/0!
    #DIV/0!

    #DIV/0!

    #DIV/0!

    #DIV/0!

    #DIV/0!

    #DIV/0!

    #DIV/0!

    #DIV/0!

    #DIV/0!

    Cost per
    Conversion to
    Qualified Lead
    Sale or
    (UKPI)
    Contract %

    Don't forget...
    1. This is basic lead generation planning template and does not take into account the lifetime value of your customers!
    2. Most formulas are set to round to nearest whole number/
    3. If you have any questions regarding the spreadsheet, please dont hesitate to contact us
    4. This spreadsheet is provided in good faith for modelling your lead generation marketing mix and Really B2B will not be held responsible for any errors or actions taken as a result of using this spreadsheet
    Really B2B
    1000 Lakeside North Harbour, Western Road, Portsmouth, Hants, PO6 3EN, United Kingdom

    CONVERSION TO SALE

    Responses,
    Enquiries or
    Clicks

    Database size, Response Rate


    contacts or
    % or Click
    audience
    Through Rate %

    Total cost

    Step 2
    If you've done your prep and used
    the B2B Lead Generation - Planning
    Manual, enter the appropriate values
    by each channel here

    INITIAL ENGAGEMENT

    Sales or
    Contracts

    Cost per Sale


    Average Order Total Sales Value
    or Contract
    Value

    (UKPI)

    ROI
    (UKPI)

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