Lead Generation Plan Playbook

Resource Overview

Use this step-by-step playbook and set of 46 premium tools and templates to create a comprehensive lead generation plan.


Related Resources

Our Lead Generation Plan Playbook is a consulting methodology that highlights our premium tool-kit of 46 tools & templates to help you develop a comprehensive lead generation plan. 

Demand Metric playbooks are step-by-step guides that help you build strategic processes using "Best Practices" and other Demand Metric tools & templates.  For background info on Demand Metric playbooks (aka methodologies), read our blog post: Much Ado About Methodologies.

Stages of this playbook include:
  1. Understand Lead Gen
  2. Plan your Strategy
  3. Defining What a "Lead" Is
  4. Implement Technologies
  5. Lead Gen Programs
  6. Evaluate Program ROI
There are 46 premium tools & templates linked inside of this playbook to facilitate the process:
  1. Lead Generation Maturity Assessment
  2. Workshop: Secrets to Lead Gen Success
  3. Revenue Marketing Transformation
  4. Marketing Funnel Template
  5. Marketing Channel Ranking Tool
  6. Lead Generation Objectives Scorecard
  7. Content Marketing Plan
  8. Lead Acquisition Model
  9. Qualified Lead Definition Tool
  10. Lead Scoring Template
  11. Develop Customer-Centricity with CRM
  12. CRM Readiness Assessment Tool
  13. CRM Program Strategy Scorecard
  14. CRM Maturity Assessment
  15. CRM Business Case Template
  16. CRM Consulting Service RFP
  17. CRM System RFP Template
  18. CRM Vendor Evaluation Matrix
  19. CRM Program Metrics Dashboard
  20. CRM Administrator Job Description
  21. Marketing Automation Software Selection
  22. Marketing Automation Business Case
  23. Marketing Automation Consulting RFP
  24. Marketing Automation Maturity Assessment
  25. Marketing Automation ROI Calculator
  26. Marketing Automation System RFP
  27. Marketing Automation Vendor Evaluation
  28. Marketing Automation Vendor Matrix
  29. Marketing Calendar Template
  30. Advertising Calendar & Budget Template
  31. Advertisement Evaluation Matrix
  32. Online Advertising Plan Template
  33. Online Advertising ROI Calculator
  34. Advertising Plan Checklist
  35. Sales Productivity Metrics (Daily)
  36. Sales Productivity Metrics (Monthly)
  37. Sales Productivity Metrics (Quarterly)
  38. Nurturing Leads with Podcasts
  39. Webinar Program Methodology
  40. Events Database Template
  41. Tradeshow Evaluation Checklist
  42. Tradeshow Evaluation Matrix
  43. Tradeshow Lead Capturing Form
  44. Tradeshow Program ROI Calculator
  45. Tradeshow ROI Calculator
  46. Lead Generation Metrics Dashboard