What are some templates/resources you'd recommend as a jumping-off point?
I’ve included 6 different resources for you to use as a starting point below (in no particular order). This covers everything from building a demand gen plan for a startup up to an enterprise. I wanted to provide a variety of resources so that you can mix and match what makes the most sense for you.
I’ve also included some of my responses from my AMA on 30-60-90 day plans. You can go visit my AMA page for all of my responses or check out the top responses below.
- What's the most effective way to scale a Demand Generation team beyond the first Demand Generation manager?
- What do you think about your first 30/60/90 day goals when coming in as the Head of demand generation in a startup that didn't have demand gen managers before?
- What's a good way to think about, contextualize, and approach a 30/60/90 plan if you've never done one before, when you're new to demand generation?
Additional resources:
- https://www.usebroca.com/blog/startup-head-of-marketing-30-60-90-days
- https://blog.hubspot.com/marketing/30-60-90-day-plan
- https://www.coursera.org/articles/30-60-90-day-plan
- https://www.indeed.com/career-advice/starting-new-job/30-60-90-day-plan
- https://www.glassdoor.com/blog/30-60-90-day-plan/
- https://www.forbes.com/advisor/business/30-60-90-day-plan/
I always start with a comprehensive audit, focusing generally on the following areas. I evaluate a combination of qualitative and quantitative factors which allows me to have a clear understanding of the maturity of the function. The key is knowing what good looks like / being able to know where you want to get to. Because this audit should then turn into a roadmap towards building a proper demand center.
Sales & Marketing alignment
Demand funnel
Lead scoring
Lead nurturing
Content
Buyer personas
Planning and strategy
Process
Data management
Measurement
Systems
ABM
Campaign data and orchestration
Business acumen
The most important template is the Campaign calendar (of activities) – that everyone can track. A good campaign calendar gives a clear view of
All active campaigns
Gives a clear timeline
Identifies owners
Lists outcomes expected
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Outlines asks and challenges
My favourite is the product launch checklist, simply because it has too many moving parts and is a very critical finale to a product that is usually long in the making. A good checklist again lists owners, timelines, dependencies and next steps.