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. 30-60-90 day AMA responses: What' ...Read More

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 per ...Read More

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 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 ste ...Read More

Here are a few things I’ve seen work really well, and I’d love to hear what’s worked for others too, so we can all learn from each other! If you’re in a buying group model, shift from lead-level volume to account-level engagement and conversion. You’re not chasing MQLs, you’re building momentum across multiple decision-makers until the group signals readiness. HubSpot Demand Generation Kit (free templates + worksheets) Forrester B2B Demand Waterfall model (gold standard for pipeline measurement) ...Read More

I'm not sure if this question is directed towards an onboarding template or onboarding resources, or perhaps even getting started as a DG marketer so some clarification would be helpful. Coming from the first lens, every organization is going to have a slightly different operating model, a different guidebook for new hires, and for onboarding new employees, so I'd tap into your co-workers and other marketing counterparts first if you're not already provided with a starting point. Chances are man ...Read More