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What are some templates/resources you'd recommend as a jumping-off point?

Erika Barbosa
Counterpart Marketing Lead | Formerly Issuu, OpenText, WebrootDecember 22
1070 Views
Matt Hummel
Pipeline360 Vice President of MarketingJune 1

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

865 Views
Kanchan Belavadi
Snowflake Head of Enterprise Marketing, IndiaApril 27

The most important template is the Campaign calendar (of activities) – that everyone can track. A good campaign calendar gives a clear view of

  1. All active campaigns

  2. Gives a clear timeline

  3. Identifies owners

  4. Lists outcomes expected

  5. 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.

741 Views
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