Marketing & Lead Generation Toolkit

Developed from the latest resources available, this toolkit features five best practice documents, seven ready-made templates for your implementation on day one, and a full seven-part video series explaining how to bring it all together.
Best Practice - Public Relations

Best Practice - Public Relations

This presentation functions as Public Relations 101. You'll learn everything you need to know about PR, including outlets such as press releases, product listings, technology articles, and magazine covers. Additionally, you'll learn how to build an editorial calendar to structure your press releases properly.

Document
Best Practice - Newsletters

Best Practice - Newsletters

This asset contains the best practices for creating an Email Newsletter. The document goes over the best methods for successful newsletters, such as a clear goal, maintaining a production calendar, drafting and edits, and the review process.

Document
Best Practice - Trade Show Exhibiting

Best Practice - Trade Show Exhibiting

Tradeshows and Expos are one of the best places for marketing and lead generation. This presentation contains everything you need to know about marketing at a tradeshow, including budgeting, demo and table design, booth layout, and graphics for your booth.

Document
Best Practice - Video

Best Practice - Video

For consumers, watching a video about a product is almost always easier than reading about it. This presentation goes in-depth about the best practices for creating videos for your business.

Document
Best Practice - Webinars

Best Practice - Webinars

This presentation functions as Webinars 101. You'll learn about the best practices and success goals for webinars, including creating plans and strategies to reach the right audience.

Document
Template - Competitor Matrix

Template - Competitor Matrix

This template serves as a guide for mapping out the advantages and practices of your biggest competitors. Utilization of this template is covered in Video #2 - Marketing Strategy Foundation.

Spreadsheet
Template - Detailed Budget Planning

Template - Detailed Budget Planning

This in-depth template allows you to strategically track your expense budget. Included are tables for travel, new products, marketing costs, salary, and other expenses.

Spreadsheet
Template - Marketing Current State Overview

Template - Marketing Current State Overview

This detailed template will help you and your team track a myriad of metrics for your biggest customers. You'll be able to graph top sales, products, cities, and future opportunities.

Spreadsheet
Template - Marketing Dashboard

Template - Marketing Dashboard

This in-depth template offers everything you need to keep track of your marketing campaigns. Included are web metrics, past trade events, overall quarterly metrics, keyword rankings, and much more.

Spreadsheet
Template - Marketing Strategy

Template - Marketing Strategy

This in-depth template has everything you need to plan your marketing strategy. You'll be able to set criteria for market selection, create your marketing foundation, and draft elevator pitches.

Document
Template - Target Market

Template - Target Market

This template allows you to segment your most significant clients to find their value and opportunities properly. Included is a section for data based on each client, with metrics for the current supplier, estimated company sales, addressable factors, and primary competitors.

Spreadsheet
Template - Trade Show Planning Matrix

Template - Trade Show Planning Matrix

This template allows you to plan and track your progress during a trade show or expo. You'll be able to track budget, shipping, staff time per day, staff expenses, and more.

Spreadsheet
Slides for all Videos in this Toolkit

Slides for all Videos in this Toolkit

Access the slides of the Marketing and Lead Generation Toolkit videos and download them here to review at your convenience.

Document
Video #1 Getting Started in Marketing

Video #1 Getting Started in Marketing

This high-level video will go over what to expect you'll learn in the Marketing and Lead Generation Toolkit.

Video
Video #2 Marketing Strategy Foundation

Video #2 Marketing Strategy Foundation

This video serves as a detailed overview of the beginning of forming your Marketing Strategy. The steps in this video are not a solitary exercise; starting a discussion with your team is key to building a solid marketing strategy. The templates used in this video are the Competitor Matrix template, the Marketing Strategy template, and the Marketing Current State Overview template.

Video
Video #3 Marketing Strategy

Video #3 Marketing Strategy

After drafting your marketing strategy foundation in the previous video, you'll now learn how to guide and focus your strategies to start targeting your ideal market. You'll start with the basics of targeting the market here, which will then be expanded upon in the next two videos, Target Market Definition and Target Market Sizing.

Video
Video #4 Target Market Definition

Video #4 Target Market Definition

This video overviews the process of identifying your market selection and makes use of the Target Market Template.

Video
Video #5 Target Market Sizing

Video #5 Target Market Sizing

This video details the importance of understanding Market Sizing. Market sizing allows you to plan your marketing strategy, including how much and what kind of marketing you'll be doing for a specific market. This video makes use of the Target Market Template

Video
Video #6 Value Proposition & Core Messages

Video #6 Value Proposition & Core Messages

This video will help you understand what a value proposition is and how to define core messages. You'll also learn the difference between marketing, advertising, public relations, and branding.

Video
Video #7 Marketing Tactics

Video #7 Marketing Tactics

This overview of various marketing practices and tactics will help ensure your marketing tactics lead to great lead generation and, subsequently, increased business.

Video

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