Goals for Marketing Success

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  • How do you know when a marketing campaign is successful?
  • It would be useful to have a target to aim at.
  • This tool provides an approximation of the number of prospects required to meet the revenue projections at current or projected conversion rates.
  • Use this information to assist in making marketing decisions such as market segment, acceptable project size, and sales process changes.
  • Be sure to save the file to the Company folder so the information can be accessed, reviewed and updated as needed.
  • Use the “Lead Tracking Form” to improve the precision of your results.
Lead
Tracking
Form
  • Enter the information requested in the “Actual” column green cells.
  • If you have not been tracking your conversion rates, enter your “best guess” percentages.  You can begin tracking those conversion rates with this form.
  • The “What-If” columns provide an opportunity to change the variables and view the results of those changes.
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