Love Communications lead generation funnel

Lead Generation Worksheet

Filling in the form below gives us essential information about your lead generation needs and what you hope to achieve with this venture. The more information you give us here, the better the solution we will be able to provide. Feel free to ignore any questions that aren’t relevant and please provide as much info as you can in the other fields.

Business snapshot
What’s the name of your company?
What does your company do? What are the products and services offered?
Who are the decision makers for this project?
What budget is allocated for this project? Being as honest as possible here allows us to determine what can be done and what might be best managed in stage II.
Please list the top (5) business needs a lead generation strategy would help you with.
It's helpful to set SMART goals - goals that are Specific, Measurable, Achievable, Relevant and Time-bound. This way, we are all travelling in the same direction and we both know when success has been achieved.

With this in mind, what are the top 5 business needs of your new website? We can start with 5 and discuss more at a later date. If you have less than 5, that's great as well.

(eg:) A business launch? Our sales are good, but we'd like a 20% increase in sales in 6 months so we want to increase our reach and introduce low barrier to entry products?
Our membership site has plateaued, we want 30% increase in membership this year..
I'm launching a new product / need new business leads / need some new energy in my client base
Goal #1
Goal #2
Goal #3
Goal #4
Goal #5
Who are we doing this for?
Tell us about your ideal customer. Who are they? How old are they? What gender are they? Where do they hang out online? What are their interests?
What are the top 5 reasons your ideal customer will seek you out?
(eg) to research product information, get contact details, ask questions about services, to get pricing information...
Content
It's great to think about the content you already have - and how you're currently delivering it. If we work together to build a lead generation funnel, we will create new content, but it's also good to think about what you have to hand.
Do you already have social media set up and are you active there?
Social media
What are your social strengths?
- Facebook
- LinkedIn
- Twitter
- Google local
- Instagram
- Review sites: yelp, amazon
Do you have case studies and testimonials? User manuals? A well-formed email response to a query you're always getting? Your 'elevator speech' or text from 'can we grab a quick coffee so you can help me with x, y and z?' Do you have other content that could be useful for repurposing into helpful content?
Tell us about your competitors. Who else is competing for the attention of your ideal customer and what are they doing that you think is working?
What does success look like?
If we were to be celebrating a successful content strategy in 12 months time, what would look like? How many site visitors? How many leads? How many sales? Be as descriptive as you possibly can.
Time frame and content
What is your time frame? Lead Generation takes time and commitment, but it's essential to have a timeframe in mind.
Anything else you'd like to add?
Name
First Last
Email

Lead Generation Worksheet

Business snapshot

Please list the top (5) business needs a lead generation strategy would help you with.

Who are we doing this for?

Content

What does success look like?

Time frame and content

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