This document discusses tactics for lead generation and qualification. It begins by emphasizing the importance of modeling goals from revenue and customer acquisition targets. It then covers budgeting and planning activities while considering goals, staffing appropriately for qualification, and measuring success. Key points include defining marketing qualified leads (MQLs) versus sales accepted leads (SALs), modeling lead generation capacity, and qualifying leads based on criteria like budget, authority, need, time, and competition.
2. Agenda
• Modeling Backward from your
Revenue/Customer Acquisition Goals
• Budgeting & Planning with Goals in Mind
• Staffing for Qualification Activities
• Qualifying
• Measuring
3. Modeling from Goals
• Marketing needs goals that are
tied to revenue
• Start with the end in mind
• Build a model from goals
• Determine allocation &
ownership
10. Sample Persona
Matt Marketer
– Head of Digital
– 35-45 years old
– What keeps him up at night?
• Exceeding goals & managing spend
• Out-marketing the competition
• Making an impression professionally
– Technology profile
• Digital Immigrant
• Technophile
– Personal attributes
• Ambitious
• Calculated risk taker
– Where he gets info from
• Tech Blogs
• Twitter
• Peer recommendations – in and outside
his vertical
11. How many BDRs do I need?
• BDR critical lynchpin between
marketing and sales
• Underrated role
• Modeling capacity
12. Qualification
• B – Budget
• A – Authority
• N – Need
• T – Time
• C – Competition
Marketing needs goals that are tied to revenue
Helps bind together sales & marketing
Helps reinforce smart decision making around spend
Demands analysis and fact checking
Start with the end in mind
Bookings $
Revenue $
# new customers
Build a model from goals
Be explicit about how leads are created within the organization and who’s responsible for them
Acknowledges three sources of leads – marketing, teleprospecting, sales.
Great for sophisticate organizations, difficult place to start – but the key takeaway here is that you should have an explicit conversation with sales about who’s responsible for what parts of the lead funnel.
I’ve been in organizations where it’s been all marketing, % marketin & % sales, and also undefined. In the latter it’s messy! In the all marketing scenario – you really need a good reliable lead driver – like a free trial or free product – to make sure you’ve got a consistent inflow of leads – as sales will wait for new leads to land on their desk. (Different kind of sales guy needed there too..)
The % works well when the sales process is less transactional, and sales people can leverage their contacts, relationships, and hunting skills to kgenerate leads for themselves.
BDR critical lynchpin between marketing and sales
Underrated role
Skills to create rapport & extract information
It’s a profession, not necessarily a stepping stone into sales
Gain critical insight about the market, competition, product fit, etc.
Modeling capacity
Define scope – how far down the funnel are they responsible for
What capacity is reasonable based on complexity of solution/market etc.
Define SLA for hand off
BANT-C completion
Deal demographics (does it match target personas or segments)