In general, most of the leads are not leveraged properly resulting in huge marketing program dollars loss. This template is about optimizing lead scoring mechanism by assessing leads based on their fit, demographics, behaviors, buying tendency. Leads to be qualified, prioritized and scores assigned to leads help sales representatives in focusing on leads with highest scores as it helps in improving sales effectiveness. Marketing team will collect leads and their crucial information through various promotional events and website registrations. The information comprises of lead s demographics and behavioral. The team will analyze the information and assign scores associated to leads. It will implement two types of scoring model explicit and implicit scoring model. Explicit scoring comprises of information which prospect shares directly in the form of job title, name, company name, contact information, etc. Implicit scoring comprises of information that team will observe and infer about lead in the form of online behaviors associated to lead. With the help of lead scoring model, firm will be able to deliver value to their leads and will help in identifying different types of leads and emphasis on them through different mechanisms. The model helps in understanding the conversion chances. It helps in identifying qualified leads that are ready to engage with salesforce team, leads that are to be nurtured and rest leads that needed to be disqualified. https://bit.ly/3bG4cOs
2. 2
Agenda for Lead
Scoring Model
Add text here
Add text here
The purpose is to optimize lead scoring mechanism based on their fit,
demographics, behaviors, buy tendency, etc. by implementing explicit and
implicit lead scoring modelling with lead point system
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3. Table of
Contents
3
› Information Gathering
• What Kind of Information is Vital for Lead
Scoring?
• Gathering Information for Lead Qualifying
Process
› Lead Scoring and Content Marketing
› Explicit Lead Score Modeling
• Analyzing Explicit Lead Information
• Developing Demographic Scoring
• Implementing Explicit Scoring Model
› Implicit Lead Score Modeling
• Developing Behavioral Scoring
• Implementing Implicit Scoring Model
• Implicit - Active vs Latent Lead Buying
Behavior
› Lead Scoring Criteria for Implicit Explicit and
Negative Attributes
How to Improve Lead Scoring Process?
› Implementing Lead Point System to Determine Sales
Readiness
› Predictive Analytics to Assess Lead Scoring
› Revenue Cycle Management
• Lead Lifecycle Management
• Leads Scores Labeling Based on Sales Action
Optimizing Lead Scoring Mechanism
› Essential Marketing Activities in Sales Funnel
› Tracking Lead Performing Activities on Various
Campaigns
› Scoring Lead Activities on Various Campaigns
Lead Activities Tracking
› Lead Scoring on Return on Investment
› Reduction in Sales Cycle Duration
› Increase in Sales Productivity
› Predictive Mapping to Increase Representative Efforts
Impact Analysis
Selecting Suitable Automated Lead
Scoring Software
Lead Scoring Dashboard
› What Concerns Firm is Facing Regarding Lead
Scoring?
› Current Lead Scoring with Respect to Several
Marketing Channels
› Present Performance Delivery Gap
Current Scenario01
02
03
04
05
06
07
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4. Table of
Contents
4This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
› Information Gathering
• What Kind of Information is Vital for Lead
Scoring?
• Gathering Information for Lead Qualifying
Process
› Lead Scoring and Content Marketing
› Explicit Lead Score Modeling
• Analyzing Explicit Lead Information
• Developing Demographic Scoring
• Implementing Explicit Scoring Model
› Implicit Lead Score Modeling
• Developing Behavioral Scoring
• Implementing Implicit Scoring Model
• Implicit - Active vs Latent Lead Buying
Behavior
› Lead Scoring Criteria for Implicit Explicit and
Negative Attributes
How to Improve Lead Scoring Process?
› Implementing Lead Point System to Determine Sales
Readiness
› Predictive Analytics to Assess Lead Scoring
› Revenue Cycle Management
• Lead Lifecycle Management
• Leads Scores Labeling Based on Sales Action
Optimizing Lead Scoring Mechanism
› Essential Marketing Activities in Sales Funnel
› Tracking Lead Performing Activities on Various
Campaigns
› Scoring Lead Activities on Various Campaigns
Lead Activities Tracking
› Lead Scoring on Return on Investment
› Reduction in Sales Cycle Duration
› Increase in Sales Productivity
› Predictive Mapping to Increase Representative Efforts
Impact Analysis
Selecting Suitable Automated Lead
Scoring Software
Lead Scoring Dashboard
› What Concerns Firm is Facing Regarding Lead
Scoring?
› Current Lead Scoring with Respect to Several
Marketing Channels
› Present Performance Delivery Gap
Current Scenario01
02
03
04
05
06
07
5. What Concerns Firm is facing regarding Lead Scoring?
5
This slide provides information regarding the key concerns that have raised in context to lead scoring, as firm’s lead management system is not updated, so firm is facing issues regarding the lead nurturing process ultimately
leading to increase in number of unsubscribes.
Improving Lead Management Systems
› Firm needs to improve the lead nurturing mechanism
› It should take initiative in improving lead scoring system
› Add text here
› Add text here
High Customer Churn Rate (increase in negative behaviors)
› The number of unsubscribers also increase with increase in customer
base. The number of churners had increased from 50,000 (in Q4) as
compared to 25,000 (in Q1)
› Add text here
› Add text here
Long Sales Cycles
› Ineffective nurturing process as firm is not using predictive analytics which is
essential in tracking lead behavior to maintain their interest in firm’s offerings
› Misalignment in sales and marketing department leads to decrease in lead velocity
› Add text here
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6. Current Lead Scoring with respect to several Marketing Channels
This slide provides information regarding lead scoring that firm provides to its prospects based on their activities on various marketing platforms.
6
Performance
Metrics
Value of Leads
(1 – Less important
2 – No change is
important
3 – More important)
% of
Total Leads
Total
Score
SEO 3 15% 0.45
Email 2 18% 0.36
PPC
Webinars
Blogs
Social Media
Whitepapers
Total 100% XXXX
Lead Generation
SEO
Email
PPC
Webinars
Blogs
Social Media
Whitepapers
15%
18%
12%
15%
16%
17%
7%
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7. Present Performance Delivery Gap
7
This slide provides information regarding the present delivery gap that firm is facing in terms of its performance as compared to the industry standards. The firm’s performance is assessed on metrics such as response rate,
forecast accuracy, lead qualification rate, etc.
35%
37%
27%
35%
30%
29%
15%
22%
26%
14%
19%
22%
21%
7%
Performance Metrics
Industry Benchmark Own Firm
Marketing
Effectiveness
Response Rate Forecast
Accuracy
Lead Qualification
Rate
Pipeline
Thickness
Sales
Effectiveness
Lead Conversion
Rate
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8. Table of
Contents
8This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
› Information Gathering
• What Kind of Information is Vital for Lead
Scoring?
• Gathering Information for Lead Qualifying
Process
› Lead Scoring and Content Marketing
› Explicit Lead Score Modeling
• Analyzing Explicit Lead Information
• Developing Demographic Scoring
• Implementing Explicit Scoring Model
› Implicit Lead Score Modeling
• Developing Behavioral Scoring
• Implementing Implicit Scoring Model
• Implicit - Active vs Latent Lead Buying
Behavior
› Lead Scoring Criteria for Implicit Explicit and
Negative Attributes
How to Improve Lead Scoring Process?
› Implementing Lead Point System to Determine Sales
Readiness
› Predictive Analytics to Assess Lead Scoring
› Revenue Cycle Management
• Lead Lifecycle Management
• Leads Scores Labeling Based on Sales Action
Optimizing Lead Scoring Mechanism
› Essential Marketing Activities in Sales Funnel
› Tracking Lead Performing Activities on Various
Campaigns
› Scoring Lead Activities on Various Campaigns
Lead Activities Tracking
› Lead Scoring on Return on Investment
› Reduction in Sales Cycle Duration
› Increase in Sales Productivity
› Predictive Mapping to Increase Representative Efforts
Impact Analysis
Selecting Suitable Automated Lead
Scoring Software
Lead Scoring Dashboard
› What Concerns Firm is Facing Regarding Lead
Scoring?
› Current Lead Scoring with Respect to Several
Marketing Channels
› Present Performance Delivery Gap
Current Scenario01
02
03
04
05
06
07
9. What kind of information is vital for Lead Scoring?
Essential information is to be collected from lead in order to determine their status in sales funnel. It is essential for sales representative to keep track information such as demographic, target firm info, social engagement info,
email engagement, etc.
9
Behavioral Information
› Help in assessing lead’s interest in
product offering
› Information source –
• Forms
• Frequency and type of page visits
For ex – Negative score to lead for not
visiting page often
Spam Detection
› Allocating lower score to leads
categorize as spam
› Eliminating leads that never turn into
prospect
› Add text here
› Add text here
› Information regarding –
• Age
• Gender
• Job Position
• Country
› Data collected on landing page
› Removing irrelevant leads
For ex – Negative score to leads who fall
outside the country you cater
Demographic Information
Email Engagement Information
› Information collected through
indicators –
• Open rates
• Click through rates
Target Company Information
› Information regarding –
• Company size
• Industry
• Type
› Determines which firm to sell by lead
evaluation, rating and eliminating
Social Engagement Information
› Aids in lead scoring by assessing
engagement over social media platforms
in terms of
• Likes
• Shares
• Followers
• Comments
For ex – Positive score for high customer
engagement
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10. Gathering information for Lead Qualifying Process
The firm will generate lead crucial information through webinar by collecting the relevant data from prospective leads such as job title, phone number, name, email address, etc.
10
Webinar – XYZ
Are you looking to select a new CMS?
Please select a Timeframe
Project Timeframe
Last Name
Job Title Phone Number
First Name
Email Company Name
First and Last Name – provide basic information about lead
Email – will help firm in communicating with prospect through email marketing campaign
Company Name – provide information about prospect’s business and business and
how he can benefit from firm’s offerings
Job Title – determine target’s role in their business as different brand stakeholder have
different perspective towards firm’s offerings
Phone Number – helps in reaching out to leads for open conversation
Specific Question – Helps in lead assessment
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11. Lead Scoring and Content Marketing
11
Lead scoring plays vital role in boosting the power of content marketing by converting random actions into well defined sales buying patterns. The purpose of content marketing is to promote firm’s offerings through content
creation and sharing.
Content More Point Attribution Less Point Attribution
Demo Watching demo Demo web page view
eBook Clicking link from inside notebook eBook downloaded
Widget Attaching widget on lead’s website Widget interaction
Email Email forwarding to friend Opening email
Webinar Watching webinar Webinar registration
Add Text Here Add text here Add text here
Add Text Here Add text here Add text here
Articles
Videos
Blog Posts
Online Courses
Press Releases
Case Studies
Books
Add Text Here
Images
Add Text Here
Content that can be used in lead scoring
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12. Table of
Contents
12This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
› Information Gathering
• What Kind of Information is Vital for Lead
Scoring?
• Gathering Information for Lead Qualifying
Process
› Lead Scoring and Content Marketing
› Explicit Lead Score Modeling
• Analyzing Explicit Lead Information
• Developing Demographic Scoring
• Implementing Explicit Scoring Model
› Implicit Lead Score Modeling
• Developing Behavioral Scoring
• Implementing Implicit Scoring Model
• Implicit - Active vs Latent Lead Buying
Behavior
› Lead Scoring Criteria for Implicit Explicit and
Negative Attributes
How to Improve Lead Scoring Process?
› Implementing Lead Point System to Determine Sales
Readiness
› Predictive Analytics to Assess Lead Scoring
› Revenue Cycle Management
• Lead Lifecycle Management
• Leads Scores Labeling Based on Sales Action
Optimizing Lead Scoring Mechanism
› Essential Marketing Activities in Sales Funnel
› Tracking Lead Performing Activities on Various
Campaigns
› Scoring Lead Activities on Various Campaigns
Lead Activities Tracking
› Lead Scoring on Return on Investment
› Reduction in Sales Cycle Duration
› Increase in Sales Productivity
› Predictive Mapping to Increase Representative Efforts
Impact Analysis
Selecting Suitable Automated Lead
Scoring Software
Lead Scoring Dashboard
› What Concerns Firm is Facing Regarding Lead
Scoring?
› Current Lead Scoring with Respect to Several
Marketing Channels
› Present Performance Delivery Gap
Current Scenario01
02
03
04
05
06
07
13. Analyzing Explicit Lead Information
Budget, Authority, Need, Timeframe are considered as essential attributes to analyze sales readiness. It comprises of information that prospect shares with firm.
13
› Determine lead’s industry ability to afford
products/services
› Determine whether lead is ready to spend
on services
› Job title of the sales contacts plays important
role
› Determine whether lead has power to decide
final word of agreement or not
› Assess whether the product satisfies
lead needs
› Determine marketing automation helps
in solving the issue
› Time taken by lead to make purchase
after contacting to salesperson
› Add text here
04
01
03
02
Budget
Authority
Need
Timeframe
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14. Analyzing Explicit Lead Information
14
Budget, Authority, Need, Timeframe are considered as essential attributes to analyze sales readiness. It comprises of information that prospect shares with firm.
Budget
› Determine lead’s industry
ability to afford
products/services
› Determine whether lead is
ready to spend on services
Authority
› Job title of the sales contacts
plays important role
› Determine whether lead has
power to decide final word of
agreement or not
Need
› Assess whether the product
satisfies lead needs
› Determine marketing
automation helps in solving
the issue
Timeframe
› Time taken by lead to
make purchase after
contacting to salesperson
› Add text here
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15. Most points (+20)
Second most points (+15)
Negative points (-5)
B2B
B2C
Non- Profit
Most points (+20)
Second most points (+15)
Negative points (-5)
Vice President
Director
Manager
Most points (+20)
Second most points (+15)
Negative points (-5)
>999
499 – 999
250-499
Job Security
Employee
Company Type
Developing Demographic Scoring
15
This slide depicts information regarding explicit scoring model which provides scoring based on leads shared or observable information which is collected through online form or registration process. It comprises of information
such as job title, company revenue, location, etc.
Parameters Lead Score
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16. Implementing Explicit Scoring Model
This slide depicts information regarding explicit scoring model which provides scoring based on leads shared or observable information which is collected through online form or registration process. It comprises of information
such as job title, company revenue, location, etc.
16
Attribute Value Lead Scoring
Crucial (21 -30 points)
Job title Vice President +27
Industry High tech industry, Financial +22
Company revenue More than 500 million +24
Purchase authority Decision Maker +28
Add text here XXXXX XX
Important ( 11-20 points)
Product offerings Add text here +18
Company revenue 100 – 499 million +14
Timeline Identified, less than 6 months +12
Add text here XXXXX XX
Influencing ( 1-10 points)
Location US +8
Timeline Identified, more than 6 months to 12 months +9
Add text here Add text here +12
Negative
Industry Services -15
Job title Student -10
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17. Table of
Contents
17This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
› Information Gathering
• What Kind of Information is Vital for Lead
Scoring?
• Gathering Information for Lead Qualifying
Process
› Lead Scoring and Content Marketing
› Explicit Lead Score Modeling
• Analyzing Explicit Lead Information
• Developing Demographic Scoring
• Implementing Explicit Scoring Model
› Implicit Lead Score Modeling
• Developing Behavioral Scoring
• Implementing Implicit Scoring Model
• Implicit - Active vs Latent Lead Buying
Behavior
› Lead Scoring Criteria for Implicit Explicit and
Negative Attributes
How to Improve Lead Scoring Process?
› Implementing Lead Point System to Determine Sales
Readiness
› Predictive Analytics to Assess Lead Scoring
› Revenue Cycle Management
• Lead Lifecycle Management
• Leads Scores Labeling Based on Sales Action
Optimizing Lead Scoring Mechanism
› Essential Marketing Activities in Sales Funnel
› Tracking Lead Performing Activities on Various
Campaigns
› Scoring Lead Activities on Various Campaigns
Lead Activities Tracking
› Lead Scoring on Return on Investment
› Reduction in Sales Cycle Duration
› Increase in Sales Productivity
› Predictive Mapping to Increase Representative Efforts
Impact Analysis
Selecting Suitable Automated Lead
Scoring Software
Lead Scoring Dashboard
› What Concerns Firm is Facing Regarding Lead
Scoring?
› Current Lead Scoring with Respect to Several
Marketing Channels
› Present Performance Delivery Gap
Current Scenario01
02
03
04
05
06
07
18. Developing Behavioral Scoring
18
This slide depicts information regarding implicit scoring model which provides scoring based on leads behaviors on various marketing channels such as page visits, email opened, etc.
Behavior Lead Score
Website
Request a demo Important factor(+20)
Price page visit Influencing factor(+10)
Career page visit Negative points (-5)
Email
Email opened Important factor(+30)
Email forwarded Influencing factor(+20)
Unsubscribed Negative points (-5)
Webinar
Webinar registration Influencing factor(+20)
Webinar attended Important factor(+40)
Add text here Negative points (-5)
Content
White paper download Important factor(+20)
Add text here Influencing factor(+10)
Add text here Negative points (-5)
MarketingChannel
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19. Implementing Implicit Scoring Model
19
This slide depicts information regarding implicit scoring model which provides scoring based on leads behaviors such as reviews, buyer guides downloads, web, pricing page views, etc.
Attribute Lead Scoring
Crucial(21-30 points)
Download reviews +27
Pricing page views +22
Timeline < 6 months +24
Add text here XX
Important(11-20 points)
High web engagement activity +18
Download buyers' guides +14
Add text here XX
Influencing(1-10 points)
Watches videos +8
Web page visit +9
Add text here XX
Negative
Unsubscribe email -15
Negative social media content -10
Career page visits -5
Add text here XX
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20. Implicit - Active vs Latent Lead Buying Behavior
20
This slide depicts information regarding implicit scoring model based on distinguishing buying behavior active or latent buying behavior. Active buying behavior is considered as hot leads depicting their sales readiness and high
interest while latent buying behavior concludes lower engagement activity.
Attribute Value Lead Scoring
Latent – Lead 1
Last week Email link checked 5
Last month Webinar attended 5
2 months ago Viewed web pages 4
3 months ago White paper download 4
4 months ago Registered for webinar 5
4 months ago Add text here 8
5 months ago Add text here 2
5 months ago Add text here 5
6 months ago Add text here 4
Total 42
Attribute Value Lead Scoring
Active – Lead 2
Today Sample RFP downloaded 8
Yesterday Demo watched 12
3 days Pricing page visit 10
5 days ago Add text here 6
10 days ago Add text here 6
Total 42
Highlight – It is to be noted that active prospect attain the same score in fewer activities as compared to latent prospect.
LatentBuyingBehavior
ActiveBuyingBehavior
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21. Implicit - Active vs Latent Lead Buying Behavior
This slide depicts information regarding implicit scoring model based on distinguishing buying behavior active or latent buying behavior. Active buying behavior is considered as hot leads depicting their sales readiness and high
interest while latent buying behavior concludes lower engagement activity.
21
Attribute Value Lead Scoring
Latent – Lead 1
Last week Email link checked 5
Last month Webinar attended 5
2 months ago Viewed web pages 4
3 months ago White paper download 4
4 months ago Registered for webinar 5
4 months ago Add text here 8
5 months ago Add text here 2
5 months ago Add text here 5
6 months ago Add text here 4
Total 42
Highlight – It is to be noted that active prospect attain the same score in fewer activities as compared to latent prospect.
Attribute Value Lead Scoring
Active – Lead 2
Today Sample RFP downloaded 8
Yesterday Demo watched 12
3 days Pricing page visit 10
5 days ago Add text here 6
10 days ago Add text here 6
Total 42
Latent Buying Behavior Active Buying Behavior
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22. Table of
Contents
22This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
› Information Gathering
• What Kind of Information is Vital for Lead
Scoring?
• Gathering Information for Lead Qualifying
Process
› Lead Scoring and Content Marketing
› Explicit Lead Score Modeling
• Analyzing Explicit Lead Information
• Developing Demographic Scoring
• Implementing Explicit Scoring Model
› Implicit Lead Score Modeling
• Developing Behavioral Scoring
• Implementing Implicit Scoring Model
• Implicit - Active vs Latent Lead Buying
Behavior
› Lead Scoring Criteria for Implicit Explicit and
Negative Attributes
How to Improve Lead Scoring Process?
› Implementing Lead Point System to Determine Sales
Readiness
› Predictive Analytics to Assess Lead Scoring
› Revenue Cycle Management
• Lead Lifecycle Management
• Leads Scores Labeling Based on Sales Action
Optimizing Lead Scoring Mechanism
› Essential Marketing Activities in Sales Funnel
› Tracking Lead Performing Activities on Various
Campaigns
› Scoring Lead Activities on Various Campaigns
Lead Activities Tracking
› Lead Scoring on Return on Investment
› Reduction in Sales Cycle Duration
› Increase in Sales Productivity
› Predictive Mapping to Increase Representative Efforts
Impact Analysis
Selecting Suitable Automated Lead
Scoring Software
Lead Scoring Dashboard
› What Concerns Firm is Facing Regarding Lead
Scoring?
› Current Lead Scoring with Respect to Several
Marketing Channels
› Present Performance Delivery Gap
Current Scenario01
02
03
04
05
06
07
23. Lead Scoring Criteria for Implicit Explicit and Negative Attributes
23
This slide provides information regarding how leads are scored with positive and negative scoring based on explicit, implicit and negative attributes.
Explicit – Demographic Data Score
Job title +7
Industry +8
Firm revenue +4
Location +5
Purchase authority +15
Implicit – Engagement Data Score
Email open +5
Watch video +20
Email link click +8
Web page visit +15
Add text here +9
Add text here +4
Total 100
Negative attributes Score
Un subscription -50
Student -25
Career page visits -15
Add text here -10
Add text here -5
Note – Lead with minimum score of +75 is considered as Marketing Qualified Lead (MQL)
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24. Table of
Contents
24This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
› Information Gathering
• What Kind of Information is Vital for Lead
Scoring?
• Gathering Information for Lead Qualifying
Process
› Lead Scoring and Content Marketing
› Explicit Lead Score Modeling
• Analyzing Explicit Lead Information
• Developing Demographic Scoring
• Implementing Explicit Scoring Model
› Implicit Lead Score Modeling
• Developing Behavioral Scoring
• Implementing Implicit Scoring Model
• Implicit - Active vs Latent Lead Buying
Behavior
› Lead Scoring Criteria for Implicit Explicit and
Negative Attributes
How to Improve Lead Scoring Process?
› Implementing Lead Point System to Determine Sales
Readiness
› Predictive Analytics to Assess Lead Scoring
› Revenue Cycle Management
• Lead Lifecycle Management
• Leads Scores Labeling Based on Sales Action
Optimizing Lead Scoring Mechanism
› Essential Marketing Activities in Sales Funnel
› Tracking Lead Performing Activities on Various
Campaigns
› Scoring Lead Activities on Various Campaigns
Lead Activities Tracking
› Lead Scoring on Return on Investment
› Reduction in Sales Cycle Duration
› Increase in Sales Productivity
› Predictive Mapping to Increase Representative Efforts
Impact Analysis
Selecting Suitable Automated Lead
Scoring Software
Lead Scoring Dashboard
› What Concerns Firm is Facing Regarding Lead
Scoring?
› Current Lead Scoring with Respect to Several
Marketing Channels
› Present Performance Delivery Gap
Current Scenario01
02
03
04
05
06
07
25. Implementing Lead Point System to Determine Sales Readiness (1/2)
The sales and marketing department will assess which leads are to be forwarded to sales and rest leads will stay in lead nurturing process. The leads are placed on chart based on behavioral and demographic scoring.
25
>50 26- 50 0-25 0
1 2 3 4
>50 A Lead 3
26-50 B Lead 1
0-25 C Lead 2
0 D Lead 4
Behavioral Score (Engagement Criteria)
DemographicScore(ProfileCriteria)
*MQL – Marketing
Qualified Leads
MQL
Re – nurture
Priority Increases
PriorityIncreases
› Most qualified lead – Lead scoring A1 will fit buyer profile perfectly with
highest level of engagement.
› Least qualified lead – Lead scoring D4 will do not match profile and have
no interest.
Scores Assigned to Leads
Lead 1 – B2
Lead 2 – C1
Lead 3 – A3
Lead 4 – D4
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26. Implementing Lead Point System to Determine Sales Readiness (2/2)
This slide provides information regarding the lead scoring software the firm will use which caters to predictive analytics technology which will help in improving revenues and optimizing experience of buyer as well as salesperson.
26
Implicit – Engagement Level
A Explicit – Customer Profile Fit
1
Category Ranking Weighting
Need 1 30%
Job Role 1 30%
Industry 2 25%
Add text here 3A 15%
100%
Profile Fit Rating
>75% A
50 – 75% B
25 – 50% C
<25% D
Score Description Follow Up Action
A4 Right prospect with no interest
Priority with specific “why now”
messaging
B1 Good fit with keen interest
Immediate follow up Send to sales
queue
C1
Not ideal prospect but keen
interested
Customer nurture
D4 Wrong fit with no interest Request fulfillment Segment out
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27. Predictive Analytics to Assess Lead Scoring
This slide provides information regarding the lead scoring software the firm will use which caters to predictive analytics technology which will help in improving revenues and optimizing experience of buyer as well as salesperson.
27
Score
93
31.2%
Demographic
› Gender
› Age
› Region
› Add text here
› Stock data
› Zodiac
› Holiday
› Add text here
19.4%
Histographic
› Weather
› Location
› Add text here
3.1%
Geographic
› Ambition
› Openness
› Add text here
18.3%
Psychographic
› Revenue
› Industry
› Add text here
24.9%
Firmographic
Effectively sorts useful signals from customers
exhibiting about their buying behaviours and habits
The lead scoring software will utilize predictions
which will help sales representatives in
Who to contact
When to call
What to say
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28. Lead Lifecycle Management
It is essential to determine overall revenue cycle initiating from demand generation and ending at closed deal. It helps in keeping track of sales accepted leads, leads that are recycled, and service level agreements.
28
Actions Taken Lead 1 Lead 2 Lead 3 Lead 4
Email Nurturing
Lead promotion
Lead recycling
Add text here
Add text here
Anonymous Names
Lead
Leads
Scoring
Opportunity Won
Recycled
Lead Scoring Lead Scoring
Lead Scoring
Sales Accepted Leads (SALs)
Salesperson decide whether to
promote lead to opportunity or recycle
back to marketing
Keep track of sales accepted leads
(SALs), recycled leads and service level
agreements(SLAs)
Revenue Cycle Management
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29. Lead Lifecycle Management contd…
29
This slide portrays information regarding leads that are recycled and how their score are altered. It also provides information regarding the service level agreements that are developed in order to being consensus between sales
and marketing team.
Leads Recycling
Service Level Agreement
Establishing time limit for
task completion
Alignment of marketing’s
incentives with sales manager’s
prompt follow ups leading to
more deals
Relative score allotted in
context to maximum score
attained before recycling
Add text here Add text here Add text here
Scores will be pushed
back to zero
Relative score allotted in
context to maximum score
attained before recycling
Determining Lead Follow up SLAs – Sales
tracking of following up newly assigned
score leads and prioritization
Add text hereAdd text here
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30. Leads Scores Labeling based on Sales Action
This slide portrays information regarding the labeling system that firm use to address various leads based on their sales actions. Sales representatives will determine whether the lead is sales – ready using visual cues by
addressing lead’s key behaviors.
30
Lead Account Last Interesting Moment Status Header Engagement
Lilly Thompson Zthes Enterprise Web: Searched for “Marketo Pricing” 2 days ago Lead
Jacob Ezequiel Flxote Inc. Web: Visited the pricing page 1 week ago Needs Analysis
Donita Chen Eble Systems Milestone: Watched YouTube video Yesterday Contacted
Tannie Roberts Marketo Web: Requested a free sample 2 days ago Open – Not Contacted
Roland Childes Simonich Family Web: Visited the pricing page 3 days ago Negotiation/Review
Aliyah Mendez Dbax Limited Web: Searched for “Marketo Pricing” 5 days ago Contacted
Lance Dawson Qleval Inc.
Web: Registered for Roadshow event in Montpellier
4 days ago
Prospecting
Jason Muller Bsize Associates Web: Visited the pricing page. 4 days ago Qualified/1st Demo Done
Hot Leads
SQL
MQL score +25
MQL
Lead score +25
Lead
# of offers (prospect)
100 75 50 10
Prospect
Urgency determines how quick lead’s score has increased
Note
Grading system or visual cues such stars or flames are used
Stars represents Score quality
Flames addresses Urgency
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31. Table of
Contents
31This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
› Information Gathering
• What Kind of Information is Vital for Lead
Scoring?
• Gathering Information for Lead Qualifying
Process
› Lead Scoring and Content Marketing
› Explicit Lead Score Modeling
• Analyzing Explicit Lead Information
• Developing Demographic Scoring
• Implementing Explicit Scoring Model
› Implicit Lead Score Modeling
• Developing Behavioral Scoring
• Implementing Implicit Scoring Model
• Implicit - Active vs Latent Lead Buying
Behavior
› Lead Scoring Criteria for Implicit Explicit and
Negative Attributes
How to Improve Lead Scoring Process?
› Implementing Lead Point System to Determine Sales
Readiness
› Predictive Analytics to Assess Lead Scoring
› Revenue Cycle Management
• Lead Lifecycle Management
• Leads Scores Labeling Based on Sales Action
Optimizing Lead Scoring Mechanism
› Essential Marketing Activities in Sales Funnel
› Tracking Lead Performing Activities on Various
Campaigns
› Scoring Lead Activities on Various Campaigns
Lead Activities Tracking
› Lead Scoring on Return on Investment
› Reduction in Sales Cycle Duration
› Increase in Sales Productivity
› Predictive Mapping to Increase Representative Efforts
Impact Analysis
Selecting Suitable Automated Lead
Scoring Software
Lead Scoring Dashboard
› What Concerns Firm is Facing Regarding Lead
Scoring?
› Current Lead Scoring with Respect to Several
Marketing Channels
› Present Performance Delivery Gap
Current Scenario01
02
03
04
05
06
07
32. Essential Marketing Activities in Sales Funnel
This slide provides information regarding how lead is nurtured in sales funnel through various marketing activities such as email, drip campaigns, webinars, social media, etc.
32
Send Email 1A Send Email 1B Send Email 1c
3 Days 7 Days
Send
Email 2A
Send
Email 2B
Send
Email 2c
3 Days 7 Days
Send
Email 3A
Send
Email 3B
Send
Email 3c
3 Days 7 Days
SALES
HAND OFF
Add List #1
Filled Out Form #1
Add List #2
Filled Out Form #2
Add List #3
Filled Out Form #3
Lead nurturing through direct
email(opt – in offer), SEO, webinar,
social media
TOFU
Top of the Funnel
Drip campaign using email autoresponder,
newsletters, webinar, whitepapers, social
media
MOFU
Middle of the Funnel
Human replies – email clicked and
opened, trials and demonstrations
BOFU
Bottom of the Funnel
Instant
Instant
Instant
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33. Tracking Lead Performing Activities on Various Campaigns
This slide provides information regarding key activities that are performed by lead on various campaign. The activities comprises of multiple, unique open, click, tell a friend, etc.
33
Activities Description Campaign 1 Campaign 2 Campaign 3 Campaign 4 Campaign 5
Multiple open
Open campaign
multiple times
Unique open
Open campaign just
once
Multiple click
Attached links clicked
multiple times
Unique click
Attached links clicked
once
Tell – a – friend
Referring friends to
website
opt - in Website subscription
Multiple reply
Email campaigns
replied multiple times
Unique reply
Email campaigns
replied
Positive reply
Productive reply to
email campaigns
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34. Scoring Lead Activities on Various Campaigns
This slide provides information regarding scoring of various campaign activities that lead will perform. The scoring associated to specific activity can be altered based on the priority associated to each activity.
34
Activities Score 1 2 3 4 5
Multiple open 40 +40 +40 +40
Unique open 20 +20 +20
Multiple click 45 +45 +45
Unique click 25 +25 +25 +25
Tell – a – friend 45 +45 +45 +45
Opt - in 30 +30 +30 +30 +30
Multiple reply 45 +45 +45
Unique reply 20 +20 +20 +25
Positive reply 30 +30 +30 +30 +30
Total
Campaign Score
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35. Table of
Contents
35This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
› Information Gathering
• What Kind of Information is Vital for Lead
Scoring?
• Gathering Information for Lead Qualifying
Process
› Lead Scoring and Content Marketing
› Explicit Lead Score Modeling
• Analyzing Explicit Lead Information
• Developing Demographic Scoring
• Implementing Explicit Scoring Model
› Implicit Lead Score Modeling
• Developing Behavioral Scoring
• Implementing Implicit Scoring Model
• Implicit - Active vs Latent Lead Buying
Behavior
› Lead Scoring Criteria for Implicit Explicit and
Negative Attributes
How to Improve Lead Scoring Process?
› Implementing Lead Point System to Determine Sales
Readiness
› Predictive Analytics to Assess Lead Scoring
› Revenue Cycle Management
• Lead Lifecycle Management
• Leads Scores Labeling Based on Sales Action
Optimizing Lead Scoring Mechanism
› Essential Marketing Activities in Sales Funnel
› Tracking Lead Performing Activities on Various
Campaigns
› Scoring Lead Activities on Various Campaigns
Lead Activities Tracking
› Lead Scoring on Return on Investment
› Reduction in Sales Cycle Duration
› Increase in Sales Productivity
› Predictive Mapping to Increase Representative Efforts
Impact Analysis
Selecting Suitable Automated Lead
Scoring Software
Lead Scoring Dashboard
› What Concerns Firm is Facing Regarding Lead
Scoring?
› Current Lead Scoring with Respect to Several
Marketing Channels
› Present Performance Delivery Gap
Current Scenario01
02
03
04
05
06
07
36. Impact Analysis - Lead Scoring on Return on Investment
After successful implementation of effective lead scoring mechanism, the lead prioritization results helps sales representatives in addressing more profitable leads at right time. It improves number leads converted to opportunities;
revenue generated per deal, etc.
36
Leads sent to sales
Opportunity win rate
Revenue per deal
Revenues generated
Number of sales
representatives
Revenue per sales
representative
Add text here
Add text here
Metric
Before lead scoring (Before 6 months) After implementing lead scoring (After 6 months)
1,500 1,000
30% 50%
$75,000 $125,000
$35MM $50MM
75 95
XXXXX XXXXX
XXXXX XXXXX
XXXXX XXXXX
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37. Impact Analysis - Reduction in Sales Cycle Duration
The successful optimization of effective lead scoring mechanism results in improving sales cycle duration. The sales cycle initiates when the lead become sales ready until they purchase the product. This slide depict sales cycle
from lead generation to sales conversion.
37
Before Implementation
Longer Sales Duration Cycle from Lead
Generation to Sales Conversion
After Implementation
Shorter Sales Duration Cycle from Lead
Generation to Sales Conversion
1 Month
2 Months
3 Months
6 Months
9 Months
12 Months
More than 12 Months
15%
18%
12%
15%
16%
17%
7%
1 Month
2 Months
3 Months
6 Months
9 Months
12 Months
More than 12 Months
15%
18%
12%
15%
16%
17%
7%
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38. Last
Week
BehaviorLead Total Comments
Impact Analysis - Increase in Sales Productivity
Optimizing lead scoring model results in improving sales productivity. It depicts the number of outbound calls, demos, prospects visits, etc.
38
Vice President Clicked +5 +50 Add Text Here
Team Leader Downloaded +8 +72 Add Text Here
Sales Manager Visited +5 +45 Add Text Here
Chief Financial Officer Opened +10 +65 Add Text Here
Procurement Unsubscribed -25 0 Add Text Here
Chief Information Officer Pricing +30 +85 Add Text Here
Chief Executive Officer Contact +20 +55 Add Text Here
Add Text Here Add Text Here Add Text Here Add Text Here Add Text Here
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39. Impact Analysis – Predictive Mapping to Increase Representative Efforts
This slide portrays information regarding the ability to prioritize sales representatives’ call lists in real time, workflow will collaborate with increased representative efforts to improve close rates and ultimately increase sales
revenues.
39
Close Rate Rep Effort
Best
Prospects
Worst
Prospects
CloseRate
Best
Prospects
Worst
Prospects
CloseRate
Close Rate Rep Effort Increased Rep Effort
Likelihood to Close
Likelihood to Contact
Firm will perform analytical predictions regarding lead’s likelihood to close
Seamlessly inserts those predictions in sales representative’s workflow
Add text here
Add text here
This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
40. Table of
Contents
40This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
› Information Gathering
• What Kind of Information is Vital for Lead
Scoring?
• Gathering Information for Lead Qualifying
Process
› Lead Scoring and Content Marketing
› Explicit Lead Score Modeling
• Analyzing Explicit Lead Information
• Developing Demographic Scoring
• Implementing Explicit Scoring Model
› Implicit Lead Score Modeling
• Developing Behavioral Scoring
• Implementing Implicit Scoring Model
• Implicit - Active vs Latent Lead Buying
Behavior
› Lead Scoring Criteria for Implicit Explicit and
Negative Attributes
How to Improve Lead Scoring Process?
› Implementing Lead Point System to Determine Sales
Readiness
› Predictive Analytics to Assess Lead Scoring
› Revenue Cycle Management
• Lead Lifecycle Management
• Leads Scores Labeling Based on Sales Action
Optimizing Lead Scoring Mechanism
› Essential Marketing Activities in Sales Funnel
› Tracking Lead Performing Activities on Various
Campaigns
› Scoring Lead Activities on Various Campaigns
Lead Activities Tracking
› Lead Scoring on Return on Investment
› Reduction in Sales Cycle Duration
› Increase in Sales Productivity
› Predictive Mapping to Increase Representative Efforts
Impact Analysis
Selecting Suitable Automated Lead
Scoring Software
Lead Scoring Dashboard
› What Concerns Firm is Facing Regarding Lead
Scoring?
› Current Lead Scoring with Respect to Several
Marketing Channels
› Present Performance Delivery Gap
Current Scenario01
02
03
04
05
06
07
41. Selecting Suitable Automated Lead Scoring Software
This slide will help firm in choosing the suitable automated marketing automation platform to improve lead scoring mechanism analyzing them on several parameters and associated cost.
41
Software's
Lead
Nurturing
Lead
Scoring
Prospect
Behavior
Scoring
Rule Based
Content
Publishing
Business
Intelligence
Predictive Analytics
using Machine
Learning
Cost
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Software 1 $11,000
Software 2 $12,500
Software 3 $15,000
Software 4 $18,000
Software 5 $19,500
42. Table of
Contents
42This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
› Information Gathering
• What Kind of Information is Vital for Lead
Scoring?
• Gathering Information for Lead Qualifying
Process
› Lead Scoring and Content Marketing
› Explicit Lead Score Modeling
• Analyzing Explicit Lead Information
• Developing Demographic Scoring
• Implementing Explicit Scoring Model
› Implicit Lead Score Modeling
• Developing Behavioral Scoring
• Implementing Implicit Scoring Model
• Implicit - Active vs Latent Lead Buying
Behavior
› Lead Scoring Criteria for Implicit Explicit and
Negative Attributes
How to Improve Lead Scoring Process?
› Implementing Lead Point System to Determine Sales
Readiness
› Predictive Analytics to Assess Lead Scoring
› Revenue Cycle Management
• Lead Lifecycle Management
• Leads Scores Labeling Based on Sales Action
Optimizing Lead Scoring Mechanism
› Essential Marketing Activities in Sales Funnel
› Tracking Lead Performing Activities on Various
Campaigns
› Scoring Lead Activities on Various Campaigns
Lead Activities Tracking
› Lead Scoring on Return on Investment
› Reduction in Sales Cycle Duration
› Increase in Sales Productivity
› Predictive Mapping to Increase Representative Efforts
Impact Analysis
Selecting Suitable Automated Lead
Scoring Software
Lead Scoring Dashboard
› What Concerns Firm is Facing Regarding Lead
Scoring?
› Current Lead Scoring with Respect to Several
Marketing Channels
› Present Performance Delivery Gap
Current Scenario01
02
03
04
05
06
07
43. Lead Scoring Dashboard (1/2)
The dashboard will provide overall scenario of all leads and track various leads based on the grading(point) assigned to them.
43
A
B
C
D
Total
1 2 3 4 Total
Lead Score
Overview
Profile Engagement
8
0%
16
0%
12
0%
795
20%
831
21%
3
0%
6
0%
9
0%
1.014
26%
1.032
26%
9
0%
23
1%
26
1%
682
17%
740
19%
15
0%
29
1%
57
1%
1.221
31%
1.322
34%
35
1%
74
2%
104
3%
3.712
95%
3.925
100%
A
B
C
D
34%
21%
26%
19%
A B
C
D
1%
2%
3%
95%
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44. Lead Scoring Dashboard (2/2)
This slide provides information regarding the dashboard that depicts lead ranking information with leads qualification rating, leads interest level, etc.
44
Leads with Lead Ranking : 7K
Leads without Lead Ranking : 19K
0
1
2
3
4
A B C D E
RecordCount
(Thousands)
Lead Score DG
Leads by Lead Ranking
Leads only
Lead Ranking Information Leads by Lead Score
Lead Score DG Record Count
A 45
B 726
C 2k
D 2k
E 3k
Leads Only
Leads with Qualification Rating : 7K
Leads without Qualification Rating : 19K
0
1
2
3
4
5
High Medium Low
RecordCount
(Thousands)
Qualification Level
Qualification Rating - Leads
Leads only
Qualification Rating Information
Leads with Qualification Rating
Qualification Level Record Count
High 641
Medium 2K
Low 4k
Leads Only
Leads with Interest Level : 7K
Leads without Interest Level : 19K
0
1
2
3
4
5
High Medium Low
RecordCount
(Thousands)
Interest Level
All Leads by Interest Level
Leads only
Interest Level Information
Leads with Interest Level
Interest Level Record Count
High 517
Medium 1K
Low 5k
Leads Only
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45. Lead Scoring Model Icons Slide
This slide provides information regarding the dashboard that depicts lead ranking information with leads qualification rating, leads interest level, etc.
45
47. Our Team
47
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Marketing Engineer
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it to your needs and capture your
audience's attention.
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John Smith Anita Carol
Marketing
Joe Smith
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48. 48
Target Audiences 01
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your audience's attention.
Preferred by Many 02
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Value Clients 03
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About Us
49. 49
Our Mission
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Vision
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Mission
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Goal
50. Venn
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50
25%75%
35%
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audience's attention.
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51. Comparison
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51
90% 50%
Canada
Population
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Population
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70% 40%
USA
52. Clustered Column - Line
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52
10
20
25
30
45
55
65
85
10
15
25
30
35
40
45
50
4.2 4
5 5
7
8
7
9
0
1
2
3
4
5
6
7
8
9
10
$0
$10
$20
$30
$40
$50
$60
$70
$80
$90
$100
2013 2014 2015 2016 2017 2018 2019 2020
Salesinpercentage
Inprice
Years
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Product 01
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Product 03
53. Clustered Bar Chart
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53
35
45
40
50
60
10
30
25
40
85
55
60
65
70
97
0 10 20 30 40 50 60 70 80 90 100
2016
2017
2018
2019
2020
in Percentage
Years
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Product 03
54. Timeline
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54
2015 2017 2019
2016 2018 2020
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Start End
55. Roadmap
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2018
2016
2017
2019
2020
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56. 30 60 90 Days Plan
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56
60
Days
30Days
90
Days
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57. 57
Thank You
Address
# street number, city, state
Contact Number
0123456789
Email Address
emailaddress123@gmail.com
Address
# street number, city, state