Marketing Automation Success Planning Template

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Sold on marketing automation, but having trouble getting the C-suite on board? Sometimes all you need is a well-planned strategy — and this presentation template can help you show upper management that you've thought ahead. Check out our blog post to download the editable template: prd.to/1kVo1pF

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Marketing Automation Success Planning Template

  1. 1. MARKETING AUTOMATION PLAN FOR SUCCESS A Customizable Planning Template for SMB Marketers
  2. 2. TABLE OF CONTENTS • Ownership & Goals • Objectives • Changes in Strategy • Quarterly Campaign Plan • Plan for Implementation • Marketing Automation Stats • Case Study Excerpts
  3. 3. STRATEGY PLANNING
  4. 4. OWNERSHIP & GOALS Marketing automation point person: Who in your company will head up this initiative? Users: Who will have a seat in your platform? Current pain points: Ex: Low lead quality; small ratio of leads passed to sales become closed deals. Long-term goals: Short-term goals: KPIs to measure: Ex: MQLs
  5. 5. OBJECTIVES PLANNING Goals, campaigns, and channels to start with: GOALS CAMPAIGNS CHANNELS Ex: Increase # of marketing-qualified leads by 20% in Q4 Ex: Run lead nurturing campaigns targeted toward prospects who have been inactive less than 6 months Ex: Email Goal 2 Campaign 2 Channel 2 Goal 3 Campaign 3 Channel 3 Goal 4 Campaign 4 Channel 4 Goal 5 Campaign 5 Channel 5
  6. 6. CHANGES IN STRATEGY Marketing automation can streamline marketing initiatives by making current strategies more efficient and effective. OLD STRATEGY NEW STRATEGY Ex: Monthly email blast to cold leads Ex: Targeted nurturing tracks to educate non-sales- ready leads to a sales-ready state Strategy 2 Strategy 2 Strategy 3 Strategy 3 Strategy 4 Strategy 4 Strategy 5 Strategy 5
  7. 7. PLAN FOR EXECUTION
  8. 8. IMPLEMENTATION PLAN Implementation contact: Kickoff date: Goal for completion: Complete by: __________ Complete by: __________ Complete by: __________ Complete by: __________ Complete by: __________ Complete by: __________
  9. 9. QUARTERLY CAMPAIGN PLAN JANUARY FEBRUARY MARCH Overarching Campaign Overarching Campaign Event 1 Event 2 Event 3 Event 4 Nurturing Campaigns Social Media Content Efforts Paid Adver<sing Webinars
  10. 10. WHAT TO EXPECT
  11. 11. QUICK STATS • Nurtured leads produce, on average, a 20% increase in sales opportunities versus non-nurtured leads. (DemandGen Report) • Companies with mature lead generation and management practices have a 9.3% higher sales quota achievement rate. (CSO Insights) • Companies that excel at lead nurturing generate 50% more sales-ready leads at 33% lower cost. (Forrester Research) • Nurtured leads make 47% larger purchases than non-nurtured leads. (The Annuitas Group) • Companies that automate lead management see a 10% or greater increase in revenue in 6-9 months. (Gartner Research)
  12. 12. CASE STUDIES • Within 12 months of implementing marketing automation, Epicom increased website leads by 63%. Learn more. • JetReports saw unique visitors to their website increase by 115%. Learn more. • Mediacurrent saw a 129% year-over-year growth in content convertions. Learn more. • In 6 months, AchieveIt went from 152 qualified leads to 1,405 — an increase of 824%. Learn more. • RedTail Solutions increased marketing team productivity by 40%, while reducing the sales cycle by 25%. Learn more. • Wistia increased the number of free service trials by 40%. Learn more.
  13. 13. THANK YOU For more information, visit pardot.com.

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