Automated lead generation planning brief

AUTOMATED LEAD GENERATION BRIEF

Audience and problem:
Useful offer:
Traffic source:
Landing page:
Form fields needed:
What the visitor expects next:

RECORD AND ROUTING
Submission reference:
Contact matching rule:
Qualification criteria:
Unclear-case review owner:
Destination record:
Next action and responsible person:
Marketing preference source:

TESTS
Normal request:
Repeated event:
New request from existing contact:
Missing information:
Failed connection and replay:
Reply or closed enquiry before reminder:
Changed marketing preference:

MEASUREMENT
Valid enquiries:
Qualified enquiries:
Conversations and outcomes:
Complete comparison period:
Running cost and time spent:

Use redacted examples and omit passwords.


From Automations For Business
https://automationsforbusiness.com/blog/how-to-generate-leads-automatically