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LEAD GENERATION CHECKLIST
Phase 1: Assess your situation
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Stand Out to
CLIENTS
1
Enticing Pitch
What you do
Irresistible Offer
What you sell
Sales Process
How people buy
Map your
CONTENT
2
Content Journey
Pages
Pages
Design
Style, Guidelines, Level
Style, Guidelines, Level
Other Assets
Emails
Emails
Pick
TOOLS
3
Shop for Tools
Marketing & Business
Run a test
Ease of use, Price, Integration, Tracking, Testing, etc
Buy & Set Up
Tools, Integration, etc
Tools, Integration, etc
Calculate your
ROI
4
Leads & Sales
Leads, Sales and Profit
Current and Goals
Current and Goals
Time Frame
Schedule, Availability
Schedule, Availability
Investment
Cashflow, ROI
Phase 2: Generate Leads & Sales
CREATE
Content
5
Write content
Content, Design
Content, Design
Design content
Clarity, Value
Clarity, Value
Review & Publish
Go live
Go live
REACH OUT
to people
6
Free
Social, Email, Phone,
Conferences, Newsletter, SEO
Conferences, Newsletter, SEO
Paid
Ads.
Partners
Marketplaces, direct.
Marketplaces, direct.
CHAT
with people
7
Engage
Voice, Chat, Email
Voice, Chat, Email
Ask questions
Qualify.
Book an appointment
PRESENT
An Offer
8
Make an offer
Answer their questions
Talk about your availability