Due to its large format, this checklist is more user-friendly on desktop or laptop computers.  

LEAD GENERATION CHECKLIST

Phase 1: Plan your campaign

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CREATE
Your Offer

1
 
Pitch
What you do

 
Offer
What you sell


Sales Process
How people buy

DRAFT
Your Content

2

New Content
Pages, etc


Design
Style, Level


Other Content
E-mails, Ads, etc

CHOOSE
Your Tools

3
 
Tools you Need
Technical & Business


Features
Plan, Tracking, Integration, Testing


Other Tools
Website, Hosting, ...

ALLOCATE
Time & Money

4
 
Own Time
Schedule, Availability


Money
Tools, Freelancers, Team



Revenue
Budget, Cashflow

Phase 2: Run the campaign

CREATE
Content

5
 
Write content
Content, Design

 
Design content
Clarity, Value

 
Review & Publish
Go live

REACH OUT
to people

6
 
Free
Social, Email, Phone,
Conferences, Newsletter, SEO

 
Paid
Ads.

 
Partners
Marketplaces, direct.

CHAT
with People

7
 
Engage
Voice, Chat, Email

 
Ask questions
Qualify.

 
Book an appointment

PRESENT
Your Offer

8
 
Make an offer

 
Answer their questions

 
Talk about your availability

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