HOW TO - DELIVER INBOUND SERVICES (26 pages)

converting leads / closing customers • leads • customers • jump to framework) • weekly activity worksheet

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HOW TO DELIVER INBOUND SERVICES

11

WEEKLY ACTIVITY WORKSHEET

Inbound Marketing

Activity

Activity Breakdown

Weighted

Time

Baseline

Time

Content Creation &

Conversion Paths

• Content Preparation

• Conversion Path Creation

20%

2 hr.

Lists & Segmentation

• Existing Contact Segmentation

• Ongoing Segmentation & List

Refinement

10%

1 hr.

Promotion

• Blog Post Promotion

• Email Blast

• Social Media Publishing

10%

1 hr.

Workflows

• Workflow Creation and Execution

• Workflow Refinement

20%

2 hr.

Lead Scoring &

Qualification

• Lead Scoring Implementation

• Lead Qualification / Sales and

Marketing Alignment

10%

1 hr.

CRM Integration &

Closed Loop Reporting**

• CRM Integration

• CRM Management

10%

1 hr

Progress Assessment /

Analysis

• Conversion Path Analysis

• Promotion Analysis

• Lead Generation Goal Progress

Analysis

• Workflow Analysis

• Funnel Conversion Analysis

• Customer Goal Progress Analysis

20%

2 hr.

CONVERTING LEADS / CLOSING CUSTOMERS

U

ADDITIONAL NOTES:

If the client is using SalesForce ensure they have the Professional or Enterprise Version. If they
are not using SFDC work with your consultant or Account Manager to determine if HubSpot can
integrate with their CRM and how much the integration would cost.

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