Hi everyone, I wanted to share a template I’m working on with @joannalin from Simon Data. I included a tutorial video in the first section to walk you through the doc.
If you work in B2B marketing, have you ever been asked how many leads you need to bring in “top of the funnel” in order to hit a certain sales target? With this template, B2B marketers can quantify their work for their sales counterparts. This template is still a work in progress, so I’d love to get your thoughts about the format and usability, thanks!
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Thanks for the feedback @Gordon_McArthur1! I just fixed some of the typos you mentioned like the sales cycle time (days between SAL and Wins) and the “date to begin sales cycle.”
For the “sanity check,” are you saying on the “Inputs” section, the marketer can just provide 2 numbers (sales cycle duration
and sales target for next 90 days
) and the model would just tell the marketer # of deals required at MCL, MEL, SQL, etc.?
Thanks @Al_Chen_Coda , my thinking for a sanity check is that it might be its own section and the inputs would be few, with the main value to the user being that it would give a quick indication whether they are way-out in left-field. Or maybe they have off the charts amazing conversion rates (but if they do, they probably already know).
If I say that my 90 day goal is 2500 new paid users activating, and my sales cycle is on average 180 days, the model would output a funnel based on standard rates to compare against my real funnel (and to try and understand).
Gotcha. I’ll speak with @joannalin to see if we can incorporate something like this into the template!