1. Planning
1.1. Resources
1.1.1. Business profile worksheet
1.1.2. Social profile worksheet
1.1.3. Ideal vs average customer worksheet
1.1.4. Lead channel worksheet
1.1.5. Knowfirst workbook
1.1.6. Collateral templates psd / png
1.1.6.1. Cards
1.1.6.2. Free offer
1.1.6.3. Gift certificates
1.1.6.4. Videos
1.1.6.5. Site
1.2. Inputs
1.2.1. Business goals
1.2.1.1. ROI
1.2.1.2. ROO
1.2.1.3. Budget
1.2.1.3.1. Channel analysis
1.3. Outputs
1.3.1. Value of a lead
1.3.1.1. Lifetime value
1.3.1.2. Ideal
1.3.1.3. Average
1.3.2. Metrics
1.3.3. Lead Generation Key Systems
1.3.3.1. Social
1.3.3.1.1. facebook
1.3.3.1.2. track language and reputation
1.3.3.1.3. unique language
1.3.3.2. special purpose mini sites
1.3.3.2.1. potential franchisees
1.3.3.2.2. franchisees
1.3.3.2.3. job site
1.3.3.3. Direct response
1.3.3.3.1. direct mail
1.3.3.3.2. telemarketing
1.3.3.3.3. sms
1.3.3.3.4. email
1.4. Profiles
1.4.1. Products
1.4.1.1. Use cases
1.4.1.1.1. Avatars
1.4.1.2. Who are ideal clients
1.4.1.2.1. 80 / 20 rule
1.4.2. Social
1.4.3. Local
1.4.4. Corporate
1.4.4.1. Authorship
1.4.5. Brands
1.4.6. Profiling
1.4.7. Key contacts
1.4.7.1. Professional
1.4.7.2. Public personal
1.4.7.3. Public private
1.5. Processes
1.5.1. The Mechanics
1.5.1.1. Install Xmind
1.5.1.2. Mindmapping overview
1.5.1.3. Create a Weekly Planner
1.5.1.4. MindMaps for Brainstorming
1.5.1.5. 10 Steps Maximum
2. Engagement
2.1. Systems
2.1.1. Napm Syndication
2.1.2. Profile optimisation
2.1.3. Webinars
2.1.4. Social marketing
2.1.4.1. Facebook habits
2.1.4.1.1. The daily post
2.1.4.2. LinkedIn habits
2.1.4.3. YouTube habits
2.1.5. Landing pages
2.1.6. CRM
2.2. Small Wins
2.2.1. Email signature
2.2.2. Qr codes
2.2.3. Facebook Brand Building
2.2.3.1. Ads - Visibility for when they want to buy
2.2.4. Tracked links
2.2.5. Video players
2.2.6. Napm
2.2.7. Video players
2.3. Metrics
2.3.1. ROI
2.3.1.1. Pay per sale
2.3.1.2. Pay per impression
2.3.1.3. Collateral conversion
2.3.1.4. Upsell
2.3.2. ROO
2.3.2.1. Views clicks
2.3.2.2. Likes
2.3.2.3. Shares
2.3.2.4. Views
2.4. Campaigns
2.4.1. The. Formula
2.4.1.1. The one thing
2.4.1.2. Build trust
2.4.1.3. Identify common problems
2.4.1.4. Offer solution
2.4.1.5. Convert
2.4.1.6. Repeat
2.4.2. Collateral
2.4.2.1. Info graphics
2.4.2.1.1. Subtopic 1
2.4.2.1.2. What does it look like when it's done
2.4.2.2. White papers
2.4.2.3. Videos
2.4.2.3.1. Explainer
2.4.2.3.2. Problem specific
2.4.2.3.3. Social proof
2.4.2.4. Email sequences
2.4.2.5. Creative
2.4.2.5.1. Banner ads
2.4.2.5.2. Site design
2.4.2.5.3. Brochures
2.4.2.5.4. Internal communication
2.5. Channels
3. Enquiry
3.1. Systems
3.1.1. Reputation management
3.1.1.1. Call Management
3.1.1.2. Content management
3.1.1.3. Email Systems
3.1.1.4. Data Collection
3.1.2. Appropriate contact points
3.1.2.1. Forms
3.1.2.2. Call Flows
3.1.3. Internal Source of truth
3.1.4. Affiliate
3.1.5. Video players
3.2. Collateral
3.2.1. Ethical bribes
3.2.1.1. incentives for sharing, testimonials, discounts etc
3.2.2. Content
3.2.2.1. Testimonials
3.2.2.2. Case Studies
3.2.2.3. Use Cases
3.2.3. Visibility
3.2.3.1. Web
3.2.3.2. Social
3.2.4. Share
3.3. Metrics
3.3.1. ROI
3.3.1.1. Pay per action
3.3.1.2. Upsell
3.3.1.3. Pay per sale
3.3.1.4. Forms
3.3.1.5. Calls
3.3.2. ROO
3.3.2.1. Shares
3.3.2.2. Views clicks
3.3.2.3. Collateral conversion
3.3.2.4. Likes
3.3.3. KPI
3.3.3.1. Testimonials
3.3.3.2. Platform availability
3.4. Education
3.4.1. Free information
3.4.2. Meetings and events
3.4.3. Webinars
3.4.4. Brand building
4. Conversion
4.1. Customer journey audits
4.2. Systems
4.2.1. Reputation management
4.2.1.1. Call Management
4.2.1.2. Content management
4.2.1.3. Email Systems
4.2.1.4. Data Collection
4.2.2. Appropriate contact points
4.2.2.1. Forms
4.2.2.2. Call Flows
4.2.3. Internal Source of truth
4.3. Metrics
4.3.1. KPI
4.3.1.1. Upsell
4.3.1.2. Data Integrity
4.3.1.2.1. Geographic
4.3.1.2.2. Demographic
4.3.1.2.3. Contact points
4.3.1.2.4. Delegates
4.3.2. ROI
4.3.2.1. Calls
4.3.2.2. Upsell
4.3.2.3. Pay per sale
4.3.2.4. Collateral conversion
4.3.2.5. Forms
4.3.3. ROO
4.3.3.1. Pay per performance
4.3.3.2. Pay per sale
4.3.3.3. Number of contacts
5. Retention
5.1. Aftercare
5.2. Systems
5.2.1. Welcome pack
5.2.2. Service desk
5.2.3. Auto responders
5.3. Social Proof
5.3.1. Feedback / testimonials
5.3.2. Tell a friend
5.3.3. Getting Testimonials
5.3.3.1. Review cards and how to use them
5.3.3.1.1. Ask your best clients
5.3.3.2. Facebook techniques
5.3.3.2.1. Give us a Facebook review and we will give you a free, 10% off your next
5.3.3.3. LinkedIn techniques
5.3.3.3.1. Give us a linked in recommendation and we will give you a free, 10% off your next
5.4. Communication
5.4.1. Newsletter
5.4.2. Satisfaction calls
5.5. Upsell
5.5.1. How to buy eg rfp template
5.6. Metrics
5.6.1. Upsell
5.6.2. Pay per sale
5.6.3. Pay per per performance
5.6.4. Customer journey best practice
5.6.4.1. Audits!!!
5.6.5. ROO
5.6.5.1. Customer journey compliance
5.6.5.2. The stickers
5.6.5.3. Centralized sourcing
5.6.5.3.1. Under the sink
5.6.5.3.2. The 3 things?
5.6.5.3.3. Terms plus delivery equals moat
5.6.5.4. Views vs phone numbers captured
5.6.6. ROI
5.6.6.1. Return on renewal letters
5.6.6.2. Return on follow up calls
5.6.6.3. Untitled
5.6.6.4. Return on thank you
6. Operational Excellence
6.1. Fulfillment
6.2. Marketing and PR
6.3. Shared / Group Services
6.3.1. Business Development
6.3.2. R & D
6.3.3. Business Analysis
6.3.4. Marketing
6.3.5. IT
6.3.6. Tendering
6.4. Talent Management
6.4.1. Transactional HR
6.4.2. Recruitment
6.4.3. Capability Development
6.4.4. Induction
6.5. Finance
6.6. Governance
6.6.1. Compliance
6.6.2. Reporting systems
6.6.3. OHS / WHS
6.6.4. Funding
6.6.5. Business Continuity
6.6.6. Payments
6.6.7. Escalation pathways
6.6.8. Audits
6.6.9. Training
6.6.10. Internal Communication
6.6.11. Organisational Capability Development
6.6.12. Project management
6.7. Kpi
6.7.1. Realise offer at internal valuation target
6.7.2. Licensee growth
6.8. Metrics
6.8.1. Valuation
6.8.2. Forward contracts
6.8.3. Forward bookings
6.8.4. Retention rate