Lead Generation Worksheet

Your Contact Information
Your Name
First Last
Your Email
Point of Contact
Who will be our main point of contact for feedback of the lead generation questionnaire?
Main point of contact
First Name Last Name Role
Email of main point of contact

Save & Continue Later

Your Organization or Business Goals for Lead Generation
What are your current lead generation efforts?
This question helps you understand what you are already doing to generate leads, and whether you have any existing systems or processes in place.
What are your goals for lead generation?
Understanding your goals will help us tailor your approach and focus on the most important aspects of their lead generation efforts.
Who is your target audience?
Knowing who you are trying to reach will help us determine the most effective channels and tactics to use for lead generation.
What types of leads are most valuable to you?
Understanding the types of leads that are most valuable to you will help us focus on generating the right kind of leads.
a. What types of leads are most valuable (phone calls, lead form fills etc.) b. What is the initial value of a lead? c. What is the lifetime value of a lead?
What are your budget and resources for lead generation?
This will help you understand what you are able to invest in lead generation and what resources you have available.

Save & Continue Later

Conversion Rates, Challenges, Channels & Tracking
What is your current conversion rate for leads?
Knowing your conversion rate will help us understand the effectiveness of your current lead generation efforts and identify areas for improvement.
What are your current challenges with lead generation?
Understanding your challenges will help us identify opportunities to improve your lead generation efforts and overcome any roadblocks.
What channels are you currently using for lead generation?
Some examples of channels that you might consider include social media, email marketing, content marketing, paid advertising, and networking events.
What metrics do you use to measure the success of your lead generation efforts?
Understanding your metrics for measuring success will help us align your lead generation efforts with your business goals and track progress.
List what tools and /or processes you use to track and analyze your lead generation data.
Tracking and analyzing lead generation data can help us identify patterns and trends, and make data-driven decisions about your lead generation efforts.

Save & Continue Later

Define your target audience in as much detail as possible:

a. What are the demographics of your customers? (Age, gender)	b. What are the behaviors that they typically exhibit? (Interests such as sports, travel etc.)	c. What needs do they have? (What help do they need that you fulfill)	d. What are their pain points? (What keeps them up at night – this can include emotions such as stress over getting things done on time)

What are your competitors doing for lead generation?
Knowing what your competitors are doing for lead generation can help us identify areas where you can differentiate your offerings and stand out in the market.

Save & Continue Later

Goals and Objectives
What are your goals and objectives for lead generation?
Setting clear goals and objectives will help us focus your lead generation efforts and measure progress.
a. What is the number of leads you want to generate? b. What does a quality lead look like (specifically)? c. What is the conversion rate you want to achieve?
What are the most effective lead generation tactics for your business?
Different tactics may be more effective for different businesses, depending on their target audience, goals, and resources, use the spaces below to list what has worked best.
Have you implemented a lead nurturing process?
Lead nurturing is the process of building relationships with potential customers who are not yet ready to make a purchase. Please explain the steps you and your sales team take to nurture leads (such as providing valuable content or following up with personal communication):
Thank you for using this worksheet to guide your lead generation conversation
Before we finish, is there anything else you would like to add or any other thoughts you would like to share?
We hope this worksheet has been helpful in guiding the conversation about lead generation. By gathering the necessary information, we can help you build a strong foundation for their lead generation efforts.
Email
This field is for validation purposes and should be left unchanged.

Save & Continue Later

a. What types of leads are most valuable (phone calls, lead form fills etc.)	b. What is the initial value of a lead?	c. What is the lifetime value of a lead?

a. What is the number of leads you want to generate?	b. What does a quality lead look like (specifically)?	c. What is the conversion rate you want to achieve?

First Name	Last Name	Role

Your Contact Information