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2018 planning in
5 easy steps
5
getsmartacre.com
About US!
6
Anna
abroomall@getsmartacre.com
Lisa
lzwikl@getsmartacre.com
Planning Doesn’t Have to Be Scary
Define your 2018
Step 1:
9
● What are our overall business objectives?
● What are our revenue goals?
● Are there any upcoming adjustments to our products or
services?
● What are the key metrics for measuring our success?
● Are there any sales or product goals we need to help meet?
Step 2:
Take a page out of
history’s playbook
11
Step 3:
Audit the
fundamentals
1
messaging and personas
1
event and editorial calendars
14
competitor analysis
customer journey audit
16
Website Centric - On-page SEO
- Value positioning
- CTAs / Forms for asset downloads
- Blog
- CTAs / Forms for asset
downloads, Thank you pages with
next step
- Resources page
- FAQs
- Live chat
- Pop-ups
- Product pages
- Video on demand
- Product tour
- Live chat
- Reviews / quotes
- Resources page
- Live chat
- Discussion board / customer
service portal
- Affiliate program
- Live chat
Content Marketing - Persona development
- PR / Outreach
- Top of the funnel blog content
- Social media content
- Link building
- Events
- Content driven Webinars
- Guides
- eBooks
- Checklists
- Application stories
- Case studies
- Customer testimonials
- Product tour
- Sales enablement content
- “Sell your Boss” content
- Social media content
- Loyalty programs
- Surveys
- Social media content
- Quotes or referrals
- Click to share links
- Upsell campaigns
Marketing Automation - Content autoresponders and
nurtures
- Cold drip programs
- Newsletters
- Consideration nurtures
- Re-engagement (Sept)
- Long-term sales nurture
- Lead scoring
- Free trial / demo nurture
- Newsletters
- New product/feature
announcements
- Smart content
- Newsletters
SEM - Keyword research
- Social ads
- AdWords
- Display ads
- Contributed content
- Banner ads
- Link building
- Remarketing
- Review sites (GetApp, Capterra,
etc.)
- Content syndication
- Remarketing
- Forums
- Content syndication
- Customer reviews on 3rd
party sites
- Content syndication
Other - Purchased lists
- Print ads
- Print ads - Print Ads
- Sales enablement
- In-app data
- Usage data
- In-product messaging
- Word of mouth marketing
- VIP events or conference
Step 4: Put it all together
Cloud Elements 2017 - Confidential & Proprietary
Cloud Elements 2017 - Confidential & Proprietary
VISION
why we exist
HOW WE DO IT
what makes us different
CORE VALUES
what’s important
GOALS
QUARTERLY
INITIATIVES
OUTCOMES,
MEASURES
-
LINK TO PLAN LINK TO PLAN LINK TO PLAN LINK TO PLANLINK TO PLAN
Step 5: Share the wealth
19
THANK YOU! | getsmartacre.com

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2018 Planning in 5 Easy Steps

  • 1. 2018 planning in 5 easy steps 5 getsmartacre.com
  • 5. 9 ● What are our overall business objectives? ● What are our revenue goals? ● Are there any upcoming adjustments to our products or services? ● What are the key metrics for measuring our success? ● Are there any sales or product goals we need to help meet?
  • 6. Step 2: Take a page out of history’s playbook
  • 7. 11
  • 10. event and editorial calendars 14
  • 12. customer journey audit 16 Website Centric - On-page SEO - Value positioning - CTAs / Forms for asset downloads - Blog - CTAs / Forms for asset downloads, Thank you pages with next step - Resources page - FAQs - Live chat - Pop-ups - Product pages - Video on demand - Product tour - Live chat - Reviews / quotes - Resources page - Live chat - Discussion board / customer service portal - Affiliate program - Live chat Content Marketing - Persona development - PR / Outreach - Top of the funnel blog content - Social media content - Link building - Events - Content driven Webinars - Guides - eBooks - Checklists - Application stories - Case studies - Customer testimonials - Product tour - Sales enablement content - “Sell your Boss” content - Social media content - Loyalty programs - Surveys - Social media content - Quotes or referrals - Click to share links - Upsell campaigns Marketing Automation - Content autoresponders and nurtures - Cold drip programs - Newsletters - Consideration nurtures - Re-engagement (Sept) - Long-term sales nurture - Lead scoring - Free trial / demo nurture - Newsletters - New product/feature announcements - Smart content - Newsletters SEM - Keyword research - Social ads - AdWords - Display ads - Contributed content - Banner ads - Link building - Remarketing - Review sites (GetApp, Capterra, etc.) - Content syndication - Remarketing - Forums - Content syndication - Customer reviews on 3rd party sites - Content syndication Other - Purchased lists - Print ads - Print ads - Print Ads - Sales enablement - In-app data - Usage data - In-product messaging - Word of mouth marketing - VIP events or conference
  • 13. Step 4: Put it all together
  • 14. Cloud Elements 2017 - Confidential & Proprietary Cloud Elements 2017 - Confidential & Proprietary VISION why we exist HOW WE DO IT what makes us different CORE VALUES what’s important GOALS QUARTERLY INITIATIVES OUTCOMES, MEASURES - LINK TO PLAN LINK TO PLAN LINK TO PLAN LINK TO PLANLINK TO PLAN
  • 15. Step 5: Share the wealth 19
  • 16. THANK YOU! | getsmartacre.com