Business Insights | The Marketing Centre SA

The Sales and Marketing tasks needed to push leads through the funnel!

Written by Este Pretorius | 24 March 2022

Welcome to the fourth article in our series on lead generation: Lead Gen in 10. The premise is simple. Quickfire, practical, hands-on exercises that will improve every aspect of your lead generation process.

So far we’ve covered how to define a lead, how to calculate how many leads you need and how to generate the leads your business needs. In this piece, we’ll cover the activities you need to have in place to keep leads moving through the sales process and how to agree who’s responsible for what.

Why leads get stuck

Poor lead generation often means a key asset or step in the process is missing or not being used. Nobody notices because the responsibility for generating and measuring results from an activity belongs to someone else.

As part-time Marketing Directors we always hear that “someone else” is responsible for making calls, posting content, and sending messages to encourage prospects along the customer journey.

But who are they?

And do they know they are responsible?

Probably not. And therein lies the problem.

Remember lead generation can’t be a part-time activity – something that people get to when they have a spare gap. Not if you are looking to get results. And with 61% of marketers ranking lead generation as their number one challenge (Hubspot), there really has never been a more critical time to ensure that the time invested is consistent, focused and results oriented.

Tip: The lead generation process needs to be mapped out. Tools like Lucidchart or Miro are helpful for mapping out processes quickly.

So it really comes down to identifying what resources should be used at each stage and who is responsible for moving prospects along.

Identifying your content assets will help you discover if you’re missing a crucial element for a stage of the process, like case studies that lend weight to your value proposition.

Identifying the responsibility will ensure those pieces of content are being created and actually used in the right way at the right time by the right person, to not only generate leads, but to convert those leads into paying customers.


What you’ll need:
10 minutes to get started, plus a pen and paper

 

Want 4 more exercises to improve your lead generation?
Our Lead Gen in 10 workbook will give you five useful exercises to improve every aspect of your lead generation.

 

The exercise

Start by drawing out a matrix, like this (or use our downloadable template here):

Write out what job needs to be done at each stage. Then write who is responsible for the task and what tools they need to perform the task. Always ensure that those that are tasked with the activities actually have the skill, knowledge and motivation to complete them. There is no point in setting people up to fail!

Your matrix should end up looking something like this:

Acting on the results

Once you’ve found the gaps, you have some decisions to make: if you don’t know which CRM system you need, or if content marketing is the right approach, this is the time to make those calls. Possibly some training may be required.

Then you can start assigning those missing responsibilities to the people capable of fulfilling them, and fine-tuning your marketing materials and activities to particular roles in your target audiences.

Lead generation is a process. The single question our part-time Marketing Directors hear again and again is “how do I get more leads” - and the single question we always come back with is “what are you doing with the ones you have?”

That question shouldn’t leave you flummoxed once you've worked through the exercise above. 

And having completed this exercise, you may just be one of the businesses that realise that outsourcing your lead generation generates 43% better results than doing it in-house in which case it’s time to call in the experts.

 

Good job!

You now know the key activities that you need to keep prospects moving through the funnel and who’s responsible for what. No more opportunities slipping through the cracks!

For more exercises to help you close more new business from your lead generation activity, check out the other exercises below:

Or click here to get the entire series in one handy workbook.

 

Find the gaps in your marketing

If you've followed all the exercises in this series your lead gen should already be picking up. But there's more to marketing than just lead generation.

Our Marketing 360 assessment will help you identify other potential issues and offer advice on how to solve them.

Click here to get your Marketing Maturity Score.