Transcript SMarketing Agenda Template - Austin HubSpot User Group

SMARKETING
Agenda Template
[Month & Year Here]
Agenda
• Introduction – [Any Presenter]
• Marketing Updates – [Marketing
Executive]
• Sales Enablement – [Marketer]
• Featured Deal – [Salesperson]
• Sales Updates – [Sales Executive]
• Final Thought – [Any Presenter]
Introduction
[Presenter]
Marketing Updates
[Presenter]
Marketing New Hires
Person 1
•
•
•
•
Name
Title
Team
Projects
Person 2
•
•
•
•
Name
Title
Team
Projects
Person 3
•
•
•
•
Name
Title
Team
Projects
Person 4
•
•
•
•
Name
Title
Team
Projects
Awards & Recognition
Person 1
• Name
• Award Won
• Why
Person 2
• Name
• Award Won
• Why
Traffic Update
12,000
10,000
8,000
6,000
4,000
2,000
0
Other
Direct Traffic
Paid Search
Referrals
Organic Search
Social Media
Email
Leads Update
2,500
2,000
1,500
1,000
500
0
Other
Direct Traffic
Paid Search
Referrals
Organic Search
Social Media
Email
Key Marketing Metrics
• Website Visits & Blog Traffic This Month
• Overall Leads This Month
• Marketing Qualified Leads This Month
Marketing Highlights
• List big impact projects with outstanding
results here:
– Project 1 Summary + Results
– Project 1 Summary + Results
– Project 1 Summary + Results
Sales Enablement
(& Product
Marketing)
[Presenter]
Product X Update
•
•
•
•
Date when the change is going live
Here’s exactly what changed
How to sell this update
More info on this change: URL for more info
Old
Product/Service
New
Product/Service
Upcoming Training For
Salespeople
•
•
•
•
Date when the training is happening
What is involved with the training
Why the training is important
Online resources: URL for training
resources
Featured Deal
[Presenter]
Customer Story
How Sales and Marketing worked together to make magic happen.
Customer: Name
Backstory: Received an awesome demo
Challenge: Needed executive buy-in
Request to Marketing: Hop on a call and explain
X product to CMO
• Solution: Prepped customer for a conversation
with CMO with talking points on why they needed X
product
• Result: Closed the deal on the last day of the month
•
•
•
•
Sales Updates
[Presenter]
State of the Business
January
Year to Date
(YTD)
New Annual
Recurring
Revenue (ARR)
Growth
$ amount
% growth year
over year
$ amount
% growth year
over year
Monthly
Recurring
Revenue (MRR)
$ amount
$ amount
Hiring
# of hires
% of goal
Sales Attainment
% attained
% of plan
Trend
Top Salespeople This Month
Person 1
• 1st Place
• Name of Salesperson
• Monthly Recurring Revenue (MRR)
achieved
• % of quota
Person 1
•
•
•
•
2nd Place
Name of Salesperson
Monthly Recurring Revenue (MRR) achieved
% of quota
Person 1
•
•
•
•
3rd Place
Name of Salesperson
Monthly Recurring Revenue (MRR) achieved
% of quota
Top Sales Managers This Month
Person 1
Person 1
Person 1
• 1st Place
• Name of Manager
• Team’s Monthly Recurring Revenue (MRR)
achieved
• % of quota
• 2nd Place
• Name of Manager
• Team’s Monthly Recurring Revenue (MRR)
achieved
• % of quota
• 3rd Place
• Name of Manager
• Team’s Monthly Recurring Revenue (MRR)
achieved
• % of quota
Sales Reps Over 100% of Quota
•
•
•
•
•
•
•
•
•
Name of Salesperson
Name of Salesperson
Name of Salesperson
Name of Salesperson
Name of Salesperson
Name of Salesperson
Name of Salesperson
Name of Salesperson
Name of Salesperson
•
•
•
•
•
•
•
•
Name of Salesperson
Name of Salesperson
Name of Salesperson
Name of Salesperson
Name of Salesperson
Name of Salesperson
Name of Salesperson
Name of Salesperson
Sales Contest Updates & Info
• Qualifying Criteria for Salespeople:
– Minimum $ MRR required
– Minimum % quota required
• Qualifying Criteria for Sales Managers:
– Minimum $ MRR required
– Minimum % quota required
Congrats to Last Month’s
Contest Qualifiers!
Salespeople:
• Name of Salesperson
• Name of Salesperson
• Name of Salesperson
• Name of Salesperson
• Name of Salesperson
Sales Managers:
• Name of Manager
• Name of Manager
Final Thought
[Presenter]
Be stubborn
about your
goals, and
flexible about
your methods.