Blog
Marketing
Demand generation, the handoff from marketing to sales, and how to measure what marketing contributes to revenue.
Demand Generation
Trade Show Lead Follow-Up: A 10-Day Plan After the Booth
Grade leads at the booth, import them the same night, hit the first-touch window, and review the pipeline they created 30 days out.
CRM Marketing
Lead Nurturing for Sales Teams: What to Do Before a Lead Is Ready
A sales-led nurture process for leads that aren't ready to buy yet: a "not now" status, a dated revisit task, and a rule for handing leads back to marketing.
Demand Generation
B2B Lead Generation: 9 Channels Ranked by Effort for a Small Team
Nine B2B lead generation channels ranked by effort and time to first lead, plus the rule: never add a channel you can’t tag as a source.
CRM Marketing
Sales and Marketing SLA: A Template for Lead Handoff
A copyable sales and marketing SLA template: lead definitions, response and disposition windows, reason codes and a monthly review.
Attribution
Lead Source Tracking: Set Up Sources So Your Reports Tell the Truth
A twelve-value lead source picklist to copy, the rule that the original source never changes, how UTMs fit, and a monthly check that keeps reports honest.
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