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Management Plan (Marketing (KPIs (SQLs by Type, Conversion Ratio by Type,…
Management Plan
Marketing
KPIs
SQLs by Type
Conversion Ratio by Type
ROI on budget
Major initiative performance
Performance by major customer or vertical
Results of recent campaigns
Metrics
Funnel performance
Performance by platform
Results of optimizations
A/B testing results
Other metrics as appropriate
Method
1 & 15th of month
Review KPIs & metrics
Provide support
Plan
Coach
Lessons learned
Sales
KPIs
Sales Won
Sales Lost
Sales Pending
Enrollments by company
Other Metrics
Sales by lead type
Leads worked
Referrals received/closed
lead value by type
Method
1 & 15th of month
Review KPIs & metrics
Provide support
Plan
Coach
Lessons learned
Relationship Center
Technology