These templates cover outreach, lead magnets, follow-ups, and tracking strategies.
Purpose: Create a landing page to offer valuable content (e.g., eBooks, webinars, free trials) in exchange for contact information.
| Section | Details |
|---------------------------|-----------------------------------------------------------------------------|
| Headline: | [E.g., "Download Our Free Guide to Boost Your Sales by 50%"] |
| Subheadline: | [E.g., "Learn actionable strategies to close more deals in just 30 days."] |
| Value Proposition: | - [E.g., "What’s inside: Step-by-step techniques, templates, and case studies."] |
| Call-to-Action (CTA): | [E.g., "Get Your Free Guide Now"] |
| Form Fields: | - Name
- Email Address
- Company Name (optional) |
| Key Visuals: | - eBook cover or product image
- Bullet points summarizing benefits |
| Social Proof: | - Testimonials: [E.g., "I doubled my sales using this guide!"] |
| Thank You Message (After Form Submission): | [E.g., "Thank you! Check your email for the download link."] |
Purpose: Reach out to potential leads with a personalized and value-driven email.
Subject Line:
Boost Your [Specific Goal], [Name]
Body:
Hi [First Name],
I noticed that [mention something specific about their company, e.g., "your recent expansion into new markets"].
At [Your Company], we help businesses like yours [achieve specific goal, e.g., "streamline workflows and save 20% on operational costs"].
Here’s how we can help:
- [Benefit 1, e.g., "Automate routine tasks to save time."]
- [Benefit 2, e.g., "Get real-time analytics to improve decision-making."]
Can we schedule a quick call this week to discuss how we can support your goals? How does [specific day/time] work for you?
Looking forward to connecting,
[Your Name]
[Your Position]
[Your Company]
[Contact Information]
Purpose: Initiate conversations with potential leads via LinkedIn.
Message:
Hi [First Name],
I came across your profile and was impressed by [mention something specific, e.g., "your experience in scaling SaaS startups"].
At [Your Company], we specialize in helping companies like [Their Company] [specific benefit, e.g., "accelerate their lead generation efforts by 30%"].
Would you be open to a quick chat to explore how we can support your goals?
Looking forward to connecting!
Best regards,
[Your Name]
Purpose: Promote a webinar as a lead generation event.
Subject Line:
Join Our Free Webinar: [Topic/Benefit, e.g., "How to Boost Sales by 30% in 90 Days"]
Body:
Hi [First Name],
Are you looking to [specific pain point, e.g., "generate more high-quality leads"]?
Join us for our free webinar, [Webinar Title], where we’ll cover:
- [Topic 1, e.g., "The best lead generation strategies for 2025."]
- [Topic 2, e.g., "How to optimize your sales funnel for conversions."]
Details:
- Date: [Insert date]
- Time: [Insert time]
- Duration: [Insert duration]
[Register Now Button]
Seats are limited, so save your spot today!
Best regards,
[Your Name]
[Your Position]
Purpose: Create ad copy for platforms like Google Ads, Facebook Ads, or Instagram Ads.
| Ad Element | Example |
|---------------------------|-----------------------------------------------------------------------------|
| Headline: | "Get More Leads in Less Time!" |
| Subheadline: | "Download our free checklist for actionable lead generation strategies." |
| Body Text: | - "Are you struggling to generate consistent leads? Our checklist gives you proven tips to fill your pipeline." |
| CTA Button: | [E.g., "Download Now" or "Get the Checklist"] |
| Visuals: | - Eye-catching graphics
- Checklist cover design
- Highlighted benefits |
Purpose: Nurture leads after initial contact to keep them engaged.
Subject Line:
Following Up: [Specific Offer or Meeting Discussion]
Body:
Hi [First Name],
I hope this message finds you well! I wanted to follow up on our recent discussion about [specific topic, e.g., "your marketing goals"].
If you’re still exploring solutions, here’s a quick summary of how we can help:
- [Benefit 1, e.g., "Increase traffic to your website by 50%."]
- [Benefit 2, e.g., "Save 20% on marketing costs with our tools."]
Let me know if you’d like to dive deeper or if there’s a good time for a call this week.
Looking forward to hearing from you!
Best regards,
[Your Name]
[Your Position]
[Your Company]
Purpose: Qualify leads by gathering key information to assess their potential.
| Section | Details |
|---------------------------|-----------------------------------------------------------------------------|
| Form Title: | [E.g., "Tell Us About Your Business!"] |
| Fields: | - Name
- Email
- Phone Number
- Company Name
- Industry
- Annual Revenue (Dropdown: <$1M, $1M-$10M, >$10M) |
| Key Questions: | - "What’s your biggest business challenge?"
- "What’s your goal for the next 12 months?"
- "Have you used similar solutions before?" |
| CTA Button: | [E.g., "Submit and Get Your Free Consultation"] |
Purpose: Track and manage leads throughout the sales funnel.
| Column | Description |
|---------------------------|-----------------------------------------------------------------------------|
| Lead Name: | [Insert lead’s name] |
| Contact Info: | [Email, phone number, LinkedIn profile] |
| Source: | [E.g., Website form, ad campaign, webinar] |
| Lead Score: | [Assign a score based on qualification criteria] |
| Stage in Funnel: | [E.g., New Lead, Contacted, Nurtured, Proposal Sent, Closed] |
| Follow-Up Date: | [Insert follow-up date] |
| Notes: | [E.g., "Interested in a demo next week."] |
Purpose: Encourage existing customers to refer leads.
| Section | Details |
|---------------------------|-----------------------------------------------------------------------------|
| Program Name: | [Insert program name, e.g., "Refer and Earn"] |
| How It Works: | 1. Refer a friend or colleague to our service.
2. If they sign up, you earn [specific reward, e.g., $50 gift card]. |
| Rewards: | - [E.g., "$50 credit for the referrer and the new customer."] |
| Eligibility: | [E.g., "Open to all existing customers."] |
| CTA: | [E.g., "Invite Your Friends Now"] |
Purpose: Automate a series of emails to nurture leads over time.
| Email | Timing | Content |
|---------------------------|--------------------------|--------------------------------------------------------------------------|
| Email 1: Welcome | Immediately after sign-up| [E.g., "Thank you for joining! Here’s how our solution can help you."] |
| Email 2: Value Add | 3 days later | [E.g., "Download our free guide to maximize your results."] |
| Email 3: Testimonial | 7 days later | [E.g., "See how [Client Name] achieved success using our solution."] |
| Email 4: Offer | 14 days later | [E.g., "Here’s an exclusive discount just for you."] |
| Email 5: Final Follow-Up | 21 days later | [E.g., "We’d love to hear your thoughts—let’s schedule a quick call."] |
Purpose: Generate leads through social media posts.
| Post Element | Example |
|---------------------------|-----------------------------------------------------------------------------|
| Headline/Caption: | "Struggling to find leads? Download our free checklist for instant results!" |
| Body: | [Explain benefits, e.g., "This checklist helped 500+ marketers double their lead generation in just 30 days."] |
| Visuals: | - Infographic or checklist preview
- Eye-catching CTA button |
| Link: | [Insert landing page link] |
| Hashtags: | [E.g., #LeadGeneration #FreeDownload #MarketingTools] |