Company’s Overall 2023 Sales Goals

Goal 1: Bring in X new clients

Goal 2: Generate Y more revenue

Company’s Goals Working with Leap

Goal 1: Leap brings in XA new clients

Goal 2: Leap generates YA more revenue

Company Goals for 2023

Client’s Revenue Strategy [LINK]

Principal Revenue Source

A description of the main offering of client and what people/organizations receive in exchange for providing client with revenue.

Additional Revenue Opportunities

A list of projects, one-offs, or other opportunities that client also can generate revenue from beyond their principal revenue source

Revenue Sources

GO Mindset

GIVE First

We create value for our prospects, clients, and other stakeholders. We don’t ask for value from them. We GIVE value to them:

  • Examples of value to offer

OTHER Focused

It’s about what our prospects and clients want. Here are some of the most common things our Ideal Customers want:

  • Examples of what they care about

Time is of the essence.
Let’s GO!

LEAP System

Step 1: LEADGEN

Full List of Cold Leads

Tactics

  1. Outbound List

  2. Nearbound Partnerships

  3. Inbound Marketing

Step 2: EDUCATION

Pitch Deck

Hooks

  1. First Hook

Educational Resources

  • Link to articles, videos, and more

To Learn About Leads

  • Link to Prospect Profile

  • Link to Standard Prospecting Questions

Step 3: ASK

Asks to Track

Pitches

  1. Elevator Pitch

  2. 5 Minute Pitch

  3. Proposal Template

Actual Proposals

  1. To Track

Step 4: PARTNER

Moves Management List

Additional Activities

  1. Events Calendar

  2. Communications Calendar

  3. Referral Hooks

Keeping Track of Tasks:
Client’s Trello Board [LINK]

Other Resources

  • All Materials in Google Drive

  • Meeting Notes

  • Links to Leap Revenue Trainings

Leap Monthly Reports

  • Monthly Links

Background Material

  • Previous Pitches

  • Previous Reports

  • Client Testimonials

Ideas For the Future

  • Idea 1: X

  • Idea 2: Y

  • Idea 3: Z