SaaS Marketing- and Leadgeneration Plan Template (incl. Free Download)

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Besides the development of a superior product lead generation is a major challenge for a Software-as-a-Service. Especially in the B2B sector, as for us as Content Marketing Software, marketing channels are very fragmented und consist of many different campaigns and potential options that need planning and implementation through internal and external resources and in addition should be carefully analysed.

For a summary overview and to keep track of all our campaigns like exhibitions and events, pay-per-click campaigns, paid advertising, webinars and so on, besides linkbird for planning and cooperation on Content Marketing, we also use an intelligent Excel-plan. The Excel-plan will independently give a lead forecast, a target/performance comparison of goals and budgets, calculates campaign ROIs and compares different campaigns based on the relevant refunding time frames and much more. It is perfectly suited for every CEO, Head of Marketing or Marketing Manager in a SaaS company.

Advantages of the SaaS-Templates for SaaS-Founders and Managers

Here are some examples of the added value of the template (.xlsx) that is very well suited for each SaaS model

  • define goals in the SaaS-lead-generation clearly and can calculate important KPIs
  • keep a constant overview how many leads are planned in which marketing channel
  • each campaign is comparable to all campaigns or campaigns from the same channel
  • automatic alignment of objectives, planning and the results for optimal controlling
  • little manual maintenance through intelligent formulas, comparisons and drop-downs
  • and much more.

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>>More information and free download (.xlsx)
of the SaaS-lead-generation planning and controlling template!<<

Here some more insights…

Save goals for the coming months, calculate needed budgets, MRR goal, and time-to-ROI

Define and save relevant information of goals regarding number of leads, cost-per-lead, and lead to sale conversion-rate and more.

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Target/performance comparison

Target/performance comparison of goals, plans, and results will be created automatically based on the detailed plan.

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Detailed overview of lead-plans per channel

The detailed overview per marketing channel gives a great overview which channels should and will generate leads in the next months.

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Graphic comparison of goals, plans and performance of lead generation

Fast overview by comparing the most important KPIs.

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Every single SaaS-marketing campaign can be planned in detail and compared to others; the management summary automatically fills in the rest – this leads to a better and faster overview.

Since all those topics are relevant for SaaS-marketing deciders (thanks for the obtained in advance feedback) we provide the template now for free!

>>More information and free download (.xlsx)
of the SaaS-lead-generation planning and controlling template!

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Nicolai Kuban

Nicolai Kuban

Nicolai Kuban is Co-Founder & CEO of linkbird a Content Marketing Workflow Software for teams and active as an entrepeneur and online marketer since 2006.

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  • Thanks for sharing this detail overview and the strategies belongs to this SaaS Marketing- and lead generation Plan.