1.Business Case/ROI Expected: a. What is the objective of this activity/event? Select Company Awareness Vendor/New Product Launch Loyalty/Retention Sales/Business Development Other Other: b. How does it fit into your overall marketing plan?................................................ ......... c. What is the estimated size of the target or audience?................................................... d. How many inquiries do you want?.......................................................................................... ................................ e. How many qualified leads do you want?.............................................................................................................. .................. .... f. How many closed sales do you want?............................................................................................... .......................... g. What average revenue could be expected per closed sale? ....... h. What annual sales revenue do you want from this initiative? ... 2.Target Audience: a. Who is your target audience? SMB SME Enterprise Federal State&Local b. What is the target vertical industry(s)? .............. c. What is the target job function or department? d. What is the target geography?................................................................................... 3.Vendor Solution Area: a. Around which Vendor(s) is the initiative focused? b. Around which Vendor Product(s)? ............................................................. c. Around which Vendor Programs(s).................................... 4.Activity/Event Description: a. Direct Marketing: Direct Mail eMail Telemarketing Advertising b. Publicity/Public Relations: Select New Vendor/Product Offering Case Study/Success Story Other Other: c. Event: Select In Person Seminar Breakfast/Luncheon Briefing Teleconference Webinar/Webcast Industry Trade Show/Exhibition Other: Other ...........................Other:... 5.Program Details: a. Planned : Location(s): Date(s): b. What is your specific “compelling offer” to get their interest? Select Problem & Solution Information/Education Discount Free Trial Peer Collaboration Other Other: c. How should we target & recruit prospects or attendees? Telephone eMail Direct Mail Advertising d. Do we need to qualify prospects/attendees based on: Industry Company Size Job Title/Function Vendor/Product Usage Other e. Will it involve multiple contacts and steps including: Recruiting Web Landing Page Inquiry or Registration Fulfillment Follow-up Other 6.Prospect List Source: a. Where should we get the prospect list? Select VAR Owned List Purchase from 3rd Party b. Size of List: 7.Program Materials: a. Have you previously developed any of the following materials that can be repurposed for this initiative? Brochure Flyer Case Study White Paper Telemarketing Script Advertising Copy Direct Mail eMail Newsletter Seminar Agenda PowerPoint Press Releases Survey Exhibit Booth Other: Vendor Materials: 8.What is your source of funding for this initiative? a. Own Company Marketing Funds (Amount $................................................................... b. Vendor Coop Marketing Funds (Past Revenue Based) (Amount $ c. Vendor MDF (Proposal Based) (Amount $.......................................................................................... d. VAD Coop Marketing Funds (Revenue Based) (Amount $............. e. VAD MDF (Proposal Based) (Amount $....................................................................... f. .Other (Specify):
