Demand Generation Toolkit

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Measure against the End To End client lifecycle to understand Demand Generation through loyalty, implement a continuous Feedback Loop to understand and monitor against KPIs, and create longitudinal benchmarking for trending and Continuous Improvement.

More Uses of the Demand Generation Toolkit:

  • Ensure you foster; build integrated, Omni Channel Content Strategy for B2B digital Marketing Campaigns designed to drive Demand Generation, Sales Conversion, and credibility for the business.

  • Develop Demand Generation strategies in collaboration with vertical marketing, Channel Marketing, product Marketing And Sales colleagues.

  • Establish effective working relationships with sales and organization leadership to ensure that your products and services are effectively represented and activated using Sales Enablement and marketing Demand Generation programs.

  • Provide executive level transparency of Demand Generation and marketing results on a weekly, monthly and quarterly basis.

  • Systematize: proactively identify important trends and observations in your performance results to inform Demand Generation, Data Science, and Digital Marketing initiatives.

  • Initiate: mentor emerging leaders and front line Team Members in the pursuit of continued improvement, development, and learning in Demand Generation, growth, and other areas of marketing and Business Development.

  • Make sure that your operation assess prospects marketing Technology Stacks and Demand Generation processes to determine potential product fit and recommend solutions to Account Executives.

  • Ensure you devise; build coordinated campaigns across Demand Generation, Product, and Product Marketing Teams to maximize results.

  • Drive: diligence driving opportunities in assigned area associations, Thought Leadership, content and Demand Generation.

  • Systematize: own Campaign Strategy and demand journeys by leading cross functional teams across Demand Generation, Field Marketing, Digital Marketing, Product Marketing, and Marketing Operations.

  • Drive corporate brand and messaging through website, content, and Demand Generation coordinating with ___ to ensure brand consistency on web and Mobile Applications.

  • Support the service Design Management in driving proactive Ideation and Demand Generation of New Services and existing service enhancements.

  • Maximize the impact of new product releases by coordinating the launch activities of the Product Management, corporate marketing, and Demand Generation teams.

  • Drive: map all stages of the early prospect engagement process awareness, interest, desire, action to identify opportunities for Content Marketing, Demand Generation and Sales Engagement.

  • Support Digital Marketing and Demand Generation Efforts that involve a variety of day to day tasks to drive campaign development and go to Market Strategies.

  • Manage execution of multiple projects as creating assets, outbound communication, supporting Demand Generation programs and running events.

  • Establish: architecture Demand Generation and growth Marketing Programs, which drive top of funnel awareness and optimize the path to conversion.

  • Collaborate closely with Demand Generation, Marketing Operations, Digital Marketing, Product Marketing, Partnerships, Sales, and Customer Success to increase transparency, communication, and campaign success.

  • Communicate and coordinate with Contact Center leadership to achieve appropriate staffing levels to convert Demand Generation into profitable customer conversions.

  • Standardize: own design, planning, and execution of Demand Generation strategy while collaborating across your organization to understand and address the needs of your customer base.

  • Provide leadership at the SMO level to help drive proactive Ideation and Demand Generation of New Services and existing service enhancements.

  • Drive: plan and execute End To End Demand Generation campaigns to address the entire funnel from awareness to revenue conversion.

  • Drive Demand Generation and lead nurturing programs, with an emphasis on Data Driven Decisions for generating qualified leads and securing Sales Meetings.

  • Pilot: leverage Internal Stakeholders from Presales, legal, Demand Generation and Business Development to drive leads, marketing activities and close deals.

  • Unify your organization brand and build the Marketing Organization, processes and efforts to drive Brand Recognition, corporate communications and Demand Generation across all products.

  • Organize: in conjunction with Marketing Operations (future), Demand Generation, sales, and Customer Success, develop a Customer Segmentation strategy where the outputs are customers lists for each of the program types.

  • Ensure you conceptualize; lead and transform your Demand Generation strategy, planning and execution, collaborating extensively in and out of Marketing.

  • Organize: partner with internal content teams to deliver effective content for digital Demand Generation programs, supporting each stage of the buyer journey for targeted personas.

  • Formulate and develop strategies and plan to build successful Demand Generation by leveraging deep understanding in Market intelligence, insight, and data.

  • Ensure you build; build, maintain, and implement Best Practices for Marketing Automation and Demand Generation in Campaign Management, lead routing, processes, and Data integrity.


Save time, empower your teams and effectively upgrade your processes with access to this practical Demand Generation Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Demand Generation related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Demand Generation specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Demand Generation Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Demand Generation improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Are your goals realistic? Do you need to redefine your problem? Perhaps the problem has changed or maybe you have reached your goal and need to set a new one?

  2. How will success or failure be measured?

  3. Can management personnel recognize the monetary benefit of Demand Generation?

  4. How will you motivate the stakeholders with the least vested interest?

  5. What is the overall talent health of your organization as a whole at senior levels, and for each organization reporting to a member of the Senior Leadership Team?

  6. What are your outputs?

  7. Is a Demand Generation Team Work effort in place?

  8. To what extent does each concerned units Management Team recognize Demand Generation as an effective investment?

  9. What can you control?

  10. How do you use Demand Generation data and information to support Organizational Decision Making and innovation?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Demand Generation book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Demand Generation self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Demand Generation Self-Assessment and Scorecard you will develop a clear picture of which Demand Generation areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Demand Generation Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and Manage Demand Generation projects with the 62 implementation resources:

  • 62 step-by-step Demand Generation Project Management Form Templates covering over 1500 Demand Generation project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Demand Generation project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Demand Generation Project Team have enough people to execute the Demand Generation Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Demand Generation Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Demand Generation Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Demand Generation project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Demand Generation project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Demand Generation project with this in-depth Demand Generation Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Demand Generation projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based Best Practice strategies aligned with overall goals
  • Integrate recent advances in Demand Generation and put Process Design strategies into practice according to Best Practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Demand Generation investments work better.

This Demand Generation All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.