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Funnel StagePerceived Level of EffortEstimated Time InvestmentCash InvestmentEstimated Timeframe to ROIMy Excitement Level
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Firm's Current Preferences:Top (Awareness)AnyMax 12 hours per week, totalMax $1,200/monthShort term8+
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Marketing Ideas:
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Daily Twitter posts to my 502 followersMiddle (Engagement)Low6 hrs to start, then 30 min/dayNoneLong term (12+ mo)5
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LinkedIn networkingMiddle (Engagement)Medium 6 hrs to start, then 40 min/dayNoneMedium term (I might have warm leads)7
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Google Search AdsTop (Awareness)Medium, then Low10 hours to start, then 1 hr/week$200 per monthShort term (Could convert this month)8
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Improve website visitor conversionBottom (Conversion)High5 hours per week for me + hire contractor$2,000 totalMedium term (I might have warm leads)10
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How to Use the Decision Matrix
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STEP 1:In Row 2, fill in the firm's current preferences for each column. Take time to be realistic and honest.
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STEP 2:Add the name of your marketing ideas to Column A.
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STEP 3:Complete each column for each idea, to the best of your knowledge. If you need help, post a question in the XYPN Member Forums, ask your peer group, do online research about averages, or speak with an expert.
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STEP 4:Identify 1 or 2 columns that are most important to match up with your preferences (i.e. "Our next idea needs to match our preferred Cash Investment and Funnel Stage")
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STEP 5:Identify the idea(s) that match your current preferences. If there are none, it's time to generate more ideas, or adjust your vision of a current idea.
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STEP 6:Execute the prioritized idea! Create a step-by-step action plan that outlines every To Do item. This planning helps break large projects into specific approachable tasks, and decrease procrastination.
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LATER:Repeat Steps 1-6 when you're ready to implement another new idea.
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