|Task||Task Description||Task Owner||Start Date||Due Date|
Completed On Time?
|Completed Date||Approved ?||Approved Date|
|Day 1: Schedule a Meeting for Resource Mapping||Meet with your market development team to discuss resources, skillsets, and perspectives.||2019-04-01||2019-04-01|
Day 2: Go Through Current Marketing and Sales Processes
Go through the current marketing and sales processes and address any roadblocks or areas of improvement
Day 3: Review Current Marketing and Sales Technology Stack
Review all of the current marketing outeach programs and tactics and determine what elements should be kept, changed, or removed.
|Day 4: Review Customer Lifecycles|
Look at the different customer profiles and their lifecyle scenarios. Review their acquisition channels, CAC, and projected LTV for the different profiles.
|Day 5: Map the Current Accounts and Review Pipelines|
Review current account and pipeline lists. Note any trends or observations about which are the most valuable and why.
Day 6: Answer the Question "What is Your Ideal Custome Profile"
|Using the information from customer account data, define your Ideal Customer Profile (ICP).||2019-04-06|
|Day 7: Prioritize the Current Pipeline|
Review the current pipeline of opportunities and compare it to your newly defined ICP. Make sure that your ICP would fit into that pipeline.
|Day 8: Review the Current Customer Experience|
Walk through the UX and onboarding experience from the perspective of a customer. Note anything that hinders the customer experience.
|Day 9: Review pricing models|
Meet with leadership and finance to detemine the best pricing model for achieving a 1:1 CAC to LTV ratio or lower.
|Day 10: Define Customer Acquisition Strategy|
Determine the best strategies for acquiring ICP's and test them during initial market outeach.
|Day 11: Create a Data Acquisition Strategy||Create a data acquisition strategy to keep your funnel full of high quality ICPs.||2019-04-11|
|Day 12: Continue to Measure and Refine Your Strategy|
Keep track of how effective the strategies are and continue rifining them to maximize profit and efficiency.