Tactic Keywords Worksheet [PUBLIC]

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3		https://www.tactic.fyi
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6	Prospecting playbook: worksheet
7	How to use this worksheet: prospecting is about finding champions with a pain point that you can solve. This worksheet helps you outline the insights your team needs to research, so that you talk to the right person, at the right time, with the right message. You get a playbook for your team, and you can also automate the research on Tactic.
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10	Targeting ideal customers
11	What are the key questions that you ask to prioritise one prospect over the other?
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13	Category	Insights needed
14	People: How big are particular teams?	size of marketing team
15	People: Are there key executives who could be champions?	Is there a CMO?
16	People: Who do we need to target to find the right decision makers and champions?	CMO, VP marketing, VP demand generation
17	Business model	Do they sell anything online (i.e. have a shopping cart)?
18	Technology usage	Do they use Marketo? Are they cloud native (i.e. on AWS/GCP)?
19	Use of competitor	Do they use Klaviyo, Customer.io, Hubspot, or Salesforce Marketing?
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22	Timing your conversation
23	What are the compelling events and triggers that mean its the right time to buy?
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25	Category	Insights needed
26	Funding	Do they have VC funding?
27	New executive	Have they hired a new CMO?
28	Hiring	Are they hiring in marketing and marketing operations?
29	New products	Are they launching a new product/service?
30	M&A	Is there an M&A event?
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34	Personalising your messaging
35	What are the 'golden nuggets' that would open doors?
36	Category	Insights needed
37	Quotes	quote from CMO
38	Interviews	Interviews with anybody in product
39	Podcasts	Podcasts with anybody in marketing
40	Blogs	Blogs about key executives at a company
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