Purpose: Help Sales quickly understand the context and value of the lead.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Vivamus varius condimentum augue, cursus venenatis risus vehicula sit amet. Quisque non sollicitudin tellus, id eleifend augue. Etiam sed placerat ante, eu mattis magna. Suspendisse sagittis augue vitae justo laoreet, et gravida tortor aliquam. Nulla dictum, ex sit amet cursus malesuada, nisi risus facilisis nisl, posuere tempor sapien purus et eros. Sed ac mauris sed augue ultricies malesuada vitae at orci. Sed sodales id ligula sit amet sagittis. Nullam neque sapien, porta sit amet semper vel, tempor consectetur enim.
Include:
- Channel Type - e.g., Webinar, Industry Event, Content Syndication, Paid Social
- Topic or Offer - What was promoted? (e.g., "AI Readiness Assessment")
- Target Audience - Who was it aimed at? (e.g., "Diana persona" "Medical Affairs leaders")
- Intent Signal - What action did the lead take? (e.g., "Expressed business need")
Formula to Follow:
[Channel Type] - [Topic/Offer] for [Audience]; Lead engaged via [Action]
- Webinar Advancing AI in Study Startup for clinical leaders; Attended live session and completed survey responding an upcoming RFI
- Paid Social - Variety of Medical Affairs thought leadership assets for Diana and Kelly personas; Downloaded TL asset from LinkedIn (see playbook for details)
- Email Nurture - Thought Leadership landing page for Oct. Virtual Conference registrants that had asked for more information on conference topics; Submitted form expressing business need
Tips:
- When necessary, use abbreviations where clear (e.g., "Reg'd" for "Registered")
- Avoid internal jargon or acronyms unfamiliar to Sales
- Focus on what Sales needs to know to prioritize and personalize outreach