Think Forward

Strategy Meeting | Lead Generation System


Our Lead Generation System Strategy Session is formed of three elements. Firstly we have a Discovery Meeting, which is a virtual meeting between you and our team. In this meeting we’ll discuss your business and the products / services that you offer. After the call, we’ll create a Planning Document which details your new lead generation system in more detail. Finally, our System Map provides an ‘at a glance’ overview of your entire lead generation system. This document is ideal for planning out and building your system.

Lead Generation Discovery Meeting:

We will have a virtual meeting with you to discuss your business and your core offer to your customers. We’ll listen to you and we’ll ask you questions to drill down into the specifics. We’ll want to understand what problems your customers have and how your products / services solve these problems.

Lead Planning Document:

After the Discovery Meeting, we’ll use the notes that we’ve created to put together a Planning Document. This document details your new lead generation system, focusing on requirements and goals, as well as the purpose of your new system. This should be used alongside the System Map when setting up your lead generation system.

Lead System Map:

The System Map is a top-down overview of your new lead generation system. It provides you with an ‘at a glance’ overview of how all of the elements of the system fit together. The System Map can be used in conjunction with the Planning Document as a checklist for the creation of the lead generation system.



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