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Proposal: SIE Employer Engagement & Leadgen
I. Implementation Roadmap
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I. Implementation Roadmap

High-level visual roadmap for SIE webinar and lead engine development

Summary of Phases

Phase 1: Project Onboarding & Research - Initial discussions and kick-off call to establish project fundamentals, along with the research to create an Ideal Customer Profile (ICP).
Phase 2: Messaging & Funnel Planning - Develop a comprehensive messaging framework and outline the strategy for the conversion funnel.
Phase 3: Development & Partner Outreach - Complete the technical and design aspects of the landing page, create presentation materials, and initiate partnerships.
Phase 4: Scheduling & Promotion - Finalize the schedule for the webinar and execute promotional activities to attract attendees.
Phase 5: Webinar Execution & Tracking - Host the webinar and track leads, providing comprehensive reporting on lead capture and engagement.
Phase 6: Optimization & Future Planning - Post-webinar analysis for funnel optimization and initiating planning for subsequent webinars.
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Roadmap
Kickoff Call and Project Onboarding
ICP Research and Development
Messaging Framework Development
Conversion funnel strategy
Landing Page Design and Development
Presentation Slide Deck Development
Partnership Outreach and Alignment
Webinar Scheduling and Promotion
Webinar Hosting
Lead Tracking and Reporting
Funnel Optimization and Analysis
Partner Prospecting for Webinar #2
Apr 2025
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Month
TodayFit
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Project List
Project Name
Start date
End date
Phase
Dependencies
Notes
Kickoff Call and Project Onboarding
Sep 11
Sep 13
​
ICP Research and Development
Sep 14
Sep 20
Client to provide access to existing persona research
Messaging Framework Development
Sep 21
Sep 27
ICP must be completed and signed off
Conversion funnel strategy
Sep 28
Oct 4
Messaging Framework must be signed off
Landing Page Design and Development
Oct 5
Oct 11
Conversion Funnel Strategy must be approved
Presentation Slide Deck Development
Oct 12
Oct 18
Messaging Framework must be approved
Partnership Outreach and Alignment
Oct 23
Oct 29
Presentation development in progress
Webinar Scheduling and Promotion
Oct 11
Nov 16
Landing page and presentation must be complete
Webinar Hosting
Nov 2
Nov 16
Webinar must be scheduled and promoted
Lead Tracking and Reporting
Nov 2
Nov 17
Webinar must be hosted
Funnel Optimization and Analysis
Nov 17
Nov 27
Initial webinar data must be available
Partner Prospecting for Webinar #2
Nov 20
Nov 30
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There are no rows in this table
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