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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
2
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 2024
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Month
TodayFit
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Add project
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Project List
2
Project Name
Start date
End date
Phase
Dependencies
Notes
1
Kickoff Call and Project Onboarding
Sep 11
Sep 13
Project Onboarding & Research
​
2
ICP Research and Development
Sep 14
Sep 20
Project Onboarding & Research
Client to provide access to existing persona research
3
Messaging Framework Development
Sep 21
Sep 27
Messaging & Funnel Planning
ICP must be completed and signed off
4
Conversion funnel strategy
Sep 28
Oct 4
Messaging & Funnel Planning
Messaging Framework must be signed off
5
Landing Page Design and Development
Oct 5
Oct 11
Development & Partner Outreach
Conversion Funnel Strategy must be approved
6
Presentation Slide Deck Development
Oct 12
Oct 18
Development & Partner Outreach
Messaging Framework must be approved
7
Partnership Outreach and Alignment
Oct 23
Oct 29
Development & Partner Outreach
Presentation development in progress
8
Webinar Scheduling and Promotion
Oct 11
Nov 16
Scheduling & Promotion
Landing page and presentation must be complete
9
Webinar Hosting
Nov 2
Nov 16
Webinar Execution & Tracking
Webinar must be scheduled and promoted
10
Lead Tracking and Reporting
Nov 2
Nov 17
Webinar Execution & Tracking
Webinar must be hosted
11
Funnel Optimization and Analysis
Nov 17
Nov 27
Optimization & Future Planning
Initial webinar data must be available
12
Partner Prospecting for Webinar #2
Nov 20
Nov 30
Optimization & Future Planning
​
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