50+ Point Lead Generation Checklist for Small Businesses

Use this free lead generation checklist to help make sure your website is creating more leads for your business.

  • Goals and Objectives

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  • Determine if you want to measure the quantity or quality of leads (or both)

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  • Set your lead generation goals based on what your bigger business goals are

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  • Make sure to communicate your goal to your team (and motivate them to reach it)

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  • Setup tracking to measure the progress of your goal

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  • Landing Page

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  • Make sure your landing page has a clear CTA (call-to-action)

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  • Focus on the customers viewpoint

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  • Include an effective headline

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  • Use a clean and simple design

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  • Show of your social status

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  • Lead Magnet

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  • Solves a real problem your target market has

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  • Helps the prospect achieve something quickly

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  • Be specific in what you are aiming to achieve

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  • Be simple and easy to understand

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  • Create something high value that people actually want

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  • Make sure it is easily accessible for everyone

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  • Don’t forget to demonstrate your expertise in your lead magnet

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  • Traffic

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  • Blog - create useful content for your audience, answer FAQs and provide useful resources.

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  • Social media - (e.g. LinkedIn, Twitter, Pinterest, Google+, SlideShare, and YouTube).

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  • Pay-per-click Ads - (and remarking)

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  • SEO (organic search) - make sure your site is SEO ready to benefit from traffic from search engines

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  • Email marketing - create high quality emails and an email funnel for leads. Speaking of funnels...

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  • Email Funnel

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  • Choose the right email marketing software

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  • Set up a lead generation form to handle lead capture

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  • Create a sequence

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  • Connect form to sequence

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  • Content Plan

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  • Target audience personas and their needs.

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  • Understand any industry issues.

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  • Write about content that will attract people to your site

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  • Use formats people want to see. Remember, content isn’t just blog posts, but can be checklists and videos

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  • Decide on a publication frequency (e.g. weekly or monthly)

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  • Lead Nurturing

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  • Email marketing (consider what type of content to send them and how often)

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  • Use automated follow-up workflows and emails.

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  • Use lead scoring (for example by behaviour or by demographics).

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  • Define your audience and segment

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  • Offer valuable content in your lead nurturing emails for free

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  • Set objectives and goals for each email you send

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  • Develop a timeline for your lead nurturing emails

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  • Make sure to evaluate your success and optimize accordingly

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  • Campaign Management

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  • Check campaign content (to include up to date and accurate information)

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  • Have a social media promotion schedule in place

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  • Have an email promotion schedule.

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  • Setup an online advertising schedule (e.g. blogs, Google AdWords, LinkedIn Ads, Retargeting etc).

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  • And don’t forget about any offline promotions like direct mail or industry magazine articles.

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  • Measuring Lead Generation

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  • Website visitors by source (i.e. direct, organic search, paid search, social media, email, offline).

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  • Leads (website registrations) by source.

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  • Customers by source.

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  • Conversion rates.

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  • Content performance.

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  • Customer acquisition cost.

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This checklist was created by jsvxc

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