The brief
This three-month ERP lead-generation proposal connects research and preparation with campaign activation, buying-group education and qualified evaluation.
Objective: Create relevant enterprise consultations for an ERP services offer through a sequenced campaign.
Target audience
- CIOs and IT leaders evaluating system change and implementation requirements.
- CFOs and operations leaders assessing process, reporting and business value.
- Relevant organisations in sectors such as manufacturing, retail and healthcare, subject to validation.
Strategy and key decisions
Start with the business problem
Create separate messages for finance, operations and technology buyers rather than treating all ERP interest as the same need.
Sequence education and consultation
Use practical content and a problem-led webinar to build understanding, then offer a consultation to buyers with a relevant use case.
Nurture the buying group
Follow engagement with appropriate proof, implementation questions and business-value content. Record the account and use case in CRM.
Prioritise sales readiness
Judge the campaign by accepted consultations and qualified opportunities. Set supporting traffic and engagement targets after the pilot.
Channel roles and measurement
Proposed channel approach| Channel | Job | Measure |
|---|
| Search | Capture relevant ERP service and implementation intent. | Accepted enquiries and consultation conversion. |
|---|
| Professional social | Reach sector-specific business and technology roles. | Relevant account engagement and qualified responses. |
|---|
| Webinars and content | Explain process problems, evaluation questions and implementation considerations. | Qualified participation and follow-up conversations. |
|---|
| Email nurture | Support the evaluation with role-specific content. | Meaningful engagement and discovery readiness. |
|---|
| Retargeting | Help engaged buyers return to the appropriate service offer. | Qualified consultation requests. |
|---|
30-60-90-day roadmap
Days 1-30Research and prepare
Validate sectors, personas, competing messages and the campaign offer. Create the landing page, approved proof and CRM journey.
Days 31-60Activate and nurture
Launch a limited search and professional-social test. Run the educational session and segment follow-up by interest.
Days 61-90Support qualified evaluation
Offer relevant demonstrations or solution assessments. Review consultation quality with Sales and adjust spend by opportunity evidence.
How I would measure success
- Accepted enquiries by sector and buying role.
- Webinar-to-consultation conversion.
- MQL-to-SQL conversion and consultation attendance.
- Qualified opportunities, stage progression and acquisition cost.
Decision rule: Expand the campaign only when the target sectors and consultation path show credible opportunity potential.