Cross &Up-Sell Campaign Template

Cover Page Your Name Budget for the event Date of the event Where and when Project Code

Overview Provide a high-level summary of what your campaign looks like.

Goals and Expectations Write about the what you are trying to accomplish with your campaign and the

expected outcome. It’s helpful to see your thoughts behind these key assumptions and what is your anticipated ROI is.

Service or Product to promote

What product or service are you focusing on? Example 1

Target Audience Who are you going to be targeting with your campaign and how does the

product you selected make sense for them?

Forum / Venue / Platform How are your going to reach your audience? If there is an event element to your

campaign, where is it going to be held? What is the date or timing? If you are using email, direct mail or the Inside team, please outline when and how you expect to do that.

Message If you’ll be leveraging an email, poster board, or direct mail piece - what are you

going to say?

Budget Provide a breakdown of your budget. IE: Postcards, rental items, food and

beverage.

Requests for Marketing Here are a few things we can support:

Email Template Lists Promotional items to hand out Messaging editing – it’s up to you to develop the bulk of what you’d like to say if you have

an outbound element to your campaign. Leveraging the Inside Sales team to get attendees to an event

Some things that you’ll be expected to handle: All estimates associated with your venue or entertaining Expensing room rentals, food and beverage tabs, tickets

Please let us know any other pertinent information surrounding your campaign!