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| Priority 1 - High 2- Medium 3 - Low | Fleet Management Webcast Market Maker | Responsible | Due Date | Status 7/30/09 | ||
| Agree on Webcast topics & tagline | Completed | Get Hitachi OTM practice on a joint call with Oracle OTM IBU and Tony Goolsby. | ||||
| Set up cadence calls every Wednesday,starting July 29 | Lindsey | Completed | Purpose- status updates, decisions, action items, etc. Include BDC representative. | |||
| 1 | Confirm Speaker, select webcast date | All | 8/5 | Sept 16? Based on speaker and contact list availability. Pending speaker TBD and adequate funding. If the speaker decision delayed past 8/7 then we need to move out the webcast one week. | ||
| 1 | Target Account List Completed | Lindsey | 8/5 | Need DUNS Numbers associated with current list to pull from GCM. | ||
| 2 | Review marketing calendar for conflicts | Handley | 8/7 | Confirming 16th for now, Russell can get this onto the marketing calendar. Check via internal website against what is being planned for September | ||
| 3 | Create Team Workspace - external | Zaremba | 8/5 | |||
| 2 | Develop eVite _Rough Draft | Lindsey | 8/7 | Send rough draft to key stakeholders for review and edits. - Dependant on speaker | ||
| 1 | Acquire mailing lists | Zaremba / Handley | 8/7 | Funding secured, phone and email on GCM list pull, list being purchased through Jigsaw. Russell will request phone and email list when pulling in GCM | ||
| GCM Code | Zaremba / Handley | Completed | Do we already have one - Colleen checking will update Russell, determine if the correct follow up channel has been set and budget is tied to this code | |||
| Funding approved | Hughes / Handley | Completed | Jill confirmed verbal approval for $5,000, needs to be associated with the GCM code, Hitachi has confirmed $2,500 | |||
| 2 | Check BDC availability | Zaremba | 8/7 | Optional support model. Colleen will go to BDCs directly and Lindsey will ask field to conact BDCs | ||
| 3 | Identify Top 12 targets for field execution | Lindsey/Tweedy | 8/7 | |||
| 2 | Finalize POV paper | Ward/Lindsey | 8/7 | |||
| 2 | Finalize eVite / Registration site | Handley | 8/12 | Speaker and date must be final | ||
| 2 | Develop script for BDCs | Lindsey/Zaremba | 8/7 | |||
| 2 | Send campaign launch memo | Zaremba | 8/7 | Alert BDCs of upcoming webcast and training events | ||
| 1 | Check OU availability | Handley | Russell went back to OU and we can get it recorded but just not hosted through them for customer use. This will allow us to have a downloaded version of the iSeminar for reuse that we can host | |||
| 2 | Final POV's, value proposition and reasons to attend the webcast | Ward/Lindsey | 8/17 | |||
| 2 | Red banner to Oracle and Hitachi sales teams | Handley | 8/10 | Leverage launch memo to formally announce/kick-off campaign in field, Present value prop and talking points to generate interest and to get them to invite customers. Include POV, Fleet data sheet. | ||
| 2 | BDC webcast- kick off by sales executive | Lezama/Lindsey/ Zaremba | 8/10 | $ ? incentive to most invited, most attended, most prospects?? Need to confirm BDC participation before we plan this element. Optional call. Colleen would schedule. Possibly do a recorded replay to have available onDemand | ||
| 2 | Weekly Status report | Zaremba / Handley | 8/10 | Send out reg list, etc | ||
| BDC's and Sales start calling | Zaremba/Lindsey | 8/17 | Need 3-4 weeks to drive attendance | |||
| 2 | eBlast to List | Handley | 9/1 | 2 blasts one 2 weeks before event one 2 days before | ||
| 3 | Draft decks due | Lindsey/Hitachi | 8/24 | |||
| Presentation walk thru | Lindsay-Tweedy | 8/28 | ||||
| Final deck due | Zaremba/Lindsey | 9/4 | ||||
| Dry run | Handley | 9/11 | Check for timing and final changes | |||
| WEBCAST | Handley / Zaremba | 9/16 | ||||
| Post collateral on OIM | Lezama | 9/18 | All collateral, eVite, red banner, solution overview, presentation and final lists will be posted in OIM for future reference | |||
| Develop attendence list | Zaremba / Handley | 9/18 | The list of those invited, accepted and actually attended will be circulated to teams | |||
| Email thank you | Lindsey/Tweedy/ Handley | 9/18 | Email by both Oracle and Hitachi to invited, accepted and attending, This can be automated by the marketing system - we control the content in this email | |||
| Post Mortem review | Lezama | 9/18 | What worked, did not work | |||
| Track results of follow up calls by BDC's | Lezama /Zaremba | Ongoing | Any new opportunities generated by this webcast have to be entered into GCM with a special code to track the effectiveness of these campaigns | |||
| Track revenue thru GCM | Lezama / Zaremba | Ongoing |
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Colleen.Zaremba |
Latest page update: made by Colleen.Zaremba
, Aug 7 2009, 7:01 PM EDT
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