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* 1. Background: what aspect of your business are you trying to grow?

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* 2. Campaign Name: give a short name to your marketing campaign

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* 3. Target client prospect, by average employee count ?

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* 4. Target client prospect, by geography and/or vertical?

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* 5. Goal: estimate the number of qualified leads?

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* 6. Goal: estimate the number of new clients won?

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* 7. Goal: estimate the total retail dollar value of products and services from the new clients over 12 months?

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* 8. Goal: estimate the total dollar value TO EFOLDER of new clients won over 12 months?

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* 9. Strategy: what marketing strategy will you employ to drive new leads and opportunities? [eg. lunch and learn; webinar; client appreciation event; open house; direct mail; etc.]

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* 10. Tactic: campaign dates?

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* 11. Budget: what is your total anticipated out of pocket cash expense for this campaign?

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* 12. Budget: how many MDF dollars are you requesting from eFolder?

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* 13. Confirm: I understand that I will front all the marketing expenses and that eFolder will process my MDF reimbursement as a bill credit on my eFolder invoice?

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* 14. Budget: are any other vendors helping sponsor the campaign?

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* 15. Budget: how many hours of time will you and your staff invest in the campaign?

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* 16. Question: do you need eFolder assistance with marketing content?

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* 17. Question: do you need on-site eFolder assistance with your marketing event?

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* 18. Question: do you have a full time marketing employee?

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* 19. Question: how many quota carrying salespeople do you have on staff?

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* 20. Single point of contact:

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