Team Quarterly Planning
Team Planning
This section describes the alignment between team activities and business objectives, showing how these initiatives drive key performance metrics forward.
Table
Metric
Goal (H2)
Key Activities (Q3)
Key Activities (Q4)
Awareness (TOFU) Social Media Impressions: 300,000 Launch new LinkedIn thought leadership campaign Launch partnership content series with industry influencers
Acquisition: Interest (MOFU) MQL: 1,200 SQL: 300 Launch SEO content cluster on AI-powered collaboration Webinars targeting mid-market accounts
Acquisition: Intent (MOFU) Accepted Opps: 90Pipeline: $3.0M Roll out targeted ABM (Account Based Marketing) pilot Expand ABM to verticals: Healthcare, Financial Services
Acquisition: Purchase (BOFU) Conversion Rate (Demo → Closed-Won): 42% Sales enablement refresh: new objection handling materials Competitive deal desk playbook + advanced negotiation training
Adoption Activation Rate: 65% within 30 days Launch AI-powered onboarding assistant Expand in-product nudges based on user behavioral data
Retention Retention Rate: 92% New customer success health score framework Launch customer advisory board + initiate quarterly EBRs
Monetization Upsell Revenue Growth: +15% Launch “AI Plus” premium add-on package Execute cross-sell pilot for adjacent products
Marketing Website Conversion Rate: 3.5% Optimize homepage for industry-specific messaging Launch dynamic case study personalization
Major Product Milestones GenAI-powered meeting summary v2 Launch beta of real-time AI meeting assistant Roll out multi-language AI summarization
