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Sales and Marketing Enablement Toolkit

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Sales Enablement
Marketing Materials
Campaign Launchpad

Sales Enablement

Enable your sales team to properly sell the value of XOi’s enriched data and reports.

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Sales Guide

How to Use the Advisor Report

A guide on how to use XOi's data points to sell profitability and contracts to your customers.

Google Slides Powerpoint
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Presentation

Advisor Report Presentation Template

A strategic presentation offering technical insights that will aid in decision-making to meet your customer's immediate and long-term objectives.

Google Slides Powerpoint

Marketing Materials

Market the power of data to current and future customers.

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Sales Sheet

Why Data Matters To Your Business

A sales sheet that details how data can boost a business's profitability and improve the capital planning process.
Google Slides Powerpoint
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Email Campaigns

Suggested email campaign copy to use in your sales and marketing efforts.

Customized: Sales Rep Customized: Customer Data

Marketing Campaign Launchpad

Your resource for campaign themes, launch templates, and checklists

Marketing Campaign Themes

Datapoints you can use to sell profitability and maintenance to customers

Marketing
Campaign Theme		 Purpose Datapoint
1		 Datapoint
2		 Datapoint
3
Refrigerant Phase Out Identifying units that are on the EPA's refrigerant phaseout list, you can educate on EPA regulations and promote phaseout plans Refrigerant Type
Age and Refrigerant Phase Out Identifying units that are old and on the EPA's refrigerant phase out list, you can promote phaseout of older units that fall under EPA regulations that will be more susceptible to issues, which could require additional costly refrigerant. Age Refrigerant Type
Age and Heat Type Identifying units that are old and have specific heating types, you can educate and speak on issues to be mindful of, common problems, and potential concerns that can arise. Age Heat Type
Age and Refrigerant Phase Out and Gas Heat Identifying units that are old, of a certain phased out refrigerant, and are gas heat—for those focused on electrification— having these three data points can convince a customer to replace their equipment. Age Refrigerant Type Heat Type - Gas
Useful Life Identifying units that are above a certain useful life percentage, you can communicate what to look out for in regards to aging units. Useful Life
Useful Life and Heat Type Identifying units that are above a certain useful life percentage, and also have specific heating types, you can speak to things to be mindful of, common problems, and potential concerns that can arise Useful Life Heat Type
Equipment Type and Heat Type of Gas Identifying units of a specific equipment type and of gas heat type, you can promote the need for checking burners, heat exchangers, and gas lines / gas valves. Equipment Type Heat Type

CAMPAIGN OVERVIEW

  • Define campaign objectives:
    Lead generation
    Brand awareness
  • Outline campaign goals & expected outcomes
  • Determine campaign theme, angle, and messaging
  • Identity stakeholders and team roles for campaign execution

TIMELINE

  • Set campaign stat and end dates. Identify key milestones
    content deadlines:
    Launch dates
    Reviews
  • Allocate timeline for pre-launch, launch, and post-launch activities
  • Establish dates for periodic check-in and adjustments
  • Create a calendar view for easy timeline tracking

CAMPAIGN MESSAGING

  • Draft primary messaging, focusing on the value proposition and benefits
  • Create clear CTA
  • Ensure all messaging is consistent across channels
  • Align messaging with branding and tone guidelines

AUDIENCE TARGETING

  • Define primary and secondary audience segments
  • Develop buyer personas to guide messaging and targeting
  • Identify targeting criteria, demographics, behavior interests
  • Adjust audience criteria based oncampaign goals (brand awareness vs conversion)

KPI's

  • Define key metrics for success:
    CTR
    Conversions
    Engagement rate
  • Set benchmarks or baseline metrics for each KPI
  • Identify tools or dashboards to track KPIs
  • Assign responsibility for KPI tracking and regular updates
  • Plan for mid-campaign KPI reviews to adjust strategy as needed

BUDGETING

  • Establish total campaign budget
  • Breakdown budget allocation by channel and activity
  • Allocate funds for contingency in case of unexpected costs
  • Set budget limits for each stage of the campaign
  • Track spending throughout the campaign to stay within budget

PERFORMANCE REVIEW

  • Schedule post-campaign review meeting
  • Collect and analyze data for each KPI
    Evaluate campaign ROI
  • Identify successful elements and areas for improvement
  • Document key learnings and recommendations for future campaigns
  • Share findings with stakeholders and update and related campaign resources

Step 1

Campaign Overview

Outline the campaign's objectives, theme, and primary goals.

Step 2

Timeline

Set clear start and end dates, along with key milestones, to keep the campaign on schedule.

Step 3

Campaign Messaging

Craft compelling, consistent messaging with clear calls-to-action to drive engagement.

Step 4

Audience Targeting

Details of audience segments, demographics, and interests.

Step 5

KPI's

Define measurable goals and metrics to track campaign success.

Step 6

Budget

Allocate funds efficiently across channels, keeping room for adjustments and tracking.

Step 7

Performance Review

Analyze results, share insights, and document lessons learned to inform future campaigns.