Viewing Marketing Plan Data

One of the most powerful features of WPMP CRM is its ability to capture and store detailed information from the WP Marketing Pro Marketing Plan Generator. Unlike traditional contact forms that collect only basic information, Marketing Plans provide valuable business insights that can help you better understand prospects, qualify leads, and identify opportunities.

This guide explains how Marketing Plan data is stored, viewed, and used within WPMP CRM.

What Is Marketing Plan Data?

Marketing Plan Data refers to the information collected when a user completes a WP Marketing Pro Marketing Plan.

Depending on your configuration, this information may include:

• Business Information

• Marketing Goals

• Services

• Products

• Marketing Challenges

• Advertising Activity

• Website Information

• Social Media Presence

• Budget Information

• Growth Objectives

This data provides a much deeper understanding of a lead than a standard contact form submission.

Why Marketing Plan Data Is Valuable

Traditional leads often provide only:

• Name

• Email

• Phone Number

Marketing Plan leads may provide significantly more information.

Examples include:

• What services they offer

• What marketing challenges they face

• Whether they run advertising campaigns

• If they have a website

• Their business goals

• Their growth priorities

This information helps businesses and agencies have more informed conversations.

How Marketing Plan Data Enters WPMP CRM

The process is simple:

Marketing Plan Completed

↓

Data Submitted

↓

Lead Record Created

↓

Marketing Plan Information Attached

↓

Available in WPMP CRM

The CRM automatically associates Marketing Plan responses with the lead profile whenever available.

Viewing a Lead Record

To view Marketing Plan information:

1. Open WPMP CRM.

2. Navigate to the Leads section.

3. Select a lead record.

4. Open the lead details page.

If Marketing Plan data is available, it will be displayed within the lead profile.

This allows you to review important information before contacting the prospect.

Business Information

Most Marketing Plans begin by collecting basic business details.

Examples include:

• Business Name

• Contact Name

• Email Address

• Phone Number

• Website

• Industry

This information helps identify the lead and provides context for future communication.

Marketing Goals

One of the most valuable sections of the Marketing Plan is the goals section.

Examples may include:

• Generate More Leads

• Increase Sales

• Improve SEO

• Grow Social Media

• Launch Advertising Campaigns

• Build Brand Awareness

Understanding goals helps you align recommendations and conversations with what the prospect actually wants to achieve.

Services and Products

Marketing Plans often collect information about:

• Services Offered

• Product Categories

• Primary Revenue Sources

Examples:

• Roofing

• Plumbing

• Home Services

• Marketing Agencies

• Ecommerce Products

This information helps identify relevant opportunities and solutions.

Website Information

Marketing Plans may collect information about a business’s online presence.

Examples include:

• Website Status

• Website Platform

• Landing Pages

• Funnel Usage

• Ecommerce Features

This information can help identify areas where marketing improvements may be needed.

Marketing Activity Data

Marketing Plans often ask about current marketing efforts.

Examples include:

• SEO

• Google Ads

• Facebook Ads

• Email Marketing

• Content Marketing

• Social Media Marketing

This information helps determine which marketing channels are already being used and which opportunities may still exist.

Marketing Challenges

Many prospects identify specific obstacles during the planning process.

Examples:

• Not Enough Leads

• Low Website Traffic

• Poor Conversion Rates

• Limited Marketing Budget

• Lack of Time

• No Marketing Strategy

Understanding challenges helps guide future recommendations and conversations.

Budget Information

Some Marketing Plans may collect information related to:

• Marketing Budgets

• Advertising Spend

• Growth Investments

This information can help determine realistic marketing recommendations and implementation strategies.

Using Marketing Plan Data for Sales Conversations

One of the biggest advantages of Marketing Plan data is preparation.

Instead of asking basic discovery questions, you may already know:

• Their goals

• Their challenges

• Their services

• Their marketing activity

• Their priorities

This can lead to more productive conversations and stronger client relationships.

Lead Qualification

Marketing Plan data can help qualify leads more effectively.

Examples:

Highly Qualified Lead

• Completed Marketing Plan

• Clear goals

• Existing website

• Active marketing budget

Early-Stage Lead

• Limited marketing activity

• Exploring options

• Smaller budget

Both leads may be valuable, but they may require different approaches.

Marketing Plan Data and Agencies

Agencies often find Marketing Plan data especially useful.

Benefits include:

• Faster lead qualification

• Better sales conversations

• Improved proposals

• More personalized recommendations

• Better client onboarding

The information gathered can reduce the amount of manual discovery required.

Updating Marketing Plan Information

If a prospect updates or completes a new Marketing Plan, the CRM may reflect updated information.

Examples include:

• New goals

• Updated services

• Changed marketing priorities

• Revised business information

Keeping information current helps improve decision-making.

Marketing Plan Data and Recommendations

Marketing Plan responses may also support:

• Marketing Recommendations

• Action Plans

• Marketing Manager Suggestions

• Marketing Priorities

This creates a connected ecosystem where collected data can influence future guidance and recommendations.

Reviewing Marketing Plan Data Regularly

Before contacting a lead, consider reviewing:

✓ Business Information

✓ Marketing Goals

✓ Services

✓ Products

✓ Marketing Challenges

✓ Current Marketing Activities

✓ Budget Information

✓ Notes

This preparation can improve both communication and conversion rates.

Best Practices

To get the most value from Marketing Plan data:

✓ Review lead details before contacting prospects

✓ Use goals to guide conversations

✓ Identify key challenges

✓ Personalize recommendations

✓ Keep records updated

✓ Add notes after conversations

The more effectively you use the available information, the more valuable the CRM becomes.

Benefits of Marketing Plan Data

Businesses and agencies commonly use Marketing Plan data to:

• Understand prospects faster

• Improve lead qualification

• Personalize communication

• Identify opportunities

• Create better proposals

• Improve follow-up conversations

This additional context often makes Marketing Plan leads significantly more valuable than traditional contact form submissions.

Next Steps

Now that you understand how to view and use Marketing Plan data, continue to:

Updating Lead Information

to learn how to edit contact records, update lead statuses, add notes, and maintain accurate CRM records within WPMP CRM.