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Execution & Playbooks: How Do You Launch a Revenue Marketing Pilot Program?

Stand up a 90‑day pilot that proves impact on pipeline and bookings with governed scope, clear SLAs, and instrumented measurement—so you can scale with confidence.

Run the Readiness Check Use the RM6™ Pilot Template

A revenue marketing pilot is a time‑boxed, scope‑controlled initiative that validates the end‑to‑end motion from signal→lead→SQO→closed‑won→onboarding for a single ICP + offer. It aligns executive sponsors, assigns owners, instruments identity & attribution, and runs a small set of standardized plays with pre‑approved content and SLAs. Success is judged by conversion, velocity, and ROMI, not clicks.

Pilot Program Must‑Haves

Clear ICP & Offer — One segment, one product/value prop, one call‑to‑action.
Governed Scope — 90 days, fixed plays, pre‑approved content; changes via backlog only.
RACI + SLAs — Speed‑to‑Lead, Sales acceptance, follow‑up cadence, and content turnaround.
Identity & Consent — Unified taxonomy, dedupe rules, and consent tracking across systems.
Measurement Plan — Baselines, targets, dashboards; cohort and holdout design.
Exit Criteria — Thresholds for scale‑up, iterate, or stop; decision date on the calendar.

The 90‑Day Pilot Playbook

Follow this sequence to go from vision to validated revenue impact without boiling the ocean.

Choose ICP → Define Plays → Instrument → Launch → Enable → Measure → Decide

  • Choose ICP & offer: Select a single segment and problem statement; write a crisp value case and CTA.
  • Define plays & SLAs: Pick 3–5 standardized plays (e.g., inbound capture, outbound sequence, webinar → meeting, ABM ads → meeting); document handoffs and acceptance rules.
  • Instrument data & identity: Finalize taxonomy, UTMs, form fields, de‑dupe logic, lead scoring, and opportunity stages; set up dashboards and holdouts.
  • Launch with pre‑approved content: Landing page, email/nurture, outbound scripts, paid units, and sales collateral aligned to the same message.
  • Enable the field: Train BDR/AE/CS on talk tracks, objection handling, and SLA commitments; provide micro‑enablement kits.
  • Measure weekly: Track conversion, velocity, speed‑to‑lead, SAL/SQO rate, pipeline coverage, and cost; run learnings in a weekly standup.
  • Decide & scale: At day 90, review ROMI and operational fit; promote winning plays to the portfolio and schedule next cohort.

Pilot Readiness Matrix

Capability From (Not Ready) To (Ready) Owner Primary KPI
ICP & Offer Multiple segments & messages One segment, one value case, one CTA Product Marketing Message Recall, CTR→CVR
Lead Management Ambiguous handoffs Documented SLAs, acceptance, dedupe & routing rules RevOps Speed‑to‑Lead, SAL Rate
Content & Offers Ad‑hoc assets Pre‑approved landing page, emails, ads, scripts, collateral Content/Creative Form CVR, Meeting Rate
Data & Attribution Clicks only Multi‑touch to SAL/SQO/revenue; cohort & holdouts Analytics ROMI, CAC Payback
Sales Enablement No training Live enablement + talk tracks; follow‑up cadences Enablement/Sales Meeting→SQO, Win Rate
Governance Unclear decisions Weekly standup + Day‑90 decision with exit criteria PMO/ELT Decision Timeliness, Throughput

Client Snapshot: 90‑Day Pilot → Scaled Plays

A B2B SaaS team ran a single‑segment pilot (ABM ads + webinar → meeting → sequence). In 90 days they improved Speed‑to‑Lead by 58%, lifted SAL→SQO by 19%, and reached CAC payback within 11 months. Winning plays were promoted to the annual plan. Explore outcomes: Comcast Business · Broadridge

Use the Revenue Marketing Index to assess readiness, then apply RM6™ to fund, launch, and scale your pilot.

Frequently Asked Questions about Revenue Marketing Pilots

What is a revenue marketing pilot?
A time‑boxed initiative (typically 90 days) that proves end‑to‑end revenue impact for one ICP and offer, using standardized plays, SLAs, and instrumentation.
How do we pick the right scope?
Choose the smallest slice with meaningful revenue potential: one segment, one offer, one primary conversion (e.g., meeting booked). Avoid multi‑segment pilots.
What metrics decide success?
Conversion and velocity through the funnel (Lead→SAL→SQO→Closed‑Won), pipeline coverage, ROMI, and CAC payback, plus operational metrics like SLA adherence.
How often should we review?
Weekly standups for blockers and tests; a formal Day‑45 check‑in and a Day‑90 go/scale/stop decision.
Do we need new tools?
Not necessarily. Start with your existing CRM/MAP, analytics, and routing. Add only what removes a blocker (e.g., call tracking or enrichment).
How do we scale after the pilot?
Promote validated plays to the portfolio, templatize assets, and roll to the next segment. Maintain governance via a monthly revenue council.

Stand Up Your 90‑Day Pilot

We’ll help you pick the right scope, instrument the funnel, and run disciplined plays that prove revenue impact—and set you up to scale.

Start with Readiness Get the RM6™ Pilot Template
Explore More
Revenue Marketing Transformation (RM6™) Revenue Marketing Index Customer Journey Map (The Loop™) Essential Tools for Revenue Marketing

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