EXERCISE: The Tasks that Power your Lead Generation Engine

This exercise helps business development teams create a strategic, collaborative plan for pursuing opportunities before an RFP is issued. Through a guided, step-by-step format using task cards and interactive tools, teams define their BD tasks, knowledge goals, accountability.

A structured, interactive session designed to help teams establish a repeatable approach to business development efforts before a formal RFP is released. Facilitators guide teams through nine core steps, including choosing BD tasks, identifying learning goals, selecting key terminology and tools, planning pull marketing activities, assigning accountability, budgeting time, and incorporating fun.