How do I use this template for agency lead generation?

Navigate to the 'Client approach' and 'BD target' nodes. The template suggests a quota of 5 new leads per week and provides specific follow-up strategies for 'old leads' and 'Door to Door' appointments to present credentials.

Is the HATMA business development cheat sheet editable in Xmind?

Yes, every node, including the '3 Months Priority' and 'Awarding' branches, is fully customizable. You can update the client names, adjust the posting frequency, or change the specific award targets like 'CIPAR' to match your current year's goals.

What is the best way to manage social media using this template?

Focus on the 'Social media' branch which emphasizes quality over quantity. It instructs users to post 'Only the best work' and provides a framework for collaborating with the creative team on profile copy and asset management.

HATMA BUSDEV PLAN & direction

kOQPFgOPdC

Loading preview...

Use cases

Roadmap

About

The HATMA BUSDEV PLAN & direction mind map template is a comprehensive strategic roadmap designed for agency business development managers and creative directors. This 77-node framework covers critical growth pillars including digital presence, lead generation, and industry recognition. It specifically outlines a '3 Months Priority' phase to ensure immediate operational impact, focusing on locking profitable projects and finalizing credentials. The template integrates cross-departmental collaboration, detailing how to 'Request all social media assets' from account teams and work with PR to highlight achievements like the 'INFINIX' success story. By organizing tasks into actionable branches like 'Client approach' and 'Awarding', it provides a structured cheat sheet for scaling an agency's market footprint through both digital PR and traditional door-to-door outreach.

business developmentplanning

Terms and Conditions

When to use this template

Business Development Managers and Agency Owners

Quarterly business development planning and goal setting for a creative agency

New Hires and Department Heads

Onboarding a new BD lead to explain the agency's outreach and PR strategy

PR Teams and Creative Directors

Preparing for industry award season and credential updates

How to use this template

Step 1

Import and Audit Assets

Open the .xmind file and start with the 'Preparation' branch to track the collection of social media assets and creative documentation from your account teams.

Step 2

Customize Client Targets

Navigate to the 'Client approach' section and replace the placeholder leads with your specific target brands and weekly 'Door to Door' appointment goals.

Step 3

Set Priority Milestones

Update the '3 Months Priority' nodes to reflect your current quarterly KPIs, such as specific project lock-in dates and award submission deadlines.

Frequently asked questions

This template includes a full strategic breakdown for agency growth, covering 'Preparation' for asset collection, 'Social media' management for LinkedIn and Instagram, 'PR' article generation, 'Client approach' tactics, and specific 'BD target' metrics for lead generation and industry awards.

Got an inspiring template?

Share your mind map templates with creators around the world and start earning from your work.

Free template