The Share Pro Blueprint is how Sharelitix fixes a B2B demand engine in order. It starts with a free Strategy Call, then four parts: Health Check, Share Pro Maturity Assessment, Share Plan Development and Share Plan Activation. Each part stands on its own and hands you something you keep, whether you do one or all four.
Start with where you stand, not a playbook
Most teamsStart with execution.
The BlueprintStarts with where you stand.
A playbook tells you what to run. A diagnosis tells you what's working, what's missing, and what to fix first.
If nothing is tracked, no number can be trusted.
So measurement goes in first. Then scoring, then channels.
Measure firstConversions tracked: 0
Attribution modelSee first touch, last touch and everything between.Missing
Link-tagging standardOne naming rule. No free typing.Missing
Channel mapEvery source lands in the right bucket on its own.Missing
Campaign registerNothing launches without an entry, so nothing shows up as unknown.Missing
Launch checklistRun before launch and again 48 hours after.Missing
The maturity scale
Four stages. Which one is yours?
Move across the dial or keep scrollingDrag the dial or keep scrolling to read each stage.
21%
Reactive
Scores 0 to 29
There’s no written strategy, and campaigns are one-offs. Attribution is broken, and the tools don’t talk to each other.
ReactiveScores 0 to 29
There’s no written strategy, and campaigns are one-offs. Attribution is broken, and the tools don’t talk to each other.
FoundationalScores 30 to 59
A basic strategy and repeatable campaigns, with some attribution. Tools are connected, and Sales gets a working handoff.
EstablishedScores 60 to 84
A clear strategy, with channels that run together. Attribution covers the whole funnel, so pipeline is predictable.
Share ProScores 85 to 100
Marketing runs as a revenue function. Testing never stops, and decisions come from data.
Before part 1
It starts with afree Strategy Call.
We’ll talk through your pipeline, your tools and your goals, then tell you which part to start with. Bring your DGMA score if you have one.
A look back at how your marketing and sales actually performed over the last several months. It shows which channels produce pipeline, why deals are won or lost, and whether your tracking can be trusted.
What’s inside
Channel performance, from spend to closed revenue
Win analysis by industry, company size and buyer role
Loss analysis, with recorded loss reasons
Website performance, month by month
Search performance
Three priorities, in order
You walk away with
A findings deck with an observation after every data page
A channel performance table you can reopen and update
A short, ordered list of what to fix first
Start here if
You’re spending on marketing but can’t say which channel produced last quarter’s pipeline.
What it caught The channel with the most clicks made almost none of the pipeline.
Channel
Clicks
Conversions
Opportunities
Revenue
Paid search
9,840
212
2
$9,800
Paid social
4,120
38
0
$0
Website / direct
2,310
96
11
$142,000
Organic search
3,050
64
6
$61,000
Offline / unknown
n/a
n/a
4
$37,000
Sample values, altered. Paid search got half the clicks and fewer than 1 in 10 opportunities.
A scored check of what your demand engine has in place today, across strategy, tactics, process and marketing tools. It gives you a stage, a score and the order to close the gaps in.
What’s inside
Your stage and overall score, with a “you are here” marker
A scorecard for Strategy, Tactics, Process and MarTech
Points scored in each of 12 capability areas
The strengths you can build on
The cheapest path to the next stage
You walk away with
A stage and a score out of a fixed number of points
A category scorecard and a capability breakdown
Strengths to keep and gaps to close first
Start here if
You own the tools but they don’t talk to each other, and you’re about to hire or raise spend.
What it caught Reactive, 21%. About 50 points to the next stage, and most of them were documents and definitions.
Strategy17 of 78
Tactics20 of 81
Process6 of 54
MarTech4 of 15
Sample values, altered. Goal setting, governance and lead qualification scored zero, because none of them were written down.
One written plan that ties every channel together.
About 6 to 10 weeks
The written plan for your demand engine. It says who you target, which channels run, how leads are scored, how you’ll measure it and when each piece lands. It comes with the working files your team uses to build it.
What’s inside
Funnel strategy
Paid search plan
Paid social plan
Who you’re targeting
Lead scoring and grading
Attribution and tracking
Content strategy
Link building
Email nurture
The first integrated campaign
How we’ll work together
A 12-month roadmap
You walk away with
The plan deck
A lead scoring workbook, written for the CRM you run
A tracking workbook and launch checklist
Paid search and content strategy workbooks
A messaging and website roadmap
Start here if
You have the diagnosis and a written ideal customer, but nothing ties channels, scoring and content into one plan.
How leads get two scores Activity says they’re interested. Fit says they’re worth the call. Sales gets both.
Sample values. Scoring sheets often need rebuilding for the CRM you actually run before they can score anything.
We build what the plan says and run it with you. Measurement goes in first, then scoring, then channels. After that, the plan gets tuned on real results every quarter.
Month 1Measure
Attribution goes live and gets tested. Link tagging is enforced, and data syncs are checked.
Month 2Build
Scoring and grading get built in the CRM. Paid search is built for approval, and the content calendar is locked.
Month 3Launch
Paid search and social go live. The first two nurture streams turn on, and the first campaign launches.
Months 4 to 6Tune
Channels get tuned on real data. The first content is published, and the first campaign is reported with sourced pipeline.
Months 7 to 9Retune
Scoring is retuned on a full quarter of data. A second campaign builds on what the first one proved.
Months 10 to 12Extend
Late-stage content goes out, the last nurture streams turn on, and a small account-based pilot starts.
You walk away with
Pipeline you can attribute by channel
One lead definition that Sales and Marketing both use
A content engine that keeps running without us pushing it
Start here if
You have a plan and need it built and run, without hiring a full team first.
No. Each part stands on its own and hands you something you keep. Most teams start with the Health Check, because it shows whether the numbers you’d plan from are real. If you already have a recent, honest diagnosis, you can start at the plan.
Is the free DGMA the same as the Maturity Assessment?
No. The free DGMA is a short self-check that gives you a rough stage in one sitting. The Maturity Assessment is scored by us from your real tools and documents, across every checkpoint in the model. It tells you exactly which pieces are missing and which to fix first.
What if we already have an in-house team?
Good. The plan is written for your team to run, and every working file is handed over. Activation fills the gaps your team doesn’t cover. It doesn’t replace the people you have.
How long from the first call to a finished plan?
A Health Check usually lands about 2 to 3 weeks after kickoff. The full plan and its working files follow about 6 to 10 weeks after that. Getting us access in the first week is the biggest thing that speeds it up.
What if we stop after the diagnosis?
That’s fine. You keep the findings, the workbook and the ordered list of fixes. Plenty of teams take the Health Check and fix the top items themselves.
How is this different from an audit?
An audit tells you what’s wrong. The Blueprint also tells you the order to fix it in, and it starts with measurement. Channels often look broken when nothing is tracked, so no number can be trusted yet. Fixing tracking first is what makes the rest of the plan worth doing.
Start with anhonest diagnosis.
Come with your DGMA score. Leave knowing exactly which part to start with.
