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The Share Pro Blueprint

Find your gaps.Build a path to pipeline.

For B2B marketing leaders who need stronger pipeline from their marketing investment. Diagnose gaps, build a prioritized plan, or get support executing it.

What is the Share Pro Blueprint?

The Share Pro Blueprint is Sharelitix’s B2B demand generation framework for turning scattered marketing into one integrated plan. It connects performance analysis, maturity identification, strategic planning, and execution to help your team improve qualified pipeline. Each part can be scoped independently, with findings and working files your team keeps. Start with a free Strategy Call to identify the right entry point.

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 tracking has gaps, the numbers can mislead.
  • So measurement goes in first. Then qualification, then channels.
Measure firstConversions tracked: 0
  1. Attribution modelUnderstand how tracked touchpoints receive credit for leads and pipeline.Missing
  2. Link-tagging standardOne naming rule for standardized tracking. No free typing.Missing
  3. Channel mapGroup your tracked sources into clear buckets.Missing
  4. Campaign registerLog each launch so you can trace it when it shows up in reports.Missing
  5. 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.

  1. 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.

  2. Foundational Scores 30 to 59

    A basic strategy and repeatable campaigns, with some attribution. Tools are connected, and Sales gets a working handoff.

  3. Established Scores 60 to 84

    A clear strategy, coordinated channels, consistent lead handoffs, and reporting that supports pipeline planning.

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.

Book a Strategy Call

Part 1 of 4

Share Pro Health Check

Know where to focus your marketing investment.

About 2 to 3 weeks

Review recent marketing and sales performance to find channel and funnel gaps, patterns in recorded wins and losses, and tracking issues that affect your decisions.

What’s inside

  1. Channel performance, from spend to closed revenue
  2. Win analysis by industry, company size and buyer role
  3. Loss analysis, with recorded loss reasons
  4. Website performance, month by month
  5. Search performance
  6. 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.
ChannelClicksConversionsOpportunitiesRevenue
Paid search9,8402122$9,800
Paid social4,120380$0
Website / direct2,3109611$142,000
Organic search3,050646$61,000
Offline / unknownn/an/a4$37,000

Sample values, altered. Paid search got half the clicks and fewer than 1 in 10 opportunities.

Start with a Health Check

Part 2 of 4

Share Pro Maturity Assessment

Get your stage, your score, your next move.

Scored from your real tools

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

  1. Your stage and overall score, with a “you are here” marker
  2. A scorecard for Strategy, Tactics, Process and MarTech
  3. Points scored in each of 12 capability areas
  4. The strengths you can build on
  5. The quickest 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.

Start with a Maturity Assessment

Part 3 of 4

Share Plan Development

One written plan that ties every channel together.

About 6 to 10 weeks

The written plan for your demand engine. It sets 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

  1. Funnel strategy
  2. Paid search plan
  3. Paid social plan
  4. ICP, buyer roles, and buying journey
  5. Lead scoring and grading
  6. Attribution and tracking
  7. Content strategy
  8. Link building
  9. Email nurture
  10. The first integrated campaign
  11. How we’ll work together
  12. 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 media 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.
100 points: Sales takes overNurture, then callCall nowNewsletter onlyCheck before callingABCVP operations, 110Director, 85Manager, 105Finance lead, 40Analyst, 20

Sample values. Scoring sheets often need rebuilding for the CRM you actually run before they can score anything.

Start with a Share Plan

Part 4 of 4

Share Plan Activation

The plan gets built, run and tuned each quarter.

Scoped to your plan

We build and run the parts of your demand generation plan your team needs help delivering. Scope may cover one channel or an integrated program. We validate measurement, launch the priorities in your plan, and optimize performance against agreed goals.

  1. PHASE 1Measure

    Validate attribution, campaign tracking, and CRM data flow so reporting can connect activity to leads, pipeline, and revenue.

  2. PHASE 2Build

    Build the campaign assets, CRM workflows, and content your plan requires. That may mean lead scores, paid search campaigns, or a content calendar.

  3. PHASE 3Launch

    Launch the channels and campaigns in your plan, which may include paid search, paid social, or email nurture.

  4. PHASE 4Optimize

    Review conversion and pipeline data, flag measurement gaps, and prioritize improvements.

  5. PHASE 5Retune

    Use a full quarter of results to refine the targeting, lead qualification, or campaign priorities covered by your plan.

  6. PHASE 6Expand

    Expand the program where results and priorities support it, such as nurture programs, or an account-based marketing pilot.

You walk away with

  • Pipeline you can attribute by channel
  • A shared lead definition for Sales and Marketing
  • Campaigns, workflows, and working files your team can maintain and improve

Start here if

You have a plan and need it built and run, without hiring a full team first.

Talk about Activation

The whole path

Enter at any step.

  1. Free DGMAA rough stage in one sitting
  2. Health CheckWhich channels make pipeline, and whether tracking can be trusted
  3. Maturity AssessmentYour stage, your score and the order to close gaps
  4. Share PlanThe written plan, plus the files your team builds from
  5. ActivationWe build the plan and run it with you

Free score

A self-check you take alone. It gives you a rough stage, not a diagnosis.

Full diagnosis

We score your real tools and data. You get findings, a stage and the order to fix things.

Plan and execution

A written plan with working files, then the build and the quarterly tuning.

What the work has produced

  • $28M

    pipeline in 8 months

    Plan and execution engagement

  • 1,933%

    return on ad spend

    Plan and execution engagement

  • +187%

    marketing-attributed revenue, year over year

    Plan and execution engagement

Questions, answered.

Do we have to do all four parts?

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 channels, 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. We can move faster when needed. 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 can find gaps and set priorities, too. The Blueprint offers a diagnosis, a scored check, a plan with working files, and optional help building it. We check tracking gaps before drawing channel conclusions. If you have an audit, bring it to discuss what work you still need.

Start with anhonest diagnosis.

Bring your goals and current challenges. We’ll recommend where to start and explain what that part includes.