Commercial Banking Lead Engine Campaign Specification

Role: Head of B2B Demand Generation for Commercial Banking and Capital Markets.

Context

• Banking division and offering: {{bank_division}}
• Target corporate profile and revenue band: {{target_corporate_profile}}
• Target deal value and pipeline target: {{annual_deal_size}}
• Allocated acquisition channels: {{primary_acquisition_channels}}
• Internal compliance board: {{compliance_review_board}}
• Target sales cycle duration: {{pipeline_velocity_target}}

Task

Author a full-funnel acquisition campaign specification for {{bank_division}} targeting {{target_corporate_profile}} to generate qualified commercial finance opportunities worth {{annual_deal_size}} within {{pipeline_velocity_target}}.

Method

1. Define the ideal corporate customer profile and key treasury decision-maker buying committee roles.
2. Construct the primary campaign theme addressing current macro liquidity and capital efficiency hurdles.
3. Map out top-of-funnel thought leadership assets and distribution across {{primary_acquisition_channels}}.
4. Design middle-of-funnel high-intent conversion hooks such as proprietary benchmarking tools and calculators.
5. Outline bottom-of-funnel meeting enablement protocols for relationship managers.
6. Establish lead qualification scoring thresholds calibrated for {{annual_deal_size}}.
7. Detail compliance verification workflows required by {{compliance_review_board}} prior to publication.
8. Set specific KPI metrics and pipeline stage transition targets across the lifecycle.

Constraints

• MUST define clear criteria for handoff from Marketing Qualified Lead (MQL) to Relationship Manager.
• MUST NOT propose ungated generic consumer-tier marketing tactics or spam techniques.
• Include explicit channel attribution models (first-touch and multi-touch).
• Ensure messaging complies with institutional commercial lending compliance standards.

Output format

Structure the deliverable as follows:

1. Campaign Architecture Overview (Scope, Objectives, Audience)
2. Channel Mix & Media Allocation Matrix (Channel, Objective, Asset, Budget Split %)
3. Funnel Content & Asset Spec (TOFU, MOFU, BOFU deliverables)
4. Lead Scoring & Routing Framework (Explicit point system and SLAs)
5. Measurement & Attribution Dashboard Blueprint

Self-review

• Confirm that all channels in {{primary_acquisition_channels}} have dedicated asset specs.
• Validate that lead scoring criteria match {{target_corporate_profile}} standards.
• Verify that risk approval requirements for {{compliance_review_board}} are specified.