One page 12 Month Marketing Plan Business

Ideal Customer Description:s

6 Basic Needs of Csr: What they want: Buying Criteria: Marketing Message:

Certainty/(Security) 1. 1. Big USP:

Variety/(Fun) 2. 2. Big Promise:
Significance
3. 3.
Big
Love/Connection
4. 4.
Growth Benefit:
5. 5.
Contribution Big Proof:

Marketing Stage: ☒ Filling Pipeline ☐ Follow Up

Filling Pipeline Filling Pipeline Filling Pipeline Filling Pipeline
What Always Works + Competition OMS Worked in Past = New OMS (3 -5
+ + ONLY):
☐ Referrals ☐ Referrals ☐ Referrals ☐ Referrals
☐ Referral Partners ☐ Referral Partners ☐ Referral Partners ☐ Referral Partners
☐ Centers of Influence ☐ Centers of Influence ☐ Centers of Influence ☐ Centers of Influence
☐ Group Marketing ☐ Group Marketing ☐ Group Marketing ☐ Group Marketing
☐ Cold Calling ☐ Cold Calling ☐ Cold Calling ☐ Cold Calling
☐ Public Workshops ☐ Public Workshops ☐ Public Workshops ☐ Public Workshops
☐ Public Speaking ☐ Public Speaking ☐ Public Speaking ☐ Public Speaking
☐ Networking ☐ Networking ☐ Networking ☐ Networking
☐ Internet Marketing ☐ Internet Marketing ☐ Internet Marketing ☐ Internet Marketing
☐ SEO ☐ SEO ☐ SEO ☐ SEO
☐ PPC ☐ PPC ☐ PPC ☐ PPC
☐ Social Media ☐ Social Media ☐ Social Media ☐ Social Media
☐ Blogging ☐ Blogging ☐ Blogging ☐ Blogging
☐ Signs ☐ Signs ☐ Signs ☐ Signs
☐ Direct Marketing ☐ Direct Marketing ☐ Direct Marketing ☐ Direct Marketing
☐ Advertising ☐ Advertising ☐ Advertising ☐ Advertising
☐ Trade shows ☐ Trade shows ☐ Trade shows ☐ Trade shows
☐ Other: ☐ Other: ☐ Other: ☐ Other:
☐ Other: ☐ Other: ☐ Other: ☐ Other:
☐ Other: ☐ Other: ☐ Other: ☐ Other:
☐ Other: ☐ Other: ☐ Other: ☐ Other:
Follow Up Follow Up Follow Up Follow Up
☐ Emails ☐ Emails ☐ Emails ☐ Emails
☐ Workshops ☐ Workshops ☐ Workshops ☐ Workshops
☐ Special Events ☐ Special Events ☐ Special Events ☐ Special Events
☐ Warm Calls/ Visits ☐ Warm Calls/ Visits ☐ Warm Calls/ Visits ☐ Warm Calls/ Visits
☐ Letters or Post cards ☐ Letters or Post cards ☐ Letters or Post cards ☐ Letters or Post cards
12 Month Main Marketing and Sales Revenue Goal:

A. Yearly B. Monthly C. Average D. E. Lead to Monthly

Revenue Revenue Price of Monthly Sales Lead
Goal Goal Product/Svc Sales Multiplier Goal (D
Goal x E)
(B/C)

Marketing Action Steps Average Average Sales Sales per Month

Tactic Leads Per Per Month
Month

Total
Month Promotion Campaigns Other
Jan
Feb
March
April
May
June
July
Aug
Sept
Oct
Nov
Dec

ROI for Quarter

Marketing Tactic Revenue Goal A. Revenue B. Expense ROI (A-B/B x 100%)
Actual