God, I am attracting my Income for 2008 of at least $250,000+; it flows to me easily and effortlessly in divine, elegant ways .

As of now there are Four Buckets through which I joyfully attract this income:

 Products
 Client Services, i.e., speaking, training and facilitation, private session
 Massive Passive Income
 Unexpected Income

Sales Strategy:

 Develop and use sales scripts related to three of the four buckets.
 Joyful Follow-up! Follow-up! Follow-up!
 Offer packages along with 2 or 3 options for individuals and corporations
 Leverage referrals
 Create a master calendar with a special focus for each month
 Send thank you notes, handwritten when possible
 Become a master with my engagement conversation and Call to Action
 Develop at least six (6) active collaborative relationships whereby we co-create projects and share in the benefits and $$
 Harness the power and connections of various networking events
 Leverage Inscape Publishing distributorship
 Use my gifts, talents and abilities to their fullest~~many people and organizations are wanting and ready for what I have to offer. They highly value all I have to offer. They willingly and lovingly pay me for what I have to offer and the myriad benefits it brings to them and their lives, at All levels and in All ways.
For this and more I give thanks.

Marketing Strategy:

 Write and publish at least five (5) articles per month beginning in January.
 Continually add to three blogs: Enthusiasm!, Antoinette's Insights & Observations and Selling with Enthusiasm!
 Write a monthly newsletter that’s posted on website and sent to those who request it
 Implement a monthly postcard campaign related to the E! book
 Write guest columns/articles for colleagues and organizations to use.
 Create Inner Circle "info cards" to give in addition to my business card and distribute to everyone I meet as appropriate.
 Feature a specific product or service each month along with a special package or free gift
 Implement at least 1 tip from the protégé program each week for optimal results.
 Stay in the conversation.
For this and more I give thanks.

Other Business Goals:

 Create at least three (3) new products
 Receive a steady stream of consistent income of which I tithe 10% initially then 15%.
 Become a featured guest on at least five (5) radio shows
 Become one of Eric Lofholm's greatest success stories and be featured in his book.
 Be highly sought after for keynotes, focused coaching action groups, ideas & creativity, igniting the spark of enthusiasm...
 People and organizations love to tell others about me and my work. They support me fully on many levels. They gladly give testimonials and letters of introduction.

I am committed to Be, Do and Have what is optimal in manifesting this sales and marketing plan, or something better.

Sales and Marketing Plan for 2008

Ultimate Outcomes for 2008 (goals)

Business Goal: 60 Listings taken and 50 Listings closed (DOES NOT INCLUDE BUYER TRANSACTIONS, THOSE ARE A BONUS)

Personal Goal (where the money goes) $100K to home renovations, $40K to short term debt, $120K to savings (1 years income) $120K for living expenses, and any excess to long term debt or business development. I intend to be one of Eric Lofholm’s success stories.

Annual revenue projections (sales results) Net $400K (based on an avg value of $400K, with my current commission split I should gross $529K.

Annual Marketing Strategy (marketing tactics); e-mails drip campaigns, Newsletters, Direct mail, Networking events. I commit to 6 outgoing calls per day for Customer Care Program, 10 FSBO and/or Expired Listing calls per day, 5 Farm calls per day. 4 listing presentation appointments per week

Annual Projects – Complete GRI designation, Commercial designation.

January
Ultimate Outcomes at least 5 residential listings taken, 1 commercial listing taken or 1 commercial transaction closed.
Sales Strategy, First mailing to advocates and farm of 100 townhouses, look for commercial space for clients and use that search to farm for commercial listings. Ask for referrals.
Marketing Strategy: Introduce Customer Care Program to farm. Find out what they need. Visit at least 2 FSBOs per week and give them my complimentary “FSBO Success Kit” follow-up weekly to offer additional help until they list or sell the home. Winter vendor campaign with special offers (snow removal, firewood, etc)
Projects: Move to new office – send letter to Sphere of Influence, perfect listing presentation, create new website. Begin GRI (Graduate Real Estate Institute) classes.

February
Ultimate Outcomes at least 5 listings taken, 4 listings under contract
Sales Strategy: Attend one Networking Event, continue FSBO campaign. Second mailing to Advocates and Farm. Continue to “farm” for commercial listings, offer to add business owners to my “VENDOR” list and help them promote their businesses. Ask for referrals
Marketing Strategy: Valentine’s day greeting with suggestions and/or coupons for valentine gifts (florist, jewelers, perfume, restaurants), to advocates, vendors and farm.
Projects: Continue GRI classes

March
Ultimate Outcomes, Outcomes at least 5 listings taken, 4 listings under contract, 4 closings, 1 commercial listing taken or buyer/tenant closed
Sales Strategy: Attend one Networking Event, continue with FSBO campaign, third contact with farm/advocates. Continue to “farm” for commercial listings, Ask for referrals.
Marketing Strategy: Promote Customer Care Program and/or Market Update.
Projects Attend GRI III classes.

I will impact the world by doing what others are unable or unwilling to do.

April
Ultimate Outcomes, Outcomes at least 5 listings taken, 4 listings under contract, 4 closings, 1 commercial listing taken or buyer/tenant closed
Sales Strategy: Attend one Networking Event, continue with FSBO campaign, 4th contact with farm/advocates. Continue to “farm” for commercial listings. Ask for referrals.
Marketing Strategy – Spring campaign with vendor offer
for Dogwood subdivision

May
Ultimate Outcomes, Outcomes at least 5 listings taken, 4 listings under contract, 4 closings, 1 commercial listing taken or buyer/tenant closed
Sales Strategy: Attend one Networking Event, continue with FSBO campaign, 5th contact with farm/advocates. Continue to “farm” for commercial listings. Ask for referrals.
Marketing Strategy: Mother’s Day campaign with gift ideas and offers/coupons from vendors.
Projects: Consider starting a newsletter campaign, find a pre-written package.

June
Ultimate Outcomes, Outcomes at least 5 listings taken, 4 listings under contract, 4 closings, 1 commercial listing taken or buyer/tenant closed
Sales Strategy: Attend one Networking Event, continue with FSBO campaign, 6th contact with farm/advocates, Continue to “farm” for commercial listings, Ask for Referrals.
Marketing Strategy: Father’s day campaign with gift ideas, special offers/coupons from vendors.
Projects:

Find the need and fill it – Customer Care Program, add one unique new vendor and e-mail/snail mail farm and advocates to introduce the new service/vendor.

July
Ultimate Outcomes, Outcomes at least 5 listings taken, 4 listings under contract, 4 closings, 1 commercial listing taken or buyer/tenant closed
Sales Strategy: Attend one Networking Event, continue with FSBO campaign, 7th contact with farm/advocates, Continue to “farm” for commercial listings, Ask for referrals.
Marketing Strategy: 4th of July campaign with for food drive and more vendor offers/coupons
Projects Christmas in July Food Drive for local food pantry.

August
Ultimate Outcomes, Outcomes at least 5 listings taken, 4 listings under contract, 4 closings, 1 commercial listing taken or buyer/tenant closed
Sales Strategy: Attend one Networking Event, continue with FSBO campaign, 8th contact with farm/advocates, Continue to “farm” for commercial listings, Ask for referrals
Marketing Strategy: campaign for back to school offers/coupons
Projects – vacations won’t hurt me because I will be on vacation too.

September
Ultimate Outcomes, Outcomes at least 5 listings taken, 4 listings under contract, 4 closings, 1 commercial listing taken or buyer/tenant closed
Sales Strategy: Attend one Networking Event, continue with FSBO campaign, 9th contact with farm/advocates, Continue to “farm” for commercial listings, ask for Referrals.
Marketing Strategy: campaign for fall landscape tips and vendors special offers/coupons, preparing home for winter
Projects: Begin to interview personal assistant

October
Ultimate Outcomes, Outcomes at least 5 listings taken, 4 listings under contract, 4 closings, 1 commercial listing taken or buyer/tenant closed
Sales Strategy: Attend one Networking Event, continue with FSBO campaign, 10th contact with farm/advocates, Continue to “farm” for commercial listings, ask for referrals.
Marketing Strategy: Trick or Treat, consider going trick or treating and hand out treats instead of demanding them.
Projects:

November
Ultimate Outcomes, Outcomes at least 5 listings taken, 4 listings under contract, 4 closings, 1 commercial listing taken or buyer/tenant closed
Sales Strategy: Attend one Networking Event, continue with FSBO campaign, 11th contact with farm/advocates, continue to “farm” for commercial listings, ask for referrals.
Marketing Strategy – Thanksgiving cards and include recipe for Pumpkin Cheesecake, vendor specials for winter, snow removal, etc.
Projects: Food Drive

December
Ultimate Outcomes, Outcomes at least 5 listings taken, 4 listings under contract, 4 closings, 1 commercial listing taken or buyer/tenant closed
Sales Strategy: Attend one Networking Event, continue with FSBO campaign, 12th contact with farm/advocates, continue to “farm” for commercial listings, ask for referrals.
Marketing Strategy – Send out Holiday cards with 2009 calendars
Projects: Toy Drive. 2009 Sales and Marketing Plan

SALES & MARKETING PLAN FOR 2008

ULTIMATE OUTCOMES for 2008:

Double the Size of my Team from @ ____ to ____ Reps

Triple the size of Executive Code Group from ____ Reps

ANNUAL REVENUE PROJECTIONS:

Residual Income Monthly Check Up by 50% by end of 2008.
from $____to ____month..

Total Income Increase by 50% over 2007 - to $____annual in 2008

ANNUAL MARKETING STRATEGY for 2008 –Components:

1) Networking Groups
2) Events & Trade Shows
3) Add website with contact info capture
4) Referrals
5) More emphasis on target group marketing

ANNUAL PROJECTS (GOALS):

1) Continue to improve Team Training Conference Calls – teach scripts
2) Implement monthly Local Team Meetings in my area.
3) Implement weekly New Rep System Training with designated trainer(s).
Using GoToMeeting
4) Weekly Email Communication with entire downline
5) Monthly card campaign to customers, create reward for referrals
6) Pick one target group every 4 months for focus card campaigns and calls
7) Send a prospecting card to one group per week
Attend Eric’s 2 day events whenever possible, plus conference calls
9) Attend one Sendoutcards “TreatEmRight” personal growth seminar per quarter.
10)

JANUARY-Ultimate Outcomes – 1) ____on team by 1/16/08
Marketing Strategy: 2) Month Income Projection - $____

Networking: 2 group meetings
.
Project: Work with ____on content for new website and free article (per Eric)
Duplication Strategy: Start Team Calls, Local Team meetings, designated System Trainings, get AZ team to Eric’s January 23rd event.

FEBRUARY-Ultimate Outcomes – Monthly Income Projection - $____ & ____ on team
Marketing Strategy:

Networking: 2 group meetings
Calls and card campaign
Projects: Implement new Website, attend Eric’s Training Feb.21-22
Duplication Strategy: Weekly Team Calls, Monthly Team Meetings, System trainer(s)

ETC.

I. ANNUAL BASIS

A. Ultimate Outcomes for 2008 – (Goals)
1. Write _____ applications for the year
2. Create an extensive Database
3. Have series of scripts prepared
4. Recruit on part-time basis
5. Develop a testimonial book
6. Continue more personal development

B. Annual Revenue Projection: $270,000 - $300,000

C. Annual Marketing Strategy
1. Speaking engagements – minimum of two/month
a. Chamber of Commerce meetings
b. Rotary meetings
c. Luncheon with business owners
2. Be in front of _____business owners/executives per month – result of C.1. Average employee base will be _____ employees per company.
3. Have follow-up meetings with _____businesses
4. Follow-up meetings generate _____companies signing up for presentations
5. Generate an average of _____ company referrals/month
6. Present to an average of _____ companies per month. (Note: some companies will be larger, some smaller.)
7. Present to average of _____ employees per month.
8. Sign up average of _____ employees per month.
II. MONTHLY BASIS

A. January 2008
1. Ultimate Outcome: _____ applications
2. Monthly Revenue: _____
3. Marketing Strategy
a. Week 1: Appointment setting
b. Week 2: Presentation for _____ employees – goal
c. Week 3: Presentations for _____ employees – booked
d. Week 4: Presenting to _____ employees – goal
e. Week 5: No Presentations – some appt. setting
4. Projects:
a. January 24, 25: Lofholm meetings
b. Week 5: Creative Painting Convention – our last. Est. Rev. _____

B. February 2008
1. Ultimate Outcome: 150 applications
2. Monthly Revenue: _____
3. Marketing Strategy
a. Week 1: Presenting to 60 employees – appt. setting/speaking
b. Week 2: Same
c. Week 3: Same
d. Week 4: Same

C. March 2008
1. Ultimate Outcome: 75-80 applications
2. Monthly Revenue: _____
3. Marketing Strategy
a. Week 1: Presenting to 60 employees – appt. setting/speaking
b. Week 2: Appt. setting
c. Week 3: Appt. setting/speaking – possible presentation
d. Week 4: Presenting to 60 employees
4. Projects: Week 2 – PPL Convention OKC. Return on 19 March

D. April 2008
1. Ultimate Outcome: 200 Applications
2. Monthly Revenue: _____
3. Marketing Strategy: Week 1-5 presenting to 70 employees/week plus appointment setting and speaking engagements

E. May 2008
1. Ultimate Outcome: 200 Applications
2. Monthly Revenue: _____
3. Marketing Strategy: Week 1-4 presenting to 80 employees/week plus appointment setting and speaking engagements

III. MONTHLY BASIS - continued

a. June 2008
4. Ultimate Outcome: 150 Applications
5. Monthly Revenue: _____
6. Marketing Strategy: Week 1-4 presenting to 60 employees/week plus appointment setting and speaking engagements

b. July 2008
i. Ultimate Outcome: 180 Applications
ii. Monthly Revenue: _____
iii. Marketing Strategy: Week 1-5, presenting to 300 total employees plus appt setting and speaking engagements.
iv. Projects: July 24, 25: Lofholm meetings

c. August 2008
i. Ultimate Outcome: 300 Applications
ii. Monthly Revenue: _____
iii. Marketing Strategy: School Presentations – 500 employees or more

d. September 2008
i. Ultimate Outcome: 100 Applications
ii. Monthly Revenue: _____
iii. Marketing Strategy: Week 2-4, presenting to 60 employees/week, plus appt setting and speaking engagements
iv. Projects: Week 1 – PPL Convention Las Vegas

e. October 2008
i. Ultimate Outcome: 200 Applications
ii. Monthly Revenue: _____
iii. Marketing Strategy: Week 1-4, present to 80 employees/week, plus appt setting and speaking engagements

f. November 2008
i. Ultimate Outcome: 100 Applications
ii. Monthly Revenue: _____
iii. Marketing Strategy: Week 1-3, present to 60 employees/week

g. December 2008
i. Ultimate Outcome: Sales not focus point. Preparation and strategizing for 2009
ii. Projects: National Finals Rodeo, Christmas