Sample Sales Plan 6
Ultimate Outcomes for 2008
• Become a Sales Manager with ________ by July 31, 2008
• Become car qualified by Dec 31,2008
• My wife stops working by April 28, 2008 if she wishes.
• _____ Down line - 30
• ______ Sales Managers in my down line -2
Annual Revenue Projections
• A monthly ______ income of $10,000 per month by December 31, 2008.
• An annual ______ income of $90,000 for 2008.
Marketing Strategy
• Develop and maintain at least three different marketing strategies during the year.
• Working my local warm market for retail sales and build my business
• Working referrals.
• Classified Ads to develop my business
• Develop an e-book to promote my business
• Purchase leads to build my business.
• Free ads on internet like Craig’s list to build my business.
• BNI
Annual Projects
• Attend at least two training sessions at the ______ home office.
• Attend the ______ Annual Conference.
• Develop an efficient filing system
• Testimonial book
• Scripts book
• Data Base
• Referral system
• Hire a coach
• Develop a business web site.
• Develop a Monthly news letter.
Personal
• Two-week vacation with ______
• Take my meditation to the next level.
• Develop a mind movie and view it daily
• Buy a home in ______.
• Attend at least two of Eric’s seminars
• Paper Trade to develop my system, skills and goals.
Sample Sales Plan 5
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.
Sample Sales Plan 4
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
Sample Sales Plan 3
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.
Sample Sales Plan 2
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
Sample Sales Plan 1
2008 YEARLY MARKETING PLAN
Initial Statement: As you would say Eric, “Success takes as long as it takes”. This has been a year for me of input, examining, absorbing new ideas, failing at some of them, succeeding at others but realizing things do not have to be perfect, they just need to begin and they will be perfected along the way. This year will be the year of really moving out of my comfort zone. It should be fun & frustrating and take me to new places in my journey.
What I did well: I have formed a partnership with a few links:
1. Taken on a significant role in _______ membership cmts.
This will allow me to be of service to my members and to build strong partnerships with other insurance professionals.
2. Joined with an attorney who is a co-chair of the San Diego
_____ Attorneys. This will allow me to provide long term care to clients using their referrals. Also provide opportunities for speaking to their clients in groups.
3. Joined in partnership with an excellent financial planner.
That will provide an additional source of business & service.
4. Joined a LeTip Referral Group – weekly meetings to
Develop mutual business among 20 professionals.
5. Becoming involved in January in a tax seminar to market
To CPA’s & other attorneys.
Biggest Challenge: Time Management
1. I will design my schedule into blocks of time for morning
Calls: a. leads b. schedule talks in small business 1 Hr./day
2. Schedule Protégé Calls each month, be on Thursday calls
3. Schedule 2 – 1 week vacations per year
4. Schedule time for exercise (this is my hardest thing !)
5. Schedule meditation time
6. Write daily goals each evening for next day.
Success’s: Development of Partnering
So far this year my business has grown 99.4% ahead of last years. I attribute this to being involved in P.Protege Program. Although I have not been able to attend normal calls, my mind has changed and my focus has sharpened. I expect things to work out and do not look for problems, but see the way around each challenge. I avoid negativity like the plague. I am taking the partnering to a higher level (as mentioned above).
Yearly Production Goal
Total submitted business goal: $300,000 for year with majority of business coming from referral business. Hopefully leads will be generated from public speaking opportunities.
Areas Needing Support:
Finding groups to speak in front of regarding need of long term care.
I am so appreciative of Eric having some samples of Business & Marketing
plans on his blog. It gave me a clear insight of different ideas and strategies
I can implement to push my business goals and plan forward with
confidence. I am looking forward to having my business catapult forward
in 2012.