Sales and Marketing Plan - Sample Plan 2

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