Marketing Plan Checklist

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1 MY BUSINESS GOALS GOAL 1: GOAL 2: BRANDING Is your overall image at its best? Does your logo or company collateral need updating to bring it into the 21st century? Can your target market relate to your key messages? Areas you may need to consider include: CORPORATE IDENTITY Logo / Taglines Uniforms Corporate Colours Brand Guidelines COMMUNICATION Advertising Public Relations Internal/ External Updates MESSAGING Key Messages Company Values COMPANY COLLATERAL Letterhead Business Cards With Comp Slips Envelopes MARKETING COLLATERAL Sales Brochures Web Content Visual Aids Page 1

2 PROMOTION What communication methods best suit your product or service? DIGITAL PROMOTION Website (new/ update) Blogging Social Media Facebook Twitter Pinterest YouTube LinkedIn Instagram Google+ PR & PUBLICITY Newspapers articles Magazines articles TV/ radio presentations Charitable contributions Speeches Issue Advertising Seminars SALES PROMOTION Coupons Sweepstakes Competitions Product Samples Rebates Trade Shows / Exhibitions PERSONAL SELLING Sales presentations Meetings Sales Training Incentive programs Telemarketing NETWORKING Industry Events Chamber of Commerce Industry Networking Groups Industry Associations Trade Shows/ Exhibitions Online (e.g. LinkedIn) Page 2

3 ADVERTISING What communication medium will you use to reach your target market? PRINT Newspapers Local State National Magazines Local Directories / Guide Books DIGITAL Website Banners s (sent by other companies to their customers) Texts (SMS/ MMS) Blogs Social Networking Ads Search Engine Results Page RADIO/ TV Radio Television OUTDOOR Billboards Posters Mobile Billboards (mounted on vehicles or digital screens) IN-STORE PROMOTIONS Product Placement (end of aisles, eye-level on shelves, near checkout) Eye-catching Displays Shopping Carts (Ads) In-Store Video Displays Page 3

4 DIRECT MARKETING Direct Marketing is marketing messages that are addressed directly to a list of customers and/ or prospects. It seeks to drive a specific call to actions e.g. signing up to a newsletter, completing and returning a form etc. Direct marketing emphasises track-able, measurable responses, results and costs from prospects and/ or customers. Some direct marketing methods you may like to consider include: MOBILE MESSAGING SMS (text based) MMS (image based) Push Notifications Smart Phone Apps QR Codes Mobile Advertising (advertising on web pages specifically meant for access by mobile devices) MARKETING Customer Database Purchased Lists Affiliates & Friends FLYERS & LETTERS Welcome Letters (membership sign up, etc.) Promotional Letters Product/ Service Brochures Flyers / Postcards PUBLICATION DISTRIBUTION Newsletters Magazines Catalogues Page 4

5 CUSTOMER RELATIONSHIP MANAGEMENT Customer Relationship Management (CRM) is a model for managing a company s interactions with current and future customers. It involves using technology to organise, automate, and synchronize sales, marketing, customer services and technical support. What kind of CRM system do you have in place to manage the interactions between your staff and your customers? Do you need to put a system into place, or perhaps update the one you have? NEXT STEPS Step 1: Step 2: Step 3: Create a marketing budget with estimate costs for each marketing method you intend on carrying out. You may need to request some quotes from some suppliers (e.g. printers, advertising opportunities, creative designers etc.) in order to help you complete your budget. Create a tactical marketing calendar and fill in the days/ weeks/ months that you intend to carry out your chosen marketing methods. Refer back to your marketing calendar whenever needed in order to keep on track to reach your goals and objectives. Need help marketing your small business? Lasso Marketing provides a range of marketing solutions for small businesses if all kinds. Visit our website for more information - lassomarketing.com.au LASSO M A R K E T I N G Page 5

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