YOUR CURRENT MARKETING AND YOUR GOALS. Your Guide to Creating Specific, Measurable, Agreed Upon, Reasonable, Time-Based Goals

Transcription

1 YOUR CURRENT MARKETING AND YOUR GOALS Your Guide to Creating Specific, Measurable, Agreed Upon, Reasonable, Time-Based Goals

2 YOUR CURRENT MARKETING Write down every marketing tactic that you re currently executing for your business. Think in terms of: Lead generation Moving to close/conversions Post-sales You re also going to want to know how much you re currently spending on your marketing. If you re not sure what you re spending, use the Marketing Budget Template, which you can get at bluesteelesolutions.com/resources/marketingbudget-template, to learn what you re spending each month and each year on your marketing. Lead Generation Amount spent monthly on all these items Amount spent yearly on all these items BlueSteeleSolutions.com Page 2

3 Moving To Close/Conversions Amount spent monthly on all these items Amount spent yearly on all these items Post Sales Amount spent monthly on all these items Amount spent yearly on all these items BlueSteeleSolutions.com Page 3

4 ESTIMATED BUDGET Write down your marketing budget in the spaces provided below. Try to come up with a budget independent of what you re currently spending on your marketing. Your budget should be between 6% and 20% of your gross revenue. So take a minute, do the math, and come up with a realistic budget for your marketing for the next 6 weeks, 6 months, and year. Estimated Marketing Budget Actual Marketing Budget BlueSteeleSolutions.com Page 4

5 TIME COMMITMENTS In the spaces provided, write down the amount of time that you, personally, can devote to your marketing, each week, in the coming 6 weeks, 6 months, and year, then do the same for your employees or teammates. You re going to write something like this: 5 hours/week, or 2 hours/ day or 2 days/month or 1 weekend/2 months Amount of Time I Can Devote Amount of Time Employees/Teammates Can Devote BlueSteeleSolutions.com Page 5

6 YOUR BIG, S.M.A.R.T. GOALS S.M.A.R.T. goals are: Specific, Measurable, Agreed Upon, Realistic, & Time-bound This is where you re going to write down you BIG goals for your business. They ll look a little something like this: I want to grow my online sales by 20% over the next 3 years or Our goal is to break into 2 new foreign markets for our product and acquire at least 2% market share within 5 years or Our goal is to open 3 new stores in the Dallas-Fort Worth area and bring them to 100% profitability within 1 year. BlueSteeleSolutions.com Page 6

7 SUBGOALS THAT SUPPORT YOUR BIG GOALS Write down some S.M.A.R.T. subgoals that will help you reach your big goals. Remember to think in terms of lead generation, moving to close/conversions, and post-sales. Remember, keep them S.M.A.R.T specific, measurable, agreed upon, realistic, and time-bound. If you have other stakeholders and decision makers who need to be consulted before setting these goals in stone, make sure you reach out to them and get their buy-in on the goals you ve set. Lead generation Moving to close/ conversions Post sales BlueSteeleSolutions.com Page 7

8 ASSIGN BUDGET/TIME TO SUBGOALS Assign a budget of both money and time to each of your subgoals. How much money and time over the next 6 weeks, 6 months, and year can you devote to lead generation, conversions, and post-sales activities? So, in each space provided, write down both the amount of money you re going to devote AND the amount of time you and your employees or teammates are going to devote to these efforts. Amount of Time and Money My Team and I Can Devote to Lead Generation BlueSteeleSolutions.com Page 8

9 Amount of Time and Money Employees/Teammates Can Devote to Conversions/Moving-to-Close Activities Amount of Time and Money Employees/Teammates Can Devote to Post-Sales Activities BlueSteeleSolutions.com Page 9