marketing plan checklist · marketing plan checklist my business goals goal 1: goal 2: branding is...
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Page 1
Marketing Plan Checklist
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 Other
COMMUNICATION
Advertising
Public Relations
Internal/ External Updates Other
MESSAGING
Key Messages
Company Values
Other
MARKETING COLLATERAL
Sales Brochures
Web Content Visual Aids Other
COMPANY COLLATERAL
Letterhead
Business Cards
With Comp Slips Envelopes Other
lassomarketing.com.au || [email protected] || 0422 260 216
Page 2
Marketing Plan Checklist
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)
lassomarketing.com.au || [email protected] || 0422 260 216
Page 3
Marketing Plan Checklist
ADVERTISING
What communication medium will you use to reach your target market?
Newspapers Local
State
National
Magazines
Local Directories / Guide Books
DIGITAL
Website Banners
Emails (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
lassomarketing.com.au || [email protected] || 0422 260 216
Page 4
Marketing Plan Checklist
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, com-pleting 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)
EMAIL MARKETING
Customer Database
Purchased Lists
Affiliates & Friends
Other
PUBLICATION DISTRIBUTION Newsletters
Magazines
Catalogues
Other
FLYERS & LETTERS
Welcome Letters (membership sign up, etc.)
Promotional Letters
Product/ Service Brochures
Flyers / Postcards
Other
lassomarketing.com.au || [email protected] || 0422 260 216
Page 5
Marketing Plan Checklist
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 syn-chronize 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: 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.
Step 2: Create a tactical marketing calendar and fill in the days/ weeks/ months that you intend to carry out your chosen marketing methods.
Step 3: 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
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