Marketing Plan Worksheet
MARKETING PLAN WORKSHEET EXAMPLE
STEP 1:
Decide on the time frame of your plan. TIME FRAME: Write down your objective. The objective is what you want to accomplish with your marketing. Make it quantifiable and as specific as possible. OBJECTIVE: Write down the strategy you will use. The strategy is how you will accomplish your objective. STRATEGY: Second half of 2018; June 1 – December 31. List 7 properties in the second half of the year through repeat and referral business. Ensure my clients have me top of mind by connecting on a consistent basis through different means and offering value-added services.
STEP 2:
Choose the methods you will use to build relationships. A good marketing mix should have at least 4 different methods. Here are some ideas:
MARKETING METHODS: PHONE CALL | SOCIAL MEDIA | SPONSORSHIP | ADVERTISING | CLIENT APPRECIATION | VIDEO NEWSLETTER (PRINT) | NEWSLETTER (EMAIL) | NOTE CARDS | COFFEE/LUNCH | JUST LISTED/SOLD
Write down your choices, why you chose them, plan their frequency and who will do the work.
MARKETING METHOD
RESPONSIBILITY OF?
WHY?
HOW OFTEN?
3x per week min, varies use as supplement to other marketing
Fast, posts can be scheduled, can add current and engaging topics Tactile, interactive, sticks around the home, typically opened when clients have more time to think about me Personal, real connection, takes time – shows care
Me
1x per month
Outsource
Printed Newsletter
1 – 2 x per year (each client)
Me
Phone Calls
STEP 3:
Write down your plan. Schedule the tasks that you decided to take on yourself in your calendar and confirm the schedule for your outsourced marketing.
TARGET AUDIENCE
TIME INVESTMENT
EXPECTED RESULT
ACTUAL RESULT
RESPONSIBILITY OF?
DATE
METHOD
TOPIC
Aug. 14
NL - Print
Home & Garden
SOI, Clients
DMS Connect
Ø
1 listing
3 calls
Every Week (3x min.)
Social Media
Various
FB Followers
Me
1 hr.
8 likes
15 likes
Phone Call
Say Hi
John Smith
Me
2 hr.
1 listing
1 listing
Aug. 28
Put your plan where you can see it - every day. Now go forth and strengthen your relationships and build your business!
phone 780 489 2969 toll free 1 800 309 1747 fax 780 486 1421 email consult@dmsmarketing.ca address 101-10620 178 St NW Edmonton, AB T5S 2E3 website www.dmsmarketing.ca
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