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

Facebook

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

MARKETING PLAN WORKSHEET

STEP 1:

TIME FRAME: OBJECTIVE: STRATEGY:

STEP 2:

MARKETING METHODS: PHONE CALL | SOCIAL MEDIA | SPONSORSHIP | ADVERTISING | CLIENT APPRECIATION | VIDEO NEWSLETTER (PRINT) | NEWSLETTER (EMAIL) | NOTE CARDS | COFFEE/LUNCH | JUST LISTED/SOLD Choose a minimum of 4 methods, write them below then move to step 3 on reverse.

MARKETING METHOD

RESPONSIBILITY OF?

WHY?

HOW OFTEN?

Now you’re ready to set up your plan!

NOTES:

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

MARKETING PLAN WORKSHEET

STEP 3:

TARGET AUDIENCE

TIME INVESTMENT

EXPECTED RESULT

ACTUAL RESULT

RESPONSIBILITY OF?

DATE

METHOD

TOPIC

NOTES:

NEXT LEVEL MARKETING TIPS: 1. Consistent marketing shows you’re dependable 2. Content should be valuable & engaging 3. Add personality so you stand out 4. Outsourcing frees up your time & energy 5. Have 100+ people in your SOI. Your SOI are the people you WANT to do business with, let them know.

CALL US WHEN YOU’RE READY TO OUTSOURCE YOUR MARKETING!

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