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This sample marketing plan can be edited directly in Sales and Marketing Pro software.

The email newsletter will be sent out twice a month to our email list. This list is expected to grow as some suspects respond to the postcards or advertisements. The email newsletter will contain helpful information about small business tips, bookkeeping and accounting systems, and information on the growing pains felt by small businesses. It will include information on the monthly webinars, giving the time of the next upcoming webinar.

The webinar will be held during the business day, early in the day in the middle of the week, to avoid the crunches of work experienced by business owners at the beginning and end of each week. The webinar will require a small fee, which will yield just prospects who are very interested in taking the next step and finding a solution. Up to 100 prospects can attend each webinar. The webinar will cycle through 6 topics of interest to small business owners.

Webinar suspects will be followed up by phone to hear their feedback on the webinar and offer them the bookkeeping and accounting services. It is expected that the webinar will lead to some suspects calling us directly, before this phone call can be made, as the webinar itself will contain some information on the service offering. The marketing kit will be used as a sales tool at this point and either sent to clients to discuss by phone or presented to clients in person at appointments.

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