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This sample marketing plan was written by Elizabeth Walker of . This sample marketing plan can be edited directly in Sales and Marketing Pro software.

We will first create a suite of integrated tools, including the following:

Leads will come into the system from a variety of sources and be entered into the CRM system and assigned to an account manager.

Our automated follow-up system will respond to leads as follows:

Downloaded a general information piece from the site, did not request a follow up call:

  • Thank you plus invitation to low cost Breakfast Briefings and Lunch-and-Learn. Then they are entered into 45-day email General Interest series with variety of offers. Phone calls are scheduled by account managers after 30 days. After 45 days they go on monthly newsletter list.

Downloaded a specific course sheet:

  • Thank you plus account manager phone call. People who do not convert go to on of the 45-day email Specific Interest series with variety of offers: small business, technical training, skills training, personal effectiveness training. Phone calls are scheduled by account managers after 30 days. After 45 days they go on monthly newsletter list.

Phoned the office:

  • Scripted response to assess areas of interest and likelihood of purchase plus invitation to low cost Breakfast Briefings and Lunch-and-Learn as appropriate. People who do not convert are entered in the appropriate 45-day series.

Request newsletter:

  • Added to newsletter distribution list

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