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This sample marketing plan was created with Marketing Plan Pro software.

This section will offer a financial overview of Ideal, as it relates to the marketing activities. Ideal will address break-even analysis, sales forecasts, expenses forecasts, and how they link to the marketing strategy.

Break-even Analysis

The break-even analysis indicates that $15,609 will be needed in monthly revenue to reach the break-even point.

Break-even Analysis

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Break-even Analysis
  
Monthly Revenue Break-even$13,271
  
Assumptions: 
Average Percent Variable Cost15%
Estimated Monthly Fixed Cost$13,268

Sales Forecast

The first month will be used to set up the office. This will include choosing the site, purchasing the furniture, as well as setting up the computer network. During this first month Sarah will be contacting some of her former colleagues.

The first week of the second month will be used for an intensive training of two of the support staff. The last three weeks of the month will see some sales activity. Sales will steadily increase from this point.

Month five will see the hiring of the final two support staff. They will also be trained during the first week of the month and then will take on a work load.

Sales Forecast

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Sales Forecast
 200320042005
Sales   
Exclusive agents$51,049$112,548$121,458
Insurance brokers$59,812$125,745$134,745
Total Sales$110,861$238,293$256,203
    
Direct Cost of Sales200320042005
Exclusive agents$7,657$16,882$18,219
Insurance brokers$8,972$18,862$20,212
Subtotal Direct Cost of Sales$16,629$35,744$38,430

Expense Forecast

Marketing expenses are to be budgeted so that they are high during the first quarter; a function of the desire to generate visibility for the start-up company. After the first quarter, the expenses will fluctuate depending on what marketing activities are occurring during each month.

Marketing Expense Budget

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Marketing Expense Budget
 200320042005
Advertisements$2,920$4,000$5,000
Trade shows$2,700$3,000$3,500
Other$2,025$2,250$2,500
 ------------------------------------
Total Sales and Marketing Expenses$7,645$9,250$11,000
Percent of Sales6.90%3.88%4.29%

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