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

Advertising: Will be used on a limited basis. Direct mail will be used to encourage referrals and to promote a new tag line,"Why wait for trouble?" We will consider advertising in select trade magazines if the PR proves it to be an effective target market.

Public Relations: We will create articles and several white papers on what to look for in troubled times and the first signs of decline, as a means to promote our company. Our vehicle for publishing will be primarily online, and offline will most particularly be with the local chamber.

Referral: Our referral strategy will be to develop win-win workshops with the slant,"Why wait for trouble?" We are also looking at other avenues to pursue; most financial people are interested in our ability to stop the bleeding and preserve the equity in their accounts. By partnering with them,  it leaves them to perform the financial side while we handle the balance, and this adds a great tool for them to extend their service with their clients.

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