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

This section will offer a financial overview of Southeast Health as it relates to the marketing activities. Southeast Health will address Break-even Analysis, Sales Forecasts, Expense Forecasts, and how they link to the marketing strategy.

Break-even Analysis

Break even, based upon fixed initial market overheads, will be attained prior to the end of year two.

Cost control and market maturation will then accelerate profitability that increases disproportionately as market development costs are offset with a critical mass of baseline business in each new market.

Break-even Analysis

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Break-even Analysis
  
Monthly Revenue Break-even$59,804
  
Assumptions: 
Average Percent Variable Cost20%
Estimated Monthly Fixed Cost$58,608

Sales Forecast

The following Sales Forecasts are based upon the premises previously presented. Management feels these forecasts are highly attainable.

Sales Forecast

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Sales Forecast
 200320042005
Sales   
Self-insured$168,150$301,221$367,665
Carrier identified$75,668$135,549$165,449
Total Sales$243,818$436,770$533,114
    
Direct Cost of Sales200320042005
Self-insured$33,630$60,244$73,533
Carrier identified$15,134$27,110$33,090
Subtotal Direct Cost of Sales$48,764$87,354$106,623

Expense Forecast

The Marketing Expenses are to be budgeted so that they ramp up significantly during the first quarter as Southeast Health struggles to gain visibility within the industry. The expenses will settle a bit during the second and third quarter and rise again in the fourth quarter.

Marketing Expense Budget

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Marketing Expense Budget
 200320042005
Advertisements$46,600$52,000$58,000
Direct Mailings$9,786$10,920$12,180
Other$36,348$40,560$45,240
 ------------------------------------
Total Sales and Marketing Expenses$92,734$103,480$115,420
Percent of Sales38.03%23.69%21.65%

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