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Marketing Coach Marketing Plan

by Joe Dager

Marketing Coach

This sample marketing plan was written by Joe Dager of Business 901. This sample marketing plan can be edited directly in Sales and Marketing Pro software.

About the author
Joe Dager is President of Business901, a progressive coaching company providing no-nonsense direction in areas such as target marketing and organized referral marketing. As a certified coach of the Duct Tape Marketing Consulting organization, Business901 provides practical, information-rich, immediately-applicable direction that profoundly impacts the success of small- and mid-sized businesses and organizations.

Business901 has designed their services and product offerings so that they are implementable systems that work in the real, not enough time, not enough people world we operate in. We provide tools that simplify the marketing process, not complicate it. A system provides a clear line of sight and enables others to reproduce these efforts. A system, simply stated, makes for success. It does not complicate your life, it will make it easier. Our processes are tailored to what you need NOW. The system is developed and implemented around your needs, not the other way around.

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Marketing Vision

Our vision is that in 3 to 5 years we will be implementing through content rich material and processes that have become an industry norm on how to go about installing a marketing system.  

1.1 Goals

Personal Goals:

  • Finish my book by the end of the year
  • Become more efficient at storytelling
  • Take time off this year 

Business Goals:

  • Increase consulting engagements from three to six by year's end
  • Have minimum of five year-long engagements ongoing by August
  • Have 50 attendees per month in webinars

Strategic Goals:

  • Increase speaking engagements by the end of year
  • Create smooth transition between the steps of the marketing funnel

Tactical Goals:

  • Call five people a day, period
  • Use social media to promote our expertise with past clients
  • Develop cross-promotions for the book with key expert partners

1.2 Purpose

Our business exists to install a simple, affordable, effective and repeatable process into someone's business. Sometimes it can be done in 30 to 90 days, but typically it will take a full year commitment from a firm to establish the foundation, instruments and processes for this to become part of their business culture. 

1.3 Picture

The picture we want to paint is that a customer has the ability for their marketing to operate without panic, confusion or scrambling to get something done. Marketing works when it is a process and things are done on a schedule supporting the previous and future steps.

1.4 Gap Dashboard

These key metrics need to be monitored. If we achieve these we believe that we will prosper and succeed in business. But, more importantly, we feel that if we make these efforts and our business is suffering it is apparent that our tactics and strategies need to be adjusted. Using this as an indicator and monitoring our marketing funnel successfully will allow us the freedom and opportunity desired in owning our own business. 

Gap Dashboard
2009 2010 2011
Personal
Book with a chapter a month 12 12 12
Storytelling 3 3 3
1 week vacation 4 4 5
Business
Consulting Engagements 6 8 10
Year Long Engagements 5 6 8
Webinar Attendance 50 75 100
Tactical
Call 5 people a day 240 360 480
Smooth transition on Funnel 7 7 7
0 0 0
Strategic
Open source Development 7 10 14
Blogsite 4 4 4
0 0 0
previous
next
Edit This Plan
Gap Dashboard
2009 2010 2011
Personal
Book with a chapter a month 12 12 12
Storytelling 3 3 3
1 week vacation 4 4 5
Business
Consulting Engagements 6 8 10
Year Long Engagements 5 6 8
Webinar Attendance 50 75 100
Tactical
Call 5 people a day 240 360 480
Smooth transition on Funnel 7 7 7
0 0 0
Strategic
Open source Development 7 10 14
Blogsite 4 4 4
0 0 0