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This sample marketing plan can be edited directly in Sales and Marketing Pro software.

Sales Forecast

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Sales Forecast
Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month 8 Month 9 Month 10 Month 11 Month 12
Unit Sales
Propery Insurance 25 29 32 37 42 48 55 63 71 81 93 106
Life Insurance 12 13 15 17 20 22 25 28 37 38 42 49
Long Term Care/Disability 0 0 0 0 0 1 1 2 3 5 6 8
Valuable Items 13 15 17 20 23 26 29 33 38 43 49 57
Personal Liability 0 0 0 0 0 0 2 4 7 11 15 18
Total Unit Sales 50 57 64 74 85 97 112 130 156 178 205 238
Unit Prices Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month 8 Month 9 Month 10 Month 11 Month 12
Propery Insurance $100.00 $100.00 $100.00 $100.00 $100.00 $100.00 $100.00 $100.00 $100.00 $100.00 $100.00 $100.00
Life Insurance $150.00 $150.00 $150.00 $150.00 $150.00 $150.00 $150.00 $150.00 $150.00 $150.00 $150.00 $150.00
Long Term Care/Disability $150.00 $150.00 $150.00 $150.00 $150.00 $150.00 $150.00 $150.00 $150.00 $150.00 $150.00 $150.00
Valuable Items $75.00 $75.00 $75.00 $75.00 $75.00 $75.00 $75.00 $75.00 $75.00 $75.00 $75.00 $75.00
Personal Liability $75.00 $75.00 $75.00 $75.00 $75.00 $75.00 $75.00 $75.00 $75.00 $75.00 $75.00 $75.00
Sales
Propery Insurance $2,500 $2,900 $3,200 $3,700 $4,200 $4,800 $5,500 $6,300 $7,100 $8,100 $9,300 $10,600
Life Insurance $1,800 $1,950 $2,250 $2,550 $3,000 $3,300 $3,750 $4,200 $5,550 $5,700 $6,300 $7,350
Long Term Care/Disability $0 $0 $0 $0 $0 $150 $150 $300 $450 $750 $900 $1,200
Valuable Items $975 $1,125 $1,275 $1,500 $1,725 $1,950 $2,175 $2,475 $2,850 $3,225 $3,675 $4,275
Personal Liability $0 $0 $0 $0 $0 $0 $150 $300 $525 $825 $1,125 $1,350
Total Sales $5,275 $5,975 $6,725 $7,750 $8,925 $10,200 $11,725 $13,575 $16,475 $18,600 $21,300 $24,775
Direct Unit Costs Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month 8 Month 9 Month 10 Month 11 Month 12
Propery Insurance 16.00% $16.00 $16.00 $16.00 $16.00 $16.00 $16.00 $16.00 $16.00 $16.00 $16.00 $16.00 $16.00
Life Insurance 16.00% $24.00 $24.00 $24.00 $24.00 $24.00 $24.00 $24.00 $24.00 $24.00 $24.00 $24.00 $24.00
Long Term Care/Disability 16.00% $24.00 $24.00 $24.00 $24.00 $24.00 $24.00 $24.00 $24.00 $24.00 $24.00 $24.00 $24.00
Valuable Items 16.00% $12.00 $12.00 $12.00 $12.00 $12.00 $12.00 $12.00 $12.00 $12.00 $12.00 $12.00 $12.00
Personal Liability 16.00% $12.00 $12.00 $12.00 $12.00 $12.00 $12.00 $12.00 $12.00 $12.00 $12.00 $12.00 $12.00
Direct Cost of Sales
Propery Insurance $400 $464 $512 $592 $672 $768 $880 $1,008 $1,136 $1,296 $1,488 $1,696
Life Insurance $288 $312 $360 $408 $480 $528 $600 $672 $888 $912 $1,008 $1,176
Long Term Care/Disability $0 $0 $0 $0 $0 $24 $24 $48 $72 $120 $144 $192
Valuable Items $156 $180 $204 $240 $276 $312 $348 $396 $456 $516 $588 $684
Personal Liability $0 $0 $0 $0 $0 $0 $24 $48 $84 $132 $180 $216
Subtotal Direct Cost of Sales $844 $956 $1,076 $1,240 $1,428 $1,632 $1,876 $2,172 $2,636 $2,976 $3,408 $3,964

Marketing Expense Budget

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Marketing Expense Budget
Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month 8 Month 9 Month 10 Month 11 Month 12
Direct Mail $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $1,000
Print Advertising $100 $100 $100 $100 $100 $100 $100 $100 $100 $100 $100 $100
Flyers $50 $50 $50 $50 $50 $50 $50 $50 $50 $50 $50 $50
Seminars $1,000 $0 $1,000 $0 $1,000 $0 $1,000 $0 $1,000 $0 $1,000 $0
Thank You Gifts $100 $120 $140 $160 $180 $200 $220 $240 $260 $280 $300 $320
Pay-Per-Click Advertising $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500
Informational Booklets $1,000 $0 $0 $0 $0 $0 $1,000 $0 $0 $0 $0 $0
Other $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500
------------ ------------ ------------ ------------ ------------ ------------ ------------ ------------ ------------ ------------ ------------ ------------
Total Sales and Marketing Expenses $3,750 $1,770 $2,790 $1,810 $2,830 $1,850 $3,870 $1,890 $2,910 $1,930 $2,950 $2,470
Percent of Sales 71.09% 29.62% 41.49% 23.35% 31.71% 18.14% 33.01% 13.92% 17.66% 10.38% 13.85% 9.97%

Key Marketing Metrics

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Key Marketing Metrics
Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month 8 Month 9 Month 10 Month 11 Month 12
Revenue $5,275 $5,975 $6,725 $7,750 $8,925 $10,200 $11,725 $13,575 $16,475 $18,600 $21,300 $24,775
Leads 117 133 149 172 198 227 261 302 349 394 430 501
Leads Converted 20.00% 20.00% 20.00% 20.00% 20.00% 20.00% 20.00% 20.00% 21.00% 21.00% 22.00% 22.00%
Avg. Transactions/Customer 1.50 1.50 1.50 1.50 1.50 1.50 1.50 1.50 1.50 1.50 1.50 1.50
Avg. $/Customer $150 $150 $150 $150 $150 $150 $150 $150 $150 $150 $150 $150
Referrals 0 25 28 30 33 37 40 44 49 54 59 65
PR Mentions 0 1 1 1 1 1 2 2 2 2 2 2
Testimonials 0 10 15 21 25 30 33 35 36 37 39 40
Other 0 0 0 0 0 0 0 0 0 0 0 0

Gap Dashboard

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Gap Dashboard
Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month 8 Month 9 Month 10 Month 11 Month 12
Personal
Hours spent on marketing 40 30 25 25 20 20 20 20 20 20 20 20
Hours required for educational materials (blog, newsletter, seminar, booklet) 40 20 15 15 10 10 10 10 10 10 10 10
Business
Sales $5,275 $5,975 $6,725 $7,750 $8,925 $10,200 $11,725 $13,575 $16,475 $18,600 $21,300 $24,775
Cost of Sales $844 $956 $1,076 $1,240 $1,428 $1,632 $1,876 $2,172 $2,636 $2,976 $3,408 $3,964
Tactical
Leads from marketing 117 133 149 172 198 227 261 302 349 394 430 501
Leads from referrals 0 25 28 30 33 37 40 44 49 54 59 65
Strategic
PR Mentions 0 1 1 1 1 1 2 2 2 2 2 2
Renewal Rate 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0%

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