|
|
|

| Sales Forecast |
| Diamond Club Annual Maintenance |
0% |
20 |
22 |
24 |
26 |
28 |
30 |
32 |
34 |
36 |
38 |
40 |
42 |
| Plumbing Repairs |
0% |
40 |
40 |
40 |
40 |
40 |
40 |
40 |
40 |
40 |
40 |
40 |
40 |
| Real Estate Referrals/Installations |
0% |
3 |
5 |
7 |
9 |
11 |
11 |
11 |
11 |
11 |
6 |
4 |
2 |
| Total Unit Sales |
|
63 |
67 |
71 |
75 |
79 |
81 |
83 |
85 |
87 |
84 |
84 |
84 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Diamond Club Annual Maintenance |
|
$85.00 |
$85.00 |
$85.00 |
$85.00 |
$85.00 |
$85.00 |
$85.00 |
$85.00 |
$85.00 |
$85.00 |
$85.00 |
$85.00 |
| Plumbing Repairs |
|
$350.00 |
$350.00 |
$350.00 |
$350.00 |
$350.00 |
$350.00 |
$350.00 |
$350.00 |
$350.00 |
$350.00 |
$350.00 |
$350.00 |
| Real Estate Referrals/Installations |
|
$3,000.00 |
$3,000.00 |
$3,000.00 |
$3,000.00 |
$3,000.00 |
$3,000.00 |
$3,500.00 |
$3,500.00 |
$3,500.00 |
$3,500.00 |
$3,500.00 |
$3,500.00 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Diamond Club Annual Maintenance |
|
$1,700 |
$1,870 |
$2,040 |
$2,210 |
$2,380 |
$2,550 |
$2,720 |
$2,890 |
$3,060 |
$3,230 |
$3,400 |
$3,570 |
| Plumbing Repairs |
|
$14,000 |
$14,000 |
$14,000 |
$14,000 |
$14,000 |
$14,000 |
$14,000 |
$14,000 |
$14,000 |
$14,000 |
$14,000 |
$14,000 |
| Real Estate Referrals/Installations |
|
$9,000 |
$15,000 |
$21,000 |
$27,000 |
$33,000 |
$33,000 |
$38,500 |
$38,500 |
$38,500 |
$21,000 |
$14,000 |
$7,000 |
| Total Sales |
|
$24,700 |
$30,870 |
$37,040 |
$43,210 |
$49,380 |
$49,550 |
$55,220 |
$55,390 |
$55,560 |
$38,230 |
$31,400 |
$24,570 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Diamond Club Annual Maintenance |
25.00% |
$21.25 |
$23.25 |
$21.25 |
$21.25 |
$21.25 |
$21.25 |
$21.25 |
$21.25 |
$21.25 |
$21.25 |
$21.25 |
$21.25 |
| Plumbing Repairs |
25.00% |
$87.50 |
$87.50 |
$87.50 |
$87.50 |
$87.50 |
$87.50 |
$87.50 |
$87.50 |
$87.50 |
$87.50 |
$87.50 |
$87.50 |
| Real Estate Referrals/Installations |
25.00% |
$750.00 |
$750.00 |
$750.00 |
$750.00 |
$750.00 |
$750.00 |
$875.00 |
$875.00 |
$875.00 |
$875.00 |
$875.00 |
$875.00 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Diamond Club Annual Maintenance |
|
$425 |
$512 |
$510 |
$553 |
$595 |
$638 |
$680 |
$723 |
$765 |
$808 |
$850 |
$893 |
| Plumbing Repairs |
|
$3,500 |
$3,500 |
$3,500 |
$3,500 |
$3,500 |
$3,500 |
$3,500 |
$3,500 |
$3,500 |
$3,500 |
$3,500 |
$3,500 |
| Real Estate Referrals/Installations |
|
$2,250 |
$3,750 |
$5,250 |
$6,750 |
$8,250 |
$8,250 |
$9,625 |
$9,625 |
$9,625 |
$5,250 |
$3,500 |
$1,750 |
| Subtotal Direct Cost of Sales |
|
$6,175 |
$7,762 |
$9,260 |
$10,803 |
$12,345 |
$12,388 |
$13,805 |
$13,848 |
$13,890 |
$9,558 |
$7,850 |
$6,143 |
| Marketing Expense Budget |
| Direct Mail Postcards |
|
$30 |
$30 |
$30 |
$30 |
$30 |
$30 |
$30 |
$30 |
$30 |
$30 |
$30 |
$30 |
| Weekly 'branding' ad in local newspaper |
|
$50 |
$50 |
$50 |
$50 |
$50 |
$50 |
$50 |
$50 |
$50 |
$50 |
$50 |
$50 |
| Yellow Page Print Campaign |
|
$40 |
$40 |
$40 |
$40 |
$40 |
$40 |
$40 |
$40 |
$40 |
$40 |
$40 |
$40 |
| Online AdWords |
|
$100 |
$100 |
$100 |
$100 |
$100 |
$100 |
$100 |
$100 |
$100 |
$100 |
$100 |
$100 |
| Printed Company Newsletter (twice a year) |
|
$0 |
$0 |
$250 |
$0 |
$0 |
$0 |
$0 |
$0 |
$250 |
$0 |
$0 |
$0 |
| Client Appreciation/Open House (annual) |
|
$0 |
$0 |
$0 |
$0 |
$0 |
$0 |
$0 |
$0 |
$0 |
$5,000 |
$0 |
$0 |
| Free Report/Prospects |
|
$20 |
$20 |
$20 |
$20 |
$20 |
$20 |
$20 |
$20 |
$20 |
$20 |
$20 |
$20 |
| Free 'Tips' handout/Prospects |
|
$10 |
$10 |
$10 |
$10 |
$10 |
$10 |
$10 |
$10 |
$10 |
$10 |
$10 |
$10 |
| Other |
|
$0 |
$0 |
$0 |
$0 |
$0 |
$0 |
$0 |
$0 |
$0 |
$0 |
$0 |
$0 |
|
|
------------ |
------------ |
------------ |
------------ |
------------ |
------------ |
------------ |
------------ |
------------ |
------------ |
------------ |
------------ |
| Percent of Sales |
|
1.01% |
0.81% |
1.35% |
0.58% |
0.51% |
0.50% |
0.45% |
0.45% |
0.90% |
13.73% |
0.80% |
1.02% |
| Key Marketing Metrics |
| Leads |
|
10 |
10 |
10 |
12 |
14 |
16 |
16 |
18 |
16 |
14 |
12 |
11 |
| Leads Converted |
|
40.00% |
40.00% |
40.00% |
40.00% |
40.00% |
40.00% |
40.00% |
40.00% |
40.00% |
40.00% |
40.00% |
40.00% |
| Avg. Transactions/Customer |
|
1 |
1 |
1 |
1 |
1 |
1 |
1 |
1 |
1 |
1 |
1 |
1 |
| Avg. $/Customer |
|
$2,000 |
$2,000 |
$2,000 |
$2,000 |
$2,000 |
$2,000 |
$2,000 |
$2,000 |
$2,000 |
$2,000 |
$2,000 |
$2,000 |
| Referrals |
|
3 |
3 |
3 |
3 |
3 |
3 |
3 |
3 |
3 |
3 |
3 |
3 |
| PR Mentions |
|
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
| Testimonials |
|
2 |
2 |
2 |
2 |
2 |
2 |
2 |
2 |
2 |
2 |
2 |
2 |
| Other |
|
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
| Gap Dashboard |
| New certification |
|
0 |
0 |
1 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
1 |
0 |
| Personal 3 |
|
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| New Diamond accounts |
|
2 |
2 |
4 |
6 |
10 |
15 |
15 |
15 |
20 |
20 |
25 |
20 |
| New construction installations |
|
1 |
1 |
3 |
3 |
5 |
6 |
9 |
6 |
5 |
5 |
4 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Update website |
|
0 |
0 |
0 |
0 |
1 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
| Actively solicit testimonials |
|
3 |
3 |
3 |
3 |
3 |
6 |
6 |
6 |
6 |
6 |
3 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Develop long-term relationship with local real estate developers |
|
0 |
0 |
0 |
0 |
1 |
0 |
0 |
1 |
1 |
0 |
0 |
0 |
| Strategic 3 |
|
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
|