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

Earl Estates will fit marketing activities in on a daily and weekly basis through the following disciplines:

  • Devoting 9-10 AM every morning to the marketing "theme" of the month
  • Devoting a weekly time, Monday 1 pm - 3 pm, to review the last week's numbers against projections and previous weeks
  • Devoting a weekly time, Friday 1 pm - 2 pm, to schedule work on the marketing theme as well as other marketing activities for the next week
  • The office assistant will be responsible for handling all incoming calls during these times and making sure they stay clear on the office schedule

Earl Estates will hire an additional agent at the point when he can no longer handle the volume of clients, which is projected to be when he has eight clients at a time, if not earlier. This will ensure that he retains his own time for marketing activities and delegates additional  work to new hires.  

The Milestones table represents the key development activities over the next year as new systems are implemented and old systems are redesigned or updated.

Monthly

Months Marketing Theme
1 Information session design review & planning
2 Monthly bulletin
3 Professional referral program
4 Customer satisfaction survey process
5 WOW tactics
6 Website
7 Blog
8 Marketing Kit
9 Advertising methods
10 Marketing training process
11 Customer referral program
12 How-to guide

Milestones

Create or edit this table


Milestones
Advertising Start Date End Date Budget Manager Executed By
Record new radio spot 2/1/2010 2/15/2010 $2,000 JL Marketing firm
Design new print ad campaign 2/1/2010 2/28/2010 $2,000 JL Marketing firm
Choose printer for bulletin 1/15/2010 1/31/2010 $0 JL JL
Total Advertising Budget $4,000
PR Start Date End Date Budget Manager Executed By
Set up online alerts for PR tracking 1/15/2010 2/28/2010 $0 JL Assistant
Brainstorm 20 ideas for info sessions 3/1/2010 3/15/2010 $0 JL JL & Asst.
Choose 5 potential locations for info sessions 3/15/2010 3/31/2010 $0 JL JL
Total PR Budget $0
Direct Marketing Start Date End Date Budget Manager Executed By
Choose next target list 4/1/2010 4/15/2010 $0 JL Asst.
Redesign postcard 4/1/2010 4/15/2010 $1,500 JL Marketing firm
Total Direct Marketing Budget $1,500
Web Development Start Date End Date Budget Manager Executed By
Identify 20 websites to target with blog posts 6/1/2010 6/15/2010 $0 JL Asst.
Choose and post how-to guide selections on website 5/1/2010 2/15/2010 $0 JL Asst.
Create and post 3 video testimonials 5/15/2010 7/15/2010 $1,500 JL Videographer
Total Web Development Budget $1,500
Other Start Date End Date Budget Manager Executed By
Rewrite customer satisfaction survey 3/1/2010 3/15/2010 $0 JL Asst.
Redesign marketing kit 3/15/2010 3/31/2010 $3,000 JL Marketing Firm
Plan first info session featuring past clients 9/1/2010 9/30/2010 $0 JL JL
Total Other Budget $3,000
Totals $10,000

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