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Business Operations Consultant Marketing Plan

by Joe Dager

Turnaround Consultant

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

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Appendix

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
Sales
Assessment 20% $2,500 $0 $5,000 $2,500 $2,500 $5,000 $0 $0 $5,000 $5,000 $2,500 $2,500
Travel 12% $2,000 $1,750 $2,250 $2,000 $1,000 $1,000 $2,500 $2,500 $2,000 $1,000 $1,000 $1,000
Consulting 68% $5,000 $5,000 $25,000 $5,000 $5,000 $25,000 $5,000 $2,500 $5,000 $5,000 $5,000 $25,000
Total Sales $9,500 $6,750 $32,250 $9,500 $8,500 $31,000 $7,500 $5,000 $12,000 $11,000 $8,500 $28,500
Direct Cost of Sales Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month 8 Month 9 Month 10 Month 11 Month 12
Assessment $1,000 $500 $1,500 $1,000 $1,000 $1,500 $500 $500 $1,500 $1,500 $1,000 $1,000
Travel $2,000 $1,750 $2,250 $2,000 $1,000 $1,000 $2,500 $2,500 $2,000 $1,000 $1,000 $1,000
Consulting $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000
Subtotal Direct Cost of Sales $4,000 $3,250 $4,750 $4,000 $3,000 $3,500 $4,000 $4,000 $4,500 $3,500 $3,000 $3,000
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
Advertising $250 $100 $100 $100 $100 $100 $100 $100 $100 $100 $100 $100
Social Media, Website, Blogging $125 $125 $200 $125 $125 $125 $125 $125 $125 $125 $125 $125
Associations, Trade $250 $250 $0 $0 $500 $0 $0 $100 $100 $750 $0 $250
------------ ------------ ------------ ------------ ------------ ------------ ------------ ------------ ------------ ------------ ------------ ------------
Total Sales and Marketing Expenses $625 $475 $300 $225 $725 $225 $225 $325 $325 $975 $225 $475
Percent of Sales 6.58% 7.04% 0.93% 2.37% 8.53% 0.73% 3.00% 6.50% 2.71% 8.86% 2.65% 1.67%
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 $9,500 $6,750 $32,250 $9,500 $8,500 $31,000 $7,500 $5,000 $12,000 $11,000 $8,500 $28,500
Leads 10 8 8 6 7 10 5 5 8 10 12 10
Leads Converted 25.00% 20.00% 25.00% 25.00% 20.00% 20.00% 10.00% 10.00% 10.00% 10.00% 10.00% 20.00%
Avg. Transactions/Customer 1 1 1 1 1 1 1 1 1 1 1 1
Avg. $/Customer $6,800 $6,800 $6,800 $6,800 $6,800 $6,800 $6,800 $6,800 $6,800 $6,800 $6,800 $6,800
Referrals 1 1 1 1 1 11 1 1 1 1 1 1
PR Mentions 0 1 1 0 0 2 1 0 1 1 1 0
Testimonials 0 1 1 1 0 0 1 0 1 1 1 1
Other 0 0 0 0 0 0 0 0 0 0 0 0
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
Personal 1 0 0 0 0 0 0 0 0 0 0 0 0
Personal 3 0 0 0 0 0 0 0 0 0 0 0 0
Business
Whitepapers 1 1 1 1 1 1 1 1 1 1 1 1
Lunches with Referral Partners 4 4 4 6 6 6 6 6 4 4 4 4
Tactical
Speaking engagements 0 0 1 0 0 0 1 0 2 1 2 0
Blog postings per month 8 12 12 18 18 18 20 22 22 24 24 24
Strategic
Web traffic per month 100 125 100 200 300 500 600 700 900 1,000 1,500 2,000
Strategic 3 0 0 0 0 0 0 0 0 0 0 0 0
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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
Sales
Assessment 20% $2,500 $0 $5,000 $2,500 $2,500 $5,000 $0 $0 $5,000 $5,000 $2,500 $2,500
Travel 12% $2,000 $1,750 $2,250 $2,000 $1,000 $1,000 $2,500 $2,500 $2,000 $1,000 $1,000 $1,000
Consulting 68% $5,000 $5,000 $25,000 $5,000 $5,000 $25,000 $5,000 $2,500 $5,000 $5,000 $5,000 $25,000
Total Sales $9,500 $6,750 $32,250 $9,500 $8,500 $31,000 $7,500 $5,000 $12,000 $11,000 $8,500 $28,500
Direct Cost of Sales Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month 8 Month 9 Month 10 Month 11 Month 12
Assessment $1,000 $500 $1,500 $1,000 $1,000 $1,500 $500 $500 $1,500 $1,500 $1,000 $1,000
Travel $2,000 $1,750 $2,250 $2,000 $1,000 $1,000 $2,500 $2,500 $2,000 $1,000 $1,000 $1,000
Consulting $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000 $1,000
Subtotal Direct Cost of Sales $4,000 $3,250 $4,750 $4,000 $3,000 $3,500 $4,000 $4,000 $4,500 $3,500 $3,000 $3,000
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
Advertising $250 $100 $100 $100 $100 $100 $100 $100 $100 $100 $100 $100
Social Media, Website, Blogging $125 $125 $200 $125 $125 $125 $125 $125 $125 $125 $125 $125
Associations, Trade $250 $250 $0 $0 $500 $0 $0 $100 $100 $750 $0 $250
------------ ------------ ------------ ------------ ------------ ------------ ------------ ------------ ------------ ------------ ------------ ------------
Total Sales and Marketing Expenses $625 $475 $300 $225 $725 $225 $225 $325 $325 $975 $225 $475
Percent of Sales 6.58% 7.04% 0.93% 2.37% 8.53% 0.73% 3.00% 6.50% 2.71% 8.86% 2.65% 1.67%
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 $9,500 $6,750 $32,250 $9,500 $8,500 $31,000 $7,500 $5,000 $12,000 $11,000 $8,500 $28,500
Leads 10 8 8 6 7 10 5 5 8 10 12 10
Leads Converted 25.00% 20.00% 25.00% 25.00% 20.00% 20.00% 10.00% 10.00% 10.00% 10.00% 10.00% 20.00%
Avg. Transactions/Customer 1 1 1 1 1 1 1 1 1 1 1 1
Avg. $/Customer $6,800 $6,800 $6,800 $6,800 $6,800 $6,800 $6,800 $6,800 $6,800 $6,800 $6,800 $6,800
Referrals 1 1 1 1 1 11 1 1 1 1 1 1
PR Mentions 0 1 1 0 0 2 1 0 1 1 1 0
Testimonials 0 1 1 1 0 0 1 0 1 1 1 1
Other 0 0 0 0 0 0 0 0 0 0 0 0
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
Personal 1 0 0 0 0 0 0 0 0 0 0 0 0
Personal 3 0 0 0 0 0 0 0 0 0 0 0 0
Business
Whitepapers 1 1 1 1 1 1 1 1 1 1 1 1
Lunches with Referral Partners 4 4 4 6 6 6 6 6 4 4 4 4
Tactical
Speaking engagements 0 0 1 0 0 0 1 0 2 1 2 0
Blog postings per month 8 12 12 18 18 18 20 22 22 24 24 24
Strategic
Web traffic per month 100 125 100 200 300 500 600 700 900 1,000 1,500 2,000
Strategic 3 0 0 0 0 0 0 0 0 0 0 0 0