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Accounting and Bookkeeping Services Marketing Plan
Sorcerer's Accountant
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Marketing Calendar
Daily plan: Each day, Greenwood will devote at least one hour to marketing activities. These general activities will include thank you notes, newsletter preparation, webinar updates, client testimonial or case study development, calling reporters to develop relationships, etc.
Weekly plan: Greenwood will review the monthly goals and break these into weekly deliverables at the start of each month. Each week will also include time set aside to review the results of current advertising (pay-per-click, print, direct mail, etc.) to consider how these might be adjusted going forward.
To execute the milestones listed on the milestones table, Max Greenwood will make liberal use of an outside marketing service firm (OF denotes "outside firm" on the table) which will manage the execution of the marketing activities listed. Greenwood will directly execute the sales activities listed through his work with clients.
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Monthly
| Months | Marketing (Webinar) Theme |
| Jan | Hiring your first employee and what this means for your business |
| Feb | Choosing and working with a payroll provider |
| Mar | Tax preparation |
| Apr | Accounts receivable - invoicing, credit cards and collections |
| May | QuickBooks systems that scale |
| Jun | Sales tax rules and systems for collection/accounting |
| Jul | Intro to cost accounting - how to read your numbers |
| Aug | Hiring your first employee and what this means for your business |
| Sept | Choosing and working with a payroll provider |
| Oct | Accounts receivable - invoicing, credit cards and collections |
| Nov | QuickBooks systems that scale |
| Dec | Intro to cost accounting - how to read your numbers |
Milestones
| Milestones | |||||
| Advertising | Start Date | End Date | Budget | Manager | Department |
| Develop print ad | 12/1/2009 | 12/15/2009 | $500 | MG (OF) | Marketing |
| Run first print ads | 2/1/2010 | 2/15/2010 | $5,000 | MG (OF) | Marketing |
| Change Yellow Pages ads | 1/1/2010 | 1/15/2010 | $500 | MG (OF) | Marketing |
| Total Advertising Budget | $6,000 | ||||
| PR | Start Date | End Date | Budget | Manager | Department |
| Draft press release for launch | 12/1/2009 | 1/1/2010 | $200 | MG (OF) | Marketing |
| Email press release and post on PRweb | 1/1/2010 | 1/15/2010 | $200 | MG (OF) | Marketing |
| Total PR Budget | $400 | ||||
| Direct Marketing | Start Date | End Date | Budget | Manager | Department |
| Promotion to clients | 1/1/2010 | 1/31/2010 | $0 | MG | Sales |
| Redevelop Brochure | 12/1/2009 | 1/1/2010 | $1,000 | MG (OF) | Marketing |
| Print New Brochures | 1/1/2010 | 1/15/2010 | $3,000 | MG (OF) | Marketing |
| Develop list of initial 2,000 targets | 12/1/2009 | 1/1/2010 | $500 | MG (OF) | Marketing |
| First postcard mailing | 1/1/2010 | 1/15/2010 | $2,000 | MG (OF) | Marketing |
| Total Direct Marketing Budget | $6,500 | ||||
| Web Development | Start Date | End Date | Budget | Manager | Department |
| Expand Website Best Practices Section | 12/1/2009 | 2/28/2010 | $0 | MG | Marketing |
| Redevelop Website | 12/1/2009 | 1/1/2010 | $2,500 | MG (OF) | Marketing |
| List Website on Databases | 1/1/2010 | 1/15/2010 | $500 | MG (OF) | Marketing |
| Search Engine Marketing | 1/1/2010 | 12/31/2010 | $12,000 | MG (OF) | Marketing |
| Total Web Development Budget | $15,000 | ||||
| Prospect Education | Start Date | End Date | Budget | Manager | Department |
| Webinar preparation, service contract | 12/1/2009 | 1/1/2010 | $500 | MG | Marketing |
| Newsletter template creation | 12/7/2009 | 12/7/2009 | $200 | MG (OF) | Marketing |
| Total Prospect Education Budget | $700 | ||||
| Totals | $28,600 | ||||
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