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This sample marketing plan was written by Joe Dager of . This sample marketing plan can be edited directly in Sales and Marketing Pro software.

Our lead conversion plan is very simple. If we can do the assessment, we will be successful. Companies that decide not to use us in some manner after the assessment is done, typically will not be our best clients anyway. They will not enact our complete set of recommendations or they will only do a small part of it. The clients must be convinced that they need help and not be "do it yourselfers."  

Our process is to utilize the assessments radar chart that shows their greatest area of weakness. We will communicate with the key players, demonstrating the expertise in that area the most.

We will also demonstrate the short window of success they will have due to market trends and their financial situation.

Our company will then offer a service agreement with the customer, at an attractive price, to help with the ongoing success of the company.

Our lead conversion must include having the ability to say no to certain clients that we cannot be successful with. This may be difficult if the client came to us through a good referral partner.

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