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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 expertise has become well known in a very quiet manner. People are very aware of what we do and our referral partners continue to create our opportunities. We intend to become more active in other areas through trade association speaking and Internet content marketing.

This should lead us into doing more assessments in the early stages of a business crisis. Accountants seldom share these clients with us but, through educational marketing material, we feel that our growth will be very much determined by the relationships we build in this area.


1.1 Gap Dashboard

Our metrics consist of building relationships. Our ultimate goal is to do assessments earlier in the process of a downturn. Our referral partners and end-customers must be educated about the early signs of trouble and what an operation assessment can do for them. Accountants must not feel that they are giving up any part of their income or customer dependency by including us in this process.

Gap Dashboard

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Gap Dashboard
Year 1 Year 2 Year 3
Business Goals
Whitepapers 12 12 12
Lunches with Referral Partners 58 60 60
Speaking engagements 7 8 10
Blog postings per month 222 275 325
Web traffic per month 8,025 10,000 15,000

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