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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.


Direct Mail, Pay-per-click and trade magazine classified promoting our low cost entry points or available educational material.

Public Relations

Our PR is very active though nonprofit organizations and local/regional social media, programs, webinars, e-books and website are promoted through online PR.


We will test several different types of referral programs this year. They will include discounts, affiliate and credits towards additional programs.

8.1 Advertising

Media Tracking Kits Requested

Advertising MediumContact NameContact #DistributionCost/Ad
Global Product NewsDick LaneremovedNational$175
Online BusinessHarry CareyremovedRegional$35
Trade MagazineGeorge BlandaremovedNational545

8.2 Referrals

Referrals have not been a strong point in this industry. It is more about being seen and ultimately the equipment being sold. We have been successful with firms and have started to see more opportunities. Referrals have been through association membership and at this time staffing and cost are preventing us from actively pursuing this outlet.

A relatively small source of referrals come from the pro bono work that we do with nonprofits. An active effort to increase our exposure with the local SBDC and the Innovation center could be our most productive referral source. We are actively pursing speaking and workshop opportunities with these organizations.

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