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This sample marketing plan can be edited directly in Sales and Marketing Pro software.

Since most of our business happens via word of mouth, we will use a CRM database with built-in follow-up reminders and analytics for lead conversion to follow prospects we have identified.

All final party invitations are coordinated by the coaches, which gives them access to the names and mailing addresses of the invitees (tracked in our CRM database). All of these people are invited to have their own free consultation with a coach, with a reminder card sent one month after the party.

Additional prospects who identify themselves via free offers will be entered into the database and assigned to individual coaches, who will track progress on lead conversion.

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