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                                                                   Technology Marketing Toolkit, Inc.
                                             90-Day Marketing Action Plan
                                                       90-Day Marketing Action Plan
Evaluate The Marketing Campaigns From The Previous Quarter
                                                                           Number of
#   Marketing Campaign           List or Segment Targeted   Cost                           ROI   What Changes or Improvements Before Repeating?
                                                                           Clients/Sales




1




2




3




4




5




6




                         STRIVE FOR EXCELLENCE * BE DISCIPLINED * STAY FOCUSED * HAVE FUN * BE COMMITTED * NEVER, EVER QUIT
Page 2 of 6
                                                            90-Day Marketing Action Plan
What Key Results, Goals, Or Improvements Are Most Important For You To Accomplish Over The Next Quarter or Coming Year?

#   Result or Goal You Want To Achieve:                                                             Why is this important?




1




2




3




4




5




6




                                     STRIVE FOR EXCELLENCE * BE DISCIPLINED * STAY FOCUSED * HAVE FUN * BE COMMITTED * NEVER, EVER QUIT
Page 3 of 6

                                                                                  90-Day Marketing Action Plan
Quarter:                                                                                      Months Covered:
Brainstorming & Capture: What are the top revenue-producing relationships, opportunities, and activities available to you over the next quarter?
•    Generating New Leads (Direct mail, JVs, Seminars, Google, Yellow Pages)                                    •    Fueling and Rewarding Referrals
•    Closing Sales (Sales presentation, testimonials, guarantees, special offers, asking for referrals)         •    Cross-Selling Additional Services (Phone Systems, Document Imaging)
•    Converting Warm Leads (Newsletters, single promotions)                                                     •    Subscription Services (Managed Services, Remote Backup, Spam Filtering, Print Management)
                                                                                                                                                                                                 Probability
#       Revenue Producing Relationships, Opportunities, and Activities                                          Expected Return or Result       Cost                          Hassle Factor
                                                                                                                                                                                                 Of Success
                                                                                                                $                               $
1
                                                                                                                $                               $
2
                                                                                                                $                               $
3
                                                                                                                $                               $
4
                                                                                                                $                               $
5
                                                                                                                $                               $
6
                                                                                                                $                               $
7
                                                                                                                $                               $
8
                                                                                                                $                               $
9
                                                                                                                $                               $
10
                                                                                                                $                               $
11
                                                                                                                $                               $
12
                                                                                                                $                               $
13
                                                                                                                $                               $
14
                                                                                                                $                               $
15
                                                                                                                $                               $
16
                                                                                                                $                               $
17
                                                                                                                $                               $
18




                                           STRIVE FOR EXCELLENCE * BE DISCIPLINED * STAY FOCUSED * HAVE FUN * BE COMMITTED * NEVER, EVER QUIT
Page 4 of 6
                                                        90-Day Marketing Action Plan
90-Day Marketing Plan
Prioritize: What are the top 3 most important marketing campaigns, projects, or systems you choose to focus on over the next 3 months?
Month:
Pri.   List/Segment         Campaign               Product or Service       Headline or Hot Button                          Offer        Expected Result

1.




2.




3.


Month:
Pri.   List/Segment         Campaign               Product or Service       Headline or Hot Button                          Offer        Expected Result

1.




2.




3.


Month:
Pri.   List/Segment         Campaign               Product or Service       Headline or Hot Button                          Offer        Expected Result

1.




2.




3.




                              STRIVE FOR EXCELLENCE * BE DISCIPLINED * STAY FOCUSED * HAVE FUN * BE COMMITTED * NEVER, EVER QUIT
Page 5 of 6
Example filled in
 Month: January
 Campaign                                    List/Segment                      Product or Service              Headline or Hot Button                                             Offer                        Expected Result

                                             House List, Current & Past                                                                                                           Free wireless keyboard and   20 referrals,
 Referral Campaign                                                             Break-Fix                       “Who Else Wants a Wireless Keyboard and Mouse, Absolutely FREE?”
                                             Customers                                                                                                                            mouse, flat screen monitor   5 new clients


 Outline the marketing “touches” or communications you plan on sending or need to develop to execute this campaign:                                                                                            Date To Send:
 1.        Web sales letter that explains the contest and provides a web form to submit referrals                                                                                                              Jan 3
 2.        E-mail that drives clients to the web site                                                                                                                                                          Jan 3
 3.        Snail mail letter that explains the contest                                                                                                                                                         Jan 3 in the mail
 4.        Create and print flyer that all technicians will hand to clients as they visit them on-site                                                                                                         Jan 16
 5.        2nd E-mail with an update on who’s in the lead and driving clients to the web sales letter                                                                                                          Jan 16
 6.        2nd Snail mail letter with an update on who’s in the lead and encouraging participation                                                                                                             Jan 23 in the mail
 7.        3 E-mail with an update on who’s in the lead and driving clients to the web sales letter
             rd
                                                                                                                                                                                                               Jan 23
 8.        “Last Chance” postcard that drives clients to the web sales letter                                                                                                                                  Jan 30 in the mail
 9.        “Last Chance” e-mail that drives clients to the web sales letter                                                                                                                                    Jan 30
           E-mail that announces the winner, drives them to a website with a picture of the winner holding the prize, and explains that you are now putting in place a permanent referral reward program,
 10.                                                                                                                                                                                                           Feb 3 in the mail
           again, asking for referrals
 11.       Snail mail and web site that announces the winner and explains that you are now putting in place a permanent referral reward program, again asking for referrals                                    Feb 10
 12.       Create newsletter article, press release
 Pri.      Action Item                                                                                                                                                            Who’s Responsible?           Deadline:
 1.        Download template from Robin’s site, fill in blanks, customize content                                                                                                 Mary                         Dec 1
 2.        Write snail mail letter and web site sales letter                                                                                                                      Mary                         Dec 15
 3.        Create referral capture form and auto responder                                                                                                                        Web Guy                      Dec 20
 4.        Generate list for promotion                                                                                                                                            Me                           Dec 27
 5.        Test and proofread web site, letters, auto responders                                                                                                                  Mary, Me, Web Guy            Dec 27
 6.        Write and have ready all e-mails and snail mail letters ready to launch                                                                                                Mary                         Dec 31
 7.        Send out communications on schedule                                                                                                                                    Mary                         See Above
 8.        Take picture of client with prize and change web sales letter to announce winner                                                                                       Me                           Feb 1
 9.        Send out follow up letters and phone calls to all referrals received                                                                                                   Mary                         Feb 1
 10.       Send out thank you letters to all clients that participated with a box of brownies as a thank you                                                                      Mary                         Feb 5
 11.
 12.
 Month:
 Campaign                                    List/Segment                      Product or Service              Headline or Hot Button                                             Offer                        Expected Result
                                               STRIVE FOR EXCELLENCE * BE DISCIPLINED * STAY FOCUSED * HAVE FUN * BE COMMITTED * NEVER, EVER QUIT
Page 6 of 6



Outline the marketing “touches” or communications you plan on sending or need to develop to execute this campaign:                            Date To Send:
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
Pri.   Action Item                                                                                                       Who’s Responsible?   Deadline:
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.




                                     STRIVE FOR EXCELLENCE * BE DISCIPLINED * STAY FOCUSED * HAVE FUN * BE COMMITTED * NEVER, EVER QUIT

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Marketing action plan

  • 1. Page 1 of 6 Technology Marketing Toolkit, Inc. 90-Day Marketing Action Plan 90-Day Marketing Action Plan Evaluate The Marketing Campaigns From The Previous Quarter Number of # Marketing Campaign List or Segment Targeted Cost ROI What Changes or Improvements Before Repeating? Clients/Sales 1 2 3 4 5 6 STRIVE FOR EXCELLENCE * BE DISCIPLINED * STAY FOCUSED * HAVE FUN * BE COMMITTED * NEVER, EVER QUIT
  • 2. Page 2 of 6 90-Day Marketing Action Plan What Key Results, Goals, Or Improvements Are Most Important For You To Accomplish Over The Next Quarter or Coming Year? # Result or Goal You Want To Achieve: Why is this important? 1 2 3 4 5 6 STRIVE FOR EXCELLENCE * BE DISCIPLINED * STAY FOCUSED * HAVE FUN * BE COMMITTED * NEVER, EVER QUIT
  • 3. Page 3 of 6 90-Day Marketing Action Plan Quarter: Months Covered: Brainstorming & Capture: What are the top revenue-producing relationships, opportunities, and activities available to you over the next quarter? • Generating New Leads (Direct mail, JVs, Seminars, Google, Yellow Pages) • Fueling and Rewarding Referrals • Closing Sales (Sales presentation, testimonials, guarantees, special offers, asking for referrals) • Cross-Selling Additional Services (Phone Systems, Document Imaging) • Converting Warm Leads (Newsletters, single promotions) • Subscription Services (Managed Services, Remote Backup, Spam Filtering, Print Management) Probability # Revenue Producing Relationships, Opportunities, and Activities Expected Return or Result Cost Hassle Factor Of Success $ $ 1 $ $ 2 $ $ 3 $ $ 4 $ $ 5 $ $ 6 $ $ 7 $ $ 8 $ $ 9 $ $ 10 $ $ 11 $ $ 12 $ $ 13 $ $ 14 $ $ 15 $ $ 16 $ $ 17 $ $ 18 STRIVE FOR EXCELLENCE * BE DISCIPLINED * STAY FOCUSED * HAVE FUN * BE COMMITTED * NEVER, EVER QUIT
  • 4. Page 4 of 6 90-Day Marketing Action Plan 90-Day Marketing Plan Prioritize: What are the top 3 most important marketing campaigns, projects, or systems you choose to focus on over the next 3 months? Month: Pri. List/Segment Campaign Product or Service Headline or Hot Button Offer Expected Result 1. 2. 3. Month: Pri. List/Segment Campaign Product or Service Headline or Hot Button Offer Expected Result 1. 2. 3. Month: Pri. List/Segment Campaign Product or Service Headline or Hot Button Offer Expected Result 1. 2. 3. STRIVE FOR EXCELLENCE * BE DISCIPLINED * STAY FOCUSED * HAVE FUN * BE COMMITTED * NEVER, EVER QUIT
  • 5. Page 5 of 6 Example filled in Month: January Campaign List/Segment Product or Service Headline or Hot Button Offer Expected Result House List, Current & Past Free wireless keyboard and 20 referrals, Referral Campaign Break-Fix “Who Else Wants a Wireless Keyboard and Mouse, Absolutely FREE?” Customers mouse, flat screen monitor 5 new clients Outline the marketing “touches” or communications you plan on sending or need to develop to execute this campaign: Date To Send: 1. Web sales letter that explains the contest and provides a web form to submit referrals Jan 3 2. E-mail that drives clients to the web site Jan 3 3. Snail mail letter that explains the contest Jan 3 in the mail 4. Create and print flyer that all technicians will hand to clients as they visit them on-site Jan 16 5. 2nd E-mail with an update on who’s in the lead and driving clients to the web sales letter Jan 16 6. 2nd Snail mail letter with an update on who’s in the lead and encouraging participation Jan 23 in the mail 7. 3 E-mail with an update on who’s in the lead and driving clients to the web sales letter rd Jan 23 8. “Last Chance” postcard that drives clients to the web sales letter Jan 30 in the mail 9. “Last Chance” e-mail that drives clients to the web sales letter Jan 30 E-mail that announces the winner, drives them to a website with a picture of the winner holding the prize, and explains that you are now putting in place a permanent referral reward program, 10. Feb 3 in the mail again, asking for referrals 11. Snail mail and web site that announces the winner and explains that you are now putting in place a permanent referral reward program, again asking for referrals Feb 10 12. Create newsletter article, press release Pri. Action Item Who’s Responsible? Deadline: 1. Download template from Robin’s site, fill in blanks, customize content Mary Dec 1 2. Write snail mail letter and web site sales letter Mary Dec 15 3. Create referral capture form and auto responder Web Guy Dec 20 4. Generate list for promotion Me Dec 27 5. Test and proofread web site, letters, auto responders Mary, Me, Web Guy Dec 27 6. Write and have ready all e-mails and snail mail letters ready to launch Mary Dec 31 7. Send out communications on schedule Mary See Above 8. Take picture of client with prize and change web sales letter to announce winner Me Feb 1 9. Send out follow up letters and phone calls to all referrals received Mary Feb 1 10. Send out thank you letters to all clients that participated with a box of brownies as a thank you Mary Feb 5 11. 12. Month: Campaign List/Segment Product or Service Headline or Hot Button Offer Expected Result STRIVE FOR EXCELLENCE * BE DISCIPLINED * STAY FOCUSED * HAVE FUN * BE COMMITTED * NEVER, EVER QUIT
  • 6. Page 6 of 6 Outline the marketing “touches” or communications you plan on sending or need to develop to execute this campaign: Date To Send: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. Pri. Action Item Who’s Responsible? Deadline: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. STRIVE FOR EXCELLENCE * BE DISCIPLINED * STAY FOCUSED * HAVE FUN * BE COMMITTED * NEVER, EVER QUIT