My Plan Title

,.

Confidentiality Agreement
The undersigned reader acknowledges that the information provided by
_______________ in this marketing plan is confidential; therefore, reader agrees not to
disclose it without the express written permission of _______________.
It is acknowledged by reader that information to be furnished in this marketing plan is in
all respects confidential in nature, other than information which is in the public domain
through other means and that any disclosure or use of same by reader, may cause serious
harm or damage to _______________.
Upon request, this document is to be immediately returned to _______________.
___________________
Signature
___________________
Name (typed or printed)
___________________
Date
This is a marketing plan. It does not imply an offering of securities.

Table of Contents

1.
2.

Executive Summary....................................................Error! Bookmark not defined.

Situation Analysis .......................................................Error! Bookmark not defined.
2.1. Market Needs ......................................................Error! Bookmark not defined.
2.2. The Market ..........................................................Error! Bookmark not defined.
2.2.1. Market Demographics ..................................Error! Bookmark not defined.
2.2.2. Market Trends ..............................................Error! Bookmark not defined.
2.2.3. Market Growth .............................................Error! Bookmark not defined.
2.2.4. Macroenvironment .......................................Error! Bookmark not defined.
2.3. The Company ......................................................Error! Bookmark not defined.
2.3.1. Mission.........................................................Error! Bookmark not defined.
2.3.2. Product Offering ..........................................Error! Bookmark not defined.
2.3.3. Positioning ...................................................Error! Bookmark not defined.
2.3.4. SWOT Summary..........................................Error! Bookmark not defined.
2.3.4.1. Strengths ...............................................Error! Bookmark not defined.
2.3.4.2. Weaknesses ...........................................Error! Bookmark not defined.
2.3.4.3. Opportunities ........................................Error! Bookmark not defined.
2.3.4.4. Threats ..................................................Error! Bookmark not defined.
2.4. Competition .........................................................Error! Bookmark not defined.
2.4.1. Direct Competition.......................................Error! Bookmark not defined.
2.4.2. Indirect Competition ....................................Error! Bookmark not defined.
3. Marketing Strategy.....................................................Error! Bookmark not defined.
3.1. Value Proposition ................................................Error! Bookmark not defined.
3.2. Critical Issues ......................................................Error! Bookmark not defined.
3.3. Financial Objectives ............................................Error! Bookmark not defined.
3.4. Marketing Objectives ..........................................Error! Bookmark not defined.
3.5. Target Market Strategy........................................Error! Bookmark not defined.
3.6. Messaging............................................................Error! Bookmark not defined.
3.6.1. Branding .......................................................Error! Bookmark not defined.
3.7. Strategy Pyramids ...............................................Error! Bookmark not defined.
4. Marketing Mix ...........................................................Error! Bookmark not defined.
4.1. Product Marketing ...............................................Error! Bookmark not defined.
4.2. Pricing .................................................................Error! Bookmark not defined.
4.3. Promotion ............................................................Error! Bookmark not defined.
4.3.1. Advertising ...................................................Error! Bookmark not defined.
4.3.2. Public Relations ...........................................Error! Bookmark not defined.
4.3.3. Direct Marketing ..........................................Error! Bookmark not defined.
4.4. Web Plan .............................................................Error! Bookmark not defined.
4.4.1. Website Goals ..............................................Error! Bookmark not defined.
4.4.2. Website Marketing Strategy ........................Error! Bookmark not defined.
4.4.3. Development Requirements .........................Error! Bookmark not defined.
4.5. Service .................................................................Error! Bookmark not defined.
4.6. Channels ..............................................................Error! Bookmark not defined.
4.7. International Markets ..........................................Error! Bookmark not defined.
4.8. Implementation Schedule ....................................Error! Bookmark not defined.

Table of Contents
4.9. Sales Plan ............................................................Error! Bookmark not defined.
4.9.1. Sales Strategy ...............................................Error! Bookmark not defined.
4.9.2. Sales Process ................................................Error! Bookmark not defined.
5. Financials ...................................................................Error! Bookmark not defined.
5.1. Break-even Analysis ...........................................Error! Bookmark not defined.
5.2. Sales Forecast ......................................................Error! Bookmark not defined.
5.2.1. Sales by Manager .........................................Error! Bookmark not defined.
5.2.2. Sales by Segment .........................................Error! Bookmark not defined.
5.2.3. Sales by Region............................................Error! Bookmark not defined.
5.3. Expense Forecast .................................................Error! Bookmark not defined.
5.3.1. Expense by Manager ....................................Error! Bookmark not defined.
5.3.2. Expense by Segment ....................................Error! Bookmark not defined.
5.3.3. Expense by Region ......................................Error! Bookmark not defined.
5.4. Linking Expenses to Strategy and Tactics ..........Error! Bookmark not defined.
5.5. Contribution Margin ............................................Error! Bookmark not defined.
6. Controls ......................................................................Error! Bookmark not defined.
6.1. Implementation....................................................Error! Bookmark not defined.
6.2. Keys to Success ...................................................Error! Bookmark not defined.
6.3. Market Research ..................................................Error! Bookmark not defined.
6.4. Contingency Planning .........................................Error! Bookmark not defined.
6.5. CRM Plans ..........................................................Error! Bookmark not defined.
6.6. Marketing Organization ......................................Error! Bookmark not defined.

My Plan Title

1. Executive Summary
Item body here

2. Situation Analysis
Item body here

2.1.

Market Needs
Item body here

2.2.

The Market
Item body here

Page 1

My Plan Title
Market Analysis
Potential Customers
Segment Name
Segment Name
Other
Total

Growth
0%
0%
0%
0.00%

2012

2013

2014

2015

2016

22
0
0
22

22
0
0
22

22
0
0
22

22
0
0
22

22
0
0
22

CAGR
0.00%
0.00%
0.00%
0.00%

Market Analysis (Pie)

Page 2

My Plan Title

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2.2.1. Market Demographics

Item body here

Market Demographics
Market
Segments
Segment Name
Segment Name
Other

Characteristic Characteristic Characteristic Characteristic Characteristic

-

2.2.2. Market Trends

Item body here

Page 4

My Plan Title

Market Analysis (Trends)

Page 5

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2.2.3. Market Growth

Item body here

Page 7

My Plan Title

Market Analysis (C.A.G.R)

Page 8

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2.2.4. Macroenvironment
Item body here

2.3.

The Company
Item body here

2.3.1. Mission
Item body here

2.3.2. Product Offering

Item body here

2.3.3. Positioning
Item body here

2.3.4. SWOT Summary

Item body here

2.3.4.1.

Strengths
Item body here

2.3.4.2.

Weaknesses
Item body here

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My Plan Title

2.3.4.3.

Opportunities
Item body here

2.3.4.4.

Threats
Item body here

2.4.

Competition
Item body here

2.4.1. Direct Competition

Item body here

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My Plan Title

Growth and Share

Competitor
Competitor
Competitor
Competitor
Competitor
Competitor
Other

Price
$0
$0
$0
$0
$0
$0

Growth Rate
0%
0%
0%
0%
0%
0%

Market Share
0%
0%
0%
0%
0%
0%

Average
Total

$0.00
$0.00

0.00%
0.00%

0.00%
0.00%

Competitive Analysis
#1
Name
me

#2
Name
me

#3
Name
me

#4
Name
me

#5
Name
me

#6
Name
me

Quality
Selection
Price
Other

Name
me
0
0
0
0

Name
me
0
0
0
0

Name
me
0
0
0
0

Name
me
0
0
0
0

Name
me
0
0
0
0

Name
me
0
0
0
0

Location and Physical

Appearance
Traffic
Appearance
Visibility
Convenience Factors
Other

Name
me
0
0
0
0
0

Name
me
0
0
0
0
0

Name
me
0
0
0
0
0

Name
me
0
0
0
0
0

Name
me
0
0
0
0
0

Name
me
0
0
0
0
0

Added Value Factors

Name
me
0
0
0
0
0
0
0
0

Name
me
0
0
0
0
0
0
0
0

Name
me
0
0
0
0
0
0
0
0

Name
me
0
0
0
0
0
0
0
0

Name
me
0
0
0
0
0
0
0
0

Name
me
0
0
0
0
0
0
0
0

Competitor

Product and/or Service

Pre and Post Sales Service

Experience
Expertise
Reputation
Image
Stability
Strategic Alliances
Other

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My Plan Title

Other Marketing Activities

Established Sales Channels
Advertising
Post-purchase Support
Incentives
Loyalty Components
Other
Total

Name
me
0
0
0
0
0
0
0

Name
me
0
0
0
0
0
0
0

Name
me
0
0
0
0
0
0
0

Name
me
0
0
0
0
0
0
0

Name
me
0
0
0
0
0
0
0

Name
me
0
0
0
0
0
0
0

Competitor by Growth and Share

Page 13

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2.4.2. Indirect Competition

Item body here

3. Marketing Strategy
Item body here

3.1.

Value Proposition
Item body here

3.2.

Critical Issues
Item body here

3.3.

Financial Objectives
Item body here

3.4.

Marketing Objectives
Item body here

3.5.

Target Market Strategy

Item body here

3.6.

Messaging
Item body here

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My Plan Title

3.6.1. Branding
Item body here

Target Market Messaging

Market Segments
Segment Name
Segment Name
Other

3.7.

Messaging
-

Strategy Pyramids
Item body here

4. Marketing Mix
Item body here

4.1.

Product Marketing
Item body here

4.2.

Pricing
Item body here

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My Plan Title

Price List
Description
Type a description here
Type a description here
Type a description here
Type a description here

Item
Name me
Name me
Name me
Other

4.3.

Per Unit Price

$0
$0
$0
$0

Promotion
Item body here

4.3.1. Advertising
Item body here

Milestones
Advertising
Name me
Name me
Name me
Other
Total Advertising Budget

Start Date
1/1/06
1/1/06
1/1/06
1/1/06

End Date
1/15/06
1/15/06
1/15/06
1/15/06

Budget
$0
$0
$0
$0
$0

Manager
ABC
ABC
ABC
ABC

Department
Department
Department
Department
Department

4.3.2. Public Relations

Item body here

Page 17

My Plan Title

Milestones
Start Date
1/1/06
1/1/06
1/1/06
1/1/06

PR
Name me
Name me
Name me
Other
Total PR Budget

End Date
1/15/06
1/15/06
1/15/06
1/15/06

Budget
$0
$0
$0
$0
$0

Manager
ABC
ABC
ABC
ABC

Department
Department
Department
Department
Department

End Date
1/15/06
1/15/06
1/15/06
1/15/06

Budget
$0
$0
$0
$0
$0

Manager
ABC
ABC
ABC
ABC

Department
Department
Department
Department
Department

4.3.3. Direct Marketing

Item body here

Milestones
Direct Marketing
Name me
Name me
Name me
Other
Total Direct Marketing
Budget

4.4.

Start Date
1/1/06
1/1/06
1/1/06
1/1/06

Web Plan
Item body here

4.4.1. Website Goals

Item body here

4.4.2. Website Marketing Strategy

Item body here

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My Plan Title

4.4.3. Development Requirements

Item body here

Pay-Per-Click ROAS
Network

Google
Yahoo!
Other
Total

Monthly Clicks
Leads Orders Monthly ROAS CostCost
Generated
Revenue
perclick
$0
0
0
0
$0
0% $0.00
$0
0
0
0
$0
0% $0.00
$0
0
0
0
$0
0% $0.00
0
0
0
0
0
0% $0.00

Costperlead
$0.00
$0.00
$0.00
$0.00

Milestones
Web Development
Name me
Name me
Name me
Other
Total Web Development
Budget

4.5.

Start Date
1/1/06
1/1/06
1/1/06
1/1/06

End Date
1/15/06
1/15/06
1/15/06
1/15/06

Budget
$0
$0
$0
$0
$0

Manager
ABC
ABC
ABC
ABC

Department
Department
Department
Department
Department

Service
Item body here

4.6.

Channels
Item body here

Page 19

My Plan Title

Channel Analysis
Channel
Channel
Channel
Other

Factor1
0
0
0

Factor2
0
0
0

Factor3
0
0
0

Factor4
0
0
0

Factor5
0
0
0

Channel Forecast
Channel
Channel
Channel
Other
Total

Growth
2012
2013
2014
2015
2016 CAGR
0%
0
0
0
0
0 0.00%
0%
0
0
0
0
0 0.00%
0%
0
0
0
0
0 0.00%
--------- --------- --------- --------- --------- --------0.00%
0
0
0
0
0 0.00%

Channel Forecast (Pie)

Page 20

My Plan Title

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4.7.

International Markets
Item body here

4.8.

Implementation Schedule
Item body here

Page 22

My Plan Title

Milestones
Advertising
Name me
Name me
Name me
Other
Total Advertising Budget
PR
Name me
Name me
Name me
Other
Total PR Budget
Direct Marketing
Name me
Name me
Name me
Other
Total Direct Marketing
Budget
Web Development
Name me
Name me
Name me
Other
Total Web Development
Budget
Other
Name me
Name me
Name me
Other
Total Other Budget
Totals

4.9.

Start Date
1/1/06
1/1/06
1/1/06
1/1/06

End Date
1/15/06
1/15/06
1/15/06
1/15/06

Budget
$0
$0
$0
$0
$0
Budget
$0
$0
$0
$0
$0
Budget
$0
$0
$0
$0
$0

Manager
ABC
ABC
ABC
ABC

Department
Department
Department
Department
Department

Start Date
1/1/06
1/1/06
1/1/06
1/1/06

End Date
1/15/06
1/15/06
1/15/06
1/15/06

Manager
ABC
ABC
ABC
ABC

Department
Department
Department
Department
Department

Start Date
1/1/06
1/1/06
1/1/06
1/1/06

End Date
1/15/06
1/15/06
1/15/06
1/15/06

Manager
ABC
ABC
ABC
ABC

Department
Department
Department
Department
Department

Start Date
1/1/06
1/1/06
1/1/06
1/1/06

End Date
1/15/06
1/15/06
1/15/06
1/15/06

Budget
$0
$0
$0
$0
$0

Manager
ABC
ABC
ABC
ABC

Department
Department
Department
Department
Department

Start Date
1/1/06
1/1/06
1/1/06
1/1/06

End Date
1/15/06
1/15/06
1/15/06
1/15/06

Budget
$0
$0
$0
$0
$0
$0

Manager
ABC
ABC
ABC
ABC

Department
Department
Department
Department
Department

Sales Plan
Item body here

Page 23

My Plan Title

4.9.1. Sales Strategy

Item body here

4.9.2. Sales Process

Item body here

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Sales Account Plan

Target Accounts

Account Name
Account Name
Other
Existing Key Accounts

Account Name
Account Name
Other
Total

History

Status

History

Status

Annual
Sales
Potential
$0
$0
$0

Key
Account
Manager
-

Annual
Sales
Potential
$0
$0
$0
$0

Key
Account
Manager
-

Sales Pipeline
Opportunity
Name
Opportunity
Name
Opportunity
Name
Opportunity
Name
Opportunity
Name
Opportunity
Name
Opportunity
Name
Opportunity
Name
Opportunity
Name
Opportunity
Name
Opportunity
Name
Total

Customer
Sales
Lead
Sales Forecast Sales Forecast
Contact Region Source Category Amount Phase
Close
$0
1/1/07
-

$0

1/1/07

$0

1/1/07

$0

1/1/07

$0

1/1/07

$0

1/1/07

$0

1/1/07

$0

1/1/07

$0

1/1/07

$0

1/1/07

$0

Page 25

My Plan Title
5. Financials
Item body here

5.1.

Break-even Analysis
Item body here

Page 26

My Plan Title

Fixed Costs
Cost
Rent or Lease
Professional Services
Payroll
Interest Payments
Utilities & Telephone
Non-discretionary Marketing Expenses
Other
Total Fixed Costs

$0
$0
$0
$0
$0
$0
$0
$0

Break-even Analysis
0
$0

Monthly Units Break-even

Monthly Revenue Break-even
Assumptions:
Average Per-Unit Revenue
Average Per-Unit Variable Cost
Estimated Monthly Fixed Cost

$0.00
$0.00
$0

Break-even Analysis

Page 27

My Plan Title

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5.2.

Sales Forecast
Item body here

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My Plan Title

Sales Forecast
FY 2013

FY 2014

FY 2015

0
0
0
0

0
0
0
0

0
0
0
0

Unit Prices
Row 1
Row 2
Row 3

FY 2013
$0.00
$0.00
$0.00

FY 2014
$0.00
$0.00
$0.00

FY 2015
$0.00
$0.00
$0.00

Sales
Row 1
Row 2
Row 3
Total Sales

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

FY 2013
$0.00
$0.00
$0.00

FY 2014
$0.00
$0.00
$0.00

FY 2015
$0.00
$0.00
$0.00

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

Unit Sales
Row 1
Row 2
Row 3
Total Unit Sales

Direct Unit Costs

Row 1
Row 2
Row 3
Direct Cost of Sales
Row 1
Row 2
Row 3
Subtotal Direct Cost of Sales

Sales Monthly

Page 30

My Plan Title

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5.2.1. Sales by Manager

Item body here

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Sales by: Manager

Sales
Name me
Name me
Other
Total
Average

FY 2013

FY 2014

FY 2015

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

Sales Breakdown by Manager Monthly

Page 33

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5.2.2. Sales by Segment

Item body here

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Sales by: Segment

Sales
Name me
Name me
Other
Total
Average

FY 2013

FY 2014

FY 2015

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

Sales Breakdown by Segment Monthly

Page 36

My Plan Title

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5.2.3. Sales by Region

Item body here

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Sales by: Region

Sales
Name me
Name me
Other
Total
Average

FY 2013

FY 2014

FY 2015

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

Sales Breakdown by Region Monthly

Page 39

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5.3.

Expense Forecast
Item body here

Page 41

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Marketing Expense Budget

Name me
Name me
Other
Total Sales and Marketing
Expenses
Percent of Sales

FY 2013
$0
$0
$0
-----------$0

FY 2014
$0
$0
$0
-----------$0

FY 2015
$0
$0
$0
-----------$0

0.00%

0.00%

0.00%

Monthly Expense Budget

Page 42

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5.3.1. Expense by Manager

Item body here

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Expenses by Manager
FY 2013

FY 2014

FY 2015

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

Expenses
Name me
Name me
Other
Total
Average

Expense Breakdown by Manager Monthly

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5.3.2. Expense by Segment

Item body here

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Expenses by Segment
FY 2013

FY 2014

FY 2015

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

Expenses
Name me
Name me
Other
Total
Average

Expense Breakdown by Segment Monthly

Page 48

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5.3.3. Expense by Region

Item body here

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Expenses by Region
Expenses
Name me
Name me
Other
Total
Average

FY 2013

FY 2014

FY 2015

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

Expense Breakdown by Region Monthly

Page 51

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5.4.

Linking Expenses to Strategy and Tactics

Item body here

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Sales vs. Expenses Monthly

Page 54

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5.5.

Contribution Margin
Item body here

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Contribution Margin
Sales
Direct Costs of Goods
Costs of Goods
Cost of Goods Sold
Gross Margin
Gross Margin %
Marketing Expense Budget
Name me
Name me
Other
Total Sales and Marketing
Expenses
Percent of Sales
Contribution Margin
Contribution Margin / Sales

FY 2013
$0
$0
$0
-----------$0

FY 2014
$0
$0
$0
-----------$0

FY 2015
$0
$0
$0
-----------$0

$0
0.00%

$0
0.00%

$0
0.00%

FY 2013
$0
$0
$0
-----------$0

FY 2014
$0
$0
$0
-----------$0

FY 2015
$0
$0
$0
-----------$0

0.00%

0.00%

0.00%

$0
0.00%

$0
0.00%

$0
0.00%

Contribution Margin Monthly

Page 57

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6. Controls
Item body here

6.1.

Implementation
Item body here

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My Plan Title

Return On Investment (ROI)

Channel 1

Channel 2

Channel 3

Channel 4

0
$0.00
0.00%
0.00%
$0.00

0
$0.00
0.00%
0.00%
$0.00

0
$0.00
0.00%
0.00%
$0.00

0
$0.00
0.00%
0.00%
$0.00

Response
Total Responders
Total Buyers
Revenue Generated

0
0
$0.00

0
0
$0.00

0
0
$0.00

0
0
$0.00

Costs
Cost per Response
Cost per Sale
Total Campaign Profit

$0.00
$0.00
$0.00

$0.00
$0.00
$0.00

$0.00
$0.00
$0.00

$0.00
$0.00
$0.00

0.00%

0.00%

0.00%

0.00%

Campaign Details
Total Impressions
Total Program Cost
Response Rate
Conversion Rate
Average Customer Purchase

Marketing ROI

Customer Lifetime Value

Customer Purchase Forecast:

Average Customer Lifetime (years):
Average number of purchases per year:
Average purchase value:
Average Gross Margin %:
Gross Margin per purchase

0
0
$0.00
0%
$0.00

Total Customer Purchases:

$0.00

Customer Acquisition Costs:

Cost of marketing to a potential
customer:
Average conversion rate:
Subtotal Cost of attracting customer:
Other one-off costs for first-time
customers:
Total Customer Acquisition Costs:

$0.00
0%
$0.00
$0.00

$0.00

Page 60

My Plan Title
Unadjusted Customer Lifetime Value:

$0.00

Adjusted Customer Lifetime Value:

Discount Rate:
Net Present Value of Customer Lifetime
Value:

0%
$0.00

6.2.

Keys to Success
Item body here

6.3.

Market Research
Item body here

6.4.

Contingency Planning
Item body here

6.5.

CRM Plans
Item body here

6.6.

Marketing Organization
Item body here

Page 61

My Plan Title

Organizational Chart

Page 62

My Plan Title

Page 63

My Plan Title

Page 64

Page [PAGE#]
Sales Forecast
Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

Jan

Feb

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

Unit Prices
Row 1
Row 2
Row 3

Mar
$0.00
$0.00
$0.00

Apr
$0.00
$0.00
$0.00

May
$0.00
$0.00
$0.00

Jun
$0.00
$0.00
$0.00

Jul
$0.00
$0.00
$0.00

Aug
$0.00
$0.00
$0.00

Sep
$0.00
$0.00
$0.00

Oct
$0.00
$0.00
$0.00

Nov
$0.00
$0.00
$0.00

Dec
$0.00
$0.00
$0.00

Jan
$0.00
$0.00
$0.00

Feb
$0.00
$0.00
$0.00

Sales
Row 1
Row 2
Row 3
Total Sales

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

Mar
$0.00
$0.00
$0.00

Apr
$0.00
$0.00
$0.00

May
$0.00
$0.00
$0.00

Jun
$0.00
$0.00
$0.00

Jul
$0.00
$0.00
$0.00

Aug
$0.00
$0.00
$0.00

Sep
$0.00
$0.00
$0.00

Oct
$0.00
$0.00
$0.00

Nov
$0.00
$0.00
$0.00

Dec
$0.00
$0.00
$0.00

Jan
$0.00
$0.00
$0.00

Feb
$0.00
$0.00
$0.00

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

Unit Sales
Row 1
Row 2
Row 3
Total Unit Sales

Direct Unit Costs

Row 1
Row 2
Row 3
Direct Cost of Sales
Row 1
Row 2
Row 3
Subtotal Direct Cost of Sales

0%
0%
0%

0.00%
0.00%
0.00%

Page [PAGE#]
Sales Forecast 2nd Year
Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

Jan

Feb

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

0
0
0
0

Unit Prices
Row 1
Row 2
Row 3

Mar
$0.00
$0.00
$0.00

Apr
$0.00
$0.00
$0.00

May
$0.00
$0.00
$0.00

Jun
$0.00
$0.00
$0.00

Jul
$0.00
$0.00
$0.00

Aug
$0.00
$0.00
$0.00

Sep
$0.00
$0.00
$0.00

Oct
$0.00
$0.00
$0.00

Nov
$0.00
$0.00
$0.00

Dec
$0.00
$0.00
$0.00

Jan
$0.00
$0.00
$0.00

Feb
$0.00
$0.00
$0.00

Sales
Row 1
Row 2
Row 3
Total Sales

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

Mar
$0.00
$0.00
$0.00

Apr
$0.00
$0.00
$0.00

May
$0.00
$0.00
$0.00

Jun
$0.00
$0.00
$0.00

Jul
$0.00
$0.00
$0.00

Aug
$0.00
$0.00
$0.00

Sep
$0.00
$0.00
$0.00

Oct
$0.00
$0.00
$0.00

Nov
$0.00
$0.00
$0.00

Dec
$0.00
$0.00
$0.00

Jan
$0.00
$0.00
$0.00

Feb
$0.00
$0.00
$0.00

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

$0
$0
$0
$0

Unit Sales
Row 1
Row 2
Row 3
Total Unit Sales

Direct Unit Costs

Row 1
Row 2
Row 3
Direct Cost of Sales
Row 1
Row 2
Row 3
Subtotal Direct Cost of Sales

0%
0%
0%

0%
0%
0%

Page [PAGE#]
Sales by: Manager
Sales
Name me
Name me
Other
Total
Average

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

Jan

Feb

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

Page [PAGE#]
Sales Breakdown by Manager 2nd Year
Sales
Name me
Name me
Other
Total
Average

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

Jan

Feb

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

Page [PAGE#]
Sales by: Segment
Sales
Name me
Name me
Other
Total
Average

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

Jan

Feb

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

Page [PAGE#]
Sales Breakdown by Segment 2nd Year
Sales
Name me
Name me
Other
Total
Average

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

Jan

Feb

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

Page [PAGE#]
Sales by: Region
Sales
Name me
Name me
Other
Total
Average

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

Jan

Feb

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

Page [PAGE#]
Sales Breakdown by Region 2nd Year
Sales
Name me
Name me
Other
Total
Average

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

Jan

Feb

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

0
0
0
0
0

Page [PAGE#]
Marketing Expense Budget
Name me
Name me
Other
Total Sales and Marketing Expenses
Percent of Sales

Mar
$0
$0
$0
-----------$0
0.00%

Apr
$0
$0
$0
-----------$0
0.00%

May
$0
$0
$0
-----------$0
0.00%

Jun
$0
$0
$0
-----------$0
0.00%

Jul
$0
$0
$0
-----------$0
0.00%

Aug
$0
$0
$0
-----------$0
0.00%

Sep
$0
$0
$0
-----------$0
0.00%

Oct
$0
$0
$0
-----------$0
0.00%

Nov
$0
$0
$0
-----------$0
0.00%

Dec
$0
$0
$0
-----------$0
0.00%

Jan
$0
$0
$0
-----------$0
0.00%

Feb
$0
$0
$0
-----------$0
0.00%

Page [PAGE#]
Marketing Expense Budget 2nd Year
Name me
Name me
Other
Total Sales and Marketing Expenses
Percent of Sales

Mar
$0
$0
$0
-----------$0
0.00%

Apr
$0
$0
$0
-----------$0
0.00%

May
$0
$0
$0
-----------$0
0.00%

Jun
$0
$0
$0
-----------$0
0.00%

Jul
$0
$0
$0
-----------$0
0.00%

Aug
$0
$0
$0
-----------$0
0.00%

Sep
$0
$0
$0
-----------$0
0.00%

Oct
$0
$0
$0
-----------$0
0.00%

Nov
$0
$0
$0
-----------$0
0.00%

Dec
$0
$0
$0
-----------$0
0.00%

Jan
$0
$0
$0
-----------$0
0.00%

Feb
$0
$0
$0
-----------$0
0.00%

Page [PAGE#]
Expenses by Manager
Expenses
Name me
Name me
Other
Total
Average

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

Jan

Feb

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

Page [PAGE#]
Expense Breakdown by Manager 2nd Year
Expenses
Name me
Name me
Other
Total
Average

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

Jan

Feb

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

Page [PAGE#]
Expenses by Segment
Expenses
Name me
Name me
Other
Total
Average

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

Jan

Feb

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

Page [PAGE#]
Expense Breakdown by Segment 2nd Year
Expenses
Name me
Name me
Other
Total
Average

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

Jan

Feb

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

Page [PAGE#]
Expenses by Region
Expenses
Name me
Name me
Other
Total
Average

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

Jan

Feb

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

Page [PAGE#]
Expense Breakdown by Region 2nd Year
Expenses
Name me
Name me
Other
Total
Average

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

Jan

Feb

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

$0
$0
$0
$0
$0

Page [PAGE#]
Contribution Margin
Sales
Direct Costs of Goods
Costs of Goods
Cost of Goods Sold
Gross Margin
Gross Margin %
Marketing Expense Budget
Name me
Name me
Other
Total Sales and Marketing Expenses
Percent of Sales
Contribution Margin
Contribution Margin / Sales

Mar
$0
$0
$0
-----------$0

Apr
$0
$0
$0
-----------$0

May
$0
$0
$0
-----------$0

Jun
$0
$0
$0
-----------$0

Jul
$0
$0
$0
-----------$0

Aug
$0
$0
$0
-----------$0

Sep
$0
$0
$0
-----------$0

Oct
$0
$0
$0
-----------$0

Nov
$0
$0
$0
-----------$0

Dec
$0
$0
$0
-----------$0

Jan
$0
$0
$0
-----------$0

Feb
$0
$0
$0
-----------$0

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

Mar
$0
$0
$0
-----------$0
0.00%

Apr
$0
$0
$0
-----------$0
0.00%

May
$0
$0
$0
-----------$0
0.00%

Jun
$0
$0
$0
-----------$0
0.00%

Jul
$0
$0
$0
-----------$0
0.00%

Aug
$0
$0
$0
-----------$0
0.00%

Sep
$0
$0
$0
-----------$0
0.00%

Oct
$0
$0
$0
-----------$0
0.00%

Nov
$0
$0
$0
-----------$0
0.00%

Dec
$0
$0
$0
-----------$0
0.00%

Jan
$0
$0
$0
-----------$0
0.00%

Feb
$0
$0
$0
-----------$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

Page [PAGE#]
Contribution Margin 2nd Year
Sales
Direct Costs of Goods
Costs of Goods
Cost of Goods Sold
Gross Margin
Gross Margin %
Marketing Expense Budget
Name me
Name me
Other
Total Sales and Marketing Expenses
Percent of Sales
Contribution Margin
Contribution Margin / Sales

0.00%

Mar
$0
$0
$0
-----------$0

Apr
$0
$0
$0
-----------$0

May
$0
$0
$0
-----------$0

Jun
$0
$0
$0
-----------$0

Jul
$0
$0
$0
-----------$0

Aug
$0
$0
$0
-----------$0

Sep
$0
$0
$0
-----------$0

Oct
$0
$0
$0
-----------$0

Nov
$0
$0
$0
-----------$0

Dec
$0
$0
$0
-----------$0

Jan
$0
$0
$0
-----------$0

Feb
$0
$0
$0
-----------$0

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

Mar
$0
$0
$0
-----------$0
0.00%

Apr
$0
$0
$0
-----------$0
0.00%

May
$0
$0
$0
-----------$0
0.00%

Jun
$0
$0
$0
-----------$0
0.00%

Jul
$0
$0
$0
-----------$0
0.00%

Aug
$0
$0
$0
-----------$0
0.00%

Sep
$0
$0
$0
-----------$0
0.00%

Oct
$0
$0
$0
-----------$0
0.00%

Nov
$0
$0
$0
-----------$0
0.00%

Dec
$0
$0
$0
-----------$0
0.00%

Jan
$0
$0
$0
-----------$0
0.00%

Feb
$0
$0
$0
-----------$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%

$0
0.00%