Creating Your STRATEGIC

Sales & Marketing Plan! ©2015 B Unlimited, LLC Tia Brewer-Footman | P.O. Box 80704, Charleston, SC 29416 |Toll Free: 855-761-GLOW (4569)

What’s Your Vision for the Year? Value of Annual Forecasting & Quarterly Implementation:  Helps prevent overwhelm (“micro-tize”)  Provides manageable blocks of time to accomplish goals  Allows opportunity for you & your team to course correct based on 90day results

 Helps you to stay on top of the team, time and technology required

Strategic 90-Day “Project” Planning Flow Strategic Overview Marketing Strategy Project Plan > Per Quarter ONLY >>> Ea PROJECT Needs a Plan>>

Set S.M.A.R.T. Goals S • Specific • Answers the questions Who? What? Where? Which?

M

A

R

T

• Measurable • How much? How many? How will you know when the goal is achieved?

• Achievable • Is this goal realistic based on current variables or factors?

• Relevant • Resultsfocused • If it is a relevant goal, when achieved, it will propel your business forward

• Timeframe • Set deadlines • What can you do within the next 90 days?

****1 to 3 PROJECT GOALS/Per Quarter ONLY*** (i.e. new program, book, website launch, LIVE event, etc.) Treat Your Brand & Biz Like a Biz --- Think McDonald’s, Disney, Walmart

Strategic Overview: 90 Day Projects & Goals Examples:  Book 3 speaking engagements during the first quarter of 2016 (and consistently throughout the year).  Grow my database of NEW qualified leads by 50% by second quarter of 2016.  Enroll 12 clients in the Signature Program during the third quarter of 2016.  Increase engagement on social media by 25% during the fourth quarter of the year.

Strategic 90-Day Planning Method Schedule a Business Retreat Every 3-months (ex: BU’s R&R Quarterly Virtual Retreat)

1. Review & Measure Quarterly ***1-3 Past Projects ONLY*** a) b) c)

Strategic Overview Project Plan Marketing Strategy

2. Set Tangible 90-Day Goals ***1-3 New Projects ONLY*** BONUS Tip: Outline your Strategic Overview at least 2-3 wks (or earlier) before 90-dy start time!

a) b) c)

Strategic Overview* Project Plan Marketing Strategy

Strategic 90-Day Planning Method

Strategic Overview

• CEO Provides “Big Picture” • Why, What, When Concept Overview (i.e. Purpose & Profits)

Marketing Strategy

• Marketing Coor/Asst “Promoter” • Promotions, Products, Profitable Offer & Sales Funnel Support Strategy

Project Plan

• Operations Coor/Asst “Organizer” • Team, Timeline, Tactics, Tracking Plan (i.e. budget, customer supp & success)

Begin with a Quarterly Strategic Overview As the CEO, what is YOUR overall vision for you, your brand and your company for the next 90 days? PURPOSE Why are you doing this? Is it aligned with your life’s mission & gifts? What goals do you want to achieve? When do you want to accomplish this?

PROFITS  How much do you desire to make? What will be your personal profits & biz profits? What will it cost to get there?

90-Day Marketing Strategy Your Marketing Coor (Asst) helps develop your marketing strategy for the next 90-days based on the Strategic Overview  Sales Funnel Support 

How will it be launched, promoted or marketed for the next 90-days?

 Profitable Offer 

What’s the income-producing offer?

 Products 

What type of product or service will need to be created?

 Promotions 

What’s the 90-day “theme or concept”?

Sales Funnel

Sales Funnel: Sample 90-Day Offline & Online Tactics Speaking Engagement [Free Gift/Offer & Complimentary Strategy Session Call]

**(offline)**

Website’s Free Offer (online)

Newsletter Education (online)

Strategy Call **(offline)**

Signature Pgm

Quarterly Marketing Strategy Example Month 1

Month 2

Month 3

Theme

Theme

Theme

Promotion Schedule

Promotion Schedule

Promotion Schedule

Social Media Schedule

Social Media Schedule

Social Media Schedule

Confirmed speaking engagements or events

Confirmed speaking engagements or events

Confirmed speaking engagements or events

Sales Goals

Sales Goals

Sales Goals

90-Day Project Plan Your Operations Coor (Asst) helps develop your Project Plan for the next 90-days based on the Strategic Overview Tactics  How the actual plan can be accomplished (be specific)?  How will you implement the steps to achieve your goals?

Team  What tools, systems or technology will you need?  Who will work w/you (i.e. staff, consultants, contractors, interns, etc.)?

Timeline  What are your key milestone dates, deadlines, check-points, etc. Tracking  What’s your overall budget “expense & income”(for ea area: i.e. marketing, systems, staff)?  What will customer support and the client experience look like?  What will be your key Success Factors (spell this out)?

90-Day Success Plan Synopsis

Quarter (Retreat)

Year

• Create 90-Day Strategic Overview: i.e. Set NEW Quarterly Revenue & Team Goal(s) • Develop 90-Day Theme: i.e. Promotions • Create Offer: i.e. Sign Pgm, LIVE Event, Book • Draft Sales Funnel & Call to Action: i.e. Subscribe to newsletter? Free gift?

• • • •

Quarter 1: Goals; We are successful if we accomplish…. Quarter 2: Goals; We are successful if we accomplish…. Quarter 3: Goals; We are successful if we accomplish…. Quarter 4: Goals; We are successful if we accomplish….

Annual + Quarterly + Weekly = FOCUSED Company Goals & Activities Strategic Overview becomes the agenda for the quarterly retreat

Weekly team meeting becomes the list of daily tasks that (you & your team) need to complete to achieve the goals outlined in the Strategic Overview

The quarterly retreat goals (i.e. Marketing Strategy & Project Plan) become the agenda for the weekly team meetings

Tia’s Success Formula

Your B Unlimited Team

Tia Brewer-Footman Celebrity Brand Strategist & Program Lead Coach

Lara Nieberding Operations Coordinator [email protected]

©2015 B Unlimited, LLC Tia Brewer-Footman | P.O. Box 80704, Charleston, SC 29416 |Toll Free: 855-761-GLOW (4569) Photo images courtesy FreeDigitalPhotos.net