SIMPLE MARKETING PL AN WORKSHEET We want you to know how grateful we are for your business and friendship. Your patronage allows us to do what we love to every day—and for that, we are sincerely thankful. This marketing plan template is our gift to you. We want you to take full advantage of the tools it can offer you and your business in the coming year. So, print this off, brew a cup of coffee, and snuggle up on your couch (or wherever your “happy place” is) and get to work! You’ll be amazed at how quickly and simply you can develop a marketing plan of action for your company! Marketing Plan Mission Statement 1. How would you describe your business to a potential customer? (2-3 sentences)

2. How does your business differ from its competing product or service providers? (2-3 sentences)

3. Why focus on a marketing plan for your business? (For example: Increase sales, expand customer base, internal growth, etc.)

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Define Your Customers

By de fin determ ing your cus prioritiz ine which o tomers, you ft e ca as the your market hem you sho n ing dolla uld marke ting rs o you de programs an n, as well d velop f or them projects .

1. Where are most of your customers located? (Do you have a retail location, are your customers online, do you have a busy season, do you cater to tourists or visitors, are most of your customers local?)

2. Estimate your annual percentage of sales to each of the customer groups (segments) above:

3. Rank your customer segments in order of importance in relation to marketing and growing your business (who do you want to grow your business with the most)?

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Marketing Strategy / Segment:

Enter y our from # highest priorit y 3 Answer on the previou customer seg m s page all ques into this ent tions custom line. er segm below in relat io ent, or __________________________________ target m n to this arket.

1. Why does your business exist? (What benefit do you provide to this segment of customers and potential customers?)

2. Who are your ideal customers from this target market (customer segment)? (If this target market is all about retail customers at the local level, maybe it’s 30-something female locals interested in purchasing X, or maybe it’s 70-something males who need hearing aids, or maybe it’s customers who are already yours, but you want to increase sales from those who already spend X dollars with you.)

3. In the product or service you offer, what is most important to your customers? (Do customers and potential customers value that you provide a local product or service over everything else? Or maybe you have excellent customer service, offer a unique product line. You know what you’re great at and what people love. If you don’t know, ask your best customers for feedback to include here.)

4. What do you want to accomplish this year in relation to this target market? (Make sure your goal is actionable and specific – i.e. not just “increase sales,” but “increase sales by 10% from $100,000 to $120,000)

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5. What programs will help you accomplish these things? (come up with 3 to 5 new programs) (For example: new retail signage, updated packaging, online store, cohesive radio/tv/print/online campaigns, email marketing, etc.)

6. What will trigger ideal customers to think of you? (Think of it in terms of each program outlined above and how you can trigger customers to think of you. Is it materials you provide to them at the time of sale that will remind them to come back to you? Traditional radio, TV, and print advertising? Maybe 6 month follow up calls? Personally written thank you cards sent two weeks after purchase? Maybe email marketing campaigns that keep you top of mind? Calls to action on packaging?)

7. What are the estimated costs of each of the programs? (Will you hire out or take on a “DIY” approach? What will it cost to produce, print, and ship materials? Gather quotes here to estimate the cost of each program accurately. )

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8. Based upon the information above, what is the priority of the marketing programs you want to implement this year (based upon available cash flow and need, throughout the year)?

9. How will you determine your ROI (return on invesment) of each program?

keting est priority Mar gh hi ur yo ed et r your mpl n and do it fo ai Once you’ve co ag e ov ab ne the outli Strategy, copy target market. next important ent, for each segm gy te ra st a ed em! mplet start tackling th d Once you’ve co an l al er ov s program prioritize your

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If you find yourself with questions about how to implement some of the ideas you may come up with as you work through this template – or need help coming up with ideas in general – we’re here to help! Whether it’s a quick phone call for some suggestions, or a full–blown marketing brainstorm consulting session, we’re here for you and your business. Just give us a shout at 406.322.LOGO or send us an email! We’re looking forward to growing our businesses together in 2016!

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