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Building Your Marketing Plan
          for 2012
    A Workshop for Business Owners
                      January 11, 2012
                          by Jennifer Beever
         Inbound Marketing Certified Consultant




   Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S.   1
Marketing Plan Benefits

•   If you fail to plan, you plan to fail
•   Plans get everyone on the same page
•   You can save money with a plan
•   Work to a budget, measure results




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Are You

• Doing the right marketing?
• To the right people?
• Getting the right results?




       Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S.   3
No More!




      Photo from Flickr, Some rights reserved by CarbonNYC

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Agenda
• Strategic Marketing Models (brief)
• SMART Marketing Objectives (groups)
• Brainstorm Marketing Tactics
  – What’s Working, What’s Not
• Plan Execution (groups)
• Marketing Measurements (brief)
• Summary, Action Items, Q&A

       Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S.   5
One Page Marketing Plan




  Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S.   6
Strategic Marketing

• Uses Market Research
  – SWOT
  – Competitive and Customer Intelligence
  – Product life cycle
  – Demographics, psychographics…
  – Marketing Personas!
• Based on business vision, mission,
  goals
      Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S.   7
SWOT Assessment with Actions!
                                              Strengths                                     Weaknesses
Translating                                       Breakthrough product                        Lack of cash
SWOT                                          
                                                   formula
                                                   Seasoned sales consultants
                                                                                               Legal legacy
                                                                                               Stakeholder communications
into Action!                                      Agility, flexibility in R&D                 Fledgling distribution
                                                                                               Marketing/sales alignment

                                               Maximize strengths to                        Resolve weaknesses,
  Opportunities
                                                take advantage of                             take advantage of
                                                opportunities                                 opportunities
     Cost of diesel fuel                                                                      Resolve legal issues
                                                  Continue solution selling
     Increasing emissions                                                                     Increase sales, raise capital
      regulations                                 Brand and position well
                                                                                               Improve communications
     Focus on sustainability                     Awareness campaigns
                                                                                               Increase quality distribution

                                              Maximize strengths to                         Minimize weaknesses
  Threats                                                                                     to reduce threats
                                               mitigate threats
     Cost of diesel fuel                         Focus on cost savings and                   Generate positive publicity
     Sell cycle variability                       eco-friendly benefits                       Sales training for distributors
     Low barrier to entry                        I.D. and communicate sales                  Increase market share
                                                   cycle and ideal prospect
                                                  Protect I.P.


                      Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S.                         8
Competitive Analysis


P
r
i
c
e




                                 Performance
    Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S.   9
Bloody Red Ocean of
        Competition


P
r
i
c
e




                                 Performance
    Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S.   10
Blue Ocean Strategy


P
r
i
c
e




                                 Performance
    Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S.   11
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Based on vision, mission, goals


                               On-Going
                               Branding,
                           Customer Retention


                     Direct Response Marketing:
                          Offline and Online,
                         Direct Mail, PR, Ads,
                             Trade Shows

                             Collateral Design:
                           Logo, Web Site, Brochures


           Company Vision, Mission, and Goals



    Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S.   13
Customer Touch Point Map

Receipt                                            Follow
                      Hotel
  of                Experience
                                  Find Building      up
Mailers                                           Materials




 Visit to           Travel to     Contintental
                                                   Travel Return
 Website              Class        Breakfast




 Approval                            Class
                     Invoice                        Class Ends
  Cycle                           Experience




                   Confirmation                     Reception
Registration                         Lunch
                    Materials                       and Dinner
George the Loyalist
Meet George. He’s 63 years old, married, has grown children and
grand kids. George has a tremendous work ethic and still works long
hours. He is extremely generous to his family, especially the
grandkids….




….He likes receiving the postcards and also responds to email. He
wears glasses, and he didn’t grow up using computers so much,
although he has learned and adapted to succeed. He expects very
high quality content at conferences. He is very loyal and really values
networking and face-to-face time with his peers.


         Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S.   15
Julie the Skeptic
Meet Julie. She’s 46, married with two teens. She grew up with
corporate downsizing, tabloid journalism, the Persian gulf war and
the rise of AIDS. For this busy mom, efficiency is a must and life is
full of time and financial trade-offs….




….Julie tends to be skeptical, independent, resourceful. She has a
free agent mentality and is financially conservative. She expects
diversity, fun, and likes informal settings. She uses Google search
and other resources to get what she needs to know to succeed.


         Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S.
Benjamin the Go-Getter
Meet Benjamin. He’s 29. He worked at four jobs right out of school
and then his father Tom hired him to work in his company. Benjamin
is connected on social networking sites and multi-tasks by Tweeting
or text messaging during meetings. He is trying to convince his Dad
that the company should go green and do some cause marketing….




….Benjamin is confident, flexible and civic-minded. He likes
teamwork, social events and diversity. He’s connected with his peers
and follows industry thought leaders online. He’s frustrated with his
Dad’s hesitation to change, but he’s very close to both his parents.


         Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S.
Photo from Flickr, Some rights reserved by andrewrennie


Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S.   18
SMART Marketing Goals

• Specific

• Measurable

• Attainable

• Realistic

• Timely
       Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S.   19
Sample SMART Goals

• Increase Product A revenues $20,000
• Increase customer wallet share by 15%
• Increase customer intimacy
• Increase brand awareness
• Get 500 company followers on LinkedIn
• Increase Facebook followers to 1,200
• Increase sales conversion to 60%

       Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S.   20
Write in Your Goals




Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S.   21
Your Marketing Goals

• Group Breakout Exercise
• 10-15 Minutes
• Share Sample Goals




     Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S.   22
Photo from Flickr, Some rights reserved by Kheel Center, Cornell University




       Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S.   23
What’s Hot?
• Transparency & Value-Add
• Telling Your Story
• Online Content – Video!
• Social Media Connections
• Mobile Marketing
    Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S.   24
Integrated – Response
        Compression
                                   Trade Show
           Ad                                                   Website




Brochure                                                                     Telemarketing




  Direct Mail                                                            Article
                                    Seminar

     Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S.              25
Integrated – Response
Compression with New Tactics
                                    Trade Show
            Ad                                                   Website




 Brochure                                                                     Telemarketing




   Direct Mail                                                            Article
                                     Seminar

      Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S.              26
New SEO = SMO


                              Web
                              Site

                              Blog




Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S.   27
Brainstorming on Tactics




  Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S.   28
Your Marketing Tactics

•   Group Exercise
•   20 Minutes
•   Reconvene & Share
•   Questions?




        Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S.   29
Write in Your Tactics




Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S.   30
Results Tracking

                            Marketing Continuum
Strategic Planning         Tactical Planning                Implementation              Results Tracking




           Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S.                  31
Track Your Results




Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S.   32
Jennifer Beever
             Follow me:

• CMO for Hire
• Strategic Marketing Consulting
• Certified Inbound Marketing Professional
                                             •



            • 818-347-4248
         • www.newincite.com
 Don’t Leave Your Marketing to Chance

       Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S.   33

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Marketing plan workshop

  • 1. Building Your Marketing Plan for 2012 A Workshop for Business Owners January 11, 2012 by Jennifer Beever Inbound Marketing Certified Consultant Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S. 1
  • 2. Marketing Plan Benefits • If you fail to plan, you plan to fail • Plans get everyone on the same page • You can save money with a plan • Work to a budget, measure results Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S. 2
  • 3. Are You • Doing the right marketing? • To the right people? • Getting the right results? Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S. 3
  • 4. No More! Photo from Flickr, Some rights reserved by CarbonNYC Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S. 4
  • 5. Agenda • Strategic Marketing Models (brief) • SMART Marketing Objectives (groups) • Brainstorm Marketing Tactics – What’s Working, What’s Not • Plan Execution (groups) • Marketing Measurements (brief) • Summary, Action Items, Q&A Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S. 5
  • 6. One Page Marketing Plan Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S. 6
  • 7. Strategic Marketing • Uses Market Research – SWOT – Competitive and Customer Intelligence – Product life cycle – Demographics, psychographics… – Marketing Personas! • Based on business vision, mission, goals Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S. 7
  • 8. SWOT Assessment with Actions! Strengths Weaknesses Translating  Breakthrough product  Lack of cash SWOT  formula Seasoned sales consultants  Legal legacy  Stakeholder communications into Action!  Agility, flexibility in R&D  Fledgling distribution  Marketing/sales alignment Maximize strengths to Resolve weaknesses, Opportunities take advantage of take advantage of opportunities opportunities  Cost of diesel fuel  Resolve legal issues  Continue solution selling  Increasing emissions  Increase sales, raise capital regulations  Brand and position well  Improve communications  Focus on sustainability  Awareness campaigns  Increase quality distribution Maximize strengths to Minimize weaknesses Threats to reduce threats mitigate threats  Cost of diesel fuel  Focus on cost savings and  Generate positive publicity  Sell cycle variability eco-friendly benefits  Sales training for distributors  Low barrier to entry  I.D. and communicate sales  Increase market share cycle and ideal prospect  Protect I.P. Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S. 8
  • 9. Competitive Analysis P r i c e Performance Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S. 9
  • 10. Bloody Red Ocean of Competition P r i c e Performance Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S. 10
  • 11. Blue Ocean Strategy P r i c e Performance Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S. 11
  • 12. Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S. 12
  • 13. Based on vision, mission, goals On-Going Branding, Customer Retention Direct Response Marketing: Offline and Online, Direct Mail, PR, Ads, Trade Shows Collateral Design: Logo, Web Site, Brochures Company Vision, Mission, and Goals Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S. 13
  • 14. Customer Touch Point Map Receipt Follow Hotel of Experience Find Building up Mailers Materials Visit to Travel to Contintental Travel Return Website Class Breakfast Approval Class Invoice Class Ends Cycle Experience Confirmation Reception Registration Lunch Materials and Dinner
  • 15. George the Loyalist Meet George. He’s 63 years old, married, has grown children and grand kids. George has a tremendous work ethic and still works long hours. He is extremely generous to his family, especially the grandkids…. ….He likes receiving the postcards and also responds to email. He wears glasses, and he didn’t grow up using computers so much, although he has learned and adapted to succeed. He expects very high quality content at conferences. He is very loyal and really values networking and face-to-face time with his peers. Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S. 15
  • 16. Julie the Skeptic Meet Julie. She’s 46, married with two teens. She grew up with corporate downsizing, tabloid journalism, the Persian gulf war and the rise of AIDS. For this busy mom, efficiency is a must and life is full of time and financial trade-offs…. ….Julie tends to be skeptical, independent, resourceful. She has a free agent mentality and is financially conservative. She expects diversity, fun, and likes informal settings. She uses Google search and other resources to get what she needs to know to succeed. Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S.
  • 17. Benjamin the Go-Getter Meet Benjamin. He’s 29. He worked at four jobs right out of school and then his father Tom hired him to work in his company. Benjamin is connected on social networking sites and multi-tasks by Tweeting or text messaging during meetings. He is trying to convince his Dad that the company should go green and do some cause marketing…. ….Benjamin is confident, flexible and civic-minded. He likes teamwork, social events and diversity. He’s connected with his peers and follows industry thought leaders online. He’s frustrated with his Dad’s hesitation to change, but he’s very close to both his parents. Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S.
  • 18. Photo from Flickr, Some rights reserved by andrewrennie Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S. 18
  • 19. SMART Marketing Goals • Specific • Measurable • Attainable • Realistic • Timely Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S. 19
  • 20. Sample SMART Goals • Increase Product A revenues $20,000 • Increase customer wallet share by 15% • Increase customer intimacy • Increase brand awareness • Get 500 company followers on LinkedIn • Increase Facebook followers to 1,200 • Increase sales conversion to 60% Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S. 20
  • 21. Write in Your Goals Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S. 21
  • 22. Your Marketing Goals • Group Breakout Exercise • 10-15 Minutes • Share Sample Goals Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S. 22
  • 23. Photo from Flickr, Some rights reserved by Kheel Center, Cornell University Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S. 23
  • 24. What’s Hot? • Transparency & Value-Add • Telling Your Story • Online Content – Video! • Social Media Connections • Mobile Marketing Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S. 24
  • 25. Integrated – Response Compression Trade Show Ad Website Brochure Telemarketing Direct Mail Article Seminar Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S. 25
  • 26. Integrated – Response Compression with New Tactics Trade Show Ad Website Brochure Telemarketing Direct Mail Article Seminar Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S. 26
  • 27. New SEO = SMO Web Site Blog Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S. 27
  • 28. Brainstorming on Tactics Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S. 28
  • 29. Your Marketing Tactics • Group Exercise • 20 Minutes • Reconvene & Share • Questions? Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S. 29
  • 30. Write in Your Tactics Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S. 30
  • 31. Results Tracking Marketing Continuum Strategic Planning Tactical Planning Implementation Results Tracking Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S. 31
  • 32. Track Your Results Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S. 32
  • 33. Jennifer Beever Follow me: • CMO for Hire • Strategic Marketing Consulting • Certified Inbound Marketing Professional • • 818-347-4248 • www.newincite.com Don’t Leave Your Marketing to Chance Creative Commons License Attribution - NonCommercial- Share Alike 3.0 U.S. 33