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Sales & Marketing Plan – Interactive Tool

Evaluate the Strategic Plan

Evaluate the Business
Tools To Explore
Strengthen the Business
Leverage Opportunities

Build the Strategic Plan

Executive Summary
Business Overview
Sales & Marketing
Human Resources
Financial Plan
Action Plan

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The sales and marketing plan establishes who your customers are, how they will be reached, and the value proposition of your product/ service offerings. Without these channels, and a thorough understanding of what problem is being solved by your company’s product/ service, there is very little chance that your business will be able to thrive.
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Marketing Plan Documentation Tool

 
Marketing Plan Tool

The value proposition is crucial towards understanding the customer and being able to discuss the solutions your product/ service offers. The marketing channels selected will depend on how your customer shops as well as the the type of product/ service being offered. Business to business (B2B) channels are different than retail and customer (C2C) channels.

Knowing how your customer shops, acquires information, and evaluates available products/ services is crucial towards building an effective, efficient, and relevant business model. This information is also used to support the strategic planning process, establish future goals, and identifies areas for additional growth, research, and innovation.