Marketing
Plan
Questionnaire & Worksheet
Business Name_________________________________________________
Tagline _______________________________________________________
Market Needs/Trends
What is needed in your industry or market? Have you identified it? What is trending now?
_____________________________________________________________
Your Products and/or Services
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Describe the benefits your products and/or services will provide
customers. Do not list features of your products/services but benefits instead… how your products or
services will enhance your customers’ lives or business.
Direct competitors
Have you identified your direct competitors? List them here along with their strengths and weaknesses.
1
Model competitor
What competitor do you think is most successful and would like to model your business after?
Describe Your Ideal Customer
Describe individuals or businesses that will buy your products or use your services. Sometimes it helps to
look at some of your top customers and create a customer profile that includes information you know
about them like gender, age, income, marital status, children and other demographic information.
What is your USP - Unique Selling Proposition?
What differentiates you from your competitors?
What’s the best way to find your customers?
Where do they hang out or how can you reach them? Check all that apply.
_____ Email Marketing
_____ Social Media Marketing
_____ Video Marketing (YouTube and/or Vimeo)
_____ Pay Per Click Ads (PPC- Google AdWords)
_____ Banner Ads or Links
_____ Blogging
_____ Guest Blogging on other websites
_____ Search Engine Optimization (SEO)
_____ Direct Mail
_____ Postcard Marketing
_____ Print display or classified ads
2
_____ Affiliate Marketing
_____ Radio Ads
_____ TV Ads
_____ Online Business Directory Advertising
_____ Referrals/Word of Mouth
_____ Networking
_____ Speeches, Seminars and Webinars
_____ Trade Shows
_____ Text Messaging
_____ Door to Door
_____ Other (please specify below)
How does your target audience find products and services like yours now?
Estimate costs for marketing methods chosen to reach your target
audience.
_____ Business Identity Package (if you have a new business - logo, color scheme, favicon, business cards)
_____ Responsive Website (if this is a new business and a website is needed)
_____ Email Marketing to internal list of customers and leads (ESP monthly fee)
_____ Targeted Email Campaigns (email list, graphic design of email, deploying email, reporting results)
_____ Social Media Marketing (staff time, outsourcing)
_____ Video Marketing (video editing software, shooting video, outsourcing)
_____ Pay Per Click Ads (PPC- Google AdWords)
_____ Banner Ads or Links
_____ Blogging (staff time, photography & art costs)
_____ Guest Blogging on other websites
_____ Search Engine Optimization (SEO) (staff training, time spent or outsourcing)
_____ Direct Mail (mailing lists, graphic design, printing, postage)
_____ Print display or classified ads
_____ Radio Ads
_____ TV Ads
_____ Online Business Directory Advertising
_____ Speeches, Seminars and Webinars
_____ Trade Shows
_____ Text Messaging
_____ Door to Door
3
What is your annual marketing budget?
________________________________________________________________________
Do you have a marketing staff or will you need to outsource your
marketing activities?
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Key Strategic Indicators
What will be your key indicators that your business/marketing plan is working?
# Product Orders
# Appointments per month (increase)
# Leads from direct mail, email, marketing activities
# Referrals
# Positive Testimonials
# Social Media interactions/likes/follows
Task List
Marketing Estimated Estimated Estimated Actual
Task Start Date Costs Results Results
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