financial plan-marketing plan · components to building a successful business. let’s say that...

Financial Plan/Marketing Plan Success Template

Karen Pattock

Copyright © 2012 by Make A Difference Make A Living – All Rights Reserved

Financial Plan/Marketing Plan

Success Template

Congratulations on completing the Vision & Goal Setting training

course. It’s your foundation for putting a plan into action that will lead

you to success in your personal life as well as your business. My hope

is that you will apply the techniques that you learned in the training to

every aspect of your life.

I have built many successful companies in the last 20 years and I will

be the first one to tell you that becoming a workaholic isn’t the answer

to success. Neither is getting lucky or being in the right place at the

right time, (although that can help). The most valuable piece of

advice I can give you after 20 years of building businesses is, “You

must have a plan”.


Business plans are used by every successful business on the planet.

None of them are flying by the seat of their pants hoping that today

they will make a sale. Most businesses create a plan 12 months in

advance and review it every 90 days. Today you are going to learn

how to create your unique business plan for success. Because, let’s be

honest, it’s just easier to achieve what you want when you have a plan

and then create a strategy to achieve it.

This guide is going to take you through two separate processes that

will work synergistically with one another. First, we are going to create

a financial plan that breaks down your financial goals into categories.

Second, we will incorporate that plan into a marketing plan that will

give you a daily schedule to work from to achieve your financial goal.

There are many components to consider when creating this calendar.

v What is my annual income goal?

v What products/services will I need to create my desired income?

v What type of marketing will I need to do to sell my products/

services?

v How often will I be working on relationship building, product

promotion and plain old public relations to build my reputation?

Assignment #1

What is your annual income goal? I know, it’s tempting to say

$1,000,000. That’s the number that rolls off of everyone’s tongue. If

I made a million dollars my life would be great. Okay, that may be

your dream number, but for the purpose of this assignment let’s keep


it closer to the number that would be realistic to where your business

is now.

Your answer will depend upon your current situation. Do you already

have a full-time job and you are building a part-time business on the

side to supplement your income? Do you want to make your business

your full-time job? Maybe you just want to make an extra $300-$500

per month to lighten the load on your family. There are many families

that truly would be transformed with an additional $500.00 per month.

Question #1 – How much do I need to make each month to

accomplish my short-term goals? _____________________________

Question #2 – How much do I need to make each month to

accomplish my long-term goals? _____________________________

Question #3 – How much do I want to make each month to reach my

dream annual income? _____________________________________

Now that you have completed Assignment #1 let’s move on to the

next assignment. For the sake of this example let’s say that Gina,

(our female entrepreneur), decides that $12,000 is her answer to

Question #1. That equates to $1,000 per month. As we continue

through this process I will be using Gina’s goal of $1,000 per month to

show you how to create the marketing calendar for your business plan.


Assignment #2

Your next step is to determine what products and services you have to

offer right now and what types of products and services you will need

to create during the next 12 months to meet your income goal.

I feel that it is important at this point to quickly discuss your email-

marketing list. There are many business owners that don’t understand

why it is important to collect names and email addresses of current

and potential clients. The answer to that is that if they are interested

enough to be on your list then they are quite reasonably interested in

purchasing one or more of your products. Don’t be naïve and think

this is a waste of time. It isn’t!!! It is one of the basic foundational

components to building a successful business.

Let’s say that Gina’s current email marketing list has 250 people on it.

As part of this assignment she creates a goal for herself of growing

that list by 1,000 people over the next year. That would be equal to

84 people a month. She will need to have products in place that she is

marketing each month that will attract 84 new people. Those products

can be FREE special reports, audios, videos, lists, etc.


Question #1: What is your email marketing list goal for the year?

My current list is: _____________________________________

My total year-end goal is: ________________________________

Year-end goal __________

Less: Current list __________

Equals Net Increase for the year __________

Question #2: How many people per month do I need to meet that

goal? (Take the above net increase for the year and divide by 12)

____________________________________________________

What products will I use for growing my list? (List 4-5 products)

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

Next let’s talk about what types of products/services you currently

have for sale as well as future products that you will create.


Question #3: List the products/services your currently have for sale.

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

For the sake of our example here are the products that Gina currently

has for sale.

1) She has an eBook that she sells for $19.97.

2) She sells a direct sales product that earns her $20.00 per sale.

3) She has a 3-month group-coaching program that sells for

$197.00.

Question #4: List the products/services you want to add within the

next year.

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________


Gina plans to add two different teleseminar trainings to her list of

products/services.

1) Teleseminar #1 - $27.00 per participant

2) Teleseminar #2 - $19.00 per participant

Now is the fun part. Let’s take a look at Gina’s annual income chart to

see if she needs to make any tweaks.


GINA’S FINANCIAL PLAN

Activity/Product/Service How

Often

Result Annual

Income

Email List Growth Monthly 84 names 0

eBook Sales ($19.97) Monthly 10 sales x 12 $2,396.40

Direct Product Sales ($20.00) Monthly 15 sales x 12 $3,600.00

Group Coaching ($197/3 mos) Monthly 4 x’s per yr

w/5 people

$3,940.00

Teleseminar #1 ($27.00) 1 per yr 40 people $1,080.00

Teleseminar #2 ($19.00) 1 per yr 65 people $1,235.00

TOTAL INCOME $12,251.40

OK, now it’s your turn. The following page has a blank chart for you to

use as your template. It may take you working through it a few times

before you reach your annual income goal, but it will be your working

manual for the year when you are finished.


MY FINANCIAL PLAN

Activity/Product/Service How Often Result Annual

Income

TOTAL INCOME


Congratulations! That is a huge step toward making your vision and

goals a reality. Next, we are going to take it a step further by creating

a marketing calendar.

The object of a marketing calendar is to set in place a structure for

consistent and relevant marketing, as well as relationship building

activities. These activities would include things like your

newsletter/blog, audios, videos, email, social media, direct mail, etc.

The modalities that you choose are a personal choice. What works for

one person doesn’t always necessarily work for the other. It will be up

to you to experiment with each one to decide what resonates well with

you and your target market.

Another choice you will need to make is how often you will be

completing each task. For example, you may want to send your

newsletter out once per week, therefore, it will be on your marketing

calendar 52 times. Things like a direct mailer may only be scheduled

twice per year as the content will be geared toward participants in

your upcoming coaching program.

In continuing with our example of our entrepreneur Gina, let’s see

what two months of her marketing calendar looks like.


Monday Tuesday Wednesday Thursday Friday 1

OPTIN OFFER

2 3

EBOOK PROMO

4

NEWSLETTER

5

OPTIN OFFER

8

OPTIN OFFER

9

DPS PROMO

10 11

NEWSLETTER

TELECALL

INVITE

12

OPTIN OFFER

15

OPTIN OFFER

16

TELECALL

INVITE

17

EBOOK PROMO

18

NEWSLETTER

TELECALL

INVITE

19

OPTIN OFFER

TELECALL

22

OPTIN OFFER

23

DPS PROMO

24 25

NEWSLETTER

26

OPTIN OFFER

29

OPTIN OFFER

30 31

EBOOK PROMO


NEWSLETTER

2

OPTIN OFFER

5

OPTIN OFFER

6

DPS PROMO

7

GROUP COACH

INVITE

8

NEWSLETTER

9

OPTIN OFFER

12

OPTIN OFFER

13

GROUP COACH

INVITE

14

EBOOK PROMO

15

NEWSLETTER

16

OPTIN OFFER

GROUP COACH

INVITE

19

OPTIN OFFER

20

DPS PROMO

21

GROUP

COACHING

BEGINS

22

NEWSLETTER

23

OPTIN OFFER

26

OPTIN OFFER

27 28

EBOOK PROMO

29

NEWSLETTER

30

OPTIN OFFER


I know that the calendar looks full, but most of those items will

literally take you less than 2 minutes to complete. Many also can be

automated.

In addition to the things listed above, you should be interacting on

your Facebook page and Twitter page daily. If you don’t yet have a

business Facebook page and a Twitter account you need to get them

set up immediately. Interacting on your personal profile for business

within Facebook isn’t professional. Not to mention you are not allowed

to promote your products on your personal profile.

Now it’s your turn! On the next page you fill find a blank calendar for

your use. Feel free to print it and scribble all over it until you get it

just right. The sky is the limit.


MY MARKETING PLAN


2

5

6

7

8

9

12

13

14

15

16

19

20

21

22

23

26

27 28

29

30

31


Way to go! I know that this task is a lot of work and I’m so proud of

you for completing it.

Can you see how helpful that it will be in assisting you in successfully

meeting and succeeding your goals?

No more procrastination! No more excuses! At this point you have

everything you need to start marketing your business regularly and

effectively.

By creating a carefully thought out marketing plan that compliments

your financial plan you will give your clients and prospects exactly

what they need for you to become their trusted resource. It’s only a

matter of time before you hear the words, “You’re Hired!”.

If you have any questions, you can connect with me on Facebook at

http://www.facebook.com/KarenPattockBiz. Please feel free to share

your successes there as well.

As always, I wish you tremendous success!

Karen Pattock

Make A Difference Make A Living

financial plan-marketing plan · components to building a successful business. let’s say that...

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