Marketing Plan Worksheet
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- Cory Russell
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1 N I Marketing Plan Worksheet Use this worksheet to build your marketing plan by identifying the audience, messages, branding, platforms, offers and calls-to-action that will generate lead flow and build your business effectively. L O E N I N E T W O R K M A R K E T N G Audience Answer the following questions to discover your target audience and how to reach them. Who Who would you like more of on your team? P R O What kind of careers do the people you want on your team have (e.g., physician, chiropractor, yoga instructor, etc.)? What kind of attitudes, hobbies aspirations and perspectives do the people you want on your team have? What kind of people don t you want on your team? What What do they like to do? What do they have to spend their time doing? What are their dreams? What are their challenges? When When are they available? When are they unavailable? When do they recreate? When do they work? When do they explore their dreams? When are they totally focused on their challenges? When are the best times/days/months/seasons for you to ask them to engage with you?
2 Audience - Continued Where Where do they go online? What blogs do they follow? What social media sites do they visit? Where do they go to learn? Where do they go for fun? Why What drives them? Why do they do what they do? Why haven t they reached their dreams yet? Why haven t they started living their dream? How How do they feel about their current situation? How do they accomplish what they re currently accomplishing? How do they justify their current situation? How can you help them reach their goal? How large is your target audience? Is it big enough to market to?
3 Profiles and Personas Based on your answers, create 3 different profiles of personas that you want on your team: Example: I want to attract chiropractors with mid-sized practices who are frustrated with their lack of residual income, want to impact more lives than they re currently impacting and are looking for a better solution. I only want professionals who are positive and would love to dive into the science of essential oils and even share their expertise through speaking and recording videos. Profile 1: Profile 2: Profile 3: Presence As you create your presence, include your personal strengths and preferences in your considerations along with meeting the needs of your target audience. Brand Colors: Logo: Images: Messages: Brand Name: Check for availability on Facebook and on GoDaddy (for your URL) Platforms What social media platforms do you enjoy using? Facebook, Twitter, Pintrest, YouTube, Instagram, Snapchat, Google+ What is the tagline for your website?
4 Traffic Sources From the Audiences section above, list the places where your Personas hang out online. Facebook Groups: Blogs Where They Comment: Online Forums: Subreddits: Offers What do you have to offer your audience that will entice them to visit your site or otherwise engage with you? Examples: Wellness Consult, Product Samples, Event Invitations, Downloadables. Or, create your own! Mechanisms Create some comments that you can share on those groups featuring your offers. Example: Hey everyone, did you see this class that s running this week? Learn how to integrate essential oils into your chiropractic business!
5 Engage Education What educational topics can you share that will be valuable to your Personas? List 3 topics for each Persona. Persona 1 Topic 1: Topic 2: Topic 3: Persona 2 Topic 1: Topic 2: Topic 3: Persona 3 Topic 1: Topic 2: Topic 3: Emotion What stories can you share with each of your Personas that will engage them emotionally? What experiences can you give each of your Personas to help them have an emotional experience with doterra? Persona 1: Persona 2: Persona 3:
6 Capture Event Registration Where and how will prospect register for your events? (e.g. Facebook Events, Google+, Eventbrite, Your website) Lead Submission Where and how will prospects submit their information to receive a call or from you? (e.g., Google Forms, WuFoo, Your website) Enrollment Where and how will prospects enroll with you? (e.g., Your mydoterra.com URL, mydopro, Your website) Follow Up Prospects need multiple touches before they re able to make a decision - often 7 times or more. Social Media How will you reach people directly via social media? Just because they like your business page it doesn t mean they ll see your posts in their timeline (Facebook only shows <1% of your followers your posts). What is your strategy for ? What messages will you send your prospects? How frequently will you them?
7 Resources What software do you need to create images and videos? What photography are you going to use? Who will do the design, writing and programming? Do you have an advertising budget? What amount of time will you spend executing on your plan? Scalability How big is your audience? How will you increase your advertising budget? Automation I ll share more about automation in my next video, including how to keep up on your content plan, which platforms yield the best results and more, so make sure you check it out!
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