Alius- 5 Steps to a Sales & Marketing Plan

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"Sound strategy starts with having the right goal." - Michael Porter SET GOALS 2 5 Steps to a Sales & Marketing Plan Lay out the goals for 2018. Da Vinci’s assertion that simplicity is the ultimate sophistication rings true here: goals must be SMART - Specific, Measurable, Achievable, Realistic and Time based. And they must be few. Three or four goals determined by the Board is ideal, so they can be memorized by and passed to the sales teams to implement. Write them down, repeat them, display them, sing them from the rooftops! Invite collaboration from the sales team to devise the plan for achieving them: work together to include all channels of communication (social media must not be forgotten) and make a plan based on the team: play to individual team members’ strengths. 3 BUDGET info@alius-services.com The budget must work with the goals. The greatest mistake is to continue doing something because it’s always been budgeted for. The world changes fast: conditions change, goals change, best available tools change. Budgets need to change with them. Take the time to figure out what budget allocations paid off and what didn’t. Ask the team for blue sky thinking when it comes to the best available tools to achieve the agreed goals. Do not shy away from new things or feel beholden to old ways. Immense opportunities present themselves in the world of social media.
4 WRITE THE PLAN Writing the Plan should be simple after the discussion of the first three steps, but in reality the writing down itself often kicks out important and pertinent questions. First, there is often the question of who should write it, and this engenders a discussion around the gatekeepers of the brand and accountability. The writing process can often identify gaps in accountability that are helpful to note and close. The document itself should contain the goals and budget, but remain as short as possible in order to be useful and, most importantly, used. 5 Steps to a Sales & Marketing Plan "If you have a goal, write it down. If you do not write it down, you do not have a goal, you have a wish. - Steve Maraboli MONITOR, ADJUST 5 Peter Drucker, perhaps the father of modern business management, told us “If you can't measure it, you can't improve it”. In this area, ne’er a truer word was said. The Sales & Marketing Plan can and should form the basis of the agenda for monthly sales team meetings and be subject to measurement and scrutiny. Every variable that is possible to be quantified, should be. With the ubiquitous embrace of technology as a key communication channel, and the simplicity of analytical tools, any online activity should be measured and shown graphically. Changes to client profile, SMART goals, and realistic targets can be discussed and agreed amongst the team to ensure not just that everyone is on board, but that the Plan remains relevant as the year progresses and the world changes. A more detailed review of the document itself can take place quarterly. info@alius-services.com
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Alius- 5 Steps to a Sales & Marketing Plan

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