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The One Page Marketing Action Plan One page. One hour. Done.

One page marketing action plan for solopreneurs

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Create a simple marketing action plan for your business in less than one hour - on a single sheet of paper. Ideal for solopreneurs: coaches, consultants, speakers, wellness practitioners and freelancers.

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Page 1: One page marketing action plan for solopreneurs

The One Page Marketing Action PlanOne page. One hour. Done.

Page 2: One page marketing action plan for solopreneurs

Setting up for success

• Paper + pen• Post-it notes• Water or tea• Close down

distractions

Watch the video & download the worksheet here:http://pattyk.com/one-page-marketing-plan/

Page 3: One page marketing action plan for solopreneurs

Is this you?

Lots of activity, not enough PROGRESS

Lots of vision, not enough ACTION

Complicated plans

No plan at all

Page 4: One page marketing action plan for solopreneurs

The problem with planning

• We don’t KNOW!• How people will respond• If it will work• What we don’t see (the future!)

• Things CHANGE• Our actions cause changes• New technology• WE grow and change

Page 5: One page marketing action plan for solopreneurs

And yet…

If you don’t know where you’re going…how will you get there?

Page 6: One page marketing action plan for solopreneurs

“You don't have to see the whole staircase, to take the first step.”~ Martin Luther King Jr.

Page 7: One page marketing action plan for solopreneurs

Our mission today

Create a plan that will• Show your destination• Outline the path to get

there• Provide your immediate

next steps

Page 8: One page marketing action plan for solopreneurs

You can use this system to plan your entire life

Page 9: One page marketing action plan for solopreneurs

Today: focus on your business

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Updating your plan?

Set aside the old one and start fresh

Page 11: One page marketing action plan for solopreneurs

Put on your business owner/CEO hatThis is working ON, not IN your business

Don’t let fear or doubt get in the way

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What makes this process work

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Limited Space

Prevents over-complicating

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Limited Time

Prevents over-thinking

Page 15: One page marketing action plan for solopreneurs

Think fast + DO (access your intuition)

Page 16: One page marketing action plan for solopreneurs

Not carved in stone

Page 17: One page marketing action plan for solopreneurs

Download the worksheet here: One Page Marketing Action Plan

Page 18: One page marketing action plan for solopreneurs
Page 19: One page marketing action plan for solopreneurs

3 Year Vision• 3 years from now: looking back on an AWESOME year• A stretch – that you feel is achievable (not a fantasy)

• Yearly income• Number of clients, contact list size, blog/newsletter

readership• What are you doing?• How much time are you working? (Long vacations, short

hours or weeks?)• How large is your company? (Just you?)• Where do you serve? Locally? Internationally?• Reputation? Recognition?• Completed projects

Page 20: One page marketing action plan for solopreneurs

Checking In

How was that? What did you notice?

(Feeling a combination of excited + scared means you’re on the right track!)

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Page 22: One page marketing action plan for solopreneurs

One year goals

• The Gap• Where you are now (last year)• Where you want to be in 3 year vision• What is about one third of the way there?

Page 23: One page marketing action plan for solopreneurs

Example (established business)

Now (last year)$100, 000

Goal (3 years)$250, 000

One Year$150,000

Two Years$200,000

Page 24: One page marketing action plan for solopreneurs

Example (just starting out)

Now (last year)Nothing!

Goal (3 years)$100, 000

One Year$25,000

Two Years$65,000

Page 25: One page marketing action plan for solopreneurs

One year goals

• How much income? • How many clients? • List size: contacts, subscribers• Completed projects. (Program. Website.

Book.)• Business and marketing systems.

(Preparing for future growth and success)

Page 26: One page marketing action plan for solopreneurs

Checking In

If you achieved these goals, would you be on track for 3 years?

(Hint: if the answer isn’t “yes” you need to adjust your goals or your vision)

Page 27: One page marketing action plan for solopreneurs

The bridge from vision to action

Page 28: One page marketing action plan for solopreneurs
Page 29: One page marketing action plan for solopreneurs

Projects (6 Months)

List all the projects you need to complete in order to achieve your one year goal

Page 30: One page marketing action plan for solopreneurs

Huh!?

Page 31: One page marketing action plan for solopreneurs

What’s a project?

• Group of tasks• Size is up to you

• 1 day?• 3 months?

Page 32: One page marketing action plan for solopreneurs

Types of projects

• Action projects• Research projects (what are the options?

Which do I choose?)• Learning projects (how do I do this?)• Planning projects (what are all the steps?)• Practices: things to do on a regular basis

Page 33: One page marketing action plan for solopreneurs

Marketing

Stranger who needs your services

Happy paying client

Page 34: One page marketing action plan for solopreneurs

MarketingLead Generation

Page 35: One page marketing action plan for solopreneurs

Marketing

Conversion

Page 36: One page marketing action plan for solopreneurs

Marketing Retention

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SalesFunnel

Page 38: One page marketing action plan for solopreneurs

Project suggestions – based on where you’re at with your business

List ALL the projects you think would help you reach your 12 month goal. (Don’t worry…we’ll reduce the list later!)

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Just getting started?

• Service packages & prices

• Ideal Client Profile• Sales Process• Tracking system

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Good at sales but not enough leads?Lead generation projects

• Networking• Social media• Speaking• Affiliate & referral• Mailing list• Advertising

Page 41: One page marketing action plan for solopreneurs

Lots of leads but few sales?

Conversion projects• Ladder of offerings• Ideal Client Profile• Sales Process• Follow up systems• Website content and

sales pages• Mailing list (MailChimp)

Online Marketing Intensive

Page 42: One page marketing action plan for solopreneurs

Lots of customers, few repeatsRetention projects

• Develop additional offerings (ladder)

• Customer service• Follow up/database keep

in touch program

Page 43: One page marketing action plan for solopreneurs

Feast & famine? (Or disorganized/scattered?)

Systems: • Daily and weekly practices• Follow up/keep in touch

system• Time management• Delegation (E-Myth)• Tracking

Page 44: One page marketing action plan for solopreneurs

Summer Slump?• Prepare for fall

• Systems• Product/Service

Development• Market while others are off

• Seasonal offer for existing clients

• Casual networking• Direct contact

• Downtime/self care

Page 45: One page marketing action plan for solopreneurs

Check in

If you completed these projects would you be on track for the year?

(Hint: your answer should be “YES!”)

Page 46: One page marketing action plan for solopreneurs

Almost there…

Page 47: One page marketing action plan for solopreneurs

Circle 3

• Pick 3 and circle them = NOW list• Biggest bang for the buck• Logically needs to happen first• Feels fun/right/appealing

• All the others = LATER list(Remember: you can add/remove projects at any time)

Page 48: One page marketing action plan for solopreneurs

Project ProjectProject ProjectProjectProjectProjectProjectProjectProject Project Project Project Project

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One post-it for each project

• What is the immediate first step?

• Must be an ACTION• Should take 5 minutes or

less• Don’t know? First step is

probably “research”

Page 50: One page marketing action plan for solopreneurs

Project ProjectProject ProjectProjectProjectProjectProjectProjectProject Project Project Project Project

Project 1First Step

Project 2First Step

Project 3First Step

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Check in

If you did these things, would you be on track to complete your projects?

(Guess what answer we’re looking for…)

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The Action Part of the System

• DO at least the next step for each project each week (you will probably do more once you get started.)

• Finished taking action? Make a new post-it with the NEXT step.

• Complete the project? Put a star next to it, circle the next one.

Page 53: One page marketing action plan for solopreneurs

Project ProjectProject ProjectProjectProjectProjectProjectProjectProject Project Project Project Project

Project 2Next Step

Project 3Next Step

Done! Yay!

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Project ProjectProject ProjectProjectProjectProjectProjectProjectProject Project Project Project Project

New ProjectFirst Step

Project 2Next Step

Project 3Next Step

Pick a new one

Option #1

Page 55: One page marketing action plan for solopreneurs

Or (if you’re like me)

If you think you’ll procrastinate forever on one of those projects• Commit to completing all 3 projects

before choosing 3 new ones

Page 56: One page marketing action plan for solopreneurs

Project ProjectProject ProjectProjectProjectProjectProjectProjectProject Project Project Project Project

Project 2Next Step

Project 3Next Step

Done! Yay!

Page 57: One page marketing action plan for solopreneurs

Project ProjectProject ProjectProjectProjectProjectProjectProjectProject Project Project Project Project

Project 3Next Step

Done! Yay!

Option #2

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Every 90 days

• Monitor progress• Celebrate achievements• New sheet of paper• Review/update the plan

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The big question• If you execute this plan…• If you stay on track…• If you learn what you need to learn…• If you’re willing to do what it takes…Will you reach your 3 year vision?

(Hint: this answer should also be scary + exciting)

Page 60: One page marketing action plan for solopreneurs

What gets in the way?

Forget you even have

a plan

Procrastination

Get stuck, have questions

Fear or self doubt

Lack of support?

Page 61: One page marketing action plan for solopreneurs

Have a clear plan? Execute it! Join the Marketing Action Club• Friday reminder• Monday morning meeting

(recorded)• Private Facebook group$29/month

Page 62: One page marketing action plan for solopreneurs

Stuck? Confused? I can help

1:1 coaching

Email: [email protected]

Click the below to claim your

Free Strategy Session