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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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The One Page Marketing Action PlanOne page. One hour. Done.
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/
Is this you?
Lots of activity, not enough PROGRESS
Lots of vision, not enough ACTION
Complicated plans
No plan at all
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
And yet…
If you don’t know where you’re going…how will you get there?
“You don't have to see the whole staircase, to take the first step.”~ Martin Luther King Jr.
Our mission today
Create a plan that will• Show your destination• Outline the path to get
there• Provide your immediate
next steps
You can use this system to plan your entire life
Today: focus on your business
Updating your plan?
Set aside the old one and start fresh
Put on your business owner/CEO hatThis is working ON, not IN your business
Don’t let fear or doubt get in the way
What makes this process work
Limited Space
Prevents over-complicating
Limited Time
Prevents over-thinking
Think fast + DO (access your intuition)
Not carved in stone
Download the worksheet here: One Page Marketing Action Plan
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
Checking In
How was that? What did you notice?
(Feeling a combination of excited + scared means you’re on the right track!)
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?
Example (established business)
Now (last year)$100, 000
Goal (3 years)$250, 000
One Year$150,000
Two Years$200,000
Example (just starting out)
Now (last year)Nothing!
Goal (3 years)$100, 000
One Year$25,000
Two Years$65,000
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)
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)
The bridge from vision to action
Projects (6 Months)
List all the projects you need to complete in order to achieve your one year goal
Huh!?
What’s a project?
• Group of tasks• Size is up to you
• 1 day?• 3 months?
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
Marketing
Stranger who needs your services
Happy paying client
MarketingLead Generation
Marketing
Conversion
Marketing Retention
SalesFunnel
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!)
Just getting started?
• Service packages & prices
• Ideal Client Profile• Sales Process• Tracking system
Good at sales but not enough leads?Lead generation projects
• Networking• Social media• Speaking• Affiliate & referral• Mailing list• Advertising
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
Lots of customers, few repeatsRetention projects
• Develop additional offerings (ladder)
• Customer service• Follow up/database keep
in touch program
Feast & famine? (Or disorganized/scattered?)
Systems: • Daily and weekly practices• Follow up/keep in touch
system• Time management• Delegation (E-Myth)• Tracking
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
Check in
If you completed these projects would you be on track for the year?
(Hint: your answer should be “YES!”)
Almost there…
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)
Project ProjectProject ProjectProjectProjectProjectProjectProjectProject Project Project Project Project
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”
Project ProjectProject ProjectProjectProjectProjectProjectProjectProject Project Project Project Project
Project 1First Step
Project 2First Step
Project 3First Step
Check in
If you did these things, would you be on track to complete your projects?
(Guess what answer we’re looking for…)
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.
Project ProjectProject ProjectProjectProjectProjectProjectProjectProject Project Project Project Project
Project 2Next Step
Project 3Next Step
Done! Yay!
Project ProjectProject ProjectProjectProjectProjectProjectProjectProject Project Project Project Project
New ProjectFirst Step
Project 2Next Step
Project 3Next Step
Pick a new one
Option #1
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
Project ProjectProject ProjectProjectProjectProjectProjectProjectProject Project Project Project Project
Project 2Next Step
Project 3Next Step
Done! Yay!
Project ProjectProject ProjectProjectProjectProjectProjectProjectProject Project Project Project Project
Project 3Next Step
Done! Yay!
Option #2
Every 90 days
• Monitor progress• Celebrate achievements• New sheet of paper• Review/update the plan
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)
What gets in the way?
Forget you even have
a plan
Procrastination
Get stuck, have questions
Fear or self doubt
Lack of support?
Have a clear plan? Execute it! Join the Marketing Action Club• Friday reminder• Monday morning meeting
(recorded)• Private Facebook group$29/month
Stuck? Confused? I can help
1:1 coaching
Email: [email protected]
Click the below to claim your
Free Strategy Session