Marketing Activity Plan Brief

Marketing Activity Plan

Congratulations on taking part in the marketing development of your company. Together we're going to be developing a marketing plan that's targeted and informed.

To help JFM Creatives craft an effective Marketing Activity Plan for your company, it's really important we gain deep insights into what you stand for, what prospects you're trying to attract and covert into leads, what their pain and pleasure points are along with many other critical aspects. Your feedback informs and guides the marketing activity plan, advertising campaigns and messaging for your company.

Your input, ideas, and insights are very important, please take your time when completing this questionnaire. There are no right or wrong ideas, so please share freely.

If you have any questions, please feel free to reach out to Jo McCloy – jo@jfm.co.nz or 027 292 5004.

*Name

*Email

What division/department do you work in?
Eg. Owner, Management, division (name), etc

Date brief completed

MARKETING POSITION

What does your business stand for?

Describe your regular clients?
Where do the live, what do they buy from you and how often, how would you describe your relationship

When a client refers you to a friend or neighbour, how would they describe the experience?

Describe your target geographical areas/regions?
What areas would you like to be working with clients in or what is your servicing area.

What marketing activity has worked the best in the past?

What stops people from buying your products/service?

What is your business best at company-wide and for your division?

What could your business improve on?

What could you be doing that is untapped?

Describe your ideal client (whom you would love to do the most business with in the future)
Where do they live, how old are they, what services/products will they buy, describe your relationship (is it personal, strictly professional, distant), what do they like doing in their spare time, who do they look to for guidance, what do they desire the most, what are they fearful of. You'll know alot about your favourite client, so share all the detail you can.

Who are the decision-makers when buying your products/services?

Who can influence the prospecting/buying decision of your products/services?

What are they fearful of when purchasing your products/services?

What are the top three things which are important to their customer when buying your products/services?

Is there a built-in bias to the way they make decisions? Do they have their own language?

Who are your competitors and what do they do well? What do you do even better?

What products/services would you ideally would like to provide more of?

What type or product/service would you ideally would like to stop or provide less of?

Typically how long is the sales process from inquiry to sale conversion/job booking?

How could you convert prospects into sales quicker?

What social channels are your decision-makers and influencers active on or look at to find your product or service?

What would you like your marketing activity plan to achieve?

What are the 3/5 objectives you would like your marketing to achieve?

Measuring success: What is the target number of leads/current client inquiries each month you would like to achieve?

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Marketing Activity Plan Brief

Marketing Activity Plan

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