2011 Strategic Plan Workbook

“The year of the Spec Sample”

Are you Certified?

If no research the next available date for certification / /

List who you are targeting:

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How will you contact them?Email Flyer/videoShip productsPhone

What will you do for follow up?

SamplesHow much are you going to invest for samples?

Is Your Profile Complete?

What is your plan to keep your profile updated?

1) Quartlerly Post

2) Weekly Search

3) Join and participate with Groups

Visit us onFacebook

Are you active on Facebook and what is your plan to either become or stay active?

Are you finding your clients and friends and connecting

Are you posting on yours and theirs

When will you take a class in Social Networking? / /

Trade ShowsTrade shows to include National – Regional and Traveling. Map out your year.

January - PPAI or ASI

February - ASI Dallas

March

April

May - ASI San Diego

June - Promotions East

July - Galleria

August -SAAC

September

October

November

December

March 23rd – Jackson, MS

April 12th – Scottsdale, AZ

April 14th – Tacoma, WA

April 27th – Langhorne, PA

May 3rd – Columbia, SC

May 4th – Raleigh, NC

May 19th – St, Louis, MO

Sept. 20th – Atlanta, GA

Sept. 22nd – Moss Point, MS

Oct. 4th – Tampa, FL

Oct. 12th – Franconia, PA

Oct. 25th – Dedham, MA

Oct. 26th – Portland, ME

Plan a Mailing

If you are planning on doing a mailing this year planning is necessary. Whether it is a catalog mailing to clients or a PSA to prospects you need to take the time to map it out.

1) What is the date you are going to do the mailing?

2) Who is your target audience and how many packages are you going to send out?

3) What is going to be in the package – catalog, letter, flyer, sample, PSA

4) What is going to be the cost of each package to mail

5) Use a calendar and plan on the date to launch and work backwards in terms of ordering product, selecting packaging, deciding on verbiage……

Marketing Project WorksheetRequested by:       Request Date:       Completion Date:      

Phone:       E-mail Address:      

Client / Prospect Please specify if this project is for promoting to a client, include their name and website address if applicable (this will also allow us to browse their website for design ideas to coordinate and/or target them more effectively). (We cannot not create client artwork)

     

History Please describe any history you have with this client. If this is for a prospect, please describe what industry you are targeting, if any.

     

Desired Result / Call to ActionWhat result are you looking for in this piece? Specifically, what do you want the client/prospect to do (i.e., ordering specific item, send testimonial, give you referral)? Did you want them to call or go to your website?

     

Email or PrintPlease let us know if this is a printed piece or meant for email.

     

DimensionsPlease let us know if this is a standard letter size, 8 ½ x 14, 11 x 17, etc… If this is for a PSA, please include imprint dimensions or attach a template for the item.

     

Marketing Project WorksheetDesign Ideas / ColorsPlease include any ideas you have for graphics or specific colors you would like to include.

     

Co-BrandingIf you would like to include your customer’s logo on this flyer along with the Geiger logo, please be sure to send a vector image or a hi-resolution JPEG. (Please DO NOT pull from the internet.)

     

Message / Copy / Product InformationPlease let us know what message you would like to send. Please include the copy for the flyer below or include in your email.

If this is a product flyer, we need the description, pricing, and product image.

     

Don’t forget to email product images (high-resolution for printed piece). Please allow 2 weeks for completion once all necessary details and files have

been received.

Top 10 ProspectsWho are your top ten prospects for 2011? Fill out completely with Name – Company name – address – phone – email- website for each.

1

2

3

4

5

6

7

8

9

10

Top 20 Accounts

What is your goal for each one?

1) Name:Goal

2) Name:Goal

3) Name:Goal

4) Name:Goal

5) Name:Goal

6) Name:Goal

7) Name:Goal

8) Name:Goal

9) Name:Goal

10) Name:Goal

Top 20 Accounts Cont.

11) Name:Goal

12) Name:Goal

13) Name:Goal

14) Name:Goal

15) Name:Goal

16) Name:Goal

17) Name:Goal

18) Name:Goal

19) Name:Goal

20) Name:Goal

Quick Budget

BDF Amount:

Top three areas to use it:

1)

2)

3)

Specs: How much am I willing to spend on spec samples in 2011

PSA’s?

Mailings?

Trade Shows?

Client Gifts?

Others?

Top Goals for 2010

1

2

3

4

5

6

7

8

5 Year History

Total Sales Commissions Earned Total Margin

2010

2009

2008

2007

2006