Workshop – How to create an effective
marketing plan.
Salem State Enterprise Center March 6, 2018
About Me & For Marketing Matters
 25+ years; strategy, messaging, brand
 Fact-based; ROI-focused
 Marketing Evangelist – essential & strategic
 Fill a void for CEOs of SMBs
 Full-service outsourced marketing department
 No projects – no dabbling
 Integrated marketing; scale with our clients
`
Why are you here?
`
Objectives of this workshop:
`
• Expand understanding of ‘marketing’
• Stop dabbling & get on track
• Build from the bottom up
• Identify gaps to prioritize your plan
Marketing
`
What comes to mind?
“Core” defined
`
Noun
1. the tough central part of various fruits,
containing the seeds.
2. the central or most important part of something.
Two contexts of “core”
`
For a Human
• Our torso
• Source of strength &
energy
• Our heart and our soul
For a Business
• Your brand - your identity,
values, mission, promise
• Your value proposition
• Source for future growth
Marketing is the “core”
`
The seeds for business
growth
Marketing is essential
It is not “nice to have”; when
I get bigger; when I have
more funding…
Awareness  Leads  Sales  Profitability
Tagline Logo
Blogs
Brochures, Handouts,
Presentations
SEO
& PPCWebsite
Social
Marketing
Networking
Random Marketing = Dabbling
`
Are you on solid footing?
Hmmm…
PPC, Twitter,
networking,
new logo…
Invest
Divest
Are you wasting time & money in the wrong areas?
Making the Shift
Don’t confuse activity
with progress.
Making the Shift
Shift to Results-Driven Marketing
`
Increase Awareness
Increase Leads
Increase Sales
Increase Profits
Client Stories
The Dream
List
Sales &
Employee
Training
2018 For Marketing Matters ®
Tagline
Sales Process
Offerings / Products Brand Logo
Value Proposition Target Audience
Vision &
Mission
Success
Metrics
MarketingFoundation
How Strong is Your Foundation?
 What you
confidently have in
place: written, current, solid.
Two Most Critical Foundation Elements
 Value Proposition – only a check mark if meets the
following test: the 4 Cs:
- Clear, Concise, Consistent & Compelling
 Target Audience – ONLY if you have a
documented ideal target profile and you use it for:
 evaluating prospects
 all content is written speaking to this audience
 executing your social marketing plan
 evaluating networking groups and events
How Strong is it?
`
Client Stories
The Dream
List
Sales &
Employee
Training
2018 For Marketing Matters ®
Tagline
Sales Process
Offerings / Products Brand Logo
Value
Proposition
Target Audience
Vision &
Mission
Success
Metrics
MarketingFoundation
 Across all of row 1?  All of row 2?
 All of row 1 AND 2?
Will this foundation hold up?
`
2018 For Marketing Matters ®
Offerings / Products Brand Logo
Success
Metrics
MarketingFoundation
Action: Your Plan Starts at the Foundation
 Focus on the foundation – FILL THE GAPS
Marketing Foundation vs. Tactics
Client Stories
The Dream
List
Sales &
Employee
Training
Tagline
Sales Process
Offerings / Products Brand Logo
Value Proposition Target Audience
Vision &
Mission
Success
Metrics
MarketingFoundation
Sponsorships/
Co-marketing
Events &
Trade Shows
SEO &
PPC
Social
Marketing
Promo
Items
Public
Relations
Client
Surveys
Networking
Direct
Marketing email
& mail
Video/
Webinars
Business Cards
Letterhead, Invoices…
Advertising
Signage/
Packaging/POS
Brochures,
Handouts
Presentations
Web Site
MarketingTactics
Blogs
…
Ideal Target Audience – if a gap for you…
Document what makes your ideal client
ideal
- Title, company size, location
- Challenges they face
- Characteristics, attitude, mindset…
- Name your ideal target audience so you
can picture him/her – mine is MARK
 Use it, revise it, fine tune it
Convert it into questions to evaluate prospects
Building a Strong Foundation
`
Client Stories
The Dream
List
Sales &
Employee
Training
2018 For Marketing Matters ®
Tagline
Sales Process
Offerings / Products Brand Logo
Value Proposition Target Audience
Vision &
Mission
Success
Metrics
MarketingFoundation
Workshop – what questions do you have
about the gaps in your foundation?
How do you fill the gaps?
Where are your gaps in the foundation?
• Value proposition is critical
• Vision - where are you going?
• Mission – what makes you tick?
• Success metrics? Gut feel or #s driven?
• Offerings – what can people buy?
• Brand – pet peeve – does it mean anything?
• Dream List – do you know what this is?
• Client Stories – best to do once offerings, brand, value
proposition and target audience are really solid.
What is an ‘effective’ marketing plan
Who will own the marketing function?
Establish a marketing budget
Prioritize – foundation first
Results-focused; define your marketing goal(s)
Measurable – you need to know what is working
Phased – annual, quarter and by month
Accountability – who owns? By when?
Review Workshop Objectives
`
• Expand understanding of ‘marketing’
• Stop dabbling & get on track
• Build from the bottom up
• Identify gaps to prioritize your plan
Go forth and prosper…
Prioritize
Commit to a plan that builds a strong
foundation – brick by brick
Thank you
Ongoing insight, ideas and marketing
evangelism across various channels:
Facebook – For Marketing Matters
Twitter – MEHonan
LinkedIn – Mary Honan
Blogs posted regularly with tips, insight and
reflections

How To Create An Effective Marketing Plan

  • 1.
    Workshop – Howto create an effective marketing plan. Salem State Enterprise Center March 6, 2018
  • 2.
    About Me &For Marketing Matters  25+ years; strategy, messaging, brand  Fact-based; ROI-focused  Marketing Evangelist – essential & strategic  Fill a void for CEOs of SMBs  Full-service outsourced marketing department  No projects – no dabbling  Integrated marketing; scale with our clients `
  • 3.
    Why are youhere? `
  • 4.
    Objectives of thisworkshop: ` • Expand understanding of ‘marketing’ • Stop dabbling & get on track • Build from the bottom up • Identify gaps to prioritize your plan
  • 5.
  • 6.
    “Core” defined ` Noun 1. thetough central part of various fruits, containing the seeds. 2. the central or most important part of something.
  • 7.
    Two contexts of“core” ` For a Human • Our torso • Source of strength & energy • Our heart and our soul For a Business • Your brand - your identity, values, mission, promise • Your value proposition • Source for future growth
  • 8.
    Marketing is the“core” ` The seeds for business growth Marketing is essential It is not “nice to have”; when I get bigger; when I have more funding… Awareness  Leads  Sales  Profitability
  • 9.
    Tagline Logo Blogs Brochures, Handouts, Presentations SEO &PPCWebsite Social Marketing Networking Random Marketing = Dabbling
  • 10.
    ` Are you onsolid footing? Hmmm… PPC, Twitter, networking, new logo… Invest Divest Are you wasting time & money in the wrong areas?
  • 11.
    Making the Shift Don’tconfuse activity with progress.
  • 12.
  • 13.
    Shift to Results-DrivenMarketing ` Increase Awareness Increase Leads Increase Sales Increase Profits Client Stories The Dream List Sales & Employee Training 2018 For Marketing Matters ® Tagline Sales Process Offerings / Products Brand Logo Value Proposition Target Audience Vision & Mission Success Metrics MarketingFoundation
  • 14.
    How Strong isYour Foundation?  What you confidently have in place: written, current, solid.
  • 15.
    Two Most CriticalFoundation Elements  Value Proposition – only a check mark if meets the following test: the 4 Cs: - Clear, Concise, Consistent & Compelling  Target Audience – ONLY if you have a documented ideal target profile and you use it for:  evaluating prospects  all content is written speaking to this audience  executing your social marketing plan  evaluating networking groups and events
  • 16.
    How Strong isit? ` Client Stories The Dream List Sales & Employee Training 2018 For Marketing Matters ® Tagline Sales Process Offerings / Products Brand Logo Value Proposition Target Audience Vision & Mission Success Metrics MarketingFoundation  Across all of row 1?  All of row 2?  All of row 1 AND 2?
  • 17.
    Will this foundationhold up? ` 2018 For Marketing Matters ® Offerings / Products Brand Logo Success Metrics MarketingFoundation
  • 18.
    Action: Your PlanStarts at the Foundation  Focus on the foundation – FILL THE GAPS
  • 19.
    Marketing Foundation vs.Tactics Client Stories The Dream List Sales & Employee Training Tagline Sales Process Offerings / Products Brand Logo Value Proposition Target Audience Vision & Mission Success Metrics MarketingFoundation Sponsorships/ Co-marketing Events & Trade Shows SEO & PPC Social Marketing Promo Items Public Relations Client Surveys Networking Direct Marketing email & mail Video/ Webinars Business Cards Letterhead, Invoices… Advertising Signage/ Packaging/POS Brochures, Handouts Presentations Web Site MarketingTactics Blogs …
  • 20.
    Ideal Target Audience– if a gap for you… Document what makes your ideal client ideal - Title, company size, location - Challenges they face - Characteristics, attitude, mindset… - Name your ideal target audience so you can picture him/her – mine is MARK  Use it, revise it, fine tune it Convert it into questions to evaluate prospects
  • 21.
    Building a StrongFoundation ` Client Stories The Dream List Sales & Employee Training 2018 For Marketing Matters ® Tagline Sales Process Offerings / Products Brand Logo Value Proposition Target Audience Vision & Mission Success Metrics MarketingFoundation Workshop – what questions do you have about the gaps in your foundation? How do you fill the gaps?
  • 22.
    Where are yourgaps in the foundation? • Value proposition is critical • Vision - where are you going? • Mission – what makes you tick? • Success metrics? Gut feel or #s driven? • Offerings – what can people buy? • Brand – pet peeve – does it mean anything? • Dream List – do you know what this is? • Client Stories – best to do once offerings, brand, value proposition and target audience are really solid.
  • 23.
    What is an‘effective’ marketing plan Who will own the marketing function? Establish a marketing budget Prioritize – foundation first Results-focused; define your marketing goal(s) Measurable – you need to know what is working Phased – annual, quarter and by month Accountability – who owns? By when?
  • 24.
    Review Workshop Objectives ` •Expand understanding of ‘marketing’ • Stop dabbling & get on track • Build from the bottom up • Identify gaps to prioritize your plan
  • 25.
    Go forth andprosper… Prioritize Commit to a plan that builds a strong foundation – brick by brick
  • 26.
    Thank you Ongoing insight,ideas and marketing evangelism across various channels: Facebook – For Marketing Matters Twitter – MEHonan LinkedIn – Mary Honan Blogs posted regularly with tips, insight and reflections