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1. Your Company Name
Sales
Automation

2. Current Year
Campaign Options
Marketing
Roadmap
Word of
Mouth Promotion
Campaign for
Customer Acquisition
Marketing
Growth Strategy
Sales
Promotion Dashboard
Sales
Campaign Budget
Sales
Promotion Calendar
Last Year Summary-
Marketing Channels
Content
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2

3. Last Year Summary - Marketing Channels
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3
Last Year’s Acquisition Sources
Top Performing
Channels
Non-Scalable
Channels
Online Media
Print Ads
Emails
Trade Fairs
25%
30%
21%
6%
8%
10%
Referrals
Telemarketing
We have mentioned
the best and worst
channels for
marketing reach, you
can edit the data as
per your
requirements

4. Current Year Campaign Options
Print ads
TelemarketingCanvassing
Trade FairsReferrals
Online advertisingDirect mail
These are various
mediums undertaken
for a marketing
campaign, you can
choose any basis
your requirements
4
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5. Current Year Campaign Options
Offline
Marketing
Print Ad
Sponsorships
Radio
Events
Online
Marketing
Social Media
Blogs
PPC
Email
Affiliates
SEO
We have listed down
a few ways through
which you can
acquire customers,
you can choose any
of them basis your
requirements
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5

6. Sales Campaign Budget
Particulars Cost
Giveaways $ 5000
Pamphlets $ 2000
Posters $ 3500
Text 1 $ 4700
Text 2 $ 5200
Total $ 20,400
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6

7. Marketing Roadmap (1/2)
Lifecycle Goal: New Traffic Acquisition Lead Nurture Conversion Increase Product Viability
SEM February Audit
1/3/18
Drip Campaign
Overview
2/4/18
Jan Feb Mar Apr May2018
20/5/18
Whitepaper Development Webinars
Blog Post Developments Video w/ Lead Capture
Home Page Redesign
Analytics Implementation Competitive Analysis Keyword Research
On – Site Improvements AdRoll Campaign Iteration
Display Advertising Analysis
In Trial Drip A/ B Message Testing Conversion Initiative #4
Onboarding Optimization
Influencer Outreach Program Social Media Initiative #4
Paid / Organic Search Imitative #6
Content Creation initiative #6
Newsletter Sign Up Plugin
Content
Paid/Organic
Search
Email
Marketing
Social
Media
This slide shows how
efficient each medium
of marketing has
been in the last few
months, you can edit
it as per your
requirements
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7

8. Marketing Roadmap (2/2)
MARKETING
2018
Q1 Q2 Q3 Q4
Expand Advertising
Event Sponsorship
International Expansion
Maximize Strategic Partnerships
Update Website
First class Product launches
Releases +
Google AdWords
You Tube
Facebook
Annual User Conference
Landing pages for EU
Partner portal 2.0
User portal UI Update careers website
New Ios landing pages
Maintenance remain.
Android 2.0 Badges & AwardsRace friends
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8

9. Marketing Growth Strategy
˃ Online marketing inc. SEM, SEO, SMM, daily deals
˃ Refer-a-friend discounts for consumers
˃ Volume/loyalty discounts for consumers & detailers
˃ Incentive programs for HR & office managers
˃ Dedicated customer service reps for each DMA
˃ Gleamr staffed community message boards for consumers (public) & detailers
(login required)
˃ Consumer Product Advisory Board to drive consumer features
˃ Detailer Product Advisory Board to drive detailer features
˃ Add Android App
˃ Add Website
Marketing & Sales
Acquiring Customers
Customer Service
Keeping Customers
Product Development
Staying Competitive
Below are some of
the strategies
undertaken at various
stages of customer
acquisition, you can
alter them as per the
need
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9

10. Sales Promotion Calendar – Monthly (Option 1 of 2)
Events Sales Major Holidays Minor Holidays Fun ObservancesKey:
January 2018
1
8
15
22
29
2
9
16
23
30
3
10
17
24
31
4
11
18
25
5
12
19
26
6
13
20
27
7
14
21
28
New Year Day
New Year’s Sale
Running dates : 1st
– 7th
National Argyle
Day
National Hat Day
National Compliment
Day
Local Shopping Event
Dates : 26th – 28th
Martin Luther King
Jr. Day
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
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10

11. Sales Promotion Calendar – Monthly (Option 2 of 2)
Events Sales Major Holidays Minor Holidays Fun ObservancesKey:
January 2018
1
8
15
22
29
2
9
16
23
30
3
10
17
24
31
4
11
18
25
5
12
19
26
6
13
20
27
7
14
21
28
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
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11

12. Word of Mouth Promotion (WOM)
Positive
(promotor)
Negative
(saboteur)
Neutral
(passive)
People recommended the
product to others
People had neutral opinion
& were not sure about a
particular brand
People did not like the product
& communicated about bad
experience
48% 28%17%
Good Bad
Experience
This slide shows how
effectively WOM as a
strategy can be used,
you can edit the text
as per your
requirements
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12

13. Sales Performance Dashboard
Product Amount % Sold
Rocks $2,475 28.45%
Trimming $2,250 25.86%
Maintenance & Repair $2,231 25.65%
Pest Control $1,448 16.64%
Installation $250 2.87%
Gardening $45 0.51%
Total $8,699
Sales by Product – Feb1,2017 to Jan22,2018
Current YTD
Avg. Number of Orders per
Customer (last 30 days)
3.20
Vs 2.00 previous month
Avg. Product Price
$1,952
(Last 100
subscriptions)
29%
Vs $1,504
(previous 100
subscriptions)
Advertising & Promotion
Amount Sold
QuickBooks & Shopify: Marketing Expenses &
Sales (last 30 days)
Oct’17 Nov’17 Dec’17 Jan’18
Product page visits 675 570 -15.6% 162 -71.6% 102 -37.1%
Completion Rates 0.3% 0.1% -69.5% 0.2% 167.8% 0.1% -43.3%
New Customers 858 1,072 24.9% 0 -100.0% 14
Returning Customers 900 1,448 60.9% 116 -92.0% 0 -100.0%
Avg. Revenue/ Buyer $2,814 $1,177 -58.2% $181 -84.6% $526 190.2%
Total Transaction 4,793 3,717 -22.5% 46 -98.8% 18 -60.0%
Total Revenue 4,947,485 2,964,897 -40.1% 21,017 -99.3% 7,360 -65.0%
Total Revenue 4966,814 568,535 -92.9% $10,400 -84.8% $16,380 57.5%
How are my marketing
efforts impacting
conversions and sales?
Conversions
$23,544
11.11%
Vs $21,189 (previous)
$258,908
11.42%
Vs $232,370 (previous)
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13

14. Sales Automation Icon Slide
14

15. 15
Additional
Slides

16. Mission
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Value
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Vision
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Our Mission16

17. Name Here
Designation
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Name Here
Designation
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Name Here
Designation
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Our Team
17

18. About Us
Values Client
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Target Audiences
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Preferred by Many
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18

19. Comparison
50%
60%
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Female
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Male
19

20. Our Goal
01
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02
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03
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04
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21. 02
04
03
01
04
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03
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02
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01
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needs and capture your audience's attention.PuzzlePieces21

22. 01 02
04 03
Bulb Or Idea
01
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02
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03
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04
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23. 01
02
03
04
Magnifying Glass
01
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02
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03
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04
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23

24. Stacked Area - Clustered Column
0
1
2
3
4
5
6
7
8
9
10
2015 2016 2017 2018
Product 01
Product 02
Product 03
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “edit data”.
24

25. Donut Pie Chart
50%
Product 01
70%
Product 02
80%
Product 03
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “edit data”.
25

26. Address:
# street number, city, state
Contact Numbers:
0123456789
Email Address:
emailaddress123@gmail.com
Thank you26