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Jeffrey T Greene
University of New Hampshire
MKT 432- Strategic Marketing Planning
Professor Meleena Eaton
August 2023
A TOTAL BODY RXPERIENCE
aka ‘The Agenda’
MISSION,
VISION, &
VALUES
UNIQUE
VALUE
PROPOSITION
VITALI-T- THE
PRODUCT
VITALI-T’s -
S.W.O.T.
ANALYSIS
TARGET
MARKET
ANALYSIS
MARKETING
OBJECTIVES
MARKETING
MIX ANALYSIS
IMPLEMENT
EVALUATION
2
*Mission Statement: “We are committed to redefining the beverage industry by creating
innovative, functional, and low sugar options that deliver both taste and nutrition. Our
mission is to help people make better beverage choices and enhance their overall well-
being.”
3
*Vision Statement: “Our Vision is to lead the beverage industry as the premier provider of
innovative, functional, and nutritionally enhanced drinks. We envision a future where our
products inspire individuals to prioritize their well-being by making better beverage choices.
By continuously pushing the boundaries of taste, nutrition, and sustainability, we aim to
transform the way people think about hydration and empower them to live a healthy life full
of Vitali-T.”
*Values: Innovation, Quality, Health & Well-being, Fairness, Service, Transparency, and
Empowerment.
Unique Value Proposition
“Vitali-T offers a unique DIY all-natural mix-in vitamin
supplement that allows we to tailor our drink to your
specific needs. With five delicious flavors to choose
from, including “Souled Out," “Free our Mind," “Rock
yo Body," “All Vs on Deck," and “On the Wagon,“ you
can create a drink that aligns perfectly with your health
and wellness goals. Elevate your vitality with Vitali-T,
the ultimate blend for the ultimate you.”
4
Vitali-T – A Total Body Experience
Product Summary
Holistic Health
Benefits
Customizable
Blends
Sustainable
Premium
Quality
Ingredients
Vitali-T
5
5
Vitali-T
S.W.O.T. Analysis
6
THE WHAT, THE WHO, THE
WHERE, THE WHY, THE WHEN,
THE HOW
7
TARGET
MARKET
ANALYSIS
7
THE
WHAT
8
Manufacturers focus on dietary
supplements that are meant to be
consumed orally
A lot of categories are included:
standard vitamin and minerals, sports
drinks, and herbal supplements
Does not include drinks that aide with
energy, infant formula, or OTC (over
the counter) medicines used to treat or
cure illnesses.
Industry Definition:
Vitamin and Supplements
8
THE WHO
DEMOGRAPHIC
AGE- 18+
RACE- ALL
GENDER- ALL
LIVE- Suburbs, Urban, Major Cities
INCOME- 25K+
FAMILY DYNAMIC- Single Or Married
Might Have Kids or Grandkids
WORK- Varies greatly
SPEND - Spends between $50-$200 a
week on miscellaneous
PSYCHOGRAPHIC
VALUES- Transparency, Personalization, Instant
Gratification, Brands With Social Purpose,
Sustainability, Health-Conscious Individuals,
Stability, Financial Security, Work-life Balance,
experiences over material possessions, brands
that align with values, Inclusivity, Ethical
Business Practices
BEHAVIORS- Independent, resourceful, self-
reliant, tech-savvy, socially conscious, focus on
health and wellness,
GEOGRAPHICS
TOP 5 CITIES
BABY BOOMERS – Pittsburgh, PA,
Birmingham, AL, Miami, Fl,
Cleveland, OH, and New Orleans,
LA
GEN X- Atlanta, GA , San Francisco,
CA, Washington, D.C., Raleigh, NC ,
Hartford, CT
MILLENNIALS- Salt Lake City, UT,
Washington D.C., Denver, CO,
Seattle, WA, Boston, MA
9
VITALI-T’sTARGETMARKETANALYSIS
THE
WHO
10
TargetMarketAnalysis
 Generational segmentation- (baby boomers, gen X,
gen Y (millennials)
 Segmented further by psychographics – likes, dislikes,
interests, hobbies, values, and beliefs
 There is no age restriction for vitali-t
 They live in major cities, the suburbs or in rural areas.
 They make at least 25k annually
 May or may not have kids- may be single or married.
 Health conscious- but don’t always have the time to
get to the gym
 Don’t like taking a bunch of pills but want to get their
daily vitamins
 Have certain areas that they feel could be better about
10
Vitali-T’s
Marketing Objectives
11
S – SPECIFIC
M- MEASURABLE
A- ACHIEVABLE
R- RELEVANT
T- TIME-BOUND
11
Marketing Objectives
12
Most Important
 BUILD BRAND AWARENESS
Increase Website Traffic by 35%
 SOCIAL MEDIA ENGAGEMENT
 IN FOLLOWERS, LIKES, SHARES, &
SUBSCRIPTIONS
 DEVELOP INFLUENCER PARTNERSHIPS
 GENERATE LEADS FOR PARTNERSHIPS IN EACH
MARKET
SOCIAL MEDIA
13
MARKETING OBJECTIVES
(Vogels & Gelles-Watnick, 2023)
14
35%
37%
30%
20%
Brand Discovery
Z M X B
64%
62%
47%
31%
Product Research
Z M X B
25%
24%
18%
13%
Purchase Drivers
Z M X B
60%
65%
57%
43%
Brand Interactions
Z M X B
Marketing Objectives con’t
Generational Touchpoint Interaction
Demonstrates how each generation interacted during the customer’s
purchase journey
Vitali-T: The Marketing Mix
THE ORIGINAL 4 Ps
PRODUCT- WHAT IT IS we ARE
GOING TO BE SELLING
PRICE- HOW MUCH WILL IT COST
AFTER ALL THINGS CONSIDERED
PLACE- WHERE WILL THE PRODUCT
BE SOLD
PROMOTION- HOW WILL THE
GENERAL PUBLIC KNOW THAT our
PRODUCT IS FOR SALE
THE UPDATED/ADD ON Ps
 PEOPLE- THE REASON WHY WE’RE
SELLING SOMETHING TO BEGIN
WITH
 PROCESSES -THE LOGISTICS OR
OPERATIONS OF THE
ORGANIZATION
15
$ PREMIUM PRICING MODEL
$ SUBSCRIPTION PRICING
The FOUR Ps OF VITALI-T
PRODUCT & PRICE
-FLAVORED
ASSORTMENT OF
MIX INS - DESIGNED AND
FORMULATED TO
PROMOTE PHYSICAL
AND MENTAL WELL-
BEING
ALL NATURAL,-
HIGH QUALITY-
NO ADDITIVES
THE FIRST DIY BEVERAGE
DESIGNED FOR TOTAL
WELLBEING (BODY &
MIND)
WE GET TO MAKE
THE FLAVOR OF
OUR CHOOSING
-
16
MARKET
CONDITIONS
CONSUMER’S
WILLINGNESS TO
PAY
COMPETITION
TRADE MARGINS
EXPENDITURES
INCURRED
16
The Four(ok, Six) Ps of Vitali-T
PLACE & PROMOTION
OFFICIAL WEBSITE
UPSCALE
SUPERMARKETS
WELLNESS
BOUTIQUES
HEALTH FOOD STORES
17
The P’s of Vitali-T
Process & People
18
Vitali-T
DISTROBUTION TO
VENDORS AND CUSTOMERS
EMPLOYEES
RECOGNITION
PROGRAMS
EQUALITY
DIVERSITY INCLUSIVITY
RESPECT
18
Implementation
 Product
Development
 Timetable
 Market and
Promotion
 Distribution
and Sales
19
 Monitor and
Evaluation
 Timetable
 Resources
Needed
 Roadblocks
20
Evaluation &
KPIs
Reviewed regularly –
daily, weekly then finally
monthly once we’re up
and running for more
than a couple of weeks.
Eventually moving to a
quarterly or bi-annual
review in appropriate
areas.
KPIs
Sales and Revenue:- track sales progress
against plan and revenue generated
Customer Engagement: likes, follows, shares,
reposts
Market Share:- Monitor Growth compared to
competitors
Brand Awareness:-using surveys or social
media listening tools to measure brand
recognition, recall, or sentiment.
Legal and Ethical Matters
21
21
REFERENCES
Bell, P. (2023, June 7). Life on Social Media Platforms, in Users’ Own Words. Pew Research Center: Internet,
Science & Tech. https://www.pewresearch.org/internet/2023/06/07/life-on-social-media-platforms-in-
users-own-words/
Dimock, M. (2023, May 22). 5 things to keep in mind when you hear about Gen Z, Millennials, Boomers and
other generations. Pew Research Center; Pew Research Center. https://www.pewresearch.org/short-
reads/2023/05/22/5-things-to-keep-in-mind-when-you-hear-about-gen-z-millennials-boomers-and-other-
generations/
Ettenson, R., Conrado, E., & Knowles, J. (2013, January). Rethinking the 4 P’s. Hbr.org; Harvard Business Review.
https://hbr.org/2013/01/rethinking-the-4-ps
Expert Panel. (2023, August 11). Council Post: Baby Boomers Retiring? 20 Strategies To Help Companies Cope.
Forbes. https://www.forbes.com/sites/forbescoachescouncil/2023/08/09/baby-boomers-retiring-20-
strategies-to-help-companies-cope/?sh=726efcd13d9f
Indeed Editorial Team. (2022). Target Market Analysis: What It Is and How To Make One. Indeed.com.
https://www.indeed.com/career-advice/career-development/target-market-analysis
Indeed Editorial Team. (2023, February 3). The 4 Ps of Marketing (With 3 Examples). Www.indeed.com; Indeed
Career Guide. https://www.indeed.com/career-advice/career-development/4-ps-of-marketing-examples
23
REFERENCES
Jiang, S. (2019, April 2). Council Post: The ABCs Of Generations X, Y And Z. Forbes.
https://www.forbes.com/sites/forbeshumanresourcescouncil/2019/04/02/the-abcs-of-generations-x-y-
and-z/?sh=78201e11672b
Le, T. (2023, January). 32541d Vitamin & Supplement Manufacturing in the US - MyIBISWorld. Myibisworld.com.
https://my-ibisworld-com.ezproxy.snhu.edu/us/en/industry/32541d/industry-outlook
Lyra Clavecilla. (2022, December 31). Corporate Social Responsibility in Japan. SME Japan | Business in Japan.
https://www.smejapan.com/business-news/corporate-social-responsibility-in-japan/
Mahoney, S. (2014, April). Baby Boomers and the Fitness Revolution. AARP.
https://www.aarp.org/health/healthy-living/info-2014/baby-boomers-fitness-revolution.html
Mujthaba Ameen k. (2023). How different generations approach diet and nutrition. Reflections.live; Intense
Intellect Pvt Ltd. https://reflections.live/articles/10306/how-different-generations-approach-diet-and-
nutrition-an-article-by-mujthaba-ameen-k-9313-lgw5pcw6.html
Sarunas Budrikas. (2017). 4 P’s of Marketing Mix (Updated with Example and Template). Performance Marketing
| Creative Web Design & Development | Angle180; Angle180. https://www.angle180.com/insights/4-ps-
marketing-mix
Vaidya, D. (2022, July 13). Pricing Strategy. Wallstreetmojo.com; WallStreetMoJo.
https://www.wallstreetmojo.com/pricing-strategy/
24
REFERENCES
Viens, A. (2019, September 21). Visualizing Social Media Use by Generation. Visual Capitalist.
https://www.visualcapitalist.com/visualizing-social-media-use-by-generation/
Vogels, E. (2019, September 9). Millennials stand out for their technology use, but older generations also
embrace digital life. Pew Research Center; Pew Research Center. https://www.pewresearch.org/short-
reads/2019/09/09/us-generations-technology-use/
Vogels, E., & Gelles-Watnick, R. (2023, April 24). Teens and social media: Key findings from Pew Research Center
surveys. Pew Research Center; Pew Research Center. https://www.pewresearch.org/short-
reads/2023/04/24/teens-and-social-media-key-findings-from-pew-research-center-surveys/

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Strategic Marketing Research

  • 1. Jeffrey T Greene University of New Hampshire MKT 432- Strategic Marketing Planning Professor Meleena Eaton August 2023 A TOTAL BODY RXPERIENCE
  • 2. aka ‘The Agenda’ MISSION, VISION, & VALUES UNIQUE VALUE PROPOSITION VITALI-T- THE PRODUCT VITALI-T’s - S.W.O.T. ANALYSIS TARGET MARKET ANALYSIS MARKETING OBJECTIVES MARKETING MIX ANALYSIS IMPLEMENT EVALUATION 2
  • 3. *Mission Statement: “We are committed to redefining the beverage industry by creating innovative, functional, and low sugar options that deliver both taste and nutrition. Our mission is to help people make better beverage choices and enhance their overall well- being.” 3 *Vision Statement: “Our Vision is to lead the beverage industry as the premier provider of innovative, functional, and nutritionally enhanced drinks. We envision a future where our products inspire individuals to prioritize their well-being by making better beverage choices. By continuously pushing the boundaries of taste, nutrition, and sustainability, we aim to transform the way people think about hydration and empower them to live a healthy life full of Vitali-T.” *Values: Innovation, Quality, Health & Well-being, Fairness, Service, Transparency, and Empowerment.
  • 4. Unique Value Proposition “Vitali-T offers a unique DIY all-natural mix-in vitamin supplement that allows we to tailor our drink to your specific needs. With five delicious flavors to choose from, including “Souled Out," “Free our Mind," “Rock yo Body," “All Vs on Deck," and “On the Wagon,“ you can create a drink that aligns perfectly with your health and wellness goals. Elevate your vitality with Vitali-T, the ultimate blend for the ultimate you.” 4
  • 5. Vitali-T – A Total Body Experience Product Summary Holistic Health Benefits Customizable Blends Sustainable Premium Quality Ingredients Vitali-T 5 5 Vitali-T
  • 7. THE WHAT, THE WHO, THE WHERE, THE WHY, THE WHEN, THE HOW 7 TARGET MARKET ANALYSIS 7
  • 8. THE WHAT 8 Manufacturers focus on dietary supplements that are meant to be consumed orally A lot of categories are included: standard vitamin and minerals, sports drinks, and herbal supplements Does not include drinks that aide with energy, infant formula, or OTC (over the counter) medicines used to treat or cure illnesses. Industry Definition: Vitamin and Supplements 8
  • 9. THE WHO DEMOGRAPHIC AGE- 18+ RACE- ALL GENDER- ALL LIVE- Suburbs, Urban, Major Cities INCOME- 25K+ FAMILY DYNAMIC- Single Or Married Might Have Kids or Grandkids WORK- Varies greatly SPEND - Spends between $50-$200 a week on miscellaneous PSYCHOGRAPHIC VALUES- Transparency, Personalization, Instant Gratification, Brands With Social Purpose, Sustainability, Health-Conscious Individuals, Stability, Financial Security, Work-life Balance, experiences over material possessions, brands that align with values, Inclusivity, Ethical Business Practices BEHAVIORS- Independent, resourceful, self- reliant, tech-savvy, socially conscious, focus on health and wellness, GEOGRAPHICS TOP 5 CITIES BABY BOOMERS – Pittsburgh, PA, Birmingham, AL, Miami, Fl, Cleveland, OH, and New Orleans, LA GEN X- Atlanta, GA , San Francisco, CA, Washington, D.C., Raleigh, NC , Hartford, CT MILLENNIALS- Salt Lake City, UT, Washington D.C., Denver, CO, Seattle, WA, Boston, MA 9 VITALI-T’sTARGETMARKETANALYSIS
  • 10. THE WHO 10 TargetMarketAnalysis  Generational segmentation- (baby boomers, gen X, gen Y (millennials)  Segmented further by psychographics – likes, dislikes, interests, hobbies, values, and beliefs  There is no age restriction for vitali-t  They live in major cities, the suburbs or in rural areas.  They make at least 25k annually  May or may not have kids- may be single or married.  Health conscious- but don’t always have the time to get to the gym  Don’t like taking a bunch of pills but want to get their daily vitamins  Have certain areas that they feel could be better about 10
  • 11. Vitali-T’s Marketing Objectives 11 S – SPECIFIC M- MEASURABLE A- ACHIEVABLE R- RELEVANT T- TIME-BOUND 11
  • 12. Marketing Objectives 12 Most Important  BUILD BRAND AWARENESS Increase Website Traffic by 35%  SOCIAL MEDIA ENGAGEMENT  IN FOLLOWERS, LIKES, SHARES, & SUBSCRIPTIONS  DEVELOP INFLUENCER PARTNERSHIPS  GENERATE LEADS FOR PARTNERSHIPS IN EACH MARKET
  • 14. 14 35% 37% 30% 20% Brand Discovery Z M X B 64% 62% 47% 31% Product Research Z M X B 25% 24% 18% 13% Purchase Drivers Z M X B 60% 65% 57% 43% Brand Interactions Z M X B Marketing Objectives con’t Generational Touchpoint Interaction Demonstrates how each generation interacted during the customer’s purchase journey
  • 15. Vitali-T: The Marketing Mix THE ORIGINAL 4 Ps PRODUCT- WHAT IT IS we ARE GOING TO BE SELLING PRICE- HOW MUCH WILL IT COST AFTER ALL THINGS CONSIDERED PLACE- WHERE WILL THE PRODUCT BE SOLD PROMOTION- HOW WILL THE GENERAL PUBLIC KNOW THAT our PRODUCT IS FOR SALE THE UPDATED/ADD ON Ps  PEOPLE- THE REASON WHY WE’RE SELLING SOMETHING TO BEGIN WITH  PROCESSES -THE LOGISTICS OR OPERATIONS OF THE ORGANIZATION 15
  • 16. $ PREMIUM PRICING MODEL $ SUBSCRIPTION PRICING The FOUR Ps OF VITALI-T PRODUCT & PRICE -FLAVORED ASSORTMENT OF MIX INS - DESIGNED AND FORMULATED TO PROMOTE PHYSICAL AND MENTAL WELL- BEING ALL NATURAL,- HIGH QUALITY- NO ADDITIVES THE FIRST DIY BEVERAGE DESIGNED FOR TOTAL WELLBEING (BODY & MIND) WE GET TO MAKE THE FLAVOR OF OUR CHOOSING - 16 MARKET CONDITIONS CONSUMER’S WILLINGNESS TO PAY COMPETITION TRADE MARGINS EXPENDITURES INCURRED 16
  • 17. The Four(ok, Six) Ps of Vitali-T PLACE & PROMOTION OFFICIAL WEBSITE UPSCALE SUPERMARKETS WELLNESS BOUTIQUES HEALTH FOOD STORES 17
  • 18. The P’s of Vitali-T Process & People 18 Vitali-T DISTROBUTION TO VENDORS AND CUSTOMERS EMPLOYEES RECOGNITION PROGRAMS EQUALITY DIVERSITY INCLUSIVITY RESPECT 18
  • 19. Implementation  Product Development  Timetable  Market and Promotion  Distribution and Sales 19  Monitor and Evaluation  Timetable  Resources Needed  Roadblocks
  • 20. 20 Evaluation & KPIs Reviewed regularly – daily, weekly then finally monthly once we’re up and running for more than a couple of weeks. Eventually moving to a quarterly or bi-annual review in appropriate areas. KPIs Sales and Revenue:- track sales progress against plan and revenue generated Customer Engagement: likes, follows, shares, reposts Market Share:- Monitor Growth compared to competitors Brand Awareness:-using surveys or social media listening tools to measure brand recognition, recall, or sentiment.
  • 21. Legal and Ethical Matters 21
  • 22. 21 REFERENCES Bell, P. (2023, June 7). Life on Social Media Platforms, in Users’ Own Words. Pew Research Center: Internet, Science & Tech. https://www.pewresearch.org/internet/2023/06/07/life-on-social-media-platforms-in- users-own-words/ Dimock, M. (2023, May 22). 5 things to keep in mind when you hear about Gen Z, Millennials, Boomers and other generations. Pew Research Center; Pew Research Center. https://www.pewresearch.org/short- reads/2023/05/22/5-things-to-keep-in-mind-when-you-hear-about-gen-z-millennials-boomers-and-other- generations/ Ettenson, R., Conrado, E., & Knowles, J. (2013, January). Rethinking the 4 P’s. Hbr.org; Harvard Business Review. https://hbr.org/2013/01/rethinking-the-4-ps Expert Panel. (2023, August 11). Council Post: Baby Boomers Retiring? 20 Strategies To Help Companies Cope. Forbes. https://www.forbes.com/sites/forbescoachescouncil/2023/08/09/baby-boomers-retiring-20- strategies-to-help-companies-cope/?sh=726efcd13d9f Indeed Editorial Team. (2022). Target Market Analysis: What It Is and How To Make One. Indeed.com. https://www.indeed.com/career-advice/career-development/target-market-analysis Indeed Editorial Team. (2023, February 3). The 4 Ps of Marketing (With 3 Examples). Www.indeed.com; Indeed Career Guide. https://www.indeed.com/career-advice/career-development/4-ps-of-marketing-examples
  • 23. 23 REFERENCES Jiang, S. (2019, April 2). Council Post: The ABCs Of Generations X, Y And Z. Forbes. https://www.forbes.com/sites/forbeshumanresourcescouncil/2019/04/02/the-abcs-of-generations-x-y- and-z/?sh=78201e11672b Le, T. (2023, January). 32541d Vitamin & Supplement Manufacturing in the US - MyIBISWorld. Myibisworld.com. https://my-ibisworld-com.ezproxy.snhu.edu/us/en/industry/32541d/industry-outlook Lyra Clavecilla. (2022, December 31). Corporate Social Responsibility in Japan. SME Japan | Business in Japan. https://www.smejapan.com/business-news/corporate-social-responsibility-in-japan/ Mahoney, S. (2014, April). Baby Boomers and the Fitness Revolution. AARP. https://www.aarp.org/health/healthy-living/info-2014/baby-boomers-fitness-revolution.html Mujthaba Ameen k. (2023). How different generations approach diet and nutrition. Reflections.live; Intense Intellect Pvt Ltd. https://reflections.live/articles/10306/how-different-generations-approach-diet-and- nutrition-an-article-by-mujthaba-ameen-k-9313-lgw5pcw6.html Sarunas Budrikas. (2017). 4 P’s of Marketing Mix (Updated with Example and Template). Performance Marketing | Creative Web Design & Development | Angle180; Angle180. https://www.angle180.com/insights/4-ps- marketing-mix Vaidya, D. (2022, July 13). Pricing Strategy. Wallstreetmojo.com; WallStreetMoJo. https://www.wallstreetmojo.com/pricing-strategy/
  • 24. 24 REFERENCES Viens, A. (2019, September 21). Visualizing Social Media Use by Generation. Visual Capitalist. https://www.visualcapitalist.com/visualizing-social-media-use-by-generation/ Vogels, E. (2019, September 9). Millennials stand out for their technology use, but older generations also embrace digital life. Pew Research Center; Pew Research Center. https://www.pewresearch.org/short- reads/2019/09/09/us-generations-technology-use/ Vogels, E., & Gelles-Watnick, R. (2023, April 24). Teens and social media: Key findings from Pew Research Center surveys. Pew Research Center; Pew Research Center. https://www.pewresearch.org/short- reads/2023/04/24/teens-and-social-media-key-findings-from-pew-research-center-surveys/