Marketing Worksheet

Even the world's best marketing strategy won't work for you if it's not well-planned, and the best way to do that is to develop a customized work sheet for each client.

Here's how to start:

First, list each company's top executives, products, and services. Make sure your marketing effort is aimed at the right individual.

Second, describe the products or services that you think best apply to each client. This is not a sales forecast but rather a listing of products you think can best help his or her business.

Third, make a list of your competitors. Include their products and any marketing programs they have. If they use fliers, advertisements and so on, list them and, if possible, the dates they appeared.

Fourth, write down the marketing plan you've used for each client. If you send anyone literature, be sure to include the date and result. Was a purchase made? Was there a request for more information? Did someone call? If no action was taken, note that, too.

Last, but not least, keep track of your marketing costs per client or prospect.

A well organized plan will get you the results you need, and give you the information you need to make any changes in your strategy.

Copyright 2004 DeFiore Enterprises

Interested in having your own successful, home based creative real estate investing business? Chuck and Sue have been helping folks start successful home based businesses for over 19 years, and we can help you too! To see how, visit http://www.homebusinesssolutions.com for the latest FREE tips and tricks, educational products and coaching in creative real estate investing and home based businesses. No time to visit the site? Subscribe to our "how to" Home Business Solutions Digest, it's like having your own personal coach: mailto:subscribeHBS@homebusinesssolutions.com

In The News:

table border=0 width= valign=top cellpadding=2 cellspacing=7trtd width=80 align=center valign=topfont style=font-size:85%;font-family:arial,sans-serifa href=http://www.citywebshopper.net/articles/includes/redirect.php?url=http://www.boston.com/business/articles/2008/10/12/marketing_professor_takes_helm_at_sloancid=0ei=sYTxSOurHY_u6gPPoszABwusg=AFQjCNEX6E3Pjd6gxdcRBJoNB6t4UbXAPwimg src=http://news.google.com/news?imgefp=GZfMojnwYTgJimgurl=cache.boston.com/resize/bonzai-fba/Globe_Photo/2008/10/10/1223691672_4813/300h.jpg width=62 height=80 alt= border=1brfont size=-2Boston Globe/font/a/font/tdtd valign=top class=jfont style=font-size:85%;font-family:arial,sans-serifbrdiv style=padding-top:0.8em;img alt= height=1 width=1/divdiv class=lha href=http://www.citywebshopper.net/articles/includes/redirect.php?url=http://www.boston.com/business/articles/2008/10/12/marketing_professor_takes_helm_at_sloancid=0ei=sYTxSOurHY_u6gPPoszABwusg=AFQjCNEX6E3Pjd6gxdcRBJoNB6t4UbXAPwbMarketing/b professor takes helm at Sloan/abrfont size=-1font color=#6f6f6fBoston Globe,nbsp;United Statesnbsp;-/font nobr39 minutes ago/nobr/fontbrfont size=-1Schmittlein, a native of Northampton and longtime bmarketing/b professor and consultant, came to Sloan from the Wharton School of the University of b.../b/font/div/font/td/tr/table
table border=0 width= valign=top cellpadding=2 cellspacing=7trtd valign=top class=jfont style=font-size:85%;font-family:arial,sans-serifbrdiv style=padding-top:0.8em;img alt= height=1 width=1/divdiv class=lha href=http://www.citywebshopper.net/articles/includes/redirect.php?url=http://economictimes.indiatimes.com/Personal_Finance/New_marketing_code_for_insurance/articleshow/3585047.cmscid=0ei=sYTxSOurHY_u6gPPoszABwusg=AFQjCNFqdXLDt8PVoO4t8OGqKs0R9mZ6awNew bmarketing/b code to be issued for insurance, MF/abrfont size=-1font color=#6f6f6fEconomic Times,nbsp;Indianbsp;-/font nobr9 hours ago/nobr/fontbrfont size=-1“Once we receive it, we have no issues in following the guidelines to be followed for bmarketing/b of such products,” he said. Moreover the heads of Irda and b.../b/font/div/font/td/tr/table
table border=0 width= valign=top cellpadding=2 cellspacing=7trtd valign=top class=jfont style=font-size:85%;font-family:arial,sans-serifbrdiv style=padding-top:0.8em;img alt= height=1 width=1/divdiv class=lha href=http://www.citywebshopper.net/articles/includes/redirect.php?url=http://www.businessweek.com/ap/financialnews/D93NR8O83.htmcid=1256209672ei=sYTxSOurHY_u6gPPoszABwusg=AFQjCNEQTn9Uou_2ZQjMwEWIteCtTh5e2QWachovia settles bmarketing/b case for $163 million/abrfont size=-1font color=#6f6f6fBusinessWeeknbsp;-/font nobrOct 10, 2008/nobr/fontbrfont size=-1Wachovia Corp., completing a previously announced settlement, will pay an estimated $163 million to settle federal allegations that it failed to stop b.../b/font/div/font/td/tr/table
table border=0 width= valign=top cellpadding=2 cellspacing=7trtd valign=top class=jfont style=font-size:85%;font-family:arial,sans-serifbrdiv style=padding-top:0.8em;img alt= height=1 width=1/divdiv class=lha href=http://www.citywebshopper.net/articles/includes/redirect.php?url=http://www.news-press.com/article/20081011/BUSINESS/81010092/1075cid=1256354064ei=sYTxSOurHY_u6gPPoszABwusg=AFQjCNGC3e_FAYh7siLKNjYunuxHlC_OpALee County to apply co-op bmarketing/b to attract visitors/abrfont size=-1font color=#6f6f6fThe News-Press,nbsp;FLnbsp;-/font nobr23 hours ago/nobr/fontbrfont size=-1“Pooling our resources and strengthening our collaborative efforts across the destination will help our bmarketing/b outreach sing with one voice, b.../b/fontbrfont size=-1a href=http://www.citywebshopper.net/articles/includes/redirect.php?url=http://www.news-press.com/article/20081010/BUSINESS/81010021/1014/businesscid=1256354064ei=sYTxSOurHY_u6gPPoszABwusg=AFQjCNF-mwoHMCdmNGsYt8zR20ErYMPf-gUpdates from the Team Tourism Summit in south Fort Myers/a font size=-1 color=#6f6f6fnobrThe News-Press/nobr/font/fontbrfont class=p size=-1a class=p href=http://news.google.com/news?sourceid=navclientie=ISO-8859-1rls=GGLG,GGLG:2005-22,GGLG:enncl=1256354064hl=ennobrall 6 news articles/nobr/a/font/div/font/td/tr/table
table border=0 width= valign=top cellpadding=2 cellspacing=7trtd width=80 align=center valign=topfont style=font-size:85%;font-family:arial,sans-serifa href=http://www.citywebshopper.net/articles/includes/redirect.php?url=http://news.bbc.co.uk/2/hi/americas/7652567.stmcid=1254438696ei=sYTxSOurHY_u6gPPoszABwusg=AFQjCNE1KMXrWxjbmqrtKjtiA44SLhT1XQimg src=http://news.google.com/news?imgefp=-8gfDcYyrvUJimgurl=newsimg.bbc.co.uk/media/images/45078000/jpg/_45078616_mccain_afp226b.jpg width=80 height=60 alt= border=1brfont size=-2BBC News/font/a/font/tdtd valign=top class=jfont style=font-size:85%;font-family:arial,sans-serifbrdiv style=padding-top:0.8em;img alt= height=1 width=1/divdiv class=lha href=http://www.citywebshopper.net/articles/includes/redirect.php?url=http://www.straightupsearch.com/archives/2008/10/obama_uses_sear.htmlcid=1254438696ei=sYTxSOurHY_u6gPPoszABwusg=AFQjCNE_4bRhnp4GkveCf0zwH8uOwr2cFgObama Uses Search Engine bMarketing/b for Reputation Management/abrfont size=-1font color=#6f6f6fStraightUpSearch,nbsp;MInbsp;-/font nobrOct 10, 2008/nobr/fontbrfont size=-1I am just making an observation, and giving credit where it is due for the creation of a well thought out and well managed search bmarketing/b campaign. b.../b/fontbrfont size=-1a href=http://www.citywebshopper.net/articles/includes/redirect.php?url=http://www.youtube.com/watch%3Fv%3DEgKYQD-siqEcid=1254438696ei=sYTxSOurHY_u6gPPoszABwusg=AFQjCNGamRkRHvPVi3zjuaJGer7E9Sv2vAVideo: McCain Links Obama To Ayers/a font size=-1 color=#6f6f6fnobrCBS/nobr/fontobject width=448 height=356param name=movie value=http://www.youtube.com/v/EgKYQD-siqE/paramparam name=wmode value=transparent/paramembed src=http://www.youtube.com/v/EgKYQD-siqEtype=application/x-shockwave-flashwmode=transparentwidth=448height=356/embed/objectbr/fontfont class=p size=-1a class=p href=http://news.google.com/news?sourceid=navclientie=ISO-8859-1rls=GGLG,GGLG:2005-22,GGLG:enncl=1254438696hl=ennobrall 5,060 news articles/nobr/a/font/div/font/td/tr/table
table border=0 width= valign=top cellpadding=2 cellspacing=7trtd valign=top class=jfont style=font-size:85%;font-family:arial,sans-serifbrdiv style=padding-top:0.8em;img alt= height=1 width=1/divdiv class=lha href=http://www.citywebshopper.net/articles/includes/redirect.php?url=http://www.ocbj.com/industry_article_pay.asp%3FaID%3D06418092.6255788.1693770.1627344.2733746.212%26aID2%3D130281cid=0ei=sYTxSOurHY_u6gPPoszABwusg=AFQjCNExr5wSOPKzqsdJ53_egtYNvnDmlwCharo Chicken Launches Web bMarketing/b Campaign/abrfont size=-1font color=#6f6f6fOrange County Business Journal,nbsp;CAnbsp;-/font nobr4 hours ago/nobr/fontbrfont size=-1By Michael Volpe Charo Chicken Systems Inc. launched an updated Web site and an online “Flavor Fever” bmarketing/b campaign last week. b.../b/font/div/font/td/tr/table
table border=0 width= valign=top cellpadding=2 cellspacing=7trtd width=80 align=center valign=topfont style=font-size:85%;font-family:arial,sans-serifa href=http://www.citywebshopper.net/articles/includes/redirect.php?url=http://www.wnct.com/nct/news/science/article/hawaii_tourism_chief_resigns_in_e_mail_scandal/20686/cid=1255603110ei=sYTxSOurHY_u6gPPoszABwusg=AFQjCNE6USlUNiJGWurpZJFzUoIne06Q1wimg src=http://news.google.com/news?imgefp=KINQ2GXz0nIJimgurl=media.wnct.com/wnct/img-story/images/uploads/Email_AP.jpg width=80 height=60 alt= border=1brfont size=-2WNCT/font/a/font/tdtd valign=top class=jfont style=font-size:85%;font-family:arial,sans-serifbrdiv style=padding-top:0.8em;img alt= height=1 width=1/divdiv class=lha href=http://www.citywebshopper.net/articles/includes/redirect.php?url=http://www.bizjournals.com/pacific/stories/2008/10/06/daily55.htmlcid=1255603110ei=sYTxSOurHY_u6gPPoszABwusg=AFQjCNH4VBzW3XxjXtlNiqAjTjtGLUbAbAHawaii allocates $2 million more for tourism bmarketing/b/abrfont size=-1font color=#6f6f6fBizjournals.com,nbsp;NCnbsp;-/font nobrOct 9, 2008/nobr/fontbrfont size=-1That increases the HTA’s fiscal 2009 budget for bmarketing/b to $55.5 million. The $2 million will be reallocated from other, as yet unspecified, HTA funds. b.../b/fontbrfont size=-1a href=http://www.citywebshopper.net/articles/includes/redirect.php?url=http://www.starbulletin.com/business/20081010_HTA_approves_2M_in_marketing_funds.htmlcid=1255603110ei=sYTxSOurHY_u6gPPoszABwusg=AFQjCNEKkmE-DTeANOZIPhg9ub5GEkTnsQHTA approves $2M in bmarketing/b funds/a font size=-1 color=#6f6f6fnobrHonolulu Star-Bulletin/nobr/font/fontbrfont size=-1a href=http://www.citywebshopper.net/articles/includes/redirect.php?url=http://www.khon2.com/home/ticker/30729849.htmlcid=1255603110ei=sYTxSOurHY_u6gPPoszABwusg=AFQjCNEFcy_evq1S6lDw3QeCLeVIyK6CPwHTA Names Interim Leader/a font size=-1 color=#6f6f6fnobrKHON2/nobr/font/fontbrfont size=-1a href=http://www.citywebshopper.net/articles/includes/redirect.php?url=http://www.bizjournals.com/pacific/stories/2008/10/06/daily52.htmlcid=1255603110ei=sYTxSOurHY_u6gPPoszABwusg=AFQjCNH0baqfr5W5T7dPbmArnZ_VY7u6WAHawaii Tourism Authority names interim chief executive/a font size=-1 color=#6f6f6fnobrBizjournals.com/nobr/font/fontbrfont class=p size=-1a class=p href=http://news.google.com/news?sourceid=navclientie=ISO-8859-1rls=GGLG,GGLG:2005-22,GGLG:enncl=1255603110hl=ennobrall 214 news articles/nobr/a/font/div/font/td/tr/table
table border=0 width= valign=top cellpadding=2 cellspacing=7trtd width=80 align=center valign=topfont style=font-size:85%;font-family:arial,sans-serifa href=http://www.citywebshopper.net/articles/includes/redirect.php?url=http://chattahbox.com/health/2008/10/09/fda-says-labcorp-is-illegally-marketing-ovarian-cancer-test/cid=1255575432ei=sYTxSOurHY_u6gPPoszABwusg=AFQjCNGVkjlGCZ4HaXb9y051ULU1rToEMAimg src=http://news.google.com/news?imgefp=Avo6T1P9nKkJimgurl=www.chattahbox.com/images/FDA_LabCorp_ovarian_cancer_test.jpg width=74 height=80 alt= border=1brfont size=-2ChattahBox/font/a/font/tdtd valign=top class=jfont style=font-size:85%;font-family:arial,sans-serifbrdiv style=padding-top:0.8em;img alt= height=1 width=1/divdiv class=lha href=http://www.citywebshopper.net/articles/includes/redirect.php?url=http://www.bizjournals.com/triangle/stories/2008/10/06/daily39.htmlcid=1255575432ei=sYTxSOurHY_u6gPPoszABwusg=AFQjCNH4Yb34IsJF04WyiEbWE12x6MsOXgFDA: LabCorp’s bmarketing/b of ovarian-cancer test violates law/abrfont size=-1font color=#6f6f6fBizjournals.com,nbsp;NCnbsp;-/font nobrOct 9, 2008/nobr/fontbrfont size=-1“Because you do not have bmarketing/b clearance or approval from the FDA, bmarketing/b OvaSure is in violation of the law,” the letter states. b.../b/fontbrfont size=-1a href=http://www.citywebshopper.net/articles/includes/redirect.php?url=http://www.chattershmatter.com/2008/10/09/fda-says-labcorp-is-illegally-marketing-their-ovarian-cancer-test/cid=1255575432ei=sYTxSOurHY_u6gPPoszABwusg=AFQjCNFipOTnE6URv70gmR8JG0mOpF_oDgFDA Says LabCorp Is Illegally bMarketing/b Their Ovarian Cancer Test/a font size=-1 color=#6f6f6fnobrChatter Shmatter/nobr/font/fontbrfont size=-1a href=http://www.citywebshopper.net/articles/includes/redirect.php?url=http://chattahbox.com/health/2008/10/09/fda-says-labcorp-is-illegally-marketing-ovarian-cancer-test/cid=1255575432ei=sYTxSOurHY_u6gPPoszABwusg=AFQjCNGVkjlGCZ4HaXb9y051ULU1rToEMAFDA Says LabCorp Is Illegally bMarketing/b Ovarian Cancer Test/a font size=-1 color=#6f6f6fnobrChattahBox/nobr/font/fontbrfont size=-1a href=http://www.citywebshopper.net/articles/includes/redirect.php?url=http://www.topnews.in/fda-cancer-test-failed-get-its-approval-274819cid=1255575432ei=sYTxSOurHY_u6gPPoszABwusg=AFQjCNGUthjgMRcZOLb_XJvP6GfQTCpFJQFDA - Cancer Test Failed to Get Its Approval/a font size=-1 color=#6f6f6fnobrTopNews/nobr/font/fontbrfont size=-1 class=pa href=http://www.citywebshopper.net/articles/includes/redirect.php?url=http://www.efluxmedia.com/news_FDA_Warns_LabCorp_Over_Illegal_Sales_Of_Ovarian_Cancer_Test_26167.htmlcid=1255575432ei=sYTxSOurHY_u6gPPoszABwusg=AFQjCNEz_2tClH2akToXOvm1vL22HYZuYgnobreFluxMedia/nobr/anbsp;- a href=http://www.citywebshopper.net/articles/includes/redirect.php?url=http://www.medicalnewstoday.com/articles/124818.phpcid=1255575432ei=sYTxSOurHY_u6gPPoszABwusg=AFQjCNGlPnfSw6SR02iBmXk-ZlkdVeLQiwnobrMedical News Today/nobr/a/fontbr/font class=p size=-1a class=p href=http://news.google.com/news?sourceid=navclientie=ISO-8859-1rls=GGLG,GGLG:2005-22,GGLG:enncl=1255575432hl=ennobrall 76 news articles/nobr/a/font/div/font/td/tr/table
table border=0 width= valign=top cellpadding=2 cellspacing=7trtd valign=top class=jfont style=font-size:85%;font-family:arial,sans-serifbrdiv style=padding-top:0.8em;img alt= height=1 width=1/divdiv class=lha href=http://www.citywebshopper.net/articles/includes/redirect.php?url=http://www.newdesignworld.com/press/story/4689cid=1256595106ei=sYTxSOurHY_u6gPPoszABwusg=AFQjCNFz2TbSUT54F48ybPmiGcMmvwztpg(SEO)Search Engine Optimization, Web bMarketing/b ,Web design b.../b/abrfont size=-1font color=#6f6f6fNewDesignWorld (press release),nbsp;UKnbsp;-/font nobr8 hours ago/nobr/fontbrfont size=-1InternetConsultantOnline.com is leading Search Engine bMarketing/b (SEM) company offer Internet bMarketing/b Services in UK,US,India and Canada to help you rank b.../b/fontbrfont size=-1a href=http://www.citywebshopper.net/articles/includes/redirect.php?url=http://www.newdesignworld.com/press/story/4688cid=1256595106ei=sYTxSOurHY_u6gPPoszABwusg=AFQjCNFFoSfdQwqdhUFNXCuD20CrjOhEwQInternetConsultantOnline Guaranteed Top Ten Search Engine b.../b/a font size=-1 color=#6f6f6fnobrNewDesignWorld (press release)/nobr/font/fontbrfont class=p size=-1a class=p href=http://news.google.com/news?sourceid=navclientie=ISO-8859-1rls=GGLG,GGLG:2005-22,GGLG:enncl=1256595106hl=ennobrall 2 news articles/nobr/a/font/div/font/td/tr/table
table border=0 width= valign=top cellpadding=2 cellspacing=7trtd valign=top class=jfont style=font-size:85%;font-family:arial,sans-serifbrdiv style=padding-top:0.8em;img alt= height=1 width=1/divdiv class=lha href=http://www.citywebshopper.net/articles/includes/redirect.php?url=http://blogs.ft.com/management/2008/10/10/podcast-kellogg-on-analysis-paralysis-in-marketing/cid=1256121249ei=sYTxSOurHY_u6gPPoszABwusg=AFQjCNHjOeFZNfFwON2vPlyZTDbm5dUpQwPodcast: Kellogg on “analysis paralysis” in bmarketing/b/abrfont size=-1font color=#6f6f6fFinancial Times,nbsp;UKnbsp;-/font nobrOct 10, 2008/nobr/fontbrfont size=-1Now, thanks to the internet and other advances, the opposite is true: many bmarketing/b departments have access to so many facts and figures that “analysis b.../b/font/div/font/td/tr/table
marketing - Google News


Wind Chimes and more...

Windchimes for great gifts!

7 Cheap & Easy Ways To Get Prospects

Here are some quick techniques you can put into place... Read More

5 Tips to Heat Up Your On-Line Marketing Using Off-Line Tactics

The internet of course brings a huge arena of marketing... Read More

Marketing Yourself and Your Business to Thriving!

We all watch the commercials on TV. We hear them... Read More

Tooting Your Own Horn

"If he who has a thing to sell Goes and... Read More

7 Proven Tips To Market Your Cleaning Business

Marketing your cleaning business is something that you will already... Read More

A Pass / Fail Test for Any New Market

If you are considering entering a new target market, with... Read More

Beyond Fear And Greed: Emotions That Sell

Fear and Greed. The stock-in-trade of sales. Appeal to them,... Read More

Marketing Hat for Graphic Designers or Wannabe?s

Many people think that the quality of any graphic design... Read More

How To Recover Your Almost Customers

You'll always need to find new prospects for your business.... Read More

Five Tips to Make Your Marketing More Creative

Same old same old just doesn't sell anymore. To... Read More

Leverage The Power Of Using Flyers To Advertise Your Online Product or Service Offline

One commonly overlooked method of advertising offline is flyers. Flyers... Read More

Six Ways To Attract New Customers To Your Restaurant

Without new business, your restaurant won't be able to grow.... Read More

Knock, knock. Whos There? Your Target Market, Are You Listening?

Have you ever had a conversation with a person who... Read More

Choosing Networking Functions

Time is a concern for all of us. We only... Read More

To Be Successful Sell to Wants not Needs

My mother used to tell me, tongue in cheek, that... Read More

Are You Playing Checkers or Chess?

When you think about how to attract more clients for... Read More

Tricks of the Trade: Design your Booth for Maximum Impact

The fight for your customer's attention at a tradeshow has... Read More

Increase Your Profits Through Customer Loyalty

The job of convincing your existing customers to spend higher... Read More

10 Tips For Packaging That Sells Products To Boomers

Boomers are a prime and growing target audience. Does your... Read More

Importance of Endorsements And How To Use Them

Customer endorsements are an inexpensive and easy sales tool, particularly... Read More

Nine Advance Networking Skills for Seasoned Networkers

A seasoned networker knows the real meaning of networking --... Read More

Easy Marketing Methods with Letters, Post Cards, Referrals and Testimonials

Easy Direct Marketing Methods for Insurance AgenciesThis Month: Strategies for... Read More

Your Elevator Speech ? Have You Updated Yours Recently?

Do you have an elevator speech? Does it get people's... Read More

It Takes Two - How to Cultivate Profitable Alliances

"Cross promoting with other businesses can give you a significant... Read More

Are Your Brochures Worth The Paper Theyre Printed On?

Brochures are one of the oldest marketing weapons in the... Read More