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Marketing Worksheet

By Sue And Chuck DeFiore
Posted Tuesday, January 25, 2005

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

About the Author
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 ( 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:


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